Dependence on Specific Sources, Including China, for Raw Materials and Exposure to Sharp Price Increases
First written in FY2020. 5 of 17 entries say "Materialised", first in FY2023-Q1. Latest entry: 2026-08-06.
Stella Chemifa moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2021: 24 of 53 companies on the "Worse" side.
15 other companies' latest entry also says "Worsened".
- FY2026MitigatedAnnual report
「Regarding increases in the prices of raw materials, including anhydrous hydrogen fluoride, we are pursuing measures to minimize the impact on profit, including passing the increases through to selling prices.」
Although anhydrous hydrogen fluoride prices rose due to conditions in the Chinese market, we continue to limit the impact on profit by passing the increases through to selling prices. - FY2026-H1RestatedAnnual report
「Profitability improved in tin fluoride for the Semiconductor and General Products divisions as higher raw material prices were passed through to selling prices. In addition, higher shipment volumes in the Electronic Materials division contributed, resulting in operating profit of ¥2,499 million, up 14.6% year on year.」
While raw material prices continued to rise, profitability improved through the pass-through of higher costs, and operating income increased 14.6% year on year. - FY2025MaterialisedAnnual report
「During the current consolidated fiscal year, the price of anhydrous hydrogen fluoride rose compared with the previous consolidated fiscal year, due to higher market prices in China as well as the impact of the yen's depreciation.」
Regarding the risks of dependence on specific regions for raw materials and sharp price increases, the rise in anhydrous hydrogen fluoride prices due to higher Chinese market prices and the yen's depreciation actually occurred during the fiscal year. - FY2025-H1MaterialisedAnnual report
「Although the price of anhydrous hydrofluoric acid, the principal raw material, rose from the same period of the previous year, operating profit increased to ¥1,790 million, up 90.8% year on year, due to higher net sales.」
The price of anhydrous hydrogen fluoride, a major raw material, actually rose year on year. Meanwhile, operating income increased due to higher revenue. - FY2024MitigatedAnnual report
「We have previously worked to procure anhydrous hydrogen fluoride, a raw material, from regions outside China. As customer requirements continue to rise, we will work to expand our sources of supply while assessing profitability.」
Efforts to procure from regions outside China and expand sources of supply continue, giving more concrete form to measures addressing dependence on specific regions. - FY2024-Q2MitigatedAnnual report
「Although the price of anhydrous hydrofluoric acid, the principal raw material, declined from the same period of the previous year, operating profit decreased to ¥938 million, down 52.1% year on year, due to lower net sales.」
The price of anhydrous hydrogen fluoride, a major raw material, declined year on year, and the impact of sharp price increases was described as having eased from the previous fiscal year. Meanwhile, operating income declined due to lower revenue. - FY2024-Q1RestatedAnnual report
「Although the price of anhydrous hydrofluoric acid, the principal raw material, remained broadly at the same level as in the same period of the previous year, operating profit decreased to ¥518 million, down 54.3% year on year, due to lower net sales.」
The price of anhydrous hydrogen fluoride remained broadly at the same level as in the previous year, while the company continues to describe the situation in which fluctuations in raw material prices may affect profit. - FY2023WorsenedAnnual report
「Some of our group's raw materials and other supplies depend on sources located in specific regions. If supply becomes tight or is interrupted, this could delay or halt production activities and disrupt product supplies. Sharp increases in raw material prices could also affect our group's financial position, operating results and other aspects of performance.」
The risks of dependence on specific regions for raw materials and sharp price increases continue to be described, and the rise in anhydrous hydrogen fluoride prices due to supply and demand conditions in the Chinese market and the yen's depreciation actually appeared as a decline in operating income during the period. - FY2023-Q3WorsenedAnnual report
「In terms of profit, the price of anhydrous hydrogen fluoride, a major raw material, rose sharply from the previous year due to supply and demand conditions in the Chinese market and the yen's depreciation. As a result, operating income was ¥3.068 billion, down 12.8% year on year.」
The sharp rise in anhydrous hydrogen fluoride prices due to supply and demand conditions in the Chinese market and the yen's depreciation continued, increasing the impact on operating income, which fell 12.8% year on year. - FY2023-Q2MaterialisedAnnual report
「In terms of earnings, although shipments in the semiconductor business increased, operating income was ¥2,245 million, down 8.3% year on year, as the price of anhydrous hydrofluoric acid, a key raw material, surged year on year due to supply and demand conditions in the Chinese market and the yen's depreciation.」
Prices of major raw materials actually rose due to supply and demand conditions in the Chinese market and the yen's depreciation, and became a factor behind the decline in operating income despite increased shipments in the semiconductor division. - FY2023-Q1MaterialisedAnnual report
「Operating income was ¥1.291 billion, down 0.0% year on year, as the price of anhydrous hydrogen fluoride, a major raw material, rose from the previous year due to supply and demand conditions in the Chinese market and other factors.」
Higher prices for major raw materials driven by supply and demand conditions in the Chinese market and other factors are explicitly cited as a factor affecting operating income. There is no reference to supply interruptions. - FY2021ReframedAnnual report
「Some of our group's raw materials and other supplies depend on sources located in specific regions. If supply becomes tight or is interrupted, this could delay or halt production activities and disrupt product supplies.」
The risk of dependence on specific regions and sources for raw materials continues to be described, but the previous reference to specific regions such as China has changed to the expression “specific regions.” Mitigation measures involving multiple suppliers and other measures also continue. - FY2020First statedAnnual report
「Some of our group's raw materials and other supplies depend on specific sources located in China and elsewhere. If supply becomes tight or is interrupted, this could delay or halt production activities and disrupt product supplies.」
The risks of dependence on specific sources of supply, supply shortages or interruptions, and sharp increases in raw material prices are newly described systematically, with multiple suppliers, development of new sources and passing costs through to selling prices identified as countermeasures.