Fluctuations in Fuel, Petrochemical Feedstock and Fats and Oils Feedstock Prices
First written in FY2016. 11 of 24 entries say "Materialised", first in FY2017-Q3. Latest entry: 2026-08-13.
Kaneka moved to the "Worse" side of this theme in 2021, 3 years after the typical company in this theme (2018).
The whole theme swung hardest in 2022: 40 of 57 companies on the "Worse" side.
17 other companies' latest entry also says "Restated".
- FY2026WorsenedAnnual report
「Heightening tensions in the Middle East have caused crude oil and naphtha prices to soar and raised concerns about supply disruptions, increasing fears of a slowdown in the global economy.」
The surge in crude oil and naphtha prices and supply concerns have been explicitly linked to the situation in the Middle East, deepening the risk associated with fuel and raw material prices and procurement. - 2026-05-14MaterialisedEarnings
「E&I and Fiber posted lower earnings, mainly due to soaring raw-material prices.」
The impact of soaring raw-material prices has materialized as lower earnings at E&I and Fiber. The company also describes measures including price revisions and expanded sales of higher-value-added products. - FY2026-H1MaterialisedAnnual report
「E & I Technology continued to post strong sales of polyimide films and optical acrylic resins, but profitability fell below the previous year's level due to soaring raw material prices and foreign exchange effects.」
Soaring raw material prices and foreign exchange effects became apparent as factors driving E & I Technology's profitability below the previous year's level despite strong sales. - FY2025-H1MitigatedAnnual report
「Foam & Residential Techs was affected by lower demand in the automotive, domestic agriculture and fisheries, and construction sectors, as well as higher raw material prices. Price revisions are expected to advance in the second half, with annual profitability expected to recover to around the previous year's level.」
While the impact of higher raw material prices has occurred, it indicates that annual profitability is expected to recover through price revisions in the second half. - FY2024-Q3MitigatedAnnual report
「Although a recovery in market conditions is expected to take some time, the company is refining its proprietary technologies in global niche markets and strengthening a business structure resilient to fluctuations in raw material prices and market conditions.」
While indicating that weak market conditions are expected to continue, it describes measures to build a business structure resilient to fluctuations in raw material prices and market conditions by strengthening proprietary technologies. - FY2024-Q1MitigatedAnnual report
「Foam & Residential Techs significantly improved spreads for styrene-based foamed resins through price revisions.」
It explains that, for businesses affected by fluctuations in raw material prices, spreads improved significantly through price revisions. - FY2023MitigatedAnnual report
「Foam & Residential Techs significantly improved performance, helped by recovering domestic sales and the securing of spreads through price revisions.」
It explains that price revisions were implemented in response to rising raw material and fuel prices, leading to secured spreads and improved performance. - FY2023-Q3MitigatedAnnual report
「In the core businesses, Foam and Foods improved spreads through measures such as price revisions in response to rising raw material prices, strengthening their earnings bases.」
It explains that, amid rising raw material prices, spreads were improved through measures such as price revisions, strengthening the earnings base. - FY2023-Q2MaterialisedAnnual report
「Beginning with soaring crude oil and coal prices, the energy crisis, including power shortages, has become apparent worldwide.」
It states that soaring crude oil and coal prices and the energy crisis caused by power shortages have emerged as actual business-environment factors. - FY2023-Q1MaterialisedAnnual report
「Foam & Residential Techs is advancing price pass-through as raw material and fuel prices rise. Demand for hair products for Africa at Performance Fibers remained firm, and sales of flame-retardant materials, mainly in Europe and the US, were also strong. The company is advancing price pass-through in response to soaring raw material and fuel prices.」
Soaring raw material and fuel prices continue to affect the foamed resins and functional fibers businesses, and the company is advancing measures based on price pass-through. - FY2022-Q3MaterialisedAnnual report
「Sales of styrene-based foamed resins and extruded foamed boards at Foam & Residential Techs remained steady, but the businesses were strongly affected by soaring raw material prices. …Foods & Agris is seeing a gradual recovery in demand but remains strongly affected by a substantial rise in the prices of oil and other feedstocks.」
Soaring prices for raw materials and oil and other feedstocks continue to have an actual impact on performance in the foamed resins and Foods businesses. - FY2022-Q2MaterialisedAnnual report
「Sales of styrene-based foamed resins and extruded foamed boards at Foam & Residential Techs remained steady, but the businesses were affected by soaring raw material prices. Demand for foamed polyolefins for automotive applications is recovering slowly.」
Soaring raw material prices are actually affecting performance in the foamed resins business. - FY2022-Q1MaterialisedAnnual report
「Demand in Japan for styrene-based foamed resins and extruded foamed boards at Foam & Residential Techs is recovering, but the businesses were affected by soaring raw material prices. Foods & Agris was affected by a substantial rise in oil and fat feedstock prices as the domestic bread market moved toward a gradual recovery.」
Rising prices for raw materials and oil and fat feedstocks actually affected performance in the foamed resin products and Foods businesses. - FY2020-Q2MitigatedAnnual report
「Foam & Residential Techs significantly improved profitability by advancing price pass-through. The development of facilities to improve logistics efficiency, undertaken as part of efforts to strengthen the business platform, also contributed to the improvement in profitability.」
It states that profitability improved significantly as price pass-through for higher raw material costs advanced, together with the development of logistics facilities. - FY2020-Q1MitigatedAnnual report
「Foam & Residential Techs has advanced price pass-through for styrene-based foamed resins in response to higher raw material prices, and profitability has recovered.」
It states that price pass-through in response to higher raw material prices advanced, leading to a recovery in the profitability of styrene-based foamed resins. - FY2019-Q1MitigatedAnnual report
「Sales of Foam & Residential Techs expanded steadily, and the company is advancing price pass-through and cost reductions in response to soaring raw material prices.」
It states that the company is advancing price pass-through and cost reductions in response to soaring raw material prices. - FY2018-Q3MitigatedAnnual report
「Operating income was ¥26,355 million, up 7.3% year on year, after absorbing the impact of soaring prices for certain raw materials during the first quarter and a hurricane that occurred in the US during the second quarter.」
Although the impact of soaring raw material prices occurred, it states that the impact was absorbed together with that of the hurricane during the nine months ended 31 December. - FY2018-Q2MaterialisedAnnual report
「However, during the six months ended 30 September, the company was unable to offset the decline in the first quarter caused by soaring raw material prices, and operating income fell below the previous year's level to ¥15,879 million, down 3.5% year on year.」
The first-quarter decline caused by soaring raw material prices continued to weigh on first-half operating income, with the impact becoming apparent in a 3.5% year-on-year decline. - FY2018-Q1MaterialisedAnnual report
「Operating income was significantly affected by a sharp rise in the prices of certain raw materials and fell below the previous year's level to ¥7,252 million, down 17.4% year on year.」
The sharp rise in the prices of certain raw materials became apparent in the form of a 17.4% year-on-year decline in operating income. - FY2017MaterialisedAnnual report
「Modifier was affected by rising raw material prices in the second half of the fiscal year.」
It states that rising raw material prices actually affected the profitability of the functional resins business. - FY2017-Q3MaterialisedAnnual report
「The third quarter was affected by unsettled weather after the summer and soaring raw material prices, but profitability improved as the company continued launching new products and advanced business-structure reforms aimed at strengthening and improving the efficiency of the entire supply chain.」
It states that soaring raw material prices actually affected performance in the Foods business, making the risk of fluctuations in raw material and fuel prices apparent. - FY2016First statedAnnual report
「For raw material and fuel procurement, the company has established a system for securing the most advantageous supply by combining medium- and long-term contracts with spot-market purchases. However, because most of these are internationally traded commodities, if purchase prices rise sharply beyond expectations, there is a risk that the increase in costs cannot be absorbed through cost reductions or passing higher prices on to customers.」
It indicates a risk that price fluctuations cannot be absorbed, while using a combination of medium- and long-term contracts and spot purchases as procurement methods.