Komori
Sanwayuka Industry (4125) · RiskRestated

Soaring raw material prices

First written in FY2022-Q3. 9 of 15 entries say "Restated". Latest entry: 2026-11-13.

15entries
5years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q2 – FY2024-Q32022: 420222023: 320232024: 120242025: 220252026: 52026
Same theme, other companies
Business environment clouded by soaring oil and raw material pricesA theme 45 companies write about · 47 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2018: 2 of 7 companies on the "Worse" side.

31 other companies' latest entry also says "Restated".

Ridges = years it wrote progress, valleys = years it wrote worse. Most hopeful companies at the back. Drag to turn, scroll to zoom, right-drag to pan. On a phone, two fingers turn and pinch to zoom; one finger scrolls the page.
Showing 14 of the 45 companies compared. The sentences above are computed from all 45.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, Japan's economy maintained a moderate recovery trend against a backdrop of improving employment and income conditions, but remained uncertain, amid concerns over persistently high raw material prices and the impact of US trade policy.」

    The company continues to identify persistently high raw material prices as a concern in the external environment.
  2. FY2025ReframedAnnual report

    「Some of the recycled products handled by the Group, including recycled fuels and recycled organic solvents, are affected by crude oil and naphtha prices. If sales volumes change or selling prices decline due to factors such as sharp fluctuations in crude oil and naphtha prices, the Group's operating results and financial position could be affected.」

    The description has become more specific, shifting from soaring resource and raw material prices to the risk that fluctuations in crude oil and naphtha prices could affect the sales volumes and prices of recycled products.
  3. FY2024-Q3RestatedAnnual report

    「Raw material and energy costs have remained high as the yen continues to depreciate」

    The company continues to describe persistently high raw material and energy costs against a backdrop of yen depreciation.
  4. FY2024-Q2RestatedAnnual report

    「However, raw material and energy costs have remained high as the yen continues to depreciate. Supply chain inventory adjustments have delayed the recovery of operations in parts of the semiconductor and chemicals industries, strengthening the view that the impact of sluggish operations will last longer than initially expected. Close attention must therefore be paid to future developments.」

    The company continues to regard persistently high raw material and energy costs, against a backdrop of yen depreciation, as a concern in the external environment.
  5. FY2023RestatedAnnual report

    「Rising raw material and energy costs due to soaring resource prices and the rapid depreciation of the yen」

    The company continues to regard rising raw material and energy costs due to soaring resource prices and the depreciation of the yen as a concern in the external environment.
  6. FY2023-Q3RestatedAnnual report

    「Rising raw material and energy costs due to soaring resource prices and the rapid depreciation of the yen」

    The company continues to regard rising raw material and energy costs due to soaring resource prices and the rapid depreciation of the yen as a concern in the external environment.
  7. FY2023-Q2RestatedAnnual report

    「In the domestic economy, there were signs of movement toward the normalization of economic activity, but rising raw material and energy costs due to soaring resource prices and the rapid depreciation of the yen, as well as semiconductor shortages, are having a significant impact on production systems across industries. A full-fledged economic recovery is therefore expected to take time.」

    The company continues to state that rising raw material and energy costs due to soaring resource prices and the rapid depreciation of the yen are continuing.
  8. FY2023-Q1WorsenedAnnual report

    「In the domestic economy, signs of a gradual recovery have emerged, but rising raw material and energy costs due to soaring resource prices and the rapid depreciation of the yen, difficulties in procurement caused by lockdowns in China, and semiconductor shortages are having a significant impact on production systems across industries. A full-fledged economic recovery is therefore expected to take time.」

    In addition to soaring resource prices, the company explicitly identifies rising raw material and energy costs due to the rapid depreciation of the yen, broadening the factors driving cost increases.
  9. FY2022WorsenedAnnual report

    「In the domestic economy, signs of recovery emerged following the lifting of the state of emergency, but shortages of semiconductors and other supplies are having a significant impact on production systems across industries, while soaring resource prices are a major concern.」

    The description has broadened from concerns over soaring prices for some raw materials to identifying soaring resource prices as a major concern. It also explicitly identifies the risk of fluctuations in crude oil and naphtha prices.
  10. FY2022-Q3First statedAnnual report

    「Soaring prices for some raw materials are also a concern.」

    The company identifies rising prices for some raw materials as a concern, but does not provide a specific amount of impact.
Moved together

"The Situation in Ukraine and Geopolitical Risks" moved the same way as this thread, in the same document, in 3 of its 15 moves.

332222★123456
  1. ★This thread
  2. 1The Situation in Ukraine and Geopolitical Risks3×
  3. 2Declining demand for conventional parts processing and constraints on automobile production3×
  4. 3Borrowings and interest rate fluctuations2×
  5. 4Production adjustments caused by supply chain disruption and weak smartphone and PC sales2×
  6. 5Doubling business scale in fiscal 20302×
  7. 6Business Impact of COVID-192×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Sanwayuka Industry's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Revision to earnings forecast of 2026-11-13: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.