Risks from fluctuations in foreign exchange rates, raw material prices, and overseas economies
First written in FY2016-Q2. 12 of 32 entries say "Restated". Latest entry: 2026-10-09.
Osaka Organic Chemical Industry moved to the "Worse" side of this theme in 2018, 4 years before the typical company in this theme (2022).
The whole theme swung hardest in 2020: 40 of 57 companies on the "Worse" side.
37 other companies' latest entry also says "Worsened".
- FY2026-H1WorsenedAnnual report
「The outlook remains uncertain amid concerns about the impact of higher crude oil, energy and raw material prices, logistics-related uncertainty and higher import costs on corporate earnings and households’ real income.」
In addition to previously reported raw material prices and overseas conditions, the company explicitly identified uncertainty in logistics and the impact of higher import costs on corporate earnings and real incomes as external-environment concerns. - FY2025-H1WorsenedAnnual report
「However, signs of stagnation have emerged in some areas, including slower personal consumption against a backdrop of soaring food prices and other factors. The outlook also remains uncertain due to the impact of US trade policy, the situation in the Middle East and other factors.」
While stating that there were no new business or other risks or significant changes, the company continues to explicitly identify the impact of US trade policy and the situation in the Middle East as sources of uncertainty in the operating environment. - FY2024-Q2WorsenedAnnual report
「The outlook remains uncertain, and it is necessary to monitor downside risks from overseas economic conditions, including global monetary tightening and concerns about China's economic outlook, the impact of yen depreciation and rising prices, the situation in the Middle East, and fluctuations in financial and capital markets.」
In addition to the previously reported overseas economic conditions, foreign exchange rates and rising prices, the company explicitly identified the situation in the Middle East and fluctuations in financial and capital markets as downside risks, with the outlook remaining uncertain. - FY2023WorsenedAnnual report
「Accidents, quality defects or bankruptcies involving raw material manufacturers or contract manufacturers may delay or interrupt supplies. The company's production activities and those of its subsidiaries may also be disrupted by factors including a full-scale economic recovery from the COVID-19 pandemic, rising inflation in Japan and overseas, US-China trade tensions and the prolonged situation in Ukraine. In addition, significant fluctuations in crude oil and naphtha prices may affect the performance of the company and its subsidiaries.」
In addition to the risk of supply stoppages by raw material manufacturers and contractors, the company identifies inflation, US-China trade tensions and the prolonged situation in Ukraine as major external-environment risks. It cites multiple sourcing, passing costs through to prices and cost reductions as countermeasures. - FY2023-Q3RestatedAnnual report
「However, the outlook remains uncertain due to the possibility of economic downturns overseas, including in Europe, the United States and China, and persistently high raw material and energy prices.」
The company continues to identify the possibility of an overseas economic downturn and persistently high raw material and energy prices as sources of uncertainty in the operating environment. - FY2023-Q2WorsenedAnnual report
「The outlook remains uncertain due to soaring resource and energy prices associated with the prolonged situation in Russia and Ukraine, global inflation and sharp foreign exchange fluctuations caused by monetary tightening in various countries.」
Soaring resource and energy prices associated with the situation in Russia and Ukraine, global inflation and sharp foreign exchange fluctuations continue to be reported as external-environment risks. - FY2022MaterialisedAnnual report
「Operating profit for the consolidated fiscal year was ¥5,934 million, up 1.4% from the previous fiscal year, despite flat revenue and higher raw material costs due to soaring crude oil prices, as well as other factors described above. The operating margin rose to 18.4% from 16.7% in the previous fiscal year.」
The company reported higher raw material costs due to soaring crude oil prices as an actual operating-environment factor. Meanwhile, operating profit increased 1.4% year on year, and the operating margin rose from 16.7% to 18.4%. - FY2022-Q3WorsenedAnnual report
「However, the outlook remains uncertain due to soaring raw material prices, sharp fluctuations in foreign exchange rates, the prolonged situation in Ukraine, the impact of lockdowns in China and other factors.」
In addition to raw material prices and foreign exchange fluctuations, the company explicitly identified the prolonged situation in Ukraine and the impact of lockdowns in China as sources of uncertainty in the external environment. - FY2022-Q2WorsenedAnnual report
「During the first six months of the fiscal year, Japan's economy remained uncertain due to rising prices caused by soaring raw material prices and the depreciation of the yen, disruptions in global maritime transport and rising transportation costs, as well as heightened geopolitical risks related to the situation in Ukraine and other factors.」
In addition to the previously cited uncertainty surrounding raw material prices, foreign exchange rates and overseas economies, the company explicitly identified the weaker yen, disruptions in maritime transport, rising transportation costs and heightened geopolitical risks related to the situation in Ukraine and other factors. - FY2022-Q1WorsenedAnnual report
「During the first quarter of the fiscal year, Japan's economy showed signs of recovery, but remained challenging due to the rapid spread of COVID-19 caused by a new variant, soaring raw material costs accompanying higher crude oil prices, disruptions in global maritime transport and rising transportation costs.」
In addition to the rapid spread of COVID-19, soaring raw material costs caused by higher crude oil prices, disruptions in maritime transport and rising transportation costs were explicitly identified as factors worsening the operating environment. - FY2021-Q3RestatedAnnual report
「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The company states that there were no new business or other risks and no material changes to previously disclosed risks. - FY2020MitigatedAnnual report
「Operating profit for the consolidated fiscal year was ¥4,442 million, up 21.3% from the previous fiscal year, despite flat revenue, mainly because lower crude oil prices reduced the cost of raw materials and fuel. The operating margin was 15.5%, compared with 12.8% in the previous fiscal year.」
Regarding raw material price fluctuation risk, lower raw material and fuel prices due to lower crude oil prices and other factors improved the profit margin during the fiscal year, mitigating the adverse impact. - FY2019MaterialisedAnnual report
「Non-operating expenses increased by ¥24 million from the previous fiscal year, mainly due to higher foreign exchange losses, to ¥53 million.」
Regarding the previously reported foreign exchange risk, higher foreign exchange losses appeared in actual results as a factor behind the increase in non-operating expenses. - FY2019-Q3RestatedAnnual report
「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The company states that there were no new business or other risks or significant changes to the risks reported in the previous fiscal year. Regarding the operating environment, it mentions the impact of the prolonged US-China trade dispute. - FY2019-Q2RestatedAnnual report
「During the first six months of the current consolidated fiscal year, there were no newly arising business or other risks. In addition, there were no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
The company states that there were no new business or other risks or significant changes to the risks reported in the previous fiscal year. - FY2019-Q1RestatedAnnual report
「No new business or other risks arose during the first quarter of the current consolidated cumulative period. There were also no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
The company states that there were no new business or other risks or significant changes to the risks reported in the previous fiscal year. - FY2018MaterialisedAnnual report
「However, segment profit fell sharply due to higher raw material prices and the impact of equipment repair costs, among other factors. As a result, revenue was ¥12,079 million, up 9.4% year on year, and segment profit was ¥632 million, down 20.2% year on year.」
Rising raw material prices contributed to a 20.2% year-on-year decline in full-year segment profit in the Chemicals business. - FY2018-Q3MaterialisedAnnual report
「However, segment profit declined substantially due to the impact of rising raw material prices, equipment repair costs and other factors. As a result, revenue was ¥8,856 million, up 8.6% year on year, and segment profit was ¥507 million, down 15.9% year on year.」
Rising raw material prices contributed to a 15.9% year-on-year decline in segment profit in the Chemicals business, with the impact of the existing raw material price risk continuing to appear in actual results. The company states that there were no new business or other risks or significant changes to the previously reported risks. - FY2018-Q2MaterialisedAnnual report
「However, segment profit declined substantially due to the impact of rising raw material prices, equipment repair costs and other factors. As a result, revenue was ¥5,729 million, up 5.4% year on year, and segment profit was ¥318 million, down 28.1% year on year.」
Rising raw material prices contributed to a 28.1% year-on-year decline in segment profit in the Chemicals business. - FY2018-Q1MaterialisedAnnual report
「However, segment profit declined substantially due to the impact of rising raw material prices, equipment repair costs and other factors.」
Regarding the raw material price risk reported previously, the company states that rising raw material prices actually affected the decline in segment profit in the Chemicals business. - FY2017RestatedAnnual report
「The principal raw materials used in the products handled by the company and its subsidiaries are acrylic acid and various alcohols, which are themselves produced mainly from petrochemical products. The company and its subsidiaries have secured a stable supply of raw materials by establishing a multiple-sourcing system. However, if crude oil and naphtha prices fluctuate significantly due to factors such as worsening conditions in the Middle East, raw material purchase prices may fluctuate substantially and affect the performance of the company and its subsidiaries, despite efforts to link product prices to these changes.」
The company specifies raw material price risk as fluctuations in crude oil and naphtha prices, and cites multiple sourcing and linking product prices to these changes as countermeasures. - FY2017-Q3RestatedAnnual report
「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The company states that there were no new business or other risks and no material changes to previously disclosed risks. - FY2017-Q2RestatedAnnual report
「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」
The company states that there were no new business or other risks and no material changes to previously disclosed risks. - FY2017-Q1RestatedAnnual report
「Overseas, the outlook remains uncertain due to the policies of the new US administration and downside risks to economic conditions in emerging Asian economies, including China.」
The company mentions the policies of the new US administration and downside risks to economic conditions in emerging Asian economies, but states that there have been no new business or other risks or significant changes to existing risks. - FY2016RestatedAnnual report
「The performance of the company and its subsidiaries may be affected by trends in the automotive, LCD and semiconductor markets.」
In addition to foreign exchange rates, raw material prices and overseas economies, the company lists multiple risks, including market trends, laws and regulations, accidents and disasters, intellectual property, quality, inventory and overseas operations. It does not state that there have been any significant changes to existing external-environment risks. - FY2016-Q3RestatedAnnual report
「No new business or other risks arose during the cumulative third quarter under review. In addition, there have been no material changes to the business and other risks described in the annual securities report for the previous fiscal year.」
The company states that there were no new business or other risks or significant changes to existing risks. Regarding the operating environment, it also mentions concerns about downside pressure from slowing emerging-market economies and the UK's Brexit issue. - FY2016-Q2First statedAnnual report
「The outlook remains uncertain due to sharp fluctuations in foreign exchange rates and raw material prices and a downturn in overseas economies.」
While stating that there were no new business or other risks during the quarter, the company cited foreign exchange rates, raw material prices and overseas economies as sources of uncertainty in the operating environment.