Sumitomo Bakelite (4203) · RiskMaterialisedLatest Earnings (2026-05-11): "Other"
Pressure on Earnings from Soaring Energy Costs
First written in FY2023-Q3. 1 of 3 entries say "Materialised", first in FY2023. Latest entry: 2026-05-11.
3entries
4years
1from disclosures
How it moved
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 357 companies write about · 369 as a headwind · 1 as a tailwind
The whole theme swung hardest in 2022: 122 of 167 companies on the "Worse" side.
3 other companies' latest entry also says "Other".
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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 370 threads.Full recordFilings, disclosures and news, newest first
- 2026-05-11OtherEarnings
「Higher energy prices resulting from the situation in the Middle East and supply chain disruptions are downside risks to growth」
Higher energy prices are identified as a future downside risk, but are not specified as an actual factor pressuring earnings in the current fiscal year. - FY2023MaterialisedAnnual report
「半導体関連材料および高機能プラスチック製品の市況悪化に加え、海外拠点での人手不足を背景とする人件費増加、エネルギーコストの高騰などにより、事業利益は、3.9％減の254億48百万円」
エネルギーコスト高騰が、人手不足による人件費増加や市況悪化とともに、当期の事業利益減少に実際に影響した。 - FY2023-Q3First statedAnnual report
「損益につきましては、半導体関連材料および高機能プラスチック製品の市況悪化に加え、エネルギーコストの高騰などにより、事業利益は4.2％減の203億８百万円、営業利益は4.6％減の200億13百万円となりました。」
エネルギーコストの高騰が、半導体・高機能プラスチックの市況悪化とともに事業利益4.2％減、営業利益4.6％減の要因として初めて独立して現れている。