Ray (4317) · RiskMaterialised
Profit pressure from rising prices and soaring outsourcing costs
First written in FY2026. 2 of 4 entries say "Worsened", first in 2026-07-14. Latest entry: FY2027-H1.
4entries
1years
2from disclosures
How it moved
Same theme, other companies
Profitability pressure from rising personnel and outsourcing costs and IT equipment and software pricesA theme 10 companies write about · 11 as a headwind · 0 as a tailwind
Ray moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
The whole theme swung hardest in 2020: 2 of 6 companies on the "Worse" side.
0 other companies' latest entry also says "Materialised".
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.
Full recordFilings, disclosures and news, newest first
- FY2027-H1MaterialisedAnnual report
「In the TV commercial (TVCM) segment, orders weakened and production costs increased, resulting in sluggish performance.」
The previously identified risk of higher costs, including inflation and outsourcing expenses, has materialized in the TV commercial division, where higher production costs are contributing to sluggish performance. - FY2026First statedAnnual report
「As inflation progresses, increases in personnel expenses, outsourcing rates and various other expenses are putting pressure on the company's earnings. Even when sales are progressing steadily, these cost increases tend to push down operating profit,」
The company newly identifies as a company-wide issue that increases in personnel expenses, outsourcing rates and various other expenses associated with inflation are pushing down operating profit even when sales increase.