Higher raw material costs due to raw material market conditions and foreign exchange fluctuations
First written in FY2022. 5 of 10 entries say "Restated". Latest entry: 2026-08-07.
MANAC Chemical Partners moved to the "Worse" side of this theme in 2026, 8 years after the typical company in this theme (2018).
The whole theme swung hardest in 2022: 9 of 10 companies on the "Worse" side.
1 other company's latest entry also says "Worsened".
- 2026-08-07WorsenedResults
「中東情勢に伴う原材料価格や調達環境の変動リスク」
中東情勢と原材料価格・調達環境の変動を結び付けたリスク記載が続いている。 - FY2026WorsenedAnnual report
「Raw material costs may rise sharply due to another surge in raw material and energy prices associated with the situation in the Middle East and other factors, as well as fluctuations in foreign exchange rates. Bromine, the main raw material for the flame retardants business, is also subject to price fluctuation risk resulting from changes in market conditions, and a rise in its price may affect the performance and financial condition of the Group.」
It explicitly identifies another surge in raw material and energy prices and the risk of price fluctuations in bromine, the main raw material for flame retardants. - 2026-05-14WorsenedRevision to earnings forecast
「イラン情勢をはじめとする中東地域の不安定化に伴う原材料・エネルギー価格の再高騰、物流の混乱や地政学リスク等に加え、米国政権の政策動向等、依然として先行き不透明な状況が続いております。」
原材料・エネルギー価格について、地政学情勢に伴う再高騰を記載している。 - FY2024-Q3RestatedAnnual report
「During the third quarter of the fiscal year under review, Japan’s economy continued to recover moderately as personal consumption and capital investment picked up. However, the global economy remained uncertain due to higher prices for raw materials and fuel and energy resulting from the situation in Ukraine and elsewhere, and the slowdown in China’s economy.」
It reiterates uncertainty in the external environment, including raw material costs and foreign exchange rates, due to high raw material and fuel energy prices and the slowdown in the Chinese economy. - FY2024-Q2RestatedAnnual report
「Meanwhile, the global economy remains uncertain, with higher prices for raw materials and fuel and energy and foreign exchange fluctuations resulting from the prolonged tensions surrounding Ukraine.」
It reiterates the business environment, in which high raw material and fuel energy prices and foreign exchange fluctuations continue. The high raw material and fuel energy prices are described as an actual business condition. - FY2024-Q1RestatedAnnual report
「Meanwhile, the global economy remains uncertain, with higher prices for raw materials and fuel and energy and foreign exchange fluctuations resulting from the prolonged tensions surrounding Ukraine.」
The Company reiterated that it operates in an environment of continued high prices for raw materials and fuel and energy, as well as foreign exchange fluctuations. - FY2023-Q3RestatedAnnual report
「In the flame-retardant business, although prices for raw materials and fuel had risen sharply since the previous year, demand for plastic flame retardants used in electronic materials and home appliances remained firm.」
It explains that demand for flame retardants remained firm while high raw material and fuel prices continued. - FY2023-Q2RestatedAnnual report
「In the global economy, uncertainty about the outlook increased due to heightened tensions surrounding Ukraine, higher prices for raw materials and fuel and energy, and foreign exchange fluctuations.」
The Company reiterated that it operates in an environment of continued high prices for raw materials and fuel and energy, as well as foreign exchange fluctuations. - FY2023-Q1MaterialisedAnnual report
「In the flame-retardant business, although prices for raw materials and fuel had risen sharply since the previous year, demand for plastic flame retardants used in electronic materials and home appliances remained firm.」
The Company stated that the sharp rise in raw material and fuel prices since the previous year had actually occurred. - FY2022First statedAnnual report
「If market prices rise sharply in the future, higher raw material costs could affect the Group’s business results and financial condition.」
The Company identified higher raw material costs caused by fluctuations in petrochemical feedstock prices, naphtha prices and foreign exchange rates as a risk.