Soaring Resource and Energy Prices and Uncertainty in Sourcing Raw Materials and Supplies
First written in FY2022-Q3. 9 of 12 entries say "Materialised", first in FY2022. Latest entry: FY2025.
Fuso Chemical moved to the "Worse" side of this theme in 2022, 2 years before the typical company in this theme (2024).
The whole theme swung hardest in 2025: 49 of 86 companies on the "Worse" side.
54 other companies' latest entry also says "Restated".
- FY2025RestatedAnnual report
「As logistics and procurement issues, shipments and production increased with the recovery of the semiconductor market, and procurement volumes rose significantly in line with increased production capacity. Purchase prices and energy prices have remained high amid inflation.」
The company reports that purchase and energy prices remain high and that procurement volumes have increased, continuing to identify risks from resource and energy prices and procurement uncertainty. - FY2025-H1MaterialisedAnnual report
「Operating profit fell below that of the previous interim consolidated accounting period, resulting in higher revenue but lower profit. Although ongoing selling price revisions had a positive effect, profit was affected by higher import and energy prices resulting from the weaker yen and lower production volumes because scheduled maintenance was carried out for a longer period than usual.」
Higher import prices due to the yen’s depreciation and higher energy prices actually emerged as cost pressures, and, together with lower production due to scheduled maintenance, reduced profit in the life sciences business. - FY2024MaterialisedAnnual report
「Operating profit declined from the previous consolidated fiscal year despite the benefits of price revisions and increased sales of vitamin C and other products, owing to lower sales, higher costs from production adjustments in response to lower sales volumes, and the continued high level of energy and other costs.」
The continued high level of energy and other costs and higher costs from production adjustments reduced operating profit despite the benefits of price revisions. - FY2024-Q3MaterialisedAnnual report
「Although the weaker yen had a positive effect, operating profit fell below that of the cumulative consolidated period of the previous quarter, with sales and profit declining due to lower net sales and higher costs from increased depreciation and startup expenses associated with the full-scale operation of new equipment at the Kashima Plant, higher energy prices and lower capacity utilization resulting from production adjustments.」
Higher energy prices have actually emerged as a cost burden on operating profit, together with depreciation and startup costs for new facilities and lower operating rates. - FY2024-Q2MaterialisedAnnual report
「Operating profit also fell below that of the cumulative period of the previous quarter, resulting in lower revenue and lower profit. Although the weaker yen had a positive effect, profit was affected by lower sales, higher depreciation and start-up costs associated with the full-scale operation of new equipment at the Kashima plant, higher energy prices and higher costs caused by lower operating rates.」
Higher energy prices have actually emerged as a cost burden on operating profit, together with depreciation and startup costs for new facilities and lower operating rates. - FY2024-Q1MaterialisedAnnual report
「Operating profit was lower than in the previous cumulative quarter of the consolidated fiscal year, resulting in declines in both revenue and profit, due to lower sales and higher costs from factors including increased energy prices and expenses related to the startup of new facilities.」
Higher energy prices and costs associated with starting up new facilities emerged during the quarter as a burden on operating profit in the electronic materials business. - FY2023MaterialisedAnnual report
「Despite the impact of higher costs resulting from soaring global raw material prices, higher import prices due to the yen’s depreciation, higher energy prices and increased logistics expenses, higher sales led to increases in both revenue and profit, with operating profit exceeding that of the previous consolidated fiscal year.」
Higher raw material and import prices, energy prices and logistics expenses continued to weigh on operating profit. - FY2023-Q3RestatedAnnual report
「Operating profit was affected by higher costs resulting from soaring global raw material prices, higher import prices due to the yen’s depreciation, higher energy prices and increased logistics expenses, but higher sales led to increases in both revenue and profit, with operating profit exceeding that of the previous cumulative quarter of the consolidated fiscal year.」
Higher raw material, import, energy and logistics costs continue to weigh on operating profit. - FY2023-Q2MaterialisedAnnual report
「Operating profit was affected by higher costs resulting from soaring global raw material prices, higher import prices due to the yen’s depreciation, higher energy prices and increased logistics expenses, but higher sales led to increases in both revenue and profit, with operating profit exceeding that of the previous cumulative quarter of the consolidated fiscal year.」
Higher raw material, import, energy and logistics costs have actually emerged as a burden on operating profit. - FY2023-Q1MaterialisedAnnual report
「Operating profit was affected by higher costs resulting from soaring global raw material prices, higher import prices due to the yen’s depreciation, higher energy prices and increased logistics expenses. However, higher sales led to increases in both revenue and profit, with operating profit exceeding that of the previous cumulative quarter of the consolidated fiscal year.」
Higher raw material, import, energy and logistics costs have actually emerged as a burden on operating profit. - FY2022MaterialisedAnnual report
「Although costs increased due to substantial rises in raw material and purchase prices and logistics expenses, profit increased significantly from the previous consolidated fiscal year because of higher sales, price revisions to secure an appropriate level of profit, the increase after conversion into yen resulting from the yen’s depreciation, and lower depreciation expenses for the Kashima malic acid facility.」
The company states that higher raw material and purchase prices and logistics expenses actually increased costs, and that it responded through price revisions and other measures. - FY2022-Q3First statedAnnual report
「Soaring resource and energy prices, disruption in logistics centered on ocean shipping, and the resulting increases in the prices of grain, raw materials and supplies, together with procurement uncertainty」
Separate from the previous risks of dependence on China for raw material procurement and disruption in ocean shipping, the company has for the first time explicitly identified a broad deterioration in the supply and cost environment, ranging from soaring resource and energy prices to higher prices and procurement uncertainty for grain, raw materials and supplies, as an integrated risk.