Komori
Terumo (4543) · RiskRestated

Raw-Material Price Volatility

First written in FY2016. 3 of 5 entries say "Restated". Latest entry: 2026-05-15.

5entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016RestatedFY2024 – 2026-05-152016: 120162017: 020172018: 020182019: 020192020: 020202021: 020212022: 020222023: 120232024: 120242025: 120252026: 1
Same theme, other companies
Impact of Raw Material Price Fluctuations on EarningsA theme 65 companies write about · 57 as a headwind · 5 as a tailwind

The whole theme swung hardest in 2022: 40 of 57 companies on the "Worse" side.

17 other companies' latest entry also says "Restated".

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 65 companies compared. The sentences above are computed from all 65.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-15RestatedEarnings

    「We expect the macro environment to remain subject to supply chain disruptions and the risk of higher raw material prices.」

    The Company indicated that the risk of higher raw material prices would continue into the next fiscal year.
  2. FY2025RestatedAnnual report

    「The macro environment is expected to see supply chain disruption risks ease, while elevated raw material prices are expected to persist.」

    Persistently elevated raw material prices were cited as a business environment risk that would continue even after supply chain disruptions ease.
  3. FY2024RestatedAnnual report

    「While some areas of the macro environment, including energy-related costs such as electricity and gas, have improved, elevated raw material prices and the risk of supply chain disruptions are expected to continue.」

    The risk of higher raw material prices continues in the form of persistently elevated raw material prices, although some improvement has been seen in energy-related costs.
  4. FY2023WorsenedAnnual report

    「While there are signs that the macro environment is improving in some areas, difficult conditions are expected to continue, including further increases in raw material prices and energy-related costs such as electricity and gas.」

    Regarding the risk of fluctuations in raw material prices, the Company disclosed that further increases in raw material prices and energy-related costs could continue into the next fiscal period.
  5. FY2016First statedAnnual report

    「Because many of the raw materials used to manufacture the Company's products, including plastics, are petroleum-based, a global surge in resource prices could increase raw material procurement costs and affect the Company's business performance and financial condition.」

    Risk of higher costs due to reliance on petroleum-based raw materials.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
No upcoming earnings preview for Terumo yet. It last moved in the Earnings of 2026-05-15: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Raw-Material Price Volatility | TERUMO CORPORATION (4543) | Komori