Exposure to Petrochemical Feedstock and Crude Oil Price Fluctuations
First written in FY2016. 10 of 23 entries say "Worsened", first in FY2023-Q1. Latest entry: 2026-08-07.
Fujikura Kasei moved to the "Worse" side of this theme in 2022, 4 years after the typical company in this theme (2018).
The whole theme swung hardest in 2022: 40 of 57 companies on the "Worse" side.
13 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「The outlook is expected to remain uncertain, owing to soaring raw material and energy prices amid rising tensions in the Middle East, as well as concerns over the supply of petrochemical products.」
In addition to the existing risk from fluctuations in crude oil and raw material prices, soaring raw material and energy prices caused by rising tensions in the Middle East and concerns over the supply of petrochemical products were noted. - FY2026-H1WorsenedAnnual report
「The uncertain outlook is expected to continue because of persistently high raw material and energy prices, rising prices generally and the effects of U.S. trade policy, amid heightened international geopolitical risks.」
Geopolitical risk, persistently high raw material and energy prices and rising prices generally continue to be identified as sources of uncertainty in the business environment. - FY2024RestatedAnnual report
「As substantial fluctuations in crude oil prices tend to affect raw material prices through prices such as naphtha, significant fluctuations in international oil markets may affect the Group’s operating results and financial position. To prepare for these risks, the Group is taking steps to mitigate fluctuations in raw material prices, including centralized purchasing and diversifying suppliers by selecting procurement regions, and is working to secure a stable supply of raw materials.」
The Group continues to address raw material price fluctuation risk originating in crude oil and naphtha prices through centralized purchasing and supplier diversification. - FY2024-Q3RestatedAnnual report
「Japan’s economy during the cumulative third quarter was on a gradual recovery trend, but inflation associated with higher raw material and energy prices continued, and the uncertain situation is expected to persist.」
Higher raw material and energy prices and inflation continued, reaffirming the risk from rising costs. - FY2024-Q2RestatedAnnual report
「Japan’s economy during the cumulative second quarter saw continued normalization of economic activity. However, inflation associated with higher raw material and energy prices caused by the weaker yen continued, and the uncertain situation is expected to persist.」
Higher raw material and energy prices and inflation caused by the weaker yen continued, reaffirming the risk of profitability pressure from rising costs. - FY2024-Q1WorsenedAnnual report
「Japan’s economy during the cumulative first quarter was on a gradual recovery trend as economic activity normalized following the reclassification of COVID-19 to Category 5. However, persistently high raw material and energy prices and inflation caused by the weaker yen are pressuring profits, and the uncertain situation is expected to continue.」
Persistently high raw material and energy prices and inflation caused by the weaker yen are described as pressuring profits, indicating that the impact of cost-increase risk continues. - FY2023WorsenedAnnual report
「Profitability was pressured across all segments by soaring raw material prices and higher energy and logistics costs. The Group will continue to pursue measures to improve profitability, including price negotiations and cost reductions.」
In addition to soaring raw material prices, higher energy and logistics costs pressured profitability across all segments, and operating profit declined 71.5% year on year. - FY2023-Q3WorsenedAnnual report
「Meanwhile, in addition to the prolonged situation in Ukraine, the global semiconductor shortage, soaring energy prices and sharp foreign exchange movements mean that uncertainty is expected to continue both in Japan and overseas.」
Cost-increasing factors that may feed through to raw material prices, including soaring energy prices, continue. Uncertainty in the business environment, including raw material price fluctuations, also continues. - FY2023-Q2WorsenedAnnual report
「Revenue was pressured in each segment by soaring raw material prices. The Group will pursue measures to improve profitability, including price negotiations.」
Soaring raw material prices pressured profitability in each segment, and the impact of raw material price fluctuation risk has continued and expanded. - FY2023-Q1WorsenedAnnual report
「In addition, higher crude oil prices and other factors caused the prices of the raw materials used by the Company to soar, resulting in a significant deterioration in profit margins.」
Soaring raw material prices caused by higher crude oil prices and other factors actually resulted in a significant deterioration in profit margins, increasing the impact of raw material price fluctuation risk. - FY2022-Q3MaterialisedAnnual report
「Meanwhile, given reduced automobile production due to the semiconductor shortage and soaring raw material prices, among other factors, the uncertain situation is expected to continue.」
Soaring raw material prices are described as having actually occurred in the current business environment, indicating that the risk from petrochemical feedstock and crude oil price fluctuations has materialized. - FY2021RestatedAnnual report
「To prepare for these risks, the Group is taking steps to mitigate fluctuations in raw material prices, including centralized purchasing and diversifying suppliers by selecting procurement regions, and is working to secure a stable supply of raw materials.」
Mitigation measures for petrochemical feedstock and crude oil price fluctuation risk, including centralized purchasing and supplier diversification, continue. - FY2020MitigatedAnnual report
「To prepare for these risks, the Group is taking steps to mitigate fluctuations in raw material prices, including centralized purchasing and diversifying suppliers by selecting procurement regions, and is working to secure a stable supply of raw materials.」
The risk from petrochemical feedstock and crude oil price fluctuations continues, while supplier diversification through centralized purchasing and regional selection is specified as a countermeasure. - FY2019RestatedAnnual report
「Many of the products produced and sold by the Group use petrochemical products as their principal raw materials. As substantial fluctuations in crude oil prices tend to affect raw material prices, significant fluctuations in international oil markets may affect the Group’s operating results and financial position.」
The risk that petrochemical feedstock and crude oil price fluctuations may affect operating results continues to be disclosed in substance. - FY2019-Q2MaterialisedAnnual report
「The global economy remained in an uncertain environment, including worsening trade friction between the United States and China and soaring raw material prices associated with rising crude oil prices.」
Soaring raw material prices associated with rising crude oil prices are described as part of the actual economic environment, and the risk from petrochemical feedstock and crude oil price fluctuations continues to materialize. - FY2019-Q1MaterialisedAnnual report
「Although sales were broadly flat year on year amid steady demand, particularly in the automotive market, operating profit fell below the same period of the previous year because of higher raw material costs associated with rising crude oil prices, among other factors.」
Higher crude oil prices led to higher raw material costs and lower operating profit in the Coatings segment, making the risk from crude oil price fluctuations a realized impact. - FY2017RestatedAnnual report
「As substantial fluctuations in crude oil prices tend to affect raw material prices, significant fluctuations in international oil markets may affect the Group’s operating results and financial position.」
The risk that petrochemical feedstock and crude oil price fluctuations may affect operating results continues to be disclosed. - FY2016First statedAnnual report
「Many of the products produced and sold by the Group use petrochemical products as their principal raw materials. As substantial fluctuations in crude oil prices tend to affect raw material prices, significant fluctuations in international oil markets may affect the Group’s operating results and financial position.」
The possibility that crude oil prices may affect operating results through raw material prices is disclosed.