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Occurring Fact4918IVY COSMETICS CORPORATIONMaterials and Chemicals

Notice Regarding the Impact of Heightened Tensions in the Middle East (Follow-up)

Although difficulties in procuring raw materials due to the situation in the Middle East continue, the Company has secured the raw materials required for existing products for the fiscal year ending March 2027. In addition, the 50th-anniversary product is now expected to be launched within the fiscal year. The Company plans to revise and announce its earnings outlook again at a later date.

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Impact of Heightened Tensions in the Middle East (Update)

Subject Entity

IVY COSMETICS CORPORATION

Target Locations / Products

Existing products; raw materials for cosmetics and quasi-drugs; and the 50th-anniversary product (large skincare product)

Occurrence28 February 2026 (the date on which large-scale attacks by Israel and the United States against Iran and retaliatory attacks by Iran began)
This disclosure06/16/2026
Cause

Heightened tensions in the Middle East resulting from large-scale attacks by Israel and the United States against Iran and retaliatory attacks by Iran; the impact of the conflict on imports from the Middle East; and the shutdown or reduced operating rates of major plants

Accounting period in which recognized

Fiscal year ending March 2027

Impact on Earnings Forecast

The Company will confirm and scrutinize the procurement status of raw materials, producible quantities, manufacturing costs and other factors before announcing a revised earnings outlook for the current fiscal year at a later date.

Company response

Suspended operations

Major plants are shut down or operating at low rates. The suspension of shipments, production and sales by the filing company is Not disclosed.

Outlook

The Company has secured the raw materials required for the planned production volume of existing products for the fiscal year ending March 2027. The 50th-anniversary product is expected to be launched within the current fiscal year. After confirming the procurement status of raw materials and other factors and scrutinizing producible quantities, manufacturing costs and other factors, the Company will revise and announce its earnings outlook for the current fiscal year.

Planned follow-up disclosure

The Company will announce a revised earnings outlook for the current fiscal year at a later date.

Event that occurred
ItemDetails
Event nameImpact of Heightened Tensions in the Middle East (Update)
Date of occurrence28 February 2026 (the date on which large-scale attacks by Israel and the United States against Iran and retaliatory attacks by Iran began)
Subject EntityIVY COSMETICS CORPORATION
Target Locations / ProductsExisting products; raw materials for cosmetics and quasi-drugs; and the 50th-anniversary product (large skincare product)
CauseHeightened tensions in the Middle East resulting from large-scale attacks by Israel and the United States against Iran and retaliatory attacks by Iran; the impact of the conflict on imports from the Middle East; and the shutdown or reduced operating rates of major plants
Accounting period in which recognizedFiscal year ending March 2027
Impact on Earnings ForecastThe Company will confirm and scrutinize the procurement status of raw materials, producible quantities, manufacturing costs and other factors before announcing a revised earnings outlook for the current fiscal year at a later date.
Suspended operationsMajor plants are shut down or operating at low rates. The suspension of shipments, production and sales by the filing company is Not disclosed.
OutlookThe Company has secured the raw materials required for the planned production volume of existing products for the fiscal year ending March 2027. The 50th-anniversary product is expected to be launched within the current fiscal year. After confirming the procurement status of raw materials and other factors and scrutinizing producible quantities, manufacturing costs and other factors, the Company will revise and announce its earnings outlook for the current fiscal year.
Planned follow-up disclosureThe Company will announce a revised earnings outlook for the current fiscal year at a later date.
Items this document does not state (15)
Date recognized / date notice receivedAmount of Impact on Business PerformanceType of litigation or proceedingCourt or authorityPlaintiffDefendantDate of filing / date of actionClaim amount / surcharge amountAmount of receivables at risk of non-collection or delayed collectionScheduled resumption dateInvestigation structureMeasures to prevent recurrenceDirectors' and officers' liabilityVoting rights ownership percentage before the changeVoting rights ownership percentage after the change

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

The Company held relatively large inventories of existing products and raw materials, conducted early procurement in cooperation with its business partners, and was able to procure the raw materials for the 50th-anniversary product with the cooperation of its business partners. The Company also states that the agreement between the United States and Iran to end hostilities has increased the likelihood that the Strait of Hormuz will be reopened in the near future.

How to read this page

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Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice Regarding the Impact of Heightened Tensions in the Middle East (Follow-up) | IVY COSMETICS CORPORATION (4918) timely disclosure | Komori