Discontinuation of raw material and supply deliveries, quality issues, and changes in laws and regulations
First written in FY2016. 10 of 28 entries say "Materialised", first in FY2017-Q2. Latest entry: 2026-10-08.
Ivy Cosmetics moved to the "Worse" side of this theme in 2016, 4 years before the typical company in this theme (2020).
The whole theme swung hardest in 2018: 5 of 7 companies on the "Worse" side.
0 other companies' latest entry also says "Raised".
- 2026-10-08Raiseds.kabutan.jp
「For the full-year forecast for the fiscal year ending March 2027, we have revised the operating profit forecast from ¥330 million to ¥390 million and the ordinary profit forecast from ¥330 million to ¥390 million.」
Following strong first-half performance, the full-year operating profit and ordinary profit forecasts were raised from ¥330 million to ¥390 million, while the net income forecast was raised from ¥250 million to ¥290 million. - FY2026WorsenedAnnual report
「In particular, the closure of the Strait of Hormuz, a major transport route for crude oil, naphtha and other materials, due to the impact of the conflict in the Middle East that began in February 2026, has had a major impact on the cosmetics industry as a downstream industry.」
In addition to the existing risks of soaring raw material and materials prices and supply constraints, the company specifically describes the impact of the Middle East conflict and the closure of the Strait of Hormuz on transportation and the supply of raw materials. - FY2025RestatedAnnual report
「If the supply of raw materials and other materials is suspended for various reasons, if the prices of raw materials and other materials rise more sharply than expected, or if amendments to the Pharmaceuticals and Medical Devices Act make previously used raw materials unavailable, this may affect the manufacture and sale of major products and adversely affect our management indicators and financial condition.」
The company continues to disclose the risk that supply suspensions, soaring raw material prices and amendments to the Pharmaceuticals and Medical Devices Act could affect manufacturing and sales. - FY2024RestatedAnnual report
「If the supply of raw materials and other materials is suspended for various reasons, if the prices of raw materials and other materials rise more sharply than expected, or if amendments to the Pharmaceuticals and Medical Devices Act make previously used raw materials unavailable, this may affect the manufacture and sale of major products and adversely affect our management indicators and financial condition.」
The company continues to disclose the risk that supply suspensions, soaring raw material prices and amendments to the Pharmaceuticals and Medical Devices Act could affect manufacturing and sales. - FY2024-Q3MaterialisedAnnual report
「In terms of profit, the cost-of-sales ratio increased by 1.2 percentage points from the cumulative period of the same quarter of the previous year. This was due to the higher proportion of products with high cost ratios in the product mix, as well as the gradual impact of higher prices for materials and raw materials.」
Higher prices for materials and raw materials, together with changes in the product mix, affected results in the form of a 1.2-percentage-point increase in the cost-of-sales ratio. - FY2024-Q2WorsenedAnnual report
「In terms of profit, the cost-of-sales ratio increased by 2.1 percentage points from the cumulative period of the same quarter of the previous year. This was due to the higher proportion of products with high cost ratios in the product mix, as well as the gradual impact of higher prices for materials and raw materials.」
Higher materials and raw material prices, together with changes in the product mix, affected results in the form of a 2.1-percentage-point increase in the cost-of-sales ratio, making the impact more concrete than in the previous quarter. - FY2024-Q1MaterialisedAnnual report
「In terms of profit, the cost-of-sales ratio increased by 1.8 percentage points from the cumulative period of the same quarter of the previous year. This was due to the gradual impact of higher prices for materials and raw materials.」
The increase in materials and raw material prices affected results in the form of a 1.8-percentage-point increase in the cost-of-sales ratio. - FY2023-Q2MaterialisedAnnual report
「Amid rising raw material prices due to soaring resource prices and foreign exchange fluctuations」
The company states that higher raw material prices have emerged as an actual part of the operating environment. - FY2023-Q1WorsenedAnnual report
「On the other hand, the international situation surrounding Ukraine has caused increases in raw material and energy prices and supply constraints, while continued inflation has made the economic outlook uncertain, leading to expectations for further measures.」
Risks relating to the supply of raw materials and other materials are described in terms of the actual operating environment, including increases in raw material and energy prices stemming from the situation in Ukraine, supply constraints and inflation. - FY2022WorsenedAnnual report
「If the supply of raw materials and other materials is suspended for various reasons, if the prices of raw materials and other materials rise more sharply than expected, or if amendments to the Pharmaceuticals and Medical Devices Act make previously used raw materials unavailable, this may affect the manufacture and sale of major products and adversely affect our management indicators and financial condition.」
In addition to the existing risks of supply suspensions, quality problems and regulatory changes, the company explicitly identifies higher-than-expected prices for raw materials and other materials. - FY2021RestatedAnnual report
「If the supply of raw materials and other materials is suspended for various reasons, if problems arise with raw materials or other materials, or if amendments to the Pharmaceuticals and Medical Devices Act make previously used raw materials unavailable, this may affect the manufacture and sale of major products and adversely affect our management indicators and financial condition.」
Supply, regulatory and other risks continue to be disclosed, including supply suspensions, quality problems and amendments to the Pharmaceuticals and Medical Devices Act. - FY2018WorsenedAnnual report
「If a large-scale disaster occurs, it may affect the stable supply of certain raw materials and materials.」
Adds the impact of large-scale disasters on supply as a risk, in addition to supply suspensions, raw material problems and amendments to the Act on Securing Quality, Efficacy and Safety of Products Including Pharmaceuticals and Medical Devices. - FY2017-Q2MaterialisedAnnual report
「Despite making various efforts in procuring and manufacturing the new product, shipments representing approximately one-quarter of orders were delayed until the third quarter.」
A supply problem actually occurred in procuring and manufacturing the new product, delaying shipments representing approximately one-quarter of orders until the third quarter. - FY2016First statedAnnual report
「If the supply of raw materials or materials is suspended for various reasons, if problems arise with raw materials or materials, or if amendments to the Act on Securing Quality, Efficacy and Safety of Products Including Pharmaceuticals and Medical Devices make previously used raw materials unavailable, the manufacture and sale of major products may be affected, potentially adversely impacting the Group's management indicators and financial condition.」
Identifies supply suspensions, raw material problems and amendments to laws and regulations as factors that could affect the manufacture and sale of major products.