Raw Material Price Volatility and Global Selling Price Competition
First written in FY2016. 20 of 37 entries say "Worsened", first in FY2019-Q2. Latest entry: 2026-08-20.
Chemipro Kasei moved to the "Worse" side of this theme in 2018, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 15 of 21 companies on the "Worse" side.
4 other companies' latest entry also says "Materialised".
- FY2026WorsenedAnnual report
「Demand remained sluggish from the second half of the previous fiscal year, accompanied by continued aggressive low-price selling. In addition, raw material prices and energy costs, which had remained high, rose further toward the end of the fiscal year, resulting in continued difficult conditions in terms of profit.」
As weak demand and aggressive low-price selling continued, raw material prices and energy costs rose further. The company also noted instability in procurement volumes and prices, indicating that the deterioration in the earnings environment is continuing. - FY2026-H1WorsenedAnnual report
「The downturn in demand that began in the second half of the previous fiscal year continued, and disparities in demand by region became more pronounced. Raw material prices and energy costs also remained high, leaving the company in a challenging situation in terms of profit.」
With weak demand and regional disparities in demand continuing, raw material prices and energy costs also remained high, and the company again described the earnings environment as challenging. - FY2025WorsenedAnnual report
「Demand remained at the level seen in the second half of the previous fiscal year but slowed in the second half. Raw material prices and energy costs also remained high, leaving the company in a challenging situation.」
Demand slowed in the second half, while raw material prices and energy costs remained high. Although the company pursued price pass-through, it was unable to absorb all of the cost increases, and the impact on the earnings environment is reflected in its results. - FY2025-H1WorsenedAnnual report
「Amid these economic conditions, demand in the fine chemicals industry in which the company operates remained at the same level as in the second half of the previous fiscal year, but raw material prices and energy costs remained high, leaving the industry in a challenging situation.」
The company continues to describe a challenging earnings environment, with demand remaining at the same level as in the second half of the previous year and raw material prices and energy costs remaining high. - FY2024-Q3MitigatedAnnual report
「Although there are signs that the inventory adjustment for core products in global markets, which had been stalled during the first half of the fiscal year, is easing, the company continues to face strong headwinds in both sales and profit.」
The company indicated some easing from its previous recognition that inventory adjustments for core products in global markets would be prolonged, stating that there were signs of a resolution. At the same time, it continues to face strong headwinds in both sales and profit. - FY2024-Q2WorsenedAnnual report
「Amid these economic conditions, the fine chemicals industry in which the company operates remained in a challenging earnings environment, due to the continued depreciation of the yen and unstable raw material and energy prices. In addition, the company is facing strong headwinds in both sales and profit, as inventory adjustments for its core products in global markets have been prolonged.」
The company explains that, in addition to yen depreciation and unstable raw material and energy prices, the inventory adjustment phase for its core products in global markets has been prolonged, with headwinds in both sales and profit continuing and intensifying. - FY2024-Q1WorsenedAnnual report
「Amid these economic conditions, the fine chemicals industry in which the company operates remained in a challenging earnings environment, due to the continued depreciation of the yen and unstable raw material and energy prices. In addition, the company is facing strong headwinds in both sales and profit, as inventory adjustments for its core products in global markets became pronounced.」
In addition to continued yen depreciation and unstable raw material and energy prices, pronounced inventory adjustments for core products in global markets have created "strong headwinds" for both sales and profit, the company explains. - FY2023WorsenedAnnual report
「The fine chemicals industry in which the company operates remained in an extremely challenging sales and earnings environment, due to the continued depreciation of the yen, high raw material and energy prices, and supply concerns.」
The company continues to describe the sales and earnings environment as an "extremely challenging situation," as yen depreciation, high raw material and energy prices, and supply concerns persist. - FY2023-Q3WorsenedAnnual report
「Amid these economic conditions, the fine chemicals industry in which the company operates remained in an extremely challenging sales and earnings environment, due to the continued depreciation of the yen, high raw material and energy prices, and supply concerns.」
Citing the continued depreciation of the yen, high raw material and energy prices, and supply concerns, the company continues to describe the sales and earnings environment as an "extremely challenging situation." - FY2023-Q2WorsenedAnnual report
「The fine chemicals industry in which the company operates remained in an extremely challenging sales and earnings environment, as further yen depreciation coincided with continued high raw material and energy prices and supply concerns.」
The company explains that, in addition to further yen depreciation, continued high raw material and energy prices and supply concerns have left the sales and earnings environment in an "extremely challenging situation." - FY2023-Q1WorsenedAnnual report
「Amid these economic conditions, the fine chemicals industry in which the company operates remained in an extremely challenging sales and earnings environment, as the sharp depreciation of the yen and geopolitical risks continued to drive up raw material and energy prices and create supply concerns, while disruptions in the logistics network that began last year also persisted.」
In addition to the ongoing volatility in raw material prices, supply concerns and price competition, the rapid depreciation of the yen, soaring raw material and energy prices, and continuing disruptions in the logistics network have left the sales and earnings environment in an "extremely challenging situation," the company explains. - FY2022WorsenedAnnual report
「The global economy remains uncertain as the end of the COVID-19 pandemic remains out of sight and the extremely serious geopolitical risk arising from Russia's invasion of Ukraine has expanded. In addition to the continuing impact of disruptions in maritime transport and the semiconductor shortage on the industry in which we operate, soaring raw material and energy prices and supply concerns stemming in part from geopolitical risks have made conditions for revenue and earnings increasingly difficult.」
In addition to the ongoing volatility in raw material prices, supply concerns and competition over selling prices, the company cites the invasion of Ukraine, disruptions in shipping, and soaring raw material and energy prices, explaining that the sales and earnings environment has become even more challenging. - FY2022-Q3WorsenedAnnual report
「In this economic environment, the fine chemicals industry in which we operate faces concerns about the impact of the semiconductor shortage on manufacturing industries and disruptions to logistics networks. Together with continuing raw material price fluctuations and supply concerns, these factors mean that conditions for revenue and earnings remain unpredictable.」
In addition to longstanding raw material price fluctuations and supply concerns, the company cites disruptions to logistics networks and describes conditions for revenue and earnings as unpredictable. - FY2022-Q2RestatedAnnual report
「In this economic environment, concerns about the impact of the semiconductor shortage on the automotive industry, together with continuing raw material price fluctuations, supply concerns and selling price competition, have left the difficult conditions for revenue and earnings unchanged in the fine chemicals industry in which we operate.」
Although concerns about the impact of the semiconductor shortage on the automotive industry have been added, raw material price fluctuations, supply concerns and selling price competition continue, and the difficult conditions for revenue and earnings are unchanged. - FY2022-Q1RestatedAnnual report
「In this economic environment, concerns about the impact of the semiconductor shortage on the automotive industry, together with continuing raw material price fluctuations, supply concerns and selling price competition, have left the difficult conditions for revenue and earnings unchanged in the fine chemicals industry in which we operate.」
Although concerns about the impact of the semiconductor shortage on the automotive industry have been added, raw material price fluctuations, supply concerns and selling price competition continue, and the difficult conditions for revenue and earnings are unchanged. - FY2021-Q3RestatedAnnual report
「In this economic environment, uncertainty remains high in the fine chemicals industry in which we operate. In addition, longstanding raw material price fluctuations and continuing selling price competition have left the difficult conditions for revenue and earnings unchanged.」
The company explains that uncertainty in the fine chemicals industry, raw material price fluctuations and selling price competition continue, with no change in the difficult conditions for revenue and earnings. - FY2021-Q2RestatedAnnual report
「In addition, continuing raw material price fluctuations and selling price competition have made the conditions for revenue and earnings increasingly difficult.」
The company continues to indicate that raw material price fluctuations and selling price competition persist, making conditions for revenue and earnings difficult. - FY2021-Q1WorsenedAnnual report
「The fine chemicals industry in which we operate has been hit extremely hard by domestic and overseas economic conditions. In addition, persistent raw material price fluctuations and supply concerns, together with continuing price competition, have made the conditions for revenue and earnings increasingly difficult.」
The company explains that, in addition to the extremely severe impact of COVID-19 on the industry, raw material price fluctuations, supply concerns and continuing price competition have made the conditions for revenue and earnings even more difficult. - FY2020WorsenedAnnual report
「Price fluctuations and supply concerns caused by crude oil prices and a decline in the number of suppliers have become persistent. In addition, the spread of COVID-19 has had a significant impact on demand, logistics networks and other areas, and, combined with longstanding price competition, has made the conditions for revenue and earnings increasingly difficult.」
In addition to price fluctuations and supply concerns caused by crude oil prices and a decline in the number of suppliers, the company cites the impact of the spread of infectious diseases on demand and logistics, explaining that the earnings environment has become even more difficult alongside longstanding price competition. - FY2020-Q3RestatedAnnual report
「Against this backdrop of domestic and overseas economic conditions, price fluctuations in raw materials caused by crude oil prices and supply concerns resulting from a decline in the number of suppliers have become persistent in the fine chemicals industry in which we operate. Price competition also continues, and the difficult conditions for revenue and earnings are unchanged.」
The company cites raw material price fluctuations caused by crude oil prices, supply concerns resulting from a decline in the number of suppliers and continuing price competition, while stating that the difficult conditions for revenue and earnings themselves are unchanged. - FY2020-Q2RestatedAnnual report
「Against this backdrop of domestic and overseas economic conditions, raw material prices in the fine chemicals industry in which we operate remain unstable due to crude oil prices, foreign exchange trends and changes in suppliers' production capacity. Severe price competition also continues, and there has been no change in the conditions for revenue and earnings.」
The company states that unstable raw material prices due to crude oil prices, foreign exchange trends and suppliers' production capacity, as well as severe price competition, continue, with no change in the conditions for revenue and earnings. - FY2020-Q1RestatedAnnual report
「Against this backdrop of domestic and overseas economic conditions, raw material prices in the fine chemicals industry in which we operate remain unstable due to crude oil prices, foreign exchange trends and changes in suppliers' production capacity. Price competition has not subsided, and there has been no change in the difficult conditions for revenue and earnings.」
The company cites unstable raw material prices due to crude oil prices, foreign exchange trends and suppliers' production capacity, together with continuing price competition, and states that the difficult revenue and earnings environment is unchanged. - FY2019-Q3WorsenedAnnual report
「Against this backdrop of domestic and overseas economic conditions, raw material prices in the fine chemicals industry in which we operate remain unstable due to crude oil prices and foreign exchange trends, while selling price competition has not subsided. Revenue and the earnings environment remain challenging. In addition, we have been significantly affected by intensifying competition resulting from changes in the global production structure for our core ultraviolet absorber products, creating extremely strong headwinds for our results.」
In addition to difficult conditions involving raw material prices and selling price competition, intensifying competition resulting from changes in the global production structure for ultraviolet absorbers is described as creating extremely strong headwinds for results. - FY2019-Q2WorsenedAnnual report
「Against this backdrop of domestic and overseas economic conditions, raw material prices in the fine chemicals industry in which we operate remain unstable due to crude oil prices and foreign exchange trends, while selling price competition has intensified with changes in global production structures and other factors. Revenue and the earnings environment are therefore extremely challenging.」
The company cites unstable raw material prices and intensifying selling price competition associated with changes in global production structures, describing conditions for revenue and earnings as extremely challenging. - FY2019-Q1RestatedAnnual report
「Raw material prices remain volatile due to crude oil prices and foreign exchange trends, and selling price competition has not eased amid changes in global production structures and other factors. As a result, difficult conditions continue for both revenue and the earnings environment.」
The company indicates that raw material price volatility and global selling price competition continue. - FY2018MaterialisedAnnual report
「In addition, higher manufacturing costs resulting from soaring raw material prices reduced operating income to ¥367 million, down 18.8%, ordinary income to ¥274 million, down 23.3%, and net income to ¥192 million, down 36.2%.」
The risk of raw material price fluctuations materialized in the form of higher manufacturing costs and lower profits. - FY2018-Q3RestatedAnnual report
「Against this backdrop of domestic and overseas economic conditions, raw material prices in the fine chemicals industry in which we operate remain volatile due to crude oil prices, foreign exchange trends and changes in global production structures. Selling price competition has not eased, and difficult conditions continue across the earnings environment.」
The company continues to identify raw material price volatility arising from crude oil prices, foreign exchange trends and global production structures, together with continuing selling price competition, as factors affecting the earnings environment. - FY2018-Q2RestatedAnnual report
「Against this backdrop of domestic and overseas economic conditions, raw material prices in the fine chemicals industry in which we operate remain volatile due to crude oil prices and foreign exchange trends, while global selling price competition has not eased. Overall, the earnings environment is unchanged.」
The company indicates that raw material prices remain volatile due to crude oil prices and foreign exchange trends, and that global selling price competition continues. - FY2018-Q1RestatedAnnual report
「In the fine chemicals industry in which we operate, raw material prices are unstable because they are affected by crude oil prices and foreign exchange trends, while global selling price competition has not eased. Overall, the earnings environment is unchanged.」
The company explains that there has been no material change in the earnings environment with respect to raw material price instability, foreign exchange trends and global selling price competition. - FY2017RestatedAnnual report
「We procure raw materials mainly through domestic competitive bidding, while also importing through domestic agents and other channels, primarily from Asia and Europe, where procurement costs are lower. Although we have master agreements with these suppliers covering stable quality and supply volumes, supply could become unstable due to changes in political and economic conditions. In addition, some of the raw materials we use are subject to price fluctuations caused by international movements in crude oil prices and economic conditions in resource-exporting countries, which could affect our results.」
In addition to raw material price fluctuations, supply disruptions caused by political and economic conditions in source countries are identified as a risk. - FY2017-Q3RestatedAnnual report
「In the fine chemicals industry in which we operate, raw material prices have been trending higher due to changes in crude oil prices, foreign exchange trends are unstable, and global selling price competition has not eased. Overall, the earnings environment is unchanged.」
The company cites rising raw material prices, unstable foreign exchange markets and continuing global selling price competition, while stating that there has been no material change in the overall earnings environment. - FY2016First statedAnnual report
「Our raw material prices may fluctuate significantly due to international movements in crude oil prices and economic conditions in resource-exporting countries. Our core ultraviolet absorber products are used worldwide, and their selling prices are subject to global competition.」
Fluctuations in raw material and selling prices are identified as risks that could affect profitability, and efforts are being made to strengthen cost competitiveness.