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Taisei Lamick Group Head Quarter & Innovation (4994) · InitiativeAdvancedLatest Revisions to earnings forecasts (2026-11-09): "Cited as achieved"

Sales price revisions in response to higher raw material costs

First written in FY2019-Q2. 9 of 19 entries say "Advanced", first in FY2020-Q1. Latest entry: 2026-11-09.

19entries
9years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2020-Q1 – FY2020OtherFY2024-Q1 – FY20242018: 12019: 320192020: 120202021: 020212022: 120222023: 320232024: 320242025: 220252026: 52026
Same theme, other companies
Earnings Improvement through Product Price Optimization and Cost ReductionA theme 40 companies write about · 1 as a headwind · 40 as a tailwind

The whole theme swung hardest in 2017: 2 of 11 companies on the "Worse" side.

2 other companies' latest entry also says "Cited as achieved".

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 40 companies compared. The sentences above are computed from all 40.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Operating profit ended at approximately the same level as the previous fiscal year. Increased sales in the packaging film segment and the effects of ongoing price revisions, together with raw material costs remaining below the initial outlook, lower processing costs from improved productivity and restrained selling, general and administrative expenses, absorbed increases in labor, logistics and other costs.」

    The company states that, in addition to the effects of ongoing price revisions, lower processing costs from improved productivity and restrained selling, general and administrative expenses absorbed increases in labor, logistics and other costs.
  2. 2026-05-15AdvancedRevisions to earnings forecasts

    「国内市場では、販売数量が底堅く推移したことに加え、継続的に取り組んでいる価格改定の効果により売上高は前年同期を上回りました。」

    継続的な価格改定の効果が国内市場の増収要因として記載されている。
  3. FY2026-H1RestatedAnnual report

    「Although the effects of ongoing price revisions in the domestic film segment and higher film sales in the Americas contributed positively, operating profit declined because the company was unable to fully absorb increases in labor, logistics and other costs.」

    The effects of ongoing price revisions have emerged, but operating profit declined because the company could not fully absorb increases in labor, logistics and other costs.
  4. FY2025AdvancedAnnual report

    「Operating profit increased by ¥750 million from the previous consolidated fiscal year to ¥2,372 million, up 46.3% year on year. The operating margin was 7.7%, up 1.9 percentage points year on year. The main factors were the effects of the price revisions implemented to date and firm orders.」

    Due to the effects of the ongoing price revisions and firm orders, operating profit was ¥2,372 million and the operating margin was 7.7%.
  5. FY2025-H1AdvancedAnnual report

    「In the current interim consolidated accounting period, as described above, energy costs and raw material prices remained high in the domestic market, but revenue and profit increased due to the effects of the price revisions implemented to date and the recovery in orders.」

    Despite energy and raw material costs remaining high, the domestic market posted higher revenue and profit due to the effects of the price revisions implemented to date and the recovery in orders.
  6. FY2024Realization of price revision effects and insufficient cost absorptionAnnual report

    「The main reason for the decline in profit was that, although the company advanced product price revisions in response to surging raw material and energy prices, these did not fully cover the increase in costs.」

    Although the effects of product price revisions progressed, the company could not absorb the increases in raw material and energy prices for the full fiscal year.
  7. FY2024-Q3RestatedAnnual report

    「During the current cumulative third quarter of the consolidated fiscal year, the effects of price revisions advanced since the previous year became evident, but the company was unable to offset higher costs, including raw materials, resulting in lower revenue and lower profit.」

    The company reconfirms that the effects of the price revisions implemented to date have emerged, but that it still cannot absorb the increases in raw material and other costs.
  8. FY2024-Q2RestatedAnnual report

    「During the current cumulative second quarter of the consolidated fiscal year, the effects of price revisions advanced since the previous year became evident, but the company was unable to offset higher costs, including raw materials, resulting in lower revenue and lower profit.」

    The company reconfirms that the effects of the price revisions implemented to date are emerging, but that it still cannot absorb the increases in raw material and other costs.
  9. FY2024-Q1Realization of price revision effects and insufficient cost absorptionAnnual report

    「During the current cumulative first quarter of the consolidated fiscal year, the effects of price revisions implemented from the previous fiscal year became evident, but the company was unable to offset the increase in energy costs and labor costs, in addition to persistently high raw material costs, amid an adjustment phase in demand for flexible packaging materials as described above, resulting in lower revenue and lower profit.」

    The company states that the price revisions implemented since the previous fiscal year took effect, but did not fully offset increases in raw material, energy and labor costs.
  10. FY2023-Q3AdvancedAnnual report

    「In the domestic market, demand remained firm, and the effect of price revisions also contributed to sales exceeding those of the same quarter of the previous year.」

    The company states that the effect of price revisions, following its ongoing reviews of selling prices, contributed to year-on-year revenue growth in the domestic packaging film segment.
  11. FY2022RestatedAnnual report

    「To secure profits under these conditions, we will pursue the provision of high-value-added products and services that capitalize on our strengths, while continuing to review selling prices and implement thorough cost reductions.」

    In response to changes in raw material and supply conditions, the company continues to pursue ongoing reviews of selling prices and cost reductions.
  12. FY2020AdvancedAnnual report

    「On the sales side, while volumes remained sluggish due to changes in market conditions, the effects of the sales price revisions pursued since the previous fiscal year are gradually emerging」

    The filing states that the effects of the sales price revisions continued from the previous fiscal year are gradually emerging and contributed to increases in gross profit and operating profit.
  13. FY2020-Q1AdvancedAnnual report

    「On the sales side, the effects of the sales price revisions pursued since last year are gradually emerging」

    The filing states that the effects of the sales price revisions continued in response to higher raw material costs are gradually emerging.
  14. FY2019RestatedAnnual report

    「In response to higher-than-expected raw material prices, the Company revised sales prices on the sales side and pursued cost reductions through productivity improvements on the production side, but these efforts did not fully offset the increased costs.」

    The Company continued to revise sales prices in response to higher raw material costs and reduce costs through productivity improvements, but was unable to fully absorb the increased costs.
  15. FY2019-Q3RestatedAnnual report

    「In response to higher raw material prices, we reviewed selling prices on the sales side and pursued cost reductions through productivity improvements on the production side, among other initiatives, but these measures did not fully offset the higher costs.」

    The Company continued to revise sales prices in response to higher raw material prices, but was unable to fully offset the increased costs.
  16. FY2019-Q2First statedAnnual report

    「In response to higher raw material prices, we reviewed selling prices on the sales side and pursued cost reductions through productivity improvements on the production side, among other initiatives.」

    The Company explicitly identifies sales price revisions as a measure to address rising raw material prices. Cost reductions through productivity improvements are related to the existing thread on optimizing the production system.
Moved together

"Positioning overseas markets as a key pillar of the new growth strategy" moved the same way as this thread, in the same document, in 7 of its 19 moves.

776544★123456
  1. ★This thread
  2. 1Positioning overseas markets as a key pillar of the new growth strategy7×
  3. 2Cost reductions through production optimization and in-house manufacturing7×
  4. 3Expansion of the machinery business through the DANGAN series6×
  5. 4Expanding production capacity through investment in plant and equipment5×
  6. 5Decline in Packaging Machinery Demand Following the Completion of South Korean Companies' Capital Investment Cycle4×
  7. 6Flexible Capital Policy Through Share Repurchases4×

★ is this thread; numbers match the list above. The number on a line is how many documents both moved the same way in; lines between the other threads count the documents they moved together in too. Threads that move together often sit closer.

When this could move next
Taisei Lamick Group Head Quarter & Innovation's next results are scheduled for 2026-11-09. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-11-09: "Cited as achieved".
News
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