Komori
Fumakilla Limited (4998) · RiskMaterialised

Impact of exchange-rate fluctuations as overseas sales expand

First written in FY2016. 33 of 38 entries say "Materialised", first in FY2017-Q2. Latest entry: 2026-11-09.

38entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2020-Q1 – 2026-11-092016: 320162017: 320172018: 420182019: 420192020: 420202021: 420212022: 420222023: 420232024: 320242025: 120252026: 42026
Same theme, other companies
Rising Dependence on Overseas Sales and Performance Risk from Foreign Exchange FluctuationsA theme 83 companies write about · 81 as a headwind · 0 as a tailwind

Fumakilla Limited moved to the "Worse" side of this theme in 2017, 1 year after the typical company in this theme (2016).

The whole theme swung hardest in 2019: 34 of 71 companies on the "Worse" side.

15 other companies' latest entry also says "Materialised".

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 83 companies compared. The sentences above are computed from all 83.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「The Group's overseas sales for the current consolidated fiscal year were ¥50.733 billion, accounting for 65.6% of total sales. Foreign exchange fluctuations may affect the Group's results and other performance indicators through changes in overseas sales after conversion into yen and fluctuations in the cost of purchases from overseas.」

    Overseas sales increased to ¥50.733 billion, accounting for 65.6% of total sales, with foreign exchange exposure through yen-converted sales and purchase costs identified as a significant exposure.
  2. 2026-05-12MaterialisedRevision to earnings forecasts

    「連結売上高につきましては、海外が現地通貨で増加し、加えて円安の影響も受け増収となりました。」

    海外売上の現地通貨ベースの増加と円安による円貨ベースの増収影響が、通期売上予想の上振れ要因として記載されている。
  3. FY2026-H1MaterialisedAnnual report

    「Although the yen was stronger than in the previous year, creating a negative foreign exchange factor for overseas sales, overseas sales increased 1.0% year on year to ¥25.350 billion, driven mainly by growth in Europe and other regions. Excluding the impact of foreign exchange fluctuations, sales increased 5.5%.」

    The stronger yen actually emerged as a negative factor that constrained the increase in overseas sales on a yen basis, which grew 1.0% compared with 5.5% excluding foreign exchange fluctuations.
  4. FY2025-H1MaterialisedAnnual report

    「Meanwhile, overseas sales increased 18.5% year on year to ¥25.107 billion, as core markets including Indonesia and Italy exceeded the previous fiscal year's levels in local-currency terms and sales on a yen basis were also affected by the weaker yen. Excluding the impact of foreign exchange fluctuations, sales increased 12.0%.」

    In addition to higher sales in local-currency terms, overseas sales growth on a yen basis, affected by the weaker yen, exceeded growth excluding foreign exchange fluctuations.
  5. FY2024MaterialisedAnnual report

    「The Group's overseas sales for the current consolidated fiscal year were ¥39.020 billion, accounting for 57.7% of total sales. Depending on fluctuations in overseas sales after conversion into yen and the impact on purchases from overseas, foreign exchange fluctuations may affect the Group's results and other performance indicators.」

    Overseas sales increased to ¥39.020 billion, accounting for 57.7% of total sales, with the foreign exchange impact reflected in actual results through the increase in overseas sales affected by the weaker yen.
  6. FY2024-Q3MaterialisedAnnual report

    「Meanwhile, overseas sales increased 9.4% year on year to ¥31.172 billion, as Southeast Asian markets, including core market Indonesia, exceeded the previous year's levels in local-currency terms and sales on a yen basis were also affected by the weaker yen. Excluding the impact of foreign exchange fluctuations, sales increased 4.6%.」

    In addition to higher sales in local-currency terms, the impact of the weaker yen, which pushed up overseas sales on a yen basis, was reflected in the increase in overseas sales.
  7. FY2024-Q2MaterialisedAnnual report

    「Meanwhile, overseas sales increased 12.2% year on year to ¥21.184 billion, as core markets including Indonesia and Italy exceeded the previous year's levels in local-currency terms and sales on a yen basis were also affected by the weaker yen. Excluding the impact of foreign exchange fluctuations, sales increased 7.7%.」

    In addition to higher sales in local-currency terms, overseas sales increased 12.2% year on year on a yen basis due to the impact of the weaker yen. The foreign exchange impact is reflected in actual results.
  8. FY2024-Q1MaterialisedAnnual report

    「Meanwhile, overseas sales increased 7.7% year on year to ¥9.245 billion, as core markets including Indonesia and Italy exceeded the previous year's levels in local-currency terms and sales on a yen basis were also affected by the weaker yen. Excluding the impact of foreign exchange fluctuations, sales increased 2.6%.」

    In addition to higher sales in local-currency terms, the weaker yen contributed to a 7.7% year-on-year increase in overseas sales on a yen basis, with the foreign exchange impact reflected in actual results.
  9. FY2023MaterialisedAnnual report

    「The Group's overseas sales for the current consolidated fiscal year were ¥33.856 billion, accounting for 54.9% of total sales. Depending on fluctuations in overseas sales after conversion into yen and the impact on purchases from overseas, foreign exchange fluctuations may affect the Group's results and other performance indicators.」

    Overseas sales increased to ¥33.856 billion, accounting for 54.9% of total sales, with the foreign exchange impact reflected in actual results, including a 41.2% year-on-year increase in overseas sales on a yen basis due to the weaker yen.
  10. FY2023-Q3MaterialisedAnnual report

    「Meanwhile, overseas sales increased 65.0% year on year to ¥28.482 billion, as sales in Southeast Asian countries exceeded the previous fiscal year's levels, a consolidated subsidiary in Europe was added to the scope of consolidation, and sales on a yen basis were also significantly affected by the weaker yen. Excluding the impact of foreign exchange fluctuations, sales increased 42.5%.」

    The addition of the European subsidiary to the scope of consolidation, higher sales in Southeast Asia and the impact of the weaker yen resulted in a 65.0% year-on-year increase in overseas sales on a yen basis.
  11. FY2023-Q2MaterialisedAnnual report

    「Meanwhile, overseas sales increased 73.6% year on year to ¥18.879 billion, as a consolidated subsidiary in Europe was added to the scope of consolidation, existing operations in Southeast Asia remained firm in local-currency terms, and sales on a yen basis were also significantly affected by the weaker yen. Excluding the impact of foreign exchange fluctuations, sales increased 48.6%.」

    In addition to the addition of the European subsidiary to the scope of consolidation and higher sales in Southeast Asia, the impact of the weaker yen was reflected in actual results as a significant increase in overseas sales on a yen basis.
  12. FY2023-Q1MaterialisedAnnual report

    「Meanwhile, overseas sales increased 46.8% year on year to ¥8.581 billion, as a consolidated subsidiary in Europe was added to the scope of consolidation, existing operations in Southeast Asia remained firm in local-currency terms, and sales on a yen basis were also significantly affected by the weaker yen. Excluding the impact of foreign exchange fluctuations, sales increased 35.9%.」

    In addition to firm performance in local-currency terms, overseas sales were significantly affected by the weaker yen and increased 46.8% year on year on a yen basis. The impact of foreign exchange fluctuations is reflected in actual results.
  13. FY2022MaterialisedAnnual report

    「The Group's overseas sales for the current consolidated fiscal year were ¥23.978 billion, accounting for 45.5% of total sales. The impact of foreign exchange fluctuations on the Group's consolidated results is currently limited in terms of profit, taking into account the impact on purchases from overseas, but fluctuations in overseas sales after conversion into yen and other factors may affect the Group's results and other performance indicators.」

    Overseas sales increased to ¥23.978 billion, accounting for 45.5% of total sales, with the foreign exchange impact reflected in actual results through the increase in overseas sales on a yen basis resulting from the weaker yen.
  14. FY2022-Q3MaterialisedAnnual report

    「Meanwhile, overseas sales remained strong in local-currency terms in Southeast Asian countries and, having also been affected by the weaker yen on a yen basis, amounted to ¥17.262 billion.」

    The strong performance of overseas sales in local-currency terms and the impact of the weaker yen on sales on a yen basis are disclosed as actual results.
  15. FY2022-Q2MaterialisedAnnual report

    「Meanwhile, overseas sales remained strong in local-currency terms in Southeast Asian countries and, having also been affected by the weaker yen on a yen basis, amounted to ¥10.874 billion.」

    The disclosure states that, in addition to strong performance in local-currency terms in Southeast Asia, the weaker yen affected overseas sales on a yen basis.
  16. FY2022-Q1MaterialisedAnnual report

    「Meanwhile, overseas sales remained strong in local-currency terms in all countries and, having also been significantly affected by the weaker yen on a yen basis, amounted to ¥5.845 billion.」

    While overseas sales were strong in local-currency terms, overseas sales on a yen basis, affected by the weaker yen, were disclosed at ¥5.845 billion, with the foreign exchange impact reflected in actual results.
  17. FY2021MaterialisedAnnual report

    「The Group's overseas sales for the current consolidated fiscal year were ¥20.549 billion, accounting for 42.3% of total sales. The impact of foreign exchange fluctuations on the Group's consolidated results is currently limited in terms of profit, taking into account the impact on purchases from overseas, but fluctuations in overseas sales after conversion into yen and other factors may affect the Group's results and other performance indicators.」

    With overseas sales of ¥20.549 billion accounting for 42.3% of total sales, the foreign exchange impact is reflected in actual results, as growth in local-currency terms was limited to a 2.4% increase on a yen basis due to the stronger yen.
  18. FY2021-Q3MaterialisedAnnual report

    「Meanwhile, as the impact of COVID-19 on both sales and manufacturing was minimal, overseas sales remained firm in local-currency terms in all countries and, despite being affected by the stronger yen on a yen basis, increased 6.1% year on year to ¥15.256 billion, or 11.6% excluding the impact of foreign exchange fluctuations.」

    Overseas sales were firm in local-currency terms, while the stronger yen reduced growth on a yen basis from 11.6% to 6.1%, with the foreign exchange impact reflected in actual results.
  19. FY2021-Q2MaterialisedAnnual report

    「Meanwhile, as the impact of COVID-19 on both sales and manufacturing was minimal, overseas sales remained firm in local-currency terms in all countries and, despite being affected by the stronger yen on a yen basis, increased 4.9% year on year to ¥9.755 billion, or 7.4% excluding the impact of foreign exchange fluctuations.」

    Overseas sales were firm in local-currency terms, while the stronger yen reduced growth on a yen basis from 7.4% to 4.9%, with the foreign exchange impact reflected in actual results.
  20. FY2021-Q1MaterialisedAnnual report

    「Meanwhile, overseas sales decreased 2.6% year on year to ¥4.453 billion on a yen basis, although sales in all countries remained firm in local-currency terms from January to March, before the impact of COVID-19, representing a 13.5% increase excluding the impact of foreign exchange fluctuations, as the sales were affected by the stronger yen.」

    Overseas sales increased in local-currency terms but declined 2.6% year on year on a yen basis because of the stronger yen, with the foreign exchange impact reflected in actual results.
  21. FY2020MaterialisedAnnual report

    「Meanwhile, overseas sales increased 16.4% year on year to ¥20.073 billion on a yen basis, as sales at the Indonesian subsidiary performed well, representing a 14.3% increase excluding the impact of foreign exchange fluctuations.」

    The difference between overseas sales on a yen basis and excluding foreign exchange fluctuations shows that the foreign exchange impact is reflected in the current year's results.
  22. FY2020-Q3MaterialisedAnnual report

    「Meanwhile, overseas sales increased 12.8% year on year to ¥14.381 billion on a yen basis, as sales at the Indonesian subsidiary performed well, representing a 15.7% increase excluding the impact of foreign exchange fluctuations.」

    The difference between overseas sales growth on a yen basis and excluding foreign exchange fluctuations shows that the foreign exchange impact is reflected in actual results.
  23. FY2020-Q2MaterialisedAnnual report

    「Overseas sales increased 16.6% year on year to ¥9.298 billion on a yen basis, as sales at the Indonesian subsidiary performed well, representing a 19.8% increase excluding the impact of foreign exchange fluctuations.」

    The difference between overseas sales growth excluding foreign exchange fluctuations and growth on a yen basis shows that the foreign exchange impact is reflected in actual results.
  24. FY2020-Q1MaterialisedAnnual report

    「Sales at the Indonesian subsidiary performed well, increasing 9.2% year on year to ¥4.572 billion on a yen basis, or 8.9% excluding the impact of foreign exchange fluctuations.」

    The difference between overseas sales on a yen basis and excluding foreign exchange fluctuations shows that the foreign exchange impact is reflected in actual results.
  25. FY2019RestatedAnnual report

    「The Group's overseas sales for the current consolidated fiscal year were ¥17.244 billion, accounting for 41.8% of total sales. The impact of foreign exchange fluctuations on the Group's consolidated results is currently limited in terms of profit, taking into account the impact on purchases from overseas, but fluctuations in overseas sales after conversion into yen and other factors may affect the Group's results and other performance indicators.」

    Showing overseas sales and their share of total sales, the disclosure reaffirms that the impact on profit is limited while identifying the foreign exchange impact on overseas sales after conversion into yen as a risk.
  26. FY2019-Q3MaterialisedAnnual report

    「Meanwhile, overseas sales decreased 18.8% year on year to ¥12.754 billion on a yen basis because sales at the Indonesian subsidiary declined after being affected by weather conditions in Indonesia and because of the impact of foreign exchange fluctuations, representing a 15.0% decrease excluding the impact of foreign exchange fluctuations.」

    In addition to weather conditions in Indonesia, the impact of foreign exchange fluctuations is reflected in the decline in overseas sales on a yen basis.
  27. FY2019-Q2MaterialisedAnnual report

    「Overseas sales decreased 22.0% year on year to ¥7.974 billion on a yen basis, partly because sales at the Indonesian subsidiary declined after being affected by weather conditions in Indonesia, representing an 18.9% decrease excluding the impact of foreign exchange fluctuations.」

    In addition to local factors, the difference between overseas sales on a yen basis and excluding foreign exchange fluctuations is reflected in actual results.
  28. FY2019-Q1MaterialisedAnnual report

    「Meanwhile, overseas sales decreased 16.4% year on year to ¥4.188 billion on a yen basis, partly because sales at the Indonesian subsidiary declined after being affected by weather conditions in Indonesia, representing a 14.5% decrease excluding the impact of foreign exchange fluctuations.」

    The difference between overseas sales on a yen basis and excluding foreign exchange fluctuations is disclosed, with currency translation and local factors affecting the decline in overseas business sales.
  29. FY2018SoftenedAnnual report

    「Overseas sales for the current consolidated fiscal year were ¥21.646 billion, accounting for 45.3% of total sales. The impact of foreign exchange fluctuations on the Group's consolidated results is currently limited in terms of profit, taking into account the impact on purchases from overseas, but fluctuations in overseas sales after conversion into yen and other factors may affect the Group's results and other performance indicators.」

    While showing overseas sales and their share of total sales and explaining that the foreign exchange impact on profit is limited, the impact on overseas sales after conversion into yen remains a risk.
  30. FY2018-Q3MaterialisedAnnual report

    「Meanwhile, overseas sales increased 21.5% year on year to ¥15.713 billion on a yen basis, as sales at overseas subsidiaries performed strongly, representing a 12.7% increase excluding the impact of foreign exchange fluctuations.」

    The difference between overseas sales growth excluding foreign exchange fluctuations and growth on a yen basis is disclosed, with the foreign exchange impact reflected in actual results.
  31. FY2018-Q2MaterialisedAnnual report

    「Meanwhile, overseas sales increased 22.3% year on year to ¥10.220 billion on a yen basis, as sales at overseas subsidiaries continued to perform well, representing a 15.4% increase excluding the impact of foreign exchange fluctuations.」

    The difference between overseas sales growth excluding foreign exchange fluctuations and growth on a yen basis continues to be disclosed, with the foreign exchange impact reflected in actual results.
  32. FY2018-Q1MaterialisedAnnual report

    「Meanwhile, overseas sales increased 10.9% year on year to ¥5.009 billion on a yen basis, as sales at overseas subsidiaries continued to perform well, representing a 16.7% increase excluding the impact of foreign exchange fluctuations.」

    Overseas sales increased 16.7% excluding foreign exchange fluctuations, while the increase was limited to 10.9% on a yen basis, indicating that the impact of currency translation was actually felt.
  33. FY2017-Q3RestatedAnnual report

    「Overseas sales increased 16.1% year on year to ¥12.935 billion on a yen basis, as sales at major overseas subsidiaries, including Indonesia, achieved double-digit growth in local-currency terms, although they were affected by foreign exchange movements. Excluding the impact of foreign exchange fluctuations, sales increased 26.0%.」

    Reaffirming the mechanism by which foreign exchange fluctuations affect overseas sales on a yen basis despite growth in local-currency terms.
  34. FY2017-Q2MaterialisedAnnual report

    「Overseas sales increased 0.3% year on year to ¥8.355 billion, or 22.9% excluding the impact of foreign exchange fluctuations.」

    While overseas sales increased 22.9% excluding foreign exchange fluctuations, the increase was limited to 0.3% on a yen basis, indicating that foreign exchange effects actually restrained overseas sales growth.
  35. FY2017-Q1RestatedAnnual report

    「Overseas sales increased 12.6% year on year to ¥4.515 billion on a yen basis, as sales at overseas subsidiaries continued to perform well, representing a 25.5% increase excluding the impact of foreign exchange fluctuations.」

    Continuing to disclose the difference between overseas sales on a yen basis and excluding foreign exchange fluctuations, thereby indicating foreign exchange sensitivity.
  36. FY2016First statedAnnual report

    「Overseas sales for the current consolidated fiscal year were ¥16.1 billion, while the impact of foreign exchange fluctuations was ¥2.2 billion, meaning that the foreign exchange impact on overseas sales was 12.1%. Assuming that overseas operations will account for an increasingly larger share of the business going forward, foreign exchange fluctuations may affect the Group's consolidated results.」

    Quantifying the foreign exchange impact on overseas sales at ¥2.2 billion, or 12.1%, based on actual results.
Moved together

"Weather- and seasonality-driven earnings fluctuations" moved the same way as this thread, in the same document, in 24 of its 38 moves.

241513655★123456
  1. ★This thread
  2. 1Weather- and seasonality-driven earnings fluctuations24×
  3. 2Uncertainty over the outlook due to a slowdown in the global economy, the UK's withdrawal from the EU and other factors15×
  4. 3Surging and Volatile Raw Material Prices13×
  5. 4Investment Losses on Investments in Subsidiaries, etc.6×
  6. 5Market Price Fluctuations in Investment Securities5×
  7. 6Business and Financial Impact of COVID-195×

★ 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
Fumakilla Limited's next results are scheduled for 2026-11-10. Read the earnings preview It last moved in the Revision to earnings forecasts of 2026-11-09: "Materialised".
News
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