Surging and Volatile Raw Material Prices
First written in FY2016. 11 of 20 entries say "Materialised", first in FY2018-Q1. Latest entry: 2026-11-09.
Fumakilla Limited moved to the "Worse" side of this theme in 2017, 4 years before the typical company in this theme (2021).
The whole theme swung hardest in 2021: 35 of 67 companies on the "Worse" side.
22 other companies' latest entry also says "Materialised".
- 2026-11-09MaterialisedRevision to earnings forecasts
「利益面では中東情勢を発端とした原材料価格の上昇と円安が進んだことで仕入コストが増加し、原価率が悪化したことから経常利益は前回発表予想を下回る見込みです。」
中東情勢を発端とする原材料価格上昇と円安による仕入コスト増加が、原価率悪化及び経常利益予想の下方修正要因として示されている。 - FY2026WorsenedAnnual report
「These raw materials are purchased from domestic and overseas suppliers. If raw material prices fluctuate due to foreign-exchange movements, international conditions, particularly the situation in the Middle East, or other factors, this could affect our Group's business performance and other matters.」
In addition to foreign-exchange movements and international conditions, the situation in the Middle East is specifically identified as a factor behind raw material price fluctuations. Price pass-through, purchasing from multiple suppliers and VA/VE activities are cited as countermeasures. - FY2025-H1Elevated in Japan, easing overseasAnnual report
「While the impact of persistently high raw material prices remains in Japan, the surge in overseas raw material prices has eased and price pass-through has progressed. As a result, the cost-of-sales ratio declined 0.6 percentage points to 70.9%.」
Regarding raw material prices, the impact of persistently high prices remains in Japan, while the surge overseas has eased and price pass-through has progressed. - FY2024RestatedAnnual report
「The domestic and overseas operating environments are expected to remain challenging. In Japan, raw material prices are expected to remain elevated due to surging energy prices while the yen continues to depreciate, while overseas, the effects of the prolonged situation in Ukraine are expected to continue.」
The weak yen and elevated energy and raw material prices continue to be identified as risks to the earnings environment. - FY2024-Q2MaterialisedAnnual report
「Next, the cost of sales increased by ¥2,317 million year on year to ¥26,519 million, while the cost ratio was 71.5%, up 1.4 percentage points from the previous period due to surging raw material prices and higher energy costs, among other factors.」
Higher raw material prices and energy costs actually appeared in results as a ¥2,317 million increase in cost of sales and a 1.4 percentage point increase in the cost-of-sales ratio. - FY2024-Q1MaterialisedAnnual report
「Next, the cost of sales increased by ¥927 million year on year to ¥13,710 million, while the cost of sales ratio was 71.5%, up 2.4 percentage points from the previous period due to surging raw material prices and higher energy costs, among other factors.」
In addition to surging raw material prices, higher energy costs actually appeared in results as a ¥927 million increase in cost of sales and a 2.4 percentage point increase in the cost-of-sales ratio. - FY2023MaterialisedAnnual report
「The cost of sales increased by ¥6,906 million year on year to ¥43,971 million, while the cost of sales ratio was 71.3%, up 1.0 percentage point from the previous period.」
Cost pressures from surging raw material prices and other factors actually appeared in the current fiscal year's results as a 1.0 percentage point year-on-year increase in the cost-of-sales ratio. - FY2023-Q2MaterialisedAnnual report
「Next, the cost of sales was affected by surging global raw material prices, increasing by ¥4,503 million year on year to ¥24,177 million. The cost of sales ratio was 70.0%, up 0.1 percentage point from the previous period.」
The global surge in raw material prices actually appeared in results as a ¥4,503 million increase in cost of sales and a higher cost-of-sales ratio. - FY2023-Q1WorsenedAnnual report
「Although we worked to reduce SG&A expenses by using advertising and sales promotion expenses efficiently, expenses such as personnel costs increased as the number of consolidated subsidiaries grew. In addition, transportation costs increased as freight costs rose due to continued high crude oil prices from the previous fiscal year. As a result, SG&A expenses increased 19.1% year on year to ¥4,476 million.」
The surge in crude oil prices, which has continued from the previous fiscal year, was again cited in the current quarter as a factor behind higher freight and transportation costs, indicating that cost pressures remain. - FY2022WorsenedAnnual report
「The outlook remains uncertain due to surging raw material prices resulting from higher crude oil prices, the lack of a clear end to the situation in Ukraine, and concerns over the spread of COVID-19 in China and elsewhere.」
In addition to the existing risk of raw material price fluctuations due to foreign-exchange movements and other factors, higher crude oil prices and international conditions are identified as factors driving price increases. - FY2021RestatedAnnual report
「We seek to ensure stable procurement by purchasing from multiple suppliers, while also conducting VA/VE activities to mitigate the risk of price fluctuations and prevent deterioration in manufacturing costs.」
The response to raw material price fluctuations through purchasing from multiple suppliers and VA/VE activities has been reconfirmed. - FY2020MitigatedAnnual report
「We seek to ensure stable procurement by purchasing from multiple suppliers, while also conducting VA/VE activities to mitigate the risk of price fluctuations and prevent deterioration in manufacturing costs.」
Purchasing from multiple suppliers and conducting VA/VE activities are explicitly identified as measures to address raw material price fluctuations. - FY2019MaterialisedAnnual report
「The ratio increased 4.3 percentage points from the same period of the previous year due to surging material prices and changes in the sales mix, among other factors.」
Surging material prices actually appeared in the full-year results as a factor behind the increase in the cost-of-sales ratio. - FY2019-Q3MaterialisedAnnual report
「The cost of sales decreased by ¥1,545 million from the previous period to ¥19,844 million. As a result, the cost of sales ratio was 72.6%, up 4.6 percentage points from the previous period due to surging material prices and changes in the product sales mix, among other factors.」
Surging material prices actually appeared in results as a factor behind the increase in the cost-of-sales ratio. - FY2019-Q2MaterialisedAnnual report
「As a result, the cost of sales ratio was 70.3%, up 3.6 percentage points from the previous period due to surging material prices and changes in the product sales mix, among other factors.」
Surging material prices actually appeared in results as a factor behind the increase in the cost-of-sales ratio. - FY2018RestatedAnnual report
「These raw materials are purchased from domestic and overseas materials manufacturers. If raw material prices fluctuate due to foreign-exchange movements or other factors, this could affect our Group's business performance and other matters.」
The risk of raw material price fluctuations due to foreign-exchange movements and other factors continues to be disclosed. - FY2018-Q3MaterialisedAnnual report
「The cost of sales increased by ¥2,808 million year on year to ¥21,390 million. As a result, the cost of sales ratio was 68.0%, up 0.4 percentage point from the previous period due to changes in the product sales mix and higher procurement prices resulting from exchange-rate movements (yen depreciation), among other factors.」
Higher purchase prices resulting from yen depreciation also actually appeared as a factor behind the increase in the cost-of-sales ratio in the current quarter. - FY2018-Q2MaterialisedAnnual report
「The cost of sales ratio was 66.8%, up 0.9 percentage point from the previous period due to changes in the product sales mix and higher procurement prices resulting from exchange-rate movements (yen depreciation), among other factors.」
Higher purchase prices resulting from yen depreciation also actually appeared as a factor behind the increase in the cost-of-sales ratio in the current quarter. - FY2018-Q1MaterialisedAnnual report
「The cost of sales increased by ¥516 million from the previous period to ¥9,494 million. As a result, the cost of sales ratio was 65.0%, up 1.2 percentage points from the previous period due to changes in the product sales mix and higher procurement prices resulting from exchange-rate movements (yen depreciation), among other factors.」
Higher purchase prices resulting from yen depreciation actually appeared as a factor behind the increase in the cost-of-sales ratio in the current quarter. - FY2016First statedAnnual report
「These raw materials are purchased from domestic and overseas materials manufacturers. If raw material prices fluctuate due to foreign-exchange movements or other factors, this could affect business performance and other matters.」
Price fluctuations for solvents, propellants, chemicals, resins, steel and other materials are cited.