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Cel (5078) · RiskWorsenedLatest Presentation materials for financial results (2026-10-22): "Mitigated"

Risk of Rising Raw Material, Construction Material and Labor Costs

First written in FY2022. 7 of 16 entries say "Materialised", first in FY2023-Q1. Latest entry: 2026-10-22.

16entries
5years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2023-Q1 – FY2024RestatedFY2025-Q1 – 2026-04-142022: 320222023: 320232024: 420242025: 120252026: 52026
Same theme, other companies
Higher real estate development costs due to rising land and construction costsA theme 22 companies write about · 22 as a headwind · 0 as a tailwind

Cel moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2022: 12 of 16 companies on the "Worse" side.

0 other companies' latest entry also says "Mitigated".

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 22 companies compared. The sentences above are computed from all 22.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-22MitigatedPresentation materials for financial results

    「原価高騰に対応すべく、段階的に適正な価格転嫁を実施」

    原価高騰に対して価格転嫁を進める対応方針を具体化している。
  2. FY2027-H1WorsenedAnnual report

    「In the rental housing market, our Group's principal business, construction costs remained high due to surging energy resource and building material prices, higher labor costs and other factors.」

    Continued increases in energy resource and building material prices and labor costs have also affected the decline in the gross profit margin of the rental housing business and the decrease in segment profit.
  3. FY2026MaterialisedAnnual report

    「In the rental housing market, our Group's principal business, construction costs remained high due to surging energy resource and building material prices, higher labor costs and other factors.」

    It states that persistently high construction costs, driven by surging energy resource and building material prices and higher labor costs, also affected the failure to achieve the sales plan for the rental development business.
  4. FY2026-H1RestatedAnnual report

    「Construction costs have remained high due to surging energy resource and building material prices, higher labor costs and other factors」

    It continues to state that construction costs remain high due to surging energy resource and building material prices and higher labor costs.
  5. FY2025-H1RestatedAnnual report

    「Energy resource and building material prices remained high, and construction costs continued to rise due to labor shortages, higher labor costs associated with the enforcement of the laws related to work-style reforms and other factors.」

    Construction costs continued to rise due to persistently high energy and building material prices, labor shortages and higher labor costs.
  6. FY2025-Q1RestatedAnnual report

    「Energy resource and building material prices remained high, while construction costs continued to rise due to labor shortages, higher labor costs associated with the enforcement of the laws related to work-style reforms and other factors.」

    It reconfirms the upward trend in construction costs amid persistently high energy resource and building material prices, as well as continued labor shortages and higher labor costs associated with the laws related to work-style reforms.
  7. FY2024WorsenedAnnual report

    「In the rental housing market, our principal business, construction costs have continued to rise due to surging energy resource and building material prices, higher labor costs and other factors」

    It states that construction costs, including higher labor costs, have continued to rise amid surging energy resource and building material prices.
  8. FY2024-Q3WorsenedAnnual report

    「In the rental housing market, the company's main business, the upward trend in construction costs resulting from soaring energy resource and construction material prices and rising labor costs has continued,」

    In addition to the previous increases in construction material and energy prices, construction costs continue to trend upward, including because of rising labor costs.
  9. FY2024-Q2MaterialisedAnnual report

    「Although the rental housing market, the company's main business, has been affected by soaring construction material prices and other factors,」

    The company states that soaring construction material prices continue to have an actual impact on the business environment.
  10. FY2024-Q1MaterialisedAnnual report

    「Although the rental housing market, the company's main business, has been affected by soaring energy resource and construction material prices and other factors,」

    The company states that soaring energy resource and construction material prices continue to have an actual impact on the business environment.
  11. FY2023-Q3MaterialisedAnnual report

    「Although the rental housing market, the company's main business, has been affected by soaring energy resource and construction material prices and other factors,」

    The company states that soaring energy resource and construction material prices continue to have an actual impact on the business environment.
  12. FY2023-Q2MaterialisedAnnual report

    「Although the rental housing market, the company's main business, has been affected by soaring energy resource and construction material prices and other factors,」

    The company states that soaring energy resource and construction material prices continue to have an actual impact on the business environment. Countermeasures include improving construction methods, adjusting schedules, improving factory efficiency and diversifying suppliers.
  13. FY2023-Q1MaterialisedAnnual report

    「Although the rental housing market has been affected by soaring construction material prices and other factors,」

    The company states that soaring construction material prices are having an actual impact on the business environment.
  14. FY2022First statedAnnual report

    「If increases in purchase prices and construction costs resulting from higher raw material, material and labor costs cannot be passed on to selling prices, the Group's performance and other factors may be adversely affected.」

    The company cites developing new business partners, promoting the use of standardized products and controlling costs through the introduction of new construction methods as countermeasures.
Moved together

"Risk of Changes in Owner Demand, Taxation, Interest Rates and Lending Attitudes" moved the same way as this thread, in the same document, in 3 of its 16 moves.

322★123
  1. ★This thread
  2. 1Risk of Changes in Owner Demand, Taxation, Interest Rates and Lending Attitudes3×
  3. 2Risk of Insufficient Recruitment and Development of Human Capital2×
  4. 3Maximizing Corporate Value and Delivering Well-Being Through Vision 20302×

★ 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
No upcoming earnings preview for Cel yet. It last moved in the Presentation materials for financial results of 2026-10-22: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Rising Raw Material, Construction Material and Labor Costs | CEL Corporation (5078) | Komori