Komori
Mitsuboshi Belting (5192) · RiskRestatedLatest Results (2026-11-09): "Worsened"

Raw material prices and procurement stability

First written in FY2016. 5 of 14 entries say "Restated". Latest entry: 2026-11-09.

14entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019-Q1MaterialisedFY2019-Q2 – FY2022-Q2RestatedFY20232016: 120162017: 120172018: 320182019: 020192020: 020202021: 120212022: 320222023: 220232024: 020242025: 020252026: 32026
Same theme, other companies
Disruptions in the Procurement of Raw Materials and Parts and Supplier Business Continuity RiskA theme 126 companies write about · 126 as a headwind · 0 as a tailwind

Mitsuboshi Belting moved to the "Worse" side of this theme in 2023, 2 years after the typical company in this theme (2021).

The whole theme swung hardest in 2021: 48 of 80 companies on the "Worse" side.

29 other companies' latest entry also says "Worsened".

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 126 companies compared. The sentences above are computed from all 126.
Full recordFilings, disclosures and news, newest first
  1. FY2023RestatedAnnual report

    「However, when resource prices, including crude oil, are rising, market prices for key raw materials may increase, significantly driving up procurement costs and potentially causing a substantial increase in manufacturing costs.」

    While diversifying suppliers, purchasing from multiple suppliers and requesting business partners to formulate BCPs, the company continues to face risks from higher raw material prices and procurement costs.
  2. FY2023-Q3MaterialisedAnnual report

    「Meanwhile, the global economy is expected to face growing concerns about an economic downturn as the war in Ukraine and elevated raw material prices continue, while concerns about a recession caused by global inflation and higher interest rates intensify.」

    Continued elevated raw material prices remain identified as part of the business environment in the third quarter.
  3. FY2023-Q1MaterialisedAnnual report

    「Meanwhile, Russia's invasion of Ukraine, elevated raw material prices and ongoing supply chain disruptions, together with growing concerns about an economic downturn caused by rising global inflation and the resulting rapid monetary tightening, have left conditions uncertain and difficult to predict.」

    Continued elevated raw material prices are identified as part of the business environment during the quarter.
  4. FY2022MitigatedAnnual report

    「We diversify our suppliers for procurement. Through the activities of the Risk Management Committee, we are preparing to purchase important materials and processed products from multiple suppliers so as not to become excessively dependent on any particular business partner. We also request that our business partners formulate BCPs.」

    In response to raw material price and procurement risks, the company discloses specific measures including supplier diversification, purchasing from multiple suppliers and requesting business partners to formulate BCPs. The risk of higher raw material prices itself remains.
  5. FY2022-Q3RestatedAnnual report

    「In addition, shortages of semiconductors and continued surges in raw material prices, logistics costs and other expenses」

    The semiconductor shortage and continued elevated raw material prices, logistics costs and other expenses are identified as part of the actual business environment.
  6. FY2022-Q2MaterialisedAnnual report

    「Shortages of semiconductors caused by an imbalance between supply and demand, as well as continued surges in raw material prices, logistics costs and other expenses,」

    In addition to continued elevated raw material prices, higher logistics costs and other factors are also identified as part of the actual business environment.
  7. FY2019-Q2MaterialisedAnnual report

    「As crude oil prices remain elevated, raw material costs continue to rise,」

    The company states that higher raw material costs have in fact continued against a backdrop of elevated crude oil prices.
  8. FY2019-Q1RestatedAnnual report

    「While economic conditions have remained favorable, crude oil prices remain elevated, and the global economy continues to face an uncertain outlook, including concerns over trade friction originating in the United States.」

    The company continues to identify elevated crude oil prices as an external factor that could lead to higher procurement costs for key raw materials.
  9. FY2018RestatedAnnual report

    「However, when resource prices, including crude oil, are rising, market prices for key raw materials may increase, significantly driving up procurement costs and potentially causing a substantial increase in manufacturing costs.」

    The company continues to disclose raw material cost and procurement risks arising from higher resource prices and import and export restrictions.
  10. FY2017RestatedAnnual report

    「When resource prices, including crude oil, rise sharply, market prices for key raw materials may increase, substantially raising procurement costs and potentially causing a significant increase in manufacturing costs.」

    The company continues to disclose raw material cost and procurement risks arising from higher resource prices and import and export restrictions.
  11. FY2016First statedAnnual report

    「When resource prices, including crude oil, rise sharply, market prices for key raw materials may increase, substantially raising procurement costs and potentially causing a significant increase in manufacturing costs.」

    Regarding the procurement of rubber, canvas, glass fiber, resins and other materials, the company identifies cost and supply risks arising from higher resource prices and import and export restrictions.
Moved together

"Changes in domestic and overseas economic conditions and industry demand" moved the same way as this thread, in the same document, in 4 of its 14 moves.

44322★12345
  1. ★This thread
  2. 1Changes in domestic and overseas economic conditions and industry demand4×
  3. 2Management of Material Risks by the Risk Management Committee4×
  4. 3Sales dependence on the automotive industry3×
  5. 4Impact of exchange-rate fluctuations on performance and asset values2×
  6. 5Developing high-functionality, high-precision, high-quality products2×

★ 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 Mitsuboshi Belting yet. It last moved in the Results of 2026-11-09: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.