Risk of Rising Crude Oil and Raw Material Prices
First written in FY2016. 4 of 11 entries say "Worsened", first in FY2022. Latest entry: FY2025.
Bando Chemical Industries moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).
The whole theme swung hardest in 2022: 121 of 167 companies on the "Worse" side.
39 other companies' latest entry also says "Materialised".
- FY2025MaterialisedAnnual report
「As a result, revenue in this segment was ¥38,100 million, up 3.9% year on year, while segment profit was ¥2,541 million, down 27.2% year on year, due to changes in the product mix and higher costs, including raw material prices.」
Higher costs, including raw material prices, actually reduced segment profit in the industrial materials business by 27.2% year on year. - FY2024-Q3RestatedAnnual report
「As a result, revenue in this segment was ¥10,394 million, down 8.1% year on year, while the segment recorded a loss of ¥80 million, partly due to surging raw material procurement prices, compared with segment profit of ¥376 million in the same period of the previous year.」
Surging raw material procurement prices continue to weigh on profit in the high-performance elastomer products business. - FY2024-Q2WorsenedAnnual report
「As a result, revenue in this segment was ¥6,932 million, down 8.1% year on year, while the segment recorded a loss of ¥76 million, partly due to surging raw material procurement prices, compared with segment profit of ¥241 million in the same period of the previous year.」
In the high-performance elastomer products business, surging raw material procurement prices contributed to the shift from profit in the same period of the previous year to a segment loss of ¥76 million. - FY2024-Q1MaterialisedAnnual report
「As a result, revenue in this segment was ¥3,524 million, down 6.3% year on year, while the segment recorded a loss of ¥46 million, partly due to surging raw material procurement prices, compared with segment profit of ¥153 million in the same period of the previous year.」
Surging raw material procurement prices actually contributed to the high-performance elastomer products business shifting to a segment loss. - FY2023-Q3WorsenedAnnual report
「As a result, revenue in this segment was ¥27,147 million, up 7.7% year on year, while segment profit was ¥2,656 million, down 3.0% year on year, partly due to surging raw material procurement prices.」
Surging raw material procurement prices actually reduced segment profit in the industrial materials business by 3.0% year on year. - FY2023-Q2WorsenedAnnual report
「As a result, revenue in this segment was ¥23,993 million, up 21.2% year on year, while segment profit was ¥1,535 million, down 7.9% year on year, partly due to surging raw material procurement prices.」
Surging raw material procurement prices actually reduced segment profit in the automotive parts business by 7.9% year on year. Similar effects were disclosed for the industrial materials business and the high-performance elastomer products business. - FY2023-Q1MaterialisedAnnual report
「As a result, revenue in this segment was ¥11,467 million, up 14.4% year on year, while segment profit was ¥749 million, down 16.8% year on year, partly due to surging raw material procurement prices.」
Surging raw material procurement prices actually reduced segment profit in the automotive parts business by 16.8% year on year. - FY2022WorsenedAnnual report
「Looking ahead, while an economic recovery is expected as various measures to address COVID-19 progress, conditions of high uncertainty are expected to continue for the global economy, including supply chain disruptions, higher energy and material prices, and the emergence of geopolitical risks.」
Explicitly identifies supply chain disruptions, higher energy prices and geopolitical risks, in addition to the existing risk of higher raw material prices, as sources of uncertainty for the global economy. - FY2017RestatedAnnual report
「We are considering alternative materials to stabilize supply and demand, and are strengthening efforts to adjust and raise product prices and reduce total costs in response to surging raw material prices. However, if supply and demand remain constrained or price increases for materials, fuel and other inputs continue beyond expectations, our performance could be affected.」
Continues to disclose the risk of higher raw material and fuel prices while citing alternative materials, price adjustments and increases, and total cost reductions as countermeasures. - FY2017-Q1MitigatedAnnual report
「Operating profit was ¥1,459 million, up 12.9% year on year, owing to the results of cost-reduction activities and lower raw material procurement prices, among other factors.」
States that lower raw material procurement prices supported profit and mitigated the impact of raw material price risk on performance during the quarter. - FY2016First statedAnnual report
「Higher crude oil prices could drive up raw material prices. We are considering alternative materials to stabilize supply and demand, and are strengthening efforts to adjust and raise product prices and reduce total costs in response to surging raw material prices. However, if supply and demand remain constrained or price increases for materials, fuel and other inputs continue beyond expectations, our performance could be affected.」
Identifies alternative materials, price adjustments, price increases and total cost reductions as countermeasures, while treating higher raw material and fuel prices as a risk to performance.