Komori
Nippon Sheet Glass (5202) · RiskMitigated

Raw Material and Fuel Prices and Supply Risks

First written in FY2016. 20 of 34 entries say "Mitigated", first in FY2017-Q1. Latest entry: 2026-08-07.

34entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2017-Q1 – FY2018-Q2MitigatedFY2023-Q1 – 2026-08-072016: 320162017: 420172018: 420182019: 420192020: 320202021: 220212022: 420222023: 420232024: 320242025: 120252026: 22026
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 357 companies write about · 369 as a headwind · 1 as a tailwind

Nippon Sheet Glass moved to the "Worse" side of this theme in 2019, 2 years before the typical company in this theme (2021).

The whole theme swung hardest in 2022: 122 of 167 companies on the "Worse" side.

34 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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 370 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-07MitigatedFinancial results briefing materials

    「Selling prices improved by more than the increase in raw-material and fuel prices.」

    The company explained that the improvement in selling prices exceeded the increase in raw-material and fuel prices.
  2. FY2026MitigatedAnnual report

    「We need to continue working to further reduce production costs and pass them on through product prices in order to restore profitability.」

    The ongoing responses to raw material, fuel and other input cost risks are to reduce production costs and pass the increases on through product prices.
  3. FY2025MitigatedAnnual report

    「The impact of deteriorating market conditions was partially mitigated by lower input costs.」

    The impact of the deterioration in the European building glass market was partially mitigated by lower input costs.
  4. FY2025-H1MitigatedAnnual report

    「The impact of deteriorating market conditions was partially mitigated by lower input costs.」

    The company explained that the impact of the deterioration in the European building glass market was partially mitigated by lower input costs.
  5. FY2024MitigatedAnnual report

    「The automotive glass market improved significantly as the impact of production constraints caused by shortages of automotive components, particularly semiconductors, continued to ease, while progress in price negotiations with many customers and improvements in selling prices reduced the impact of soaring input costs.」

    The company explained that progress in price negotiations with customers and improvements in selling prices mitigated the impact of higher input costs.
  6. FY2024-Q3MitigatedAnnual report

    「Revenue in the automotive glass business for the first 3 quarters of the current fiscal year was ¥305.9 billion (¥258.4 billion in the same period of the previous year), while operating profit before separately disclosed items was ¥9.3 billion (a loss of ¥1.1 billion in the same period of the previous year). The increase in revenue resulted from the recovery of customer production and higher sales volumes in many regions as constraints caused by supply chain issues were resolved.」

    The company explained that the automotive glass business was mitigating the impact of higher costs by passing on part of the input cost increases and progressing with negotiations to improve prices.
  7. FY2024-Q2MitigatedAnnual report

    「Revenue and operating profit before separately disclosed items improved because the company was able to pass on part of the higher input costs to customers.」

    In the European automotive glass business, the company was able to pass on part of the higher input costs to customers, improving revenue and operating profit before separately disclosed items.
  8. FY2024-Q1MitigatedAnnual report

    「Input costs rose in the fiscal year ended March 2023, but the situation has eased somewhat since the fiscal year ending March 2024 began. The company uses hedging methods to limit input cost volatility, but cannot completely contain all cost increases, particularly those that persist over extended periods.」

    The company explained that the increase in input costs eased somewhat after the start of the fiscal year ending March 2024. While it uses hedging, it also noted that it cannot completely contain cost increases over extended periods.
  9. FY2023MitigatedAnnual report

    「Higher input costs, including raw materials, continued to be absorbed through increases in selling prices.」

    The company continued to absorb soaring raw material, fuel and other input costs through increases in selling prices. However, it explained that higher costs in other areas and the risk of renewed cost increases remain.
  10. FY2023-Q3MitigatedAnnual report

    「Price negotiations with many customers progressed from the second to the third quarter, and the resulting improvement in selling prices further mitigated the impact.」

    In the automotive glass business, progress in price negotiations with customers and improvements in selling prices further mitigated the impact of higher input costs. In the building glass business, improvements in selling prices absorbed most of the surge in fuel costs.
  11. FY2023-Q2MitigatedAnnual report

    「The impact of persistently high input costs was largely absorbed through continued improvements in selling prices.」

    The company explained that improvements in selling prices absorbed most of the impact of persistently high input costs. In the automotive glass business, it also reached agreements on price negotiations with many customers, partially mitigating the impact.
  12. FY2023-Q1MitigatedAnnual report

    「Higher selling prices offset the impact of input costs, which remained at very high levels, particularly for energy.」

    In the building glass business, higher selling prices offset very high input cost increases, particularly for energy and other inputs. In the automotive glass business, higher input costs depressed profitability, resulting in differences in the impact between the businesses.
  13. FY2022WorsenedAnnual report

    「In addition to the global inflationary trend, soaring natural gas prices, particularly in Europe, drove up input costs during the fiscal year, and the situation worsened toward the end of the year following Russia's invasion of Ukraine.」

    The risk of higher raw material and fuel prices materialised as higher input costs due to global inflation and soaring European natural gas prices, and worsened toward the end of the year following the invasion of Ukraine.
  14. FY2022-Q3MaterialisedAnnual report

    「Although revenue was strong, operating profit continued to be significantly affected by higher input costs, particularly energy costs.」

    Even in a strong sales environment, higher input costs, particularly energy costs, continued to emerge as a factor depressing operating profit in the building glass business.
  15. FY2022-Q2MaterialisedAnnual report

    「Although revenue was strong, operating profit continued to be affected by higher input costs, particularly energy costs.」

    Higher input costs, particularly energy costs, actually emerged as a factor reducing operating profit in the architectural glass business despite favorable revenue conditions.
  16. FY2022-Q1MaterialisedAnnual report

    「Although revenue was strong, operating profit was affected by higher input costs, particularly energy costs.」

    Under raw material and fuel price and supply risk, higher input costs, particularly energy costs, actually emerged as a factor reducing operating profit in the architectural glass business.
  17. FY2021-Q1RestatedAnnual report

    「There were no material changes to the business and other risks described in the annual securities report for the previous fiscal year during the first quarter of the current consolidated cumulative period.」

    The company stated that there had been no material changes in raw material and fuel price and supply risk.
  18. FY2020RestatedAnnual report

    「The Group’s policy is to hedge 20–100% of expected purchases over the next 12 months and 0–80% of expected purchases over the subsequent 4 years.」

    The hedging policy for fuel price risk has been maintained unchanged.
  19. FY2020-Q3MaterialisedAnnual report

    「Operating profit declined due to higher float glass costs and the impact of lower volumes from the third quarter onward.」

    Higher float glass costs continued to emerge as a factor behind the decline in operating profit in the automotive glass business in Asia.
  20. FY2020-Q2MaterialisedAnnual report

    「Revenue from the automotive glass business in Asia accounts for 23% of the Group’s total revenue from this business. Revenue exceeded the level in the same period of the previous year due to higher sales volumes in Japan, but operating profit declined due to the impact of higher float glass costs.」

    Higher float glass costs actually emerged as a factor behind the decline in operating profit in Japan’s automotive glass business.
  21. FY2020-Q1MitigatedAnnual report

    「Operating profit increased as higher sales volumes of glass for solar panels offset the impact of increased input costs.」

    Although input costs increased, higher sales volumes of glass for solar panels offset the impact, resulting in an increase in operating profit in the architectural glass business.
  22. FY2019MaterialisedAnnual report

    「Despite favorable business conditions, operating profit fell below the previous fiscal year’s level due to the impact of scheduled repairs to a float furnace and higher input costs for raw materials and fuels, among other factors.」

    Higher input costs for raw materials and fuels reduced operating profit in the architectural glass business despite favorable demand conditions.
  23. FY2019-Q3MaterialisedAnnual report

    「Despite favorable business conditions, operating profit fell below the level in the same period of the previous year due to the impact of scheduled repairs to a float furnace and higher input costs for raw materials and fuels, among other factors.」

    Higher input costs for raw materials and fuels reduced operating profit in the architectural glass business year on year, despite favorable business conditions.
  24. FY2019-Q2MaterialisedAnnual report

    「Despite favorable business conditions, operating profit fell below the level in the same period of the previous year due to the impact of scheduled repairs to a float furnace and higher input costs for raw materials and fuels, among other factors.」

    Higher input costs for raw materials and fuels reduced operating profit in the architectural glass business year on year, despite favorable business conditions.
  25. FY2019-Q1MaterialisedAnnual report

    「However, operating profit declined, mainly due to the impact of cold repairs to a float furnace in Germany and higher energy-related input costs.」

    Higher energy-related input costs actually emerged as a factor behind the decline in operating profit in the European architectural glass business.
  26. FY2018MitigatedAnnual report

    「The Group’s policy is to hedge 20–100% of expected purchases over the next 12 months and 0–80% of expected purchases over the subsequent 4 years.」

    The response to fuel price risk was defined in terms of hedging ranges for the next 12 months and the following 4 years.
  27. FY2018-Q3RestatedAnnual report

    「There were no material changes to the business and other risks described in the securities report for the previous fiscal year during the cumulative third quarter of the current fiscal year.」

    The company stated that there had been no material changes in raw material and fuel price and supply risk.
  28. FY2018-Q2MitigatedAnnual report

    「In the Group’s original equipment (OE) glass business, sales volumes were at the same level as in the same period of the previous year, but performance improved as the benefits of cost reductions continued to emerge.」

    The benefits of cost reductions continued to emerge in the automotive glass OE business, mitigating the impact of costs.
  29. FY2018-Q1MitigatedAnnual report

    「In the Group’s original equipment (OE) glass business, sales volumes were at the same level as in the same period of the previous year, while the benefits of cost reductions continued to emerge.」

    The benefits of cost reductions continued to emerge, mitigating the impact of costs, including input costs for raw materials and fuels.
  30. FY2017MitigatedAnnual report

    「For the Group as a whole, relatively low energy costs and ongoing cost-reduction efforts are expected to contribute to improved performance.」

    Low energy costs and ongoing cost reductions were identified as factors mitigating the impact of raw material and fuel price risk on performance.
  31. FY2017-Q3MitigatedAnnual report

    「Operating profit continued to benefit from lower input costs.」

    The impact of raw material and fuel price risk has continued to be mitigated by lower input costs.
  32. FY2017-Q2MitigatedAnnual report

    「Operating profit continued to benefit from lower input costs.」

    Lower input costs boosted operating profit, mitigating the impact of raw material and fuel price and supply risk in the first half.
  33. FY2017-Q1MitigatedAnnual report

    「Operating profit continued to benefit from lower input costs.」

    Lower input costs boosted operating profit in the architectural glass business, mitigating the impact of raw material and fuel price risk during the quarter.
  34. FY2016First statedAnnual report

    「Changes in the procurement costs of raw materials and fuels could have a material impact on the Group’s performance and financial position.」

    The company identifies as risks changes in the procurement prices of silica sand, soda ash, heavy fuel oil, natural gas, and other materials, as well as changes in relationships with suppliers and customers.
Moved together

"Maximizing Equipment Utilization and Expanding the VA Product Ratio" moved the same way as this thread, in the same document, in 15 of its 34 moves.

151514111010★123456
  1. ★This thread
  2. 1Maximizing Equipment Utilization and Expanding the VA Product Ratio15×
  3. 2Decline in the Ratio of Equity Attributable to Owners of the Parent15×
  4. 3Damages claims related to competition law14×
  5. 4First-quarter operating profit and profit attributable to owners of the parent turn profitable11×
  6. 5Increasing the Sales Ratio of High-Value-Added Architectural Glass10×
  7. 6Risk of Semiconductor Component Shortages and Supply Chain Disruptions10×

★ 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 Nippon Sheet Glass yet. It last moved in the Financial results briefing materials of 2026-08-07: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Raw Material and Fuel Prices and Supply Risks | Nippon Sheet Glass Company,Limited (5202) | Komori