Komori
Mitani Sekisan (5273) · RiskRestated

Rising prices of raw materials such as cement and steel

First written in FY2016. 11 of 17 entries say "Restated". Latest entry: FY2026.

17entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2019WorsenedFY2021 – FY2023-Q2RestatedFY2023-Q3 – FY2024-Q32016: 120162017: 120172018: 320182019: 220192020: 020202021: 120212022: 220222023: 320232024: 120242025: 120252026: 22026
Same theme, other companies
Difficulty Passing Through Higher Steel Raw Material Prices and Deteriorating ProfitabilityA theme 41 companies write about · 41 as a headwind · 0 as a tailwind

Mitani Sekisan moved to the "Worse" side of this theme in 2021, 2 years after the typical company in this theme (2019).

The whole theme swung hardest in 2021: 16 of 34 companies on the "Worse" side.

10 other companies' latest entry also says "Restated".

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 41 companies compared. The sentences above are computed from all 41.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「Market price fluctuations may raise procurement prices and affect manufacturing costs and other expenses.」

    The company has reiterated the risk of higher procurement prices and manufacturing costs resulting from fluctuations in the market prices of cement, steel and other raw materials.
  2. 2026-05-14RestatedEarnings

    「コンクリートパイル部門につきましては、前連結会計年度に比べ業界需要の回復が予想される中、競合他社との価格競争の激化や原材料価格の高止まりが引き続き見込まれるため、採算管理の徹底、経費抑制等に努めてまいります。」

    原材料価格の高止まりが引き続き見込まれるとの表現を再掲している。
  3. FY2025WorsenedAnnual report

    「In addition, as intensified price competition with other companies and persistently high raw-material prices are expected to continue, we will work to strengthen profitability management, restrain expenses and take other measures.」

    Regarding raw-material prices, the company states that prices are expected to remain elevated, in addition to the previous references to increases and surges.
  4. FY2024-Q3RestatedAnnual report

    「The outlook remains uncertain, including because of inflation caused by soaring resource prices resulting from the prolonged Russia-Ukraine situation.」

    The company has reiterated the prolonged Russia-Ukraine situation, soaring resource prices and inflation as uncertain factors related to raw-material costs and other expenses.
  5. FY2024-Q2RestatedAnnual report

    「The outlook remains uncertain, including because of inflation caused by soaring resource prices resulting from the prolonged Russia-Ukraine situation.」

    The company has reiterated the prolonged Russia-Ukraine situation, soaring resource prices and inflation as uncertain factors related to raw-material costs and other expenses.
  6. FY2024-Q1RestatedAnnual report

    「During the cumulative first quarter under review, Japan's economy showed signs of returning to normal economic activity as restrictions aimed at preventing the spread of infection were eased, including the reclassification of COVID-19 to Category 5, but the outlook remained uncertain amid inflation caused by soaring resource prices resulting from the prolonged Russia-Ukraine situation.」

    The company continues to cite soaring resource prices and inflation as factors contributing to an uncertain outlook.
  7. FY2023-Q3RestatedAnnual report

    「During the cumulative third quarter under review, Japan's economy showed signs of returning to normal economic activity as restrictions on activities were eased while the impact of COVID-19 continued for an extended period, but the outlook remained uncertain amid inflation caused by the weaker yen and soaring resource prices.」

    The company has reiterated inflation caused by the weaker yen and soaring resource prices as factors contributing to an uncertain outlook.
  8. FY2023-Q2WorsenedAnnual report

    「The outlook remains uncertain, owing to factors including a resurgence of infections caused by new variants and higher raw-material and energy prices resulting from the rapid depreciation of the yen in foreign exchange markets.」

    Regarding the risk of higher raw-material prices, the company explicitly identifies higher raw-material costs resulting from the rapid depreciation of the yen, in addition to higher energy prices.
  9. FY2023-Q1WorsenedAnnual report

    「During the cumulative first quarter under review, Japan's economy showed signs of returning to normal economic activity as the COVID-19 pandemic temporarily subsided, but the outlook remained uncertain amid concerns over a resurgence of COVID-19 and the impact of higher raw-material and energy prices.」

    In addition to the previous risk of higher raw-material prices, the company explicitly identifies the impact of higher energy prices as a concern.
  10. FY2021WorsenedAnnual report

    「As raw-material prices are expected to rise, we will work to strengthen profitability management, restrain expenses and take other measures.」

    The company explicitly states that raw-material prices are expected to rise, emphasizing the previous price-fluctuation risk as a concern for the future business environment.
  11. FY2019RestatedAnnual report

    「Market price fluctuations may raise procurement prices and affect manufacturing costs and other expenses.」

    The company has reiterated the risk of higher procurement prices and manufacturing costs resulting from fluctuations in the market prices of cement, steel and other raw materials.
  12. FY2019-Q3RestatedAnnual report

    「Meanwhile, uncertain conditions continue, including soaring raw-material prices, higher labor costs due to labor shortages, and uncertainties in overseas economies such as U.S. protectionist trade policies.」

    The company has reiterated soaring raw-material prices as a factor contributing to an uncertain business environment.
  13. FY2019-Q2RestatedAnnual report

    「Meanwhile, uncertain conditions continue, including soaring raw-material prices, higher labor costs due to labor shortages, and uncertainties in overseas economies such as U.S. protectionist trade policies.」

    The company continues to cite soaring raw-material prices as a factor contributing to an uncertain business environment. The previous reference to “the operation of U.S. economic policy” has been made more specific as “U.S. protectionist trade policies.”
  14. FY2019-Q1RestatedAnnual report

    「Meanwhile, uncertain conditions continue, including soaring raw-material prices, higher labor costs due to labor shortages, and uncertainties in overseas economies such as the operation of U.S. economic policy.」

    The company has reiterated soaring raw-material prices as a factor contributing to an uncertain business environment.
  15. FY2018RestatedAnnual report

    「Market price fluctuations may raise procurement prices and affect manufacturing costs and other expenses.」

    The company has reiterated the risk of higher procurement prices and manufacturing costs resulting from fluctuations in the market prices of cement, steel and other raw materials.
  16. FY2018-Q1MaterialisedAnnual report

    「Operating profit was ¥1,268 million, down 19.5% year on year, due to higher raw material prices and a lower gross profit margin resulting from intensifying competition.」

    Soaring raw-material prices are described as a factor behind the decline in gross margin and as an event that affected operating profit.
  17. FY2016First statedAnnual report

    「Market price fluctuations may raise procurement prices and affect manufacturing costs and other expenses.」

    The company identifies increases in manufacturing costs resulting from fluctuations in raw-material prices as a risk.
Moved together

"Intensifying Price Competition and Entry of New Competitors" moved the same way as this thread, in the same document, in 4 of its 17 moves.

422★123
  1. ★This thread
  2. 1Intensifying Price Competition and Entry of New Competitors4×
  3. 2Fluctuations in Pile Demand Driven Primarily by Private-Sector Demand2×
  4. 3Risk of fluctuations in the market prices of investment securities2×

★ 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
Mitani Sekisan's next results are scheduled for 2026-11-12. Read the earnings preview It last moved in the Earnings of 2026-05-14: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rising prices of raw materials such as cement and steel | MITANI SEKISAN CO.,LTD. (5273) | Komori