Reliance on Material Suppliers and Raw Material Shortage Risk
First written in FY2017. 2 of 6 entries say "Materialised", first in FY2022. Latest entry: FY2025-H1.
Maruwa 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 2020: 21 of 64 companies on the "Worse" side.
45 other companies' latest entry also says "Restated".
- FY2025-H1RestatedAnnual report
「We sought to secure profits by focusing on highly profitable projects in response to the weaker yen and soaring component prices.」
It continues to describe a policy of responding to the cost burden from the weaker yen and soaring component prices by focusing on highly profitable projects. - FY2023-Q3WorsenedAnnual report
「Despite increases in purchased materials and electricity costs, operating profit rose 20.0% year on year to ¥16,039 million due to ongoing process and productivity improvements. Ordinary profit rose 22.9% to ¥16,982 million, also benefiting from foreign exchange gains, while quarterly net profit attributable to owners of the parent rose 25.5% to ¥11,934 million.」
In addition to higher prices for materials and purchased products, rising electricity charges are also described as a cost burden, broadening the scope of higher input costs. - FY2023-Q2MaterialisedAnnual report
「The Group was affected by the rapid depreciation of the yen and soaring component prices.」
It states that higher component prices actually emerged as a cost burden in the lighting equipment business, affecting profit. - FY2022MaterialisedAnnual report
「Supply constraints caused by labour shortages, supply chain disruptions and geopolitical risks, including the situation in Ukraine, led to global inflation, including surging raw material and fuel costs.」
It states that supply chain disruption, supply constraints, and higher raw material and fuel costs actually emerged as business conditions in connection with materials supply risks. - FY2019MitigatedAnnual report
「In line with the Group's production volume, we have expanded the number of suppliers with which we transact as appropriate to secure supply.」
In response to the risk of raw material shortages and price increases, it is working to secure supply by expanding the number of suppliers. - FY2017First statedAnnual report
「There is no guarantee that raw material shortages will not occur from time to time. In such cases, raw material prices may rise, supply conditions may deteriorate, and the Group's material costs may increase.」
It states that the Group depends on several external refiners for raw materials such as alumina, creating the possibility of shortages, price increases, supply deterioration, and higher material costs.