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Nikkato (5367) · RiskRestated

Rising Purchase Prices for Zirconia Raw Materials

First written in FY2016. 8 of 15 entries say "Restated". Latest entry: 2026-08-03.

15entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2021MaterialisedFY2023-Q1 – FY2024-Q3RestatedFY2024 – 2026-08-032016: 120162017: 020172018: 120182019: 120192020: 120202021: 120212022: 220222023: 320232024: 220242025: 120252026: 22026
Same theme, other companies
Raw-Material Price and Procurement Risks for Metals, Resins and Other MaterialsA theme 72 companies write about · 72 as a headwind · 0 as a tailwind

Nikkato 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 2021: 26 of 52 companies on the "Worse" side.

24 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 72 companies compared. The sentences above are computed from all 72.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-03RestatedEarnings

    「The prolonged depreciation of the yen, elevated raw material and energy prices, and inflation accompanying higher personnel and logistics costs continued.」

    The disclosure states that elevated raw material and energy prices continued, while the cost-of-sales ratio improved during the quarter as factory utilization increased.
  2. FY2026RestatedAnnual report

    「Zirconia procurement prices are currently generally stable. However, if procurement prices rise significantly in the future due to increased demand for zirconia products or a decline in raw material supply, this could affect the Company's results.」

    While stating that procurement prices are broadly stable at present, it continues to identify the risk of future price increases.
  3. FY2026-H1RestatedAnnual report

    「In terms of profit, although raw material and other costs remained elevated, higher orders improved factory utilization and improved the cost-of-sales ratio by 2.8 percentage points year on year. As a result, segment profit rose 41.4% to ¥401.411 million.」

    While stating that raw material prices and other costs remained elevated, it notes that the cost ratio and profit improved as orders increased and factory utilisation improved.
  4. FY2024RestatedAnnual report

    「Zirconia procurement prices are currently generally stable. However, if procurement prices rise significantly in the future due to increased demand for zirconia products or a decline in raw material supply, this could affect the Company's results.」

    While stating that procurement prices are currently generally stable, the Company continues to disclose the risk of future price increases due to higher demand or reduced supply.
  5. FY2024-Q3MaterialisedAnnual report

    「The Ceramics segment remained in difficult conditions due to the significant impact of lower revenue and persistently high energy and raw material prices. Segment profit declined 33.5% year on year to ¥526.298 million.」

    Persistently high energy and raw material prices actually pressured the business environment, and Ceramics segment profit declined 33.5% year on year to ¥526.298 million.
  6. FY2024-Q2MaterialisedAnnual report

    「During the six-month period ended at the second quarter, Japan's economy was moving toward a recovery in social and economic activity as COVID-19 restrictions were eased, but uncertainty about the outlook continued due to soaring energy and raw material prices, foreign-exchange fluctuations and the prolonged situation in Ukraine, among other factors,」

    Soaring energy and raw material prices continued to be reported as an actual business-environment factor. Although the cost-of-sales ratio improved in the Ceramics segment, profit declined due to lower revenue.
  7. FY2023MaterialisedAnnual report

    「As the Company advanced revisions to selling prices in response to soaring raw material and energy prices, total revenue across its businesses rose 7.6% year on year to ¥10,733.137 million.」

    Soaring raw material and energy prices have become an actual business-environment factor, and the Company is responding by revising selling prices.
  8. FY2023-Q3MaterialisedAnnual report

    「In the ceramics business, strong orders lifted plant utilization, while the business remained in a difficult environment due to surging energy and raw material prices. However, the pass-through of these costs into selling prices gradually took hold, and segment profit increased 7.6% year on year to ¥790.891 million.」

    The Company states that soaring energy and raw material prices continue to make the business environment challenging. Passing higher costs through to selling prices limited the impact on profit, but the actual impact of price-increase risk continues.
  9. FY2023-Q2MaterialisedAnnual report

    「Segment profit declined 3.2% year on year to ¥499.777 million, mainly because higher raw material and other costs increased the cost-of-sales ratio by 0.7 percentage points.」

    Higher raw material and other costs actually pushed up the cost-of-sales ratio by 0.7 percentage points and reduced Ceramics segment profit by 3.2% year on year.
  10. FY2023-Q1MaterialisedAnnual report

    「Although revenue from the Ceramics segment increased, segment profit declined 6.5% year on year to ¥257.238 million, as higher raw material and other costs increased the cost-of-sales ratio by 1.50 percentage points.」

    Higher raw material and other costs actually pushed up the cost-of-sales ratio by 1.50 percentage points and reduced Ceramics segment profit by 6.5% year on year. Although the disclosure does not refer specifically to zirconia prices, the impact of the risk of higher raw material prices is reflected in earnings.
  11. FY2021RestatedAnnual report

    「If procurement prices rise significantly in the future due to increased demand for zirconia products or a decline in raw material supply, this could affect the Company's results.」

    The Company reconfirms the risk of higher zirconia raw material prices resulting from increased demand or reduced supply.
  12. FY2020RestatedAnnual report

    「If procurement prices rise significantly in the future due to increased demand for zirconia products or a decline in raw material supply, this could affect the Company's results.」

    The Company reconfirms the risk of higher zirconia raw material prices resulting from increased demand or reduced supply.
  13. FY2019RestatedAnnual report

    「If procurement prices rise significantly in the future due to increased demand for zirconia products or a decline in raw material supply, this could affect the Company's results.」

    The Company reconfirms the risk of higher zirconia raw material prices resulting from increased demand or reduced supply.
  14. FY2018RestatedAnnual report

    「If procurement prices rise significantly in the future due to increased demand for zirconia products or a decline in raw material supply, this could affect the Company's results.」

    The Company reconfirms the risk of higher zirconia raw material prices resulting from increased demand or reduced supply.
  15. FY2016First statedAnnual report

    「Zirconia procurement prices are currently generally stable. However, if procurement prices rise significantly in the future due to increased demand for zirconia products or a decline in raw material supply, this could affect the Company's results.」

    While noting that prices are currently stable, the Company identifies future price increases resulting from higher demand and lower supply as a risk.
Moved together

"Worsening Business Sentiment and a Challenging Operating Environment" moved the same way as this thread, in the same document, in 5 of its 15 moves.

53★12
  1. ★This thread
  2. 1Worsening Business Sentiment and a Challenging Operating Environment5×
  3. 2Reliance on sales to the electronic components industry3×

★ 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
Nikkato's next results are scheduled for 2026-11-02. Read the earnings preview It last moved in the Earnings of 2026-08-03: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rising Purchase Prices for Zirconia Raw Materials | NIKKATO CORPORATION (5367) | Komori