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Kunimine Industries (5388) · InitiativeAdvanced

Responding to Cost Increases Through Price Revisions

First written in FY2023-Q1. 9 of 12 entries say "Advanced", first in FY2023. Latest entry: 2026-07-31.

12entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023 – 2026-07-312022: 220222023: 320232024: 320242025: 120252026: 32026
Same theme, other companies
Selling Price Revisions Due to Raw Material and Supplier Price IncreasesA theme 121 companies write about · 22 as a headwind · 101 as a tailwind

The whole theme swung hardest in 2020: 2 of 17 companies on the "Worse" side.

69 other companies' latest entry also says "Advanced".

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 121 companies compared. The sentences above are computed from all 121.
Full recordFilings, disclosures and news, newest first
  1. 2026-07-31AdvancedEarnings

    「We have focused on securing earnings by strengthening sales activities, including proposals for high-value-added products and services and appropriate price revisions, while pursuing further cost reductions.」

    The company strengthened proposals for high-value-added products and services and cost reductions in addition to price revisions, resulting in a 54.5% year-on-year increase in operating profit.
  2. FY2026AdvancedAnnual report

    「In the Fabricated Materials field, revenue increased due to the effects of price revisions, in addition to a trend toward recovery in demand mainly related to construction machinery and trucks. In the Environmental Construction field, although demand for general civil engineering work was sluggish, revenue increased due to the effects of price revisions and strong demand for geothermal applications, among other factors.」

    In addition to the effects of price revisions, contributions from demand related to construction machinery, trucks and geothermal applications resulted in revenue of ¥11,842 million and segment profit of ¥1,289 million in the Bentonite business, representing year-on-year increases in both revenue and profit.
  3. 2026-05-08AdvancedEarnings

    「The fabricated materials field reported higher revenue as demand, mainly for construction machinery and trucks, showed signs of recovery and the effects of price revisions emerged.」

    The fabricated materials field in the Bentonite business reported higher revenue due to the effects of price revisions, demonstrating progress in the company's price revision measures.
  4. FY2026-H1AdvancedAnnual report

    「In the Fabricated Materials field, although production cuts by major customers, mainly in the construction machinery and truck sectors, continued to have an impact from the previous fiscal year, revenue increased partly due to the effects of price revisions. As a result, revenue in this segment was ¥5,736 million, up 6.0% year on year, and segment profit was ¥668 million, up 23.5%.」

    Amid continued production cuts by major customers, the Bentonite business reported revenue growth of 6.0% and segment profit growth of 23.5% due to the effects of price revisions, with earnings improvement from price revisions emerging as concrete progress in performance.
  5. FY2025-H1AdvancedAnnual report

    「In addition to the recovery in demand for KUNIPIA clay products for general industrial applications destined for export, the effects of price revisions implemented across various fields since the previous fiscal year resulted in higher revenue and profit. As a result, segment revenue was ¥1,016 million, up 31.4% year on year, and segment profit was ¥193 million, compared with a segment loss of ¥22 million in the same period of the previous year.」

    Price revisions continued from the previous fiscal year, contributing to a 31.4% increase in revenue in the Clay Science business and a return from a loss in the same period of the previous year to profit of ¥193 million. The response to higher costs through price revisions is making progress in terms of performance.
  6. FY2024AdvancedAnnual report

    「In the Fabricated Materials field, revenue increased substantially due to the effects of price revisions that have continued since the previous fiscal year. As a result, revenue in this segment was ¥11,329 million, up 3.1% year on year, and segment profit was ¥1,387 million, up 125.4%.」

    Continuing price revisions led to a substantial increase in revenue in the Fabricated Materials field, while the Bentonite business as a whole reported revenue growth of 3.1% and segment profit growth of 125.4%.
  7. FY2024-Q3AdvancedAnnual report

    「In the Fabricated Materials field, revenue increased substantially due to the effects of price revisions that have continued since the previous fiscal year. As a result, revenue in this segment was ¥8,756 million, up 6.1% year on year, and segment profit was ¥1,122 million, up 196.3%.」

    The continuing effects of price revisions resulted in revenue growth of 6.1% and segment profit growth of 196.3% in the Bentonite business, indicating progress in the earnings impact of the pricing strategy.
  8. FY2024-Q1AdvancedAnnual report

    「Cost increases resulting from the continued depreciation of the yen, advancing inflation and persistently high energy prices remain a concern, and the challenging environment is expected to continue. To achieve the targets of the medium-term management plan, we will continue working to improve earnings through agile pricing strategies, cost reductions and higher value added in our products and services.」

    The company continued to implement agile pricing strategies, cost reductions and higher value added in its products and services across the Group. In the current quarter, operating profit improved through a review of selling prices and a shift to higher-value-added projects.
  9. FY2023AdvancedAnnual report

    「In terms of profit, the sharp depreciation of the yen led to higher imported ore prices, while various raw material prices also surged, resulting in a substantial decline in profit for the full year. However, improvement was seen from the second half onward as price increases progressed.」

    Regarding cost reductions, higher value added and optimization of selling prices, price pass-through progressed from the second half onward, resulting in earnings improvement.
  10. FY2023-Q3RestatedAnnual report

    「Although cost increases resulting from the continued depreciation of the yen, advancing inflation and surging energy prices remain a concern and the challenging environment is expected to continue, we will continue working to improve earnings through cost reductions, higher value added in our products and services and optimization of selling prices.」

    The company has indicated its policy of continuing to implement cost reductions, increase value added in its products and services, and optimize selling prices in response to the depreciation of the yen, inflation and surging energy prices.
  11. FY2023-Q2RaisedAnnual report

    「Under these circumstances, the Group focused on securing earnings by pursuing further cost reductions and by proposing higher-value-added products and services and implementing appropriate price revisions in response to rising costs. Although cost increases resulting from the continued depreciation of the yen, advancing inflation and surging crude oil prices remain a concern and the challenging environment is expected to continue, we will continue to reduce costs and optimize selling prices.」

    In addition to the previous focus on price revisions in the casting-related business, the company explicitly identified proposals for higher-value-added products and services, cost reductions and optimization of selling prices as measures to address rising costs across the Group.
  12. FY2023-Q1First statedAnnual report

    「Although sales volumes in the foundry-related business declined due to production stoppages and other factors at automakers caused by semiconductor shortages, the business posted a slight increase in revenue as a result of efforts to revise prices.」

    The company explicitly stated for the first time that it was working to increase revenue through price revisions in response to lower volumes caused by halted automobile production. However, it noted that cost pass-through had not kept pace for raw materials and fuel costs overall.
Moved together

"Delays in Passing Cost Increases Through to Prices" moved the same way as this thread, in the same document, in 8 of its 12 moves.

865444★123456
  1. ★This thread
  2. 1Delays in Passing Cost Increases Through to Prices8×
  3. 2Expanding orders for pesticide processing by leveraging 3 plants6×
  4. 3Enhancing the Use of Existing Resources and Expanding Applications5×
  5. 4Risk of fluctuations in orders for contract production of agricultural chemicals4×
  6. 5Building a high-profitability business model through high value-added products4×
  7. 6Foreign Exchange Risk Related to Imported Raw Ore Prices4×

★ 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
Kunimine Industries's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings of 2026-07-31: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Responding to Cost Increases Through Price Revisions | KUNIMINE INDUSTRIES CO.,LTD. (5388) | Komori