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Powdertech (5695) · RiskMaterialised

Raw Material Price Volatility and Foreign-Currency Transaction Exchange Rate Risk

First written in FY2016. 29 of 36 entries say "Materialised", first in FY2017-Q1. Latest entry: 2026-08-07.

36entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017 – FY2020-Q3MaterialisedFY2022-Q2 – FY20252016: 320162017: 420172018: 420182019: 320192020: 320202021: 420212022: 420222023: 320232024: 320242025: 120252026: 42026
Same theme, other companies
Rising Procurement Costs Driven by Component Raw Materials, Transportation Costs and Yen DepreciationA theme 43 companies write about · 43 as a headwind · 0 as a tailwind

Powdertech moved to the "Worse" side of this theme in 2016, 6 years before the typical company in this theme (2022).

The whole theme swung hardest in 2019: 10 of 16 companies on the "Worse" side.

8 other companies' latest entry also says "Materialised".

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 43 companies compared. The sentences above are computed from all 43.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「Consolidated operating profit was ¥530 million, up 59.6% from the previous fiscal year, due to further strengthening of cost reductions and appropriate selling prices to address sharply higher raw material prices.」

    Although sharply higher raw material prices also occurred in the current fiscal year, consolidated operating profit was ¥530 million due to cost reductions and appropriate selling prices.
  2. 2026-05-15MitigatedRevision of earnings forecasts

    「Profit increased owing to further strengthened cost reductions to address soaring raw material prices, as well as the earlier timing of product deliveries in line with customer demand for certain high-value-added products.」

    Further strengthening cost reductions in response to soaring raw material prices is identified as a factor behind the increase in profit, indicating that the earnings pressure from raw material price fluctuations was mitigated.
  3. FY2025MaterialisedAnnual report

    「In terms of profit and loss, higher raw material prices and increased personnel and depreciation expenses squeezed earnings, causing ordinary profit to fall below the forecast.」

    Higher raw material prices, together with increased personnel and depreciation expenses, squeezed earnings and materialized as a factor causing ordinary profit to fall below the initial forecast.
  4. FY2025-H1MaterialisedAnnual report

    「In the functional materials business, sales of electrophotographic carriers and new functional materials increased due to higher sales volumes, bringing sales to ¥3,957 million, up 7.3% year on year. Segment profit was ¥433 million, down 13.7%, mainly due to sharply higher raw material prices for carriers and increased repair expenses.」

    The sharp rise in raw material prices for carriers has materialized, together with increased repair expenses, as a factor behind lower profit in the functional materials business.
  5. FY2024MaterialisedAnnual report

    「Segment profit was ¥3 million, down 97.3% from the previous fiscal year, as sales declined due to the fire and raw material prices and personnel expenses rose by more than the effect of appropriate selling prices.」

    Higher raw material prices and personnel expenses exceeded the effect of appropriate selling prices and materialized as factors weighing on profit in the quality-preserving agent business, reducing it to ¥3 million.
  6. FY2024-Q3MaterialisedAnnual report

    「Segment profit was limited to ¥10 million, down 89.7% year on year, as sales declined due to the fire and raw material prices and personnel expenses rose by more than the effect of appropriate selling prices.」

    Higher raw material prices and personnel expenses exceeded the effect of appropriate selling prices and materialized as factors weighing on profit in the quality-preserving agent business, reducing it to ¥10 million, down 89.7% year on year.
  7. FY2024-Q2MaterialisedAnnual report

    「In this segment, sales of iron powder-related products ended at the end of September last year, resulting in total segment sales of ¥579 million, down 23.7% year on year. Although the company worked to optimize selling prices, segment profit fell 67.5% year on year to ¥20 million, as it was unable to offset higher raw material prices and labor costs.」

    Increases in raw material prices and personnel expenses have materialized as factors weighing on profit in the quality-preserving agent business even after the company pursued appropriate selling prices.
  8. FY2024-Q1MaterialisedAnnual report

    「In this segment, sales of oxygen absorber-related products increased. However, sales for the segment as a whole fell 23.6% year on year to ¥300 million because sales of iron powder-related products ended at the end of September last year. Segment profit fell 42.4% year on year to ¥17 million, as efforts to adjust selling prices appropriately, mainly for oxygen absorber-related products, failed to cover higher energy and raw material prices and increased personnel expenses.」

    Higher energy and raw material prices and increased personnel expenses materialized as factors weighing on profit in the quality-preserving agent business even after the company pursued appropriate selling prices.
  9. FY2023MaterialisedAnnual report

    「In terms of profit and loss, energy and raw material prices rose more than expected. Although the company pursued appropriate selling prices, ordinary profit fell below the initial forecast.」

    Energy and raw material prices rose more than expected, and adjustments to selling prices did not keep pace, causing ordinary profit to fall below the initial forecast.
  10. FY2023-Q2MaterialisedAnnual report

    「In terms of profit and loss, although sales recovered, operating profit was ¥454 million, down 16.7% year on year, and ordinary profit, including non-operating income and expenses, was ¥493 million, down 10.1%, due to higher energy and raw material prices and increased depreciation expenses.」

    The increase in energy and raw material prices materialized and became a factor behind lower operating profit and ordinary profit despite the recovery in sales.
  11. FY2023-Q1MaterialisedAnnual report

    「Although sales recovered, operating profit was ¥216 million, down 16.1% year on year, ordinary profit was ¥246 million, down 5.3%, and net profit attributable to owners of the parent was ¥165 million, down 7.9%, due to higher energy and raw material prices and increased depreciation expenses.」

    The increase in energy and raw material prices materialized and became a factor behind lower operating profit, ordinary profit and quarterly net profit despite the recovery in sales.
  12. FY2022MaterialisedAnnual report

    「Despite increases in energy and raw material prices, consolidated operating profit was ¥1,115 million, up 314.4% from the previous fiscal year, mainly due to the recovery in carrier sales and lower costs. Consolidated ordinary profit, including non-operating income and expenses, was ¥1,135 million, up 309.2%.」

    The increase in energy and raw material prices also materialized in the current fiscal year and was absorbed by the recovery in carrier sales and lower costs.
  13. FY2022-Q3MaterialisedAnnual report

    「Despite increases in energy and raw material prices, operating profit was ¥925 million, up 705.9% year on year, and ordinary profit was ¥933 million, up 762.0%, mainly due to the recovery in carrier sales and lower costs. Iron powder sales remained below the same period of the previous year due to the impact of higher iron ore prices and higher procurement costs resulting from the weaker yen.」

    Higher energy and raw material prices, higher iron ore prices and higher procurement costs resulting from the weaker yen continue to affect actual business profit and iron powder sales.
  14. FY2022-Q2MaterialisedAnnual report

    「Iron powder sales remained below the same period of the previous year due to higher iron ore prices and higher procurement costs resulting from the weaker yen.」

    Higher iron ore prices and higher procurement costs resulting from the weaker yen have materialized as factors behind lower sales of iron powder-related products.
  15. FY2022-Q1Foreign exchange loss fell sharplyAnnual report

    「Foreign exchange loss ¥2.949 million ¥183 thousand」

    The foreign exchange loss in the first quarter was ¥183 thousand, down sharply from ¥2.949 million in the same period of the previous year. However, the impact of exchange rate fluctuations itself continues to be recognized in profit or loss.
  16. FY2021Procurement risk management measures made more specificAnnual report

    「We minimize risk by securing multiple sources of raw materials, managing appropriate inventory levels and auditing suppliers, among other measures.」

    In response to the risk of stable procurement of raw materials and other items, the company specifically describes measures including multiple sources, appropriate inventory levels and supplier audits.
  17. FY2021-Q3MaterialisedAnnual report

    「Foreign exchange loss ¥3.055 million ¥8.764 million」

    The foreign exchange loss for the cumulative third quarter of the fiscal year was ¥8.764 million, up from ¥3.055 million in the same period of the previous year. Foreign exchange risk has materialized as an actual loss.
  18. FY2021-Q2Foreign exchange loss decreased year on yearAnnual report

    「Foreign exchange loss ¥6.292 million ¥5.715 million」

    The foreign exchange loss for the cumulative second quarter of the fiscal year was ¥5.715 million, down from ¥6.292 million in the same period of the previous year. The impact of exchange rate fluctuations continues to be reflected in profit or loss.
  19. FY2021-Q1Decline in foreign-exchange lossesAnnual report

    「Foreign exchange loss ¥7.818 million ¥2.949 million」

    The foreign exchange loss in the first quarter was ¥2.949 million, down from ¥7.818 million in the same period of the previous year. The impact of exchange rate fluctuations continues to be reflected in profit or loss, although the loss was lower than in the same period of the previous year.
  20. FY2020-Q3MaterialisedAnnual report

    「Segment profit was ¥1,504 million, up 9.8% year on year. Although depreciation expenses increased and raw material and energy prices rose, higher sales of new products and lower cost of sales resulting from securing product inventories in anticipation of fourth-quarter equipment maintenance supported profit. Foreign exchange loss ¥3.055 million」

    The increase in raw material and energy prices materialized and was absorbed by higher product sales and other factors. A ¥3.055 million foreign exchange loss was also recorded, indicating the impact of raw material price and foreign exchange risks.
  21. FY2020-Q2MaterialisedAnnual report

    「Segment profit was ¥1,033 million, up 16.4% year on year, as profit from higher sales and cost reductions covered the increase in depreciation expenses and higher raw material and energy prices. Foreign exchange loss ¥6.292 million」

    Higher raw material and energy prices materialized as a factor weighing on profit in the carrier business and were absorbed by profit from higher sales and cost reductions. A ¥6.292 million foreign exchange loss was also recorded, indicating the impact of exchange rate fluctuations.
  22. FY2020-Q1MaterialisedAnnual report

    「Segment profit was ¥518 million, up 7.9% year on year, as profit from higher sales and cost reductions covered the increase in depreciation expenses and higher raw material and energy prices. Foreign exchange loss - ¥7.818 million」

    The increase in raw material and energy prices materialized and was absorbed by profit from higher sales and cost reductions. A ¥7.818 million foreign exchange loss was also recorded, indicating the impact of raw material price and foreign exchange risks.
  23. FY2019-Q3MaterialisedAnnual report

    「Segment profit was ¥1,369 million, down 12.4% year on year, mainly due to higher raw material and energy prices and increased R&D expenses, including expenses for new businesses. Segment profit was ¥130 million, down 11.2% year on year, as increases in raw material prices, personnel expenses and other costs could not be covered by higher sales and cost reductions.」

    Higher raw material and energy prices and increases in raw material prices, personnel expenses and other costs have materialized as factors behind lower profit in the carrier and iron powder businesses.
  24. FY2019-Q2MaterialisedAnnual report

    「Segment profit was ¥887 million, down 11.4% year on year, due to the loss from lower sales, higher raw material and energy prices, and increased R&D expenses, including expenses for new businesses. Segment profit was ¥64 million, down 7.6% year on year, as increases in raw material prices, personnel expenses and other costs could not be covered by cost reductions.」

    Higher raw material and energy prices in the carrier business and higher raw material prices, personnel expenses and other costs in the iron powder business have materialized as factors behind lower profit.
  25. FY2019-Q1MaterialisedAnnual report

    「Segment profit was ¥480 million, down 10.4% year on year, mainly due to higher raw material and energy prices and increased R&D expenses, including expenses for new businesses. Segment profit was ¥34 million, down 1.5% year on year. Although profit from higher sales was generated, it did not cover the increase in raw material prices, personnel expenses and other costs.」

    Higher raw material and energy prices in the carrier business and higher raw material prices in the iron powder business materialized as factors behind lower profit. The impact of raw material price fluctuations is reflected in the profits of both businesses.
  26. FY2018MaterialisedAnnual report

    「Segment profit was ¥2,066 million, up 2.0% from the previous fiscal year, as profit from higher sales and cost reductions covered the increases in energy prices and R&D expenses. Foreign exchange loss ¥14.156 million」

    The increase in energy prices materialized and was absorbed by profit from higher sales and cost reductions. A ¥14.156 million foreign exchange loss was also recorded, indicating that exchange rate fluctuations had an impact.
  27. FY2018-Q3MaterialisedAnnual report

    「Foreign exchange loss ¥1.228 million」

    Regarding foreign exchange risk related to imported materials and other items, a ¥1.228 million foreign exchange loss was recorded for the cumulative third quarter of the fiscal year, indicating that the impact has materialized.
  28. FY2018-Q2MaterialisedAnnual report

    「In this segment, sales were ¥1,081 million, up 0.7% year on year. Segment profit was ¥69 million, down 4.7%, mainly due to higher raw material prices and other factors.」

    Higher raw material prices materialized as a decline in segment profit in the iron powder business. The income statement also recorded a ¥545 thousand foreign exchange loss, indicating the impact of raw material price and foreign exchange fluctuations.
  29. FY2018-Q1MaterialisedAnnual report

    「In this segment, sales were ¥2,220 million, up 9.1% year on year. Segment profit was ¥536 million, up 4.4%, as profit from higher sales covered the increases in energy prices and R&D expenses.」

    The increase in energy prices materialized in the carrier business and was absorbed by profit from higher sales. The income statement also recorded a ¥662 thousand foreign exchange loss, indicating that exchange rate fluctuations also had an impact.
  30. FY2017MaterialisedAnnual report

    「Foreign exchange loss ¥23.381 million」

    Regarding foreign exchange risk related to imported materials and other items, a ¥23.381 million foreign exchange loss was recorded in the current period's income statement, indicating that the impact has materialized.
  31. FY2017-Q3RestatedAnnual report

    「Foreign exchange gain: ¥16.374 million」

    The risk section states that there have been no significant changes to the raw material price and foreign exchange risks. A ¥16.374 million foreign exchange gain was recorded in profit or loss for the cumulative third quarter of the fiscal year.
  32. FY2017-Q2MaterialisedAnnual report

    「Foreign exchange loss: ¥9.419 million」

    A ¥9.419 million foreign exchange loss was recorded for the cumulative second quarter of the fiscal year, indicating that foreign exchange risk continues to materialize as an actual loss.
  33. FY2017-Q1MaterialisedAnnual report

    「Performance remained lackluster as the yen continued to strengthen.」

    The continued appreciation of the yen is noted, and a ¥17.538 million foreign exchange loss was recorded as a non-operating expense in the quarter, indicating that the impact of exchange rate fluctuations has materialized as an actual loss.
  34. FY2016First statedAnnual report

    「Raw material prices are fluctuating significantly worldwide, affecting the Group. We are therefore working to expand our sources of procurement, secure stable suppliers, and implement measures to minimize the impact on operating results. Some imported raw materials are settled in foreign currencies and are therefore exposed to risk from fluctuations in foreign exchange rates.」

    The company identifies fluctuations in raw material prices and exchange rates for imported materials as risks, and describes measures including expanding sourcing channels and securing stable suppliers.
Moved together

"Resilience of Domestic Demand and Gradual Recovery of the Domestic Economy Amid Sluggish External Demand" moved the same way as this thread, in the same document, in 6 of its 36 moves.

644332★123456
  1. ★This thread
  2. 1Resilience of Domestic Demand and Gradual Recovery of the Domestic Economy Amid Sluggish External Demand6×
  3. 2Dependence on the carrier business and sluggish demand growth due to longer product lifespans4×
  4. 3Resilient trend in the electrophotographic carrier market4×
  5. 4Securing the Sustainability of Existing Businesses and Creating New Businesses under the 2019 Medium-Term Management Plan3×
  6. 5Building a Stronger Business Foundation3×
  7. 6Contributing to Society through a Global-Market Orientation and Technological Advancement2×

★ 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 Powdertech yet. It last moved in the Financial results presentation of 2026-08-07: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Raw Material Price Volatility and Foreign-Currency Transaction Exchange Rate Risk | Powdertech Co.,Ltd. (5695) | Komori