Chartering Risk in Export Sales
First written in FY2016. 5 of 15 entries say "Materialised", first in 2026-05-14. Latest entry: FY2026.
Envipro Holdings moved to the "Worse" side of this theme in 2025, 3 years after the typical company in this theme (2022).
The whole theme swung hardest in 2021: 4 of 11 companies on the "Worse" side.
1 other company's latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「Cargo bound for Dubai was affected by the effective blockade of the Strait of Hormuz.」
In addition to the previous risks of freight-rate fluctuations and difficulty securing transportation space, cargo was affected by the effective blockade of the Strait of Hormuz, adding to vessel allocation and transportation risks. - FY2025-H1WorsenedAnnual report
「In the logistics outsourcing service, performance remained solid as the company assessed supply and demand and provided services at appropriate prices amid issues including freight-rate fluctuations and difficulty securing transportation space.」
Difficulty securing transportation space and freight-rate fluctuations emerged as issues in the logistics service, and transportation-related risks again materialized. Meanwhile, the service remained solid through provision at appropriate prices based on an assessment of supply and demand. - FY2024MitigatedAnnual report
「In the logistics outsourcing service, strong shipments to landlocked countries, lower costs from bulk purchasing, and cost reductions from bringing customs clearance in-house, among other factors, increased profit.」
Logistics cost risks were mitigated in terms of business performance through shipments to landlocked countries, bulk purchasing and cost reductions from bringing customs clearance in-house. - FY2024-Q3MitigatedAnnual report
「In the logistics outsourcing service, strong shipments to landlocked countries, lower costs from bulk purchasing, and cost reductions from bringing customs clearance in-house, among other factors, increased profit.」
In transportation and logistics, strong shipments to landlocked countries, bulk purchasing and cost reductions from bringing customs clearance in-house contributed to profit, mitigating logistics cost risks. - FY2024-Q2RestatedAnnual report
「Profit also increased due to the recovering transportation environment and the impact of foreign exchange rates. In the logistics outsourcing service, strong shipments to landlocked countries and cost reductions increased profit.」
The transportation environment continued to recover, while strong shipments to landlocked countries and cost reductions also contributed to higher profit in the logistics outsourcing service. - FY2023-Q2MitigatedAnnual report
「The transportation environment for used-car-related products, metal scrap and other goods improved due to the sharp decline in ocean freight rates for containers and other cargo.」
Ocean freight rates fell sharply, improving the transportation cost environment in the current quarter from the previous difficulty of securing vessel space and high ocean freight rates. - FY2022-Q3RestatedAnnual report
「Although the sharp rise in ocean freight rates caused by the difficulty of securing vessel space continued, revenue and profit increased as earnings were secured through sales targeting domestic demand and taking advantage of price fluctuations.」
Despite the continued difficulty of securing vessel space and the sharp rise in ocean freight rates, earnings are being secured through sales targeting domestic demand and taking advantage of price fluctuations. - FY2021ReframedAnnual report
「The Group primarily uses vehicles and vessels in the procurement, processing and distribution of ferrous scrap and other products. Logistics costs may rise due to difficulties arranging vehicles and vessels caused by soaring crude oil prices and labor costs, tight supply and demand, and other factors.」
The previously identified risk of being unable to charter vessels has been organized as a logistics risk that includes difficulty arranging vehicles and vessels and higher logistics costs caused by rising crude oil prices and labor costs. - FY2017RestatedAnnual report
「The Group sells products domestically and overseas in lots of 1,500 to 5,000 tonnes per vessel. Sales per vessel range from several tens of millions of yen to ¥100 million or more. If a vessel cannot be chartered in a timely manner due to unforeseen circumstances such as weather, the Group’s operating results may be affected.」
The risks associated with chartering volumes and sales scale in export sales, and the inability to charter vessels in a timely manner due to weather and other factors, are reiterated. - FY2016First statedAnnual report
「For export sales of ferrous scrap and other products, the Group charters vessels from shipping companies and sells the products domestically and overseas in lots of 1,500 to 5,000 tonnes per vessel. Sales per vessel range from several tens of millions of yen to ¥100 million or more. If a vessel cannot be chartered in a timely manner due to unforeseen circumstances such as weather, the Group’s operating results may be affected.」
The disclosure describes the impact on export sales and operating results if vessels cannot be secured in a timely manner, together with shipment volumes and sales scale.