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Stg (5858) · RiskRestated

Risk of rising raw material prices for magnesium and aluminum alloys

First written in FY2024. 3 of 4 entries say "Restated". Latest entry: FY2026.

4entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024 – FY20262024: 220242025: 120252026: 12026
Same theme, other companies
Deterioration in earnings due to fluctuations in aluminum alloy pricesA theme 10 companies write about · 10 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2025: 3 of 8 companies on the "Worse" side.

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「When market prices for raw materials fluctuate, the general practice is to pass the change through to selling prices by agreement with customers. However, because pass-through to selling prices lags the change in market prices, an increase in market prices could adversely affect the Group’s financial condition and results of operations.」

    Fluctuations in magnesium and aluminum raw-material prices and the time lag before pass-through to selling prices continue to be identified as risks.
  2. FY2025RestatedAnnual report

    「When market prices for raw materials fluctuate, the general practice is to pass the change through to selling prices by agreement with customers. However, because pass-through to selling prices lags the change in market prices, an increase in market prices could adversely affect the Group’s financial condition and results of operations.」

    Higher prices for magnesium and aluminum raw materials and the time lag before pass-through to selling prices continue to be identified as risks.
  3. FY2025-H1RestatedAnnual report

    「Higher energy and raw-material prices resulting from the prolonged Russia-Ukraine conflict」

    Higher raw-material prices continue to be disclosed as a source of uncertainty in the external environment. The status of pass-through to selling prices and the amount of impact are not stated.
  4. FY2024First statedAnnual report

    「When market prices for raw materials fluctuate, the general practice is to pass the change through to selling prices by agreement with customers. However, because pass-through to selling prices lags the change in market prices, an increase in market prices could adversely affect the Group’s financial condition and results of operations.」

    Although the Group has a policy of passing changes through to selling prices, the time lag before pass-through is identified as a risk.
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Risk of rising raw material prices for magnesium and aluminum alloys | STG CO.,LTD. (5858) | Komori