Komori
Dainichi (5951) · RiskWorsened

Surging Raw Material Prices

First written in FY2016. 7 of 15 entries say "Restated". Latest entry: FY2026.

15entries
11years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017WorsenedFY2018RestatedFY2020 – FY2021RestatedFY2023-Q2 – FY2024-Q32016: 120162017: 120172018: 120182019: 020192020: 120202021: 120212022: 420222023: 320232024: 120242025: 020252026: 22026
Same theme, other companies
Profit pressure from higher material, packing and freight, and labor costsA theme 150 companies write about · 153 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2022: 69 of 109 companies on the "Worse" side.

45 other companies' latest entry also says "Worsened".

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 150 companies compared. The sentences above are computed from all 150.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「However, if circumstances arise in which the company is unable to procure necessary raw materials due to the impact of global conditions or other factors, its production activities may be significantly affected. In addition, if energy prices, raw material costs, labor costs and other expenses rise significantly, the company will respond by negotiating prices with suppliers, reducing costs through higher productivity, and revising product prices to the extent possible. However, if high prices persist and the resulting cost increases cannot be fully absorbed, its business results may be affected.」

    In addition to raw material and energy prices, the company explicitly identifies higher labor costs and the impact on production if raw materials cannot be procured, expanding the scope of the risks described.
  2. 2026-05-13MitigatedResults

    「今後も、地政学的リスクに伴う原材料やエネルギー価格の高騰などが懸念されますが、販売価格の改定や継続的なコスト削減により、既存事業の収益性を高める」

    原材料・エネルギー価格高騰の懸念を継続しつつ、販売価格改定と継続的なコスト削減を対応策として明示している。
  3. FY2024-Q3RestatedAnnual report

    「The company continued to pursue selling price revisions in line with cost increases resulting from higher raw material and energy prices and wage increases at suppliers, while working to establish an optimal production structure.」

    The company continues to pursue selling price revisions and the establishment of an optimal production structure in response to higher costs resulting from rising raw material and energy prices and wage increases at suppliers.
  4. FY2024-Q2Explicit identification of higher costs resulting from wage increases for supplier employeesAnnual report

    「In addition to rising raw material and energy prices, the company proceeded with revising selling prices in line with cost increases resulting from wage increases for supplier employees, while working to establish an optimal production structure.」

    In addition to rising raw material and energy prices, the company explicitly identifies higher costs resulting from wage increases for supplier employees and continues to pursue selling price revisions and the establishment of an optimal production structure as countermeasures.
  5. FY2023RestatedAnnual report

    「In addition, the company proceeded with revising selling prices to levels that enable continued production in line with increases in costs resulting from higher raw material and energy prices, while working to establish an optimal production structure.」

    The company reiterates that it proceeded with selling price revisions and the establishment of an optimal production structure in response to rising raw material and energy prices.
  6. FY2023-Q3RestatedAnnual report

    「In addition, the company proceeded with revising selling prices to levels that enable continued production in line with increases in costs resulting from higher raw material and energy prices, while working to establish an optimal production structure.」

    The company reiterates that it proceeded with selling price revisions and the establishment of an optimal production structure in response to higher costs resulting from rising raw material and energy prices.
  7. FY2023-Q2RestatedAnnual report

    「In addition, the company proceeded with revising selling prices to levels that enable continued production in line with increases in costs resulting from higher raw material and energy prices, while working to establish an optimal production structure.」

    The company reiterates that it proceeded with revising selling prices to levels that enable continued production and establishing an optimal production structure in response to rising raw material and energy prices.
  8. FY2023-Q1WorsenedAnnual report

    「The company is now in a situation requiring close attention to downside risks from financial and capital market volatility, in addition to rising raw material prices and supply-side constraints amid concerns over a prolonged situation in Ukraine and the impact of restrictions on economic activity in China.」

    Rising raw material prices are explicitly identified as a downside risk linked to the situation in Ukraine, restrictions on economic activity in China and supply-side constraints. The external factors surrounding the existing risk of price increases have been specified in greater detail.
  9. FY2022WorsenedAnnual report

    「In addition, as raw material and energy prices are expected to remain elevated, the company will proceed with revising selling prices to levels that enable continued production in line with cost increases, while working to establish an optimal production structure.」

    In addition to the existing risk of rising raw material prices, the company anticipates persistently high energy prices and explicitly identifies selling price revisions and the establishment of an optimal production structure as countermeasures.
  10. FY2022-Q3WorsenedAnnual report

    「Looking ahead, although the economy is expected to recover as various policy measures take effect and overseas economies improve while economic and social activity moves toward normalization, it remains necessary to closely monitor downside risks from supply-side constraints and raw material price trends, the impact of infectious diseases, including new variants, on domestic and overseas economies, and financial and capital market volatility, and the situation therefore remains uncertain.」

    Raw material price trends have been explicitly identified, together with supply-side constraints, as a downside risk to the economy. This provides greater detail on the external-environment aspect of the remaining risk that soaring prices could affect business results.
  11. FY2021RestatedAnnual report

    「If raw material prices rise significantly due to soaring crude oil prices or a sharp increase in demand, the company will respond by negotiating prices with suppliers, reducing costs through higher productivity, and revising product prices to the extent possible. However, if high prices persist and the company is unable to absorb the resulting cost increases, its business results may be affected.」

    The company continues to describe measures for addressing rising raw material prices and the remaining risk if prolonged price increases cannot be absorbed through higher costs.
  12. FY2020RestatedAnnual report

    「If raw material prices rise significantly due to soaring crude oil prices or a sharp increase in demand, the company will respond by negotiating prices with suppliers, reducing costs through higher productivity, and revising product prices to the extent possible. However, if high prices persist and the company is unable to absorb the resulting cost increases, its business results may be affected.」

    The company continues to describe measures for addressing rising raw material prices and the remaining risk if prolonged price increases cannot be absorbed through higher costs.
  13. FY2018WorsenedAnnual report

    「If raw material prices rise significantly due to soaring crude oil prices or a sharp increase in demand, the company will respond by negotiating prices with suppliers, reducing costs through higher productivity, and revising product prices to the extent possible. However, if high prices persist and the company is unable to absorb the resulting cost increases, its business results may be affected.」

    In addition to its existing measures for addressing rising raw material prices, the company explicitly describes the impact on business results if high prices persist and cost increases cannot be absorbed, providing greater detail on the remaining risk.
  14. FY2017RestatedAnnual report

    「The company purchases raw materials from multiple suppliers and works to secure a stable supply of raw materials and procure them at optimal prices.」

    The company reiterates its policy of addressing rising raw material prices through procurement from multiple suppliers, price negotiations, higher productivity and product price revisions.
  15. FY2016First statedAnnual report

    「If raw material prices rise significantly due to soaring crude oil prices or a sharp increase in demand, the company will respond by negotiating prices with suppliers, reducing costs through higher productivity, and revising product prices to the extent possible.」

    The company identifies negotiations with suppliers, higher productivity and product price revisions as measures to address rising raw material prices.
Moved together

"Weakness in Housing Construction and Uncertainty in Overseas Economies and Financial Markets" moved the same way as this thread, in the same document, in 4 of its 15 moves.

42★12
  1. ★This thread
  2. 1Weakness in Housing Construction and Uncertainty in Overseas Economies and Financial Markets4×
  3. 2Disaster Risk from Concentration at a Single Production Site2×

★ 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
Dainichi's next results are scheduled for 2026-11-04. Read the earnings preview It last moved in the Results of 2026-05-13: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.