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Onex (5987) · RiskMitigated

Risk of Rising Raw Material Prices and Delays in Passing Costs Through to Prices

First written in FY2016. 9 of 19 entries say "Materialised", first in FY2022-Q1. Latest entry: FY2026.

19entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2021MaterialisedFY2023-Q2 – FY2024-Q32016: 12017: 120172018: 120182019: 120192020: 120202021: 220212022: 420222023: 420232024: 220242025: 020252026: 22026
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 357 companies write about · 369 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 122 of 167 companies on the "Worse" side.

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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 370 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「As raw material prices increased from the latter part of the second half, the Company negotiated higher unit prices, resulting in higher profit than in the previous fiscal year.」

    Although raw material prices have continued to rise, the company addressed the increase in costs through negotiations to raise unit prices, resulting in higher profit than in the previous fiscal year.
  2. 2026-05-14MitigatedEarnings

    「In terms of profit, operating profit and ordinary profit increased from the same period of the previous year due to a decline in raw material costs.」

    原材料費の高騰が継続的な利益圧迫要因だった流れに対し、当四半期は原材料費の減少が増益要因として記載されている。
  3. FY2024-Q3MaterialisedAnnual report

    「In terms of profit, we worked to reduce raw material, electricity and other costs, but soaring expenses caused operating profit and ordinary profit to decline from the same quarter of the previous year.」

    The previously disclosed risk of rising raw material prices continued to materialize as soaring raw material and electricity costs, putting pressure on operating profit and ordinary profit despite efforts to reduce costs.
  4. FY2024-Q2MaterialisedAnnual report

    「In terms of expenses, we worked to reduce electricity, raw material and other costs, but operating profit and ordinary profit declined from the same quarter of the previous year.」

    The risk of rising raw material prices became an actual factor pressuring profit in the form of persistently high electricity and raw material costs. Despite efforts to reduce costs, operating profit and ordinary profit declined.
  5. FY2024-Q1MaterialisedAnnual report

    「In terms of profit, energy and raw material costs continued to rise. Although the company worked to reduce costs and take other measures, profit declined.」

    The previously disclosed risk of rising raw material prices has continued to put actual pressure on profit in the form of soaring energy and raw material costs.
  6. FY2023MaterialisedAnnual report

    「In terms of expenses, energy and raw material prices soared, and the resulting increase could not be fully covered even by raising unit prices, resulting in lower profit than in the previous fiscal year.」

    The company states that higher raw material and energy prices became actual cost-increase factors for the full fiscal year and could not be absorbed by price increases through higher unit prices, resulting in lower profit.
  7. FY2023-Q3MaterialisedAnnual report

    「In terms of expenses, raw material and electricity costs rose, but operating income and ordinary income increased from the same quarter of the previous year because of decreases in outsourced processing costs and costs related to compensation for defective products.」

    Higher raw material and electricity costs continued to drive actual increases in manufacturing costs during the quarter. Meanwhile, profit improved due to lower subcontracted processing costs and compensation costs for defective products, among other factors.
  8. FY2023-Q2MaterialisedAnnual report

    「In terms of expenses, electricity and raw material costs rose, but operating income and ordinary income increased from the same quarter of the previous year as a result of efforts to reduce expenses.」

    The previously disclosed risk of rising raw material prices has actually driven higher costs in the form of soaring electricity and raw material costs. Meanwhile, profit increased through expense reductions.
  9. FY2023-Q1MitigatedAnnual report

    「In terms of expenses, energy and raw material costs rose, but profit increased as a result of measures including increases in heat-treatment prices.」

    Although energy and raw material costs have continued to soar, the company cited measures such as raising heat-treatment unit prices and posted higher profit.
  10. FY2022Specifying the price response measure as a review of heat-treatment unit pricesAnnual report

    「To address rising raw material prices, we will implement measures including reducing costs through productivity improvements, cutting expenses and reviewing heat-treatment unit prices. However, if raw material prices continue to rise more than anticipated and measures such as passing the increase through to prices are delayed, the Group's profitability may be affected.」

    While continuing to disclose the risk of rising raw material prices, the company specifically identified reviewing heat-treatment unit prices, in addition to the previous measure of passing costs through to selling prices. The performance commentary indicates that energy and raw material costs have actually soared.
  11. FY2022-Q3MaterialisedAnnual report

    「In terms of expenses, the company posted an operating loss due to soaring raw material costs and higher subcontracted processing costs, among other factors.」

    The risk of rising raw material prices continued to drive actual cost increases in the form of soaring raw material costs and, together with higher subcontracted processing costs, became a factor behind the operating loss.
  12. FY2022-Q2MaterialisedAnnual report

    「Although manufacturing costs, including raw material and electricity costs, increased, operating income and ordinary income rose from the same quarter of the previous year as a result of efforts to reduce expenses.」

    The risk of rising raw material prices has actually emerged as higher manufacturing costs in the form of increased raw material costs during the quarter. Higher costs for electricity and other items are also cited.
  13. FY2022-Q1MaterialisedAnnual report

    「In terms of expenses, the company posted an operating loss due to soaring raw material costs and higher subcontracted processing costs, among other factors.」

    The previously disclosed risk of rising raw material prices became an actual factor behind the operating loss in the quarter in the form of soaring raw material costs.
  14. FY2021RestatedAnnual report

    「To address rising raw material prices, we will implement measures including reducing costs through productivity improvements, cutting expenses and passing costs through to selling prices. However, if raw material prices rise more than anticipated and measures such as passing the increase through to prices are delayed, the Group's profitability may be affected.」

    The company continues to disclose measures to address rising raw material prices and the risk of an impact on profitability from delays in passing costs through to prices.
  15. FY2020RestatedAnnual report

    「To address rising raw material prices, we will implement measures including reducing costs through productivity improvements, cutting expenses and passing costs through to selling prices. However, if raw material prices rise more than anticipated and measures such as passing the increase through to prices are delayed, the Group's profitability may be adversely affected.」

    The company cites productivity improvements, reductions in costs and expenses, and passing costs through to selling prices as measures to address rising raw material prices, while continuing to disclose the risk of delays in passing costs through to prices.
  16. FY2019RestatedAnnual report

    「To address rising raw material prices, we are implementing measures including reducing costs through productivity improvements, cutting expenses and passing costs through to selling prices. However, if raw material prices rise more than anticipated and measures such as passing the increase through to prices are delayed, the Group's operating performance may be affected.」

    The company continues to disclose the risk of rising raw material prices and delays in passing costs through to prices, as well as countermeasures including productivity improvements, expense reductions and passing costs through to selling prices.
  17. FY2018RestatedAnnual report

    「To address rising raw material prices, we are implementing measures including reducing costs through productivity improvements, cutting expenses and passing costs through to selling prices. However, if raw material prices rise more than anticipated and measures such as passing the increase through to prices are delayed, the Group's operating performance may be affected.」

    The company continues to disclose the risk of rising raw material prices and delays in passing costs through to prices, as well as countermeasures including productivity improvements, expense reductions and price pass-through.
  18. FY2017RestatedAnnual report

    「To address rising raw material prices, we are implementing measures including reducing costs through productivity improvements, cutting expenses and passing costs through to selling prices. However, if raw material prices rise more than anticipated and measures such as passing the increase through to prices are delayed, the Group's operating performance may be affected.」

    The company continues to disclose the risk of rising raw material prices and delays in passing costs through to prices, as well as countermeasures including productivity improvements, expense reductions and price pass-through.
  19. FY2016First statedAnnual report

    「If raw material prices rise more than anticipated and measures such as passing the increase through to prices are delayed, the Group's operating performance may be affected.」

    The company cites productivity improvements, expense reductions and passing costs through to selling prices as countermeasures, while identifying an above-expected rise in raw material prices as a risk.
Moved together

"Pressure on profits from higher manufacturing costs, including energy and repair expenses" moved the same way as this thread, in the same document, in 10 of its 19 moves.

1098665★123456
  1. ★This thread
  2. 1Pressure on profits from higher manufacturing costs, including energy and repair expenses10×
  3. 2Strengthening the Financial Position by Reducing Interest-Bearing Debt9×
  4. 3Risk of Changes in Assumptions Affecting Retirement Benefit Obligations and Expenses8×
  5. 4Deterioration in consolidated results and shift to an operating loss6×
  6. 5Pressure on Transportation Profit from Fuel Costs, Labor Costs and Depreciation Expense Associated with Fleet Expansion6×
  7. 6Downside risks to economic activity from uncertainty in overseas economies and financial markets5×

★ 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 Onex yet. It last moved in the Earnings of 2026-05-14: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Rising Raw Material Prices and Delays in Passing Costs Through to Prices | ONEX Corporation (5987) | Komori