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Nhk Spring (5991) · RiskRestated

Fluctuations in Raw Material Prices and Shortages of Raw Materials and Parts

First written in FY2018. 7 of 14 entries say "Restated". Latest entry: FY2026.

14entries
9years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018RestatedFY2023-Q1 – FY2023MitigatedFY2025-H1 – FY2026-H12018: 120182019: 020192020: 020202021: 320212022: 420222023: 220232024: 120242025: 220252026: 12026
Same theme, other companies
Procurement Disruption of Raw Materials and Components and Supplier Business Continuity RiskA theme 80 companies write about · 80 as a headwind · 0 as a tailwind

Nhk Spring moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.

The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.

12 other companies' 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.
Showing 14 of the 80 companies compared. The sentences above are computed from all 80.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「We assume that significant fluctuations in the prices of raw materials, other supplies and energy resulting from changes in market conditions will be passed on to selling prices. However, a delay in reflecting such price increases may cause the impact on business performance to extend beyond the relevant accounting period.」

    Continuing to identify fluctuations in the prices of raw materials, other supplies and energy, and the impact on business performance from delays in passing on price increases, as key risks.
  2. FY2026-H1MitigatedAnnual report

    「In the suspension spring business, although demand declined in Japan, the pass-through of increases in raw material and other supply prices into product selling prices progressed in Thailand, and higher volumes for certain vehicle models also contributed. Sales were ¥83,014 million, down 0.6% year on year, and operating income was ¥300 million, compared with an operating loss of ¥652 million in the same period of the previous year.」

    The pass-through of increases in raw material and other supply prices into selling prices progressed, and the suspension spring business moved from an operating loss in the same period of the previous year to operating income.
  3. FY2025MitigatedAnnual report

    「Reflection of increases in material and other supply prices in product selling prices」

    The Company continues to reflect increases in raw material and other supply prices in selling prices. By segment, market conditions for materials are also described as a factor contributing to higher operating income.
  4. FY2025-H1MitigatedAnnual report

    「In the suspension spring business, the reflection of increases in the prices of materials and other supplies in product selling prices, together with increases in the yen-converted amounts of overseas subsidiaries due to the weaker yen, resulted in sales of ¥83,533 million, up 6.2% year on year, and an operating loss of ¥652 million, compared with an operating loss of ¥3,523 million in the same period of the previous year.」

    Stating that increases in material and other supply prices were reflected in product selling prices, with the suspension spring business's operating loss narrowing from ¥3,523 million in the same period of the previous year to ¥652 million.
  5. FY2023RestatedAnnual report

    「In addition, semiconductor shortages caused by an imbalance between supply and demand are currently resulting in production adjustments by automakers, and orders for the Group's core automotive-related business are declining.」

    Semiconductor shortages, production adjustments by automakers and declining orders in the automotive-related business are continuing.
  6. FY2023-Q3RestatedAnnual report

    「On the other hand, higher prices for raw materials, logistics, utilities and fuel resulted in an operating loss of ¥3,315 million, compared with an operating loss of ¥3,535 million in the same period of the previous year.」

    Continuing to describe higher prices for raw materials, logistics, utilities and fuel as factors contributing to the operating loss.
  7. FY2023-Q2RestatedAnnual report

    「On the other hand, higher prices for raw materials, logistics, utilities and fuel resulted in an operating loss of ¥1,771 million, compared with an operating loss of ¥1,574 million in the same period of the previous year.」

    Continuing to describe the situation in which, in addition to production adjustments caused by semiconductor supply shortages and other factors, higher prices for raw materials, logistics, utilities and fuel are weighing on business profit.
  8. FY2023-Q1RestatedAnnual report

    「In the suspension spring business, although production adjustments by automakers due to semiconductor supply shortages and other factors had an impact, signs of recovery from the effects of the spread of COVID-19 emerged. Sales were ¥31,605 million, up 10.8% year on year, while the significant impact of higher raw material prices and logistics costs resulted in an operating loss of ¥1,265 million, compared with operating income of ¥400 million in the same period of the previous year.」

    Continuing to describe the impact of semiconductor supply shortages, production adjustments by automakers, and higher raw material prices and logistics costs.
  9. FY2022WorsenedAnnual report

    「In addition, there is no guarantee that shortages of raw materials or components will not occur as a result of unforeseen accidents at suppliers, natural disasters, changes in export or import restrictions, or supply chain constraints and higher resource prices caused by Russia's invasion of Ukraine.」

    Adding supply chain constraints and higher resource prices caused by the invasion of Ukraine to the existing factors contributing to the risk of shortages of raw materials and components, in addition to shortages of semiconductors and components.
  10. FY2022-Q3RestatedAnnual report

    「In the suspension spring business, although signs of recovery from the effects of the spread of COVID-19 have emerged, production adjustments by automakers resulting from semiconductor supply shortages and shortages of components accompanying the spread of COVID-19 in Southeast Asian countries and elsewhere, as well as higher raw material prices and logistics costs,」

    Shortages of semiconductors and components, production adjustments by automakers, and rising raw material prices and logistics costs continue to be described as factors affecting the business.
  11. FY2022-Q2WorsenedAnnual report

    「Due to production adjustments by automakers resulting from semiconductor supply shortages and shortages of components accompanying the spread of COVID-19 in Southeast Asian countries and elsewhere, as well as higher raw material prices and logistics costs,」

    In addition to semiconductor shortages, shortages of components caused by the spread of COVID-19 in Southeast Asia, production adjustments by automakers, and rising raw material prices and logistics costs have emerged as specific factors affecting the business.
  12. FY2022-Q1RestatedAnnual report

    「In the suspension spring business, although production adjustments by automakers due to semiconductor supply shortages had an impact, sales increased as vehicle production recovered from the effects of the spread of COVID-19. Sales were ¥28,529 million, compared with ¥18,260 million in the same period of the previous year, and operating income was ¥400 million, compared with an operating loss of ¥4,743 million in the same period of the previous year.」

    Continuing to describe production adjustments by automakers due to semiconductor supply shortages and their impact on orders and the business.
  13. FY2021MaterialisedAnnual report

    「In addition, semiconductor shortages caused by an imbalance between supply and demand are currently resulting in production adjustments by automakers, and orders for the Group's core automotive-related business are declining.」

    Stating that semiconductor shortages, production adjustments by automakers and declining orders in the automotive-related business have actually occurred as risks associated with shortages of raw materials and components.
  14. FY2018First statedAnnual report

    「We assume that significant fluctuations in raw material prices resulting from changes in market conditions will be passed on to selling prices. However, a delay in reflecting such price increases may cause the impact on business performance to extend beyond the relevant accounting period. In addition, there is no guarantee that shortages of raw materials or components will not occur as a result of unforeseen accidents at suppliers or natural disasters of a scale exceeding expectations.」

    Newly identifying price fluctuations and supply shortages associated with external procurement of steel and other materials as risks that could affect business performance and production activities.
Moved together

"Recovery in the earnings power of the US and European operations" moved the same way as this thread, in the same document, in 3 of its 14 moves.

333322★123456
  1. ★This thread
  2. 1Recovery in the earnings power of the US and European operations3×
  3. 2Payment of an Interim Dividend3×
  4. 3Payment of Year-End Dividend3×
  5. 4Impairment Losses Due to Reduced Profitability of Production Facilities3×
  6. 5Demand fluctuations resulting from declines in vehicle sales and production volumes2×
  7. 6Decline in Orders for PC HDDs2×

★ 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 Nhk Spring yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Fluctuations in Raw Material Prices and Shortages of Raw Materials and Parts | NHK SPRING CO.,LTD. (5991) | Komori