Rising Raw Material and Crude Oil Prices
First written in FY2016. 9 of 27 entries say "Materialised", first in FY2019-Q1. Latest entry: 2026-07-30.
The whole theme swung hardest in 2022: 121 of 167 companies on the "Worse" side.
- 2026-07-30MaterialisedEarnings
「Impact of material inflation arising from the situation in the Middle East and China's rare-earth regulations」
The impact of material inflation actually emerged as a factor reducing profit in the quarter. At the same time, the company indicated that higher labor costs and the impact of North American tariffs are expected to be absorbable through price pass-through and other measures. - FY2026MitigatedAnnual report
「Negotiations with customers to reflect the impact of North American tariffs in selling prices have been completed, and we will be able to pass through almost the full impact of tariffs arising during the current fiscal year into selling prices. Although a partial timing mismatch in recovery has occurred, recovery will be possible in the following fiscal year.」
The Company indicates that negotiations with customers to reflect cost increases, including tariffs and labor costs, in selling prices have been completed, and that almost all of the amounts arising in the current fiscal year are expected to be recovered by the following fiscal year. - 2026-04-27MitigatedEarnings
「Negotiations with customers to reflect the impact of North American tariffs in selling prices have been completed, and we will be able to pass through almost the full impact of tariffs arising during the current fiscal year into selling prices. Although a partial timing mismatch in recovery has occurred, recovery will be possible in the following fiscal year.」
Regarding the negative impact of North American tariffs on profit, the company completed negotiations with customers to reflect the impact in prices and indicated that recovery is expected in the following fiscal year. - FY2026-H1MitigatedAnnual report
「The pass-through of the inflationary impact of labor costs, steel and materials into selling prices is progressing steadily, and the Company is making maximum efforts to offset the impact of higher deliberate fixed costs.」
The pass-through of higher labor, steel and materials costs into selling prices has progressed steadily, advancing measures to contain the negative impact of inflation on profit. - FY2025MitigatedAnnual report
「The increase was supported by steady progress in reflecting the inflationary impact of labor costs, steel and materials in selling prices.」
The pass-through of higher labor, steel and materials costs into selling prices progressed steadily, mitigating the impact of higher costs. - FY2025-H1MitigatedAnnual report
「The Company was also able, in most cases, to reflect the inflationary impact of labor costs, steel and materials in customer selling prices without any timing mismatch during the period.」
The Company explained that it was able, in most cases, to reflect the inflationary impact of labor costs, steel and materials in selling prices to customers during the same period, limiting the impact of timing mismatches in passing through higher costs. - FY2024MitigatedAnnual report
「Inflation in steel, materials, logistics, utilities and energy costs, including the impact of increases in the previous fiscal year, exerted significant downward pressure on profit. However, the Company was able to negotiate appropriate pass-throughs into selling prices with customers in Japan and overseas, thereby offsetting almost all of the inflationary impact.」
Although inflation continued to exert downward pressure on profit, the Company explained that negotiations with customers in Japan and overseas to appropriately reflect higher costs in selling prices offset almost all of the impact. - FY2024-Q3MitigatedAnnual report
「Operating profit increased because the positive impact of higher sales and management rationalization improvements exceeded the negative impact of cost increases from accidents, inflation in steel, materials, logistics, utilities and energy costs, and higher fixed costs incurred as deliberate investments, including research and development expenses for new products and investment in employees such as salary increases.」
Although cost increases from inflation in steel, materials, logistics, utilities and energy costs continue, the effects of higher sales and rationalization improvements outweighed the negative impact, resulting in an increase in operating profit. - FY2024-Q2MitigatedAnnual report
「Although the impact of inflation during the period had begun to ease compared with the previous year, some of the inflation from the second half of the previous year had not yet been reflected in selling prices during the first half of the current year, resulting in a negative impact on profit.」
Although the impact of inflation has begun to ease compared with the previous year, the pass-through of inflation from the second half of the previous year could not be recorded in the first half of the current year, and its negative impact on profit remains, according to the Company. - FY2024-Q1MaterialisedAnnual report
「The partial pass-through of higher steel costs into selling prices and the recovery of costs incurred from customers resulted in net sales of ¥16,966 million, up 15.3% year on year. However, the impact of soaring steel, utilities and energy, and materials costs resulted in an operating loss of ¥49 million, compared with an operating loss of ¥13 million in the same quarter of the previous year.」
Soaring steel, utilities and energy, and materials costs were reflected in actual results as factors behind the operating loss in the Japan segment. The Company has responded through partial pass-through into selling prices and other measures, but the impact remains. - FY2023MaterialisedAnnual report
「Rapid inflation in steel, materials, logistics, utilities and energy costs progressed from the second quarter, resulting in annual inflation of ¥7.7 billion and a substantial increase in costs.」
Inflation in steel, materials, logistics, utilities and energy costs reached ¥7.7 billion for the year, and the risk of higher raw material and energy prices translated into actual cost increases and lower operating profit. - FY2023-Q3WorsenedAnnual report
「While underlying sales have not grown, soaring steel, materials, logistics, utilities and energy costs have continued to accelerate.」
In addition to steel, materials and logistics costs, soaring utilities and energy costs accelerated, and the risk of higher raw material and energy prices deteriorated further, according to the Company. - FY2023-Q2WorsenedAnnual report
「Although increases in steel, material, logistics, power and utility costs reached approximately 3 times the increases in the same quarter of the previous year, exposing the Company to severe inflationary pressure, it offset the higher costs by implementing rationalization improvements exceeding the previous record level and through efforts to reflect most of the inflationary pressure in selling prices, thereby securing higher operating income.」
Steel, materials, logistics, utilities and energy costs rose to approximately 3 times the level of the same quarter of the previous year, and the risk of higher raw material and energy prices was reflected more significantly in actual results. - FY2023-Q1MaterialisedAnnual report
「The decline in domestic vehicle production by major customers and inflationary pressures from soaring steel and logistics costs and higher materials, utilities and energy costs outweighed factors supporting higher profit, including rationalization improvements at a record level and the pass-through of higher steel prices, resulting in an operating loss.」
Higher steel, logistics, materials, utilities and energy costs were reflected in actual results as inflationary pressure and became factors reducing profit that outweighed rationalization improvements and the pass-through of higher selling prices. - FY2022MaterialisedAnnual report
「Although the increase in production volumes at major customers was a factor supporting higher income, inflationary pressures from steel and logistics costs rising far beyond expectations, as well as higher material, power and utility costs, were present. However, company-wide rationalization improvements at a record-high level enabled operating income to increase by ¥565 million, or 44.9%, from the previous fiscal year to ¥1,826 million.」
Higher steel, materials, logistics, utilities and energy costs occurred as part of the actual operating environment and were absorbed through rationalization improvements, but the risk of higher raw material and energy prices was reflected in annual results. - FY2022-Q3WorsenedAnnual report
「In the fourth quarter, uncertainty about the outlook remains due to difficulties procuring parts and production cuts by major customers resulting from the impact of COVID-19, while steel, logistics and materials costs are also expected to remain high.」
The Company expects high steel, logistics and materials costs to continue, explaining that the impact of rising raw material and logistics costs remains ongoing. - FY2022-Q2MaterialisedAnnual report
「Operating profit increased from the same quarter of the previous year as a result of higher sales and rationalization improvements. However, the increase was limited by unplanned cost increases, including soaring steel and logistics costs.」
Soaring steel and logistics costs were reflected in actual results as unplanned cost increases, limiting the increase in operating profit from higher sales and rationalization improvements. - FY2022-Q1WorsenedAnnual report
「The pace of progress toward this year's target profit has been affected somewhat by material inflation and semiconductor-related impacts, but the Company expects to achieve its full-year target through higher sales from the second quarter onward, this year's cost reduction activities, and the realization of benefits from cost reduction activities accumulated during the COVID-19 pandemic in the previous year.」
The Company states that materials inflation has had a slight impact on progress toward its target profit for the first quarter, indicating that the effects of higher materials and raw material prices have been reflected in actual results. - FY2021WorsenedAnnual report
「In terms of profitability, material and logistics costs may rise due to materials and resource inflation. To strongly improve profitability while countering the headwinds from higher costs, the Company will implement measures to maximize the increase in value added accompanying sales growth while maintaining the leaner variable and fixed-cost structure introduced during the COVID-19 pandemic from the current consolidated fiscal year.」
In addition to the existing risk of higher raw material and crude oil prices, the Company explicitly identifies the possibility of higher material and logistics costs resulting from materials and resource inflation. It plans to respond by maintaining its leaner variable and fixed-cost structure. - FY2021-Q3MitigatedAnnual report
「By reducing labor and operating costs through productivity improvements, reducing raw material costs through lower scrap volumes, converting fixed costs to variable costs, and pursuing other total cost reduction initiatives undertaken across the Group to turn challenges into opportunities, cumulative consolidated profit for the quarter turned positive.」
The Company reported the results of overall cost-reduction initiatives, including lower raw material costs through scrap reduction and other measures, to address the risk of rising raw material costs. - FY2020RestatedAnnual report
「Price pressures on the Group's major raw materials may intensify due to tight supply and demand and other factors. This could disrupt production plans and increase costs, adversely affecting the Group's business performance and financial condition.」
The Company reiterates the risks of rising prices for major raw materials, disruptions to production plans and higher costs. It also refers to higher production and logistics costs caused by soaring crude oil prices. - FY2019MaterialisedAnnual report
「In addition to lower value added resulting from lower sales, higher steel prices and the impact of foreign exchange, production costs and investment increased during the current fiscal year as the Company switched to new products and prepared for mass production while transitioning its business structure from the cable business to the chassis spring business. As a result, operating income decreased by ¥1,130 million, or 33.7%, from the previous fiscal year to ¥2,228 million.」
The Company reported that soaring steel prices actually contributed, along with lower sales and foreign exchange effects, to a 33.7% year-on-year decrease in operating profit. - FY2019-Q3MaterialisedAnnual report
「Operating income decreased by ¥613 million from the same quarter of the previous year, or 26.3%, to ¥1.715 billion, due to lower net sales, fluctuations in steel prices, the weaker Indonesian rupiah and the impact of tariffs in North America, among other factors.」
The Company reported that market movements in steel prices actually occurred as a factor behind the decrease in operating profit, together with the decline in sales, the depreciation of the Indonesian rupiah and the impact of tariffs in North America. - FY2019-Q1MaterialisedAnnual report
「Overseas sales declined overall despite strong sedan sales in China, due to lower demand for control cables in North America, as well as the weaker Indonesian rupiah and higher steel prices in Indonesia.」
The Company reported that steel price increases actually occurred in Indonesia and were cited, together with the weaker rupiah, as factors behind the decline in net sales across its overseas operations. - FY2018RestatedAnnual report
「Price pressures on the Group's major raw materials may intensify due to tight supply and demand and other factors. This could disrupt production plans and increase costs, adversely affecting the Group's business performance and financial condition.」
The Company reiterates the risks of rising prices for major raw materials, disruptions to production plans and higher costs. It also continues to refer to higher production and logistics costs caused by soaring crude oil prices. - FY2017RestatedAnnual report
「Price pressures on the Group's major raw materials may intensify due to tight supply and demand and other factors. This could disrupt production plans and increase costs, adversely affecting the Group's business performance and financial condition.」
The Company reiterates the risks of rising prices for major raw materials, disruptions to production plans and higher costs. - FY2016First statedAnnual report
「Price pressures on the Group's major raw materials may intensify due to tight supply and demand and other factors. This could disrupt production plans and increase costs, adversely affecting the Group's business performance and financial condition.」
The Company identifies disruptions to production plans and higher costs resulting from rising prices for major raw materials as risks. It also refers to higher production and logistics costs caused by soaring crude oil prices.