Komori
Japan Material (6055) · RiskRestated

Risk of rising raw material costs

First written in FY2018. 19 of 25 entries say "Restated". Latest entry: FY2026.

25entries
9years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2018 – FY2022MaterialisedFY2024-Q3 – FY20242018: 220182019: 420192020: 420202021: 220212022: 420222023: 420232024: 220242025: 120252026: 22026
Same theme, other companies
Profit Pressure from Failing to Pass Higher Procurement Costs Through to Selling PricesA theme 45 companies write about · 45 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 18 of 28 companies on the "Worse" side.

9 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 45 companies compared. The sentences above are computed from all 45.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「The raw materials purchased by the Group include items whose prices may rise due to higher oil prices and resource costs.」

    The risk of an impact on earnings from higher raw material prices that cannot be passed on to selling prices remains.
  2. 2026-05-13RestatedRevision of earnings forecasts

    「Meanwhile, the outlook is expected to remain uncertain due to persistently high resource and raw-material prices and rising domestic prices, as well as developments in US policy and the situation in the Middle East.」

    Persistently high resource and raw-material prices and rising prices were cited, together with US policy developments and the situation in the Middle East, as continuing sources of uncertainty.
  3. FY2026-H1MitigatedAnnual report

    「Business remained strong due to continued capital investment at semiconductor plants, which are major customers, as well as progress in improving the cost ratio compared with the same interim period of the previous year.」

    The cost ratio improved compared with the same interim period of the previous year, indicating that the impact of higher material prices, which had depressed profit through the previous fiscal year, was mitigated.
  4. FY2024MaterialisedAnnual report

    「Segment profit declined due in part to the deterioration in the cost ratio resulting from higher material prices.」

    It is stated that higher material prices worsened the cost ratio and actually contributed to the decline in profit in the electronics-related business.
  5. FY2024-Q3MaterialisedAnnual report

    「However, segment profit declined due in part to the deterioration in the cost ratio resulting from higher material prices.」

    It is stated that higher material prices worsened the cost ratio and actually contributed to the decline in segment profit in the Initial segment.
  6. FY2024-Q2RestatedAnnual report

    「However, conditions remain uncertain, including the unstable international situation, persistently high resource and material prices, and inflation caused by the weaker yen.」

    Although persistently high resource and material prices continue to be indicated as actual economic conditions, this filing does not describe the specific impact of material costs on profit.
  7. FY2024-Q1MaterialisedAnnual report

    「Segment profit declined due in part to the impact of higher material costs.」

    It is stated that higher material costs actually contributed to the decline in segment profit in the Initial segment, indicating that the risk of higher raw material costs has materialised in operating performance.
  8. FY2023RestatedAnnual report

    「The raw materials purchased by the Group include items whose prices may rise due to higher oil prices and resource costs. If such an event occurs and the increase cannot be passed on to selling prices, the Group's operating results and financial condition may be affected.」

    The risk of an impact on earnings from higher raw material prices that cannot be passed on to selling prices remains.
  9. FY2023-Q3RestatedAnnual report

    「Although restrictions on activity related to COVID-19 were eased and the economy showed signs of a moderate recovery, the outlook remains uncertain due to the international situation surrounding Ukraine, surging raw material and energy prices, sharp exchange-rate fluctuations, and the resurgence of COVID-19.」

    Soaring raw material and energy prices continue to be indicated as actual economic conditions, and the risk of higher raw material costs remains.
  10. FY2023-Q2RestatedAnnual report

    「The outlook remains uncertain due to soaring raw material and energy prices resulting from the deterioration of the international situation surrounding Ukraine and the rapid depreciation of the yen.」

    In addition to raw materials, soaring energy prices continue to be indicated as an actual economic condition affecting the risk of higher raw material prices.
  11. FY2023-Q1WorsenedAnnual report

    「The outlook remains uncertain due to the confirmation of new variants, soaring raw material and crude oil prices resulting from the deterioration of the international situation surrounding Ukraine, and the effects of the rapid depreciation of the yen.」

    Soaring raw material and crude oil prices are identified as actual economic conditions, giving concrete form to factors driving up the risk of higher raw material costs.
  12. FY2022RestatedAnnual report

    「The raw materials purchased by the Group include items whose prices may rise due to higher oil prices and resource costs. If such an event occurs and the increase cannot be passed on to selling prices, the Group's operating results and financial condition may be affected.」

    The risk of an impact on earnings from higher raw material prices that cannot be passed on to selling prices remains.
  13. FY2022-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    It is stated that there has been no material change in the risk of soaring raw material costs.
  14. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    It is stated that there has been no material change in the risk of soaring raw material costs.
  15. FY2021-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    It is stated that there has been no material change in the risk of soaring raw material costs.
  16. FY2021-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that management recognizes could materially affect the financial position, operating results and cash flows of the consolidated companies, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    It is stated that there has been no material change in the risk of soaring raw material costs.
  17. FY2021-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    It is stated that there has been no material change in the risk of soaring raw material costs.
  18. FY2020RestatedAnnual report

    「The raw materials purchased by the Group include items whose prices may rise due to higher oil prices and resource costs. If such an event occurs and the increase cannot be passed on to selling prices, the Group's operating results and financial condition may be affected.」

    Increases in raw material prices caused by higher oil and resource prices, and the impact on earnings if these increases cannot be passed on to selling prices, continue to be disclosed.
  19. FY2020-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company explicitly states that there have been no material changes in business and other risks, and no specific change in the risk of soaring raw material costs is indicated.
  20. FY2020-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company explicitly states that there have been no material changes in business and other risks, and no specific change in the risk of soaring raw material costs is indicated.
  21. FY2020-Q1RestatedAnnual report

    「During the first quarter of the current consolidated cumulative period, there were no occurrences of matters that could materially affect investors’ investment decisions among the matters relating to the business and financial position described in this quarterly report, nor were there any material changes to the “Business and Other Risks” described in the annual securities report for the previous fiscal year.」

    No specific material change is indicated in the risk of soaring raw material costs.
  22. FY2019RestatedAnnual report

    「The raw materials purchased by the Group include items whose prices may rise due to higher oil prices and resource costs. If such an event occurs and the increase cannot be passed on to selling prices, the Group's operating results and financial condition may be affected.」

    Increases in raw material prices caused by higher oil and resource prices, and the impact on earnings if these increases cannot be passed on to selling prices, continue to be disclosed.
  23. FY2019-Q3RestatedAnnual report

    「During the cumulative third quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company explicitly states that there have been no material changes in business and other risks, and no specific change in the risk of soaring raw material costs is indicated.
  24. FY2019-Q2RestatedAnnual report

    「During the cumulative second quarter under review, there were no significant changes in the matters described in this quarterly report regarding the business and accounting conditions that could materially affect investors’ decisions, or in the “Business and Other Risks” described in the securities report for the previous fiscal year.」

    The company explicitly states that there have been no material changes in business and other risks, and no specific change in the risk of soaring raw material costs is indicated.
  25. FY2018First statedAnnual report

    「The raw materials purchased by the Group include items whose prices may rise due to higher oil prices and resource costs. If such an event occurs and the increase cannot be passed on to selling prices, the Group's operating results and financial condition may be affected.」

    The company identifies as risks increases in raw material prices caused by higher oil and resource prices, and the impact on earnings if these increases cannot be passed on to selling prices.
Moved together

"Growth in performance centered on the electronics-related business" moved the same way as this thread, in the same document, in 2 of its 25 moves.

22★12
  1. ★This thread
  2. 1Growth in performance centered on the electronics-related business2×
  3. 2Economic slowdown, delays in capital investment, and lower factory operating rates due to COVID-192×

★ 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 Japan Material yet. It last moved in the Revision of earnings forecasts of 2026-05-13: "Restated".
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 costs | JAPAN MATERIAL Co.,Ltd. (6055) | Komori