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Osg (6136) · RiskRestatedLatest Revisions to earnings forecasts (2026-10-09): "Reframed"

Raw Material Price Fluctuations, Including Rare Metals

First written in FY2016. 4 of 10 entries say "Worsened", first in FY2021. Latest entry: 2026-10-09.

10entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017MitigatedFY2018RestatedFY2022-Q3 – FY20242017: 120172018: 120182019: 120192020: 020202021: 020212022: 420222023: 020232024: 020242025: 120252026: 22026
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 355 companies write about · 367 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 121 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 368 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2024RestatedAnnual report

    「Rare metals are sourced from limited locations and suppliers, and their prices may fluctuate sharply depending on market conditions. The prices paid by our group to procure raw materials may also be affected by these fluctuations.」

    The company continues to identify constraints on the supply of rare metals and price fluctuations, as well as the possibility of a time lag in revising selling prices and of costs not being passed on, as risks.
  2. FY2022-Q3RestatedAnnual report

    「The automotive-related industries are in the process of recovering, but the shortage of parts, exacerbated by Russia's invasion of Ukraine, as well as surging raw material and transportation costs, is acting as a brake on the recovery.」

    The company reconfirms that parts shortages and surging raw material and transportation costs are constraining the recovery of the automotive-related industries.
  3. FY2022-Q2WorsenedAnnual report

    「The automotive-related industries are in the process of recovering, but the shortage of parts, exacerbated by Russia's invasion of Ukraine, as well as surging raw material and transportation costs, is acting as a brake on the recovery.」

    In addition to the existing risk of raw material price fluctuations, parts shortages, surging transportation costs, and the effects of Russia's invasion of Ukraine are identified as constraints affecting raw materials and logistics.
  4. FY2022-Q1WorsenedAnnual report

    「Global supply chain disruptions and surging raw material and transportation costs have become issues in various industries, and these effects are expected to continue for a certain period.」

    In addition to the existing risk of raw material price fluctuations, surging transportation costs and supply chain disruptions have been explicitly identified as issues and are expected to continue for a certain period.
  5. FY2021WorsenedAnnual report

    「The economic environment has become increasingly uncertain, owing in part to energy shortages resulting from surging raw material prices.」

    In addition to the previously identified risks of rare metal price fluctuations and a time lag in passing costs on to selling prices, energy shortages resulting from surging raw material prices were explicitly identified as a business-environment issue.
  6. FY2018MitigatedAnnual report

    「With regard to profitability, we adjusted the prices of our core products in the Japanese domestic market, taking into account surging raw material prices, tight supply and demand, and increases in fixed costs. We expect profitability to improve in the fiscal year ending November 2019 as a result of the price adjustments.」

    While the effects of surging raw material prices and other factors became apparent, the company adjusted the prices of its core products in Japan and expects profitability to improve in the following fiscal year.
  7. FY2017RestatedAnnual report

    「Rare metals are sourced from limited locations and suppliers, and their prices may fluctuate sharply depending on market conditions. The prices paid by our group to procure raw materials may also be affected by these fluctuations. We are working to reflect surging raw material prices in our selling prices, but a time lag may arise between increases in raw material prices and revisions to selling prices, and we may not always be able to pass the full increase in raw material costs on to customers through our selling prices. This could affect our group's business results.」

    In addition to the risk of rare metal price fluctuations, the company describes the possibility of a time lag in passing higher costs on to selling prices and of costs not being passed on.
  8. FY2016First statedAnnual report

    「Rare metals are sourced from limited locations and suppliers, and their prices may fluctuate sharply depending on market conditions. The prices paid by our group to procure raw materials may also be affected by these fluctuations.」

    The company identifies the limited number of suppliers and sharp price fluctuations for cobalt, vanadium, molybdenum, tungsten and other materials used in cemented carbide and similar products as risks.
Moved together

"Goodwill Amortization Burden Associated with M&A" moved the same way as this thread, in the same document, in 4 of its 10 moves.

433322★123456
  1. ★This thread
  2. 1Goodwill Amortization Burden Associated with M&A4×
  3. 2Uncertainty over the Outlook Driven by the Global Economy, Domestic Consumption and Geopolitics3×
  4. 3Weak Overseas Demand Due to the Slowdown in the Chinese Economy3×
  5. 4Downturn in Brazil’s Domestic Economy3×
  6. 5Strong performance in the semiconductor and energy-related industries2×
  7. 6Expanding Overseas Market Share and Becoming the World's Leading Manufacturer of Hole-Making Cutting Tools2×

★ 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 Osg yet. It last moved in the Revisions to earnings forecasts of 2026-10-09: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Raw Material Price Fluctuations, Including Rare Metals | OSG Corporation (6136) | Komori