Komori
Seibu Electric & Machinery (6144) · RiskMitigated

Risk of Fluctuations in Raw Material Prices

First written in FY2017. 4 of 14 entries say "Materialised", first in FY2022-Q2. Latest entry: 2026-07-31.

14entries
10years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017MaterialisedFY2022-Q2 – FY2023-Q2RestatedFY2023-Q3 – FY2024-Q22017: 120172018: 020182019: 020192020: 020202021: 120212022: 420222023: 320232024: 120242025: 120252026: 32026
Same theme, other companies
Raw Material Prices and Procurement Risks for Metals, Resins, etc.A theme 84 companies write about · 85 as a headwind · 0 as a tailwind

Seibu Electric & Machinery 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: 34 of 64 companies on the "Worse" side.

7 other companies' latest entry also says "Mitigated".

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 84 companies compared. The sentences above are computed from all 84.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MitigatedAnnual report

    「In terms of earnings, appropriate price pass-through in response to soaring raw material and resource prices and higher productivity through production-line optimization contributed to operating profit of ¥1,369 million, up 110.9% year on year, and ordinary profit of ¥1,404 million, up 105.2%.」

    The Group states that pursuing appropriate price pass-through in response to soaring raw material and resource prices contributed to earnings.
  2. FY2025-H1MaterialisedAnnual report

    「Although the Group pursued appropriate price pass-through in response to soaring raw material and resource prices, it was unable to fully offset the rapid increase in costs. Operating profit was ¥649 million, down 40.6% year on year, and ordinary profit was ¥684 million, down 38.9%.」

    Soaring raw material and resource prices and rapid cost increases could not be fully offset through price pass-through and appeared in the results as factors behind the declines in operating profit and ordinary profit.
  3. FY2024-Q2RestatedAnnual report

    「In the manufacturing sector as well, raw material and resource prices continue to remain high.」

    The Group continues to cite soaring raw material and resource prices as an actual feature of the economic environment.
  4. FY2024-Q1RestatedAnnual report

    「In the manufacturing sector as well, raw material and resource prices continue to remain high.」

    The Group continues to cite soaring raw material and resource prices as an actual feature of the economic environment.
  5. FY2023-Q3RestatedAnnual report

    「Uncertainty about the outlook continues, partly due to soaring raw material prices and soaring resource prices amid concerns over geopolitical risks.」

    The Group continues to describe uncertainty about the outlook due to soaring raw material and resource prices and geopolitical risks.
  6. FY2023-Q2WorsenedAnnual report

    「The sharp depreciation of the yen increased import costs, resulting in broad-based effects from rising prices. In addition, uncertainty about the outlook continues, partly due to the impact on production from shortages of electronic components, including semiconductors, particularly in the manufacturing sector, rising raw material prices and soaring resource prices amid concerns over geopolitical risks.」

    Amid continued surges in raw material and resource prices, the Group newly identifies higher import costs caused by the sharp depreciation of the yen and rising prices, broadening the factors behind price increases.
  7. FY2023-Q1MaterialisedAnnual report

    「In terms of earnings, although the entire Group focused on cost reductions and expense cuts, operating profit was ¥93 million, down 76.9% year on year, due in part to lower sales and soaring raw material and resource prices.」

    Soaring raw material and resource prices, together with lower sales, are identified in the results discussion as factors behind the decline in ordinary profit.
  8. FY2022WorsenedAnnual report

    「Uncertainty about the outlook continues, partly due to the impact on production from shortages of electronic components, including semiconductors, particularly in the manufacturing sector, rising raw material prices and soaring resource prices amid concerns over geopolitical risks.」

    In addition to rising raw material prices, the Group explicitly cites soaring resource prices due to geopolitical risks, broadening the factors behind price fluctuations.
  9. FY2022-Q3MaterialisedAnnual report

    「Uncertainty about the outlook continues, partly due to the impact on production from shortages of electronic components, including semiconductors, particularly in the manufacturing sector, as well as rising raw material prices.」

    The Group continues to cite rising raw material prices as an actual feature of the economic environment.
  10. FY2022-Q2MaterialisedAnnual report

    「Uncertainty about the outlook continues, partly due to rising raw material prices.」

    Regarding the longstanding risk of raw material price fluctuations, the Group states that raw material prices have actually risen in the economic environment during the quarter.
  11. FY2017First statedAnnual report

    「Because Japan is highly dependent on overseas sources for its metal procurement, there are concerns that raw material prices may fluctuate due to overseas economic conditions, foreign exchange movements, political instability and other forms of social disruption, potentially affecting the Group’s performance.」

    The Group identifies fluctuations in raw material prices for metal components such as steel and castings due to overseas economic conditions, foreign exchange movements and political instability as risks.
Moved together

"Downside Risks to Overseas Economies from the Emerging-Market Slowdown, the Situation in the Middle East and the UK's Withdrawal from the EU" moved the same way as this thread, in the same document, in 5 of its 14 moves.

543333★123456
  1. ★This thread
  2. 1Downside Risks to Overseas Economies from the Emerging-Market Slowdown, the Situation in the Middle East and the UK's Withdrawal from the EU5×
  3. 2Expansion of orders received and sales under the new medium-term management plan "Challenge 200"4×
  4. 3Cost Reduction through Expense Cuts, Standardization and Common Processes3×
  5. 4Uncovering private-sector demand and increasing market share in the gate segment3×
  6. 5Decision to Pay a ¥7 Interim Dividend3×
  7. 6Decline in Liabilities and Increase in Net Assets3×

★ 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
Seibu Electric & Machinery's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Results of 2026-07-31: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.