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Takeda Machinery (6150) · RiskWorsened

Surging Material Procurement Costs

First written in FY2016. 8 of 17 entries say "Restated". Latest entry: 2026-10-15.

17entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019WorsenedFY2020 – FY2023-Q1RestatedFY2023-Q2 – FY2024-Q3WorsenedFY2025-H1 – 2026-10-152016: 12017: 120172018: 120182019: 120192020: 120202021: 120212022: 320222023: 320232024: 220242025: 220252026: 12026
Same theme, other companies
Raw material price and procurement risks for metals, resins, etc.A theme 73 companies write about · 73 as a headwind · 0 as a tailwind

Takeda Machinery moved to the "Worse" side of this theme in 2020, 1 year before the typical company in this theme (2021).

The whole theme swung hardest in 2021: 27 of 53 companies on the "Worse" side.

18 other companies' latest entry also says "Worsened".

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 73 companies compared. The sentences above are computed from all 73.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-15WorsenedEarnings

    「コスト上昇や一部部品の長納期化も加わり、極めて厳しい状況にあります。」

    コスト上昇と一部部品の長納期化を、事業環境を厳しくする要因として具体的に記載している。
  2. FY2025WorsenedAnnual report

    「If higher prices for materials and components and delivery delays continue for an extended period, earnings could deteriorate because the resulting increase in manufacturing costs cannot be passed on to selling prices, and production activity could stagnate or cease.」

    It specifies deteriorating earnings and stagnant or suspended production as risks if increases in material and component prices and delivery delays continue for an extended period.
  3. FY2025-H1WorsenedAnnual report

    「Persistently high procurement prices and various cost increases accompanying higher prices are beginning to affect earnings and profits.」

    It states that persistently high procurement prices and cost increases accompanying higher prices are beginning to affect earnings and profits.
  4. FY2024-Q3RestatedAnnual report

    「During the third quarter of the current consolidated cumulative period, the Japanese economy continued on a gradual recovery trend toward the normalization of economic activity. However, the outlook remains uncertain due to rising long-term interest rates, energy prices affected by the Ukraine and Middle East situations and the yen's depreciation in foreign exchange markets, persistently high steel prices, China's economic slowdown, and the addition of US-China geopolitical risks to unstable semiconductor component supplies.」

    It continues to describe the uncertain environment surrounding material and component procurement, including persistently high energy and steel prices and unstable semiconductor component supplies.
  5. FY2024-Q2RestatedAnnual report

    「The outlook remains uncertain due to rising long-term interest rates, energy prices affected by the Ukraine and Middle East situations and the yen's depreciation in foreign exchange markets, persistently high steel prices, China's economic slowdown, and the addition of US-China geopolitical risks to unstable semiconductor component supplies.」

    It continues to describe the uncertain environment surrounding material and component procurement, including persistently high energy and steel prices and unstable semiconductor component supplies.
  6. FY2024-Q1RestatedAnnual report

    「The outlook remains uncertain due to energy prices affected by the Ukraine situation and the yen's depreciation in foreign exchange markets, persistently high steel prices, concerns about an economic slowdown in China, and the addition of US-China geopolitical risks to unstable semiconductor component supplies.」

    It continues to describe the uncertain environment surrounding material and component procurement, including persistently high energy and steel prices and unstable semiconductor component supplies.
  7. FY2023-Q3RestatedAnnual report

    「The business environment remains unpredictable, as soaring steel prices are reducing earnings and shortages of manufacturing components are making longer manufacturing lead times a permanent condition.」

    It continues to disclose the impact of reduced earnings due to soaring steel prices and longer lead times due to shortages of manufacturing components.
  8. FY2023-Q2RestatedAnnual report

    「The business environment remains unpredictable, as soaring steel prices are reducing earnings and shortages of manufacturing components are making longer manufacturing lead times a permanent condition.」

    It continues to describe the impact of reduced earnings due to soaring steel prices and longer lead times due to shortages of manufacturing components.
  9. FY2023-Q1WorsenedAnnual report

    「Against this backdrop, the Group is pursuing initiatives based on its fundamental principle of manufacturing from the customer's perspective, including accelerating new product development, expanding consultative sales, enhancing maintenance services, and improving added value. However, the business environment remains unpredictable, with soaring steel prices reducing earnings and shortages of manufacturing components further extending manufacturing lead times.」

    It describes reduced earnings due to soaring steel prices and further extensions of manufacturing lead times due to shortages of manufacturing components, indicating that the effects of material procurement prices and supply risks continue.
  10. FY2022MaterialisedAnnual report

    「Beginning in the current consolidated fiscal year, the business environment has continued to be unpredictable due to the impact of soaring steel prices and longer lead times for components.」

    It states that soaring steel prices and longer component lead times, previously identified as risks involving higher material prices and longer component lead times, materialized as actual impacts during the current consolidated fiscal year.
  11. FY2022-Q2WorsenedAnnual report

    「Beginning in the current consolidated fiscal year, the business environment has continued to be unpredictable due to the impact of soaring steel prices and longer lead times for components.」

    It states that soaring steel prices and longer component lead times have emerged as new adverse impacts.
  12. FY2021WorsenedAnnual report

    「If higher prices for materials and components and delivery delays continue for an extended period, earnings could deteriorate because the resulting increase in manufacturing costs cannot be passed on to selling prices, and production activity could stagnate or cease.」

    It specifies the impact of prolonged increases in material and component prices and delivery delays on deteriorating earnings and stagnant production, and also indicates responses including standardization, supplier diversification, and advance procurement.
  13. FY2020WorsenedAnnual report

    「Specific risks include the bankruptcy or withdrawal from business of suppliers providing specialized materials and components, and suppliers suffering disaster-related damage. In addition, foreign exchange rates, raw material prices, and the relationship between supply and demand for materials and components may fluctuate substantially in response to political and economic developments, potentially making procurement unstable and affecting business results and financial position.」

    In addition to conventional risks involving raw material prices and foreign exchange rates, it specifies supplier bankruptcies or withdrawals, disaster-related damage, and procurement instability caused by supply and demand fluctuations as risk factors.
  14. FY2019RestatedAnnual report

    「If procurement prices for materials rise substantially due to higher raw material prices, foreign exchange movements, economic fluctuations, or other factors, this could affect the Group's business results and financial position.」

    It continues to disclose the risk of higher procurement prices for materials due to raw material prices, foreign exchange movements, and economic fluctuations.
  15. FY2018RestatedAnnual report

    「If procurement prices for materials rise substantially due to higher raw material prices, foreign exchange movements, economic fluctuations, or other factors, this could affect the Group's business results and financial position.」

    It continues to disclose the risk of higher procurement prices for materials due to raw material prices, foreign exchange movements, and economic fluctuations.
  16. FY2017RestatedAnnual report

    「If procurement prices for materials rise substantially due to higher raw material prices, foreign exchange movements, economic fluctuations, or other factors, this could affect the Group's business results and financial position.」

    It continues to disclose the risk of higher procurement prices for materials due to raw material prices, foreign exchange movements, and economic fluctuations.
  17. FY2016First statedAnnual report

    「Our Group procures a wide range of materials and components, including steel and other raw materials, processed components and purchased parts. If procurement costs rise sharply due to higher raw material prices, foreign exchange movements or economic fluctuations, this could affect our Group’s operating performance and financial condition.」

    Identifies procurement-cost increases driven by raw material prices, foreign exchange and economic fluctuations as risks.
Moved together

"Domestic and Overseas Economic Conditions and Capital Investment Trends" moved the same way as this thread, in the same document, in 7 of its 17 moves.

773222★123456
  1. ★This thread
  2. 1Domestic and Overseas Economic Conditions and Capital Investment Trends7×
  3. 2Delivery Delays and Difficulty Procuring Purchased Items7×
  4. 3Capturing Domestic Infrastructure and Steel-Structure Demand3×
  5. 4Establishing a Highly Profitable Business Foundation2×
  6. 5Developing Global Markets and Driving Overseas Sales Growth2×
  7. 6Delays in New Product Development and Supply2×

★ 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 Takeda Machinery yet. It last moved in the Earnings of 2026-10-15: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Surging Material Procurement Costs | TAKEDA MACHINERY CO.,LTD. (6150) | Komori