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Sanei (6230) · RiskRestatedLatest Results briefing materials (2026-08-06): "Materialised"

Recruitment and retention of talented personnel, employee turnover, and rising labor costs

First written in FY2021. 4 of 8 entries say "Restated". Latest entry: 2026-08-06.

8entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2021 – FY2024WorsenedFY2025-H1 – FY2025RestatedFY2026-H1 – FY20262021: 120212022: 120222023: 020232024: 220242025: 220252026: 22026
Same theme, other companies
Compound risks of labor shortages, employee turnover, and rising wages and social insurance premiumsA theme 51 companies write about · 51 as a headwind · 0 as a tailwind

Sanei moved to the "Worse" side of this theme in 2024, 1 year after the typical company in this theme (2023).

The whole theme swung hardest in 2025: 15 of 29 companies on the "Worse" side.

6 other companies' latest entry also says "Materialised".

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 51 companies compared. The sentences above are computed from all 51.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-06MaterialisedResults briefing materials

    「③ As part of our investment in human resources, labor and personnel costs increased following the implementation of base-pay increases.」

    The company indicated that labor and personnel costs actually increased as a result of base-pay increases implemented as part of its investment in human resources.
  2. FY2026RestatedAnnual report

    「We believe that securing talented personnel is important for sustained growth. However, if recruitment does not proceed as planned, personnel leave the Group, or labor costs rise to secure personnel and for other reasons, the Group's operating results and financial position could be affected.」

    The company continues to cite failure to recruit talented personnel, employee turnover, and rising labor costs as personnel-related risks.
  3. FY2026-H1RestatedAnnual report

    「In Japan, soaring rice prices caused by rice shortages and higher prices across a broad range of goods affected personal consumption, while energy and raw material costs remained high due to the yen's depreciation, continuing to affect the earnings of domestic-demand-oriented companies.」

    As difficult cost conditions, including higher prices and labor costs, persist, concerns in the economic environment related to personnel and labor costs also continue.
  4. FY2025WorsenedAnnual report

    「The outlook remains uncertain amid higher costs resulting from continued inflation and rising labor costs, as well as concerns about the worsening labor shortage.」

    In addition to the existing risks related to securing personnel and rising labor costs, the worsening labor shortage is explicitly identified as a concern in the economic environment.
  5. FY2025-H1WorsenedAnnual report

    「The outlook remains uncertain amid higher costs resulting from continued inflation and rising labor costs, as well as concerns about the worsening labor shortage.」

    In addition to the existing risks related to securing personnel, employee turnover, and rising labor costs, the worsening labor shortage is explicitly identified as a concern in the economic environment.
  6. FY2024RestatedAnnual report

    「To reduce these risks, we are working to mitigate the impact of securing personnel by ensuring stable corporate earnings over the medium to long term, actively investing those earnings in recruitment activities, and enhancing employee benefits to support long-term employment.」

    The company continues to recognize failure to recruit talented personnel, employee turnover, and rising labor costs as risks, and is responding through recruitment activities and employee benefits.
  7. FY2022RestatedAnnual report

    「We believe that securing talented personnel is important for sustained growth. However, if recruitment does not proceed as planned, personnel leave the Group, or labor costs rise to secure personnel and for other reasons, the Group's operating results and financial position could be affected.」

    The company continues to recognize failure to recruit personnel, employee turnover, and rising labor costs as risks.
  8. FY2021First statedAnnual report

    「If recruitment does not proceed as planned, personnel leave the Group, or labor costs rise to secure personnel and for other reasons, the Group's operating results and financial position could be affected.」

    The company identifies failure to recruit the personnel needed for sustained growth, employee turnover, and rising labor costs as risks, and has indicated that it will respond through recruitment activities and enhanced employee benefits.
Moved together

"Soaring Raw Material Prices for Copper Alloys and Other Materials" moved the same way as this thread, in the same document, in 3 of its 8 moves.

32★12
  1. ★This thread
  2. 1Soaring Raw Material Prices for Copper Alloys and Other Materials3×
  3. 2Increasing economic uncertainty due to the situation in Ukraine and higher energy prices2×

★ 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
Sanei's next results are scheduled for 2026-10-26. Read the earnings preview It last moved in the Results briefing materials of 2026-08-06: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Recruitment and retention of talented personnel, employee turnover, and rising labor costs | SANEI LTD. (6230) | Komori