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Sanei (6230) · RiskRestated

Soaring logistics costs

First written in FY2021. 4 of 7 entries say "Restated". Latest entry: FY2026.

7entries
6years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY20262021: 220212022: 220222023: 020232024: 120242025: 120252026: 12026
Same theme, other companies
Increase in Logistics and Outsourcing Costs Due to Rising Fuel PricesA theme 17 companies write about · 17 as a headwind · 0 as a tailwind

Sanei 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 2026: 8 of 12 companies on the "Worse" side.

3 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 17 companies compared. The sentences above are computed from all 17.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「We seek to reduce costs by improving the efficiency of logistics operations and to contain increases in logistics costs by diversifying transactions among multiple outsourced logistics providers.」

    The company continues to address higher logistics costs through more efficient logistics operations, diversification of outsourced providers, and price pass-through.
  2. FY2025RestatedAnnual report

    「Regarding higher raw material and logistics costs, we will seek to reduce costs further by passing price increases through to selling prices, reducing costs, and reviewing our logistics structure.」

    The company continues to address higher costs, including higher logistics costs, through price pass-through, cost reduction, and a review of its logistics structure.
  3. FY2024RestatedAnnual report

    「Regarding higher raw material and logistics costs, we will seek to reduce costs further by passing price increases through to selling prices, reducing costs, and reviewing our logistics structure.」

    The company continues to address higher costs, including higher logistics costs, through price pass-through, cost reduction, and a review of its logistics structure.
  4. FY2022RestatedAnnual report

    「Regarding higher raw material and logistics costs, we will seek to reduce costs further by passing price increases through to selling prices, reducing costs, and reviewing our logistics structure.」

    The company recognizes higher costs, including higher logistics costs, and identifies price pass-through, cost reduction, and a review of its logistics structure as countermeasures.
  5. FY2022-Q3MaterialisedAnnual report

    「In terms of profit, conditions remain challenging in terms of costs, including prolonged price increases for copper alloys and aluminum ingots, yen depreciation, and rising ocean freight rates,」

    Higher ocean freight rates are specifically cited, along with raw material prices and foreign exchange rates, as one factor behind cost pressures.
  6. FY2022-Q2MaterialisedAnnual report

    「Conditions remain challenging in terms of costs, including price increases for copper alloys and aluminum ingots lasting more than six months, yen depreciation, and rising ocean freight rates,」

    Higher ocean freight rates are specifically cited as one factor behind cost pressures.
  7. FY2021First statedAnnual report

    「Payments to logistics outsourcing companies increased due to higher fuel prices and soaring labor costs at those companies, which may affect the Group's operating results.」

    The company identifies higher logistics costs resulting from fuel prices and rising labor costs at outsourced logistics providers as a risk.
Moved together

"Soaring raw material prices, including copper alloys" moved the same way as this thread, in the same document, in 2 of its 7 moves.

22★12
  1. ★This thread
  2. 1Soaring raw material prices, including copper alloys2×
  3. 2Foreign exchange fluctuation risk associated with local production in China and overseas subsidiaries2×

★ 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
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Soaring logistics costs | SANEI LTD. (6230) | Komori