Production impact from soaring material prices and difficulty procuring components
First written in FY2016. 6 of 19 entries say "Restated". Latest entry: 2026-08-07.
Yamashin-Filter Corp. moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2026: 11 of 15 companies on the "Worse" side.
8 other companies' latest entry also says "Worsened".
- FY2025MitigatedAnnual report
「On the profit side, profit increased substantially due to higher sales of replacement products accompanying increased demand for replacement construction equipment filters, as well as the effects of cost reduction initiatives and improved selling prices implemented in response to soaring key raw material prices and energy costs.」
Although raw material prices and energy costs continued to rise, cost reductions and improved selling prices contained the impact on profit, resulting in a substantial increase in profit. - FY2025-H1MitigatedAnnual report
「On the profit side, profit increased substantially due to higher sales of replacement products accompanying increased demand for replacement construction equipment filters, as well as the effects of cost reduction initiatives and improved selling prices implemented in response to soaring key raw material prices and energy costs.」
Although raw material prices and energy costs continued to rise, cost reductions and improved selling prices contained the impact on profit, resulting in a substantial year-on-year increase in profit. - FY2024Logistics costs and transport lead times disclosedAnnual report
「In addition to importing components and materials for its production sites, the Group exports products to overseas customers through the Company and its sales subsidiaries. Accordingly, if changes in container ship demand resulting from changes in the external logistics environment cause longer transport lead times, higher ocean freight costs and higher logistics costs to continue, this could affect the Group's results.」
In addition to soaring material prices and difficulty procuring components, the Group expressly identifies longer transport lead times and higher ocean freight and logistics costs as risks. - FY2024-Q1RestatedAnnual report
「On the profit side, profitability was gradually recovering as the Group passed on costs through price increases to appropriate levels in response to changes in the external environment, but soaring prices for key raw materials such as aluminum and steel, higher energy costs, and the impact of the sales mix resulted in lower profit.」
Although the Group is advancing price pass-through, soaring prices for key raw materials such as aluminum and steel and higher energy costs continue to reduce profit. - FY2023MaterialisedAnnual report
「The sharp increase in global demand for container ships has resulted in longer transport lead times, a significant rise in ocean freight costs, and higher air freight costs as an alternative means of transport, leading to higher logistics costs.」
Longer logistics lead times, higher ocean freight costs and increased air freight costs continued and, together with soaring raw material prices and the depreciation of the yen, actually became factors reducing profit. - FY2023-Q3RestatedAnnual report
「On the profit side, profitability was recovering as a result of passing on costs through price increases, but persistently high prices for key raw materials such as aluminum and steel and ocean freight costs, together with the depreciation of the yen, resulted in lower profit.」
Although the Group has implemented price pass-through, raw material prices including aluminum and steel, persistently high ocean freight costs and the depreciation of the yen continued to reduce profit. - FY2023-Q2MaterialisedAnnual report
「On the profit side, profitability was recovering as a result of passing on costs through price increases, but higher prices for key raw materials such as aluminum and steel, persistently high ocean freight costs, and the impact of the sharp depreciation of the yen resulted in lower profit.」
Although the Group has implemented price pass-through, persistently high prices for key raw materials such as aluminum and steel and ocean freight costs, together with the sharp depreciation of the yen, actually became factors reducing profit. - FY2023-Q1RestatedAnnual report
「On the profit side, although shortages of raw materials and logistics disruptions were improving, they had not been resolved. Higher ocean freight costs resulting from the sharp increase in demand for container ships continued, while air freight costs incurred as an alternative means of transport and soaring prices of key raw materials such as aluminum and steel resulted in lower profit.」
Although shortages of raw materials and logistics disruptions were improving, they had not been resolved, and higher ocean freight costs, air freight costs, and raw material prices including aluminum and steel continued to reduce profit. - FY2022MaterialisedAnnual report
「On the profit side, higher ocean freight costs resulting from the sharp global increase in demand for container ships, increased air freight costs as an alternative means of transport, and soaring prices of key raw materials such as aluminum and steel reduced the extent of profit growth.」
Higher ocean freight costs, air freight costs and raw material prices, including aluminum and steel, actually occurred and constrained profit growth. - FY2022-Q3MaterialisedAnnual report
「On the profit side, higher ocean freight costs resulting from the sharp global increase in demand for container shipping, air freight costs as an alternative means of transport, and soaring raw material prices, together with damage suffered by the Group's Philippine subsidiary YAMASHIN CEBU FILTER MANUFACTURING CORP. as a result of Typhoon No. 22, which struck the southern Philippines on 16 December 2021, reduced the extent of profit growth.」
Higher ocean freight costs, air freight costs and raw material prices continued, while damage to the Philippine subsidiary caused by Typhoon No. 22 also occurred, reducing the extent of profit growth. - FY2022-Q2MaterialisedAnnual report
「On the profit side, higher transportation costs resulting from the sharp global increase in container demand, air freight costs resulting from delays in ocean transport, and soaring raw material prices reduced the extent of profit growth.」
Higher logistics costs, air freight costs caused by delays in ocean transport, and soaring raw material prices actually occurred and constrained profit growth. - FY2022-Q1WorsenedAnnual report
「During the first quarter of the current consolidated cumulative period (1 April 2021 to 30 June 2021), the global economy remained difficult to foresee, as economic activity resumed in various countries with the progress of vaccination, while concerns persisted over a renewed spread of infections caused by COVID-19 variants, soaring raw material prices and adverse economic effects from shortages of semiconductors and other materials.」
In addition to the existing risks of soaring material prices and procurement difficulties, the Group expressly identifies adverse economic effects from shortages of semiconductors and other materials, broadening the risk factors affecting procurement and production. - FY2019RestatedAnnual report
「The Group is addressing higher material costs through other cost reductions and selling price revisions, and is working to minimize the impact of procurement and production difficulties by strengthening coordination among the relevant departments.」
The Group identifies soaring material prices and procurement difficulties as risks and continues to respond through cost reductions, selling price revisions and coordination among the relevant departments. - FY2018RestatedAnnual report
「Higher component and material prices increase the Group's material costs and manufacturing costs. Shortages of components and materials, as well as supplier bankruptcies or production discontinuations, could make timely procurement and production difficult and reduce production efficiency.」
The Group continues to identify the production impact of rising material prices and procurement difficulties as risks, while continuing to respond through cost reductions, selling price revisions and coordination among departments. - FY2017RestatedAnnual report
「Higher component and material prices increase the Group's material costs and manufacturing costs. Shortages of components and materials, as well as supplier bankruptcies or production discontinuations, could make timely procurement and production difficult and reduce production efficiency.」
The Group continues to identify the production impact of rising material prices and procurement difficulties as risks, while continuing to respond through cost reductions, selling price revisions and coordination among departments. - FY2016First statedAnnual report
「Shortages of components and materials, as well as supplier bankruptcies or production discontinuations, could make timely procurement and production difficult and reduce production efficiency. The Group is addressing higher material costs through other cost reductions and selling price revisions, and is working to minimize the impact of procurement and production difficulties by strengthening coordination among the relevant departments.」
The Group cites cost reductions, selling price revisions and coordination among relevant departments as measures to address soaring material prices and tight supply.