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Npc (6255) · RiskMitigated

Risk of margin pressure from rising component and raw material prices

First written in FY2022. 3 of 6 entries say "Restated". Latest entry: FY2025.

6entries
4years
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022 – FY2024-Q3MitigatedFY2024 – FY20252022: 12023: 220232024: 220242025: 12025
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 357 companies write about · 369 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 122 of 167 companies on the "Worse" side.

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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 370 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「Because the Group manufactures custom-built equipment, it reflects component prices in equipment prices at the quotation stage. It also works to contain purchase prices through negotiations with suppliers. In addition, the sales team negotiates to include provisions in equipment sales contracts allowing renegotiation if component prices fluctuate sharply beyond expectations during the period from order receipt to procurement.」

    As measures to address higher component prices, the Company specifically disclosed reflecting them in quoted prices, negotiating with suppliers and including renegotiation provisions for sharp price fluctuations.
  2. FY2024MitigatedAnnual report

    「Materials account for a high proportion, approximately 60% to 70%, of our manufacturing costs, and higher component prices have a significant effect on our performance. Since the previous fiscal year, the 31st fiscal year, we have been able to enter into contracts at selling prices that reflect anticipated price increases for components, enabling us to secure a certain profit margin.」

    The Company explains that materials account for approximately 60% to 70% of costs and that it has entered into contracts at selling prices reflecting anticipated price increases, thereby securing a certain profit margin.
  3. FY2024-Q3RestatedAnnual report

    「During the third quarter cumulative consolidated period, Japan's economy was on a gradual recovery trend, despite some signs of stagnation. However, uncertainty about the outlook continued due to the effects of global monetary tightening and concerns about the Chinese economy and the situation in the Middle East.」

    Uncertainty stemming from global monetary tightening, the Chinese economy and the situation in the Middle East has continued in the external environment related to the risk of higher component and raw material prices.
  4. FY2023-Q3RestatedAnnual report

    「During the current cumulative quarterly period, the domestic economy continued to recover gradually, while energy prices and raw material costs continued to rise.」

    The Company reconfirmed its view that energy prices and raw material costs continue to rise.
  5. FY2023-Q1RestatedAnnual report

    「Although the domestic economy continued to show a gradual recovery, energy prices and raw material costs rose, while component prices and lead times continued to increase.」

    The Company reconfirmed its view that energy prices and raw material costs, as well as component prices, continue to rise.
  6. FY2022First statedAnnual report

    「Materials account for a high proportion, approximately 60%, of our manufacturing costs, and higher component prices have a significant effect on our performance. The earnings forecast for the following fiscal year anticipates a deterioration in profit margins due to higher costs.」

    Component prices have already risen, and because materials account for approximately 60% of manufacturing costs, the Company disclosed the possibility that this could cause profit margins to deteriorate in the following fiscal year.
Moved together

"Start of manufacturing and revenue recognition for a large-scale production line project" moved the same way as this thread, in the same document, in 2 of its 6 moves.

22222★12345
  1. ★This thread
  2. 1Start of manufacturing and revenue recognition for a large-scale production line project2×
  3. 2Research and development of solar panel dismantling equipment and selection for an NEDO project2×
  4. 3Progress in considering the establishment of a collection and recycling system for end-of-life solar panels2×
  5. 4Growing Global Demand for Solar Cell Installations and Customers’ Production Capacity Expansion2×
  6. 5Medium- to Long-Term Alignment of Interests with Shareholders through a Restricted Stock Compensation Plan2×

★ 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
Npc's next results are scheduled for 2026-10-07. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of margin pressure from rising component and raw material prices | NPC Incorporated (6255) | Komori