Instability in the die-cast components business caused by rising raw-material prices
First written in FY2022-Q2. 5 of 12 entries say "Restated". Latest entry: 2026-10-30.
The whole theme swung hardest in 2022: 124 of 167 companies on the "Worse" side.
- FY2026RestatedAnnual report
「The automotive business continued to pursue cost improvements, but posted lower revenue and profit due to price pressure and intensifying competition in China and elsewhere. There has been no new change in the policy for addressing the risk of rising raw-material prices.」
Inventory valuation risk associated with changes in demand - FY2025MitigatedAnnual report
「Although affected by the slowdown in China’s economy, the company worked to acquire new customers, expand transactions with existing customers and improve costs, resulting in revenue of ¥8,187 million, up 3.4% year on year, and segment profit of ¥1,264 million, up 5.4%.」
The automotive business continued to pursue cost improvements and posted higher revenue and profit despite the cost environment, including higher raw-material prices. Instability caused by rising costs eased to some extent, but external-environment risks remain by region. - FY2024MitigatedAnnual report
「In addition to cost reductions through improvements at production sites, strong sales at the local subsidiary, supported by the concentration of the automotive industry in Mexico, resulted in revenue of ¥7,921 million, up 24.4% year on year, and segment profit of ¥1,199 million, up 114.8%.」
Although the group pursued cost improvements such as labor-saving measures and greater operating efficiency, revenue was ¥7.827 billion, down 4.4% year on year, and segment profit was ¥972 million, down 23.1% year on year, due to downward price pressure in China and intensifying competition in other Asian markets. - FY2024-Q3MitigatedAnnual report
「Although the automotive industry as a whole showed a moderate recovery, the recovery in vehicle sales varied by region due to economic conditions, industrial policies and other factors, creating an environment in which our product supply capabilities were tested. Under these conditions, we continued to develop new customers by leveraging our global supply network while working to strengthen our production system, and performance remained solid.」
The automotive business saw some stabilization in raw-material prices, and both revenue and segment profit increased. The disclosure indicates that instability caused by rising raw-material prices eased to some extent, while recovery in vehicle sales remained uneven by region. - FY2023-Q3RestatedAnnual report
「In the automotive business, formerly the die-cast components business, the impact of reduced production in the automotive industry due to higher raw-material prices and the semiconductor shortage continued. However, performance remained solid, supported by efforts to acquire new customers.」
Higher raw-material prices continued to affect the automotive business. Meanwhile, the business remained solid, supported by the acquisition of new customers. - FY2023-Q2RestatedAnnual report
「In the automotive business, formerly the die-cast components business, the impact of reduced automotive production caused by higher raw-material prices and component shortages continued. However, performance remained solid as we stabilized productivity and responded to demand for sourcing near end markets.」
Higher raw-material prices continued to affect the automotive business. Meanwhile, the business reported revenue of ¥2.892 billion and segment profit of ¥183 million, demonstrating solid performance despite rising costs. - FY2023-Q1RestatedAnnual report
「The automotive business, formerly the die-cast parts business, was affected by production cuts in automobiles caused by soaring raw material prices and parts shortages. However, by leveraging the geographic advantages of its manufacturing sites in China, Vietnam and Mexico, the company was able to respond to rising procurement demand in countries near consumer markets and make a strong start.」
Higher raw-material prices continued to affect the automotive business. Meanwhile, the business posted a 51.5% year-on-year increase in revenue, reporting higher revenue and profit despite rising costs. - FY2022MaterialisedAnnual report
「Although we were adversely affected by deterioration in cost of sales and higher expenses due to rising material and transportation costs, revenue increased 257.4% year on year due to a significant recovery in sales.」
The disclosure states that higher raw-material prices and transportation costs actually affected operating profit through deterioration in cost of sales. Profit increased as sales recovered, but the impact of rising costs has become apparent. - FY2022-Q3RestatedAnnual report
「In the die-cast components business, conditions have remained unstable amid strong automotive demand, due to production delays caused by shortages of components such as semiconductors, as well as rising raw-material prices.」
The die-cast components business has remained unstable due to production delays caused by shortages of components such as semiconductors and rising raw-material prices. There has been no new change in the nature of the risks from the previous quarter. - FY2022-Q2First statedAnnual report
「In the die-cast components business, conditions have remained unstable amid strong automotive demand, due to production delays caused by shortages of components such as semiconductors, as well as rising raw-material prices.」
Rising raw-material prices have been explicitly identified for the first time, together with production delays caused by shortages of components such as semiconductors, as a factor contributing to instability in the die-cast components business.