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Marumae (6264) · RiskFirst statedLatest Revision of earnings forecasts (2026-10-09): "Materialised"

Soaring Raw Material Prices and Procurement Uncertainty

First written in FY2022. 1 of 3 entries say "Advanced", first in 2026-05-29. Latest entry: 2026-10-09.

3entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY20222022: 12023: 020232024: 020242025: 020252026: 22026
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
  2. FY2022First statedAnnual report

    「当社は、アルミ等を原材料とした製品を製造しておりますが、円安・地政学リスク等により当社の使用する原材料価格が上昇しております。当社は、工程管理と原価削減の徹底を図り、複数の取引先と契約を結び安定的な調達・供給を心がけておりますが、予想以上の材料価格の急騰や長期にわたって高騰が続くことにより、原材料価格の高騰分をコスト削減などで吸収できず売価に転嫁できない場合等、当社の業績及び財務状況に影響を与える可能性があります。」

    円安・地政学リスク等を背景に原材料価格が上昇している事実と、価格転嫁できない場合の業績・財務影響リスクが初めて独立して記載された。複数取引先との契約、工程管理及び原価削減を対応策としている。
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Marumae's next results are scheduled for 2026-10-09. Read the earnings preview It last moved in the Revision of earnings forecasts of 2026-10-09: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Soaring Raw Material Prices and Procurement Uncertainty | Marumae Co.,Ltd. (6264) | Komori