Komori
Nissei Asb Machine (6284) · RiskWorsened

Impact of rising crude oil and raw material prices on customers’ willingness to invest in equipment

First written in FY2016. 9 of 17 entries say "Restated". Latest entry: 2026-08-06.

17entries
11years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2021RestatedFY2022-Q3 – FY2023-Q3RestatedFY2024-Q1 – FY2024-Q22016: 12017: 120172018: 020182019: 120192020: 020202021: 120212022: 320222023: 320232024: 220242025: 020252026: 52026
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 355 companies write about · 367 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 121 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 368 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1WorsenedAnnual report

    「In the stretch blow molding machine industry in which our group operates, addressing the increased cost burden at customers' production sites, driven by soaring raw material prices and a severe labor shortage, has become an urgent management issue.」

    It was explained that soaring raw material prices had increased the cost burden at customers' production sites, making a response an urgent issue.
  2. FY2024-Q2RestatedAnnual report

    「Meanwhile, in the stretch blow molding machine industry in which our group operates, although there are concerns that capital investment appetite may decline amid unstable political and economic conditions, demand for safe and hygienic plastic containers remains solid, and business activity is expected to remain firm going forward.」

    The explanation continued to point to the coexistence of concerns that customers would reduce capital investment appetite because of political and economic conditions and solid demand for safe and hygienic plastic containers.
  3. FY2024-Q1RestatedAnnual report

    「Meanwhile, in the stretch blow molding machine industry in which our group operates, although there are concerns that capital investment appetite may decline amid unstable political and economic conditions, demand for safe and hygienic plastic containers remains solid, and business activity is expected to remain firm going forward.」

    The explanation continued to point to the coexistence of concerns that customers would reduce capital investment appetite because of political and economic conditions and solid demand for safe and hygienic plastic containers.
  4. FY2023MitigatedAnnual report

    「In addition, by applying our proprietary technology, we are pursuing technological innovations that benefit customers, including reducing the amount of PET resin materials they use.」

    In response to rising material prices, measures were identified including strengthening the production system, reducing costs and passing on higher costs through pricing, as well as proprietary technology that reduces customers' PET resin consumption.
  5. FY2023-Q3RestatedAnnual report

    「Meanwhile, in the stretch blow molding machine industry in which our group operates, demand for safe and hygienic plastic containers remains solid, and business activity is expected to remain firm going forward.」

    While the uncertain external environment is expected to continue, the view remained that demand for safe and hygienic plastic containers is solid and business activity will remain firm.
  6. FY2023-Q2RestatedAnnual report

    「Meanwhile, in the stretch blow molding machine industry in which our group operates, although there are concerns that capital investment appetite may decline amid unstable political and economic conditions, demand for safe and hygienic plastic containers remains solid, and business activity is expected to remain firm going forward.」

    The explanation continued to point to the coexistence of concerns that customers would reduce capital investment appetite because of political and economic conditions and solid demand for safe and hygienic plastic containers.
  7. FY2022RestatedAnnual report

    「Although business activity is temporarily affected by factors such as weaker capital investment appetite resulting from uncertain economic conditions, demand for safe and hygienic plastic containers remains solid, and business activity is expected to remain firm going forward.」

    The explanation continued to point to the coexistence of the risk that customers would reduce capital investment appetite against a backdrop of resource prices and economic conditions, and solid demand for safe and hygienic containers.
  8. FY2022-Q3RestatedAnnual report

    「Meanwhile, in the stretch blow molding machine industry in which our group operates, although business activity is temporarily affected by factors such as weaker capital investment appetite resulting from uncertain economic conditions, demand for safe and hygienic plastic containers remains solid, and business activity is expected to remain firm going forward.」

    The explanation continued to point to the coexistence of weaker capital investment appetite among some customers against a backdrop of uncertain economic conditions and solid demand for containers for daily necessities.
  9. FY2022-Q2WorsenedAnnual report

    「During the second quarter of the current consolidated cumulative period (1 October 2021 to 31 March 2022), economic activity was resuming in various parts of the world following the COVID-19 pandemic. However, soaring resource prices and supply chain disruptions constrained corporate activity, while Russia's invasion of Ukraine raised concerns that inflation could accelerate further, increasing uncertainty about the outlook. Meanwhile, although the stretch blow molding machine industry to which the Group belongs faced temporary negative effects on business activity, including some customers' reduced willingness to invest in equipment due to uncertain economic conditions, demand for safe and hygienic plastic containers remained solid, and business activity is expected to remain firm going forward.」

    It was also noted that surging resource prices were constraining business activity and that some customers had become less willing to invest in capital equipment.
  10. FY2021RestatedAnnual report

    「The Group intends to offset these higher costs by strengthening overseas production, reducing other costs and passing the increases through to product prices. However, if the upward trend continues and becomes prolonged, this could have an adverse impact on operating performance.」

    The risk of rising crude oil and material prices and the intention to respond by strengthening overseas production, reducing costs and passing increases through to prices continued to be disclosed.
  11. FY2019RestatedAnnual report

    「The Group intends to offset these higher costs by strengthening overseas production, reducing other costs and passing the increases through to product prices. However, if the upward trend continues and becomes prolonged, this could have an adverse impact on operating performance.」

    The risk of rising crude oil and material prices and the intention to respond by strengthening overseas production, reducing costs and passing increases through to prices continued to be disclosed.
  12. FY2017RestatedAnnual report

    「The Group intends to offset these higher costs by strengthening overseas production, reducing other costs and passing the increases through to product prices. However, if the upward trend continues and becomes prolonged, this could have an adverse impact on operating performance.」

    The risk of rising crude oil and material prices continued to be disclosed, along with the intention to respond by strengthening overseas production, reducing costs and passing increases through to prices.
  13. FY2016First statedAnnual report

    「If the upward trend in crude oil and material prices continues, it could increase the material costs of the Group's products. In addition, surging prices for resin materials such as PET, which is derived from crude oil, could reduce the willingness of customers that use resin as a raw material to invest in equipment, adversely affecting operating performance.」

    Rising material costs and declining customer willingness to invest in equipment as a result of higher resin prices were identified.
Moved together

"Inventory Holdings for Short Lead Times and Parts Supply, and the Risk of Excess Inventory" moved the same way as this thread, in the same document, in 5 of its 17 moves.

553222★123456
  1. ★This thread
  2. 1Inventory Holdings for Short Lead Times and Parts Supply, and the Risk of Excess Inventory5×
  3. 2Deterioration in the Market Environment Due to Lower Commodity Prices, Political Instability, Yen Appreciation and Slower Growth in Emerging Markets5×
  4. 3Weakness in East Asian Markets, Particularly China3×
  5. 4Steady sales of core products in the Indian market2×
  6. 5Strong Performance in the Americas and European Markets2×
  7. 6Enhancing product competitiveness through general-purpose machines for heat-resistant containers and large molding machines2×

★ 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
No upcoming earnings preview for Nissei Asb Machine yet. It last moved in the Earnings of 2026-08-06: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.