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Tacmina (6322) · RiskRestated

Risk of Fluctuations in Raw Material Prices

First written in FY2016. 23 of 30 entries say "Restated". Latest entry: 2026-05-11.

30entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2022-Q32016: 320162017: 420172018: 220182019: 320192020: 420202021: 220212022: 420222023: 220232024: 320242025: 220252026: 1
Same theme, other companies
Margin Pressure from Failure to Pass Higher Procurement Costs Through to Selling PricesA theme 46 companies write about · 46 as a headwind · 0 as a tailwind

Tacmina moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).

The whole theme swung hardest in 2021: 19 of 29 companies on the "Worse" side.

10 other companies' latest entry also says "Restated".

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 46 companies compared. The sentences above are computed from all 46.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-11RestatedEarnings

    「We expect high energy-resource and raw-material prices to continue from the next fiscal year onward. At the same time, we will continue investing to create customers and expand the business, working to achieve sustainable growth and enhance corporate value over the medium to long term.」

    The company expects high energy-resource and raw-material prices to persist.
  2. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    The company explains that no new risks have arisen and that there have been no material changes regarding the risk of fluctuations in raw material prices.
  3. FY2025WorsenedAnnual report

    「The purchase prices of these components and other items are affected by market price fluctuations and supply and demand trends, and may also rise due to soaring resource and energy prices resulting from unforeseen changes in international conditions, such as multilateral conflicts and trade friction. If these increases cannot be fully passed through to selling prices, they could affect the group's financial condition and business performance.」

    For raw material and component price risk, the company explicitly identifies multilateral conflicts, trade friction, and soaring resource and energy prices in addition to market prices and supply and demand as contributing factors.
  4. FY2025-H1RestatedAnnual report

    「Raw material prices continue to soar, while concerns persist about factors such as inflation accompanying the yen's depreciation and the risk of a slowdown in the Chinese economy. Uncertainty about the outlook therefore continues.」

    The company indicates that it recognises the continued soaring of raw material prices and reconfirms the risk of fluctuations in raw material prices.
  5. FY2024WorsenedAnnual report

    「The products of the group consist of steel, resin products, electronic components and other items. The purchase prices of these components and other items are affected by market price fluctuations and supply and demand trends, and may also rise due to soaring resource and energy prices resulting from unforeseen events such as the situation in Ukraine. If these increases cannot be fully passed through to selling prices, they could affect the group's financial condition and business performance.」

    In addition to the previously identified steel and resin products, the company explicitly identifies electronic components, soaring resource and energy prices, and the situation in Ukraine, broadening the factors underlying raw material and component price risk.
  6. FY2024-Q3RestatedAnnual report

    「Although the company was affected by soaring prices for purchased components and other items, higher sales absorbed the impact, and gross profit increased to ¥3,545 million, up 14.4% year on year.」

    Soaring prices for purchased components and other items continued to be an actual cost factor, but the company explains that it absorbed the impact through the effect of higher revenue.
  7. FY2024-Q2MaterialisedAnnual report

    「Although the company was affected by soaring prices for purchased components and other items, higher sales absorbed the impact, and gross profit increased to ¥2,269 million, up 15.0% year on year.」

    Soaring prices for purchased components and other items actually affected procurement costs and profit. However, the company explains that it absorbed the impact through the effect of higher revenue.
  8. FY2023-Q3RestatedAnnual report

    「Although the company was affected by higher prices for purchased components and other items, it absorbed the impact through profit growth accompanying higher sales and other factors, and gross profit increased to ¥3,099 million, up 6.7% year on year.」

    Higher prices for purchased components and other items continued to be an actual cost factor, but the company explains that it absorbed the impact through higher sales and other factors.
  9. FY2023-Q2MaterialisedAnnual report

    「Although the company was partly affected by higher prices for purchased components and other items, it absorbed the impact through profit growth accompanying higher sales and other factors, and gross profit increased to ¥1,974 million, up 8.1% year on year.」

    Higher prices for raw materials and components pushed up procurement costs and actually affected business performance. However, the company explains that it absorbed the impact through higher sales and other factors.
  10. FY2023-Q1WorsenedAnnual report

    「Meanwhile, uncertainty about the outlook continues, due to such factors as globally soaring resource prices and shortages of component supplies resulting from the situation between Russia and Ukraine.」

    In addition to the risks of soaring resource prices and procurement difficulties identified in the previous fiscal year, shortages of component supplies have been explicitly identified as part of the current external environment, clarifying the factors affecting raw material and component procurement risk.
  11. FY2022WorsenedAnnual report

    「If raw material prices rise significantly due to higher crude oil prices and soaring resource prices resulting from the situation in Ukraine or other factors, or if stable procurement becomes difficult, this could affect the company's financial condition and business performance.」

    In addition to the conventional risk of market price fluctuations, the company explicitly identifies soaring crude oil and resource prices and procurement difficulties stemming from the situation in Ukraine and other factors, thereby broadening the assumed drivers of raw material risk.
  12. FY2022-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company explains that no new risks have arisen and that there have been no material changes regarding the risk of fluctuations in raw material prices.
  13. FY2022-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company explains that no new risks have arisen and that there have been no material changes regarding the risk of fluctuations in raw material prices.
  14. FY2022-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company explains that no new risks have arisen and that there have been no material changes regarding the risk of fluctuations in raw material prices.
  15. FY2021-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company explains that no new risks have arisen and that there have been no material changes regarding the risk of fluctuations in raw material prices.
  16. FY2021-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company explains that no new risks have arisen and that there have been no material changes regarding the risk of fluctuations in raw material prices.
  17. FY2020RestatedAnnual report

    「A considerable portion of the products consists of steel and resin products, and their purchase prices may be affected by fluctuations in market prices. If trends in supply and demand or other factors cause raw material prices to rise and prevent the full pass-through of these increases to selling prices, this could affect business performance.」

    The company reiterates the risks of rising purchase prices for steel and resin products and an inability to fully pass these costs through to selling prices.
  18. FY2020-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company explains that no new risks have arisen and that there have been no material changes regarding the risk of fluctuations in raw material prices.
  19. FY2020-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company explains that no new risks have arisen and that there have been no material changes regarding the risk of fluctuations in raw material prices.
  20. FY2020-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company explains that no new risks have arisen and that there have been no material changes regarding the risk of fluctuations in raw material prices.
  21. FY2019RestatedAnnual report

    「A considerable portion of the products consists of steel and resin products, and their purchase prices may be affected by fluctuations in market prices. If trends in supply and demand or other factors cause raw material prices to rise and prevent the full pass-through of these increases to selling prices, this could affect business performance.」

    The company reiterates the risks of rising purchase prices for steel and resin products and an inability to fully pass these costs through to selling prices.
  22. FY2019-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company explains that no new risks have arisen and that there have been no material changes regarding the risk of fluctuations in raw material prices.
  23. FY2018RestatedAnnual report

    「If trends in supply and demand and other factors cause raw material prices to rise and the increase cannot be successfully passed on to selling prices, business performance could be affected.」

    The company reiterates the risks of rising purchase prices for steel and resin products and an inability to fully pass these costs through to selling prices.
  24. FY2018-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company explains that no new risks have arisen and that there have been no material changes regarding the risk of fluctuations in raw material prices.
  25. FY2018-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company explains that no new risks have arisen and that there have been no material changes regarding the risk of fluctuations in raw material prices.
  26. FY2017RestatedAnnual report

    「If trends in supply and demand and other factors cause raw material prices to rise and the increase cannot be successfully passed on to selling prices, business performance could be affected.」

    The company reiterates the risks of rising purchase prices for steel and resin products and an inability to fully pass these costs through to selling prices.
  27. FY2017-Q3RestatedAnnual report

    「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company explains that no new risks have arisen and that there have been no material changes regarding the risk of fluctuations in raw material prices.
  28. FY2017-Q2RestatedAnnual report

    「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company explains that there have been no material changes regarding the risk of fluctuations in raw material prices.
  29. FY2017-Q1RestatedAnnual report

    「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」

    The company explains that there have been no material changes from the previous fiscal year regarding the risk of fluctuations in raw material prices. It also states that no new risks have arisen during the quarter.
  30. FY2016First statedAnnual report

    「If trends in supply and demand and other factors cause raw material prices to rise and the increase cannot be successfully passed on to selling prices, business performance could be affected.」

    The company identifies rising purchase prices for steel and resin products and an inability to fully pass these costs through to selling prices as risks.
Moved together

"Foreign Exchange Risk" moved the same way as this thread, in the same document, in 3 of its 30 moves.

322★123
  1. ★This thread
  2. 1Foreign Exchange Risk3×
  3. 2Risk of Uncertainty Over the Outlook Due to U.S. Trade Policy and Asian Economic Trends2×
  4. 3Pursuing market development and service quality improvements under a new medium-term management 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
Tacmina's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Earnings of 2026-05-11: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Fluctuations in Raw Material Prices | TACMINA CORPORATION (6322) | Komori