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Ishii Hyoki (6336) · RiskRestatedLatest Revision of earnings forecasts (2026-09-11): "Materialised"

Higher Procurement Costs for Materials and Parts

First written in FY2017. 6 of 12 entries say "Worsened", first in FY2022-Q3. Latest entry: 2026-09-11.

12entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017 – FY2020RestatedFY2024-Q22017: 120172018: 020182019: 020192020: 120202021: 120212022: 420222023: 320232024: 020242025: 020252026: 22026
Same theme, other companies
Cost and Price Volatility Driven by Currency and Raw Material Costs and Intensifying CompetitionA theme 24 companies write about · 24 as a headwind · 0 as a tailwind

Ishii Hyoki moved to the "Worse" side of this theme in 2021, 3 years after the typical company in this theme (2018).

The whole theme swung hardest in 2022: 15 of 21 companies on the "Worse" side.

4 other companies' latest entry also says "Materialised".

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 24 companies compared. The sentences above are computed from all 24.
Full recordFilings, disclosures and news, newest first
  1. FY2024-Q2RestatedAnnual report

    「In the liquid crystal-related field, panel manufacturers continue to adjust production as demand for liquid crystal panels has declined following the end of stay-at-home demand. Revenue increased through sales of large liquid crystal panel manufacturing equipment, but profit margins declined due to competition with other companies and surging raw material prices.」

    Although revenue increased through sales of large liquid crystal panel manufacturing equipment, profit margins continue to decline due to competition and surging raw material prices.
  2. FY2024-Q1WorsenedAnnual report

    「In the liquid crystal-related field, sales increased year on year as the company sold large liquid crystal panel manufacturing equipment. However, profit margins declined due to competition with other companies and higher raw material prices.」

    Although revenue increased through sales of large liquid crystal panel manufacturing equipment, profit margins actually declined due to competition with other companies and higher raw material prices.
  3. FY2023MitigatedAnnual report

    「Surging crude oil prices have led to continued increases in raw material prices and longer procurement lead times. The Group is responding by reviewing the selling prices of its products, diversifying suppliers and securing inventory through bulk purchases.」

    Although higher raw material prices and longer procurement lead times continue, the company has explicitly identified measures including selling price reviews, supplier diversification and inventory procurement through bulk purchases.
  4. FY2023-Q3RestatedAnnual report

    「Amid a persistently uncertain outlook, energy and raw material prices remain elevated due to international developments, including intermittent restrictions on economic activity in China and the impact of Russia's invasion of Ukraine, while the U.S. policy rate hikes have also caused significant foreign exchange volatility.」

    The company continues to describe uncertainty in the cost environment arising from higher energy and raw material prices, as well as foreign exchange volatility.
  5. FY2023-Q2WorsenedAnnual report

    「During the cumulative second quarter under review, Japan's economy was expected to move toward normalization as restrictions on activity to control COVID-19 were eased. However, the outlook remained uncertain due to a weaker yen related to international conditions, including restrictions on economic activity in China and the prolonged situation in Ukraine, as well as higher energy and raw material prices.」

    The yen's depreciation and continued increases in energy and raw material prices are heightening uncertainty in the environment surrounding the existing risk of higher materials and component costs.
  6. FY2023-Q1WorsenedAnnual report

    「During the cumulative first quarter under review, expectations for an economic recovery increased as activity restrictions were eased, including through the lifting of priority preventive measures. However, the outlook remained uncertain due to the global semiconductor shortage, Russia's invasion of Ukraine and surging crude oil and raw material prices.」

    In addition to surging crude oil and raw material prices, the company explicitly identifies uncertainty in the cost and supply environment arising from semiconductor shortages and Russia's invasion of Ukraine.
  7. FY2022WorsenedAnnual report

    「Supply may tighten due to sudden changes in the operating environment, causing raw material prices to surge or making them temporarily difficult to secure. ... Component prices have risen and delivery times have been delayed, raising concerns about the impact on production activity.」

    In addition to the existing risk of surging raw material prices, supply constraints, delivery delays and difficulty securing components have been explicitly identified. The company also indicates that it will diversify risk by using multiple suppliers and making advance bulk purchases.
  8. FY2022-Q3WorsenedAnnual report

    「Close attention must also be paid to increasing downside risks to production activity, including shortages of electronic components such as semiconductors and surging crude oil and natural gas prices.」

    In addition to the existing risk of higher production costs due to surging raw material prices, the company explicitly identifies the downside risk to production activity from higher crude oil and natural gas prices.
  9. FY2020RestatedAnnual report

    「Production costs may increase due to higher industry demand and surging raw material prices. This could affect the financial position and operating results of the Group.」

    The risk of higher production costs due to increased demand and surging raw material prices continues.
  10. FY2017First statedAnnual report

    「Production costs may increase due to higher industry demand and surging raw material prices. This could affect the financial position and operating results of the Group.」

    The company identifies higher procurement costs for materials, components and other items due to increased demand and surging raw material prices as a risk.
Moved together

"Risk of a Domestic Economic Downturn Due to a Slowdown in Overseas Economies" moved the same way as this thread, in the same document, in 4 of its 12 moves.

444333★123456
  1. ★This thread
  2. 1Risk of a Domestic Economic Downturn Due to a Slowdown in Overseas Economies4×
  3. 2Delayed ramp-up in the transition to direct sales and a trough in capital investment4×
  4. 3Impairment Losses on Fixed Assets4×
  5. 4Expectations for Expansion of the Television, Smartphone and Tablet Markets3×
  6. 5First-Quarter Revenue and Profit Decline3×
  7. 6Revenue decline and operating loss in the electronic equipment parts manufacturing equipment business3×

★ 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 Ishii Hyoki yet. It last moved in the Revision of earnings forecasts of 2026-09-11: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Higher Procurement Costs for Materials and Parts | ISHII HYOKI CO.,LTD. (6336) | Komori