Komori
Kikukawa Enterprise (6346) · FactMaterialised

Impact of longer lead times for various materials on business performance

First written in FY2018-Q2. 11 of 22 entries say "Materialised", first in FY2022. Latest entry: 2026-11-12.

22entries
10years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2019-Q2MitigatedFY2019MaterialisedFY2022 – FY2024-Q2RestatedFY2024-Q3 – FY2026-H12017: 12018: 320182019: 120192020: 020202021: 020212022: 320222023: 420232024: 320242025: 220252026: 52026
Same theme, other companies

Kikukawa Enterprise moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2022: 109 of 170 companies on the "Worse" side.

39 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 189 companies compared. The sentences above are computed from all 189.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「Meanwhile, manufacturing costs are rising due to higher raw material prices, logistics costs and labor costs, and we recognize that improving profitability by optimizing selling prices and increasing production efficiency is an important challenge.」

    The company states that higher raw material prices, logistics costs and labor costs have actually increased manufacturing costs and are affecting profitability.
  2. 2026-06-04WorsenedGeneral Meeting of Shareholders

    「円安による輸出の優位性は一定程度残るものの、エネルギーや原材料価格の高止まりが利益構造を圧迫する懸念があります。」

    従来のコスト上昇に加え、エネルギー・原材料価格の高止まりが利益構造を圧迫する懸念として示されている。
  3. FY2026-H1RestatedAnnual report

    「In addition, as near-term challenges in improving business performance, we will closely monitor developments in the inflationary environment, including higher manufacturing costs, labor shortages and rising energy prices, and will address these issues as one team while carefully responding to customer needs.」

    The company continues to closely monitor the inflationary environment, including higher manufacturing costs, labor shortages and rising energy prices, as a business challenge.
  4. FY2025RestatedAnnual report

    「As immediate issues to address in improving business performance, we will closely monitor longer lead times for various materials accompanying the revitalization of economic activity and the progress of inflationary conditions, including higher energy prices, while working together as employees to understand customers’ needs fully.」

    The company continues to closely monitor the extended lead times for various materials and rising energy prices as near-term business challenges.
  5. FY2025-H1RestatedAnnual report

    「As immediate issues to address in improving business performance, we will closely monitor longer lead times for various materials accompanying the revitalization of economic activity and the progress of inflationary conditions, including higher energy prices, while working together as employees to understand customers’ needs fully.」

    The company continues to closely monitor the extended lead times for various materials and rising energy prices as near-term business challenges.
  6. FY2024RestatedAnnual report

    「As immediate issues to address in improving business performance, we will closely monitor longer lead times for various materials accompanying the revitalization of economic activity and the progress of inflationary conditions, including higher energy prices, while working together as employees to understand customers’ needs fully.」

    The company continues to state that it is closely monitoring the extended lead times for various materials and rising energy prices as near-term challenges.
  7. FY2024-Q3RestatedAnnual report

    「As immediate issues to address in improving business performance, we will closely monitor longer lead times for various materials accompanying the revitalization of economic activity and the progress of inflationary conditions, including higher energy prices, while working together as employees to understand customers’ needs fully.」

    The extended lead times for various materials and rising energy prices continue to be cited as near-term business challenges.
  8. FY2024-Q2MaterialisedAnnual report

    「As immediate issues to address in improving business performance, we will closely monitor longer lead times for various materials accompanying the revitalization of economic activity and the progress of inflationary conditions, including higher energy prices, while working together as employees to understand customers’ needs fully.」

    The company continues to identify longer lead times for various materials and higher energy prices as immediate business-performance issues. The impact of longer material lead times and higher costs is apparent in the actual business environment.
  9. FY2024-Q1MaterialisedAnnual report

    「As immediate issues to address in improving business performance, we will closely monitor longer lead times for various materials accompanying the revitalization of economic activity and the progress of inflationary conditions, including higher energy prices, while working together as employees to understand customers’ needs fully.」

    The company states that it will continue to closely monitor longer lead times for various materials accompanying the revitalization of economic activity and higher energy prices as immediate business-performance issues. The impact of longer material lead times and higher costs is apparent in the actual business environment.
  10. FY2023MaterialisedAnnual report

    「As a result, net sales for the current fiscal year fell 1.0% year on year to ¥4,132.5 million, due in part to the impact of longer lead times for various materials, marking the fourth consecutive year of declining sales.」

    Longer lead times for various materials affected annual net sales and actually emerged in business performance as one factor behind the 1.0% year-on-year decline and the fourth consecutive year of declining sales.
  11. FY2023-Q3MaterialisedAnnual report

    「In terms of profit and loss, compared with the previous year, factors including the sharp increase in material costs had a significant impact」

    The company explains that the sharp increase in material costs actually affected the declines in operating profit, ordinary profit and quarterly net profit for the cumulative third quarter.
  12. FY2023-Q2MaterialisedAnnual report

    「However, in terms of profit and loss, the factors behind the sharp increase in costs had a significant impact」

    The company explains that the sharp increase in costs directly affected the decline in second-quarter profit, and that the impact on performance of higher costs caused by material shortages, surging resource prices and yen depreciation continues to occur in practice.
  13. FY2023-Q1MaterialisedAnnual report

    「During the cumulative first-quarter period, shortages of various materials stemming from the semiconductor shortage, together with the effects of international conflicts whose path toward resolution remains impossible to foresee, have driven up resource prices such as crude oil. Rapid yen depreciation caused by interest-rate differentials between Japan and overseas has also continued, resulting in a sharp increase in costs across the manufacturing sector.」

    The company states that shortages of various materials stemming from the semiconductor shortage, surging resource prices, and sharply higher costs caused by the rapid depreciation of the yen have continued to occur in practice.
  14. FY2022MaterialisedAnnual report

    「Various purchased materials affected by the semiconductor shortage rose sharply in price and saw their lead times extended. In addition, the impact of surging resource prices, particularly in the second half of the fiscal year, resulted in performance falling short of expectations.」

    The company explains that sharp increases in the prices of purchased materials and longer lead times actually occurred and, together with surging resource prices, affected the lack of growth in profits.
  15. FY2019MitigatedAnnual report

    「The results of taking appropriate measures in response to longer lead times for various materials」

    The company states that it took appropriate measures in response to longer lead times for various materials and that those measures benefited business performance.
  16. FY2019-Q2RestatedAnnual report

    「Although domestic and overseas demand for machine tools remained at high levels, concerns also remain, including longer lead times for various machine components and developments in the Chinese economy.」

    The company notes that lead times for various components remain long and are becoming a concern going forward.
  17. FY2018RestatedAnnual report

    「Because our manufacturing operations are based on individual orders and inventory is kept to a minimum, a certain period is required before orders are reflected in sales. We were also affected by the tendency for some materials to have longer lead times amid the broader economic upswing.」

    The company continues to explain that longer lead times for various materials, together with its made-to-order, low-inventory production model, contributed to delays in recognizing sales.
  18. FY2018-Q3RestatedAnnual report

    「Under these conditions, although orders received during the current fiscal year have remained steady, the sluggish order environment in the second half of the previous fiscal year and longer lead times for various materials had an impact. Net sales for the cumulative third quarter of the current fiscal year fell for the third consecutive year to ¥2,313.188 million, compared with ¥2,992.828 million in the same period of the previous fiscal year.」

    For the second consecutive quarter, the company explains that longer lead times for various materials, together with weak orders in the second half of the previous fiscal year, affected the decline in net sales for the cumulative third quarter.
  19. FY2018-Q2First statedAnnual report

    「However, under these conditions, although orders received during the current fiscal year have remained firm, the sluggish order environment in Japan and overseas during the second half of the previous fiscal year and the longer lead times for various materials had a significant impact. Net sales for the cumulative second quarter of the current fiscal year fell for the second consecutive year to ¥1,183.623 million, compared with ¥1,888.235 million in the same period of the previous fiscal year.」

    The company explains that longer lead times for various materials, together with the sluggish order environment in the second half of the previous fiscal year, had a significant impact on the decline in net sales for the cumulative second quarter. It also states in the Business and Other Risks section that there are no new risks and no material changes from the previous fiscal year.
Moved together

"Risk of weaker export competitiveness due to yen appreciation and overseas political and economic conditions" moved the same way as this thread, in the same document, in 9 of its 22 moves.

9533★1234
  1. ★This thread
  2. 1Risk of weaker export competitiveness due to yen appreciation and overseas political and economic conditions9×
  3. 2Risk to woodworking machinery demand from Japan’s declining population and falling housing starts5×
  4. 3Risk of sluggish capital investment due to economic fluctuations and policy changes3×
  5. 4Stable, recurring dividends based on retained earnings and business investment3×

★ 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
Kikukawa Enterprise's next results are scheduled for 2026-11-12. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-11-12: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.