Komori
Dmw (6365) · RiskMitigated

Higher Manufacturing Costs Due to Soaring Raw Material Prices, Including Steel

First written in FY2017. 7 of 12 entries say "Restated". Latest entry: FY2026.

12entries
10years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2019MitigatedFY2020RestatedFY2024-Q2 – FY2024-Q32017: 120172018: 120182019: 120192020: 120202021: 120212022: 220222023: 320232024: 120242025: 020252026: 12026
Same theme, other companies
Difficulty Passing Through Higher Steel Raw Material Prices and Deteriorating ProfitabilityA theme 34 companies write about · 34 as a headwind · 0 as a tailwind

Dmw moved to the "Worse" side of this theme in 2022, 3 years after the typical company in this theme (2019).

The whole theme swung hardest in 2021: 13 of 28 companies on the "Worse" side.

8 other companies' latest entry also says "Mitigated".

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 34 companies compared. The sentences above are computed from all 34.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「We regularly investigate and monitor fluctuations in raw material prices, reflect them in product costs as appropriate and endeavor to pass on prices appropriately. We also continue to work to reduce manufacturing costs by improving operational efficiency through strengthening our DX infrastructure.」

    As measures to address the risk of higher raw material and energy prices, the company explicitly stated that it will reflect them in product costs and pass on prices, as well as reduce manufacturing costs through DX.
  2. FY2024-Q3RestatedAnnual report

    「Regarding the Japanese economy, the economy continued to recover moderately as inbound demand recovered steadily and personal consumption remained firm. However, it remains necessary to continue monitoring the economic outlook, including the impact of yen depreciation, persistently high energy and raw material prices, and downside risks to overseas economies.」

    Yen depreciation and persistently high energy and raw material prices continue to be cited, together with downside risks to overseas economies, as factors contributing to uncertainty over the economic and manufacturing environment.
  3. FY2024-Q2RestatedAnnual report

    「Regarding the Japanese economy, the economy continued to recover moderately as robust personal consumption and the recovery in inbound demand continued. However, it remains necessary to continue monitoring the economic outlook, including the prolonged yen depreciation and persistently high energy and raw material prices.」

    The prolonged yen depreciation and persistently high energy and raw material prices continue to be cited as factors contributing to uncertainty over the economic outlook and manufacturing environment.
  4. FY2023WorsenedAnnual report

    「However, gross margin declined slightly to 24.8%, down 0.3 percentage points from the previous consolidated fiscal year, due in part to higher prices for materials and purchased goods compared with the previous fiscal year.」

    Regarding the risk of higher raw material prices, it is stated that increases in material and purchased-item prices actually reduced the gross profit margin by 0.3 percentage points.
  5. FY2023-Q3RestatedAnnual report

    「In Japan, personal consumption and capital investment continued to recover as efforts progressed to balance COVID-19 containment with economic activity. However, the pace of recovery remained moderate due to higher raw material and energy prices, sharp exchange-rate fluctuations and a slowdown in the global economy, and the situation remained unpredictable.」

    Higher raw material and energy prices, together with sharp exchange-rate fluctuations and a slowdown in the global economy, continue to be cited as factors restraining the recovery of the domestic economy.
  6. FY2023-Q1RestatedAnnual report

    「Regarding the Japanese economy, economic and social activity that had been restricted moved toward normalization, and a recovery, centered on personal consumption, continued. However, prices rose as the yen weakened, while exports and production showed signs of a pause in their recovery due to higher raw material prices and supply-side constraints stemming from China's zero-COVID policy, among other factors.」

    Rising prices caused by yen depreciation, higher raw material prices and supply constraints stemming from China's zero-COVID policy continue to be cited as factors contributing to uncertainty in the manufacturing and production environment.
  7. FY2022-Q3WorsenedAnnual report

    「The pace of recovery from the summer onward slowed due to the global semiconductor shortage, higher raw material and energy prices, and supply chain disruptions resulting from the renewed spread of infections caused by new variants, among other factors.」

    In addition to the previously cited increase in raw material prices, higher energy prices are now explicitly stated, and a slowdown in the pace of economic recovery due to supply constraints and other factors is described.
  8. FY2022-Q2RestatedAnnual report

    「The outlook remains uncertain due to the global semiconductor shortage, higher raw material prices and supply chain disruptions, among other factors.」

    Higher raw material prices continue to be cited as a factor contributing to uncertainty over the outlook for the global economy. However, no specific impact on the company's manufacturing costs or changes to its response measures are stated.
  9. FY2020MitigatedAnnual report

    「We regularly investigate and monitor fluctuations in raw material prices and reflect them in product costs at short intervals.」

    The risk of higher raw material prices has been restated, together with measures to investigate and monitor price fluctuations and reflect them promptly in product costs.
  10. FY2019RestatedAnnual report

    「Higher prices for raw materials such as steel may increase manufacturing costs and adversely affect business performance.」

    The impact of higher prices for raw materials such as steel on manufacturing costs and business performance continues to be stated as a risk.
  11. FY2018RestatedAnnual report

    「Higher prices for raw materials such as steel may increase manufacturing costs and adversely affect business performance.」

    The impact of higher prices for raw materials such as steel on manufacturing costs and business performance continues to be stated as a risk.
  12. FY2017First statedAnnual report

    「As our group is primarily engaged in manufacturing products, higher prices for raw materials such as steel may increase manufacturing costs and adversely affect business performance.」

    The risk that higher prices for raw materials such as steel will affect manufacturing costs and business performance has been newly stated in connection with the manufacturing-focused business structure.
Moved together

"Risk of incurring costs for warranty work provided at no charge" moved the same way as this thread, in the same document, in 4 of its 12 moves.

432222★123456
  1. ★This thread
  2. 1Risk of incurring costs for warranty work provided at no charge4×
  3. 2Deteriorating Profitability of Construction Contracts and Risk of Additional Provisions3×
  4. 3Decline in Fluid Machinery Market Orders Due to Weaker External Demand2×
  5. 4Increase in Orders from Overseas Markets2×
  6. 5Implementation and Advancement of the Medium-Term Management Plan2×
  7. 6Work-Style Reform and Improvements in Productivity per Hour2×

★ 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 Dmw yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Higher Manufacturing Costs Due to Soaring Raw Material Prices, Including Steel | DMW CORPORATION (6365) | Komori