Cost Risk from Soaring Resource and Energy Prices and Rising Labor Costs and Consumer Prices
First written in FY2024. 2 of 3 entries say "Worsened", first in FY2025. Latest entry: FY2026.
Ckd moved to the "Worse" side of this theme in 2025, 2 years after the typical company in this theme (2023).
The whole theme swung hardest in 2025: 14 of 20 companies on the "Worse" side.
4 other companies' latest entry also says "Worsened".
- FY2026WorsenedAnnual report
「The global economy is expected to remain uncertain, owing to such factors as heightened geopolitical risks associated with escalating tensions in the Middle East, fluctuations in interest rates and foreign exchange rates, and the impact of policy developments in various countries on economic conditions.」
In addition to resource and energy prices and rising labor costs and prices, the company has identified the Middle East situation, fluctuations in interest rates and foreign exchange rates, and the impact of policies in various countries on economic conditions and capital investment demand as uncertainties for the next fiscal year. - FY2025WorsenedAnnual report
「The outlook for the global economy in the next fiscal year remains highly uncertain, with capital investment demand expected to decline due to the impact of U.S. policies on economic activity in various countries.」
In addition to resource and energy prices and rising labor costs and prices, the company has identified the impact of U.S. policies on economic activity and capital investment demand in various countries as uncertainties for the next fiscal year. - FY2024First statedAnnual report
「Energy prices are expected to continue rising, and procurement costs are expected to increase due to higher labor costs and prices,」
The company has separately identified higher energy prices, labor costs and prices, and the resulting increase in procurement costs as business-environment risks for the next fiscal year.