Komori
Japan Cash Machine (6418) · RiskWorsened

Risk of Higher Costs Due to Rising Material Prices and Overseas Labor Costs

First written in FY2016. 6 of 14 entries say "Worsened", first in FY2023-Q1. Latest entry: 2026-05-13.

14entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018WorsenedFY2024-Q3 – 2026-05-132016: 320162017: 220172018: 120182019: 020192020: 020202021: 020212022: 220222023: 420232024: 120242025: 020252026: 1
Same theme, other companies
Rising Raw Material and Labor Costs Associated with Overseas Production and ProcurementA theme 12 companies write about · 12 as a headwind · 0 as a tailwind

Japan Cash Machine 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: 9 of 10 companies on the "Worse" side.

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

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.
Full recordFilings, disclosures and news, newest first
  1. 2026-05-13WorsenedRevision to earnings forecast

    「次期(2027年3月期)における当社グループを取り巻く事業環境は、中東情勢の緊迫化をはじめとする地政学的リスクの継続に伴い、原油供給の不安定化やエネルギー価格の上昇、部材価格の高騰等の影響が想定されることから、先行きは依然として不透明な状況が続くものと予想されます。」

    従来の部材価格上昇に加え、原油供給、エネルギー価格の上昇を含む次期の原価上昇要因が想定されている。
  2. FY2024-Q3WorsenedAnnual report

    「Revenue in this segment was ¥4,275 million, up 39.1% year on year, mainly because demand for banknote recycling units and banknote validator units for the European distribution market remained firm. On the other hand, the segment recorded a loss of ¥50 million, compared with profit of ¥129 million in the same period of the previous fiscal year, due in part to the impact of surging component prices.」

    Component prices continued to surge, and overseas commercial operations swung from a profit in the same period of the previous fiscal year to a ¥50 million loss despite higher revenue.
  3. FY2024-Q2ReframedAnnual report

    「On the other hand, shortages and surging prices of components such as semiconductors, which have continued since the second half of the previous fiscal year, are moving toward resolution in the second half of the current fiscal year, although shortages of some products have had an impact.」

    Although component shortages and surging prices are viewed as moving toward resolution in the second half of the current fiscal year, their impact remains in the form of shortages of some products.
  4. FY2024-Q1WorsenedAnnual report

    「On the other hand, in terms of profits, operating profit was ¥275 million, down 41.0% year on year, due to surging prices associated with electronic component shortages and higher transportation costs resulting from the need to respond flexibly to customers.」

    Surging prices associated with electronic component shortages and higher transportation costs have continued, emerging as factors behind the 41.0% year-on-year decline in operating profit.
  5. FY2023MaterialisedAnnual report

    「Some of the Company's products continue to face difficulty obtaining components, and the impact on profit and loss from higher material prices and logistics costs resulting from the use of commercially available products was unavoidable.」

    The risk from rising component prices and overseas labor costs has actually materialized through the use of commercially available products, higher material prices and logistics costs, and an impact on profit and loss.
  6. FY2023-Q3WorsenedAnnual report

    「Conditions became challenging in terms of expenses due to delivery delays for some products and higher procurement prices and logistics costs resulting from the use of commercially available components.」

    In addition to component shortages, higher procurement prices and logistics costs from using commercially available products are actually affecting expenses, together with delivery delays for some products.
  7. FY2023-Q2WorsenedAnnual report

    「The impact of shortages of electronic components, particularly semiconductors, stemming from supply chain disruptions has persisted. Especially in the second quarter under review, the trend toward slower growth in performance, particularly profits, became pronounced due to production and delivery delays for some products and higher costs caused by rising component prices.」

    The prolonged shortage of electronic components and higher costs due to rising component prices have emerged as factors slowing profit growth, together with production and delivery delays.
  8. FY2023-Q1WorsenedAnnual report

    「New concerns have emerged, including surging resource and raw material prices due to the impact of geopolitical risks such as the situation in Ukraine.」

    Regarding the risk of higher component and raw material prices, surging resource and raw material prices due to geopolitical risks are identified as specific concerns.
  9. FY2018RestatedAnnual report

    「Parts purchased by the Group may drive up costs due to higher crude oil and material prices. In addition, the Group has a high proportion of overseas production, and costs may also rise as labor costs increase with the economic development of each country.」

    The risk of higher costs due to rising component prices and overseas labor costs is reiterated.
  10. FY2017RestatedAnnual report

    「Parts purchased by the Group may drive up costs due to higher crude oil and material prices. In addition, the Group has a high proportion of overseas production, and costs may also rise as labor costs increase with the economic development of each country.」

    The risk of higher costs due to rising component prices and overseas labor costs is reiterated.
  11. FY2017-Q3RestatedAnnual report

    「At the same time, we will respond to customers' trust by addressing manufacturing-related challenges, including rising raw material prices and securing consistent market quality.」

    Rising raw material prices and securing market quality continue to be recognized as manufacturing-related challenges.
  12. FY2017-Q2RestatedAnnual report

    「At the same time, we will respond to customers' trust by addressing manufacturing-related challenges, including rising raw material prices and securing consistent market quality.」

    Rising raw material prices continue to be recognized as a manufacturing-related challenge, with a policy of addressing them together with securing market quality.
  13. FY2017-Q1RestatedAnnual report

    「At the same time, we will respond to customers' trust by addressing manufacturing-related challenges, including rising raw material prices and securing consistent market quality.」

    Rising raw material prices are reiterated as a manufacturing-related challenge, with a policy of addressing them together with securing market quality.
  14. FY2016First statedAnnual report

    「Higher crude oil and material prices may drive up costs. In addition, the Group has a high proportion of overseas production, and costs may also rise as labor costs increase with the economic development of each country.」

    Both raw materials and overseas labor costs are identified as drivers of higher manufacturing costs.
Moved together

"Securing operating cash flow through a reduction in trade receivables" moved the same way as this thread, in the same document, in 6 of its 14 moves.

655544★123456
  1. ★This thread
  2. 1Securing operating cash flow through a reduction in trade receivables6×
  3. 2Sluggish Capital Investment by Gaming and Amusement-Facility Operators and Market Contraction5×
  4. 3Sluggish Sales and Profit Due to Inventory Adjustments in the Overseas Commercial Business5×
  5. 4Transition to new-regulation gaming machines and stalled capital investment due to the semiconductor shortage5×
  6. 5Risk of fluctuations in gaming demand due to the global economy, conflicts and disasters4×
  7. 6Business and Financial Impact of the Spread of COVID-194×

★ 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
Japan Cash Machine's next results are scheduled for 2026-11-10. Read the earnings preview It last moved in the Revision to earnings forecast of 2026-05-13: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.