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Galilei Holdings (6420) · RiskWorsenedLatest Results (2026-11-13): "Restated"

Surging prices of purchased materials, including steel and components

First written in FY2016. 19 of 27 entries say "Restated". Latest entry: 2026-11-13.

27entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2020-Q3RestatedFY2023-Q3 – FY2026-H12016: 120162017: 320172018: 420182019: 320192020: 220202021: 320212022: 320222023: 220232024: 220242025: 120252026: 32026
Same theme, other companies

Galilei Holdings moved to the "Worse" side of this theme in 2020, 2 years before the typical company in this theme (2022).

The whole theme swung hardest in 2026: 16 of 22 companies on the "Worse" side.

10 other companies' latest entry also says "Restated".

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 36 companies compared. The sentences above are computed from all 36.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「However, if a large-scale natural disaster, abnormal weather, the spread of an infectious disease, war or conflict, terrorism, political instability, economic sanctions, changes in import or export regulations or tariff policies, heightened geopolitical tensions, disruption to logistics networks, suspension of port or transportation functions, constraints on electricity or energy supplies, a supplier's suspension of operations or bankruptcy, or a sharp increase in demand for materials occurs, the Group may be unable to procure the necessary materials in a timely manner or in sufficient quantities, and it may be difficult to find alternative or additional suppliers or switch to other components.」

    In addition to the existing risks of semiconductor shortages and surging raw-material prices, a broad range of specific factors that could cause supply shortages or procurement difficulties are identified, including abnormal weather, economic sanctions, tariff policies, geopolitical tensions, disruptions to logistics and port operations, and electricity constraints.
  2. FY2026-H1RestatedAnnual report

    「In the Manufacturing Division, the company is working to further improve productivity to mitigate the impact of increases in manufacturing costs, including material and labor costs.」

    Amid continuing increases in manufacturing costs, including material and labor costs, the company reiterates its established response of mitigating the impact through productivity improvements.
  3. FY2025-H1RestatedAnnual report

    「In the Manufacturing Division, although the impact of surging raw-material prices and foreign exchange movements on purchases of components from overseas continues, the company is working to further improve productivity and use alternative materials to reduce the impact.」

    Amid continuing surging raw-material prices and foreign exchange effects on purchases of imported components, the company reiterates its response of mitigating the impact through productivity improvements and the use of alternative materials.
  4. FY2024-Q3RestatedAnnual report

    「In the Manufacturing Division, the company is working to further improve productivity and use alternative materials to mitigate the impact of persistently high raw-material prices and foreign exchange movements on purchases of imported components.」

    Amid persistently high raw-material prices and continuing foreign exchange effects on purchases of imported components, measures to mitigate the impact through productivity improvements and the use of alternative materials are continuing.
  5. FY2024-Q1RestatedAnnual report

    「In the Manufacturing Division, raw-material prices remain high, and the company is working to further improve productivity and consider the use of alternative materials to mitigate the impact.」

    The company states that raw-material prices remain high and reiterates its response of mitigating the impact by improving productivity and considering the use of alternative materials.
  6. FY2023-Q3RestatedAnnual report

    「In the Manufacturing Division, although manufacturing costs have increased because of surging raw-material prices, the company is working to mitigate the impact by improving production efficiency, reviewing purchase prices and considering the use of alternative materials.」

    The company states that higher manufacturing costs caused by surging raw-material prices have continued, while continuing to respond by improving production efficiency, reviewing purchase prices and considering alternative materials.
  7. FY2023-Q1WorsenedAnnual report

    「In the Manufacturing Division, although manufacturing costs have increased because of surging raw-material prices, the company will work to improve production efficiency to mitigate the impact.」

    The impact of surging raw-material prices has appeared as higher manufacturing costs, and its effect on business performance has been explicitly stated, including a 38.3% year-on-year decline in operating profit.
  8. FY2022WorsenedAnnual report

    「If a substantial rise in market prices spreads to procurement prices, including labor and transportation costs, and cannot be absorbed through internal efforts such as productivity improvements or by passing it on to product prices, it may affect the Group's business performance and financial position.」

    Manufacturing costs have actually increased because of semiconductor shortages and surging raw-material prices, and the impact of higher procurement prices has expanded.
  9. FY2022-Q3WorsenedAnnual report

    「Although manufacturing costs have increased because of semiconductor shortages and surging raw-material prices, the company will work across sales and production to minimize the impact through measures including switching component suppliers, improving production efficiency and lowering costs.」

    Semiconductor shortages and surging raw-material prices have actually appeared as increases in manufacturing costs, and the impact of material prices and procurement costs has expanded. Measures involving switching component suppliers and improving production efficiency are also described.
  10. FY2022-Q2RestatedAnnual report

    「During the cumulative period of the current fiscal year's second quarter (1 April 2021 to 30 September 2021), Japan's economy remained in an extremely difficult situation in terms of employment, the economy, social life and corporate activity, as states of emergency and priority preventive measures against the spread of disease were expanded across the country. The outlook also remained uncertain because of supply shortages of semiconductors and other components and the impact of surging raw-material prices.」

    Supply shortages of semiconductors and other components and surging raw-material prices continue to be cited as factors contributing to the uncertain outlook.
  11. FY2022-Q1RestatedAnnual report

    「In the manufacturing division, we flexibly responded to increased demand by adjusting production plans at both the Shiga and Okayama plants. Although semiconductor shortages and higher raw-material prices were a concern, manufacturing and sales worked together on measures including transferring orders for components and lowering costs through improved production efficiency.」

    Amid continuing concerns over the impact of semiconductor shortages and surging raw-material prices, the company is responding by switching component suppliers, improving production efficiency and lowering costs.
  12. FY2021WorsenedAnnual report

    「If supply becomes insufficient or is interrupted, or demand rises sharply, because of a disaster or accident such as a fire or power outage that caused the global semiconductor shortage, or because of a supplier bankruptcy, it may be difficult to find alternative or additional suppliers or switch to other components. The company continuously monitors market prices and negotiates prices as necessary with suppliers, but if market prices rise substantially and the increase cannot be absorbed through internal efforts such as productivity improvements or by passing it on to product prices, the increase may not be absorbable.」

    In addition to the existing risk of surging material prices, disasters and accidents that caused the global semiconductor shortage, supply interruptions and difficulty obtaining alternative supplies are explicitly stated.
  13. FY2020WorsenedAnnual report

    「If supply becomes insufficient or is interrupted, or demand rises sharply, because of a disaster, accident or supplier bankruptcy, it may be difficult to find alternative or additional suppliers or switch to other components. The company continuously monitors market prices and negotiates prices as necessary with suppliers, but if market prices rise substantially and the increase cannot be absorbed through internal efforts such as productivity improvements or by passing it on to product prices, the increase may not be absorbable.」

    In addition to surging material prices, the risks of supply shortages or interruptions caused by disasters, accidents, supplier bankruptcies or sharp increases in demand, and the difficulty of obtaining alternative supplies, are explicitly stated.
  14. FY2020-Q3RestatedAnnual report

    「In the Manufacturing Division, the company has continued to work to improve production efficiency at both the Shiga and Okayama plants by automating individual operations, introducing image-recognition systems to monitor production-process quality and expanding automated material-handling equipment. It has also continued to work to reduce fixed costs and lower costs to absorb increases, including higher prices for raw materials and imported components and higher delivery costs.」

    Measures to absorb continuing cost increases, including higher prices for raw materials and imported components and higher delivery costs, through fixed-cost reductions and cost reductions are continuing.
  15. FY2020-Q2RestatedAnnual report

    「In the Manufacturing Division, the company has continued to work to improve production efficiency at both the Shiga and Okayama plants by automating individual operations, introducing image-recognition systems to monitor production-process quality and expanding automated material-handling equipment. It has also continued to work to reduce fixed costs and lower costs to absorb increases, including higher prices for raw materials and imported components and higher delivery costs.」

    Amid continuing cost increases, including higher prices for raw materials and imported components and higher delivery costs, measures to absorb them through fixed-cost reductions and cost reductions are continuing.
  16. FY2020-Q1RestatedAnnual report

    「In the Manufacturing Division, the company has continued to work to improve production efficiency at both the Shiga and Okayama plants by automating individual operations and introducing image-recognition systems to monitor production-process quality. It has also continued to work to reduce fixed costs and lower costs to absorb increases, including higher prices for raw materials and imported components and higher delivery costs.」

    Amid continuing cost increases, including higher prices for raw materials and imported components and higher delivery costs, measures to absorb them through fixed-cost reductions and cost reductions are continuing.
  17. FY2019-Q3RestatedAnnual report

    「In the Manufacturing Division, the company has worked to improve production efficiency at both the Shiga and Okayama plants by automating individual operations and introducing image-recognition systems to monitor production-process quality. It has also continued to work to reduce fixed costs and lower costs to absorb increases, including higher prices for raw materials and imported components and higher delivery costs.」

    Amid continuing cost increases, including higher prices for raw materials and imported components and higher delivery costs, measures to absorb them through fixed-cost reductions and cost reductions are continuing.
  18. FY2019-Q2RestatedAnnual report

    「The company has continued to work to reduce fixed costs and lower costs to absorb increases, including higher prices for raw materials and imported components and higher delivery costs.」

    Amid continuing cost increases, including higher prices for raw materials and imported components and higher delivery costs, measures to absorb them through fixed-cost reductions and cost reductions are continuing.
  19. FY2019-Q1RestatedAnnual report

    「Meanwhile, the company worked to reduce fixed costs and lower costs to absorb increases, including higher prices for raw materials and imported components and higher delivery costs.」

    Amid continuing cost increases, including higher prices for raw materials and imported components and higher delivery costs, measures to absorb them through fixed-cost reductions and cost reductions are continuing.
  20. FY2018RestatedAnnual report

    「The Group continuously monitors market prices and negotiates prices as necessary. However, if market prices rise substantially and the increase cannot be absorbed through internal efforts such as productivity improvements or by passing it on to product prices, it may affect the Group's business performance.」

    The risk of surging market prices for steel, components and other materials, together with responses involving price negotiations, productivity improvements and passing costs on to product prices, is reiterated.
  21. FY2018-Q3RestatedAnnual report

    「In the Manufacturing Division, the company renovated the truck bays at the Okayama plant to improve delivery efficiency and worked to improve productivity by modifying production lines at both the Shiga and Okayama plants. It also continued to work to reduce fixed costs and lower costs to absorb increases, including higher prices for raw materials and imported components.」

    Measures to absorb cost increases, including higher prices for raw materials and imported components, through fixed-cost reductions and cost reductions are continuing.
  22. FY2018-Q2RestatedAnnual report

    「In the Manufacturing Division, the company worked to improve productivity by modifying production lines at both the Shiga and Okayama plants to meet rising demand. It also worked to reduce fixed costs and lower costs to absorb increases, including higher prices for raw materials and imported components.」

    Amid continuing cost increases, including higher prices for raw materials and imported components, measures to absorb them through fixed-cost reductions and cost reductions are reiterated.
  23. FY2018-Q1RestatedAnnual report

    「In the Manufacturing Division, the company has worked to reduce fixed costs and lower costs to absorb increases, including higher prices for raw materials and imported components.」

    Cost increases, including higher prices for raw materials and imported components, have continued, and measures involving fixed-cost reductions and cost reductions are reiterated.
  24. FY2017MaterialisedAnnual report

    「In addition, the company has worked to reduce fixed costs and lower costs to absorb increases, including higher prices for imported components.」

    Increases in costs, including higher prices for imported components, have materialized, and measures to absorb them through fixed-cost reductions and cost reductions are described.
  25. FY2016First statedAnnual report

    「If market prices rise substantially and the increase cannot be absorbed through internal efforts such as productivity improvements or by passing it on to product prices, it may affect the Group's business performance.」

    The company monitors market conditions and negotiates prices, while identifying as a risk the possibility that increases cannot be absorbed through internal efforts or by passing them on to product prices.
Moved together

"Growth in sales, operating profit and profit attributable to owners of the parent" moved the same way as this thread, in the same document, in 3 of its 27 moves.

332222★123456
  1. ★This thread
  2. 1Growth in sales, operating profit and profit attributable to owners of the parent3×
  3. 2Risk of shortages or interruptions in the supply of procured materials3×
  4. 3Declining demand due to an economic downturn in the distribution and food-service industries2×
  5. 4Differentiation through Proprietary Technologies, Market Share Expansion and Improved Profitability2×
  6. 5Oversight and Audit Structure Including Outside Directors and Outside Corporate Auditors2×
  7. 6Infringement of third-party intellectual property rights and related disputes2×

★ 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
Galilei Holdings's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Results of 2026-11-13: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Surging prices of purchased materials, including steel and components | GALILEI HOLDINGS CO.LTD. (6420) | Komori