Profit Pressure from Difficulties Procuring Materials
First written in FY2019-Q1. 8 of 17 entries say "Worsened", first in FY2019-Q2. Latest entry: 2026-08-07.
Yushin Company moved to the "Worse" side of this theme in 2018, 4 years before the typical company in this theme (2022).
The whole theme swung hardest in 2018: 12 of 31 companies on the "Worse" side.
41 other companies' latest entry also says "Mitigated".
- FY2026-H1WorsenedAnnual report
「During the current interim consolidated fiscal period, the global economy remained uncertain due to factors including US tariff policy and higher energy and raw material prices.」
In addition to higher raw material prices, higher energy prices are identified as external cost and procurement risks, and the outlook remains uncertain. - FY2024WorsenedAnnual report
「The Group's industry continues to face a challenging operating environment due to sluggish capital investment demand in Japan and overseas, as well as persistently high energy and raw material prices.」
Persistently high raw material prices are described, together with sluggish capital investment demand, as factors contributing to the challenging operating environment for the full fiscal year. - FY2024-Q2RestatedAnnual report
「Although higher ocean freight rates have eased, operating profit was ¥693.737 million, down 35.7% year on year, due to the decline in consolidated revenue, deterioration in the gross profit margin accompanying higher raw material prices, and increased personnel expenses associated with investment in human resources.」
Although higher ocean freight rates have eased, the deterioration in the gross profit margin due to higher raw material prices and increased personnel expenses associated with investment in human resources continue to pressure profit. - FY2024-Q1Ocean freight pressures easing while raw material and personnel costs remain elevatedAnnual report
「Although higher ocean freight rates have eased, operating profit was ¥143.624 million, down 71.5% year on year, due to the decline in consolidated revenue, deterioration in the gross profit margin accompanying higher raw material prices, and increased personnel expenses associated with proactive investment in human resources.」
Although higher ocean freight rates have eased, the deterioration in the gross profit margin due to higher raw material prices and increased personnel expenses associated with investment in human resources remain factors pressuring profit. - FY2023WorsenedAnnual report
「Some raw materials purchased are linked to prevailing market prices, so price fluctuations caused by expanding market demand or inflows of investment funds may affect product costs. In such cases, the Group's operating results and financial position may be affected.」
In addition to supply constraints and the semiconductor shortage, the Company explicitly identifies the risk that fluctuations in raw material market prices may affect product costs and operating results. - FY2023-Q3ReframedAnnual report
「In terms of earnings, operating profit was ¥2,016,908 thousand, down 4.6% year on year. Although consolidated net sales increased and the gross profit margin improved, personnel expenses increased and ocean freight costs rose sharply.」
There is no direct reference to higher raw material prices. While the gross profit margin improved, increased personnel expenses and higher ocean freight rates are cited as factors pressuring profit. The focus of cost risks has changed. - FY2023-Q2WorsenedAnnual report
「In addition to the deterioration in the gross profit margin accompanying higher raw material prices, increased personnel expenses associated with investment in human resources and higher ocean freight rates resulted in ¥1,078.550 million, down 20.1% year on year.」
While higher raw material prices and ocean freight rates continue to pressure profit, increased personnel expenses associated with investment in human resources have also become a factor reducing operating profit. - FY2023-Q1MaterialisedAnnual report
「Due to the deterioration in the gross profit margin accompanying higher raw material prices and higher ocean freight rates, the amount was ¥504.495 million, down 6.4% year on year.」
Higher raw material prices and ocean freight rates actually became factors reducing the gross profit margin and operating profit. - FY2022WorsenedAnnual report
「Revenue from custom machines declined from the previous consolidated fiscal year because the recovery in large-scale projects was slow, while revenue from take-out robots increased as the Company focused on marketing new products and worked to meet delivery deadlines despite continued difficulties procuring components.」
The Company describes efforts to meet delivery deadlines amid continued difficulties procuring components, indicating that procurement constraints remain an operational challenge. - FY2022-Q3RestatedAnnual report
「The outlook remains uncertain due to the adverse impact of the global semiconductor shortage on production activity and higher ocean freight rates.」
The impact of the semiconductor shortage on production activity and higher ocean freight rates are described as supply-side risks continuing from the previous quarter. - FY2022-Q2WorsenedAnnual report
「In addition to concerns about a renewed spread of infections, the outlook remains uncertain due to the adverse impact of the global semiconductor shortage on production activity and higher ocean freight rates.」
In addition to existing procurement and supply chain risks, the adverse impact of the global semiconductor shortage on production activity and higher ocean freight rates are explicitly identified, making the supply-side risk factors more specific. - FY2021ReframedAnnual report
「To obtain high-quality raw materials, parts and other items in a timely manner and in the quantities required to manufacture our products, the Group is working to contain fluctuations in purchase prices by securing multiple reliable suppliers. However, the Group's business may be affected if unexpected natural disasters or accidents disrupt the supply chain, suppliers' deteriorating financial condition restricts the supply of parts or leads to production discontinuations, or increased market demand causes supply constraints.」
The description has expanded from an experience-based account of higher purchase prices caused by difficulties procuring components to a broader overview of procurement risks, including responses through multiple suppliers, the supply chain, suppliers and increased demand. - FY2019-Q3SoftenedAnnual report
「Although purchase prices rose in the first half due to difficulties procuring components and other factors, depreciation expenses declined and development costs, which had been concentrated in the previous fiscal year for new model development, were levelled out」
The first-half difficulties procuring components are described as having increased purchase prices, while factors easing the cost burden are also cited for the quarter. - FY2019-Q2WorsenedAnnual report
「Although purchase prices rose due to difficulties procuring components and other factors」
Continued difficulties procuring components are described as having had a specific cost impact through higher purchase prices. - FY2019-Q1First statedAnnual report
「Due to changes in the product sales mix and difficulties procuring components, operating profit was ¥443.553 million, down 1.7% year on year.」
Difficulties procuring components actually occurred during the quarter and became a factor in the decline in operating profit.