Rare Earth Price Fluctuation Risk
First written in FY2021. 8 of 11 entries say "Restated". Latest entry: FY2027-H1.
Oxide moved to the "Worse" side of this theme in 2026, 5 years after the typical company in this theme (2021).
The whole theme swung hardest in 2021: 26 of 52 companies on the "Worse" side.
17 other companies' latest entry also says "Worsened".
- FY2027-H1WorsenedAnnual report
「In response to worsening procurement conditions and surging prices for key raw materials, the Company continues discussions with major customers on reviewing transaction terms.」
Procurement conditions for key raw materials have worsened and prices have surged, and discussions with major customers on reviewing transaction terms are continuing. The disclosure states that the risk from fluctuations in raw material prices has worsened. - FY2026-H1RestatedAnnual report
「During the interim consolidated accounting period, there were no new business risks or material changes to the business risks described in the annual securities report for the previous fiscal year.」
The company reports no material changes regarding the risk of rare-earth price volatility. - FY2025-H1RestatedAnnual report
「During the interim consolidated accounting period, there were no new business risks or material changes to the business risks described in the annual securities report for the previous fiscal year.」
The company reports no material changes regarding the risk of rare-earth price volatility. - FY2025-Q1RestatedAnnual report
「During the cumulative first quarter of the fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
The company reports no material changes regarding the risk of rare-earth price volatility. - FY2024RestatedAnnual report
「Rare-earth prices are highly volatile, and if the group is unable to pass on price fluctuations in its selling prices, this could adversely affect the group's financial condition and operating results.」
The company rates the risk of rare-earth price volatility as "particularly material / unchanged" and reconfirms advance purchases and mechanisms for passing on increases to selling prices. - FY2023-Q3RestatedAnnual report
「In the healthcare business, the company passed on some of the increases in raw material prices to selling prices, maintained profitability, increased revenue year on year and progressed broadly in line with plan.」
The company says it continues to pass on some of the increases in raw material prices to selling prices and has maintained profitability. - FY2023-Q2MitigatedAnnual report
「In the healthcare business, the company was able to maintain profitability as it passed on some of the increases in raw material prices to selling prices.」
The company says it passed on some of the increases in raw material prices to selling prices and maintained profitability in the healthcare business. This demonstrates its response to price volatility risk. - FY2023-Q1RestatedAnnual report
「During the three months ended March, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the prior fiscal year.」
The company reports no material changes regarding the risk of rare-earth price volatility. - FY2022RestatedAnnual report
「Rare-earth prices are highly volatile, and if the company is unable to pass on price fluctuations in its selling prices, this could adversely affect its financial condition and operating results.」
The company rates the risk of rare-earth price volatility as "particularly material / unchanged" and is also working to establish mechanisms for passing on price increases. - FY2022-Q3RestatedAnnual report
「During the nine months ended September, there were no new business or other risks, nor any material changes to the business or other risks described in the securities report for the prior fiscal year.」
The company reports no material changes regarding the risk of rare-earth price volatility. - FY2021First statedAnnual report
「Rare-earth prices are highly volatile, and if the company is unable to pass on price fluctuations in its selling prices, this could adversely affect its financial condition and operating results.」
The company cites fluctuations in lutetium oxide prices and says it will monitor price trends and make advance purchases where appropriate.