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i-mobile (6535) · RiskFirst stated

Surging Procurement Prices and Funding Burden in the Retail Electricity Business

First written in FY2026. . Latest entry: FY2026.

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Same theme, other companies
Wholesale Electricity Procurement Price Volatility in the Electricity Retail BusinessA theme 7 companies write about · 7 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 5 of 6 companies on the "Worse" side.

0 other companies' latest entry also says "First stated".

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  1. FY2026First statedAnnual report

    「In the retail electricity business, until higher procurement costs driven by foreign exchange rates and geopolitical factors can be passed through to selling prices, the funding burden on the subsidiary operating the business may increase, affecting the Group’s cash flow and the pace of business growth. If the subsidiary is included in the scope of consolidation, its deteriorating profitability may also affect the Group’s results.」

    The company has disclosed higher electricity procurement costs due to foreign exchange and geopolitical factors, the subsidiary’s funding burden until costs can be passed through, and deteriorating profitability upon consolidation as new major risks in the retail electricity business.
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Surging Procurement Prices and Funding Burden in the Retail Electricity Business | i-mobile Co.,Ltd. (6535) | Komori