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Hpc Systems (6597) · InitiativeAdvanced

Passing higher raw material and import costs through to selling prices

First written in FY2023-Q1. 5 of 10 entries say "Advanced", first in FY2024-Q1. Latest entry: FY2026.

10entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023-Q1 – FY2023OtherFY2024-Q2 – FY2024-Q3AdvancedFY2026-H1 – FY20262022: 12023: 320232024: 220242025: 020252026: 42026
Same theme, other companies
Passing through higher costs due to yen depreciation and other factorsA theme 3 companies write about · 0 as a headwind · 3 as a tailwind

2 other companies' latest entry also says "Advanced".

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. FY2026AdvancedAnnual report

    「Although some large projects had low gross margins, profitability improved because the Company secured a certain profit margin on other projects by passing higher costs through to selling prices. Despite an increase in selling, general and administrative expenses, segment profit increased year on year as a result of higher sales and improved profit margins.」

    In the CTO business, the Company passed higher costs through to selling prices and, despite some low-margin projects, secured a certain profit margin on other projects, leading to improved profitability and higher profit.
  2. FY2026-H1AdvancedAnnual report

    「Although some large projects had low gross margins, profitability improved because the Company secured a certain profit margin on other projects by passing higher costs through to selling prices. Despite an increase in selling, general and administrative expenses, segment profit increased year on year as a result of higher sales and improved profit margins.」

    In the CTO business, the Company secured a certain profit margin through pass-through and other measures, leading to improved profitability and a year-on-year increase in segment profit.
  3. FY2024-Q3RestatedAnnual report

    「Although import costs have been rising as the yen depreciates, segment profit was recorded as a result of passing higher costs through to customers and working to reduce selling, general and administrative expenses.」

    In the CTO business, the Company passed higher import costs through to customers and reduced selling, general and administrative expenses, resulting in segment profit.
  4. FY2024-Q2Insufficient pass-through in HPC and improved CTO profitabilityAnnual report

    「Although the Company is working to pass higher import costs resulting from the depreciation of the yen through to customers, the pass-through was insufficient for some projects, resulting in low profitability. In terms of profitability, although import costs have been rising as the yen depreciates, profitability improved as a result of passing higher costs through to customers and the stabilisation of raw material prices.」

    The policy of passing higher costs through to selling prices continues. In the HPC business, however, pass-through was insufficient for some projects, while profitability in the CTO business improved through pass-through and other measures.
  5. FY2024-Q1AdvancedAnnual report

    「Although import costs have been rising as the yen depreciates, the Company was able to secure a certain profit margin by passing the higher costs through to customers.」

    The execution of a measure in the HPC business to pass higher import costs through to customers and secure a certain profit margin was described.
  6. FY2023RestatedAnnual report

    「Although the Company is working to pass higher costs through to selling prices, negotiations with customers have resulted in a certain time lag before the costs can be passed through.」

    The policy of passing higher raw material and resource prices and higher import costs resulting from the depreciation of the yen through to selling prices continues, but a time lag resulting from customer negotiations was noted.
  7. FY2023-Q2Delay in passing through higher costs and customer requests for cost reductionsAnnual report

    「Although the Company is working to pass higher costs through to selling prices, this requires customer understanding and there is a certain time lag before the costs can be passed through. Meanwhile, the business environment surrounding the Company has changed significantly, with some customers requesting cost reductions in response to rising raw material prices.」

    The policy of passing higher costs through to selling prices continues, but customer understanding is required and there is a certain time lag. In addition, some customers have begun requesting cost reductions.
  8. FY2023-Q1First statedAnnual report

    「Although the Company is working to pass higher costs through to selling prices, this requires customer understanding and there is a certain time lag before the costs can be passed through.」

    In response to higher raw material and resource prices and higher import costs resulting from the depreciation of the yen, the policy of passing higher costs through to selling prices was disclosed for the first time as an independent initiative. The Company explained that customer understanding is required and that there is a certain time lag before the costs can be passed through.
Moved together

"Retained Earnings Prioritized for Growth Investment and Consideration of Future Dividends" moved the same way as this thread, in the same document, in 4 of its 10 moves.

442222★123456
  1. ★This thread
  2. 1Retained Earnings Prioritized for Growth Investment and Consideration of Future Dividends4×
  3. 2Medium- to long-term growth in net sales and operating profit4×
  4. 3Funding growth investment and seasonal needs through borrowings and overdrafts2×
  5. 4Expansion of the HPC and CTO businesses2×
  6. 5Ongoing Hiring and Acquisition of Outstanding Talent2×
  7. 6Executive compensation linked to sales, operating profit and other metrics, and the Compensation Committee2×

★ 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
No upcoming earnings preview for Hpc Systems yet. It last moved in the Revisions to earnings forecasts of 2026-08-14: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Passing higher raw material and import costs through to selling prices | HPC SYSTEMS Inc. (6597) | Komori