Soaring Prices and Difficulty Procuring Raw Materials and Components
First written in FY2016. 7 of 20 entries say "Materialised", first in FY2019-Q3. Latest entry: 2026-08-04.
Osaki Electric moved to the "Worse" side of this theme in 2019, 2 years before the typical company in this theme (2021).
The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.
26 other companies' latest entry also says "Worsened".
- 2026-08-04WorsenedFinancial results briefing materials
「・ 樹脂、シンナー、塗料などを中心に通期業績見通し（5月）に織り込んだ影響額を上回るコスト影響が続いている」
石油化学製品について、業績見通しに織り込んだ影響額を上回るコスト影響の継続が示された。 - FY2026WorsenedAnnual report
「However, if geopolitical risks, particularly the military conflict between the United States and Israel and Iran, make it difficult to procure crude oil or petroleum-derived raw materials and components in a timely manner, the Group’s production activities could be disrupted.」
In addition to the existing risks of higher component prices and difficulty obtaining components, the company specified procurement risks for crude oil and petroleum-derived components resulting from the military conflict between the United States and Israel and Iran. - FY2025WorsenedAnnual report
「In countries subject to the US additional tariff measures where tariff rates are high, negative economic effects or disruption are expected. If such circumstances arise in countries from which the Company procures components and other materials, impacts on the supply chain are anticipated, including the inability to procure required components in a timely manner.」
In addition to the existing risks of higher component prices and difficulty obtaining components, the company newly specified the risks of economic disruption in procurement countries and delays in component procurement resulting from the US additional tariff measures. However, it explained that the direct impact would be limited because it does not export to the United States. - FY2024MitigatedAnnual report
「In the overseas measurement and control business, shipments to the UK increased due to improved conditions for procuring electronic components, while shipments to Oceania also increased. As a result, revenue increased 17.6% year on year to ¥40,693 million. In terms of earnings, in addition to higher revenue, the easing of previously elevated electronic component prices and other factors resulted in operating profit of ¥1,155 million, compared with an operating loss of ¥1,886 million in the previous fiscal year.」
Improved conditions for procuring electronic components and price stabilization mitigated the impact of higher procurement costs that had affected business performance through the previous fiscal year. - FY2024-Q3MitigatedAnnual report
「On the profit side, in addition to higher sales, the stabilization of previously elevated electronic-component prices and other factors resulted in operating profit of ¥782 million, compared with an operating loss of ¥1,343 million in the same period of the previous year.」
Previously elevated electronic-component prices stabilized, and operating results in the overseas measurement and control business improved from a loss of ¥1,343 million in the same period of the previous year to a profit of ¥782 million. - FY2024-Q2MitigatedAnnual report
「On the profit side, in addition to higher sales, the stabilization of electronic-component prices, which had risen due to procurement difficulties, and other factors resulted in operating profit of ¥276 million, compared with an operating loss of ¥777 million in the same period of the previous year.」
Electronic-component prices, which had risen due to procurement difficulties, stabilized, and operating results in the overseas measurement and control business improved from a loss of ¥777 million in the same period of the previous year to a profit of ¥276 million. - FY2024-Q1MitigatedAnnual report
「Shipments to the United Kingdom increased as the electronic-component procurement environment improved.」
Shipments to the United Kingdom increased as the electronic-component procurement environment improved, partially mitigating the impact of component procurement difficulties that had affected business performance through the previous fiscal year. - FY2023-Q3WorsenedAnnual report
「On the profit side, higher component prices and other factors resulted in an operating loss of ¥1,343 million, compared with operating profit of ¥23 million in the same period of the previous year.」
Higher component prices continued, and operating results in the overseas measurement and control business deteriorated from a profit of ¥23 million in the same period of the previous year to a loss of ¥1,343 million. - FY2023-Q2MaterialisedAnnual report
「On the profit side, higher component prices and other factors resulted in an operating loss of ¥777 million, compared with operating profit of ¥118 million in the same period of the previous year.」
Higher component prices materialized as a factor that caused operating profit in the overseas measurement and control business to change from a profit in the same period of the previous year to a loss of ¥777 million. - FY2023-Q1MaterialisedAnnual report
「Operating profit was an operating loss of ¥159 million, compared with an operating profit of ¥163 million in the same period a year earlier, due to higher raw-material prices and transportation costs, as well as increased selling, general and administrative expenses.」
Higher raw-material and transportation costs materialized as factors that caused the overseas measurement and control business to fall into an operating loss. - FY2022-Q3MaterialisedAnnual report
「On the profit side, in addition to the previously mentioned decline in sales, higher raw-material costs and other factors reduced profit margins, resulting in operating profit of ¥835 million, down 54.5% year on year.」
Higher raw-material costs materialized in lower profit margins and a 54.5% decline in operating profit, with the impact of rising procurement costs continuing to be reflected in results. - FY2022-Q2MaterialisedAnnual report
「Profit margins declined due to intensifying price competition for smart meters and higher raw-material costs, among other factors.」
Higher raw-material costs, together with intensifying price competition for smart meters, materialized as a factor behind lower profit margins and lower profit in the domestic measurement and control business. - FY2020MaterialisedAnnual report
「The company recognized an impairment loss on components that became unnecessary following a change in smart-meter specifications in the United Kingdom.」
Unneeded components resulting from component procurement issues and specification changes materialized as an impairment loss, reducing profit in the overseas business. - FY2019MaterialisedAnnual report
「The cost ratio increased overseas due to higher costs associated with production delays caused by shortages of certain electronic components and changes in the product sales mix, resulting in a 25.0% year-on-year decline to ¥3,999 million.」
Shortages of electronic components have materialized in overseas production delays, higher costs, a higher cost ratio and lower operating profit. - FY2019-Q3MaterialisedAnnual report
「Overseas revenue declined because production was delayed by difficulty procuring certain electronic components.」
The procurement risk associated with difficulty obtaining raw materials and components has materialized in the form of production delays and lower sales resulting from difficulty procuring certain electronic components. - FY2018RestatedAnnual report
「Higher prices and difficulty obtaining raw materials and components could adversely affect the Group’s business performance and financial position.」
Higher prices and difficulty obtaining raw materials and components continue to be identified as procurement risks. - FY2017RestatedAnnual report
「Higher prices and difficulty obtaining raw materials and components could adversely affect the Group’s business performance and financial position.」
Higher prices and difficulty obtaining raw materials and components continue to be identified as procurement risks. - FY2016First statedAnnual report
「Higher prices and difficulty obtaining raw materials and components could adversely affect the Group’s business performance and financial position.」
Procurement risk arising from the global economy, conditions in raw-material-producing countries and foreign-exchange movements.