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Kyosan Electric Manufacturing (6742) · RiskRestated

Risk of soaring raw material prices

First written in FY2016. 8 of 14 entries say "Restated". Latest entry: FY2026-H1.

14entries
10years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2021RestatedFY2024-Q3 – FY2026-H12016: 120162017: 020172018: 120182019: 020192020: 120202021: 120212022: 220222023: 420232024: 320242025: 12025
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 355 companies write about · 367 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 121 of 167 companies on the "Worse" side.

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.
Showing 14 of the 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 368 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「During the current interim consolidated accounting period, Japan's economy was said to be recovering moderately, but the outlook remained uncertain due to higher resource and raw material prices, rising prices resulting from yen depreciation, and heightened international tensions.」

    The Company continues to identify external environmental risks, including higher resource and raw material prices, as factors contributing to an uncertain outlook.
  2. FY2025-H1RestatedAnnual report

    「During the current interim consolidated accounting period, Japan's economy continued to recover moderately, but the outlook remained uncertain due to the slowdown in the Chinese economy and continued increases in raw material prices.」

    The Company continues to identify the ongoing increase in raw material prices as an economic-environment risk factor.
  3. FY2024RestatedAnnual report

    「However, shortages of some semiconductors and electronic components have not been completely resolved, while labor costs and prices have risen and material prices have increased significantly. As a result, some raw materials have become expensive and subject to long lead times.」

    Longer lead times and higher prices for raw materials continue due to shortages of semiconductors and electronic components, rising prices and higher material costs.
  4. FY2024-Q3RestatedAnnual report

    「During the first 3 quarters of the current consolidated fiscal year, Japan's economy continued to face an uncertain outlook. Although socioeconomic activity was returning to normal, including through the reclassification of COVID-19 to Category 5, shortages of some semiconductors and electronic components had not been completely resolved, while the weaker yen, rising prices and higher resource prices resulting from the prolonged situation in Ukraine also had an impact.」

    The Company continues to identify shortages of semiconductors and electronic components, yen depreciation, rising prices and higher resource prices resulting from the situation in Ukraine as external environmental factors.
  5. FY2024-Q2WorsenedAnnual report

    「In terms of profitability, operating profit and ordinary profit fell below the same period of the previous year owing to lower sales and higher raw material prices.」

    Higher raw material prices, together with lower sales, have emerged as an actual factor behind the widening of the operating loss and ordinary loss.
  6. FY2024-Q1WorsenedAnnual report

    「In terms of earnings, operating income, ordinary income and quarterly net income attributable to owners of the parent all fell below the same period of the previous year due to lower sales and higher raw material prices.」

    Higher raw material prices, together with lower sales, have emerged as an actual factor behind the decline in earnings.
  7. FY2023WorsenedAnnual report

    「However, amid the recent global shortage of semiconductors and other components, some raw materials have become expensive and subject to long lead times. As this situation is expected to continue for some time, the Company is taking emergency measures such as placing orders early, while also pursuing permanent measures such as switching to alternative components and materials.」

    In addition to the risk of higher raw material prices, longer lead times and higher prices resulting from shortages of semiconductors and other components continue.
  8. FY2023-Q3RestatedAnnual report

    「During the first 3 quarters of the current consolidated fiscal year, Japan's economy was gradually returning to normal as restrictions on activities imposed in response to COVID-19 were eased. However, the outlook remained uncertain due to the global shortage of semiconductors and electronic components and higher resource prices resulting from the prolonged situation in Ukraine.」

    The Company continues to identify the shortage of semiconductors and electronic components and higher resource prices resulting from the prolonged situation in Ukraine as external risk factors.
  9. FY2023-Q1WorsenedAnnual report

    「During the first quarter of the current consolidated fiscal year, Japan's economy remained in an uncertain situation due to the continued impact of COVID-19, the global shortage of semiconductors and electronic components, and higher resource prices resulting from the prolonged situation in Ukraine.」

    In addition to the existing risk of higher raw material prices, the Company now specifically identifies higher resource prices resulting from the prolonged situation in Ukraine as a new external factor.
  10. FY2022WorsenedAnnual report

    「However, amid the recent global shortage of semiconductors and other components, some raw materials have become expensive and subject to long lead times.」

    In addition to the risk of higher raw material prices, some raw materials are in fact subject to longer lead times and higher prices due to the global shortage of semiconductors and other components.
  11. FY2021RestatedAnnual report

    「The Group monitors raw material price movements and secures stable procurement, but significant increases in raw material prices could affect its operating results.」

    The disclosure continues to identify significant price increases as a risk while monitoring raw material prices and securing stable procurement.
  12. FY2020RestatedAnnual report

    「The Group monitors raw material price fluctuations and secures stable procurement, but significant increases in raw material prices may affect business results.」

    The disclosure continues to identify significant price increases as a risk while monitoring raw material prices and securing stable procurement.
  13. FY2018RestatedAnnual report

    「The Group monitors raw material price fluctuations and secures stable procurement, but significant increases in raw material prices may affect business results.」

    The disclosure continues to identify significant price increases as a risk while monitoring raw material prices and securing stable procurement.
  14. FY2016First statedAnnual report

    「The Group monitors raw material price fluctuations and secures stable procurement, but significant increases in raw material prices may affect business results.」

    While monitoring price fluctuations and securing stable procurement, the disclosure identifies significant increases in raw material prices as a risk.
Moved together

"Dependence on a Specific Customer’s Capital Investment Plans and Replacement Demand" moved the same way as this thread, in the same document, in 4 of its 14 moves.

433333★123456
  1. ★This thread
  2. 1Dependence on a Specific Customer’s Capital Investment Plans and Replacement Demand4×
  3. 2Business structure reform integrating technology, quality, costs and sales3×
  4. 3Growing Demand for Power Supply Equipment for Semiconductor and LCD Manufacturing Equipment3×
  5. 4Deterioration in Operating Cash Flow Due to Increased Inventories, etc., and Increase in Borrowings3×
  6. 5Demand Fluctuation and Technological Innovation Risks in the Semiconductor and FPD Industries3×
  7. 6Risk of Downward Pressure on Economic Activity from the United Kingdom’s Exit from the EU and Economic Downturns in Emerging Asian Economies3×

★ 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.

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Risk of soaring raw material prices | Kyosan Electric Manufacturing Co.,Ltd. (6742) | Komori