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Tamura (6768) · RiskWorsenedLatest Financial results briefing materials (2026-08-05): "Materialised"

Surging Prices for Copper, Steel, Petrochemical Materials and Other Raw Materials

First written in FY2017. 7 of 21 entries say "Materialised", first in FY2018-Q1. Latest entry: 2026-08-05.

21entries
10years
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2019-Q3RestatedFY2023-Q2 – FY20232017: 220172018: 320182019: 120192020: 020202021: 420212022: 420222023: 220232024: 020242025: 120252026: 42026
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 357 companies write about · 369 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 122 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 370 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「However, during periods of sharp increases, the timing of price revisions could not keep pace, and profitability declined, particularly in the latter half of the fiscal period.」

    Although market-linked pricing for materials is in operation, price revisions lagged during periods of sharp price increases, and profitability actually declined.
  2. 2026-05-11WorsenedRevision of earnings forecasts

    「Sales increased in line with the substantial rise in material prices under a market-linked pricing system. However, during periods of rapid price increases, price revisions failed to keep pace, particularly in the latter half of the fiscal year, resulting in lower profitability.」

    Market-linked pricing continued to be used, but during periods of sharp increases in material prices, delayed price revisions resulted in an actual decline in profitability.
  3. FY2026-H1MitigatedAnnual report

    「In solder paste, sales increased in line with rising material prices as a result of market-linked pricing, in addition to the steady performance of automotive applications.」

    The company states that market-linked pricing functioned in response to higher material prices and led to increased sales.
  4. FY2023RestatedAnnual report

    「For key materials, the company takes measures to absorb the effects of price fluctuations through regular market-linked price revisions. However, if material prices fluctuate sharply and price revisions cannot keep pace, earnings may come under pressure.」

    The risk of material price fluctuations and the policy of responding through market-linked price revisions continue.
  5. FY2023-Q3RestatedAnnual report

    「In addition to steady solder paste sales, efforts to revise prices in response to the significant rise in tin prices, the main raw material, contributed to higher sales.」

    While the significant rise in tin prices continues, the company also continues to respond through price revision efforts.
  6. FY2023-Q2RestatedAnnual report

    「Efforts to revise prices in response to the significant rise in tin prices, the main raw material for solder paste, also contributed to higher sales.」

    While tin prices continue to rise sharply, the company continues to respond through price revision efforts.
  7. FY2023-Q1MitigatedAnnual report

    「In response to rising material prices, the company pursued price revisions to secure an appropriate level of earnings.」

    The company continues to pursue price revisions in response to rising material prices to secure an appropriate level of earnings.
  8. FY2022MitigatedAnnual report

    「The business was significantly affected by higher prices for materials such as copper and steel during the first half of the fiscal year, but the effects of market-linked price revisions caught up in the second half.」

    Although surging prices of materials such as copper and steel pressured earnings in the first half of the fiscal year, the effects of price revisions caught up in the second half, partially easing the impact.
  9. FY2022-Q3ReframedAnnual report

    「Although prices of copper and steel used in electronic equipment manufacturing had begun to stabilize, tin prices, a raw material for joining materials, continued to surge, and the operating environment remained challenging.」

    The focus of raw material price risk has shifted from surging copper and steel prices to tin, whose price continues to rise, and its impact on business operations.
  10. FY2022-Q2WorsenedAnnual report

    「The operating environment remained challenging as prices of raw materials such as copper, steel and tin used in joining materials for electronic equipment continued to surge, while procurement of components, particularly semiconductors, became difficult.」

    In addition to the previous increases in copper and steel prices, surging tin prices for joining materials and difficulty procuring semiconductors and other components continued, expanding the risk related to raw material and component costs.
  11. FY2022-Q1WorsenedAnnual report

    「The operating environment remained challenging as prices of raw materials such as copper, steel and petrochemical products surged and procurement of components, particularly semiconductors, became difficult.」

    Surging prices of copper, steel and petrochemical products continued, while difficulty procuring semiconductors and other components added to the risk related to raw material and component costs.
  12. FY2021MaterialisedAnnual report

    「Recently, rising prices of metals used as raw materials for solder paste have become a concern as a factor weighing on profit.」

    Rising prices of raw materials such as copper, steel and other metals have actually become a factor weighing on profit, and the company is pursuing price revisions in response.
  13. FY2021-Q3MaterialisedAnnual report

    「Meanwhile, at production sites in China, appreciation of the renminbi against the US dollar, rising copper prices, and costs associated with production-site reorganization became factors weighing on profit.」

    Although material prices had been indicated as having normalized in the previous fiscal year, rising copper prices actually emerged as a factor weighing on profit at production sites in China.
  14. FY2019-Q3MitigatedAnnual report

    「In the electronic components-related business, the resolution of difficulties in procuring components and normalization of material prices such as copper provided a tailwind for profit, but」

    The resolution of procurement difficulties and normalization of material prices such as copper partially eased earnings pressure related to raw material prices and procurement.
  15. FY2019-Q1RestatedAnnual report

    「The operating environment for corporate production activities remained challenging due to surging market prices and delivery delays caused by supply shortages of some components, as well as rising labor costs and difficulty recruiting personnel in China.」

    High market prices for components continued alongside supply shortages and delivery delays and were identified as a factor affecting production activities.
  16. FY2018MaterialisedAnnual report

    「In the latter half of fiscal 2017, surging market prices caused by supply shortages of some components, rising prices of materials such as copper, and volatile foreign exchange movements affected results, causing profitability to decline somewhat despite solid sales.」

    Higher material prices materialized, with rising prices of materials such as copper becoming a factor behind lower profitability.
  17. FY2018-Q3MaterialisedAnnual report

    「Recently, concerns have also arisen over delays in procuring some components, rising prices of materials such as copper, and foreign exchange fluctuations.」

    Rising prices of materials such as copper also emerged as an actual concern during the third quarter.
  18. FY2018-Q1MaterialisedAnnual report

    「In the electronic chemicals business, rising prices of metals used as raw materials became a factor weighing on profit, among other factors,」

    The risk of surging raw material prices materialized, with rising metal prices becoming a factor weighing on profit in the electronic chemicals business.
  19. FY2017First statedAnnual report

    「When prices surge due to fluctuations in the global supply-demand balance for these materials or speculative market movements, the company takes measures to mitigate or avoid the risks, but costs may increase.」

    Surging prices of copper, steel and petrochemical materials used in electronic components and electronic chemical products, as well as difficulty passing through these costs, are identified as risks.
Moved together

"Sharp Foreign-Exchange Movements and Global Economic Instability" moved the same way as this thread, in the same document, in 8 of its 21 moves.

876554★123456
  1. ★This thread
  2. 1Sharp Foreign-Exchange Movements and Global Economic Instability8×
  3. 2Supply-Cost Concerns Arising from Delayed Component Procurement and Price Increases7×
  4. 3Accelerating Structural Reform, Foreign-Exchange Measures and Cost Reduction in the Electronic Components Business6×
  5. 4Higher Ordinary Income and Net Income Attributable to Owners of the Parent Despite Slightly Higher Sales and Lower Operating Income5×
  6. 5Expanding the Customer Base and Product Range in Air-Conditioning and LED Applications5×
  7. 6Declining Demand and Deteriorating Profitability for AC Adapters, Chargers and Other Unit Products4×

★ 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 Tamura yet. It last moved in the Financial results briefing materials of 2026-08-05: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Surging Prices for Copper, Steel, Petrochemical Materials and Other Raw Materials | TAMURA CORPORATION (6768) | Komori