Komori
Toa (6809) · RiskRestated

Risk of higher costs due to soaring raw material prices and rising transportation costs

First written in FY2022-Q3. 9 of 12 entries say "Restated". Latest entry: FY2026.

12entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q2 – FY20262022: 420222023: 320232024: 320242025: 120252026: 12026
Same theme, other companies
Rising Procurement Costs Driven by Component Raw Materials, Transportation Costs and Yen DepreciationA theme 50 companies write about · 50 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2019: 13 of 20 companies on the "Worse" side.

9 other companies' latest entry also says "Restated".

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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「During the fiscal year, the domestic economy showed signs of recovery, supported by increased capital investment and improvements in employment and income conditions. However, the global economy remained uncertain due to higher raw material and energy prices, rising prices, heightened geopolitical risks caused by unstable international conditions including tensions in the Middle East, developments in US trade policy, and rapid foreign exchange fluctuations.」

    Surging raw material and energy prices and rising prices were identified as ongoing external-environment risks, along with geopolitical risks and exchange-rate fluctuations.
  2. FY2026-H1RestatedAnnual report

    「During the six-month interim period, the domestic economy showed signs of recovery, supported by increased inbound demand and improvements in employment and income conditions. However, the global economy remained uncertain due to persistently high raw material prices, rising prices, heightened geopolitical risks caused by unstable international conditions, developments in the economic policies of the US administration, and rapid foreign exchange fluctuations.」

    Persistently high raw material prices and rising prices are identified as ongoing external-environment risks, along with geopolitical risks and exchange-rate fluctuations. The disclosure states that there have been no material changes in business and other risks.
  3. FY2025-H1RestatedAnnual report

    「During the six-month interim period, the domestic economy showed signs of recovery, supported by stronger capital investment appetite and improvements in employment and income conditions. However, the global economy remained uncertain due to persistently high raw material prices, rising prices, heightened geopolitical risks caused by unstable international conditions, and rapid foreign exchange fluctuations.」

    Persistently high raw material prices and rising prices continue to be identified as external-environment risks, along with geopolitical risks and exchange-rate fluctuations.
  4. FY2024RestatedAnnual report

    「However, if difficulties procuring raw materials and electronic components, and soaring prices for these items, continue to occur, they may affect the production activities, business performance, financial condition, and other aspects of the group.」

    Risks to production and business performance due to difficulties procuring raw materials and electronic components and soaring prices remain ongoing.
  5. FY2024-Q3RestatedAnnual report

    「However, the global economic outlook remains uncertain due to persistently high raw material prices, rising prices, heightened geopolitical risks caused by unstable international conditions, rapid foreign exchange fluctuations, and slowing economic growth in China.」

    Elevated raw material prices, inflation, geopolitical risks, exchange-rate fluctuations, and slowing growth in the Chinese economy have been identified as ongoing external risks.
  6. FY2024-Q2RestatedAnnual report

    「Meanwhile, the outlook for the global economy remains uncertain due to elevated raw material prices, inflation, and geopolitical risks arising from unstable international conditions, as well as rapid exchange-rate fluctuations and rising interest rates.」

    Uncertainty due to elevated raw material prices, inflation, geopolitical risks, exchange-rate fluctuations, and rising interest rates remains ongoing.
  7. FY2024-Q1RestatedAnnual report

    「However, the global economic outlook remains uncertain due to persistently high raw material prices, rising prices, heightened geopolitical risks including the prolonged situation in Ukraine, rapid foreign exchange fluctuations, and rising interest rates.」

    Continued elevated raw material prices and inflation have been identified as ongoing risks.
  8. FY2023-Q3RestatedAnnual report

    「During the nine-month period ended the third quarter, socioeconomic activity continued to normalize due to the spread of COVID-19 vaccines and the easing of restrictions on movement. However, the global economic outlook remained uncertain due to higher prices for raw materials such as crude oil, natural gas, steel and semiconductors, rising transportation costs, heightened geopolitical risks including the prolonged situation in Ukraine, and rapid foreign exchange fluctuations.」

    Continued high raw material prices and rising transportation costs are putting pressure on profit through higher operating expenses.
  9. FY2023-Q2RestatedAnnual report

    「During the six-month period ended the second quarter, socioeconomic activity continued to normalize due to the spread of COVID-19 vaccines and the easing of restrictions on movement. However, the global economic outlook remained uncertain due to higher prices for raw materials such as crude oil, natural gas, steel and semiconductors, rising transportation costs, heightened geopolitical risks including the prolonged situation in Ukraine, and the rapid depreciation of the yen.」

    Continued soaring raw material prices and rising transportation costs have contributed to higher operating expenses and a significant decline in operating profit.
  10. FY2023-Q1MaterialisedAnnual report

    「With respect to profit, operating profit was a loss of ¥302 million, down ¥250 million year on year, due to higher operating expenses, including soaring raw material prices and transportation costs.」

    Soaring raw material prices and rising transportation costs have appeared in actual business performance as higher operating expenses and are contributing to the expansion of the operating loss.
  11. FY2022MaterialisedAnnual report

    「However, electronic components, primarily semiconductors, are currently difficult to procure because of tight demand, and there is a risk that this situation will continue. There is also a risk that purchase prices will rise further due to higher crude oil prices and supply-demand conditions.」

    Difficulty procuring semiconductors and other components, along with soaring raw material prices, has become a specific risk, and actual business performance has been affected by lost sales opportunities due to difficulties obtaining components and higher cost ratios due to soaring raw material prices.
  12. FY2022-Q3First statedAnnual report

    「However, continued attention is required regarding the outlook for the global economy, including concerns about a renewed spread of infections due to the prevalence of variant viruses, soaring prices for raw materials such as crude oil, natural gas, and steel, and semiconductors, as well as rising transportation costs.」

    Soaring prices for raw materials such as crude oil, natural gas, steel, and semiconductors, together with rising transportation costs, were identified for the first time as external risks. In addition, higher cost ratios caused by soaring raw material prices and other factors have been cited in the explanation of actual business performance.
Moved together

"Slowdown in Overseas Economies and Instability in Stock Prices and Foreign Exchange Rates" moved the same way as this thread, in the same document, in 2 of its 12 moves.

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  2. 1Slowdown in Overseas Economies and Instability in Stock Prices and Foreign Exchange Rates2×

★ 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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Toa's next results are scheduled for 2026-11-04. Read the earnings preview
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