Passing Through the Cost of High-Cost Materials to Selling Prices
First written in FY2023-Q1. 3 of 6 entries say "Softened", first in FY2024-Q1. Latest entry: FY2024.
Aval Data moved to the "Worse" side of this theme in 2023.
The whole theme swung hardest in 2023: 2 of 9 companies on the "Worse" side.
0 other companies' latest entry also says "Softened".
- FY2024SoftenedAnnual report
「Shipments overall proceeded below expectations because the amount attributable to passing higher component costs through to selling prices decreased and inventory adjustments occurred in some areas, pushing shipments into the next period.」
The Company stated that although it continued to pass higher component costs through to selling prices, the contribution had decreased. Semiconductor manufacturing equipment-related sales also declined 25.7% from the previous fiscal year. - FY2024-Q3RestatedAnnual report
「Although the amount attributable to passing higher component costs through to selling prices decreased, shipments overall proceeded broadly as expected as difficulties in procuring components eased and products from the order backlog were completed and delivered.」
While the Company continued to report a decrease in the amount attributable to passing higher component costs through to selling prices, the easing of component shortages and the completion and delivery of products from the order backlog supported shipments. - FY2024-Q2SoftenedAnnual report
「Although the amount attributable to passing higher component costs through to selling prices decreased, shipments overall proceeded as expected as the partial easing of component shortages from the previous fiscal year enabled progress in completing and delivering products from the order backlog.」
The Company continues to pass higher component costs through to selling prices, but stated that the amount attributable to the pass-through had decreased, indicating a weaker contribution than through the previous fiscal year. - FY2024-Q1SoftenedAnnual report
「Although the amount attributable to passing through higher component costs decreased, shipments generally proceeded as expected, as the partial easing of component shortages from the previous fiscal year enabled progress in completing and delivering products from the order backlog.」
The Company continues to pass higher component costs through to selling prices, but stated that the amount attributable to the pass-through had decreased, indicating a weaker contribution than through the previous quarter. - FY2023-Q2AdvancedAnnual report
「Sales increased substantially as capital spending on semiconductors for logic and foundry applications remained strong and the company passed higher market prices for expensive components on to selling prices. As a result, sales were ¥5,035 million, up 100.9% year on year.」
The pass-through of high-priced component costs to selling prices was reported together with semiconductor manufacturing equipment-related sales of ¥5,035 million, up 100.9% year on year. - FY2023-Q1First statedAnnual report
「Sales increased substantially as the prices of products were raised to pass through the cost of high-priced components purchased on the market.」
The Company explicitly stated for the first time that it had passed the cost of high-priced components purchased on the market through to selling prices.