Komori
Naikai Zosen (7018) · RiskWorsened

Risk of significant increases in electricity and other energy prices

First written in FY2023. 1 of 3 entries say "Softened", first in FY2024. Latest entry: FY2026.

3entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023SoftenedFY20242023: 120232024: 120242025: 020252026: 12026
Same theme, other companies
Increase in business costs due to rising utility costsA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

Naikai Zosen moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).

1 other company's latest entry also says "Worsened".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「In the operating environment surrounding the company, prices of petroleum-related products such as paint and thinner are expected to rise due to the situation in the Middle East, while equipment prices and labor costs outside petroleum products are also expected to continue increasing, resulting in a difficult operating environment.」

    The company’s view has shifted from the previous fiscal year’s “concerns about increases” to an expectation that prices of petroleum-related products, equipment and labor will continue to rise, placing greater emphasis on the difficulty of the operating environment.
  2. FY2024SoftenedAnnual report

    「The operating environment surrounding the company remains uncertain, with concerns about increases in electricity and other energy prices, continued rises in steel and equipment prices, and factors including sharp foreign-exchange fluctuations.」

    For energy prices, the wording has changed from “significant increases” in the previous fiscal year to “concerns about increases” in the current fiscal year. Continued increases in steel and equipment prices and foreign-exchange fluctuations remain cited as factors contributing to uncertainty.
  3. FY2023First statedAnnual report

    「In addition to significant increases in electricity and other energy prices, factors of concern include rising steel and equipment prices and sharp foreign-exchange fluctuations, and difficult conditions are expected to continue.」

    The company has, for the first time, separately identified significant increases in electricity and other energy prices as a concern in the operating environment, alongside equipment price increases and foreign-exchange fluctuations.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Naikai Zosen's next results are scheduled for 2026-11-05. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.