Komori
Sanoyas Holdings (7022) · RiskMaterialisedLatest Earnings (2026-10-29): "Restated"

Rising Raw Material, Materials and Energy Prices

First written in FY2016. 8 of 16 entries say "Restated". Latest entry: 2026-10-29.

16entries
11years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017RestatedFY2021-Q3 – FY2021MitigatedFY20242016: 120162017: 120172018: 120182019: 320192020: 120202021: 220212022: 220222023: 120232024: 120242025: 020252026: 32026
Same theme, other companies
Cost increases driven by surging raw material and energy pricesA theme 363 companies write about · 375 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 124 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 376 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-29RestatedEarnings

    「地政学リスク等による部品・部材調達の遅れや原材料価格の上昇が当社の業績全体に影響を与えるリスク」

    地政学リスクを背景とする部品・部材調達遅延および原材料価格上昇のリスクを継続して示している。
  2. FY2026MaterialisedAnnual report

    「In particular, the recent deterioration in the Middle East situation has begun to make procurement of crude-oil- and naphtha-derived materials more difficult and to increase costs through higher prices, which may affect operating results in the future.」

    The Company states that the risk related to raw material, material and energy prices has materialized through procurement difficulties and higher costs resulting from higher prices amid the deteriorating situation in the Middle East.
  3. 2026-05-12WorsenedEarnings

    「中東情勢の緊迫化による原材料調達やエネルギー価格への影響等不透明な状況を踏まえ、減益の見通しとしております。」

    原材料調達・エネルギー価格について、中東情勢の緊迫化に伴う不透明性を2027年3月期業績予想の前提として明示している。
  4. FY2024MitigatedAnnual report

    「As supplies of components and materials gradually normalized, productivity improved. Against a backdrop of strong orders, the Company reported strong results, with higher revenue and profit than in the previous fiscal year.」

    The impact of extended supply lead times for components and materials and higher raw material prices began to diminish, contributing to improved productivity and higher revenue and profit. However, the risk of higher prices remains a risk item.
  5. FY2023-Q3RestatedAnnual report

    「Since autumn 2021, procurement lead times for electronic components and materials used in the Company's products have lengthened and prices have continued to rise.」

    Longer lead times and higher prices for electronic components and materials continue to occur.
  6. FY2023-Q2MaterialisedAnnual report

    「Manufacturing of cosmetic emulsion equipment and agitators declined in revenue because it was already in a period between major deliveries, and was also affected by customers reviewing their equipment plans in response to higher construction-material costs and delivery delays.」

    Higher construction-material costs and delivery delays affected actual results by prompting customers to review their equipment plans and reducing revenue.
  7. FY2023-Q1WorsenedAnnual report

    「Since autumn 2021, procurement lead times for electronic components and materials used in the Company's products have lengthened and prices have continued to rise.」

    The Company explicitly states that prices for electronic components and materials have continued to rise, describing the previously stated risk of raw material and material-price fluctuations as a deterioration in the procurement environment.
  8. FY2021RestatedAnnual report

    「Fluctuations in raw material, material and energy prices are also a factor that may materially affect operating performance. With respect to fluctuations in steel prices, which account for a significant portion of raw materials, the materials procurement division seeks to negotiate prices and to absorb the impact through cost-reduction initiatives including greater efficiency.」

    The Company continues to disclose the risk of fluctuations in raw material, material and energy prices and measures to absorb the impact through price negotiations and greater efficiency.
  9. FY2021-Q3RestatedAnnual report

    「With regard to fluctuations in steel prices, which account for a substantial portion of raw materials, the materials procurement division is working to negotiate prices, while the company is also working to absorb the impact through cost-reduction activities such as efficiency improvements in the construction process.」

    The company continues its policy of responding to steel-price fluctuations through price negotiations by the materials procurement division and efficiency improvements and cost-reduction activities in the construction process.
  10. FY2020-Q3MaterialisedAnnual report

    「Operating profit was an operating loss of ¥2,018 million, compared with an operating loss of ¥62 million in the same quarter of the previous year. Costs remained elevated because of higher material and labor costs, while the yen's appreciation compared with the end of March 2019 reduced expected yen-denominated revenue from US dollar-denominated newbuild vessels already ordered and to be built in the future, including newly ordered vessels.」

    The Company states that higher material and labor costs and persistently elevated costs affected the operating loss in the shipbuilding business.
  11. FY2020-Q2RestatedAnnual report

    「Fluctuations in raw-material, materials and energy prices are also a factor that can have a significant impact on business performance. With regard to fluctuations in steel prices, which account for a substantial portion of raw materials, the materials procurement division is working to negotiate prices, while the company is also working to absorb the impact through cost-reduction activities such as efficiency improvements in the construction process.」

    The Company continues to disclose the risk that fluctuations in raw material, material and energy prices may affect operating results, along with its response through price negotiations and cost reduction.
  12. FY2020-Q1RestatedAnnual report

    「Fluctuations in raw-material, materials and energy prices are also a factor that can have a significant impact on business performance. With regard to fluctuations in steel prices, which account for a substantial portion of raw materials, the materials procurement division is working to negotiate prices, while the company is also working to absorb the impact through cost-reduction activities such as efficiency improvements in the construction process.」

    The Company continues to disclose the risk that fluctuations in raw material, material and energy prices may affect operating results, along with its response through price negotiations and cost reduction.
  13. FY2019-Q3RestatedAnnual report

    「During the third quarter, the Company remained exposed to upward pressure on steel prices, which account for a significant portion of raw materials. The materials procurement division sought to negotiate prices, but the impact of market-price fluctuations could not be avoided, and the Company sought to absorb it through cost-reduction initiatives including greater efficiency.」

    Upward pressure on steel prices and the impact of market-price fluctuations continued, and the Company pursued price negotiations and cost-reduction initiatives to absorb the impact.
  14. FY2019-Q1MaterialisedAnnual report

    「During the first quarter, the Company remained exposed to upward pressure on steel prices, which account for a significant portion of raw materials. The materials procurement division sought to negotiate prices, but the impact of market-price fluctuations could not be avoided, and the Company sought to absorb it through cost-reduction initiatives including greater efficiency.」

    The Company states that upward pressure on steel prices continued to affect the current quarter, and that it is working to absorb the impact through price negotiations and cost-reduction initiatives.
  15. FY2017RestatedAnnual report

    「Higher prices for raw materials such as ferrous and non-ferrous metals, oil and coal have raised the prices of materials procured by the Group, including steel for shipbuilding, as well as electricity and other energy. Given the Group's business characteristics, centered on long-term make-to-order production, these increases may raise costs and affect operating results.」

    The Company reiterates the structure in which higher raw material, material and energy prices pose a cost risk to long-term make-to-order production.
  16. FY2016First statedAnnual report

    「Higher prices for raw materials such as ferrous and non-ferrous metals, oil and coal have raised the prices of materials procured by the Group, including steel for shipbuilding, as well as electricity and other energy. Given the Group's business characteristics, centered on long-term make-to-order production, these increases may raise costs and affect operating results.」

    Given its business model centered on long-term make-to-order production, the Company identifies higher material and energy prices as a cost risk.
Moved together

"Strengthening domestic amusement-ride sales in anticipation of demand from inbound visitors" moved the same way as this thread, in the same document, in 2 of its 16 moves.

2222★1234
  1. ★This thread
  2. 1Strengthening domestic amusement-ride sales in anticipation of demand from inbound visitors2×
  3. 2Fluctuations in Economic Conditions, Manufacturing and Leisure Demand2×
  4. 3Exchange-Rate Fluctuations Associated with Imports, Exports, and Foreign-Currency-Denominated Contracts2×
  5. 4Construction delays caused by longer procurement lead times for electronic components and materials2×

★ 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
Sanoyas Holdings's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Earnings of 2026-10-29: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.