Price increases and supply concerns for electricity, raw materials and components
First written in FY2017. 5 of 14 entries say "Materialised", first in FY2022-Q3. Latest entry: 2026-11-09.
Mikuni moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2021: 4 of 10 companies on the "Worse" side.
8 other companies' latest entry also says "Worsened".
- 2026-11-09WorsenedResults
「国内における原材料価格の高騰や人件費の増加」
原材料価格の高騰に加え、人件費の増加がモビリティ事業の利益押下要因として記載されている。 - FY2027-H1WorsenedAnnual report
「Meanwhile, operating profit was ¥863 million, down 32.2%, mainly due to surging raw material prices and higher labor costs in Japan, delays in productivity improvements at the North American operations, and the appreciation of the Mexican peso against the US dollar.」
It stated that surging raw material prices and higher labor costs had pressured profit in the Mobility Business, with the impact of rising costs reflected in the results. - FY2026MitigatedAnnual report
「The Group secures multiple suppliers and considers alternative products to ensure stable procurement. However, if soaring material prices or procurement difficulties arise due to heightened geopolitical risks or a deterioration in the supply-demand balance, the Group’s financial position and operating results may be affected. The Group is also working to appropriately pass on higher costs through pricing.」
The risk of soaring material prices and procurement difficulties continues, while the company specifically describes responses including multiple suppliers, consideration of alternative products and passing on costs through pricing. - FY2025Expanded to include cost-increase risks such as inflation and higher labour costsAnnual report
「Response to higher prices and labour costs associated with global inflation」
In addition to the existing issues of electricity, raw material and parts prices and supply uncertainty, the company explicitly identifies higher prices and labour costs resulting from global inflation as challenges. It cites diversifying suppliers, considering alternatives and passing on costs through pricing as countermeasures. - FY2024-Q3RestatedAnnual report
「Although we worked to improve production efficiency, operating profit amounted to ¥1.602 billion, down 8.5% year on year, as a result of the impact of continued increases in raw-material prices and other costs.」
The company states that higher raw material prices and other factors affected profit in the mobility business, indicating that the impact of price increases is continuing. - FY2024-Q2RestatedAnnual report
「Although higher raw-material prices and other factors had an impact, operating profit was ¥1.014 billion, up 37.4% year on year, owing to efforts to improve profitability, including higher production efficiency, as well as the impact of foreign currency translation.」
The company states that higher raw material prices and other factors affected profit in the mobility business, indicating that the impact of price increases is continuing. - FY2024-Q1RestatedAnnual report
「Although higher raw-material prices and other factors had an impact, operating profit was ¥622 million, up 32.1% year on year, owing to efforts to improve profitability, including higher production efficiency, as well as the impact of foreign currency translation.」
The company states that higher raw material prices and other factors affected profit in the mobility business, indicating that the impact of price increases on actual results is continuing. - FY2023-Q3MaterialisedAnnual report
「Operating profit was ¥1,789 million, down 36.7% year on year, partly due to the impact of sharp increases in raw material, transportation and fuel costs.」
Sharp increases in raw material, transportation and fuel costs are reflected in actual results as a decline in operating profit in the automotive-related products business. For the Group as a whole, operating profit declined 36.5% year on year due to higher raw material and transportation costs. - FY2023-Q2MaterialisedAnnual report
「Operating profit was ¥724 million, down 61.9% year on year, partly due to the impact of higher raw material and transportation costs.」
Higher raw material and transportation costs are reflected in actual results as a decline in operating profit for the Group as a whole. The company also cites the impact of higher fuel costs on the automotive-related products business. - FY2023-Q1MaterialisedAnnual report
「The impact of shortages of parts such as semiconductors persisted for an extended period. Operating profit was ¥468 million, down 62.9% year on year, partly due to the impact of sharp increases in raw material prices and fuel costs.」
In addition to the prolonged shortage of parts, sharp increases in raw material prices and fuel costs are reflected in actual results as a decline in operating profit in the automotive-related products business. - FY2022MaterialisedAnnual report
「In the automotive industry supply chain, shortages of parts such as semiconductors persisted for an extended period. Other businesses were also affected by higher energy, raw material and logistics costs.」
Shortages of parts and higher energy, raw material and logistics costs are having an actual impact on the Group’s operating environment and the performance of its individual businesses. - FY2022-Q3MaterialisedAnnual report
「On the other hand, in addition to difficulties procuring components, the operating loss was ¥276 million, compared with an operating loss of ¥213 million in the same period of the previous year, partly due to higher raw material prices and logistics costs.」
Supply uncertainty and higher prices for parts and raw materials, together with higher logistics costs, are reflected in actual results as an operating loss in the household equipment-related products business. - FY2020MitigatedAnnual report
「The prices of electricity, raw materials and other inputs required for the Group’s production activities may fluctuate rapidly, creating a risk that production activities will be affected. To address this risk, the Group secures multiple suppliers and works to stabilise production.」
The company specifically describes securing multiple suppliers as a response to the risk of price fluctuations for electricity, raw materials and other inputs. - FY2017First statedAnnual report
「There is a risk of sharp price increases and supply uncertainty affecting the electricity, raw materials and parts required for the products supplied by the Group,」
The company has newly stated that sharp increases in the prices of electricity, raw materials and parts, and supply uncertainty, may affect operating results and financial position.