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Kasai Kogyo (7256) · RiskMaterialised

Deterioration in Material Cost Ratio Due to Changes in Vehicle Model Mix of Sales

First written in FY2019-Q2. 1 of 1 entries say "Materialised", first in FY2019-Q2. Latest entry: FY2019-Q2.

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Same theme, other companies
Profit decline due to worsening product mix and higher fixed costs in the automotive parts businessA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

Kasai Kogyo moved to the "Worse" side of this theme in 2018, 6 years before the typical company in this theme (2024).

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

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  1. FY2019-Q2MaterialisedAnnual report

    「In addition to a tight labor market, labor costs increased due to securing personnel to gain proficiency for new-vehicle launches, and the material-cost ratio deteriorated due to changes in the vehicle sales mix. As a result, segment profit was ¥149.4 million, a decrease of ¥119.3 million year on year (−44.4%).」

    In North America, deterioration in the material-cost ratio due to changes in the vehicle sales mix was cited as a factor behind the 44.4% decline in segment profit.
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Deterioration in Material Cost Ratio Due to Changes in Vehicle Model Mix of Sales | KASAI KOGYO CO.,LTD. (7256) | Komori