Komori
Muro (7264) · InitiativeRestated

Negotiations to reflect major material cost increases in selling prices

First written in FY2022. 4 of 6 entries say "Advanced", first in FY2023-Q3. Latest entry: FY2026.

6entries
5years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2022AdvancedFY2023-Q3 – FY20242022: 120222023: 220232024: 220242025: 020252026: 12026
Same theme, other companies
Raw-Material Price and Procurement Risks for Metals, Resins and Other MaterialsA theme 96 companies write about · 97 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2021: 40 of 73 companies on the "Worse" side.

29 other companies' latest entry also says "Restated".

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 96 companies compared. The sentences above are computed from all 96.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「We are negotiating with customers to reflect increases in procurement prices for major materials, including steel and resin, in selling prices and recover the additional costs. However, customer responses vary, with some customers from whom full recovery is difficult and others for whom the recovery period is delayed.」

    The company continues to negotiate with customers to pass through increases in the prices of major materials, energy and labor and to recover the related costs. Some recovery has been achieved, but full recovery remains difficult from certain customers.
  2. FY2024AdvancedAnnual report

    「We are negotiating with each customer to pass through increases in the prices of consumables, auxiliary materials, electricity and gas, in addition to major materials, and have recovered part of these increases. Next fiscal year, we will pursue negotiations to pass through increases in labor costs. Although full recovery remains difficult from some customers, we will continue persistent negotiations to recover costs appropriately.」

    In addition to material costs, the company is pursuing negotiations and partial recovery of increases in the prices of consumables, auxiliary materials, electricity and gas, and states that it will expand the scope of negotiations to include labor-cost increases next fiscal year.
  3. FY2024-Q3AdvancedAnnual report

    「Net sales in this business for the nine months ended 31 December increased 13.6% year on year to ¥15,869 million. Sales increased as customer production rose following the normalization of component supplies, the pass-through of raw material costs progressed at overseas operations, and the yen value of overseas subsidiaries' sales rose because of the weaker yen, among other factors.」

    The pass-through of raw-material price increases also progressed at overseas bases, and the amount passed through contributed to higher revenue in the metal-related parts business. This demonstrates specific progress from the stagnation in overseas pass-through that remained in the previous fiscal year.
  4. FY2024-Q2AdvancedAnnual report

    「Net sales in this business for the six months ended 30 September increased 14.9% year on year to ¥10,386 million. Sales increased as customer production recovered, including at overseas subsidiaries, the pass-through of material and other costs was reflected in sales, and the weaker yen increased the yen value of overseas subsidiaries' sales, among other factors.」

    The pass-through of increases in material and other costs was reflected in sales and contributed to higher revenue in the metal-related parts business. The results provide more specific confirmation of the progress made in passing through price increases than in the previous fiscal year.
  5. FY2023-Q3AdvancedAnnual report

    「In this environment, consolidated net sales increased to ¥16,119 million, up 5.2% year on year, partly because the pass-through of raw-material and other price increases added to sales. Operating profit fell sharply to ¥160 million, down 85.7% year on year, mainly because electricity and other costs rose substantially during the nine-month period, the pass-through of raw-material and other cost increases, particularly overseas, did not progress, and production efficiency declined amid production cuts.」

    Although the pass-through of raw-material and other price increases contributed to higher sales, the process did not progress overseas, leaving regional differences in the recovery of higher costs.
  6. FY2022First statedAnnual report

    「We are negotiating with each customer to reflect increases in procurement prices for major materials, including steel and resin, in selling prices and recover the additional costs. However, customer responses vary, with some customers from whom full recovery is difficult and others for whom the recovery period is delayed. We will continue persistent negotiations to recover the full increase in the cost of major materials.」

    The company explicitly stated that it will recover increases in the prices of major materials, including steel and resin, through negotiations to reflect them in selling prices to customers. It also noted that full recovery is difficult from some customers and that recovery may be delayed.
Moved together

"Global expansion of Bisrider products and new product development" moved the same way as this thread, in the same document, in 4 of its 6 moves.

443322★123456
  1. ★This thread
  2. 1Global expansion of Bisrider products and new product development4×
  3. 2Improving the operating fundamentals of overseas subsidiaries and strengthening overseas sales and the network4×
  4. 3Deepening penetration of existing customers and strengthening the proposal-based business for environmentally friendly vehicles3×
  5. 4Higher sales and operating profit due to growth at overseas subsidiaries and improvements in Japan and overseas3×
  6. 5Strengthening improvement activities centered on S・Q・C・D2×
  7. 6Acquiring the resin business through the acquisition of いがりグループ as a subsidiary and creating synergies2×

★ 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
Muro's next results are scheduled for 2026-11-13. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.