Fluctuations in Product and Purchase Prices and Reliance on Specific Suppliers
First written in FY2016. 9 of 20 entries say "Worsened", first in FY2021-Q3. Latest entry: 2026-08-05.
Suzuki Motor moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.
The whole theme swung hardest in 2021: 24 of 53 companies on the "Worse" side.
15 other companies' latest entry also says "Worsened".
- 2026-08-05WorsenedRevision of earnings forecasts
「However, as the negative impact on profit from the surge in raw material prices caused by the situation in the Middle East is expected to exceed these positive effects, we forecast operating profit of ¥540 billion, a decrease of ¥30 billion from the previous forecast.」
The impact of soaring raw material prices exceeded the positive effects of foreign exchange movements and higher unit sales, becoming a factor behind the downward revision to the full-year operating profit forecast. - FY2026MitigatedAnnual report
「The Group is pursuing measures to improve profitability, including cost-reduction activities, strengthening its supplier base and optimizing product prices in consideration of changes in input costs resulting from fluctuations in raw material prices and efforts to strengthen its supplier base.」
In response to fluctuations in raw material and component prices, the company continues to pursue cost reductions, strengthen its supplier base and optimize product prices. As the impact of higher raw material prices remains in recent results, it does not state that the risk itself has been eliminated. - 2026-05-14WorsenedRevision of earnings forecasts
「We recognize the impact of the situation in the Middle East on production as a significant risk. At present, however, risk management has enabled us to avoid disruptions to the Company's supply chain, and production has been maintained. Meanwhile, the outlook remains uncertain with regard to higher raw material prices, increased logistics costs, transportation disruptions, and the impact on sales activities in certain regions.」
Identified fluctuations in procurement prices, as well as higher logistics costs, transportation disruptions, and impacts on sales activities associated with the situation in the Middle East, as uncertain risks. - FY2026-H1WorsenedAnnual report
「Operating profit decreased by ¥58.5 billion, or 17.5%, year on year to ¥276.5 billion. This reflected a solid performance in the Japanese automobile business, offset by changes in market conditions, higher raw material prices and lower automobile unit sales in India and Europe.」
Higher raw material prices were cited, together with changes in market conditions and lower sales volumes, as a factor behind lower operating profit, indicating that the impact of price fluctuation risks on results continues. - FY2025WorsenedAnnual report
「However, procurement of some components depends on specific suppliers, while for other components, even where the Group has diversified its primary suppliers, those primary suppliers depend on specific secondary or lower-tier suppliers for procurement.」
The company specified risks in component procurement that cannot be resolved solely by diversifying primary suppliers, including dependence on specific secondary and lower-tier suppliers, economic security concerns and the discovery of human rights violations. - FY2024MitigatedAnnual report
「Regarding the business environment and results surrounding the Group during the consolidated fiscal year, the resolution of the semiconductor shortage increased four-wheel vehicle production and sales volumes compared with the previous fiscal year and improved the model mix.」
The impact of supply constraints caused by the semiconductor shortage was eliminated, leading to higher production and sales volumes and an improved model mix. - FY2024-Q3MitigatedAnnual report
「Net sales, operating income, ordinary income and quarterly net income attributable to owners of the parent all reached record highs, helped by foreign exchange effects, the easing of semiconductor shortages and initiatives including appropriate pricing in line with costs.」
The elimination of the impact of the semiconductor shortage and appropriate product pricing were cited as factors behind higher sales and higher profit, while the impact of component supply shortages and fluctuations in raw material and other prices on results was partially mitigated. - FY2024-Q2MitigatedAnnual report
「Asia reported higher sales and higher profit due to improvements such as changes in the sales mix, including price increases, and the easing of the impact of raw material prices.」
The easing of the impact of raw material prices in Asia was cited as a factor behind higher sales and higher profit, indicating that the effect of rising raw material prices on results had been partially mitigated. - FY2024-Q1MitigatedAnnual report
「Asia reported higher sales and higher profit due to improvements such as changes in the sales mix, including price increases, and the easing of the impact of raw material prices.」
The easing of the impact of raw material prices in Asia was cited as a factor behind higher sales and higher profit, indicating that the effect of rising raw material prices on results in the region had been partially mitigated. - FY2023WorsenedAnnual report
「As a result, profit was reduced by ¥93.9 billion compared with the previous consolidated fiscal year. In addition, for the fiscal year ending March 2024, a ¥20.0 billion reduction in profit is expected compared with the current consolidated fiscal year.」
The impact of higher raw material and component prices on profit reached ¥93.9 billion in the current fiscal year, and was projected to reach ¥20.0 billion in the following fiscal year. The company stated that it was pursuing cost reductions and passing costs through to prices, but had not fully overcome the issue. - FY2023-Q3MaterialisedAnnual report
「Europe reported lower profit due to decreased sales resulting from higher raw material prices and product supply shortages, among other factors.」
Higher raw material prices and product supply shortages continued to materialize in actual results in Europe as lower sales and lower profit. The cited risk itself contains no specific figures. - FY2023-Q2MaterialisedAnnual report
「Europe reported lower profit due to decreased sales resulting from higher raw material prices and product supply shortages, among other factors.」
Higher raw material prices and product supply shortages materialized in actual results in Europe as lower sales and lower profit. - FY2023-Q1MaterialisedAnnual report
「By location, Japan reported higher sales and higher profit due to the impact of foreign exchange and increased exports, among other factors. Asia also reported higher sales and higher profit due to improvements such as changes in the sales mix, including price increases, and increased sales in India. Other regions reported higher sales and higher profit due to increased sales in Africa, among other factors. Europe reported lower sales and lower profit due to decreased sales resulting from product supply shortages.」
Product supply shortages materialized in actual results as lower sales in Europe, resulting in lower sales and lower profit. - FY2022WorsenedAnnual report
「As a result of the impact of plant shutdowns and other factors caused by shortages of components, production was reduced by 260,000 units in Japan and 200,000 units overseas, or 460,000 units in total, compared with the initial production plan for four-wheel vehicles for the consolidated fiscal year. The impact continued into the fiscal year ending March 2023, and the outlook remained uncertain.」
The impact of production cuts caused by component shortages reached a total of 460,000 units in Japan and overseas, and was stated to be expected to continue into the following fiscal year. - FY2022-Q3WorsenedAnnual report
「However, in the third quarter consolidated accounting period, covering the 3 months from October to December, sales decreased by ¥4.6 billion, or 0.5%, year on year to ¥900.7 billion, despite improvements in unit prices and yen depreciation against foreign currencies, due to the impact of production cuts resulting from shortages of components, including semiconductors. Operating profit decreased by ¥16.3 billion, or 25.6%, to ¥47.6 billion due to the impact of production cuts, higher raw material prices and increases in various expenses, among other factors.」
Shortages of components, including semiconductors, and higher raw material prices continued to affect results, resulting in quarterly production cuts, a 0.5% decrease in sales and a 25.6% decrease in operating profit. - FY2022-Q2WorsenedAnnual report
「However, during the second quarter consolidated accounting period, sales decreased by ¥16.7 billion, or 2.0%, year on year to ¥828.2 billion due to production cuts resulting from shortages of components, including semiconductors, and the impact of COVID-19. Operating profit decreased by ¥29.0 billion, or 39.3%, to ¥44.6 billion due to the impact of production cuts, higher raw material prices and other factors.」
Continued shortages of components, including semiconductors, and higher raw material prices further materialized as factors affecting results, including second-quarter production cuts and the 39.3% decrease in operating profit. - FY2022-Q1MaterialisedAnnual report
「However, due to the renewed spread of COVID-19 in India, production cuts in Japan caused by the semiconductor shortage, higher raw material prices and increased R&D expenses, sales were ¥62.1 billion lower and operating profit was ¥8.2 billion lower than in the same period two years earlier, and had not returned to the levels of two years earlier.」
Production cuts in Japan due to the semiconductor shortage and higher raw material prices affected actual results and were cited as factors behind the ¥62.1 billion decrease in sales and ¥8.2 billion decrease in operating profit from the same period two years earlier. - FY2021MaterialisedAnnual report
「Although semiconductor shortages affected parts procurement and consequently disrupted operations at some plants during the consolidated fiscal year, the impact was limited after measures including cancelling overtime and work on holidays. However, the impact continued in the fiscal year ending March 2022, and the outlook remained uncertain. … The impact of fluctuations in raw material prices reduced profit by ¥17.6 billion in the fourth quarter compared with the fourth quarter of the previous fiscal year.」
The semiconductor shortage actually affected operations at some plants, while raw material price fluctuations reduced fourth-quarter profit by ¥17.6 billion. - FY2021-Q3WorsenedAnnual report
「During the subsequent third quarter (October to December), production and sales activities continued to normalize, supported by a strong festival season in India. However, the Group's operating environment remains extremely uncertain due to the spread of COVID-19 variants, semiconductor shortages and rising raw material prices.」
In connection with the existing risks from shortages and price fluctuations in parts and raw materials, semiconductor shortages and rising raw material prices were identified as specific sources of uncertainty in the current operating environment. - FY2016First statedAnnual report
「Various factors, including shortages and price increases for specific parts and raw materials, unstable economic conditions, amendments to import regulations and intensifying price competition, may cause sharp fluctuations in the Group's product and procurement prices.」
The disclosure cites shortages and price increases for parts and raw materials, as well as the inability to procure supplies stably due to accidents at specific suppliers.