Risk of shortages and price increases for raw materials and components, and supply stoppages
First written in FY2021. 9 of 15 entries say "Materialised", first in FY2022. Latest entry: 2026-08-06.
Murakami moved to the "Worse" side of this theme in 2022, 1 year after the typical company in this theme (2021).
The whole theme swung hardest in 2021: 35 of 55 companies on the "Worse" side.
14 other companies' latest entry also says "Materialised".
- 2026-08-06MaterialisedEarnings
「Operating profit was ¥1,944 million, down ¥424 million, or 17.9%, from the first quarter of the previous fiscal year, due to higher materials costs in Japan and increased tariff burdens in the United States, among other factors.」
Higher materials costs actually occurred as a factor behind the decline in operating profit, and the risk of rising procurement and manufacturing costs continues to affect results. - FY2026MaterialisedAnnual report
「As cost increases from the impact of additional tariffs, soaring raw material prices and wage increases continue, we are continuing negotiations to recover these costs.」
Higher procurement and manufacturing costs resulting from soaring raw material prices and other factors have continued to materialize, requiring negotiations to recover the costs. - 2026-05-13MaterialisedEarnings
「As cost increases from the impact of additional tariffs, soaring raw material prices and wage increases continue, we are continuing negotiations to recover these costs.」
The ongoing increase in costs from higher raw material prices, additional tariffs and wage increases, as well as negotiations to recover those costs, is reflected in the company's operating results. - FY2026-H1RestatedAnnual report
「During the interim consolidated accounting period, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」
States that there have been no new developments or material changes in the existing risks related to shortages and price increases for raw materials and parts or supply disruptions. - FY2024-Q3MaterialisedAnnual report
「Operating income was ¥3,632 million, due mainly to higher prices for imported parts in Japan resulting from the weaker yen and increased transportation costs related to China’s lockdown measures, approximately the same level as in the cumulative third quarter of the previous fiscal year.」
Procurement risks from higher raw material and logistics costs, including increased prices for imported parts due to the weaker yen and higher transportation costs related to China’s lockdown measures, continued to affect operating income. - FY2024-Q2MaterialisedAnnual report
「As the impact of automakers’ production cuts caused by semiconductor part shortages and other factors diminished, sales of automotive rearview mirrors and other products increased. Net sales rose by ¥4,380 million, or 20.7%, from the cumulative second quarter of the previous fiscal year to ¥25,590 million. Operating income was affected by the higher material cost ratio, including soaring purchase prices and the impact of the weaker yen on imported parts, but increased sales resulted in operating income of ¥1,636 million, up ¥891 million, or 119.7%, from the cumulative second quarter of the previous fiscal year.」
The higher material cost ratio resulting from soaring purchase prices and the weaker yen’s impact on imported part prices actually affected operating income. Meanwhile, higher sales drove a 119.7% year-on-year increase in operating income in Japan. - FY2024-Q1MaterialisedAnnual report
「Operating income was affected by the higher material cost ratio, including soaring purchase prices and the impact of the weaker yen on imported parts, as well as higher electricity and logistics costs. However, driven by higher net sales, it amounted to ¥625 million, an increase of ¥415 million, or 197.5%, from the cumulative first quarter of the previous fiscal year.」
Soaring purchase prices, higher prices for imported parts due to the weaker yen, and increased electricity and logistics costs actually affected operating income in the Japan segment. - FY2023-Q3MaterialisedAnnual report
「Operating profit amounted to ¥3,632 million, as higher prices for imported components caused by the weaker yen in Japan and increased transportation costs associated with lockdown measures in China, among other factors, resulted in profit being almost unchanged from the nine months ended the third quarter of the previous fiscal year.」
Procurement risks from higher raw material and logistics costs, including increased prices for imported parts due to the weaker yen and higher transportation costs related to China’s lockdown measures, actually affected operating income. - FY2023-Q2MaterialisedAnnual report
「Operating income was ¥2,379 million, down ¥235 million, or 9.0%, from the first six months of the previous fiscal year, mainly due to higher prices for imported components resulting from the weaker yen in Japan and increased transportation costs related to lockdown measures in China.」
Higher raw material and logistics costs, including increased prices for imported parts due to the weaker yen, higher transportation costs related to China’s lockdown measures, and soaring material prices and logistics costs in North America, actually affected operating income. - FY2023-Q1RestatedAnnual report
「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
Reconfirms that there have been no new developments or material changes in the existing risks related to shortages and price increases for raw materials and parts or supply disruptions. - FY2022MaterialisedAnnual report
「Rapid demand recovery as the economy reopened brought supply chain issues to the fore, including higher crude oil and raw material prices, logistics disruptions, and semiconductor shortages. Recovery began to slow from the second half of 2021.」
States that traditional procurement risks, including higher raw material prices, logistics disruptions, and semiconductor shortages, materialized as supply chain issues and led to a slowdown in the recovery. - FY2022-Q3RestatedAnnual report
「During the nine-month period ended [the current third quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
States that there have been no new developments or material changes in the existing risks related to shortages and price increases for raw materials and parts or supply disruptions. - FY2022-Q2RestatedAnnual report
「During the six-month period ended [the current second quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
States that there have been no new developments or material changes in the existing risks related to shortages and price increases for raw materials and parts or supply disruptions. - FY2022-Q1RestatedAnnual report
「During the three-month period ended [the current first quarter], there were no newly arising business or other risks, nor any material changes to the business and other risks described in the Annual Securities Report for the prior fiscal year.」
States that there have been no new developments or material changes in the existing risks related to shortages and price increases for raw materials and parts or supply disruptions. - FY2021First statedAnnual report
「However, if shortages caused by increased demand or other factors, price increases resulting from market conditions, or supply disruptions caused by disasters or accidents affecting suppliers occur, they could significantly affect the Group’s production structure and operating performance.」
While diversifying suppliers and promoting stable transactions, the company has for the first time separately identified shortages, price increases, and supply disruptions caused by supplier disasters or accidents as procurement risks.