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Nanyo (7417) · RiskMitigated

Impact of Rising Transportation Costs on Crushed Stone Business Profit

First written in FY2019-Q3. 3 of 7 entries say "Mitigated", first in FY2025-H1. Latest entry: FY2026.

7entries
8years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019-Q3 – FY2024MitigatedFY2025-H1 – FY20252019: 220192020: 020202021: 020212022: 020222023: 020232024: 220242025: 120252026: 22026
Same theme, other companies
SG&A and profit pressure from higher freight costsA theme 40 companies write about · 41 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 18 of 26 companies on the "Worse" side.

4 other companies' latest entry also says "Mitigated".

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 40 companies compared. The sentences above are computed from all 40.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「The Company focused on securing demand for public and private-sector construction projects, while also negotiating selling prices and working to reduce transportation, fuel and other costs. As a result, revenue was ¥556 million, up 25.9% year on year, and segment profit was ¥8 million, up 141.8%.」

    Continued to reduce transportation, fuel and other costs and negotiate selling prices, increasing profit in the crushed stone business.
  2. 2026-05-12WorsenedEarnings

    「Difficult conditions are expected because transportation costs are expected to rise owing to higher fuel costs, while manufacturing costs are expected to increase as aging equipment is replaced.」

    The company identifies higher transportation costs and manufacturing costs associated with replacing aging equipment as concerns for the coming fiscal year.
  3. FY2025MitigatedAnnual report

    「Against this backdrop, our Group focused on capturing demand for public and private works, while also working to negotiate selling prices and reduce costs such as transportation and fuel expenses. As a result, revenue was ¥556 million, up 25.9% year on year, and segment profit was ¥8 million, up 141.8% year on year.」

    Continued cost reductions in transportation, fuel and other expenses, increasing segment profit in the crushed stone business to ¥8 million.
  4. FY2025-H1MitigatedAnnual report

    「We have focused on capturing construction work in the surrounding region by strengthening sales activities, while also working to accept and sell waste materials, negotiate selling prices, and reduce costs such as transportation and fuel expenses.」

    Cost reductions, including transportation and fuel expenses, are cited as specific measures to address the pressure on profits from higher transportation costs.
  5. FY2024Transportation cost concerns reported againAnnual report

    「Transportation costs are expected to increase because of labor shortages and higher fuel prices, while manufacturing costs are also expected to rise due to the replacement of aging equipment and other factors, so difficult conditions are expected to continue.」

    Since FY2019, higher transportation costs had not been explicitly identified as an independent theme, but they are again cited as a concern driven by labor shortages and higher fuel prices.
  6. FY2019DroppedAnnual report
    The FY2019 full-year results analysis and discussion of issues to be addressed contain no reference to pressure on crushed-stone business profits from higher transportation costs.
  7. FY2019-Q3First statedAnnual report

    「As a result, although net sales reached ¥290 million, up 1.6% year on year, due to orders for public works, segment profit was ¥7 million, down 26.3% year on year, due to higher transportation costs.」

    The 26.3% year-on-year decline in segment profit in the crushed-stone business caused by higher transportation costs was identified as an independent risk theme for the first time.
Moved together

"Strengthening profitability and financial strength through streamlining and efficiency improvements" moved the same way as this thread, in the same document, in 3 of its 7 moves.

333322★123456
  1. ★This thread
  2. 1Strengthening profitability and financial strength through streamlining and efficiency improvements3×
  3. 2Deepening Relationships with Existing Customers and Expanding the Product Lineup in the Construction Machinery Business3×
  4. 3Developing Orders for Private-Sector and Public Works Projects in the Crushed Stone Business3×
  5. 4Improved profitability in the crushed stone business through sales price negotiations3×
  6. 5Enhancing Rental Product Offerings and Transferring Equipment Between Locations2×
  7. 6Expansion of the Industrial Equipment Business2×

★ 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
Nanyo's next results are scheduled for 2026-11-09. Read the earnings preview It last moved in the Earnings of 2026-05-12: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Impact of Rising Transportation Costs on Crushed Stone Business Profit | NANYO CORPORATION (7417) | Komori