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Advan Group (7463) · RiskMaterialisedLatest Earnings (2026-10-09): "Restated"

Rising Construction and Logistics Costs Driven by Higher Resource Prices

First written in FY2018. 10 of 16 entries say "Materialised", first in FY2019-Q1. Latest entry: 2026-10-09.

16entries
9years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019-Q2MaterialisedFY2024 – FY20252018: 320182019: 020192020: 020202021: 020212022: 320222023: 320232024: 120242025: 220252026: 42026
Same theme, other companies
Profit pressure from higher material, packing and freight, and labor costsA theme 141 companies write about · 144 as a headwind · 0 as a tailwind

Advan Group 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 2022: 64 of 102 companies on the "Worse" side.

31 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 141 companies compared. The sentences above are computed from all 141.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-09RestatedEarnings

    「これにより、為替相場の変動やコスト高の影響が懸念され、依然として予断を許さない状況が続いております。」

    為替変動及びコスト高の影響懸念を継続して記載している。
  2. FY2026MaterialisedAnnual report

    「In addition to the decline in revenue, the consolidated operating profit came to ¥2,232 million, down 29.1% year on year, due in part to the impact of higher procurement costs resulting from higher resource prices and the weakening yen.」

    Higher procurement costs due to higher resource prices and the weakening yen appeared in results as operating profit of ¥2,232 million, down 29.1% from the previous fiscal year.
  3. FY2026-H1RestatedAnnual report

    「The building materials-related business showed signs of a moderate recovery, supported by stronger inbound demand, but continued to operate in an uncertain environment due to concerns over the impact on consumption of higher resource and energy prices and rising prices.」

    The company continues to describe a situation in which a recovery driven by inbound demand coexists with concerns over the impact on consumption of higher resource and energy prices and rising prices.
  4. FY2025MaterialisedAnnual report

    「Due to the decline in revenue and the impact of higher procurement costs resulting from higher resource prices and the weakening yen, among other factors, it came to ¥3,150 million, down 20.0% year on year, a decrease of ¥788 million.」

    Higher procurement costs due to higher resource prices and the weakening yen appeared in the year's results as a 20.0% decline in operating profit.
  5. FY2024MaterialisedAnnual report

    「On the profit side, procurement costs rose during the fiscal year as a result of higher ocean freight rates and the weakening yen,」

    The risks of higher resource prices and logistics costs appeared as lower operating profit due to higher ocean freight rates, the weakening yen and higher procurement costs.
  6. FY2024-Q2RestatedAnnual report

    「While the gradual easing of various restrictions related to COVID-19 has put the economy on a moderate recovery track, the outlook remains uncertain because of concerns about the impact on consumption from the yen's sharp depreciation and high resource and energy prices, as well as overseas economic and price trends and future developments in the situation in Ukraine.」

    Cost pressures, including concerns over the impact of higher resource and energy prices on consumption, continue to be identified as factors contributing to economic uncertainty.
  7. FY2023MaterialisedAnnual report

    「Procurement costs have risen due to increases in ocean freight rates and other factors,」

    The risks of higher resource prices and logistics costs emerged in the actual business environment as higher ocean freight rates and procurement costs. However, operating profit increased due to sales growth.
  8. FY2023-Q3MaterialisedAnnual report

    「In the building materials business, construction demand has gradually begun to show signs of recovery, but the business has continued to be affected by soaring raw material prices and the yen's sharp depreciation.」

    The risks of higher resource prices and costs have appeared in the building materials-related business through soaring raw material prices and the impact of the sharp depreciation of the yen.
  9. FY2023-Q2MaterialisedAnnual report

    「In the building materials business, construction demand has gradually begun to show signs of recovery, but the business has continued to be affected by soaring raw material prices and the yen's sharp depreciation.」

    The risks of higher resource prices and costs have appeared in the building materials-related business through soaring raw material prices and the impact of the sharp depreciation of the yen.
  10. FY2023-Q1RestatedAnnual report

    「Concerns remain over the impact on financial markets of volatility caused by the sharp depreciation of the yen and the impact on consumption of higher resource and energy prices,」

    Concerns over the impact of higher resource and energy prices on the economy and consumption continue to be identified.
  11. FY2022MaterialisedAnnual report

    「On the profit side, selling, general and administrative expenses decreased by ¥41 million during the fiscal year due in part to expense reviews and other factors. However, the gross profit margin declined from the previous fiscal year due to higher ocean freight and procurement costs, among other factors.」

    The risks of higher resource prices and logistics costs actually emerged in results as higher ocean freight and procurement costs and a lower gross profit margin.
  12. FY2019-Q2RestatedAnnual report

    「Japan's economy during the six months ended September 2024 remained on a moderate recovery trend, supported by improving corporate earnings and employment and income conditions. However, uncertainty about the outlook has increased as overseas risks have intensified, including concerns about the impact of higher crude oil prices and U.S. trade policy.」

    Concerns over factors driving higher costs, including higher crude oil prices, continue to be identified.
  13. FY2019-Q1MaterialisedAnnual report

    「Higher raw material costs due to higher crude oil prices」

    In addition to the longstanding issue of higher construction and logistics costs caused by higher resource prices, higher raw material costs due to higher crude oil prices have been identified as part of the current economic environment.
  14. FY2018First statedAnnual report

    「Higher construction and logistics costs resulting from higher resource prices,」

    Higher construction and logistics costs associated with higher resource prices have been explicitly identified as a new issue for the construction industry.
Moved together

"Economic Uncertainty from Geopolitical Risks" moved the same way as this thread, in the same document, in 8 of its 16 moves.

865552★123456
  1. ★This thread
  2. 1Economic Uncertainty from Geopolitical Risks8×
  3. 2Risk of fluctuations in the domestic economy and construction demand6×
  4. 3Impact of Construction Schedule Delays on Business Performance5×
  5. 4Labor Shortages at Construction Sites5×
  6. 5Market Price Risk on Investment Securities5×
  7. 6Foreign Exchange Risk Associated with Foreign-Currency Purchases2×

★ 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
No upcoming earnings preview for Advan Group yet. It last moved in the Earnings of 2026-10-09: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rising Construction and Logistics Costs Driven by Higher Resource Prices | ADVAN GROUP CO.,LTD. (7463) | Komori