Komori
Spk (7466) · RiskRestated

Lead-time delays and procurement risks caused by surging raw material prices, supply shortages and rapid yen depreciation

First written in FY2023-Q1. 5 of 11 entries say "Restated". Latest entry: FY2026.

11entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2023-Q2 – FY2024-Q2RestatedFY2024-Q3 – FY20262022: 220222023: 320232024: 320242025: 220252026: 12026
Same theme, other companies
Rising Procurement Costs Driven by Component Raw Materials, Transportation Costs and Yen DepreciationA theme 50 companies write about · 50 as a headwind · 0 as a tailwind

Spk 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 2019: 13 of 20 companies on the "Worse" side.

9 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 50 companies compared. The sentences above are computed from all 50.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual report

    「The CUSPA Sales Division has been affected by severe external factors, including surging raw material costs and higher import prices due to the weaker yen,」

    The continuing impact of surging raw material costs and higher import prices due to the weaker yen on the CUSPA Sales Division was documented.
  2. FY2026-H1RestatedAnnual report

    「The CUSPA Sales Division continued to be affected by external factors, including higher raw material costs and import prices due to yen depreciation, but addressed these issues in detail by pursuing synergies with 株式会社ブリッツ, which had joined the Group, expanding sales channels, revising prices for its own-brand products and reviewing its shipping fee structure.」

    The disclosure stated that higher import prices caused by surging raw material costs and yen depreciation continued to affect the CUSPA Sales Division.
  3. FY2025RestatedAnnual report

    「The CUSPA Sales Division was significantly affected by higher import procurement costs due to yen depreciation, compounded by surging raw material prices and logistics costs.」

    The effects on procurement and sales of yen depreciation and surging raw material and logistics costs have continued.
  4. FY2025-H1RestatedAnnual report

    「The CUSPA Sales Division continued to be affected by higher prices for imported products due to surging raw material costs and exchange-rate movements, but actively worked to expand sales channels and enhance its own brands and product lineup.」

    The disclosure stated that surging raw material costs and higher prices for imported products due to exchange-rate movements continued to affect the CUSPA Sales Division.
  5. FY2024Supplier price increases have stabilised, while higher procurement costs have continuedAnnual report

    「Although supplier price increases have stabilised, lead times have not improved as much as expected, and back orders remain at a high level.」

    The disclosure stated that supplier price increases had stabilised, while longer lead times and high back-order levels continued. Imported merchandise also continued to be affected by exchange-rate movements and higher raw material costs.
  6. FY2024-Q3RestatedAnnual report

    「The CUSPA Sales Division was significantly affected by fuel and raw material price increases, higher purchase prices for imported merchandise due to exchange-rate movements, and higher procurement costs. Despite struggling with sales of motorsports and customised products, it began handling new brands, reviewed its distribution structure and carried out effective promotional activities.」

    Higher purchase prices and procurement costs caused by fuel and raw material price increases and exchange-rate movements continued to affect sales prices.
  7. FY2024-Q2WorsenedAnnual report

    「The CUSPA Sales Division was significantly affected by continued global increases in raw material prices and supply shortages for its principal products, as well as higher purchase and procurement costs for imported merchandise due to yen depreciation and reduced purchases of discretionary customised and motorsports products amid surging fuel costs.」

    In addition to higher procurement costs caused by surging raw material prices, supply shortages and yen depreciation, higher fuel costs and reduced purchases of discretionary products affected the CUSPA Sales Division.
  8. FY2024-Q1WorsenedAnnual report

    「The Domestic Sales Division continued to face higher purchase prices caused by global increases in raw material prices and supply shortages, affecting its principal products. However, performance exceeded the previous year due to solid orders from major customers and the effect of reviewing sales prices across the supply chain. Although higher logistics costs also presented challenges, the division is advancing logistics reforms and working to reduce costs.」

    Higher purchase prices caused by surging raw material prices and supply shortages, as well as challenges from higher logistics costs, have continued. Meanwhile, performance exceeded the previous year due to orders from major customers and sales price revisions.
  9. FY2023-Q3WorsenedAnnual report

    「Although production by customer construction equipment, agricultural equipment and industrial vehicle manufacturers remains unstable due to difficulties procuring semiconductors, particularly engine semiconductors, higher prices for vehicle components caused by surging energy, resource and logistics costs, and higher vehicle prices, customer production is gradually recovering against a backdrop of the order backlog accumulated since last year.」

    In addition to the previous factors of surging raw material prices, supply shortages and yen depreciation, difficulties procuring engine semiconductors, higher energy, resource and logistics costs, and rising prices for vehicle components and vehicles emerged as specific factors destabilising customer production.
  10. FY2023-Q2WorsenedAnnual report

    「Meanwhile, cost increases from manufacturing partners in Japan, Europe and Asia, caused by surging energy and component material costs due to conflicts and yen depreciation, have continued without interruption, with the increases being reflected in prices while obtaining customers' understanding.」

    Energy and component material costs have risen against a backdrop of conflicts and yen depreciation, and cost increases from manufacturing partners in Japan, Europe and Asia have continued.
  11. FY2023-Q1First statedAnnual report

    「The Domestic Sales Division was significantly affected by supplier delivery delays and surging product prices as global raw material prices rose, supplies tightened and the yen depreciated rapidly. However, customer buying in anticipation of sharp increases in purchase prices and supply uncertainty drove higher sales.」

    Surging raw material prices, supply shortages and rapid yen depreciation materialised as supplier delivery delays and surging product prices. The disclosure also noted that customer stockpiling boosted sales.
Moved together

"Risk of political and economic turmoil, currency depreciation and yen appreciation in export markets" moved the same way as this thread, in the same document, in 3 of its 11 moves.

3★1
  1. ★This thread
  2. 1Risk of political and economic turmoil, currency depreciation and yen appreciation in export markets3×

★ 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
Spk's next results are scheduled for 2026-11-04. Read the earnings preview
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