Rising Raw-Material Prices, Supply Constraints and Financial-Market Volatility Due to the Russia-Ukraine Situation and Other Factors
First written in FY2023-Q1. 3 of 6 entries say "Restated". Latest entry: FY2024-Q3.
Ledax moved to the "Worse" side of this theme in 2022, 2 years before the typical company in this theme (2024).
The whole theme swung hardest in 2025: 45 of 80 companies on the "Worse" side.
50 other companies' latest entry also says "Restated".
- FY2024-Q3RestatedAnnual report
「Conditions arising from the Russia-Ukraine situation, including yen depreciation and higher crude oil prices, continue to affect the group's corporate management. The effects contain many uncertain factors and may have a further impact on the group's financial position, operating results and cash flows from the fourth quarter of the consolidated fiscal year onward.」
The company continues to state that the weaker yen and higher crude oil prices are affecting corporate management and that additional impacts on its financial position, results of operations and cash flows may arise from the fourth quarter onward. - FY2024-Q2RestatedAnnual report
「The weaker yen and higher crude oil prices resulting from the situation in Russia and Ukraine continue to affect the management of the group. The impact involves many uncertainties and may further affect the group's financial position, operating results and cash flows from the third quarter of the consolidated fiscal period onward.」
The company continues to state that, as the weaker yen and higher crude oil prices affect corporate management, additional impacts on its financial position, operating results and cash flows may arise from the third quarter of the consolidated fiscal period onward. - FY2024-Q1RestatedAnnual report
「Conditions arising from the Russia-Ukraine situation, including yen depreciation and higher crude oil prices, continue to affect the group's corporate management. The effects contain many uncertain factors and may have a further impact on the group's financial position, operating results and cash flows from the second quarter of the consolidated fiscal year onward.」
The weaker yen and higher crude oil prices are affecting corporate management, and the company continues to state that additional impacts on its financial position, results of operations and cash flows may arise from the second quarter onward. - FY2023-Q3WorsenedAnnual report
「During the nine-month period of the current third quarter of the consolidated fiscal year (1 April 2022 to 31 December 2022), Japan's economy was expected to recover, partly due to the effects of various policies addressing COVID-19. However, global monetary tightening and other developments continue, creating a risk that a downturn in overseas economies will weigh on Japan's economy. Attention must also be paid to the impact of rising prices, supply constraints, financial and capital market volatility, and infection trends in China.」
In addition to the previously identified weaker yen and higher crude oil prices, the company continues to explicitly identify external environmental risks, including global monetary tightening, downside risks to overseas economies and developments in the COVID-19 situation in China. - FY2023-Q2WorsenedAnnual report
「The impact of COVID-19 on the market and conditions arising from the Russia-Ukraine situation, including yen depreciation and higher crude oil prices, are affecting the group's corporate management.」
The company states that, in addition to infectious diseases, the weaker yen and higher crude oil prices resulting from the situation in Russia and Ukraine are affecting corporate management. It also states that attention must be paid to inflation, supply constraints and volatility in the financial and capital markets. - FY2023-Q1First statedAnnual report
「Attention must still be paid to downside risks arising from higher raw material prices, supply constraints and volatility in the financial and capital markets due to the situation in Ukraine and other factors.」
Rising raw material prices, supply constraints and financial and capital market volatility stemming from the situation in Ukraine and other factors were identified for the first time as a standalone theme representing downside risks to the business environment. Although higher raw material prices and supply constraints are described as current conditions, no specific impact on results for the current quarter is indicated.