Higher Raw-Material and Transportation Costs and Supply-Chain Disruptions
First written in FY2022-Q1. 3 of 8 entries say "Restated". Latest entry: FY2024-Q3.
Mani moved to the "Worse" side of this theme in 2024, 2 years after the typical company in this theme (2022).
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
4 other companies' latest entry also says "Reframed".
- FY2024-Q3ReframedAnnual report
「In terms of financial conditions, inflation has continued in Europe and the United States, while moves toward monetary policy normalisation in Japan, including the lifting of its negative interest rate policy, affected the stock and foreign exchange markets.」
The Company's assessment of the business environment, which previously covered higher raw material and energy prices, inflation, rate hikes, and exchange-rate fluctuations, now also includes the impact of monetary policy normalisation in Japan, including the lifting of its negative interest rate policy. - FY2023RestatedAnnual report
「The outlook remains uncertain and requires close monitoring due to the prolonged Russian invasion of Ukraine, higher raw material and energy prices, policy rate hikes in Europe and the United States in response to inflation risks, sharp exchange-rate fluctuations, and concerns about an economic slowdown in China.」
The Company continues to identify higher raw material and energy prices, inflation, rate hikes in Europe and the United States, exchange-rate fluctuations, the situation between Russia and Ukraine, and concerns about an economic slowdown in China as external-environment risks. - FY2023-Q3RestatedAnnual report
「Meanwhile, Russia's invasion of Ukraine shows no sign of ending, raw-material and energy prices continue to rise, and the outlook remains uncertain and requires close monitoring due to the impact of policy rate hikes in Western countries in response to inflation risks, sharp exchange-rate fluctuations and other factors.」
The Company continues to describe external-environment risks, including the situation between Russia and Ukraine, higher raw material and energy prices, rate hikes in Europe and the United States, and sharp exchange-rate fluctuations. - FY2023-Q2RestatedAnnual report
「Meanwhile, the outlook remains uncertain and requires close monitoring due to continued increases in raw-material and energy prices related to the situation between Russia and Ukraine, policy rate hikes in Western countries in response to inflation risks, and sharp exchange-rate fluctuations.」
The Company continues to describe existing external-environment risks, including higher raw material and energy prices, policy rate hikes in Europe and the United States, and sharp exchange-rate fluctuations. - FY2023-Q1ReframedAnnual report
「During the first quarter of the current fiscal year, the global economy continued to steadily normalise as measures to prevent COVID-19 infections and vaccinations progressed and restrictions on economic activity were eased in many regions. However, the outlook remained uncertain due to higher raw material and energy prices resulting from the situation between Russia and Ukraine, policy rate hikes in Europe and the United States in response to inflation risks, and sharp exchange-rate fluctuations.」
While indicating economic normalisation resulting from COVID-19 measures and vaccinations, the Company has organised its assessment of the business environment to include the previously identified risks relating to resource prices, supply chains, and yen depreciation, as well as higher raw material and energy prices, policy rate hikes in Europe and the United States, inflation risks, and sharp exchange-rate fluctuations. - FY2022-Q3WorsenedAnnual report
「The outlook has become uncertain due to global supply-chain disruptions, surging resource prices stemming from Russia's invasion of Ukraine, as well as a sharp depreciation of the yen and mounting inflationary pressures.」
In addition to supply chain disruption and the situation between Russia and Ukraine, the Company has identified higher resource prices, a sharp depreciation of the yen, and intensifying inflationary pressure as specific external-environment risks. - FY2022-Q2WorsenedAnnual report
「Moreover, the outlook remains uncertain due to geopolitical risks arising from the situation between Russia and Ukraine and concerns about economic downside risks resulting from supply chain disruption and other factors.」
In addition to the previously identified risks of higher raw material and transportation costs and supply chain disruption, the Company has explicitly identified geopolitical risks arising from the situation between Russia and Ukraine and concerns about economic downside risks. - FY2022-Q1First statedAnnual report
「As demand has outpaced supply in some areas amid the economic recovery, raw material prices and freight rates have risen and supply chains have become disrupted.」
The Company has identified a new business-environment risk: excess demand amid the economic recovery, accompanied by higher raw material prices and freight rates and supply chain disruption.