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Bushiroad (7803) · RiskRestatedLatest Other Disclosures (2026-10-16): "Worsened"

Risks from Soaring Raw Material Prices and Inflation

First written in FY2022-Q2. 6 of 11 entries say "Restated". Latest entry: 2026-10-16.

11entries
5years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2024-Q1 – FY20262022: 420222023: 320232024: 020242025: 120252026: 32026
Same theme, other companies
Volatility in Financial and Capital Markets, Uncertainty over the Yen and InflationA theme 149 companies write about · 150 as a headwind · 1 as a tailwind

Bushiroad moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2020: 40 of 57 companies on the "Worse" side.

37 other companies' latest entry also says "Worsened".

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 149 companies compared. The sentences above are computed from all 149.
Full recordFilings, disclosures and news, newest first
  1. 2026-10-16WorsenedOther Disclosures

    「プロテインに関して、ご存じの方も多いと思いますが、プロテインの原材料価格が大幅に高騰しております。」

    新日本プロテインについて、原材料価格の大幅な高騰が事業上の課題として具体的に示された。
  2. FY2026RestatedAnnual report

    「During the consolidated fiscal year, Japan’s economy continued to show signs of a recovery in social and economic activity. However, the outlook remained uncertain due to continued inflation, exchange-rate fluctuations, changes in social conditions and the effects of geopolitical risks.」

    Uncertainty in the economic environment arising from continued inflation, exchange-rate fluctuations, changes in social conditions and geopolitical risks continued to be identified.
  3. FY2026-H1RestatedAnnual report

    「During the interim consolidated accounting period, Japan’s economy continued to show signs of a recovery in social and economic activity. However, the outlook remained uncertain due to continued inflation, exchange-rate fluctuations and rising geopolitical risks.」

    In addition to inflation and exchange-rate fluctuations, rising geopolitical risks continued to be identified as sources of uncertainty in the economic environment.
  4. FY2025-H1RestatedAnnual report

    「During the interim consolidated accounting period, Japan’s economy continued to show signs of a recovery in social and economic activity. However, the outlook remained uncertain due to concerns over a downturn in overseas economies, continued inflation and the effects of exchange-rate fluctuations.」

    Continued inflation and exchange-rate fluctuations remained sources of uncertainty in the economic environment, alongside concerns over a downturn in overseas economies.
  5. FY2024-Q1RestatedAnnual report

    「Although the impact of the weaker yen and higher transportation and material costs continued, merchandise unit sales remained firm overall, led by sales of goods for Roselia’s solo concert “Farbe” and events featuring MyGO!!!!!, among other “BanG Dream!”-related sales.」

    While the cost impact of the weaker yen and higher transportation and material costs continued, the merchandise unit remained firm through measures including live-event merchandise sales and events.
  6. FY2023-Q3MaterialisedAnnual report

    「Although event businesses such as “Blue Lock” and “Mob Psycho 100” performed well, measures to slow the sales pace of low-margin products continued from the second quarter, and merchandise sales remained sluggish.」

    Against a backdrop of higher costs, including transportation and material costs, measures to slow the sales pace of low-margin products continued, resulting in sluggish merchandise sales.
  7. FY2023-Q2RestatedAnnual report

    「Although large-scale products such as Genshin capsule toys and Uma Musume Pretty Derby merchandise were launched, higher transportation and material costs continued to have a significant impact on products manufactured overseas, as in the first quarter. As a result of slowing the sales pace of low-margin products, sales and profit remained sluggish overall.」

    The impact of higher transportation and material costs on profit continued from the first quarter, and measures were taken to slow the sales pace of low-margin products.
  8. FY2023-Q1MaterialisedAnnual report

    「In terms of profit, the weaker yen and higher transportation and material costs had a significant impact on products manufactured overseas, mainly capsule toys.」

    In addition to higher raw material and transportation costs, the weaker yen materially affected the profitability of products manufactured overseas.
  9. FY2022RestatedAnnual report

    「The outlook remained uncertain, amid concerns over a renewed increase in infections caused by new variants and higher resource prices and inflation resulting from heightened tensions between Russia and Ukraine.」

    Concerns over higher resource prices and inflation continued to be identified alongside the resurgence of infections and geopolitical tensions.
  10. FY2022-Q3WorsenedAnnual report

    「During the first nine months of the fiscal year, infections again spread due to new variants of COVID-19. Raw material and transportation prices soared amid disruptions to production and logistics in Japan and overseas, while economic uncertainty arising from the situation between Russia and Ukraine also left the outlook uncertain.」

    In addition to higher raw material prices, higher transportation costs and disruptions to production and logistics were explicitly identified, broadening the factors driving cost increases.
  11. FY2022-Q2First statedAnnual report

    「In addition to the prolonged impact of COVID-19, prices rose as various raw material prices increased.」

    Higher raw material prices and the resulting inflation were first identified as risks to the economic environment.
Moved together

"Risk of falling short of business plans after M&A and capital alliances" moved the same way as this thread, in the same document, in 2 of its 11 moves.

2★1
  1. ★This thread
  2. 1Risk of falling short of business plans after M&A and capital alliances2×

★ 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 Bushiroad yet. It last moved in the Other Disclosures of 2026-10-16: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risks from Soaring Raw Material Prices and Inflation | Bushiroad Inc. (7803) | Komori