Komori
Mtg (7806) · RiskWorsened

Raw Material Price Volatility Risk

First written in FY2018. 4 of 5 entries say "Worsened", first in FY2022. Latest entry: FY2025.

5entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2018WorsenedFY2022 – FY20252018: 12019: 020192020: 020202021: 020212022: 120222023: 120232024: 020242025: 22025
Same theme, other companies
Cost increases driven by surging raw material and energy pricesA theme 382 companies write about · 394 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 126 of 167 companies on the "Worse" side.

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 190 companies compared. The sentences above are computed from all 190.Comparing 200 of the theme's 395 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025WorsenedAnnual report

    「Cost of sales increased by ¥8,041 million, due to higher revenue and the impact of rising raw material prices caused by the weaker yen, to ¥36,806 million.」

    The continued rise in raw material prices caused by the weaker yen increased its impact as a factor behind higher cost of sales to ¥8,041 million.
  2. FY2024WorsenedAnnual report

    「Cost of sales increased by ¥5,469 million, due to higher revenue and the impact of rising raw material prices caused by the weaker yen, to ¥28,764 million.」

    The continued rise in raw material prices caused by the weaker yen remained a factor behind the increase in cost of sales, and its impact on procurement costs was quantified.
  3. FY2023WorsenedAnnual report

    「Cost of sales increased by ¥5,742 million to ¥23,295 million, due to higher sales, the surge in raw material prices caused by the weaker yen, and the reduction of slow-moving inventory.」

    The rise in raw material prices caused by the weaker yen is cited as a factor behind the increase in cost of sales, and its impact on procurement costs continues.
  4. FY2022WorsenedAnnual report

    「Our group is also expected to be affected by the lockdown in China and by the surge in raw material prices resulting from the rapid depreciation of the yen.」

    The company explicitly identified the lockdown in China and the surge in raw material prices caused by the rapid depreciation of the yen as impacts on the business environment, and cost of sales also increased by ¥4,944 million.
  5. FY2018First statedAnnual report

    「Our group is promoting procurement from multiple suppliers to avoid dependence on a single external partner. However, if market supply and demand conditions deteriorate or the prices of raw materials for components and materials purchased from a particular partner rise sharply, we may be unable to secure components and materials at reasonable prices.」

    While promoting procurement from multiple suppliers, the company identifies higher procurement costs resulting from market supply and demand conditions and sharp increases in raw material prices at specific partners as risks.
Moved together

"Stagnant Inventory and Stockout Risk" moved the same way as this thread, in the same document, in 4 of its 5 moves.

442222★123456
  1. ★This thread
  2. 1Stagnant Inventory and Stockout Risk4×
  3. 2Risk of reliance on specific brands and products4×
  4. 3Pursuing Beauty and Wellness as a Brand Development Company2×
  5. 4Losses in Other Businesses and Change in Water Dispenser Business Model2×
  6. 5Overseas Sales and Overseas Subsidiary Management Risks2×
  7. 6Risk of dependence on advertising and brand ambassadors2×

★ 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
Mtg's next results are scheduled for 2026-11-11. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.