Overseas raw material prices and foreign exchange fluctuations
First written in FY2016. 9 of 25 entries say "Restated". Latest entry: 2026-11-09.
Eidai moved to the "Worse" side of this theme in 2018, 4 years before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 40 of 73 companies on the "Worse" side.
38 other companies' latest entry also says "Restated".
- FY2026WorsenedAnnual report
「The company expects difficult business conditions to persist, with heightened tensions in the Middle East raising concerns about procurement difficulties and price increases for various materials made from crude-oil-derived naphtha, as well as construction delays.」
In addition to the existing risks from raw material prices and foreign exchange fluctuations, the company specifically identified procurement uncertainty, price increases and construction delays for naphtha-based materials resulting from heightened tensions in the Middle East. - 2026-05-13MaterialisedRevisions to earnings forecasts
「原油・石油化学原料をはじめとする原材料価格の上昇や、国際物流の混乱が発生しており、世界的に原材料の調達環境及び物流環境に不透明感が高まっております。」
原材料価格の上昇と国際物流の混乱が発生している状況を、調達・物流環境の実際のリスクとして記載している。 - FY2026-H1WorsenedAnnual report
「During the interim consolidated accounting period, Japan’s economy remained on a moderate recovery trend, supported by improvements in employment and income conditions and strong inbound demand. However, the outlook remained uncertain due to sluggish personal consumption resulting from persistently high resource and energy prices and rising prices, as well as ongoing geopolitical risks and U.S. trade policy.」
In addition to persistently high resource and energy prices, the company identified ongoing geopolitical risks and U.S. trade policy as sources of uncertainty. - FY2024-Q3WorsenedAnnual report
「Meanwhile, conditions remained uncertain due to the continuing rise in raw material, resource and energy prices associated with the prolonged situation in Ukraine and tensions in the Middle East, the downside risk to overseas economies against a backdrop of global monetary tightening, and sharp fluctuations in foreign exchange rates.」
In addition to the previously identified situation in Ukraine, resource prices and yen depreciation, the company specifically identified tensions in the Middle East as a factor behind higher raw material and resource prices. The impact of higher raw material and resource prices on corporate earnings has continued to be felt. - FY2024-Q2RestatedAnnual report
「Meanwhile, conditions remained uncertain due to the continuing rise in raw material, resource and energy prices associated with the prolonged situation in Ukraine, the downside risk to overseas economies against a backdrop of global monetary tightening, and sharp fluctuations in foreign exchange rates.」
The company continued to warn of the situation in Ukraine, raw material, resource and energy prices, overseas economic conditions and foreign exchange fluctuations. - FY2024-Q1RestatedAnnual report
「Meanwhile, conditions remained uncertain due to the continuing rise in raw material, resource and energy prices associated with the prolonged situation in Ukraine, the downside risk to overseas economies against a backdrop of global monetary tightening, and sharp fluctuations in foreign exchange rates.」
The company continued to warn of the prolonged situation in Ukraine, higher raw material, resource and energy prices, global monetary tightening and foreign exchange fluctuations. - FY2023-Q3MaterialisedAnnual report
「As timber prices continued to rise due to the wood shock, many wood-based materials rose to nearly twice the previous year’s prices, and pressure on corporate earnings continued.」
Higher prices for timber and wood-based materials actually put pressure on corporate earnings, while higher procurement costs caused by the rapid depreciation of the yen also pushed up manufacturing costs for domestic production and Eidai Vietnam Co., Ltd., contributing to a deterioration in the group-wide gross profit margin. The company quantified that some wood-based materials had risen to nearly twice the previous year’s prices. In addition, the operating loss for the first nine months was ¥896 million. - FY2023-Q2RestatedAnnual report
「However, the outlook remained extremely uncertain due to higher prices for various raw materials and resources associated with the prolonged wood shock and the situation in Ukraine, as well as the rapid depreciation of the yen.」
The company continued to disclose the risks to raw material and procurement costs from the wood shock, the prolonged situation in Ukraine, higher resource prices and the rapid depreciation of the yen. - FY2023-Q1WorsenedAnnual report
「However, the outlook remained uncertain due to higher prices for various raw materials associated with the wood shock and the worsening situation in Ukraine, as well as the rapid depreciation of the yen.」
In addition to higher raw material prices, the company specifically cited the worsening situation in Ukraine and the rapid depreciation of the yen, and described the continuing increase in procurement costs. - FY2022WorsenedAnnual report
「The company expects uncertainty to persist, including concern about an economic slowdown caused by inflation resulting from higher resource prices and the depreciation of the yen due to the Ukraine crisis.」
In addition to the existing risks from raw material prices and foreign exchange fluctuations, the company specifically identified the Ukraine crisis, higher resource prices, yen depreciation and inflation as new concerns. - FY2022-Q3MaterialisedAnnual report
「As a result, net sales for the first nine months of the fiscal year were ¥43,293 million, up 5.1% year on year. In terms of earnings, despite the impact of selling, general and administrative expenses at ENボード株式会社 and higher raw material prices, the company worked to improve its gross profit margin through thorough cost reductions, sales at appropriate prices and expanded sales of high-value-added products. Consequently, the operating loss was ¥239 million, compared with an operating loss of ¥550 million in the same period of the previous year, and the ordinary loss was ¥126 million, compared with an ordinary loss of ¥456 million.」
Higher raw material prices continued to actually emerge as a factor affecting earnings. - FY2019-Q3MaterialisedAnnual report
「During the first nine months of the fiscal year, consolidated operating results fell significantly below the previous-year level due to the impact of damage caused by Typhoon No. 21, higher prices for raw materials such as plywood and particleboard adhesives used as flooring substrates, and increasingly intense competition in sales between companies.」
Higher prices for raw materials such as plywood and adhesives, together with damage from the typhoon and intensifying competition in sales, continued to emerge in results as net sales, operating profit and ordinary profit falling below the previous-year level. - FY2019-Q2MaterialisedAnnual report
「During the first six months of the fiscal year, consolidated operating results fell significantly below the previous-year level due to higher prices for raw materials such as plywood and particleboard adhesives used as flooring substrates, increasingly intense competition in sales between companies, and damage caused by Typhoon No. 21.」
Higher prices for raw materials such as plywood and adhesives, together with intensifying competition in sales and damage from the typhoon, actually emerged in results as net sales and profit falling below the previous-year level. - FY2019-Q1MaterialisedAnnual report
「During the first quarter of the fiscal year, the company’s consolidated operating results fell below the previous-year level, reflecting increasingly intense competition in sales between companies and higher prices for plywood and particleboard adhesives used as flooring substrates. Net sales were ¥15,703 million, down 1.2% year on year; operating profit was ¥219 million, down 43.0%; ordinary profit was ¥312 million, down 36.0%; and quarterly net profit attributable to owners of the parent was ¥224 million, down 35.0%.」
Higher prices for raw materials and other materials, including plywood and adhesives, together with intensifying competition in sales, actually emerged in results as net sales, operating profit, ordinary profit and quarterly net profit all falling below the previous-year level. - FY2018MaterialisedAnnual report
「However, due to higher raw material prices and intensifying competition in sales between companies, operating profit was ¥2,173 million, down 11.9% year on year, and ordinary profit was ¥2,407 million, down 8.7%.」
Higher raw material prices, together with intensifying competition between companies, actually emerged in results as factors behind the declines in operating profit and ordinary profit. - FY2018-Q3MaterialisedAnnual report
「In the wood-based board business, the company strengthened proposals for air-quality-conscious materials, such as particleboard and decorative particleboard, for the non-residential market, including educational and medical facilities, and actively responded to strong demand in the raised-flooring market. As a result, net sales increased year on year. However, although the company pursued price pass-through in response to higher prices for various materials, including adhesives, it was unable to absorb the cost increases and was forced to report lower profit.」
Higher prices for raw materials and other materials actually weighed on profit in the wood-based board business. Despite pursuing price pass-through, the company was unable to absorb the increases, and segment profit fell 79.1% year on year. - FY2018-Q2RestatedAnnual report
「There were no significant changes or newly emerging risks relating to the Group’s business or other activities during the cumulative second quarter.」
The company concluded that there had been no significant changes or new developments relating to overseas raw material prices and foreign exchange fluctuation risks. - FY2018-Q1RestatedAnnual report
「There were no significant changes or newly emerging risks relating to the Group’s business or other activities during the cumulative first quarter.」
The company concluded that there had been no significant changes or new developments relating to overseas raw material prices and foreign exchange fluctuation risks. - FY2017MitigatedAnnual report
「Certain foreign-currency-denominated operating liabilities are exposed to foreign exchange fluctuation risk, but the company hedges part of these liabilities using forward exchange contracts in line with market conditions.」
The risks from overseas raw materials and foreign exchange fluctuations remain, but part of the foreign-currency-denominated operating liabilities is hedged with forward exchange contracts. - FY2017-Q3RestatedAnnual report
「There were no significant changes or newly emerging risks relating to the Group’s business or other activities during the cumulative third quarter.」
The company concluded that there had been no significant changes or new risks relating to overseas raw material prices and foreign exchange fluctuations. - FY2017-Q2RestatedAnnual report
「There were no significant changes or newly emerging risks relating to the Group’s business or other activities during the cumulative second quarter.」
The company concluded that there had been no significant changes or new risks relating to overseas raw material prices and foreign exchange fluctuations. - FY2017-Q1RestatedAnnual report
「There were no significant changes or newly emerging risks relating to the Group’s business or other activities during the cumulative first quarter.」
The company concluded that there had been no significant changes or new risks relating to overseas raw material prices and foreign exchange fluctuations. - FY2016First statedAnnual report
「These are heavily affected by fluctuations in international market prices and foreign exchange rates. Some are difficult to source from alternative suppliers, while others can only be obtained from a limited number of specified suppliers.」
The company disclosed the overseas sourcing of plywood and other materials, adhesive prices affected by crude oil prices, and the risks of procurement difficulties and the need for substantial procurement funds.