Komori
Eidai (7822) · InitiativeRestated

Optimizing logistics costs and delivery terms in response to the 2024 logistics challenge

First written in FY2025-H1. 1 of 2 entries say "Restated". Latest entry: FY2026.

2entries
3years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025-H1 – FY20262024: 120242025: 020252026: 12026
Same theme, other companies
Passing Higher Logistics Costs Through to Appropriate Freight RatesA theme 10 companies write about · 1 as a headwind · 9 as a tailwind

The whole theme swung hardest in 2025: 2 of 7 companies on the "Worse" side.

5 other companies' latest entry also says "Restated".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026RestatedAnnual 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.」

    The company continues to address logistics and procurement costs and supply delays through price revisions, productivity improvements and expense reductions.
  2. FY2025-H1First statedAnnual report

    「Addressing the 2024 challenge in the logistics and transportation industry is an urgent issue. However, it is difficult to absorb rising logistics costs through cost-reduction initiatives such as productivity improvements and expense reductions alone. We are therefore working to limit the impact on earnings, including by asking customers to accept product price revisions. In addition, based on the provision of logistics services in accordance with the government’s Guidelines on Initiatives by Shippers and Logistics Operators to Optimize Logistics and Improve Productivity, we held discussions with customers to obtain their agreement on bearing the costs associated with delivery conditions, including unloading and sorting operations.」

    To address rising logistics costs, the company specifically began discussions with customers regarding the provision of logistics services in accordance with government guidelines and the allocation of costs for unloading and sorting, in addition to product price revisions, productivity improvements and expense reductions.
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When this could move next
Eidai's next results are scheduled for 2026-11-09. Read the earnings preview
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