Komori
Nankai Plywood (7887) · RiskMaterialised

Higher Freight Costs and Raw-Material Supply Shortages Due to Container Shortages

First written in FY2021. 2 of 7 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2024.

7entries
4years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseFirst statedFY2021WorsenedFY2022-Q3RestatedFY2023-Q1MaterialisedFY2023 – FY20242021: 120212022: 220222023: 220232024: 22024
Same theme, other companies
Disruption of Logistics Networks Caused by International Conflicts, Lockdowns and Natural DisastersA theme 41 companies write about · 43 as a headwind · 0 as a tailwind

Nankai Plywood moved to the "Worse" side of this theme in 2024, the same year as the typical company in this theme.

The whole theme swung hardest in 2021: 13 of 25 companies on the "Worse" side.

6 other companies' latest entry also says "Materialised".

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 41 companies compared. The sentences above are computed from all 41.
Full recordFilings, disclosures and news, newest first
  1. FY2024MaterialisedAnnual report

    「In this segment, the company worked to strengthen sales by developing new customers and expanding small-lot sales in response to the declining trend in new construction projects contributing to the electrical materials industry in regional areas. However, the business environment became extremely challenging, as procurement prices for electrical materials remained high and shortages of wire from wire manufacturers temporarily constrained sales activities, resulting in a decline in the segment profit margin.」

    Insufficient supplies from wire manufacturers became an actual constraint on sales activities, and segment profit in the wire-related business fell 37.2% year on year.
  2. FY2024-Q3MaterialisedAnnual report

    「In this segment, in response to the declining trend in new construction of projects contributing to the electrical materials industry in regional areas, we strengthened sales efforts by developing new customers and expanding small-lot sales. However, the business environment became extremely challenging as sales activities were constrained by shortages of wire supplied by wire manufacturers, in addition to persistently high procurement prices for electrical materials.」

    The supply shortage has become an actual constraint on sales activities due to insufficient supplies of wire from wire manufacturers, rather than remaining a general concern.
  3. FY2023WorsenedAnnual report

    「Cost-push inflation is progressing and continuing both in Japan and overseas, and the operating environment is expected to become extremely challenging, particularly for domestic-demand-oriented manufacturers, due to higher procurement, logistics and energy costs.」

    Disruptions in supply and logistics and soaring prices were presented as a challenging environment in which higher procurement, logistics and energy costs continue.
  4. FY2023-Q3MitigatedAnnual report

    「In the wire and cable industry, prices for a range of materials, including copper, iron, nylon and rubber, remain high, while shortages of semiconductors and electronic components have continued despite showing some recovery compared with an earlier period, raising concerns over future sales declines and pressure on earnings.」

    It explained that although soaring material prices and supply shortages continue, shortages of semiconductors and electronic components are recovering compared with an earlier period.
  5. FY2023-Q1RestatedAnnual report

    「In the wire and cable industry, prices for a range of materials, including copper, iron, nylon and rubber, have risen sharply, while shortages of semiconductors and electronic components have become more severe, raising concerns over future sales declines and pressure on earnings.」

    The wire and cable industry continues to face soaring prices for multiple materials and shortages of semiconductors and electronic components, along with concerns over lower sales and pressure on earnings.
  6. FY2022-Q3WorsenedAnnual report

    「In the wire and cable industry, prices for a range of materials, including copper, iron, nylon and rubber, have risen sharply, while shortages of semiconductors and electronic components have become more severe, raising concerns over future sales declines and pressure on earnings.」

    The risks of higher raw material prices and supply shortages have spread to materials such as iron, nylon and rubber, as well as semiconductors and electronic components, in the wire and cable industry, with worsening shortages and pressure on earnings indicated.
  7. FY2021First statedAnnual report

    「There are concerns over higher transportation costs due to container shortages, as well as soaring prices and supply shortages for other raw materials.」

    Against a backdrop of rising wood demand accompanying the global economic recovery, the Company disclosed higher logistics costs due to container shortages and raw material supply shortages as new risks.
Moved together

"Deteriorating Sales Mix and Declining Profit Margins at the French Subsidiary" moved the same way as this thread, in the same document, in 4 of its 7 moves.

443333★123456
  1. ★This thread
  2. 1Deteriorating Sales Mix and Declining Profit Margins at the French Subsidiary4×
  3. 2Risk of losses when guarantees of liabilities to affiliated companies are called4×
  4. 3Building a Highly Profitable Business Structure3×
  5. 4Securing Imported Raw Materials and Stabilizing Quality3×
  6. 5Strengthening Production Engineering Capabilities and Reducing the Manufacturing Cost Ratio3×
  7. 6Surge in Electric Wire and Cable Procurement Prices Due to Sharp Rise in Copper Prices3×

★ 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
Nankai Plywood'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.