Securing Imported Raw Materials and Stabilizing Quality
First written in FY2016. 15 of 23 entries say "Worsened", first in FY2021-Q3. Latest entry: 2026-11-11.
Nankai Plywood moved to the "Worse" side of this theme in 2021, 1 year before the typical company in this theme (2022).
The whole theme swung hardest in 2022: 43 of 76 companies on the "Worse" side.
16 other companies' latest entry also says "Mitigated".
- FY2025-H1WorsenedAnnual report
「However, the impact of higher raw material prices resulting from yen depreciation and the decline in housing starts for owner-occupied homes and detached subdivision homes was greater than expected, and performance in our core business deteriorated compared with the same period of the previous year.」
The greater-than-expected impact of higher raw material prices due to yen depreciation and the decline in housing starts for owner-occupied homes and detached subdivision homes materialized as a deterioration in core business performance. - FY2024WorsenedAnnual report
「In the timber-related business, as increases in overall business costs, including materials, energy and logistics, have had a significant impact on the group's performance, the group undertook various cost-reduction initiatives, including foreign-exchange measures addressing yen depreciation, further productivity improvements and a review of the supply chain.」
The significant impact of higher overall business costs, including materials, energy and logistics, has continued, and the group has expanded its response to include measures addressing yen depreciation, productivity improvements and a review of the supply chain. - FY2024-Q3WorsenedAnnual report
「Against this backdrop, as increases in overall business costs, including materials, energy and logistics, have had a significant impact on the group's performance, the group undertook various cost-reduction initiatives, including measures to curb the rise in imported raw-material prices caused by yen depreciation and further improve productivity.」
The impact of higher overall business costs, including materials, energy and logistics, has continued to be significant, and the group has implemented cost reductions through measures addressing yen depreciation and productivity improvements. - FY2024-Q2WorsenedAnnual report
「As increases in overall business costs, including materials, energy and logistics, have had a significant impact on the group's performance, the group undertook various cost-reduction initiatives, including measures to address yen depreciation and further improve productivity.」
The company explains that increases in overall business costs, including materials, energy and logistics, have had a significant impact on performance. - FY2024-Q1WorsenedAnnual report
「In the domestic market for this segment, we continued to focus on developing, producing and selling products centered on customer needs. However, passing higher raw-material and energy costs through to selling prices was difficult given market conditions, and declining profitability continued to be unavoidable.」
It has been difficult to pass higher raw-material and energy costs through to selling prices, and declining profitability has continued. - FY2023WorsenedAnnual report
「However, raw-material prices and energy costs remain high due to persistent global inflation and yen depreciation, and the decline in segment profit margins caused by higher manufacturing and logistics costs continues to be unavoidable.」
In addition to elevated raw-material prices and energy costs, higher logistics costs and lower segment profit margins have continued. - FY2023-Q3WorsenedAnnual report
「Surging raw-material prices, mainly due to global inflation and substantial yen depreciation, have made it unavoidable that higher manufacturing costs will reduce segment profit margins.」
The company explains that inflation and yen depreciation have driven up raw-material prices and manufacturing costs, making lower profit margins unavoidable. - FY2023-Q2WorsenedAnnual report
「Surging raw-material prices, mainly due to global inflation and substantial yen depreciation, have made it unavoidable that higher manufacturing costs will reduce segment profit margins.」
Global inflation and substantial yen depreciation have driven up raw-material prices, making higher manufacturing costs and lower profit margins apparent. - FY2023-Q1WorsenedAnnual report
「The company currently faces a production challenge in that raw-material quality issues have increased the production mix of lower-priced plywood grades. It is working to improve operating conditions by investing in equipment and taking other measures to increase the production mix of high-quality plywood, which commands higher market prices, and improve yields.」
Raw-material quality issues have kept the production mix weighted toward lower-priced grades, highlighting the need to increase the proportion of high-quality plywood and improve yields. - FY2022WorsenedAnnual report
「Shortages of materials and inflation associated with the global economic recovery have driven up prices not only for timber but for housing materials generally, and an uncertain outlook continues.」
The company explained that, in addition to timber shortages and price increases, price increases across housing materials have emerged, broadening concerns about the procurement environment for raw materials and other supplies. - FY2022-Q2WorsenedAnnual report
「Meanwhile, rising demand for timber driven by expanding housing demand in the United States has exposed domestic timber shortages and price increases, heightening concerns about the outlook.」
Rising demand for timber driven by expanding U.S. housing demand has exposed domestic timber shortages and price increases, broadening concerns about the outlook. - FY2022-Q1WorsenedAnnual report
「Meanwhile, rising demand for timber in the United States and China has begun to expose the effects of domestic timber shortages and price increases, heightening concerns about the outlook.」
Rising demand for timber has exposed the effects of domestic timber shortages and price increases, intensifying concerns about stable raw-material procurement. - FY2021WorsenedAnnual report
「There are concerns about surging log prices due to rising global demand for timber, higher transportation costs resulting from a container shortage, and soaring prices and shortages of other raw materials.」
In addition to challenges related to the stable procurement and quality of raw materials, surging log and raw-material prices and supply shortages were identified as concerns across the group. - FY2021-Q3WorsenedAnnual report
「The company currently faces a production challenge in that raw-material quality issues have increased the production mix of lower-priced plywood grades. It is working to improve operating conditions by investing in equipment and taking other measures to increase the production mix of high-quality plywood, which commands higher market prices.」
Raw-material quality issues have kept the production mix weighted toward lower-priced grades, highlighting challenges in raw-material quality and stable procurement. - FY2020RestatedAnnual report
「To this end, we will provide technical assistance to local subsidiaries and partner factories that supply our raw materials, thereby achieving stable procurement.」
The company continues to pursue stable procurement through technical assistance to local subsidiaries and partner factories. - FY2019RestatedAnnual report
「We will provide technical assistance to local subsidiaries and partner factories that supply our raw materials, thereby achieving stable procurement.」
The company continues to pursue stable procurement through technical assistance to local subsidiaries and partner factories. - FY2018-Q1Raw-material quality issues have emerged at some sitesAnnual report
「Production of FILM plywood failed to keep pace, and operating performance did not recover, due to issues including low yields primarily caused by raw-material quality and delays in process improvements.」
Although the company advocates a stable raw-material supply system, it reports that its French subsidiary has been unable to keep FILM plywood production on track because poor raw-material quality has resulted in low yields. - FY2017AdvancedAnnual report
「The group has established a stable raw-material supply system through enhanced overseas production facilities, investments in reforestation projects and foreign-exchange hedging using currency options and other instruments, and has put in place a structure capable of responding flexibly to these circumstances.」
The company says it has established a stable supply system combining overseas production facilities, reforestation projects and foreign-exchange hedging to secure imported raw materials and stabilize quality. - FY2016First statedAnnual report
「The immediate priority is: ① securing imported raw materials and stabilizing quality」
The company identifies the procurement stability and quality of overseas-sourced raw materials as immediate priorities.