Komori
Hokushin (7897) · RiskMaterialised

Price fluctuations in petrochemical feedstocks, electricity, LNG and other inputs

First written in FY2016. 16 of 40 entries say "Materialised", first in FY2017-Q1. Latest entry: 2026-09-25.

40entries
11years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2017-Q1 – FY2019-Q2WorsenedFY2021 – FY2023-Q2MaterialisedFY2024 – 2026-09-252016: 320162017: 420172018: 320182019: 420192020: 420202021: 420212022: 420222023: 420232024: 320242025: 220252026: 52026
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 355 companies write about · 367 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 121 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 368 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「Manufacturing costs remained on an upward trend, as in the previous year, due not only to higher raw material prices and labor costs but also to inflation-driven increases in expenses.」

    Higher raw-material prices continued to drive up manufacturing costs, together with higher labor costs and inflation-driven increases in expenses.
  2. FY2026-H1MaterialisedAnnual report

    「Manufacturing costs remained elevated, as they had the previous year, due to higher adhesive raw-material costs.」

    The increase and continued elevation of adhesive raw-material costs persisted, and the risk of higher costs resulting from price volatility materialized.
  3. FY2025MaterialisedAnnual report

    「In addition, energy costs and adhesive raw-material costs linked to crude oil prices remained elevated, as they had in the previous fiscal year.」

    The continued elevation of energy and adhesive raw-material costs linked to crude oil prices was confirmed throughout the fiscal year.
  4. FY2025-H1MaterialisedAnnual report

    「Energy costs linked to crude oil prices followed an upward trend year on year.」

    An actual increase in energy costs linked to crude oil prices was cited as a factor hindering the maintenance of profitability.
  5. FY2024WorsenedAnnual report

    「Amid an unstable global economy, crude oil prices and exchange rates are expected to fluctuate substantially, with raw-material, energy and logistics costs also expected to fluctuate significantly.」

    It indicated that substantial price volatility was expected not only in crude oil and foreign exchange, but also in logistics costs.
  6. FY2024-Q3MitigatedAnnual report

    「Although energy and adhesive costs, which are linked to crude oil prices, remained elevated, they declined year on year. In addition, progress in cost reductions through production activities enabled the company to maintain profitability.」

    Although energy and adhesive costs remained elevated, they declined year on year, and cost reductions from production activities also progressed, partially mitigating the impact of higher costs resulting from price volatility.
  7. FY2024-Q2RestatedAnnual report

    「Energy and adhesive raw material costs, which are linked to crude oil prices, remained elevated despite signs of easing compared with the second half of the previous fiscal year. The increases could not be absorbed through pass-through to selling prices, and the company was unable to maintain profitability.」

    The continued elevation of energy and adhesive raw-material costs, and the inability to absorb them through price pass-through, were reconfirmed.
  8. FY2024-Q1WorsenedAnnual report

    「Although energy costs and adhesive raw-material costs linked to crude oil prices showed signs of easing from the second half of the previous fiscal year, they remained elevated, and we were unable to absorb them by passing them on to selling prices, so we were unable to maintain profitability.」

    It was stated that energy and adhesive raw-material costs remained elevated, and that the inability to absorb them through price pass-through affected the maintenance of profitability.
  9. FY2023WorsenedAnnual report

    「In production, energy costs and adhesive raw-material costs, both linked to crude oil prices, rose substantially, but we were able to maintain profitability through selling-price revisions and control of manufacturing costs. However, from the third quarter onward, we were unable to absorb the impact of further increases in raw-material and energy costs by passing them on to selling prices, and were unable to maintain profitability.」

    It was stated that energy and adhesive raw-material costs continued to rise substantially, and that additional increases in the second half could not be absorbed through selling-price pass-through.
  10. FY2023-Q3RestatedAnnual report

    「Energy and adhesive costs, which are linked to crude oil prices, rose substantially. However, the company maintained profitability through price pass-through and by containing manufacturing costs.」

    It was stated that profitability was maintained through passing costs on to selling prices and controlling manufacturing costs, despite continued substantial increases in energy and adhesive costs.
  11. FY2023-Q2WorsenedAnnual report

    「Energy and adhesive costs, which are linked to crude oil prices, continued to rise substantially. However, productivity improvements, securing production volumes and cost reductions contained the increase in cost of sales, while price pass-through enabled the company to maintain profitability.」

    A substantial increase in energy and adhesive costs linked to crude oil prices actually occurred. It was stated that the impact of higher costs was contained through productivity improvements and passing costs on to prices.
  12. FY2023-Q1WorsenedAnnual report

    「In addition to the acceleration in resource and raw material price increases amid the protracted situation in Ukraine, the rapid depreciation of the yen resulting from the widening interest-rate differential between Japan and the United States caused inflation to advance more than expected, and the outlook for the economy remained uncertain.」

    The simultaneous mention of accelerating surges in resource and raw-material prices and a rapid depreciation of the yen indicated that cost and economic risks through price volatility had increased.
  13. FY2022WorsenedAnnual report

    「In production, energy and adhesive costs, which are linked to crude oil prices, rose substantially. However, proactive expense controls and full production amid strong sales enabled the company to contain cost of sales to a certain extent.」

    Significant increases in energy and adhesive costs linked to crude oil prices actually occurred. The company stated that full-capacity production and expense controls contained part of the increase in costs.
  14. FY2022-Q3WorsenedAnnual report

    「In production, energy and adhesive costs, which are linked to crude oil prices, rose substantially. However, full production amid strong sales enabled the company to contain cost of sales.」

    The increase in energy and adhesive costs linked to crude oil prices was described as significant, indicating an increased impact from price volatility risk. The company also disclosed that full-capacity production contained costs and that price increases for domestic MDF had taken hold.
  15. FY2022-Q2MaterialisedAnnual report

    「In production, energy and adhesive costs, which are linked to crude oil prices, have been trending upward. However, higher production volumes amid strong sales enabled the company to contain cost of sales.」

    The company stated that energy and adhesive costs linked to crude oil prices actually trended higher. Higher production volumes contained cost of sales.
  16. FY2022-Q1MaterialisedAnnual report

    「In production, energy and adhesive costs, which are linked to crude oil prices, increased. However, higher production volumes amid strong sales enabled the company to contain cost of sales.」

    The company stated that energy and adhesive costs linked to crude oil prices actually increased. Higher production volumes contained cost of sales.
  17. FY2021WorsenedAnnual report

    「Crude oil prices are expected to remain highly volatile due to the unstable global economy, with raw material and energy costs also expected to fluctuate significantly.」

    The company explicitly highlighted crude oil price volatility and the prospect of significant fluctuations in raw material and energy costs, emphasizing the risk of price volatility.
  18. FY2021-Q3MitigatedAnnual report

    「Cost of sales declined year on year due to lower crude oil prices, lower raw material and energy unit costs resulting from eased supply and demand, the effect of the wood chip foreign-matter removal equipment, and significant reductions in manufacturing overhead.」

    The impact of price fluctuations on cost increases was mitigated during the quarter by lower crude oil prices and lower raw material and energy unit costs resulting from eased supply and demand.
  19. FY2021-Q2RestatedAnnual report

    「On the production side, lower energy prices due to falling crude oil prices and lower raw material prices resulting from looser supply and demand, together with the full-scale operation of the wood chip foreign-matter removal system introduced in April, contained raw material costs and manufacturing expenses.」

    Lower raw material and energy unit costs due to lower crude oil prices and eased supply and demand, together with the operation of the equipment, contained the impact of price fluctuations on cost increases.
  20. FY2021-Q1MitigatedAnnual report

    「On the production side, lower energy unit costs due to declining crude oil prices and lower raw material unit costs due to eased supply and demand, together with the effect of the wood chip foreign-matter removal equipment that began full-scale operation in April, contained raw material and manufacturing overhead costs, resulting in a year-on-year decline in cost of sales.」

    The risk of increases in raw material costs, manufacturing overhead and cost of sales was mitigated during the quarter by lower crude oil prices, lower raw material unit costs resulting from eased supply and demand, and the effect of the foreign-matter removal equipment.
  21. FY2020MitigatedAnnual report

    「Raw material and energy costs, which had surged in the previous year, declined due to eased supply and demand for adhesive raw materials amid US-China trade tensions and lower crude oil prices, containing the increase in cost of sales.」

    Raw material and energy costs, which had surged in the previous year, declined, mitigating the impact of price fluctuations on cost increases during the fiscal year.
  22. FY2020-Q3RestatedAnnual report

    「Wood chip prices surged due to tighter supply and demand in Southeast Asia, while adhesive unit prices declined as crude oil prices remained low and supply and demand eased. In addition, energy costs declined.」

    The company reconfirmed that raw material and energy prices were affected by both soaring wood chip prices and declining adhesive unit prices and energy costs.
  23. FY2020-Q2RestatedAnnual report

    「Wood chip prices surged due to tighter supply and demand in Southeast Asia, while adhesive unit prices declined as crude oil prices remained low and supply and demand eased. In addition, energy costs declined.」

    The company reconfirmed that raw material and energy prices were affected by both soaring wood chip prices and declining adhesive unit prices and energy costs.
  24. FY2020-Q1Wood chip prices surged while other raw material and energy costs declinedAnnual report

    「On the production side, wood chip prices surged as supply and demand tightened in Southeast Asia. However, lower adhesive prices due to weak crude oil prices and looser supply and demand, lower energy costs, and improved capacity utilization and productivity, which had recovered from the previous year, resulted in a year-on-year decrease in cost of sales.」

    Wood chip prices surged due to tighter supply and demand in Southeast Asia, while crude oil prices, adhesive unit prices and energy costs declined, reducing cost of sales.
  25. FY2019WorsenedAnnual report

    「In production, we were unable to pass on the substantial increases in raw-material and energy unit costs to selling prices, resulting in lower profit margins.」

    Significant increases in raw material and energy prices actually occurred, and could not be fully passed through to selling prices, weighing on margins. The company stated that it reviews its choice of electricity and gas suppliers each year following energy market liberalization.
  26. FY2019-Q3RestatedAnnual report

    「During the cumulative third-quarter period, there were no occurrences of matters described in this quarterly securities report concerning the business or financial condition that could have a material impact on investors' decisions, and no material changes to the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    The company stated that there had been no material changes to the risks associated with its existing businesses, including price fluctuations in petrochemical feedstocks, electricity, LNG and other inputs.
  27. FY2019-Q2WorsenedAnnual report

    「On the production side, manufacturing costs increased because of tighter timber-harvesting restrictions in Southeast Asia, the source of imported wood chips, surging raw-material and energy costs affected by crude oil prices, and lower production caused by Typhoon No. 21.」

    In addition to timber logging regulations and crude oil prices, production cuts caused by typhoons also actually occurred as a factor driving up costs, with multiple cost pressures overlapping.
  28. FY2019-Q1WorsenedAnnual report

    「Higher imported raw material unit costs due to tighter timber logging regulations and other factors, together with higher crude oil prices, increased raw material and energy costs and pushed up manufacturing costs.」

    The company stated that higher imported raw material unit costs and crude oil prices actually increased raw material and energy costs and pushed up manufacturing costs.
  29. FY2018-Q3WorsenedAnnual report

    「On the production side, although imported raw-material unit costs rose because of tighter restrictions on timber harvesting and other factors, and raw-material costs increased as China tightened environmental regulations, we contained the increase in manufacturing costs through multiple sourcing to limit imported raw-material costs, full-capacity production in response to strong sales, and equipment improvements aimed at improving yield and productivity through ongoing raw-material recycling.」

    Higher raw material costs due to timber logging regulations and tighter environmental regulations in China actually occurred, broadening the factors driving raw material price increases.
  30. FY2018-Q2MaterialisedAnnual report

    「On the production side, although imported raw-material unit costs rose because of tighter restrictions on timber harvesting and other factors, and energy costs increased as crude oil prices recovered at the end of the previous fiscal year, we contained the increase in manufacturing costs through forward exchange contracts to limit imported raw-material costs, full-capacity production in response to strong sales, and equipment improvements aimed at improving yield and productivity through ongoing raw-material recycling.」

    Imported raw material unit costs increased due to logging regulations and other factors, while energy costs increased as crude oil prices recovered. Measures taken contained the increase in manufacturing costs.
  31. FY2018-Q1MaterialisedAnnual report

    「On the production side, although imported raw-material unit costs rose because of tighter restrictions on timber harvesting and other factors, and energy costs increased as crude oil prices recovered at the end of the previous fiscal year, we contained the increase in manufacturing costs through forward exchange contracts to limit imported raw-material costs, full-capacity production in response to strong sales, and equipment improvements aimed at improving yield and productivity through ongoing raw-material recycling.」

    Imported raw material unit costs increased due to logging regulations and other factors, while energy costs increased as crude oil prices recovered. Measures taken contained the increase in manufacturing costs.
  32. FY2017MaterialisedAnnual report

    「In terms of profit, manufacturing costs declined as the stronger yen reduced raw material costs and lower crude oil prices reduced energy costs. Gross profit was ¥2.04 billion, up 30.8% year on year.」

    The company disclosed that fluctuations in foreign exchange rates and crude oil prices actually affected raw material costs, energy costs and manufacturing costs.
  33. FY2017-Q3MaterialisedAnnual report

    「On the production side, imported raw-material costs rose because of tighter restrictions on timber harvesting and other factors. However, manufacturing costs were reduced through lower energy costs resulting from lower crude oil prices, full-capacity production in response to strong sales, and equipment improvements aimed at improving yield and productivity through raw-material recycling.」

    Higher imported raw material costs due to tighter logging regulations and lower energy costs due to lower crude oil prices actually occurred during the cumulative third-quarter period.
  34. FY2017-Q2MaterialisedAnnual report

    「On the production side, imported raw-material costs rose because of tighter restrictions on timber harvesting and other factors. However, manufacturing costs were reduced through lower energy costs resulting from lower crude oil prices, full-capacity production in response to strong sales, and equipment improvements aimed at improving yield and productivity through raw-material recycling.」

    Higher imported raw material costs due to tighter logging regulations and lower energy costs due to lower crude oil prices actually occurred during the cumulative quarterly period.
  35. FY2017-Q1MaterialisedAnnual report

    「Although imported raw material costs increased due to tighter local logging regulations and other factors, manufacturing costs were reduced through lower energy costs resulting from lower crude oil prices, full-capacity production driven by strong sales, improved yields from raw material recycling, and equipment improvements aimed at increasing productivity.」

    Actual price fluctuations occurred in raw material and energy costs. Imported raw material costs increased, while energy costs declined due to lower crude oil prices.
  36. FY2016First statedAnnual report

    「Crude oil and natural gas prices are subject to significant fluctuations depending on conditions in producing countries and the international supply-demand balance. If this causes price fluctuations in petrochemical products used as raw materials for our adhesives, or in energy costs such as electricity and LNG, this could affect manufacturing costs.」

    The company disclosed that fluctuations in crude oil and natural gas prices could affect manufacturing costs through adhesive raw materials and energy costs.
Moved together

"Declining Housing Starts and Weak Demand Driven by the Declining Birthrate and an Aging Population" moved the same way as this thread, in the same document, in 14 of its 40 moves.

1477655★123456
  1. ★This thread
  2. 1Declining Housing Starts and Weak Demand Driven by the Declining Birthrate and an Aging Population14×
  3. 2Downside Risk to Economic Activity from Slowing Emerging-Market Economies, Yen Appreciation, Falling Stock Prices and the UK's Withdrawal from the EU7×
  4. 3Supply Constraints for New Zealand Products and Imports from Southeast Asia7×
  5. 4Rising Labor Costs Due to Population Decline and Work-Style Reform6×
  6. 5Performance-linked compensation tied to net income for the period5×
  7. 6Operational and Supply Chain Disruptions Caused by the Spread of COVID-195×

★ 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
Hokushin's next results are scheduled for 2026-10-30. Read the earnings preview It last moved in the Earnings forecast revision of 2026-09-25: "Materialised".
News
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Price fluctuations in petrochemical feedstocks, electricity, LNG and other inputs | HOKUSHIN CO.,LTD. (7897) | Komori