Uncertainty in the business environment due to semiconductor supply shortages and soaring crude oil prices
First written in FY2022-Q2. 3 of 7 entries say "Worsened", first in FY2022. Latest entry: 2026-07-30.
King Jim moved to the "Worse" side of this theme in 2022, 1 year before the typical company in this theme (2023).
The whole theme swung hardest in 2022: 4 of 8 companies on the "Worse" side.
1 other company's latest entry also says "Worsened".
- 2026-07-30WorsenedEarnings
「In addition, against a backdrop of instability in naphtha market conditions and other factors, raw-material prices rose and delivery lead times lengthened, while some customers placed orders in advance or made rush purchases.」
The company stated that higher raw-material prices and longer delivery lead times had actually occurred. - FY2023RestatedAnnual report
「The Group's products use synthetic resins, paper, steel sheets, semiconductors and other materials as their main raw materials. Prices for these materials may fluctuate significantly due to crude oil market prices and shortages caused by disruptions in global supply and demand.」
The Company continues to describe the risk of supply shortages and price fluctuations for raw materials, including semiconductors, in relation to crude oil prices and the global supply-demand balance. - FY2023-Q2WorsenedAnnual report
「During the second quarter of the current consolidated fiscal year, the impact of prolonged TEPRA stockouts due to the semiconductor shortage continued. However, supported by sales from ライフオンプロダクツ㈱, which became a consolidated subsidiary in November 2021, revenue was ¥18,582.31 million, up 14.0% year on year.」
The semiconductor shortage continued to cause TEPRA stockouts, prolonging its impact on sales. - FY2023-Q1MaterialisedAnnual report
「The impact of TEPRA stockouts caused by the semiconductor shortage continued, resulting in a significant decline in sales.」
The semiconductor shortage materialized as TEPRA stockouts and lower sales, affecting business performance. - FY2022WorsenedAnnual report
「The Group's products use synthetic resins, paper, steel sheets, semiconductors and other materials as their main raw materials. Prices for these materials may fluctuate significantly due to crude oil market prices and shortages caused by disruptions in global supply and demand.」
The Company specified synthetic resins, paper, steel sheets, semiconductors and other materials as risks, and outlined the possibility of price fluctuations and procurement difficulties due to crude oil prices and supply-demand disruptions. - FY2022-Q3MaterialisedAnnual report
「Partly due to the impact of stockouts of files and other products caused by lockdowns at production plants in Southeast Asia, as well as TEPRA stockouts resulting from semiconductor shortages, sales amounted to ¥26,345.69 million, down 2.1% year on year.」
The semiconductor shortage noted in the previous quarter materialized as TEPRA stockouts and became a factor behind the decline in sales. - FY2022-Q2First statedAnnual report
「The outlook remains uncertain due to semiconductor shortages and surging crude oil prices.」
Semiconductor shortages and surging crude oil prices were described as new external factors making the economic and business environment during the quarter uncertain.