Komori
Ten Allied (8207) · RiskMaterialised

Surging Raw Material and Energy Prices Due to the Russia-Ukraine Situation

First written in FY2022. 7 of 14 entries say "Materialised", first in FY2024. Latest entry: 2026-11-12.

14entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023-Q2 – FY2024-Q3MaterialisedFY2024 – 2026-11-122022: 320222023: 320232024: 320242025: 220252026: 32026
Same theme, other companies
Supply Chain Disruptions and Higher Costs Due to Geopolitical TensionsA theme 55 companies write about · 55 as a headwind · 0 as a tailwind

Ten Allied 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 2022: 25 of 42 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 55 companies compared. The sentences above are computed from all 55.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「As a result, profit decreased by ¥353 million year on year, resulting in an operating loss of ¥120 million.」

    The risk of higher raw material and energy prices stemming from international conditions and foreign exchange rates emerged in actual performance as higher procurement costs and an operating loss of ¥120 million.
  2. FY2026-H1MaterialisedAnnual report

    「Meanwhile, particularly in the food-service industry, the difficult operating environment continues amid soaring energy and raw material prices due to worsening international conditions and sharp exchange-rate fluctuations, as well as rising labor costs due to labor shortages, and the situation remains uncertain.」

    The continuing risk of higher raw material and energy prices stemming from international conditions and foreign exchange rates has emerged in actual performance, with higher procurement costs contributing to operating loss.
  3. FY2025MaterialisedAnnual report

    「In terms of profit, operating profit was ¥232 million, compared with operating profit of ¥168 million in the same period of the previous year, despite the impact of higher procurement costs and labor expenses.」

    Higher procurement costs and labor expenses emerged as actual factors affecting profit during the fiscal year. Despite rising costs, operating profit increased from the same period of the previous year.
  4. FY2025-H1MaterialisedAnnual report

    「Despite the impact of higher procurement costs and personnel expenses, the company posted operating profit of ¥98 million, compared with an operating loss of ¥10 million in the same period of the previous year; ordinary profit of ¥102 million, compared with an ordinary loss of ¥3 million; and interim net income attributable to owners of the parent of ¥69 million, compared with an interim net loss attributable to owners of the parent of ¥32 million.」

    Higher procurement costs and labor expenses emerged as actual factors affecting profit during the interim period. Despite rising costs, the company returned to profitability from a loss in the same period of the previous year.
  5. FY2024MaterialisedAnnual report

    「In terms of profit, operating profit was ¥168 million, compared with an operating loss of ¥1,328 million in the same period of the previous year, despite higher procurement costs and labor expenses.」

    Higher procurement costs and labor expenses are identified as actual performance factors, showing the impact of cost-increase risks, including higher raw material and energy prices, on expenses.
  6. FY2024-Q3RestatedAnnual report

    「Meanwhile, the prolonged Russia-Ukraine situation and rapid yen depreciation have driven up raw material and energy prices and caused prices across the economy to surge, leaving the outlook uncertain.」

    The company continues to describe the risk of higher raw material, energy and overall prices driven by the prolonged Russia-Ukraine situation and yen depreciation.
  7. FY2024-Q2RestatedAnnual report

    「The prolonged Russia-Ukraine situation and rapid yen depreciation continue, driving up raw material and energy prices and causing prices across the economy to surge, leaving the outlook uncertain.」

    The company continues to describe the risk of higher raw material, energy and overall prices driven by the prolonged Russia-Ukraine situation and yen depreciation.
  8. FY2023RestatedAnnual report

    「The Russia-Ukraine situation may create risks including surging raw material prices and higher electricity and gas charges due to energy shortages, which may affect the consolidated performance of the group.」

    The company continues to describe the risk of higher raw material prices and electricity and gas charges driven by the Russia-Ukraine situation.
  9. FY2023-Q3RestatedAnnual report

    「The prolonged Russia-Ukraine situation and rapid yen depreciation have driven up raw material and energy prices and caused prices across the economy to surge, leaving the outlook uncertain.」

    The company continues to describe the risk of higher raw material, energy and overall prices driven by the Russia-Ukraine situation and yen depreciation.
  10. FY2023-Q2RestatedAnnual report

    「The prolonged Russia-Ukraine situation and rapid yen depreciation have driven up raw material and energy prices and caused prices across the economy to surge, leaving the outlook uncertain.」

    The company continues to describe the risk of higher raw material, energy and overall prices driven by the Russia-Ukraine situation and yen depreciation.
  11. FY2023-Q1WorsenedAnnual report

    「The prolonged Russia-Ukraine situation and rapid yen depreciation have driven up raw material and energy prices and caused prices across the economy to surge, leaving the outlook uncertain.」

    In addition to the Russia-Ukraine situation, rapid yen depreciation and a sharp rise in prices across the economy are explicitly identified, broadening the background and potential impact of the risk of higher raw material and energy prices. The price increases themselves are described as part of the current operating environment.
  12. FY2022First statedAnnual report

    「The Russia-Ukraine situation may create risks including surging raw material prices and higher electricity and gas charges due to energy shortages, which may affect the consolidated performance of the group.」

    The Russia-Ukraine situation is described as a new risk that could affect consolidated performance through higher raw material prices and electricity and gas charges.
Moved together

"Difficulty Securing Personnel and Rising Labor Costs Due to Labor Shortages" moved the same way as this thread, in the same document, in 7 of its 14 moves.

754333★123456
  1. ★This thread
  2. 1Difficulty Securing Personnel and Rising Labor Costs Due to Labor Shortages7×
  3. 2Stable Procurement of Safe, High-Quality Food Ingredients5×
  4. 3Sound Store Operations and Establishing a Steady Earnings Structure4×
  5. 4Improvements to Store Work Systems and Cost Reduction3×
  6. 5Earnings improve, but profitability remains out of reach3×
  7. 6Increase in net income per share, return on equity, and cash flow3×

★ 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
Ten Allied's next results are scheduled for 2026-11-12. Read the earnings preview It last moved in the Revisions to earnings forecasts of 2026-11-12: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.