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AB&Company (9251) · RiskRestatedLatest Earnings presentation (2026-06-12): "Worsened"

Rising Raw Material and Energy Costs Due to the Situation in Ukraine and the Weak Yen

First written in FY2022-Q3. 4 of 9 entries say "Restated". Latest entry: 2026-06-12.

9entries
5years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2022RestatedFY2024-Q1 – 2026-03-172022: 120222023: 220232024: 220242025: 020252026: 42026
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 357 companies write about · 369 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 122 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 370 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「In addition to the prolonged instability in international conditions associated with the Russia-Ukraine situation and the Israel-Palestine conflict, raw material prices and energy costs remain elevated due to the continued trend of yen depreciation, leaving companies facing persistently high cost burdens.」

    The Company continues to identify prolonged instability in international conditions, yen depreciation, and persistently high raw material and energy costs as external risks.
  2. FY2024-Q1RestatedAnnual report

    「Meanwhile, international conditions remain unstable due to the prolonged Russia-Ukraine situation and the Israel-Palestine conflict, and the economic outlook remains uncertain, with upward pressure on consumer prices through higher raw material prices and energy costs resulting from yen depreciation.」

    The Company continues to cite the prolonged Russia-Ukraine situation and Israel-Palestine conflict, as well as higher raw material and energy costs and upward pressure on prices resulting from yen depreciation, as factors contributing to economic uncertainty.
  3. FY2023WorsenedAnnual report

    「Meanwhile, the outlook for the economy remains uncertain, with concerns that higher raw material prices and energy costs resulting from the prolonged Russia-Ukraine situation and the renewed conflict between Israel and Palestine, together with sharp exchange-rate fluctuations, will push up consumer prices.」

    In addition to the previously cited Russia-Ukraine situation and yen depreciation, the Company identified the renewed conflict between Israel and Palestine as a new source of uncertainty.
  4. FY2023-Q3RestatedAnnual report

    「However, the outlook remains uncertain, with raw material prices and energy costs remaining elevated as a result of the prolonged turmoil surrounding Russia and Ukraine, and consumer prices rising due to sharp exchange-rate fluctuations.」

    The Company continues to cite the prolonged Russia-Ukraine situation, higher raw material and energy costs, exchange-rate fluctuations and concerns over rising consumer prices.
  5. FY2022WorsenedAnnual report

    「However, the outlook remains uncertain, with concerns over higher consumer prices resulting from surging raw material prices and energy costs caused by the prolonged turmoil surrounding Russia and Ukraine, as well as the rapid depreciation of the yen.」

    The Company described the situation in Ukraine as involving “prolonged turmoil” and expressed concern over rising consumer prices in addition to higher raw material and energy costs.
  6. FY2022-Q3First statedAnnual report

    「The economic outlook remains uncertain due to the continuing turmoil surrounding Ukraine and the rise in raw material prices and energy costs resulting from the rapid depreciation of the yen, among other factors.」

    For the first time, the Company explicitly identified the situation in Ukraine and rising raw material and energy costs due to the rapid depreciation of the yen as economic conditions during the quarter.
Moved together

"Initiation of dividends from the fiscal year ending October 2022 and a 30% payout ratio" moved the same way as this thread, in the same document, in 2 of its 9 moves.

22★12
  1. ★This thread
  2. 1Initiation of dividends from the fiscal year ending October 2022 and a 30% payout ratio2×
  3. 2Risk of impairment of fixed assets and right-of-use assets due to declining store profitability2×

★ 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
No upcoming earnings preview for AB&Company yet. It last moved in the Earnings presentation of 2026-06-12: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rising Raw Material and Energy Costs Due to the Situation in Ukraine and the Weak Yen | AB&Company Co.,Ltd. (9251) | Komori