Profit Pressure on the Logistics Services Business from Rising Material Prices
First written in FY2022-Q2. 5 of 11 entries say "Restated". Latest entry: 2026-07-30.
The whole theme swung hardest in 2022: 122 of 167 companies on the "Worse" side.
- FY2026-H1RestatedAnnual report
「In Japan, the automotive industry, which has close ties to the Group, has seen a recovery in production volumes, while issues including labor shortages, higher resource prices and rising wages continue. Overseas, conditions remain uncertain due to factors including U.S. tariff issues, a slowdown in the shift to EVs and the effects of currency fluctuations.」
In addition to labor shortages, soaring resource prices and rising wages, uncertainties in the cost and supply environment, including overseas tariff issues and currency fluctuations, persist. - FY2025RestatedAnnual report
「In Japan, challenging conditions, including labor shortages and soaring resource prices and wages, continue, while concerns over higher prices resulting from U.S.-China trade friction and the prolonged situation in Ukraine leave the outlook uncertain.」
Concerns over higher prices resulting from resource prices, wages and geopolitical conditions continue, and cost pressures remain a recurring disclosure item. - FY2025-H1RestatedAnnual report
「In the automotive industry, which has close ties to the Group, conditions remain uncertain. In addition to the effects of factory shutdowns caused by typhoons, Japan continues to face challenging conditions, including labor shortages, soaring resource prices and rising wages, while concerns over higher prices resulting from U.S.-China trade friction and the prolonged situation in Ukraine also persist.」
Concerns over higher prices caused by soaring resource prices, rising wages and geopolitical conditions persist, compounded by factory shutdowns caused by typhoons. - FY2024WorsenedAnnual report
「Prices have been rising across all of the businesses operated by our group, making the enhancement of the added value of the services, products and goods we provide, the pass-through of higher costs to selling prices, and cost reductions important issues to address.」
In addition to higher material costs, price increases common across the businesses and the need to pass them on to selling prices and reduce costs are noted, indicating broader cost pressures. - FY2024-Q2WorsenedAnnual report
「In Japan, challenging conditions that leave little room for complacency continue, including labor shortages and sharp increases in resource prices and wages.」
In addition to the previously noted surge in material costs, sharp increases in resource prices and wages are noted, indicating that cost pressures are continuing and becoming more pronounced. - FY2023RestatedAnnual report
「Overseas, the company remains in a situation requiring close monitoring of various impacts, including higher raw-material prices resulting from the situation in Ukraine, and economic and monetary policies and currency movements in the United States and other countries worldwide.」
Higher raw-material prices and the effects of currency movements and monetary policy continue to pose cost and operating-environment risks for the logistics services business. - FY2023-Q3WorsenedAnnual report
「Production constraints and worsening shortages caused by supply-chain disruptions in the market associated with lockdowns in China, as well as higher raw-material and energy costs resulting from the prolonged Russia-Ukraine conflict, created a challenging operating environment.」
In addition to the previously noted surge in material costs, higher energy costs, supply-chain disruptions, and worsening production constraints and shortages are noted, indicating broader cost and supply pressures. - FY2022-Q3MaterialisedAnnual report
「Operating income was ¥2,918 million, up 38.1% year on year, despite the impact of higher material costs in the storage equipment business, owing mainly to increased order volumes in the packaging business.」
The impact of higher material costs on operating income in the storage equipment business continues to be reported. - FY2022-Q2First statedAnnual report
「Operating profit in the storage equipment products business was affected by higher material costs and deteriorating profitability at overseas subsidiary KIMURA, INC., among other factors, although」
The surge in material costs is described independently for the first time this quarter as a risk affecting operating income in the storage equipment products business.