Concerns about the economic outlook due to soaring raw material prices
First written in FY2023-Q1. 7 of 11 entries say "Restated". Latest entry: FY2027-H1.
Ait moved to the "Worse" side of this theme in 2025, 2 years after the typical company in this theme (2023).
The whole theme swung hardest in 2022: 16 of 28 companies on the "Worse" side.
20 other companies' latest entry also says "Restated".
- FY2027-H1RestatedAnnual report
「Meanwhile, inflation resulting from persistently high energy and raw-material prices continued, and the increased burden on household finances heightened consumers' preference for frugality and their focus on protecting their standard of living, leading to cautious personal consumption.」
Consumers' preference for frugality continues amid persistently high energy and raw-material prices, inflation, and increased household burdens. - 2026-10-09WorsenedEarnings
「エネルギー・原材料価格の高止まりに伴う物価上昇が継続しており、家計負担の増加から消費者の節約志向や生活防衛意識が高まり、個人消費には慎重な動きがみられました。」
エネルギー・原材料価格の高止まりと物価上昇が継続し、個人消費への下押し要因として記載された。 - FY2026-H1WorsenedAnnual report
「During the current interim consolidated accounting period, Japan’s economy remained on a gradual recovery trend, supported by improvements in employment and income conditions and expanding inbound demand. At the same time, continued price increases and the impact of US trade policy posed downside risks to the economy, and the outlook remained uncertain.」
Amid continued downside risks to the economy from sustained inflation, the impact of U.S. trade policy is also cited as a new factor of concern. - FY2025RestatedAnnual report
「As essential goods undergo successive price increases against a backdrop of the prolonged yen depreciation and persistently high raw material and energy prices」
The disclosure continues to describe inflationary pressure from the weaker yen, persistently high raw material and energy prices, and price increases for essential goods. - FY2025-H1RestatedAnnual report
「Amid the prolonged yen depreciation and rising raw material prices and energy costs, essential goods continue to undergo price increases」
The disclosure continues to cite the weaker yen, higher raw material prices and energy costs, and inflationary pressure from price increases for essential goods as factors of concern for the economic outlook. - FY2024-Q2RestatedAnnual report
「As people gradually return to their previous daily lives, consumers have also become more inclined to save due to rising prices stemming from unstable global conditions, the depreciation of the yen and surging raw material prices. The economic outlook therefore remains uncertain.」
The disclosure continues to describe unstable global conditions, the weaker yen, soaring raw material prices, consumers' inclination to economize due to inflation, and uncertainty over the economic outlook. - FY2024-Q1RestatedAnnual report
「However, amid continued high prices due in part to the depreciation of the yen and unstable global conditions, consumers have also become more inclined to economize, and the economic outlook remains uncertain.」
The disclosure continues to describe high prices, consumers' inclination to economize and uncertainty over the economic outlook against the backdrop of the weaker yen and unstable global conditions. - FY2023RestatedAnnual report
「Raw material and energy prices have soared due to worsening international conditions and the depreciation of the yen, while inflation continues,」
The disclosure continues to describe the ongoing inflationary pressure caused by soaring raw material and energy prices and the depreciation of the yen. - FY2023-Q3RestatedAnnual report
「Amid mounting inflationary pressure due to soaring raw material and energy prices associated with heightened tensions over Ukraine and the rapid depreciation of the yen,」
Inflationary pressure from soaring raw material and energy prices, as well as the rapid depreciation of the yen, continues. - FY2023-Q2WorsenedAnnual report
「The timing of the end of the infectious disease outbreak remains uncertain, while prices are rising due to heightened tensions over Ukraine, soaring raw material and energy prices, and the rapid depreciation of the yen,」
In addition to the previously cited surge in raw material prices, the disclosure now also cites soaring energy prices and inflation caused by the rapid depreciation of the yen. - FY2023-Q1First statedAnnual report
「The outlook remains uncertain, with numerous factors raising concerns about the economic outlook, including heightened tensions over Ukraine, soaring raw material prices and the rapid depreciation of the yen.」
Soaring raw material prices are cited as a new macroeconomic risk factor heightening uncertainty over the economic outlook.