Komori
Ef-On (9514) · RiskMitigated

Increase in logistics and outsourcing costs due to higher diesel and gasoline prices

First written in FY2022-Q1. 2 of 4 entries say "Materialised", first in FY2022-Q1. Latest entry: FY2025.

4entries
5years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseMaterialisedFY2022-Q1 – FY2022-Q2RestatedFY2023-Q12021: 12022: 220222023: 020232024: 020242025: 12025
Same theme, other companies
Increase in Logistics and Outsourcing Costs Due to Rising Fuel PricesA theme 18 companies write about · 18 as a headwind · 0 as a tailwind

Ef-On moved to the "Worse" side of this theme in 2021, the same year as the typical company in this theme.

The whole theme swung hardest in 2026: 8 of 13 companies on the "Worse" side.

1 other company's latest entry also says "Mitigated".

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 18 companies compared. The sentences above are computed from all 18.
Full recordFilings, disclosures and news, newest first
  1. FY2025MitigatedAnnual report

    「Costs related to outsourced logging operations in the forestry business, ocean freight for fuel procurement and port cargo handling decreased because procurement from distant locations was curtailed.」

    Regarding the cost risk from higher fuel prices and logistics costs, it states that outsourced logging costs, ocean freight and port cargo handling costs decreased as a result of curtailing procurement from distant locations.
  2. FY2023-Q1RestatedAnnual report

    「Rising diesel and gasoline prices pushed up logistics costs and led to higher costs for outsourced forestry operations and power plant operations, among other effects.」

    It states that higher diesel and gasoline prices continue to increase logistics costs, outsourced forestry costs and power plant operating costs.
  3. FY2022-Q2MaterialisedAnnual report

    「In addition, rising diesel and gasoline prices pushed up logistics costs and led to higher costs for outsourced forestry operations and power plant operations.」

    Rising diesel and gasoline prices continue to be reflected in higher logistics costs, outsourced forestry costs and power plant operating costs.
  4. FY2022-Q1MaterialisedAnnual report

    「Higher diesel and gasoline prices pushed up logistics costs, increasing costs related to power plant operations as well as external outsourcing expenses in the forestry business.」

    The Company identifies rising diesel and gasoline prices as a new cost risk that actually increased logistics costs, forestry-business outsourcing expenses and power plant operating costs.
Moved together

"Dependence on Interest-Bearing Debt and Interest-Rate Risk" moved the same way as this thread, in the same document, in 3 of its 4 moves.

333222★123456
  1. ★This thread
  2. 1Dependence on Interest-Bearing Debt and Interest-Rate Risk3×
  3. 2Substantial growth in consolidated revenue and earnings led by the power-generation business3×
  4. 3Risk of fluctuations in material and labor costs in maintenance cost estimates3×
  5. 4Promotion and expansion of energy efficiency and domestically produced renewable energy2×
  6. 5Response to Full Deregulation of Retail Electricity Sales and Electricity System Reform2×
  7. 6Risk of supply disruption and price increases for wood biomass fuel2×

★ 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
Ef-On's next results are scheduled for 2026-11-05. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Increase in logistics and outsourcing costs due to higher diesel and gasoline prices | EF-ON INC. (9514) | Komori