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Sankyo Frontier (9639) · RiskMaterialised

Risk of Higher Material Purchase Prices Due to Rising Steel and Crude Oil Prices

First written in FY2016. 19 of 31 entries say "Restated". Latest entry: FY2026.

31entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2018-Q3RestatedFY2019-Q1 – FY2021-Q2RestatedFY2023 – FY2024-Q12016: 320162017: 420172018: 320182019: 420192020: 420202021: 220212022: 420222023: 320232024: 020242025: 220252026: 22026
Same theme, other companies
Rising Costs Driven by Higher Raw Material and Energy PricesA theme 354 companies write about · 366 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 121 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 367 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026MaterialisedAnnual report

    「Material prices continue to rise, while labor shortages have caused construction-start delays, extended construction periods and cancellations of construction plans, leaving the company unable to meet demand.」

    Continued increases in material prices, along with rising material and labor costs and labor shortages, are described as having actual business impacts, including delays in starting construction.
  2. 2026-05-12MaterialisedEarnings

    「Material prices continue to rise, while labor shortages have caused construction-start delays, extended construction periods and cancellations of construction plans, leaving the company unable to meet demand.」

    The company stated that rising material prices and labor shortages are affecting actual business conditions through construction-start delays, longer construction periods and canceled construction plans.
  3. FY2026-H1MaterialisedAnnual report

    「The situation is not one that can be viewed optimistically, with construction starts being delayed by rising material and labor costs, labor shortages and other factors.」

    The company states that rising material and labor costs have materialized in the construction environment and are leading to delays in starting construction.
  4. FY2025WorsenedAnnual report

    「There are concerns that soaring material and energy prices will drive up costs and squeeze margins.」

    In addition to the traditional risk of higher material prices, including steel and crude oil, the company explicitly identifies soaring energy prices as a factor driving up costs and squeezing margins.
  5. FY2024-Q1RestatedAnnual report

    「We will continue to monitor the outlook, including the risk of fluctuations in resource and raw material prices and labor shortages related to construction, and work to secure profits.」

    The company continues to identify fluctuations in resource and raw material prices as a business-environment concern and indicates that it is working to secure profits.
  6. FY2023RestatedAnnual report

    「Looking ahead, the Japanese economy will continue to face concerns about upside risks to resource and raw material prices. We will promote cost reductions and expense controls to secure profits, as well as」

    It reconfirms the upside risk to resource and raw material prices and the policy of responding through cost reductions and expense controls.
  7. FY2023-Q3MaterialisedAnnual report

    「In the construction industry, government construction investment remains solid, while private construction investment is expected to reach a level at which non-residential investment exceeds the previous fiscal year. At the same time, the situation continues to require close monitoring due to the record-weak yen and soaring construction material prices.」

    Higher construction material prices continue to be described as an actual business-environment condition, and the impact of the cost risk from higher material procurement prices continues.
  8. FY2023-Q2MaterialisedAnnual report

    「In the construction industry, government construction investment remains solid and private construction investment is also showing signs of recovery. At the same time, the situation continues to require close monitoring due to the effects of a record-weak yen, soaring construction material prices and concerns about a resurgence of COVID-19 infections.」

    Higher construction material prices are described as an actual business-environment condition, and the impact of the cost risk from higher material procurement prices continues to materialize.
  9. FY2023-Q1RestatedAnnual report

    「Although unstable conditions are expected, including lower supplies and higher prices for steel and lumber, we will work to secure profits by promoting cost-reduction initiatives.」

    It continues to disclose the instability of the material procurement environment due to lower supplies and higher prices for steel and lumber, and indicates a response through cost-reduction initiatives.
  10. FY2022MaterialisedAnnual report

    「Meanwhile, raw material prices, particularly steel prices, continue to rise, affecting costs. We will work to secure profits by promoting cost-reduction initiatives.」

    It states that high raw material prices, particularly for steel, continue to affect costs.
  11. FY2022-Q3MaterialisedAnnual report

    「Meanwhile, steel and lumber prices continue to rise, affecting costs, so we will continue to promote cost reductions and work to secure profits.」

    It states that high steel and lumber prices continue to affect costs, indicating that the impact of the risk from higher material prices is continuing to materialize.
  12. FY2022-Q2MaterialisedAnnual report

    「At the same time, steel and lumber prices continue to remain high, and the situation continues to require close monitoring because of the resulting impact on costs.」

    It states that high steel and lumber prices continue to affect costs, indicating that the risk from higher material prices is materializing as an actual cost impact.
  13. FY2022-Q1WorsenedAnnual report

    「Although unstable conditions are expected, including lower supplies and higher prices for steel and lumber,」

    In addition to the previously identified risk of higher material prices, it notes that lower supplies and higher prices for steel and lumber are expected to make the material procurement environment more unstable.
  14. FY2021-Q2RestatedAnnual report

    「During the cumulative consolidated second quarter under review, there were no significant changes in either the emergence of new business or other risks or the risks described in the securities report for the previous fiscal year.」

    It is treated as having no significant changes in the risk of higher manufacturing costs resulting from higher material procurement costs.
  15. FY2021-Q1RestatedAnnual report

    「During the cumulative first quarter of the fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is treated as having no significant changes in the risk of higher manufacturing costs resulting from higher material procurement costs.
  16. FY2020RestatedAnnual report

    「Higher iron ore prices could raise the prices of steel products, while higher crude oil prices could raise material procurement costs, increasing the manufacturing costs of unit houses and multi-level parking systems and potentially squeezing profits.」

    It reconfirms the risk of higher material procurement costs and manufacturing costs due to rising iron ore and crude oil prices.
  17. FY2020-Q3RestatedAnnual report

    「During the first nine months of the fiscal year, there were no new business risks and no material changes to the business risks described in the previous fiscal year's securities report.」

    It is treated as having no significant changes in the risk of higher manufacturing costs resulting from higher material procurement costs.
  18. FY2020-Q2RestatedAnnual report

    「During the cumulative consolidated second quarter under review, there were no significant changes in either the emergence of new business or other risks or the risks described in the securities report for the previous fiscal year.」

    It is treated as having no significant changes in the risk of higher manufacturing costs resulting from higher material procurement costs.
  19. FY2020-Q1RestatedAnnual report

    「During the cumulative first quarter of the fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is treated as having no significant changes in the risk of higher manufacturing costs resulting from higher material procurement costs.
  20. FY2019RestatedAnnual report

    「Higher iron ore prices could raise the prices of steel products, while higher crude oil prices could raise material procurement costs, increasing the manufacturing costs of unit houses and multi-level parking systems and potentially squeezing profits.」

    It reconfirms the risk of higher material procurement costs and manufacturing costs due to rising iron ore and crude oil prices.
  21. FY2019-Q3RestatedAnnual report

    「During the first nine months of the fiscal year, there were no new business risks and no material changes to the business risks described in the previous fiscal year's securities report.」

    It is treated as having no significant changes in the risk related to higher material procurement costs and other factors.
  22. FY2019-Q1RestatedAnnual report

    「During the cumulative first quarter of the fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is treated as having no significant changes in the risk related to higher material procurement costs.
  23. FY2018WorsenedAnnual report

    「At the same time, higher material procurement costs and shortages of construction workers have become apparent, resulting in notably longer construction periods and higher construction unit prices.」

    The impact of higher material procurement costs has become apparent, resulting in specific business burdens in the form of longer construction periods and higher construction unit prices.
  24. FY2018-Q3RestatedAnnual report

    「Higher material procurement costs resulting from fluctuations in raw material prices and higher labor costs due to shortages of construction workers have become apparent, and the outlook cannot be viewed optimistically.」

    It continues to disclose the risk of higher material procurement costs resulting from fluctuations in raw material prices.
  25. FY2018-Q2RestatedAnnual report

    「During the cumulative consolidated second quarter under review, there were no significant changes in either the emergence of new business or other risks or the risks described in the securities report for the previous fiscal year.」

    It is treated as having no significant changes in the risk of higher material procurement costs due to rising steel and crude oil prices and other factors.
  26. FY2018-Q1RestatedAnnual report

    「Higher material procurement costs resulting from fluctuations in raw material prices and shortages of construction workers have become apparent, and the outlook cannot be viewed optimistically.」

    It continues to disclose the risk of higher material procurement costs resulting from fluctuations in raw material prices.
  27. FY2017RestatedAnnual report

    「Higher material procurement costs resulting from fluctuations in raw material prices and shortages of construction workers have become apparent, and the outlook cannot be viewed optimistically.」

    It continues to disclose the risk of higher material procurement costs. The risk disclosures also reiterate the rise in manufacturing costs due to higher iron ore and crude oil prices.
  28. FY2017-Q3RestatedAnnual report

    「During the first nine months of the fiscal year, there were no new business risks and no material changes to the business risks described in the previous fiscal year's securities report.」

    It is treated as having no significant changes in the risk of higher material procurement costs due to rising steel and crude oil prices.
  29. FY2017-Q2RestatedAnnual report

    「During the cumulative consolidated second quarter under review, there were no significant changes in either the emergence of new business or other risks or the risks described in the securities report for the previous fiscal year.」

    It is treated as having no significant changes in the risk of higher material procurement costs due to rising steel and crude oil prices.
  30. FY2017-Q1RestatedAnnual report

    「During the cumulative first quarter of the fiscal year, there were no new business or other risks, nor any material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is treated as having no significant changes in the risk of higher material procurement costs due to rising steel and crude oil prices.
  31. FY2016First statedAnnual report

    「Higher iron ore prices could raise the prices of steel products, while higher crude oil prices could raise material procurement costs, increasing the manufacturing costs of unit houses and multi-level parking systems and potentially squeezing profits.」

    It states that higher iron ore and crude oil prices could raise manufacturing costs and squeeze profits.
Moved together

"Economic uncertainty caused by a slowdown in China and emerging markets and currency fluctuations" moved the same way as this thread, in the same document, in 7 of its 31 moves.

73322★12345
  1. ★This thread
  2. 1Economic uncertainty caused by a slowdown in China and emerging markets and currency fluctuations7×
  3. 215,000 new rental units to be deployed3×
  4. 3Business operating risk from the emerging shortage of construction workers3×
  5. 485 new locations planned for FY20162×
  6. 5Slowing Public Construction Investment and the Demand Outlook2×

★ 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 Sankyo Frontier yet. It last moved in the Earnings of 2026-05-12: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Risk of Higher Material Purchase Prices Due to Rising Steel and Crude Oil Prices | SANKYO FRONTIER CO.,LTD. (9639) | Komori