Komori
Nagawa (9663) · RiskMitigated

Higher costs due to soaring steel, timber, and construction machinery prices

First written in FY2017. 4 of 12 entries say "Materialised", first in FY2022-Q3. Latest entry: 2026-10-26.

12entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2020MaterialisedFY2022-Q3 – 2026-05-152017: 120172018: 120182019: 020192020: 120202021: 020212022: 220222023: 120232024: 120242025: 220252026: 32026
Same theme, other companies
Higher costs and depreciation expenses due to soaring steel, lumber and construction equipment pricesA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-10-26MitigatedEarnings

    「利益につきましても価格転嫁が進み、改善が見られました。」

    資材高騰が続く環境下で、価格転嫁の進展による利益面の影響抑制が記載されている。
  2. FY2026MitigatedAnnual report

    「The cost ratio was 60.2% for the current fiscal year, down 0.6 percentage points from 60.8% in the previous fiscal year. The company worked to strengthen its production system by reducing labor requirements in factory production and to pass through prices by increasing added value, thereby containing the rise in the cost ratio.」

    Although the impact of soaring material prices continues, company-wide labor savings and price pass-throughs reduced the cost ratio from 60.8% to 60.2%, indicating that the impact was contained.
  3. 2026-05-15WorsenedEarnings

    「市場の職人不足と資材高騰が進んだことで、法人の設備投資案件が大型案件から小型案件に規模縮小傾向で受注の鈍化が見受けられました。また、職人不足や資材高騰の影響で、工事採算は前期を下回る推移となりました。」

    職人不足・資材高騰が受注案件の小型化と工事採算の低下として実績化している。
  4. FY2026-H1MaterialisedAnnual report

    「Regarding costs, we struggled with ongoing projects due to soaring material and labor costs.」

    Higher material and labor costs are having a direct impact on ongoing module and system construction projects.
  5. FY2025WorsenedAnnual report

    「The cost ratio rose 1.2 percentage points to 60.8% from 59.6% in the previous fiscal year, affected by external factors such as labor shortages and soaring raw material prices despite higher sales.」

    Higher costs due to soaring material prices and other factors continued, and the cost ratio rose from 59.6% to 60.8% amid labor shortages.
  6. FY2024MaterialisedAnnual report

    「The cost ratio was 59.6% for the current consolidated fiscal year, up 0.2 percentage points from 59.4% in the previous consolidated fiscal year. In response to rising costs due to recent material price increases, the company implemented phased price pass-throughs and worked to contain the increase in the cost ratio.」

    Higher costs due to soaring material prices continued, and the cost ratio rose from 59.4% to 59.6%. The company implemented price pass-throughs to mitigate the impact.
  7. FY2023MaterialisedAnnual report

    「In response to rising costs caused by the recent surge in material prices, we implemented phased price pass-throughs and worked to contain the increase in the cost ratio.」

    Higher material prices have made rising costs an actual management issue, and the company is passing these costs through to prices. The cost ratio also rose from 59.1% in the previous fiscal year to 59.4%.
  8. FY2023-Q1WorsenedAnnual report

    「Although some signs of recovery from the economic downturn were seen following a temporary improvement in the COVID-19 infection situation, the outlook remains uncertain due to the stagnation of the economy caused by the emergence of new variants, soaring resource prices and difficulties procuring various materials resulting from worsening international conditions, and the rapid depreciation of the yen.」

    In addition to the previously identified risk of higher steel, timber, and other material prices, soaring resource prices and difficulties procuring various materials are explicitly identified as factors behind economic stagnation, heightening concerns over material costs and procurement conditions.
  9. FY2022-Q3MaterialisedAnnual report

    「A shift in demand from wooden buildings to lightweight steel structures due to soaring material prices caused by the wood shock」

    The previously disclosed risk of higher prices for steel, timber, and other materials now specifically describes the material price surge caused by the wood shock as an actual market condition.
  10. FY2020RestatedAnnual report

    「Costs are rising as depreciation expense increases due to higher unit-house manufacturing costs resulting from soaring steel and timber prices and higher procurement prices for construction machinery, which may affect the operating results and financial position of the Group.」

    The risk of higher costs due to rising steel, timber, and construction machinery prices continues.
  11. FY2018RestatedAnnual report

    「Costs are rising as depreciation expense increases due to higher unit-house manufacturing costs resulting from soaring steel and timber prices and higher procurement prices for construction machinery, which may affect the operating results and financial position of the Group.」

    The risk of higher costs due to rising steel, timber, and construction machinery prices continues.
  12. FY2017First statedAnnual report

    「Costs are rising as depreciation expense increases due to higher unit-house manufacturing costs resulting from soaring steel and timber prices and higher procurement prices for construction machinery.」

    The risk that higher steel, timber, and construction machinery prices will affect earnings through manufacturing costs and depreciation expense is described separately.
Moved together

"Uncertainty over the outlook due to the emerging-market slowdown, falling stock prices, yen appreciation and the UK's withdrawal from the EU" moved the same way as this thread, in the same document, in 7 of its 12 moves.

755543★123456
  1. ★This thread
  2. 1Uncertainty over the outlook due to the emerging-market slowdown, falling stock prices, yen appreciation and the UK's withdrawal from the EU7×
  3. 2Investment expenditures for acquiring investment securities5×
  4. 3Market Price Fluctuations and Valuation Losses on Investment Securities5×
  5. 4Stalling Recovery in Private-Sector Capital Investment5×
  6. 5Downward Trend in Public Works Contract Values in Southern Hokkaido4×
  7. 6Payment of a ¥40 dividend per share3×

★ 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 Nagawa yet. It last moved in the Earnings of 2026-10-26: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.