Komori
Morito (9837) · RiskWorsenedLatest Revision of earnings forecasts (2026-10-14): "Restated"

Risk of Procurement Price Volatility Due to Rising Raw Material Costs

First written in FY2016. 12 of 22 entries say "Restated". Latest entry: 2026-10-14.

22entries
10years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2019RestatedFY2022-Q3 – FY2023-Q3RestatedFY2024-Q2 – FY2025-H12017: 120172018: 320182019: 020192020: 120202021: 120212022: 420222023: 320232024: 220242025: 120252026: 62026
Same theme, other companies
Higher Costs Due to Surging Raw Material and Energy PricesA theme 358 companies write about · 370 as a headwind · 1 as a tailwind

The whole theme swung hardest in 2022: 122 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 371 threads.
Full recordFilings, disclosures and news, newest first
  1. FY2026-H1WorsenedAnnual report

    「The outlook remains uncertain against a backdrop of volatility in financial and capital markets, higher resource, raw material and labor costs, developments in the U.S. and Chinese economies, and heightened geopolitical risks including the situation in the Middle East. / The company also needs to closely monitor the future impact of procurement risks and higher costs arising from the situation in the Middle East.」

    The disclosure expands the scope of raw material cost fluctuation risks to include higher labor costs and procurement risks and higher costs arising from the situation in the Middle East. It also states that higher resource, raw material and labor costs were actual factors in the operating environment during the interim period.
  2. FY2025-H1RestatedAnnual report

    「The outlook remains uncertain due to the effects of higher resource and raw material prices, U.S. policy developments, geopolitical risks including the situations in Ukraine and the Middle East, and volatility in financial and capital markets.」

    The company continues to disclose the risk of higher costs, including higher resource and raw material prices, together with geopolitical risks and volatility in financial markets.
  3. FY2024-Q2RestatedAnnual report

    「The outlook remains uncertain due to higher raw material and energy prices, global monetary tightening, and exchange-rate fluctuations, among other factors.」

    Cost and external-environment risks, including higher raw material and energy prices, monetary tightening, and exchange-rate fluctuations, continue to be disclosed.
  4. FY2024-Q1WorsenedAnnual report

    「In addition, the outlook remains uncertain due to geopolitical risks such as the prolonged situation in Ukraine, rising tensions in the Middle East and deterioration in China's real estate market, as well as high raw material and energy prices, global monetary tightening and exchange rate fluctuations.」

    In addition to the previous disclosure on higher raw material prices, the company explicitly cites higher energy prices, broadening the scope of cost-increase factors.
  5. FY2023-Q3RestatedAnnual report

    「In addition to factors weighing on profit, including surging prices for raw materials used in the company's core products」

    The surge in raw material prices for core products continues to be cited as a factor weighing on profit.
  6. FY2023-Q2RestatedAnnual report

    「In addition to factors weighing on profit, including surging prices for raw materials used in the company's core products and automakers' production cuts due to the semiconductor shortage」

    The company continues to identify surging prices for raw materials used in its core products, together with automakers' production cuts due to the semiconductor shortage, as factors weighing on profit.
  7. FY2023-Q1RestatedAnnual report

    「Surging prices for raw materials used in the company's core products」

    The company continues to identify surging prices for raw materials used in its core products as a factor weighing on profit.
  8. FY2022-Q3RestatedAnnual report

    「Surging prices and procurement difficulties for raw materials used in the company's core products」

    The company continues to identify surging prices and procurement difficulties for raw materials used in its core products as challenging business factors.
  9. FY2022-Q2WorsenedAnnual report

    「Surging prices and procurement difficulties for raw materials used in the company's core products」

    Regarding the risk of fluctuations in raw material costs, the company specifically identifies both surging prices for raw materials used in its core products and procurement difficulties.
  10. FY2022-Q1WorsenedAnnual report

    「Surging prices and procurement difficulties for raw materials used in the company's core products」

    Regarding the existing risk of fluctuations in raw material costs, the company specifically identifies both surging prices for raw materials used in its core products and procurement difficulties.
  11. FY2021MaterialisedAnnual report

    「Surging costs of copper and other raw materials used in the company's core products, eyelets and snap fasteners」

    Regarding the risk of fluctuations in raw material costs, the company states that surging prices for copper and other raw materials used in its core products actually occurred as a challenging business condition during the fiscal year.
  12. FY2021-Q2WorsenedAnnual report

    「Surging costs of copper and other raw materials used in the Group's core products, eyelets and snap fasteners」

    Regarding the existing risk of fluctuations in raw material costs, the company specifically identifies surging costs of copper and other raw materials used in its core products.
  13. FY2019RestatedAnnual report

    「The procurement prices of products sold by the Group are affected by fluctuations in raw material costs. If increases in those costs are passed on to procurement prices, the Group's performance could be adversely affected.」

    The company continues to describe the impact on performance of fluctuations in raw material costs and higher procurement prices.
  14. FY2018-Q2RestatedAnnual report

    「In addition to continued uncertainty in the overseas economy and unstable raw material prices」

    The company continues to disclose unstable raw material prices as an external-environment risk.
  15. FY2018-Q1RestatedAnnual report

    「Unstable raw material prices」

    The company continues to disclose external-environment risks, including fluctuations in raw material prices.
  16. FY2017RestatedAnnual report

    「The procurement prices of products sold by the Group are affected by fluctuations in raw material costs. If increases in those costs are passed on to procurement prices, the Group's performance could be adversely affected.」

    The company continues to disclose the risk of higher procurement prices due to fluctuations in raw material costs.
  17. FY2016First statedAnnual report

    「The procurement prices of products sold by the Group are affected by fluctuations in raw material costs. If increases in those costs are passed on to procurement prices, the Group's performance could be adversely affected.」

    The company discloses the impact on performance of fluctuations in raw material costs and higher procurement prices as a risk.
Moved together

"China's Economic Slowdown and Increasing Instability in Europe" moved the same way as this thread, in the same document, in 5 of its 22 moves.

5222★1234
  1. ★This thread
  2. 1China's Economic Slowdown and Increasing Instability in Europe5×
  3. 2Risks Associated with Overseas Expansion, Including Political and Economic Conditions2×
  4. 3Weakening personal consumption amid rising prices2×
  5. 4Proactive Business Expansion under the Next Medium-Term Management Plan2×

★ 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 Morito yet. It last moved in the Revision of earnings forecasts of 2026-10-14: "Restated".