Risks from Soaring Crude Oil Prices and Difficulties in Procuring Components
First written in FY2022-Q2. 6 of 14 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2026.
Uex moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.
The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.
30 other companies' latest entry also says "Materialised".
- FY2026MaterialisedAnnual report
「As demand trends downward, inventory risk is increasing in this business. The immediate challenge is to adjust inventories in line with sales volumes and maintain them at an appropriate level. Revising selling prices to address higher labor, other material and financial costs is also a challenge.」
Declining demand, inventory risk, and higher labor, other material and financial costs are cited as actual challenges in the sales business, with continued inventory adjustments and price revisions deemed necessary. - 2026-05-28MaterialisedGeneral Meetings of Shareholders
「As demand continues to trend downward, inventory risk is increasing. An immediate challenge is to adjust inventory in line with sales volume and maintain it at an appropriate level. Another challenge is revising selling prices in response to higher labour costs, materials costs and financing costs.」
Inventory risk and increases in labour costs, materials costs and financing costs were identified as specific issues requiring action. - FY2026-H1MaterialisedAnnual report
「Amid sluggish demand, the immediate challenge in this business is to adjust inventories in line with sales volumes and maintain them at an appropriate level. Revising selling prices to address higher transportation and auxiliary material costs also remains an ongoing challenge.」
Sluggish demand and higher transportation and auxiliary material costs are cited as actual challenges in the sales business, with continued inventory adjustments and selling price revisions deemed necessary. - FY2025MaterialisedAnnual report
「Amid sluggish demand, the immediate challenge in this business is to adjust inventories in line with sales volumes and maintain them at an appropriate level. Revising selling prices to address higher labor and other material costs also remains a challenge.」
Sluggish demand and higher labor and other material costs are cited as actual business challenges, with continued inventory adjustments and selling price revisions deemed necessary. - FY2025-H1MaterialisedAnnual report
「Amid sluggish demand, the immediate challenge in this business is to adjust inventories in line with sales volumes and maintain them at an appropriate level. Revising selling prices to address higher transportation and auxiliary material costs also remains an ongoing challenge.」
In addition to sluggish demand, higher transportation and auxiliary material costs are cited as actual business challenges, with continued inventory adjustments and selling price revisions deemed necessary. - FY2024WorsenedAnnual report
「The domestic economy is entering a transition period away from the prolonged deflationary phase, partly following the Bank of Japan's lifting of its zero-interest-rate policy. However, the outlook remains unpredictable due to higher prices resulting from rising costs, the prolonged situation in Ukraine, heightened geopolitical risks surrounding the Middle East and downside risks to the Chinese economy. In the stainless steel industry, it remains necessary to continue closely monitoring trends in various raw material prices, particularly nickel, as well as energy and other material costs.」
Continued upward pressure on various costs, raw materials, energy and material prices led to actual margin contraction in the sales business due to higher costs. Uncertainty relating to the supply and cost environment continues. - FY2024-Q3RestatedAnnual report
「Meanwhile, uncertainty continues due to inflation driven by elevated resource and energy prices and exchange-rate fluctuations, the prolonged issue in Ukraine, the impact of global monetary tightening and concerns about China's economic outlook.」
Uncertainty relating to costs and the supply environment continues to be cited, including persistently high resource and energy prices and inflation driven by currency fluctuations. - FY2024-Q2WorsenedAnnual report
「During the cumulative second quarter of the current fiscal year, Japan's economy entered a moderate recovery trend as social and economic activity moved toward normalization. Meanwhile, uncertainty persisted due to elevated resource and energy prices, inflation driven by exchange-rate fluctuations, and the prolonged situation in Ukraine.」
While social and economic activity is normalizing, uncertainty relating to costs and the supply environment continues, including persistently high resource and energy prices, inflation driven by currency fluctuations, and the prolonged situation in Ukraine. - FY2023-Q3WorsenedAnnual report
「In the stainless steel industry in which our corporate group operates, manufacturers implemented substantial price increases against a backdrop of higher raw material, energy and other material costs. In response, stainless steel market conditions in the distribution market also rose and strengthened.」
In addition to higher raw material prices, rising energy and other material costs are explicitly mentioned, and manufacturers implemented substantial price increases. Market conditions strengthened, while upward supply and cost pressures continue. - FY2023-Q2WorsenedAnnual report
「In the stainless steel industry in which our corporate group operates, manufacturers implemented substantial price increases against a backdrop of higher raw material, energy and other material costs. In response, stainless steel market conditions in the distribution market also rose and strengthened.」
In addition to higher raw material prices, rising energy and other material costs are explicitly mentioned, and manufacturers implemented substantial price increases. Market conditions strengthened, but upward cost pressure continues. - FY2023-Q1RestatedAnnual report
「Uncertainty remains due to factors including higher resource prices such as crude oil, sharp currency fluctuations and the prolonged war in Ukraine, leaving the economic outlook uncertain.」
Rising resource prices and sharp currency fluctuations are again cited as continuing external factors. No new reference is made to difficulties in procuring components. - FY2022WorsenedAnnual report
「In the stainless steel industry, manufacturers continued to raise prices against a backdrop of higher raw material and auxiliary material prices. In response, market conditions in the distribution market also strengthened, and the stainless steel market remained tight in terms of supply and demand.」
Higher raw material and auxiliary material prices and continued manufacturer price increases have maintained upward pressure on prices. Market conditions strengthened and supply and demand tightened, while surging raw material prices continue to pose supply and cost risks. - FY2022-Q3WorsenedAnnual report
「The situation remains unpredictable due to the impact of semiconductor shortages on various industries and surging resource prices, including crude oil prices.」
In addition to the previously noted surge in crude oil prices and difficulties in procuring components, the impact of semiconductor shortages on various industries and surging resource prices are explicitly mentioned. Uncertainty relating to supply constraints and rising costs continues. - FY2022-Q2First statedAnnual report
「The environment remains uncertain, with crude oil prices surging and difficulties emerging in procuring components.」
The emergence of surging crude oil prices and difficulties in procuring components is described as a new uncertainty affecting the future business environment.