Komori
Nippo (9913) · RiskMitigatedLatest Earnings (2026-08-05): "Worsened"

Risk of Fluctuations in Plastic Resin Material and Crude Oil Prices

First written in FY2016. 11 of 20 entries say "Restated". Latest entry: 2026-08-05.

20entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2020-Q3RestatedFY2024-Q1 – FY2024-Q32016: 120162017: 320172018: 220182019: 220192020: 220202021: 220212022: 220222023: 320232024: 120242025: 020252026: 22026
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. 2026-08-05WorsenedEarnings

    「It is difficult to assess the negative effects of tighter tensions in the Middle East, including disruptions in the supply of raw materials and surging prices for procured components, and the outlook therefore remains uncertain.」

    Against the backdrop of tensions in the Middle East, uncertainty surrounding the impact of raw material supplies and rising prices for procured components was identified as a risk factor.
  2. FY2026MitigatedAnnual report

    「To address this risk, the Group works in normal times to share production plans and other information among customers, suppliers and the Group, and is working to level production activities through supply-demand adjustments in coordination with customers and suppliers and by holding inventory.」

    The response measures disclosed for risks from soaring resource prices and tight supplies include information sharing among customers, suppliers and the Group, supply-demand adjustments and production leveling through inventory holdings.
  3. FY2024-Q3RestatedAnnual report

    「Against this external backdrop, the Group's business environment continued amid three negative factors: (1) semiconductor supply shortages remained unresolved in some industries and regions; (2) resource prices, including power costs, continued to rise; and (3) initiatives by various countries concerning economic security and other matters affected supply chains.」

    Rising resource prices and power costs continue to be recognized as negative factors in the business environment.
  4. FY2024-Q2RestatedAnnual report

    「(2) Continued increases in resource prices, including power costs」

    Rising resource prices and power costs continue to be recognized as negative factors in the business environment.
  5. FY2024-Q1RestatedAnnual report

    「Meanwhile, the Group's business environment continued amid three negative factors: (1) semiconductor supply shortages remained unresolved in some industries and regions; (2) resource prices, including power costs, continued to rise; and (3) initiatives by various countries concerning economic security and other matters affected supply chains.」

    Continued increases in resource prices and power costs were reported, and cost pressures related to raw materials and energy continued to be disclosed.
  6. FY2023-Q3WorsenedAnnual report

    「During the cumulative third quarter of the consolidated fiscal year, the Group's business environment was affected by disruptions to supply chains caused by the spread of the novel coronavirus disease and shortages of semiconductors and electronic components. Production plans fluctuated significantly by industry, region and customer, while the rapid depreciation of the yen, soaring resource prices and higher power costs also made it impossible to accurately foresee the outlook for business performance.」

    In addition to soaring resource prices, higher power costs were explicitly identified, and cost pressures related to raw materials and energy continue.
  7. FY2023-Q1WorsenedAnnual report

    「During the cumulative first quarter of the consolidated fiscal year, the Group's business environment was affected by disruptions to supply chains caused by the spread of the novel coronavirus disease and shortages of semiconductors and electronic components. Production plans fluctuated significantly by industry, region and customer, while the rapid depreciation of the yen, soaring resource prices and higher logistics costs also made it impossible to accurately foresee the outlook for business performance.」

    In addition to the previous risk of passing through crude oil and resin material price increases, soaring resource prices and logistics costs were explicitly identified as burdens on the business environment.
  8. FY2022ReframedAnnual report

    「If the prices of raw materials and other items procured at the Group's 11 factories in Japan and overseas for plastic molded products, as well as goods and materials procured at its sales offices, rise due to higher resource prices or other factors and the corresponding increases cannot be passed through to selling prices, or if stable procurement becomes impossible due to tight supplies of raw materials and other items, this may affect the Group's business performance.」

    The previous risk of passing through crude oil and resin material price increases was reorganized as a broader procurement risk that includes higher resource prices, tight supplies of raw materials and components, and the inability to secure stable procurement.
  9. FY2022-Q1MitigatedAnnual report

    「During the cumulative first quarter of the consolidated fiscal year, the Group was concerned about production cuts resulting from shortages of synthetic resin raw materials and semiconductor supplies and the spread of the novel coronavirus disease, but fortunately the impact was limited.」

    Although the Group had been concerned about shortages of synthetic resin raw materials, the impact during the quarter was described as limited.
  10. FY2021WorsenedAnnual report

    「If the Group is unable to raise its selling prices promptly in response to increases in raw material costs caused by a sharp rise in crude oil prices or other factors, or to significant price increases or supply shortages resulting from changes in the business environment, including disasters affecting suppliers, this may affect the Group's business performance.」

    The previous risk of failing to pass through crude oil and resin material price increases was expanded to include scenarios involving disasters affecting suppliers, supply shortages and significant price increases.
  11. FY2020MitigatedAnnual report

    「The Group is working to secure stable procurement to the extent possible through discussions and agreements with each raw material manufacturer regarding supply volumes, pricing and other matters. However, if crude oil prices, which are the source of plastic resin materials, rise sharply and the Group is unable to raise its selling prices promptly in response, this may affect the Group's business performance.」

    The risk arising from the timing gap between increases in crude oil prices and their pass-through to selling prices remains, but measures to secure stable procurement through discussions with raw material manufacturers regarding supply volumes and pricing were explicitly disclosed.
  12. FY2020-Q3RestatedAnnual report

    「There were no occurrences of matters relating to the business, financial conditions or other items described in this quarterly report that could have a material impact on investors' decisions during the cumulative third quarter, and no significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No significant changes have been identified regarding the risk that fluctuations in plastic resin material and crude oil prices may affect business performance.
  13. FY2019RestatedAnnual report

    「If crude oil prices, which are the source of plastic resin materials, rise sharply and the Group is unable to raise its selling prices promptly in response, this may affect the Group's business performance.」

    The risk to business performance arising from the timing gap between increases in crude oil and resin material prices and their pass-through to selling prices remains.
  14. FY2019-Q3RestatedAnnual report

    「There were no occurrences of matters relating to the business, financial conditions or other items described in this quarterly report that could have a material impact on investors' decisions during the cumulative third quarter, and no significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No significant changes have been identified regarding the risk that fluctuations in plastic resin material and crude oil prices may affect business performance.
  15. FY2018RestatedAnnual report

    「If crude oil prices, which are the source of the plastic resin materials used as raw materials for the plastic molded products produced and sold by the Group, rise sharply and the Group is unable to raise its selling prices promptly in response, this may affect the Group's business performance.」

    The risk to business performance arising from the timing gap between increases in crude oil and resin material prices and their pass-through to selling prices remains.
  16. FY2018-Q3RestatedAnnual report

    「There were no occurrences of matters relating to the business, financial conditions or other items described in this quarterly report that could have a material impact on investors' decisions during the cumulative third quarter, and no significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No significant changes have been identified regarding the risk that fluctuations in plastic resin material and crude oil prices may affect business performance.
  17. FY2018-Q2RestatedAnnual report

    「There were no occurrences of matters relating to the business, financial conditions or other items described in this quarterly report that could have a material impact on investors' decisions during the cumulative second quarter, and no significant changes to the business and other risks described in the annual securities report for the previous fiscal year.」

    No significant changes have been identified regarding the risk that fluctuations in plastic resin material and crude oil prices may affect business performance.
  18. FY2018-Q1RestatedAnnual report

    「There were no new developments during the three-month cumulative consolidated period of the current fiscal year among matters concerning the business and financial conditions described in this quarterly report that could have a material impact on investors' decisions, nor were there any material changes to the "Business and Other Risks" described in the annual securities report for the previous fiscal year.」

    No significant changes have been identified regarding the risk that fluctuations in plastic resin material and crude oil prices may affect business performance.
  19. FY2017RestatedAnnual report

    「If crude oil prices, which are the source of plastic resin materials, rise sharply and the Group is unable to raise its selling prices promptly in response, this may affect the Group's business performance.」

    The impact on business performance when increases in crude oil and resin material prices cannot be passed through to selling prices continues to be disclosed.
  20. FY2016First statedAnnual report

    「If crude oil prices, which are the source of plastic resin materials, rise sharply and the Group is unable to raise its selling prices promptly in response, this may affect the Group's business performance.」

    The Group identifies the timing gap between increases in crude oil and resin material prices and their pass-through to selling prices as a business performance risk.
Moved together

"Foreign Exchange Fluctuation Risk Associated with Foreign-Currency-Denominated Assets and Overseas Subsidiaries" moved the same way as this thread, in the same document, in 5 of its 20 moves.

543333★123456
  1. ★This thread
  2. 1Foreign Exchange Fluctuation Risk Associated with Foreign-Currency-Denominated Assets and Overseas Subsidiaries5×
  3. 2Risk of Business Impact from Semiconductor Supply Shortages4×
  4. 3Impact on performance from yen appreciation associated with the slowdown in Asian emerging-market economies and the UK's withdrawal from the EU3×
  5. 4Construction of production plants and expansion of equipment to meet customer needs3×
  6. 5Continued Operating and Net Losses and Material Event Relating to the Going Concern Assumption3×
  7. 6Dependence on Production and Sales Trends in the Automotive and Semiconductor Industries3×

★ 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
Nippo's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Earnings of 2026-08-05: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.