Komori
Altech (9972) · RiskDropped

Risk of Lower Profit in the Preform Business Due to Rising Logistics Costs

First written in FY2019-Q1. 2 of 6 entries say "Materialised", first in FY2019-Q2. Latest entry: FY2023.

6entries
6years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseDroppedFY20192019: 220192020: 120202021: 020212022: 020222023: 220232024: 1
Same theme, other companies
SG&A and profit pressure from higher freight costsA theme 40 companies write about · 41 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 18 of 26 companies on the "Worse" side.

1 other company's latest entry also says "Dropped".

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 40 companies compared. The sentences above are computed from all 40.
Full recordFilings, disclosures and news, newest first
  1. FY2023DroppedAnnual report

    「In the preform business, sales increased due to higher sales volumes of preforms for beverages, among other factors, but the Company recorded a loss because material costs and utilities expenses increased due to the impact of persistently high global resource prices, among other factors.」

    The full-year results discussion for the period does not explicitly identify higher logistics costs as an independent factor behind the loss.
  2. FY2023-Q3WorsenedAnnual report

    「Material costs, logistics costs and utilities expenses increased substantially due to the impact of persistently high global resource prices.」

    Higher logistics costs continued alongside increases in material costs and utilities expenses, contributing to the ¥235 million segment loss in the preform business.
  3. FY2023-Q2MaterialisedAnnual report

    「Higher material costs, logistics costs and utility expenses due to soaring global energy prices」

    After disappearing from independent disclosure from FY2019 onward, higher logistics costs were explicitly identified again and actually emerged, together with material costs and utilities expenses, as a factor behind losses in the preform business.
  4. FY2019DroppedAnnual report

    「In the preform business, sales volumes of preforms for beverages declined due to the prolonged rainy season and other factors, resulting in lower revenue, but profit increased as a result of efforts to improve productivity and reduce costs.」

    The full-year results discussion for the period does not explicitly identify higher logistics costs as a factor behind lower profit or losses, and no independent reference to them was found through the previous quarter.
  5. FY2019-Q2MaterialisedAnnual report

    「The Company recorded a loss due to higher logistics costs, among other factors.」

    Higher logistics costs actually emerged as a factor that turned the preform business from profit in the same quarter of the previous year to a loss.
  6. FY2019-Q1First statedAnnual report

    「Profit declined due to persistently high material prices and higher logistics costs, among other factors.」

    Higher logistics costs were identified independently for the first time as an actual factor behind lower profit in the preform business.
Moved together

"Revitalization and Earnings Recovery of the Preform Business" moved the same way as this thread, in the same document, in 3 of its 6 moves.

333333★123456
  1. ★This thread
  2. 1Revitalization and Earnings Recovery of the Preform Business3×
  3. 2Sluggish trading business due to fewer large-scale projects and lower sales related to 3D printers3×
  4. 3Reduction in Losses in the Preform Business3×
  5. 4Decline in consolidated net sales and shift to an operating loss3×
  6. 5Increase in quarterly net loss attributable to owners of the parent3×
  7. 6Consolidated Operating Profit Turns Profitable and Increases3×

★ 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 Altech yet.
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.