Manufacturing production stagnation due to higher crude oil and raw material prices and semiconductor shortages
First written in FY2022-Q2. 7 of 13 entries say "Worsened", first in FY2022-Q3. Latest entry: FY2026.
Zaoh Company 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 2026: 15 of 18 companies on the "Worse" side.
0 other companies' latest entry also says "Reframed".
- FY2026Geopolitical risk disclosed as a separate itemAnnual report
「(11) Geopolitical risk Changes in the international situation may cause raw material and energy prices to rise, potentially affecting our energy costs and the procurement costs of the products we sell. They may also delay the arrival of various product materials due to resource supply shortages, potentially affecting our business performance.」
In addition to the previously disclosed operating-environment factors, such as higher raw material prices and semiconductor shortages, the company has organized cost increases caused by international conditions and delays in the arrival of materials as a separate risk item, namely geopolitical risk. - FY2026-H1RestatedAnnual report
「During the interim accounting period under review, the economy continued to show signs of recovery due to improvements in employment and income conditions associated with wage increases. However, real wages remained sluggish due to continued price increases, and the outlook remained uncertain because numerous downside risks to the global economy remained, including heightened geopolitical risks in Ukraine and the Middle East, which have been prolonged, and US tariff policy.」
The disclosure states that rising prices, the conflicts in Ukraine and the Middle East, geopolitical risks, U.S. tariff policy, and downside risks to the global economy continue. The coexistence of these factors with a trend toward economic recovery also remains as previously disclosed. - FY2025-H1Continued uncertainty in geopolitics, the Chinese economy, prices, and financial marketsAnnual report
「During the interim accounting period under review, the economy showed signs of a moderate recovery due to a recovery in personal consumption, increased inbound demand, and other factors. However, the outlook remained uncertain due to natural disasters in Japan and overseas, the prolonged conflicts in Ukraine and the Middle East, weakness in the Chinese economy, rising prices including energy prices, fluctuations in financial markets, and other factors.」
The disclosure states that uncertainty related to the supply and cost environment persists, including rising prices, particularly energy prices, volatility in financial markets, and the prolonged conflicts in Ukraine and the Middle East. - FY2024-Q3WorsenedAnnual report
「During the cumulative third quarter under review, social and economic activity moved toward normalization as COVID-19 was reclassified as a Class 5 infectious disease, and the economy showed signs of a moderate recovery. Meanwhile, the outlook remained uncertain due to concerns about a downturn in overseas economies, surging resource prices, rising prices, and the depreciation of the yen, amid unstable global conditions caused by geopolitical risks including the prolonged situation in Ukraine and rising tensions in the Middle East.」
Amid continuing uncertainty over raw material and resource prices, inflation, and the yen's depreciation, the disclosure cites the prolonged situation in Ukraine, heightened tensions in the Middle East, and concerns over downside risks to overseas economies. - FY2024-Q2RestatedAnnual report
「During the cumulative second quarter under review, social and economic activity moved toward normalization as restrictions related to COVID-19 and overseas travel restrictions were eased, and the economy showed signs of a moderate recovery. Meanwhile, the outlook remained uncertain due to the impact of unstable global conditions, including surging resource prices, rising prices, global monetary tightening, and the depreciation of the yen.」
Higher resource prices, rising prices, global monetary tightening, and the yen's depreciation continue, and uncertainty in the supply and cost environment and global conditions persists. - FY2024-Q1RestatedAnnual report
「During the cumulative first quarter under review, social and economic activity moved toward normalization as restrictions related to COVID-19 were eased, and the economy entered a moderate recovery trend. Meanwhile, the outlook remained uncertain in Japan and overseas due to surging raw material and energy prices caused by geopolitical risks, including the prolonged situation in Ukraine, and sharp currency fluctuations associated with monetary tightening.」
Higher raw material and energy prices and sharp exchange-rate fluctuations continue, while uncertainty persists amid geopolitical risks and monetary tightening. - FY2023WorsenedAnnual report
「Regarding the future economic environment, economic activity is expected to continue moving toward normalization as COVID-19 restrictions are eased. However, various issues remain, including material shortages associated with geopolitical risks such as the situation in Ukraine, rising prices, and concerns about a slowdown in overseas economies due to monetary tightening, and the difficult-to-predict situation is expected to continue.」
The disclosure cites material shortages, rising prices, the situation in Ukraine, and a slowdown in overseas economies caused by monetary tightening as risks in the supply and cost environment, with uncertainty continuing. - FY2023-Q3WorsenedAnnual report
「However, in addition to the prolonged Russian military invasion of Ukraine and concerns over inflation in Western countries, the company faces multiple destabilizing factors, including the impact of sharp exchange-rate fluctuations, and the outlook for global conditions remains uncertain.」
In addition to uncertainty in the supply and cost environment, the disclosure identifies the prolonged invasion of Ukraine, concerns over inflation in Western countries, and sharp exchange-rate fluctuations as new destabilizing factors. - FY2023-Q2WorsenedAnnual report
「However, the outlook remains uncertain, as energy and raw material prices continue to rise and semiconductor component shortages persist, owing to factors including the prolonged Russian invasion of Ukraine and the rapid depreciation of the yen.」
High raw material prices and semiconductor shortages continue, while the prolonged invasion of Ukraine, the weaker yen, and soaring energy and raw material prices have compounded the situation, and uncertainty in the supply and cost environment persists. - FY2023-Q1WorsenedAnnual report
「However, while conditions such as high raw material prices and semiconductor shortages remain unresolved, the outlook continues to be uncertain due to higher resource prices following Russia's invasion of Ukraine and the rapid depreciation of the yen.」
In addition to the unresolved conditions of high raw material prices and semiconductor shortages, the disclosure cites higher resource prices following the invasion of Ukraine and the rapid depreciation of the yen, with uncertainty in the supply and cost environment continuing. - FY2022WorsenedAnnual report
「However, as the emergence of new variants since the beginning of the year has kept the number of infections elevated, raw material prices remain high and semiconductor shortages continue. In addition, economic sanctions imposed by various countries following Russia's invasion of Ukraine are affecting corporate activity, and the outlook remains uncertain.」
The disclosure cites new virus variants, higher raw material prices, semiconductor shortages, and the impact on corporate activity of Russia's invasion of Ukraine and economic sanctions imposed by various countries. - FY2022-Q3WorsenedAnnual report
「At the same time, although the emergence of new virus variants, higher raw material prices, semiconductor shortages, soaring crude oil prices and transportation costs, and shortages of marine containers are affecting corporate activity, the outlook remains uncertain.」
In addition to the previously cited higher crude oil and raw material prices and semiconductor shortages, the disclosure cites soaring crude oil prices and transportation costs, shortages of marine containers, and the emergence of new virus variants as factors affecting corporate activity. - FY2022-Q2First statedAnnual report
「Although overseas economies, including those of the United States and China, are showing signs of recovery, the outlook remains uncertain as manufacturing activity has stagnated due to higher crude oil and raw material prices and semiconductor shortages.」
The stagnation of manufacturing activity caused by higher crude oil and raw material prices and semiconductor shortages is identified as a new risk factor in the operating environment.