Investor Presentaiton
1-4. Consolidated Financial Results for the First Six Months of the Fiscal Year Ending March 31,
Topics Affecting the Consolidated Financial Results for the First
Six Months of the Fiscal Year Ending March 31, 2023
Rising prices of raw materials
2023
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Raw material prices rose sharply from the previous year due to high resource
prices and foreign exchange rate effect.
Price shifting has been ongoing since last fiscal year.
There is a time lag (about 3-6 months) in shifting higher raw material prices to
product prices.
Shanghai lockdown
Three operating companies based in Shanghai stopped operations from the end of
March to the end of May (resumed operations from June).
Estimated impact: Negative impact of approximately 200 million yen (operating
income) for the 3 companies
Effect of foreign exchange rate
Positive impact of conversion of overseas operating companies into yen
(Year-on-year sales: +1,839 million yen, operating income: +184 million yen)
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