Ivy Cosmetics Corporation

4918.T
Household & Personal Products
2026/08/21 Updated
Market Cap: $12.0M (¥1.9B)
Stock Price: $1.91 (¥304)
Exchange Rate: 1 USD = ¥158.98

Notice of Update on the Impact of Escalating Tensions in the Middle East

Reporting on the status of inventory and raw material procurement while bearing the impact of procurement difficulties and Middle East tensions. Provides details on securing raw materials for the 50th anniversary product and the outlook for release within this fiscal year. Going forward, there is a possibility of revising production quantity and manufacturing costs estimates again.

Importance:
Page Updated: July 12, 2026
IR Disclosure Date: June 16, 2026
Other

Key Figures

  • Raw material procurement status: Unknown
  • 50th anniversary product raw material procurement: Possible
  • Outlook for release within the year: Possible

AI要約

Section Heading

As a follow-up to the notice on the impact of geopolitical tensions in the Middle East, this section outlines the deterioration of raw material procurement conditions and the current production plan. It emphasizes that existing products hold substantial inventories of finished goods and raw materials, and that supplier collaboration enables securing the raw materials needed for the annual production plan. It states that raw materials for the 50th anniversary product have become procurable and that a release within this fiscal year has been forecast, while noting that the outlook could be revised depending on the situation in the Strait of Hormuz.

Section 2 Heading

As part of the outlook, it notes that production quantities and manufacturing costs could become uncertain depending on changes in raw material procurement. If Middle East tensions persist and escalate, an update to the earnings forecast will be considered and disclosed at a later date. While procurement through supplier cooperation makes the 50th anniversary product likely to be released within the year, price volatility in raw materials and potential supply delays remain risks to investors.

This page uses AI to summarize IR materials from TDnet. Please refer to the original document for investment decisions.

Ibvi Cosmetics Holdings Co., Ltd.

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