Komori
Jgc Holdings (1963) · InitiativeAdvanced

Addressing demand in the fine chemicals business and expanding sales in overseas markets

First written in FY2017-Q2. 8 of 32 entries say "Advanced", first in FY2018-Q1. Latest entry: 2026-11-11.

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ProgressHeldSoftenedWorseRestatedFY2024-Q1 – FY2025-H12016: 12017: 320172018: 420182019: 320192020: 420202021: 220212022: 320222023: 420232024: 220242025: 020252026: 62026
Same theme, other companies
Meeting demand and expanding overseas sales of fine chemicalsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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  1. 2026-11-11Othergoogle.com

    「併せて、通期の同利益を従来予想の460億円→570億円(前期は581億円)に23.9%上方修正し、減益率が20.9%減→2.0%減に縮小する見通しとなった。」

    通期経常利益の予想が460億円から570億円へ引き上げられ、減益幅が縮小する見通しとなった。
  2. FY2027-H1AdvancedAnnual report

    「The semiconductor and electronics industries, the main customers for fine chemical products, performed well, and demand for related products was strong.」

    Demand for fine chemical products was strong against a backdrop of robust semiconductor and electronics industries.
  3. FY2025-H1Recovery in fine chemical demand and expanded sales of cosmetic materialsAnnual report

    「Demand for fine chemical products for the semiconductor and electronics markets began to recover. ...Sales of cosmetic materials also increased as overseas demand expanded.」

    Signs of a recovery in demand emerged for fine chemical products, whose demand had declined through the previous fiscal year due to the impact of inventory adjustments. Sales of cosmetic materials increased as overseas demand expanded.
  4. FY2024-Q3RestatedAnnual report

    「In the fine chemicals business, demand declined for silica sol used in abrasives for hard disks and silica sol used in antireflective materials for flat-panel displays and tablets, due to inventory adjustments in the semiconductor and electronics markets.」

    Demand for fine chemical products continues to decline due to inventory adjustments in the semiconductor and electronics markets.
  5. FY2024-Q2Declining demand due to inventory adjustmentsAnnual report

    「In the fine chemicals field, demand declined for silica sol used for hard disks and semiconductor polishing materials and for antireflection materials for flat-panel displays and tablets, due to inventory adjustments in the semiconductor and electronics markets.」

    For fine chemical products, inventory adjustments in the semiconductor and electronics markets have translated into declining demand for products such as silica sol.
  6. FY2024-Q1RestatedAnnual report

    「Fine chemicals continued to face a difficult business environment as oversupply and declining consumer willingness to purchase due to global inflation persisted, particularly for products for the semiconductor and electronics markets.」

    The difficult environment for the fine chemicals business caused by oversupply, inflation and declining consumer willingness to purchase continues.
  7. FY2023WorsenedAnnual report

    「In the functional materials manufacturing business, economic activity resumed worldwide as the impact of COVID-19 eased, and customer demand for products, particularly catalysts, remained generally firm in the catalyst and fine chemicals businesses. However, business conditions for fine chemical products in the semiconductor and electronics markets deteriorated due to oversupply and declining consumer willingness to purchase as global inflation progressed.」

    While catalyst demand was described as firm, full-year deterioration in business conditions for fine chemicals for semiconductors and electronics was explicitly identified due to oversupply and declining purchasing appetite caused by inflation.
  8. FY2023-Q3Deteriorating conditions in the electronics market, while demand for some products remains firmAnnual report

    「The fine chemicals business was affected by deteriorating conditions in the electronics market, where consumer willingness to purchase declined as global inflation progressed. However, demand for cosmetic and optical materials remained firm.」

    While deteriorating conditions in the electronics market were newly identified, demand for cosmetic and optical materials was described as firm.
  9. FY2023-Q2RestatedAnnual report

    「In the fine ceramics segment, although uncertainty emerged regarding the outlook for the previously strong semiconductor market, demand for products related to semiconductor manufacturing equipment and other products remained strong.」

    In the functional materials business, including fine ceramics, uncertainty has emerged in the semiconductor market, while strong demand for related products continues.
  10. FY2022AdvancedAnnual report

    「In the fine ceramics business, in addition to acquiring new customers for circuit boards for optical communications and entering new fields, the company will work to increase orders for semiconductor-related products and high-thermal-conductivity silicon nitride substrates through further quality improvements, capital investment and staff reinforcement.」

    In addition to expanding sales of existing products, concrete measures have been established to increase orders through new customers and fields for circuit boards for optical communications, capital investment and staff reinforcement.
  11. FY2022-Q3MitigatedAnnual report

    「In the fine ceramics segment, demand for related products increased against the backdrop of expanding demand in the semiconductor-related market.」

    Following the demand slump caused by COVID-19 and US-China trade friction, demand for related products is increasing against a backdrop of growing demand in semiconductor-related markets.
  12. FY2022-Q1MitigatedAnnual report

    「In the fine ceramics segment, although concerns remain over the impact of COVID-19 and the US-China trade friction, customer demand for products increased against the backdrop of strong global demand in the semiconductor-related market.」

    Although concerns over COVID-19 and US-China trade friction remain, demand for fine ceramics products increased against a backdrop of robust global demand in semiconductor-related markets.
  13. FY2021-Q3Recovery in semiconductor-related demandAnnual report

    「In the fine ceramics business, orders in the semiconductor-related field, its main market, have gradually recovered in response to growing worldwide demand for semiconductor memory.」

    Orders in the semiconductor-related field have gradually recovered against a backdrop of growing semiconductor memory demand, following the decline and stagnation through the previous quarter.
  14. FY2021-Q2WorsenedAnnual report

    「In the fine ceramics segment, concerns remain over the impact on the semiconductor-related and information and communications fields of restrictions on customers' production activities due to the spread of COVID-19, in addition to the US-China trade friction.」

    In the fine ceramics business, restrictions on customers' production activities and the impact of US-China trade friction are occurring simultaneously.
  15. FY2021-Q1Sluggish demand in the fine chemicals businessAnnual report

    「Customer demand for products in the fine chemicals and fine ceramics businesses declined due to the downturn in the global economy.」

    Customer demand in the fine chemicals and fine ceramics businesses remains sluggish due to the downturn in the global economy.
  16. FY2020WorsenedAnnual report

    「The fine chemicals and fine ceramics segments were affected by slower exports of functional coating materials due to the prolonged US-China trade friction and the postponement of capital investment by semiconductor manufacturers amid the delayed spread of 5G in China. The overall market remained in an adjustment phase, and product orders remained weak.」

    Market adjustments and sluggish orders resulting from slower exports of functional coating materials, delayed 5G adoption in China, and postponed semiconductor capital investment have also been confirmed for the full year.
  17. FY2020-Q3Slowing exports of functional coating materials and expansion into new applicationsAnnual report

    「In the functional materials manufacturing business, the overall market remains in an adjustment phase due to slower exports of functional coating materials caused by the prolonged US-China trade friction and the postponement of capital investment by semiconductor manufacturers amid the delayed spread of 5G in China. However, some flat-panel display and semiconductor plants have begun resuming investment, and a recovery is expected.」

    In addition to the previously noted slowdown in demand for 5G and semiconductors in China, exports of functional coating materials slowed due to US-China trade friction. Meanwhile, some plants are expected to resume investment and recover going forward.
  18. FY2020-Q2Slowing demand for 5G and semiconductors in ChinaAnnual report

    「In the fine ceramics business, optical communications components performed well, but the rollout of 5G in China has progressed more slowly than initially expected, and production volumes are expected to decline somewhat going forward. Orders for components for semiconductor-related deposition and etching equipment were also sluggish due to the slowdown in the Chinese economy and other factors.」

    While optical communications components were described as performing well, the slower-than-expected rollout of 5G in China, expected lower production volumes, and sluggish orders for semiconductor-related components were explicitly identified.
  19. FY2020-Q1Sluggish semiconductor-related orders and expectations for an organic EL recoveryAnnual report

    「In the fine ceramics segment, optical communications-related components performed steadily, while orders for components for semiconductor-related deposition and etching equipment were weak. However, further expansion of sales of optical communications-related components and a recovery in components for organic EL manufacturing equipment are expected from the second half of the current consolidated fiscal year onward.」

    Optical communications components performed well, while orders for components for semiconductor-related deposition and etching equipment were sluggish. Components for organic EL manufacturing equipment are expected to recover from the second half of the current consolidated fiscal year onward.
  20. FY2019-Q3AdvancedAnnual report

    「In the fine ceramics business, shipments of components for organic EL manufacturing equipment were slowing, but optical communications components, which had been undergoing inventory adjustments, were beginning to recover, while orders remained strong, mainly for components for semiconductor-related cleaning and exposure equipment. Going forward, in the catalyst and fine chemicals businesses, the company will focus on expanding its domestic share and overseas sales of FCC catalysts, increasing orders for new chemical catalyst projects, expanding sales and applications for functional coating materials, and improving productivity for cosmetic materials. In the fine ceramics business, it will continue to focus on securing orders for new projects such as energy-related substrates, while actively pursuing entry into fields including wireless communications, LEDs and healthcare.」

    Optical communications components entered a recovery trend, and strong orders for semiconductor-related components continued. Meanwhile, shipments of components for organic EL manufacturing equipment are slowing. The policy of entering the wireless communications, LED and healthcare fields also continues.
  21. FY2019-Q2AdvancedAnnual report

    「In the fine ceramics business, shipments of components for organic EL manufacturing equipment were slowing, but some signs of recovery emerged in optical communications components, which had been undergoing inventory adjustments. Orders remained strong, mainly for components for semiconductor-related cleaning and exposure equipment, against a backdrop of the growing adoption of IoT and AI. Going forward, in the catalyst and fine chemicals businesses, the company will focus on expanding its domestic share and overseas sales of FCC catalysts, increasing orders for new chemical catalyst projects, expanding sales and applications for functional coating materials, and improving productivity for cosmetic materials. In the fine ceramics business, it will continue to focus on securing orders for new projects such as energy-related substrates, while actively pursuing entry into fields including wireless communications, LEDs and healthcare.」

    Some signs of recovery emerged in optical communications components, and the fine ceramics business explicitly identified entry into wireless communications, LED and healthcare markets as a new initiative. Meanwhile, shipments of components for organic EL manufacturing equipment are slowing.
  22. FY2019-Q1Inventory adjustments in optical communications componentsAnnual report

    「In the fine products business, some optical communications components entered an inventory adjustment phase, but customers' semiconductor-related capital investment remained strong against a backdrop of the growing adoption of IoT and AI, and orders, mainly for components for cleaning and exposure equipment, remained strong.」

    While some optical communications components entered an inventory adjustment phase, strong orders for cleaning and exposure equipment components, supported by semiconductor-related capital investment, have continued.
  23. FY2018AdvancedAnnual report

    「In the fine chemicals business, shipments of cosmetic materials, functional coating materials and other products increased, while orders for semiconductor-related cleaning equipment components and exposure equipment components for organic EL displays also remained strong.」

    The company reported increased shipments of cosmetic and functional coating materials, as well as strong orders for semiconductor-related components and exposure equipment components for organic EL displays.
  24. FY2018-Q3AdvancedAnnual report

    「In the fine chemicals business, shipments of cosmetic materials, functional coating materials and other products increased, while orders for components for cleaning and exposure equipment also remained strong, driven by customers' semiconductor-related capital investment against a backdrop of the growing adoption of IoT and AI. Going forward, the company will actively pursue initiatives including addressing demand for optical communications components, expanding into new applications such as wireless communications and laser processing equipment, securing orders for new abrasive projects, expanding sales and applications for functional coating materials, and strengthening the supply system for cosmetic materials.」

    Growth in cosmetic and functional coating materials and strong orders for semiconductor-related components were indicated, while strengthening the supply system for cosmetic materials was added as a new initiative.
  25. FY2018-Q2AdvancedAnnual report

    「In the fine business, we will actively address demand for optical communications components, develop applications for new uses such as wireless communications and laser processing equipment, pursue orders for new energy-related substrate and abrasive projects, and expand sales and applications for functional coating materials.」

    In addition to addressing existing demand related to optical communications, the company is expanding its applications and product offerings to equipment for wireless communications and laser processing, energy-related substrates, abrasives, and functional coating materials.
  26. FY2018-Q1AdvancedAnnual report

    「In the fine chemicals business, the company newly received an order for large LCD equipment components for South Korea. Orders, mainly for components for cleaning and exposure equipment, remained strong, driven by customers' semiconductor-related capital investment against a backdrop of the growing adoption of IoT and AI.」

    The company received a new order for large components for South Korea, and orders remained strong on the back of semiconductor-related capital investment.
  27. FY2017-Q3RestatedAnnual report

    「In the fine business, we will actively address growing demand for optical communications components and expand sales of cosmetic and optical materials in overseas markets.」

    Addressing demand for optical communications components and expanding overseas sales of cosmetic and optical materials continue to be cited.
  28. FY2017-Q2First statedAnnual report

    「In the fine business, we will actively address growing demand for optical communications components and expand sales of cosmetic and optical materials in overseas markets.」

    Addressing increased demand for optical communications components and expanding overseas sales of cosmetic and optical materials are cited as specific initiatives.
Moved together

"Broad-based domestic and international EPC order-taking activities and award of a Philippine thermal power plant project" moved the same way as this thread, in the same document, in 10 of its 32 moves.

1087775★123456
  1. ★This thread
  2. 1Broad-based domestic and international EPC order-taking activities and award of a Philippine thermal power plant project10×
  3. 2Expansion of the domestic market share, applications and sales of the catalyst business8×
  4. 3Revenue and profit growth in the Catalysts and Fine Chemicals Business7×
  5. 4Demand for semiconductor-related capital investment driven by the spread of IoT and AI7×
  6. 5Outstanding guarantee obligations7×
  7. 6Impact of yen appreciation on operating performance5×

★ 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
Jgc Holdings's next results are scheduled for 2026-11-11. Read the earnings preview It last moved in the Results of 2026-08-07: "Other".
Addressing demand in the fine chemicals business and expanding sales in overseas markets | JGC HOLDINGS CORPORATION (1963) | Komori