Komori
Nisshin Seifun Group (2002) · RiskWorsened

Decline in Chemical Product Shipments in the Mesh Cloth Business Due to Lower Automobile Production

First written in FY2021-Q3. 3 of 7 entries say "Worsened", first in FY2026-H1. Latest entry: 2026-05-29.

7entries
6years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q3MitigatedFY2023-Q32021: 220212022: 120222023: 120232024: 020242025: 120252026: 22026
Same theme, other companies
Risk of reliance on sales affected by weak end-market demand for automobiles, electronic equipment and other productsA theme 86 companies write about · 85 as a headwind · 1 as a tailwind

Nisshin Seifun Group moved to the "Worse" side of this theme in 2025, 6 years after the typical company in this theme (2019).

The whole theme swung hardest in 2019: 37 of 69 companies on the "Worse" side.

14 other companies' latest entry also says "Worsened".

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 86 companies compared. The sentences above are computed from all 86.
Full recordFilings, disclosures and news, newest first
  2. FY2026-H1WorsenedAnnual report

    「In the mesh cloth business, net sales fell below the previous year due to lower shipments of screen-printing materials for solar panels.」

    従来は太陽光パネル向け資材の出荷増によりリスクが緩和されていたが、当中間期は同資材の出荷減と売上高前年割れを記載した。
  3. FY2023-Q3MitigatedAnnual report

    「メッシュクロス事業につきましては、太陽光パネル向けスクリーン印刷用資材の出荷増により、売上げは前年を上回りました。」

    自動車生産減少による化成品出荷減が記載されていた従来の状況に対し、太陽光パネル向け資材の出荷増により売上げが前年を上回った。
  4. FY2022-Q3RestatedAnnual report

    「メッシュクロス事業につきましては、自動車部品向けの化成品及び海外向けスクリーン印刷用資材の出荷増により、売上げは前年を上回りました。」

    自動車部品向け化成品等の出荷増により売上げが前年を上回った状況を再確認している。
  5. FY2022-Q1MitigatedAnnual report

    「メッシュクロス事業につきましては、自動車部品向けの化成品及び海外向けスクリーン印刷用資材の出荷増により、売上げは前年を上回りました。」

    前四半期に記載された自動車生産減少による化成品出荷減・売上前年割れから、当四半期は化成品等の出荷増により売上げが前年を上回る状況へ変化した。
  6. FY2021-Q3First statedAnnual report

    「In the mesh cloth business, sales of antiviral products were strong, but shipments of chemical products for automotive parts and other applications declined as global automobile production fell due to the impact of COVID-19, resulting in lower sales year on year.」

    The decline in global automobile production caused by the pandemic led to lower shipments of chemical products for automotive parts and other applications and lower mesh cloth business sales year on year.
Moved together

"Rising prices of raw materials such as wheat, logistics costs, and packaging materials" moved the same way as this thread, in the same document, in 3 of its 7 moves.

3322★1234
  1. ★This thread
  2. 1Rising prices of raw materials such as wheat, logistics costs, and packaging materials3×
  3. 2Construction of the East Factory to Enter the Indian Market3×
  4. 3Political and Economic Changes Overseas, Accidents and Other Risks2×
  5. 4Establishment of an intermediate holding company overseeing the prepared foods and delicatessen business2×

★ 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
Nisshin Seifun Group's next results are scheduled for 2026-10-28. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-05-29: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.