Shift toward medical and hygiene applications and stay-at-home and telework demand
First written in FY2021-Q1. 1 of 15 entries say "Restated". Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026Recovery in demand for electronic materials and water purification, alongside weakness in apparel applicationsAnnual report
「The domestic economy generally remained on a moderate recovery track, supported by firm corporate earnings and improvements in employment and income conditions. Against a backdrop of yen depreciation, AI-related demand and demand for equipment renewal, production activity remained firm, particularly in manufacturing, and capital investment aimed at strengthening corporate competitiveness and addressing labor shortages also remained solid.」
Demand for AI and electronic materials, equipment renewal and household water purifiers provided support, while demand remained sluggish in markets including food packaging, women's apparel, bedding and sportswear, resulting in differing recovery trends by application. - FY2026-H1Recovery in demand related to electronics and tourism alongside weakness in apparel and other areasAnnual report
「The domestic economy during the interim consolidated accounting period showed signs of recovery in manufacturing, supported by a rebound in semiconductor demand and firm corporate capital investment. Service consumption, particularly tourism-related consumption, remained firm against a backdrop of increased visitors to Japan. Meanwhile, demand in general apparel fields such as women's clothing, as well as in bedding and sportswear, remained sluggish and sales declined.」
While recovery in semiconductor and electronic materials demand and inbound tourism-related demand was evident, demand remained sluggish in general apparel, bedding and sportswear, resulting in differing recovery trends by application. - FY2025-H1Recovery in food packaging and electronic materials demand alongside weakness by applicationAnnual report
「In addition, partly due to the impact of recovering demand for food packaging and electronic materials applications, revenue for the six months ended [the current interim consolidated accounting period] increased 6.1% year on year to ¥61,550 million.」
While demand recovered in areas including food packaging and electronic materials applications, some applications remained sluggish, including general apparel, bedding and sportswear in apparel fibers, as well as construction and civil engineering applications. - FY2024-Q3Firm uniforms and a recovery trend in the global business alongside weakness in industrial materialsAnnual report
「In the apparel textiles business, the core uniform segment remained firm in the third quarter, but other segments struggled somewhat. The global business was on a recovery trend year on year, but the industrial materials business struggled. Profitability improved through the effects of price revisions and cost reductions, narrowing the operating loss year on year.」
The uniform field remained firm, and the global business was on a recovery trend year on year, while other fields and the industrial materials business struggled. Demand recovery differed by application and region. - FY2024-Q2Recovery in uniforms and sustainable fibers alongside weakness in industrial materials and the global businessAnnual report
「In the apparel fiber business, sales in the core uniform field recovered. Sales in the sustainable fibers field were also generally firm, but the industrial materials business and global business ended the period weakly.」
While post-pandemic demand recovery was evident in uniforms and sustainable fibers, the industrial materials business and global business were weak, resulting in differing recovery trends by application and region. - FY2024-Q1Recovery in apparel and construction applications alongside weakness in electronic materialsAnnual report
「In the functional materials business segment, construction and civil engineering applications remained firm, but the delayed recovery in sales of electronic materials applications had a significant impact, resulting in lower revenue and profit. In the apparel fiber business, sales in the core uniform field remained firm, while sales of women's apparel and bedding also recovered.」
Regarding the demand mix after the pandemic, construction and civil engineering and apparel and bedding applications remained firm or recovered, while recovery in electronic materials applications was delayed, resulting in differing recovery trends by application. - FY2023Recovery in general applications alongside weakness by applicationAnnual report
「In the apparel textiles business, sales of uniforms and women's apparel moved toward recovery compared with the COVID-19 period. Sales also increased following product price revisions. However, costs rose substantially due to higher import costs resulting from the weaker yen and soaring raw material and fuel prices, and the price revisions were insufficient to offset the increase, significantly affecting earnings.」
While apparel and women's apparel, which had been sluggish during the pandemic, entered a recovery trend, weakness remained in applications including skincare, electronic materials and automobiles, with recovery differing by application. - FY2023-Q3Firm construction materials, sharp decline in electronic materials and signs of recovery in skincareAnnual report
「In the functional materials business segment, sales of construction materials applications remained firm, but demand for electronic materials applications declined sharply. The business continued to struggle in terms of profitability due to higher raw material and fuel prices and transportation costs. In the activated carbon fiber business, demand for the core water purifier applications stagnated, and sales for automobile applications also struggled. In the nonwoven fabrics business, domestic sales were generally flat, while overseas sales progressed smoothly. In skincare applications, signs of a recovery in demand emerged.」
As the demand mix shifts away from the medical and hygiene applications that surged during the pandemic, construction materials and overseas nonwoven fabric sales remain firm and skincare applications show signs of recovery, while demand for electronic materials applications has fallen sharply, water purifier applications have stagnated and automobile applications have struggled. - FY2023-Q2Recovery in construction and skincare applications alongside weakness in automobile applicationsAnnual report
「In the functional materials business segment, sales recovered mainly in construction materials applications despite the impact of higher raw material and fuel prices and transportation costs. In the activated carbon fiber business, sales for the core water purifier applications remained firm, while sales for automobile applications declined. In the nonwoven fabrics business, demand for industrial materials applications gradually recovered and sales increased. Sales in skincare applications also improved due to the recovery in the movement of people and weather factors including extremely hot temperatures.」
Following a lull in demand for medical and hygiene applications, sales conditions improved in construction, industrial materials and skincare applications, while automobile applications declined, resulting in differing recovery trends by application. - FY2023-Q1Recovery in construction applications alongside weakness in automobile and skincare applicationsAnnual report
「In the nonwoven fabrics business, domestic skincare applications continued to struggle for the second consecutive year as recovery from the effects of requests to refrain from going out and other factors was delayed. Sales for automobile applications struggled due to lower production volumes. Sales in agricultural and construction applications partially recovered but were significantly affected by higher raw material and fuel prices.」
While some recovery in construction applications is evident rather than in the medical and hygiene applications that benefited from pandemic demand, skincare and automobile applications remain sluggish. - FY2022-Q3A lull in medical and hygiene demand alongside recovery in general applicationsAnnual report
「Demand for medical gowns in lifestyle materials and sanitizing wipes in hygiene materials, which had been strong in the previous year, settled down. General industrial materials and construction applications gradually recovered from the previous year's decline in demand caused by the novel coronavirus, while automobile application sales declined due to semiconductor shortages and other factors, and skincare applications remained sluggish as the movement of people was restricted.」
While demand for medical gowns and sanitizing wipes, which had surged in the previous year, settled down, general industrial materials and construction applications gradually recovered. Automobile applications were affected by semiconductor shortages and other factors, while skincare applications were sluggish amid restrictions on the movement of people. - FY2022-Q1Lull in medical demand and recovery in general applicationsAnnual report
「Demand for medical gowns in lifestyle materials and sanitizing wipes in hygiene materials, which had been strong in the previous year, settled down. Construction and automobile applications gradually recovered from the decline in sales caused by the spread of novel coronavirus infections in the previous year.」
While demand for medical gowns and sanitizing wipes, which had surged in the previous year, settled down, construction and automobile applications gradually recovered from the pandemic-related decline in sales. The demand mix during the pandemic shifted from a focus on medical and hygiene applications toward a recovery in some general applications. - FY2021-Q3RestatedAnnual report
「While sales in many applications, particularly automobiles and construction and civil engineering, were affected by the spread of novel coronavirus infections, sales for medical gowns and hygiene materials increased.」
While automobile and construction and civil engineering applications were affected by the pandemic, demand for medical gowns and hygiene materials continued to grow. In the polymers business, demand in the food sector also remained firm due to stay-at-home demand. - FY2021-Q2Continued demand for telework and medical applicationsAnnual report
「In electronic materials, sales of IC cloth for information and communications equipment applications struggled, but computer and semiconductor applications remained firm as telework increased. Sales of high-value-added products, such as ultra-thin and low-thermal-expansion types, were strong. In spunbond nonwoven fabrics, growth in applications such as medical gowns and sanitizing wipes offset declines in applications such as skincare products.」
During the novel coronavirus pandemic, the company describes continued growth in demand for computer and semiconductor applications associated with telework and for medical gowns and sanitizing wipes as specific sales trends in the functional materials business. - FY2021-Q1First statedAnnual report
「Demand for applications such as food products and refill packs for liquid detergents remained firm, influenced by stay-at-home demand resulting from requests to refrain from going out, working from home and school closures. P.T.EMBLEM ASIA (Emblem Asia), the Indonesian subsidiary, also performed steadily. Sales of lifestyle materials grew, particularly for medical gowns, and remained strong. In spunbond nonwoven fabrics, growth in applications such as medical gowns and sanitizing wipes offset declines in applications such as skincare products. In the apparel fiber business, conditions remained generally difficult across fields including women's apparel due to the spread of novel coronavirus infections, and the core uniform field was also sluggish, although applications for medical gowns and protective clothing performed well.」
The company describes in a consolidated manner, for the first time, growth in certain areas of demand during the novel coronavirus pandemic, including food and refill applications, medical gowns, protective clothing, sanitizing wipes, and computers and semiconductors related to telework.