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Toell (3361) · RiskMaterialised

Seasonal Fluctuations and Abnormal Weather in the LP Gas and Water Businesses

First written in FY2016. 16 of 21 entries say "Materialised", first in FY2018-Q3. Latest entry: 2026-09-11.

21entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017MaterialisedFY2018-Q3 – FY2021-Q1MaterialisedFY2024-Q1 – FY2026-H12016: 120162017: 120172018: 320182019: 320192020: 220202021: 020212022: 120222023: 320232024: 220242025: 220252026: 32026
Same theme, other companies
Seasonality and abnormal weather impacts on the LPG and water businessesA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-09-11MaterialisedEarnings

    「Sales volumes during the period fell below those of the same period of the previous year, resulting in lower net sales because temperatures were lower than last year.」

    The effect of lower temperatures materialised as a decline in Water business sales volumes and lower net sales.
  2. FY2026MaterialisedAnnual report

    「Unit consumption also increased as a result of lower average temperatures during winter.」

    The decline in average winter temperatures actually resulted in higher per-unit consumption of LP gas.
  3. 2026-06-11OtherRevision of earnings forecasts

    「Unit consumption also increased as a result of lower average temperatures during winter.」

    The company stated that LP gas unit consumption increased during the period because average winter temperatures were lower.
  4. FY2026-H1MaterialisedAnnual report

    「In the LP gas business, per-unit consumption declined due to record hot weather in summer, but sales volume exceeded the previous year's level as the company increased the number of customers by stepping up promotional activities for the bundled discount campaign for the TOELL Lifeline Package, which combines the four businesses of gas, water, TOELL Electricity and TOELL Fiber LINE.」

    While record hot weather reduced per-unit consumption of LP gas, the increase in the number of customers drove sales volume above the previous year's level.
  5. FY2025MaterialisedAnnual report

    「Higher average temperatures reduced per-unit consumption, but sales volume was maintained at the previous year's level as the number of customers increased.」

    Higher average temperatures resulted in lower per-unit consumption, while the increase in the number of customers allowed sales volume to be maintained at the previous year's level.
  6. FY2025-H1MaterialisedAnnual report

    「Higher average temperatures reduced per-unit consumption, but sales volume was maintained at the previous year's level.」

    The company explains that higher average temperatures actually resulted in lower per-unit consumption, while sales volume was maintained at the previous year's level.
  7. FY2024-Q3MaterialisedAnnual report

    「Higher average temperatures reduced per-unit consumption and sales volume, causing both revenue and segment profit to fall below the year-earlier levels.」

    Higher average temperatures are resulting in year-on-year declines in energy-business revenue and segment profit through lower per-unit consumption and sales volume.
  8. FY2024-Q2MaterialisedAnnual report

    「Higher average temperatures reduced per-unit consumption and sales volume, causing both revenue and segment profit to fall below the year-earlier levels.」

    Higher average temperatures are resulting in year-on-year declines in energy-business revenue and segment profit through lower per-unit consumption and sales volume.
  9. FY2024-Q1MaterialisedAnnual report

    「Higher average temperatures reduced per-unit consumption and sales volume, causing both revenue and segment profit to fall below the year-earlier levels.」

    Higher average temperatures actually resulted in year-on-year declines in energy-business revenue and segment profit through lower per-unit consumption and sales volume.
  10. FY2023RestatedAnnual report

    「Demand in the energy business peaks in winter, while demand in the water business peaks in summer. Accordingly, the two businesses complement each other by offsetting seasonal differences in demand, although extreme weather, such as a cool summer or warm winter, could affect results.」

    While the seasonality of the two businesses is mutually complementary, the risk that extreme weather, such as a cool summer or warm winter, could affect results remains.
  11. FY2022RestatedAnnual report

    「Demand in the energy business peaks in winter, while demand in the water business peaks in summer. Accordingly, the two businesses complement each other by offsetting seasonal differences in demand, although extreme weather, such as a cool summer or warm winter, could affect results.」

    While the seasonality of the energy and water businesses is mutually complementary, the risk that extreme weather, such as a cool summer or warm winter, could affect results remains.
  12. FY2021-Q1MaterialisedAnnual report

    「Revenue declined year on year as selling prices fell due to higher temperatures than in the previous year and low LP gas import prices, among other factors, although」

    The company explains that higher temperatures than in the previous year affected the LP gas sales environment, resulting in lower selling prices and lower revenue.
  13. FY2020MaterialisedAnnual report

    「In the energy business segment, sales volume remained at the previous year's level during the consolidated fiscal year under review, despite the effects of a warm winter and the COVID-19 pandemic, although」

    The company explains that the warm winter actually affected sales volume in the energy business.
  14. FY2020-Q1MaterialisedAnnual report

    「Although gas demand increased because temperatures remained lower than the previous year, revenue declined year on year because selling prices fell due in part to low LP gas import prices.」

    Lower temperatures actually boosted gas demand, while in the water business the same temperature factor caused the number of bottles sold to fall 2.0% year on year.
  15. FY2019MaterialisedAnnual report

    「Sales volume was sluggish during the consolidated fiscal year under review as a result of exceptionally hot weather and a warm winter.」

    The company explains that exceptionally hot weather and a warm winter actually contributed to sluggish LP gas sales volume.
  16. FY2019-Q3MaterialisedAnnual report

    「LP gas sales volume fell 3.8% year on year because the winter, the peak demand season, was unusually warm, although」

    The company explains that the warm winter actually reduced LP gas sales volume by 3.8% year on year.
  17. FY2019-Q2MaterialisedAnnual report

    「The average temperature in the second quarter was exceptionally high, and water demand increased as a result. Shipments of bottled water rose 4.3% year on year on a 12-liter-bottle equivalent basis.」

    The company explains that exceptionally hot weather actually contributed to increased water demand and bottled-water shipments.
  18. FY2019-Q1MaterialisedAnnual report

    「Revenue increased despite sluggish gas demand due to exceptionally hot weather compared with normal years.」

    The company explains that exceptionally hot weather actually depressed gas demand, while increased water demand caused by the heat contributed to higher shipments in the water business.
  19. FY2018-Q3MaterialisedAnnual report

    「As a result, revenue was ¥12,160 million, up 11.6% year on year, as the cold wave increased LP gas sales volume.」

    The company explains that the cold wave, a weather factor, actually affected LP gas sales volume and revenue in the energy business.
  20. FY2017RestatedAnnual report

    「In the event of unusual extreme weather, such as a cool summer or warm winter, seasonal factors could affect the Group's results.」

    The company continues to explain that while the seasonality of the LP gas and water businesses is mutually complementary, extreme weather could affect results.
  21. FY2016First statedAnnual report

    「Demand for LP gas is heavily affected by temperature and water temperature, peaking in winter and declining in summer. The water business has the opposite seasonal pattern.」

    While the seasonality of the two businesses is mutually complementary, the disclosure states that extreme weather, such as cool summers and warm winters, could affect results.
Moved together

"Import Price and Exchange Rate Fluctuations and the Time Lag in Sales Price Revisions" moved the same way as this thread, in the same document, in 12 of its 21 moves.

12432★1234
  1. ★This thread
  2. 1Import Price and Exchange Rate Fluctuations and the Time Lag in Sales Price Revisions12×
  3. 2Achievement of consolidated net sales of ¥24.0 billion and consolidated operating income of ¥2.5 billion for the fiscal year ending April 20204×
  4. 3Surging Resource Prices and Economic Outlook Uncertainty Due to the Situation in Ukraine3×
  5. 4Competition for the Customer Base Driven by Population Decline, Population Aging and Energy Market Liberalization2×

★ 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
No upcoming earnings preview for Toell yet. It last moved in the Earnings of 2026-09-11: "Materialised".
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Seasonal Fluctuations and Abnormal Weather in the LP Gas and Water Businesses | Toell Co.,Ltd. (3361) | Komori