Decline in toner sales due to inventory adjustments by major printer manufacturers
First written in FY2019-Q2. 6 of 12 entries say "Worsened", first in FY2024-Q1. Latest entry: FY2026.
Tomoegawa moved to the "Worse" side of this theme in 2025.
0 other companies' latest entry also says "Restated".
- FY2026RestatedAnnual report
「In the toner business, lower orders continued, particularly in the first half, due to the impact of weak market conditions for monochrome products that had continued from the previous consolidated fiscal year. Profit declined due to market conditions deteriorating more than anticipated and the impact of reduced production volumes associated with inventory adjustments.」
Weak market conditions for monochrome toner, lower orders and reduced production volumes associated with inventory adjustments continued to affect performance throughout the year. - 2026-05-15WorsenedResults
「In the toner business, orders continued to decline, particularly in the first half, due to the impact of sluggish market conditions for monochrome products that had continued from the previous consolidated fiscal year.」
Sluggish market conditions and declining orders for monochrome toner continued through the full year, resulting in lower sales and lower profit in the toner business. - FY2026-H1WorsenedAnnual report
「In the toner business, revenue declined due to lower orders for monochrome products resulting from deteriorating market conditions and a decline in overseas-related revenue due to the stronger yen. Profit also declined because market conditions deteriorated more than anticipated and the Company implemented production adjustments.」
In the toner business, deteriorating market conditions led to lower revenue and profit through lower orders for monochrome products and production adjustments, while the previously identified risks from demand and inventory adjustments continued. - FY2025WorsenedAnnual report
「In the three months of the fourth-quarter consolidated accounting period (January-March 2025), however, lower orders in the toner business and the resulting impact of production adjustments… and other factors contributed to the decline in revenue and profit.」
Although signs of a recovery in orders were seen in the previous interim period, toner orders declined again toward the fiscal year-end, becoming a factor in lower revenue and profit through production adjustments. - FY2025-H1MitigatedAnnual report
「In the toner business, revenue increased due in part to signs of a recovery in orders emerging from the fourth quarter of the previous consolidated fiscal year and an increase in overseas-related revenue due to the weaker yen.」
Regarding the decline in toner orders due to inventory adjustments and other factors that had continued from the previous fiscal year, signs of a recovery emerged from the fourth quarter of the previous consolidated fiscal year, and revenue increased in the first half. - FY2024RestatedAnnual report
「In particular, production adjustments to reduce toner-business inventories had a negative impact on profit.」
The effects of lower orders and production adjustments associated with inventory adjustments for major customers were reflected in full-year profit. At the same time, the Company also reported some improvement in the order environment in the fourth quarter. - FY2024-Q3WorsenedAnnual report
「In addition to a substantial decline in revenue, including at overseas subsidiaries, the Company posted a substantial decline in profit due to higher costs resulting from increases in raw material and fuel prices, as well as the impact of reduced production volumes associated with inventory adjustments.」
In the toner business, reduced production volumes associated with inventory adjustments affected profit, resulting in an 18.6% decline in revenue and a 75.5% decline in segment operating income. - FY2024-Q2WorsenedAnnual report
「In addition to a decline in orders due to inventory adjustments for certain products, mainly for major customers, which had continued since the end of the previous consolidated fiscal year, revenue declined during the cumulative second-quarter period due in part to intensified price competition with competitors.」
Inventory adjustments for major customers continued, and price competition with competitors also intensified, so the impact of the decline in toner-business revenue continued. - FY2024-Q1WorsenedAnnual report
「In addition to a decline in orders due to inventory adjustments for certain products, mainly for major customers, which had continued since the end of the previous consolidated fiscal year, revenue declined due in part to price competition with competitors during the current consolidated fiscal year.」
Inventory adjustments, mainly for major customers, continued from the end of the previous fiscal year and appeared as a decline in toner-business revenue through lower orders. Price competition with competitors was also newly identified. - FY2019RestatedAnnual report
「In the toner business, the Company conducted active sales activities, including pricing measures, but revenue declined substantially compared with the strong performance of the previous year.」
The effects of supply-demand and inventory adjustments in the toner market continued. Despite active sales efforts and pricing measures, full-year revenue declined substantially. - FY2019-Q3RestatedAnnual report
「Although the Company expected supply-demand adjustments in the semiconductor market and toner market that had continued since the fourth quarter of the previous fiscal year to recover in the second half of the current fiscal year, the recovery was delayed due to the intensification of US-China trade tensions and other factors」
Supply-demand adjustments continued in the toner market from the fourth quarter of the previous fiscal year, and the delayed recovery led to a decline in revenue in the toner business. - FY2019-Q2First statedAnnual report
「Sales to major printer manufacturers, which had been strong in the previous fiscal year, declined substantially due to inventory adjustments」
Toner sales actually declined substantially due to inventory adjustments by major printer manufacturers, becoming a factor in the overall decline in revenue.