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Nissan Chemical (4021) · FactAdvancedLatest Earnings (2026-08-07): "Restated"

Revenue growth driven by the start-up of a semiconductor materials customer's new plant and recovery in operating rates

First written in FY2018-Q3. 16 of 29 entries say "Restated". Latest entry: 2026-08-07.

29entries
9years
5from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q3 – FY2019-Q3RestatedFY2021-Q2 – FY2023-Q22018: 320182019: 320192020: 320202021: 220212022: 320222023: 420232024: 320242025: 220252026: 62026
Same theme, other companies
Improving Profitability through Expanded Sales of Highly Profitable MaterialsA theme 23 companies write about · 1 as a headwind · 23 as a tailwind

The whole theme swung hardest in 2020: 5 of 20 companies on the "Worse" side.

3 other companies' latest entry also says "Restated".

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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  2. FY2026AdvancedAnnual report

    「In semiconductor materials, sales of the semiconductor antireflective coating material (ARC®*) and multilayer material (OptiStack®*) increased significantly on strong customer operating rates.」

    Semiconductor materials revenue increased significantly year on year and drove the Functional Materials segment overall. The start of operations at the second Toyama analysis building was also noted.
  4. FY2026-H1RestatedAnnual report

    「In semiconductor materials, sales of the semiconductor antireflective coating material (ARC®*) and multilayer material (OptiStack®*) increased significantly.」

    The company continues to explain the significant increase in semiconductor materials revenue driven by the recovery in customer operating rates.
  5. FY2025AdvancedAnnual report

    「In semiconductor materials, sales of the semiconductor antireflective coating material (ARC®*) and multilayer material (OptiStack®*) increased significantly on the recovery in customer operating rates.」

    The situation has shifted from lower revenue caused by weak customer operating rates through the previous year to a significant increase in ARC and OptiStack revenue driven by the recovery in customer operating rates.
  6. FY2025-H1ReframedAnnual report

    「In semiconductor materials, sales of the semiconductor antireflective coating material (ARC®*) and multilayer material (OptiStack®*) increased on the recovery in customer operating rates.」

    The situation has shifted from lower revenue caused by weak customer operating rates, which had continued through the previous year, to higher ARC and OptiStack revenue driven by the recovery in customer operating rates.
  7. FY2024WorsenedAnnual report

    「In semiconductor materials, sales of the semiconductor antireflective coating material (ARC®*) and multilayer material (OptiStack®*) declined due to weak customer operating rates.」

    Lower semiconductor materials revenue due to weak customer operating rates was also confirmed for the full year, with lower ARC and OptiStack sales reflected in the results.
  8. FY2024-Q3RestatedAnnual report

    「In semiconductor materials, sales of the semiconductor antireflective coating material (ARC®*) and multilayer material (OptiStack®*) declined due to weak customer operating rates.」

    The company continues to explain that ARC and OptiStack revenue is declining against a backdrop of weak customer operating rates.
  9. FY2024-Q2RestatedAnnual report

    「In semiconductor materials, sales of the semiconductor antireflective coating material (ARC®*) and multilayer material (OptiStack®*) declined due to weak customer operating rates.」

    The company continues to explain that ARC and OptiStack revenue is declining against a backdrop of weak customer operating rates.
  10. FY2024-Q1ReframedAnnual report

    「In semiconductor materials, sales of the semiconductor antireflective coating material (ARC®*) and multilayer material (OptiStack®*) declined due to weak customer operating rates.」

    Although it had been stated that revenue remained higher for the previous full year due to strong performance through the first half, ARC and OptiStack revenue declined in the first quarter due to weak customer operating rates.
  11. FY2023RestatedAnnual report

    「In semiconductor materials, customer operating rates declined from the third quarter, but revenue from the semiconductor antireflective coating material (ARC®*) increased, supported by strong performance through the first half.」

    Although customer operating rates declined from the third quarter, semiconductor materials revenue increased for the full year due to strong performance through the first half.
  12. FY2023-Q3ReframedAnnual report

    「In semiconductor materials, sales of the semiconductor antireflective coating material (ARC®*) declined in the third quarter due to weak customer operating rates, but revenue remained higher overall, supported by strong operating rates through the first half.」

    The explanation has shifted from higher revenue due to strong customer operating rates through the previous quarter to an explanation that ARC sales declined in the third quarter due to weak customer operating rates, although cumulative revenue remained higher because of the strong performance through the first half.
  13. FY2023-Q2RestatedAnnual report

    「In semiconductor materials, sales of the semiconductor antireflective coating material (ARC®*) and multilayer material (OptiStack®*) increased on strong customer operating rates.」

    The company explains that ARC and OptiStack revenue continues to increase, driven by strong customer operating rates.
  14. FY2023-Q1RestatedAnnual report

    「In semiconductor materials, sales of the semiconductor antireflective coating material (ARC®*) and multilayer material (OptiStack®*) increased on strong customer operating rates.」

    ARC and OptiStack revenue continues to increase, driven by strong customer operating rates.
  15. FY2022-Q3RestatedAnnual report

    「In semiconductor materials, sales of the semiconductor antireflective coating material (ARC®*) and multilayer material (OptiStack®*) increased on strong customer operating rates.」

    ARC and OptiStack revenue continues to increase, driven by strong customer operating rates.
  16. FY2022-Q2RestatedAnnual report

    「In semiconductor materials, sales of the semiconductor antireflective coating material (ARC®*) and multilayer material (OptiStack®*) increased on strong customer operating rates.」

    ARC and OptiStack revenue continues to increase, driven by strong customer operating rates.
  17. FY2021-Q3RestatedAnnual report

    「In semiconductor materials, sales of the semiconductor antireflective coating material (ARC®*) and multilayer material (OptiStack®*) increased on strong customer operating rates.」

    ARC and OptiStack revenue continues to increase, driven by strong customer operating rates.
  18. FY2021-Q2RestatedAnnual report

    「In semiconductor materials, sales of the semiconductor antireflective coating material (ARC®*) and multilayer material (OptiStack®*) increased on strong customer operating rates.」

    ARC and OptiStack revenue continues to increase, driven by strong customer operating rates.
  19. FY2021-Q1ReframedAnnual report

    「In semiconductor materials, revenue from anti-reflection coating materials for semiconductors (ARC®*) increased as customers maintained strong operating rates.」

    The explanation has shifted from weak performance through the previous quarter due to lower customer operating rates to higher ARC revenue driven by strong customer operating rates.
  20. FY2020-Q3RestatedAnnual report

    「In semiconductor materials, anti-reflection coating materials for semiconductors (ARC®*) performed poorly due to lower customer operating rates.」

    The company continues to describe a situation in which lower customer operating rates are weighing on semiconductor materials.
  21. FY2020-Q2RestatedAnnual report

    「In semiconductor materials, anti-reflection coating materials for semiconductors (ARC®*) performed poorly due to lower customer operating rates.」

    The company continues to describe a situation in which lower customer operating rates are weighing on semiconductor materials.
  22. FY2020-Q1ReframedAnnual report

    「In semiconductor materials, anti-reflection coating materials for semiconductors (ARC®*) were affected by lower operating rates at some customers.」

    The explanation has changed from revenue growth driven by customers starting up new plants and recovering utilization rates to the impact of lower operating rates at some customers.
  23. FY2019-Q3RestatedAnnual report

    「In semiconductor materials, revenue from anti-reflection coating materials for semiconductors (ARC®*) and multilayer materials (OptiStack®*) increased as customers maintained strong operating rates.」

    The company continues to attribute higher ARC and OptiStack revenue to strong customer operating rates.
  24. FY2019-Q1RestatedAnnual report

    「In semiconductor materials, revenue from anti-reflection coating materials for semiconductors (ARC®*) and multilayer materials (OptiStack®*) increased on higher demand.」

    The company continues to attribute higher ARC and OptiStack revenue to increased demand.
  25. FY2018RestatedAnnual report

    「In semiconductor materials, revenue from anti-reflection coating materials for semiconductors (ARC®*) and multilayer materials (OptiStack®*) increased as some customers began operating new plants and utilization rates recovered.」

    The company also attributes full-year semiconductor materials revenue growth to customers starting up new plants and recovering utilization rates.
  26. FY2018-Q3First statedAnnual report

    「In semiconductor materials, revenue from anti-reflection coating materials for semiconductors (ARC®*) and multilayer materials (OptiStack®*) increased as some customers began operating new plants and utilization rates recovered.」

    The company attributes higher semiconductor materials revenue to some customers starting up new plants and recovering utilization rates.
Moved together

"Operating Profit, Ordinary Profit and Profit Attributable to Owners of the Parent Reach New Record Highs" moved the same way as this thread, in the same document, in 7 of its 29 moves.

775554★123456
  1. ★This thread
  2. 1Operating Profit, Ordinary Profit and Profit Attributable to Owners of the Parent Reach New Record Highs7×
  3. 2Domestic and Overseas Registration and Launch of Agrochemical Products and Expansion of Sales Channels7×
  4. 3Uncertain business environment due to private consumption, inbound tourism, foreign exchange rates and the UK's withdrawal from the EU5×
  5. 4Repurchase and Cancellation of Treasury Shares and Shareholder Returns5×
  6. 5Revenue growth in basic chemicals and fine chemicals in the Chemicals segment5×
  7. 6Improved Financial Position Driven by Lower Borrowings and a Higher Equity Ratio4×

★ 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 Nissan Chemical yet. It last moved in the Earnings of 2026-08-07: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Revenue growth driven by the start-up of a semiconductor materials customer's new plant and recovery in operating rates | Nissan Chemical Corporation (4021) | Komori