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Nankai Chemical (4040) · InitiativeAdvanced

Pricing and cost pass-through in response to soaring raw material costs

First written in FY2023. 5 of 9 entries say "Restated". Latest entry: 2026-08-25.

9entries
4years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY2026-H12023: 220232024: 120242025: 220252026: 42026
Same theme, other companies
Strong sales of electrolysis productsA theme 3 companies write about · 0 as a headwind · 4 as a tailwind

0 other companies' latest entry also says "Advanced".

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.
Full recordFilings, disclosures and news, newest first
  1. FY2026AdvancedAnnual report

    「Price corrections for electrolysis products, including caustic soda derivatives and chlorine derivatives, covered the decline in sales caused by lower winter shipments of road de-icing materials in the various salts business due to the mild winter, resulting in higher sales.」

    The company explained that progress in correcting prices for electrolysis products absorbed the decline in revenue from the various salts business, securing consolidated net sales of ¥21,063 million, up 0.8% year on year.
  2. 2026-06-10AdvancedEarnings presentation

    「We will continue to pursue the Company-wide challenge of “improving profitability” and offset the decline in sales resulting from shrinking demand and withdrawal from certain transactions following the closure of the Kyoto Branch (strategic selection and concentration) through timely and appropriate revisions to selling prices.」

    Specifically identified timely and appropriate revisions to selling prices as a measure to improve profitability in the actual results and offset factors behind the decline in sales expected in the next fiscal year.
  3. FY2026-H1RestatedAnnual report

    「For basic chemicals, we corrected product prices for certain products and worked to further strengthen our locally rooted sales structure.」

    The company corrected prices for certain products and continues to strengthen its locally rooted sales structure.
  4. FY2025RestatedAnnual report

    「In response to rising raw-material prices, we are seeking to mitigate their impact on business performance and financial condition through measures such as cost reductions and revisions to selling prices.」

    The company is responding to higher raw-material prices through a combination of cost reductions and selling-price revisions.
  5. FY2024-Q3RestatedAnnual report

    「For basic chemicals, we worked to correct product prices while securing sales volumes and controlling costs.」

    The company states that it corrected product prices for basic chemicals and continues efforts to pass through higher costs and secure appropriate prices.
  6. FY2024-Q1RestatedAnnual report

    「Appropriate pricing through stronger customer engagement」

    The company continues to pursue appropriate pricing as a business measure. It also states that “product price corrections” were implemented in its basic chemicals and various salts businesses.
  7. FY2023First statedAnnual report

    「Appropriate pricing through stronger customer engagement」

    In response to higher costs for raw materials, fuel and other items, the company is working to secure appropriate prices through negotiations with customers.
Moved together

"Stable Dividends and Growth Investment of Retained Earnings" moved the same way as this thread, in the same document, in 3 of its 9 moves.

332222★123456
  1. ★This thread
  2. 1Stable Dividends and Growth Investment of Retained Earnings3×
  3. 2Establishing an Earnings Base Through Productivity Gains and Lower Costs3×
  4. 3Revenue, Ordinary Profit and ROE Targets for Fiscal 20232×
  5. 4Review of the Business Portfolio and Allocation of Resources to Growth Markets2×
  6. 5Establishing Growth Areas Through Circular-Economy Businesses2×
  7. 6Capital Investment for Increased Production, Labor Savings and New Businesses2×

★ 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 Nankai Chemical yet. It last moved in the Earnings presentation of 2026-08-25: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Pricing and cost pass-through in response to soaring raw material costs | NANKAI CHEMICAL COMPANY,LIMITED (4040) | Komori