Komori
Tokuyama (4043) · RiskMaterialised

Loss Risk from Non-Cancellable Long-Term Power Purchase Agreements

First written in FY2023. 3 of 6 entries say "Materialised", first in 2026-04-28. Latest entry: FY2026.

6entries
4years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY2026-H12023: 220232024: 020242025: 120252026: 32026
Same theme, other companies
Underutilization of Solar Cell Production Facilities and Burden of Long-Term Electricity ContractsA theme 2 companies write about · 2 as a headwind · 0 as a tailwind

Tokuyama moved to the "Worse" side of this theme in 2026.

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

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. FY2026MaterialisedAnnual report

    「As a result of this change in estimate, the difference from the previous estimated amount was recognised as ¥3,630 million in special losses as the amount added to the provision for contract losses for the current consolidated fiscal year.」

    The loss risk associated with non-cancellable long-term power purchase agreements materialised in earnings as a ¥3,630 million provision for contract losses, based on electricity and fuel market conditions and transaction performance.
  2. FY2026-H1RestatedAnnual report

    「We have entered into long-term purchase agreements with power generators for the supply and purchase of electricity. These agreements cannot be cancelled before expiry, and may result in losses depending on future market conditions.」

    The company reiterated the non-cancellable long-term power purchase agreements and the possibility of losses arising from market conditions and other factors.
  3. FY2024-Q2RestatedAnnual report

    「We have entered into long-term purchase agreements with power generators for the supply and purchase of electricity. These agreements cannot be cancelled before expiry, and may result in losses depending on future market conditions.」

    The company reiterated the non-cancellable long-term power purchase agreements and the possibility of losses arising from market conditions and other factors.
  4. FY2023First statedAnnual report

    「We have entered into long-term purchase agreements with power generators for the supply and purchase of electricity. These agreements cannot be cancelled before expiry, and may result in losses depending on future market conditions.」

    The company disclosed the possibility of losses arising from future electricity market conditions and other factors under non-cancellable long-term power purchase agreements.
Moved together

"Reduction of Interest-Bearing Debt and Early Repayment Under the Medium-Term Management Plan" moved the same way as this thread, in the same document, in 2 of its 6 moves.

2★1
  1. ★This thread
  2. 1Reduction of Interest-Bearing Debt and Early Repayment Under the Medium-Term Management Plan2×

★ 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
Tokuyama's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the General Meetings of Shareholders of 2026-06-02: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Loss Risk from Non-Cancellable Long-Term Power Purchase Agreements | Tokuyama Corporation (4043) | Komori