Risk of fluctuations in demand for automobiles, electronic components and steel
First written in FY2017. 16 of 25 entries say "Materialised", first in FY2019. Latest entry: FY2027-H1.
Denka moved to the "Worse" side of this theme in 2019, 1 year before the typical company in this theme (2020).
The whole theme swung hardest in 2020: 72 of 92 companies on the "Worse" side.
11 other companies' latest entry also says "Materialised".
- FY2027-H1MaterialisedAnnual report
「Sales of acetylene black for stationary energy storage systems (ESS) used in data centers increased, but sales for high-voltage cables were affected by production cuts caused by difficulties procuring raw materials amid the worsening situation in the Middle East.」
Difficulties procuring raw materials amid the worsening situation in the Middle East had an actual business impact in the form of production cuts for acetylene black used in high-voltage cables. - 2026-08-07MaterialisedRevisions to earnings forecasts
「POCT検査試薬は、検査数が減少したことから販売数量が前年を下回りました。」
需要変動がライフイノベーション部門の販売数量減少として実績に現れている。 - FY2026MaterialisedAnnual report
「Sales of acetylene black for xEV applications fell below the previous year's level, but sales for high-voltage cable applications exceeded the previous year's level, resulting in higher sales overall.」
Demand trends diverged between automobiles and power infrastructure, with demand for xEV applications falling below the previous year's level while demand for high-voltage cable applications exceeded it, and demand fluctuation risk was reflected in performance. - 2026-05-13MaterialisedRevisions to earnings forecasts
「POCT検査試薬は、インフルエンザや新型コロナウイルスなどの感染症は一定程度流行しましたが、年明け以降、急速に収束し検査数が減少したことから、全体では販売数量が前年を下回りました。」
感染症の収束に伴う検査数減少が、POCT検査試薬の販売数量減少として年度業績に現れた。 - FY2025-H1MaterialisedAnnual report
「Demand for chloroprene rubber remained weak, and sales volumes were at the same level as the previous year. Sales of corrugated pipes for agricultural and civil engineering applications and cement were also at the same level as the previous year, but sales volumes of specialty admixtures fell below the previous year's level due to construction delays and other factors. As a result, segment net sales decreased by ¥786 million, or 1.4%, year on year to ¥56,432 million, and the segment posted an operating loss of ¥3,033 million, compared with an operating loss of ¥1,644 million in the same period of the previous year.」
Demand fluctuation risk was reflected in weak demand for chloroprene rubber and lower sales volumes of specialty admixtures. Segment net sales fell 1.4%, and the operating loss widened to ¥3,033 million. - FY2024MaterialisedAnnual report
「For the period, net sales benefited from the effect of price revisions implemented in the previous fiscal year and increased net proceeds due to the weaker yen, but sales volumes of core products such as electronic and advanced products and chloroprene rubber declined. Net sales decreased by ¥18,295 million, or 4.5%, year on year to ¥389,263 million.」
The decline in demand and sales volumes for core products such as electronic and advanced products and chloroprene rubber was reflected in full-year performance, and consolidated net sales decreased by 4.5% year on year. - FY2024-Q3MaterialisedAnnual report
「During the first nine months of the current consolidated fiscal year, performance benefited from the effect of price revisions implemented in the previous fiscal year and increased net proceeds due to the weaker yen, but sales volumes of core products such as electronic and advanced products and chloroprene rubber declined. Net sales decreased by ¥15,890 million, or 5.1%, year on year to ¥292,843 million.」
The decline in sales volumes of core products was reflected in actual performance, and consolidated net sales decreased by 5.1% year on year. - FY2024-Q2MaterialisedAnnual report
「During the first half of the current consolidated fiscal year, performance benefited from the effect of price revisions implemented in the previous fiscal year and increased net proceeds due to the weaker yen, but sales volumes of core products such as electronic and advanced products and chloroprene rubber declined. Net sales decreased by ¥11,558 million, or 5.7%, year on year to ¥191,369 million.」
The decline in sales volumes of core products was reflected in actual performance, and net sales decreased by 5.7% year on year. - FY2024-Q1MaterialisedAnnual report
「During the first quarter of the current consolidated fiscal year, performance benefited from the effect of price revisions implemented in the previous fiscal year and increased net proceeds due to the weaker yen, but sales volumes of core products such as electronic and advanced products and chloroprene rubber declined. Net sales decreased by ¥6,540 million, or 6.9%, year on year to ¥87,829 million.」
The decline in sales volumes of core products was reflected in actual performance, and net sales decreased by 6.9% year on year. - FY2023MaterialisedAnnual report
「Performance for the period was affected by the slowdown in the global economy, which reduced demand for some core products, but」
The decline in demand for core products resulting from the slowdown in the global economy was actually reflected in full-year performance. - FY2023-Q3MaterialisedAnnual report
「As a result, during the first nine months of the current consolidated fiscal year, performance was affected volume-wise by the slowdown in the global economy, which reduced demand for some core products, but the company revised selling prices in response to higher raw material prices and benefited from increased net proceeds due to the weaker yen. Net sales increased by ¥24,755 million, or 8.7%, year on year to ¥308,733 million.」
Lower demand for some core products resulting from the slowdown in the global economy was reflected in sales during the quarter, and demand fluctuation risk continues to be evident. - FY2023-Q2MaterialisedAnnual report
「As a result, during the first half of the current consolidated fiscal year, performance was affected by lower demand resulting from the slowdown in the Chinese economy and reduced automobile production, among other factors,」
The company explains that lower demand resulting from the slowdown in the Chinese economy and reduced automobile production actually affected sales during the quarter. - FY2023-Q1MaterialisedAnnual report
「As a result, during the first quarter of the current consolidated fiscal year, performance benefited from price revisions in response to higher raw material and fuel costs and increased net proceeds due to the weaker yen, but sales volumes declined due to the Shanghai lockdown and reduced automobile production. Net sales increased by ¥7,641 million, or 8.8%, year on year to ¥94,369 million.」
The decline in sales volumes resulting from the Shanghai lockdown and reduced automobile production was reflected in actual performance, bringing demand fluctuation risk to the fore. - FY2022-Q3RestatedAnnual report
「Chloroprene rubber sales exceeded the previous year as demand from related industries, including industrial applications, began to increase with the recovery of the global economy. However, our U.S. subsidiary Denka Performance Elastomer was affected by disruptions to the upstream supply chain caused by Hurricane Ida and was forced to shut down production.」
The company has continued to explain that demand for chloroprene rubber, which was weak after the spread of infectious disease, exceeded the previous year's level as related industries recovered. - FY2022-Q2MitigatedAnnual report
「Chloroprene rubber was significantly affected by the global economic slowdown caused by the spread of infectious disease in the previous year, but demand for industrial and automotive applications, among others, has begun to recover as production activity resumed in related industries, and exceeded the previous year's level.」
Sales of chloroprene rubber, which had fallen below the previous year's level due to the spread of infectious disease and stagnant production activity in the automotive and other industries, recovered as production activity resumed in related industries and exceeded the previous year's level. - FY2022-Q1MitigatedAnnual report
「Chloroprene rubber was significantly affected by the global economic slowdown caused by the spread of infectious disease in the previous year, but has since begun to recover as production activity resumed in related industries, including automobiles, and exceeded the previous year's level.」
Sales of chloroprene rubber, which had fallen below the previous year's level due to the spread of infectious disease and stagnant production activity in the automotive industry, recovered as production activity resumed in related industries and exceeded the previous year's level. - FY2021RestatedAnnual report
「As a result, although growth in electronic and advanced products and contributions from new healthcare products supported performance for the period, sales volumes declined overall due to lower demand resulting from the global economic downturn.」
While lower demand resulting from the global economic downturn continues to be reflected in an overall decline in sales volumes, electronic and advanced products and healthcare benefited from growth and contributions from new products. - FY2021-Q3RestatedAnnual report
「Sales of chloroprene rubber have recently begun to recover, but fell below the previous year because production activity broadly stagnated, particularly in the automotive industry, due largely to the impact of the global economic downturn caused by the spread of infectious disease and other factors.」
The global economic downturn caused by the spread of infectious disease and other factors, and stagnation in automotive production activity, continued to weigh on chloroprene rubber sales, causing them to fall below the previous year. At the same time, a recent recovery trend was also noted. - FY2021-Q2WorsenedAnnual report
「Sales of chloroprene rubber fell below the previous year, as production activity broadly stagnated, particularly in the automotive industry, due largely to the impact of the global economic downturn caused by the spread of infectious disease and other factors.」
The global economic downturn caused by the spread of infectious disease and other factors continued, and stagnation in production activity, particularly in the automotive industry, caused chloroprene rubber sales to fall below the previous year. - FY2021-Q1WorsenedAnnual report
「Sales of chloroprene rubber fell below the previous year, as production activity broadly stagnated, particularly in the automotive industry, due largely to the spread of infectious disease.」
The spread of infectious disease caused production activity to stagnate, particularly in the automotive industry, and chloroprene rubber sales fell below the previous year. The impact of demand fluctuations is expanding. - FY2020-Q3WorsenedAnnual report
「Net sales for the nine months ended the third quarter were ¥288.655 billion, a decrease of ¥21.628 billion, or 7.0%, from the same period of the previous year. This reflected increased sales volumes in vehicle electrification-related and healthcare fields and progress in sales price revisions aimed at restoring profitability, offset by sales price revisions for some products in response to falling raw material prices and lower sales volumes due to weaker demand.」
Sales volumes for some products, including automotive-related products, continued to decline because of weaker demand, and consolidated net sales decreased 7.0% year on year. This was partly offset by increases in vehicle electrification-related products and healthcare, while the impact of demand fluctuations also expanded. - FY2020-Q2MaterialisedAnnual report
「Net sales for the six months ended the second quarter were ¥191.953 billion, a decrease of ¥6.394 billion, or 3.2%, from the same period of the previous year. This reflected increased sales volumes in vehicle electrification and healthcare-related fields and progress in sales price revisions aimed at restoring profitability, offset by sales price revisions for some products in response to falling raw material prices and lower sales volumes due to weaker demand.」
Lower sales volumes for some products due to weaker demand appeared in the results for the current quarter, and consolidated net sales decreased 3.2% year on year. - FY2020-Q1MaterialisedAnnual report
「For some products, selling prices were revised in response to lower raw material prices, and sales volumes declined because of weaker demand.」
Lower sales volumes for some products due to weaker demand appeared in the results for the current quarter. - FY2019MaterialisedAnnual report
「The operating performance of our group fell short of the initial forecast for operating income, partly because of natural disasters and lower sales resulting from the slowdown in global economic growth, particularly in China.」
Explained that the slowdown in the global economy, particularly in China, and natural disasters affected actual performance through lower sales. - FY2017First statedAnnual report
「The operating performance of our group may be affected by demand trends in industries such as automobiles, electronic components and steel, as well as by market conditions for crude oil and basic petrochemical products and by foreign exchange rates.」
Identified demand trends in major end-use industries, feedstock and fuel market conditions, and foreign exchange rates as risks that could affect operating performance.