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Shin-Etsu Chemical (4063) · FactAdvanced

Solid shipments of specialty chemicals for pharmaceuticals, building materials and coatings

First written in FY2019-Q3. 4 of 18 entries say "Restated". Latest entry: 2026-07-24.

18entries
8years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2020-Q3 – FY2021-Q3OtherFY2023-Q1 – FY2024-Q2RestatedFY2024 – FY2026-H12019: 320192020: 220202021: 220212022: 220222023: 320232024: 220242025: 120252026: 32026
Same theme, other companies
Firm shipments of functional chemicals for pharmaceuticals, building materials and paintsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-07-24AdvancedEarnings

    「Growth in high-value-added product lines in which we can capitalize on our strengths gained traction, leading to improved earnings.」

    The company provides a more specific description of results than before, stating that growth in high-value-added product lines led to improved earnings and complemented profitability.
  2. FY2026AdvancedAnnual report

    「We focused on substantially increasing sales of highly functional product lines, and the results have begun to translate into earnings.」

    Regarding its previous approach of offsetting weak market conditions for general-purpose product lines with highly functional product lines, the company stated that significantly higher sales had begun to contribute to earnings.
  3. 2026-04-28AdvancedEarnings

    「We focused on substantially increasing sales of highly functional product lines, and the results have begun to translate into earnings.」

    The description now states that increased sales of highly functional product lines contributed to earnings.
  4. FY2026-H1RestatedAnnual report

    「Market conditions for general-purpose product lines had yet to recover, but the company worked to offset the impact on earnings by continuing to focus on increasing sales of highly functional product lines.」

    While market conditions for general-purpose product lines have yet to recover, the company continues efforts to offset the impact on earnings by increasing sales of highly functional product lines.
  5. FY2024RestatedAnnual report

    「Inventory adjustments and softer market conditions caused by the weakness in the Chinese economy continued in commodity product lines, and their impact intensified in the second half of the fiscal year. In response, the company worked to offset the impact on earnings by increasing sales of high-performance product lines.」

    While inventory adjustments for general-purpose products and weak market conditions caused by the downturn in the Chinese economy continue, the company continues efforts to offset the impact on earnings by increasing sales of highly functional product lines.
  6. FY2024-Q3MaterialisedAnnual report

    「Although inventory adjustments and softer market conditions caused by the weakness in the Chinese economy continued in commodity product lines, the company worked to offset the impact on earnings with high-performance product lines. In addition, an impairment loss was recognized on part of the silicone product and raw-material inventories based on recent market conditions.」

    Amid continued inventory adjustments and softer market conditions in commodity products due to the weakness in the Chinese economy, an impairment loss was actually recognized on part of the silicone product and raw-material inventories. Efforts to offset the impact on earnings with specialty products have continued.
  7. FY2024-Q2RestatedAnnual report

    「Although inventory adjustments and softer market conditions continued to affect some commodity product lines, the company worked to offset the impact on earnings with high-performance product lines.」

    While inventory adjustments and softer market conditions continued in commodity product lines, efforts to offset the impact on earnings with high-performance product lines have continued.
  8. FY2024-Q1Disclosed adjustments and market declines in commodity product linesAnnual report

    「Although commodity product lines were affected by inventory adjustments and declining market conditions, the company worked to offset the impact on earnings with high-performance product lines.」

    In addition to the previously disclosed inventory adjustments in some product lines, the disclosure states that commodity product lines were affected by declining market conditions. Efforts to offset the impact on earnings with high-performance product lines have continued.
  9. FY2023-Q3Offset inventory adjustments with high-performance product linesAnnual report

    「Although some product lines underwent inventory adjustments, we sought to maintain profitability by offsetting them with high-performance product lines.」

    The disclosure states that inventory adjustments occurred in some product lines, but were offset with high-performance product lines, maintaining profitability.
  10. FY2023-Q2Maintained profitability by increasing the mix of specialty applicationsAnnual report

    「We sought to maintain profitability by appropriately increasing the proportion of sales to specialty applications, including automotive, personal-care and healthcare applications.」

    The disclosure states that the company appropriately increased the proportion of sales to specialty applications, including automotive, personal-care and healthcare applications, to maintain profitability.
  11. FY2023-Q1Growth in automotive, personal-care and healthcare applications, with new products launchedAnnual report

    「We achieved significant growth in automotive, personal care and healthcare applications. In addition, we launched numerous distinctive products to increase sales.」

    Compared with the previous fiscal year's disclosure of recovering demand and steady shipments, the disclosure now cites substantial growth in automotive, personal-care and healthcare applications, as well as increased sales from new product launches.
  12. FY2022-Q1MitigatedAnnual report

    「The decline in personal-care demand caused by restrictions on economic activity in the same period of the previous year was resolved this year. Inventory adjustments for automotive applications also ended, and shipments were steady. Healthcare products continued to perform resiliently.」

    The disclosure states that the decline in personal-care demand and inventory adjustments for automotive applications that occurred in the same period of the previous year were resolved, while healthcare products also remained resilient.
  13. FY2021-Q3WorsenedAnnual report

    「For cellulose derivatives, pharmaceutical products remained resilient, but building-material products underperformed. Shipments of pheromone and poval products remained weak.」

    While pharmaceutical products remained resilient, the impact broadened as building-material products underperformed and shipments of pheromone and poval products also weakened.
  14. FY2021-Q1WorsenedAnnual report

    「For cellulose derivatives, pharmaceutical and paint products remained resilient, but building-material products underperformed. Shipments of pheromone and poval products remained weak.」

    While pharmaceutical and paint products remained resilient, the impact broadened as building-material products underperformed and shipments of pheromone and poval products also weakened.
  15. FY2020-Q3WorsenedAnnual report

    「For cellulose derivatives, pharmaceutical products remained resilient and building-material products underperformed at some customers. Pheromone products recorded solid shipments, while poval products were affected by market conditions.」

    While pharmaceutical and pheromone products were described as resilient and solid, respectively, sales of building-material products underperformed at some customers, and poval products were also affected by market conditions.
  16. FY2020-Q2RestatedAnnual report

    「For cellulose derivatives, building-material products underperformed in some regions, while pharmaceutical products remained solid. Pheromone and poval products recorded solid shipments.」

    While weakness in building-material products in some regions continued, pharmaceutical, pheromone and poval products were described as solid.
  17. FY2020-Q1Shipments of building-material and paint products softened in some regionsAnnual report

    「For cellulose derivatives, building-material and paint products underperformed in some regions, while pharmaceutical products remained solid. Pheromone and poval products recorded solid shipments.」

    The disclosure has changed from the previous description of strong pharmaceutical products and resilient building-material and paint products to a statement that building-material and paint products underperformed in some regions. Pharmaceutical, pheromone and poval products are described as solid.
  18. FY2019-Q3First statedAnnual report

    「Cellulose derivatives continued to see strong shipments of pharmaceutical products, while building-material and paint products also remained resilient. Pheromone products, poval products and others also generally recorded solid shipments.」

    For the specialty chemicals business, the disclosure cites strong shipments of pharmaceutical cellulose products, resilient performance by building-material and paint products, and generally solid shipments of pheromone products, poval products and others.
Moved together

"Strengthening competitiveness through a stable supply of high-quality semiconductor silicon and support for advanced devices" moved the same way as this thread, in the same document, in 3 of its 18 moves.

333222★123456
  1. ★This thread
  2. 1Strengthening competitiveness through a stable supply of high-quality semiconductor silicon and support for advanced devices3×
  3. 2Foreign-Exchange Risk Arising from a High Overseas Sales Ratio3×
  4. 3Inventory adjustments in certain applications of rare-earth magnets3×
  5. 4Dividend policy of returning to shareholders the benefits of expanded business earnings and a stronger corporate foundation2×
  6. 5Returning value to shareholders through the cancellation of treasury shares2×
  7. 6Risk of business performance fluctuations due to the global economy, declining demand and price competition2×

★ 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
Shin-Etsu Chemical's next results are scheduled for 2026-10-27. Read the earnings preview It last moved in the Earnings of 2026-07-24: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Solid shipments of specialty chemicals for pharmaceuticals, building materials and coatings | Shin-Etsu Chemical Co.,Ltd. (4063) | Komori