Komori
Toho Acetylene (4093) · RiskQuarterly sales results updated

Risk of fluctuations in household LPG demand due to warm winters and other factors

First written in FY2016. 4 of 9 entries say "Restated". Latest entry: FY2026.

9entries
11years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2016 – FY2017ReframedFY2020RestatedFY2022 – FY2024-Q2MaterialisedFY20242016: 120162017: 120172018: 020182019: 120192020: 120202021: 020212022: 120222023: 220232024: 120242025: 020252026: 12026
Same theme, other companies
Weather-Related Fluctuations in Demand for Petroleum Products and LPGA theme 13 companies write about · 12 as a headwind · 1 as a tailwind

Toho Acetylene moved to the "Worse" side of this theme in 2019, the same year as the typical company in this theme.

The whole theme swung hardest in 2018: 5 of 10 companies on the "Worse" side.

1 other company's latest entry also says "Other".

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. FY2026Quarterly sales results updatedAnnual report

    「Liquefied petroleum gas, 92nd fiscal period, net sales trend: first quarter—volume 14,251, unit price 140.61, amount ¥2,003 million; second quarter—volume 11,716, unit price 137.37, amount ¥1,609 million; third quarter—volume 16,254, unit price 121.01, amount ¥1,966 million; fourth quarter—volume 20,024, unit price 126.13, amount ¥2,525 million.」

    The quarterly results for the 92nd fiscal period update the pattern of higher LP gas sales volumes and amounts in the third and fourth quarters, weighted toward the second half of the fiscal year.
  2. FY2024MaterialisedAnnual report

    「Demand for liquefied petroleum gas declined due to the mild winter, and selling prices fell in line with fluctuations in import prices.」

    The decline in liquefied petroleum gas demand due to the mild winter was disclosed as an actual result for the fiscal year, indicating that weather-related risks of fluctuations in household and industrial LP gas demand materialized.
  3. FY2024-Q2RestatedAnnual report

    「Trade receivables and other receivables decreased by ¥773 million as a result of collecting trade receivables from the energy-demand season for liquefied petroleum gas and petroleum products in the gas-related business.」

    Collections of trade receivables progressed after the energy-demand season, continuing to show seasonal fluctuations in financial position associated with LP gas and other products.
  4. FY2023RestatedAnnual report

    「The sales volumes of the Group's principal product, liquefied petroleum gas, for industrial and residential use, including household demand, may be affected by weather conditions such as mild winters. Liquefied petroleum gas consumption is affected by air and water temperatures, so sales volumes tend to decline in summer and increase in winter.」

    The Group continues to disclose weather risks such as mild winters and the seasonality of LP gas sales volumes, which decline in summer and increase in winter.
  5. FY2022RestatedAnnual report

    「Liquefied petroleum gas consumption is affected by air and water temperatures, so sales volumes tend to decline in summer and increase in winter. Accordingly, the Group's sales and profit structure tends to be weighted toward the second half of the fiscal year, and sales volumes of liquefied petroleum gas may be affected in fiscal years with unusual climate conditions.」

    The Group continues to disclose weather risks such as mild winters and the concentration of LP gas sales volumes and profits in the second half of the fiscal year. Quarterly volumes, unit prices and amounts were also disclosed.
  6. FY2020ReframedAnnual report

    「Liquefied petroleum gas consumption is affected by air and water temperatures, so sales volumes tend to decline in summer and increase in winter. Accordingly, the Group's sales and profit structure tends to be weighted toward the second half of the fiscal year, and sales volumes of liquefied petroleum gas may be affected in fiscal years with unusual climate conditions.」

    The disclosure expands the explanation of seasonal fluctuation risk by explicitly addressing the impact on sales volumes in fiscal years with unusual climate conditions, in addition to weather risks such as mild winters.
  7. FY2019MaterialisedAnnual report

    「Net sales declined because selling prices of oxygen for electric-arc furnace and steel customers and nitrogen for semiconductor and electronics customers fell, while liquefied petroleum gas sales were affected by the mild winter.」

    Lower liquefied petroleum gas consumption and net sales due to the mild winter actually occurred in FY2019.
  8. FY2017RestatedAnnual report

    「Sales of the liquefied petroleum gas marketed by the Group may be affected by weather conditions, including mild winters, through their impact on household demand.」

    The risk of fluctuations in household LP gas demand due to weather conditions, including mild winters, continues to be disclosed.
  9. FY2016First statedAnnual report

    「Sales of the liquefied petroleum gas marketed by the Group may be affected by weather conditions, including mild winters, through their impact on household demand.」

    Weather conditions, particularly mild winters, are identified as factors causing fluctuations in household liquefied petroleum gas sales.
Moved together

"Expansion of the automotive equipment-related business driven by growing capital investment demand from auto parts manufacturers" moved the same way as this thread, in the same document, in 3 of its 9 moves.

332222★123456
  1. ★This thread
  2. 1Expansion of the automotive equipment-related business driven by growing capital investment demand from auto parts manufacturers3×
  3. 2Uncertainty in the Economic Environment Due to Concerns over China’s Economic Slowdown and the Yen’s Rapid Appreciation3×
  4. 3Risk of fluctuations in demand from large industrial customers2×
  5. 4Business structure centered on the Tohoku and Hokkaido regions as its principal markets2×
  6. 5Market Price Fluctuation Risk of Held Investment Securities2×
  7. 6Impairment Risk from Deteriorating Business Profitability and Falling Land Prices2×

★ 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
Toho Acetylene's next results are scheduled for 2026-11-12. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.