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Stella Chemifa (4109) · FactWorsened

Expansion of Battery Segment Sales and Recovery in Market Conditions

First written in FY2017-Q1. 6 of 11 entries say "Worsened", first in FY2020. Latest entry: 2026-05-14.

11entries
11years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q1 – FY2018-Q2WorsenedFY2020 – 2026-05-142016: 220162017: 320172018: 020182019: 020192020: 120202021: 120212022: 020222023: 320232024: 020242025: 020252026: 1
Same theme, other companies
Sales Trends for Specialty Gases for Semiconductors and LCDs and Battery MaterialsA theme 3 companies write about · 1 as a headwind · 0 as a tailwind

Stella Chemifa moved to the "Worse" side of this theme in 2020.

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

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. 2026-05-14WorsenedEarnings presentation

    「エネルギー部門は売上高減少も、半導体部門や電子材料部門の出荷量増加が増益に寄与」

    エネルギー部門の売上高減少が、半導体・電子材料部門の増加と併存する状況として示されている。
  2. FY2024-Q2WorsenedAnnual report

    「In the semiconductor segment, shipments declined as semiconductor market conditions deteriorated. As shipments also declined in the energy segment and the industrial hydrofluoric acid segment, among others, net sales were ¥14,497 million, down 26.1% year on year.」

    The decline in shipments across product groups, including the energy segment, continued, and consolidated net sales fell 26.1% year on year.
  3. FY2024-Q1WorsenedAnnual report

    「Mainly in the semiconductor segment, shipments declined as semiconductor market conditions deteriorated. As shipments also declined in the energy segment and the industrial hydrofluoric acid segment, among others, net sales were ¥7,298 million, down 25.3% year on year.」

    Shipments declined across product groups, including the energy segment, and company-wide net sales fell 25.3% year on year.
  4. FY2023WorsenedAnnual report

    「Meanwhile, net sales were ¥35,382 million, down 5.1% from the previous fiscal year, as shipments in the energy segment and the industrial hydrofluoric acid segment declined.」

    For the energy segment, including battery materials, the explanation has changed from expanding sales and rising demand through the previous fiscal year to a decline in shipments as a factor behind the decrease in company-wide net sales.
  5. FY2021WorsenedAnnual report

    「In the battery materials market, demand temporarily stagnated as a result of the impact of COVID-19.」

    The explanation has changed from higher battery segment sales and a market recovery to a temporary stagnation in demand for battery materials due to COVID-19.
  6. FY2020WorsenedAnnual report

    「In the battery segment, net sales decreased due to lower shipments of electrolytes for lithium-ion secondary batteries and a decline in the selling price of additives for lithium-ion secondary batteries.」

    The explanation has changed from a market recovery and higher sales to a decline in net sales due to lower electrolyte shipments and a lower unit selling price for additives.
  7. FY2018-Q2RestatedAnnual report

    「During the first six months of the fiscal year, net sales were ¥16,720 million, up 19.9% year on year, as sales increased in both the semiconductor and LCD segment and the battery segment.」

    The company continues to explain that higher battery segment sales were a factor behind the increase in net sales, while also citing higher semiconductor and LCD segment sales for the quarter.
  8. FY2018-Q1RestatedAnnual report

    「During the first three months of the fiscal year, net sales were ¥8,159 million, up 13.5% year on year, as sales increased in both the semiconductor and LCD segment and the battery segment.」

    The company continues to explain that higher battery segment sales were a factor behind the increase in net sales, and also cites higher semiconductor and LCD segment sales for the quarter.
  9. FY2017-Q3RestatedAnnual report

    「During the first nine months of the fiscal year, net sales were ¥21,887 million, up 6.3% year on year, as higher battery segment sales increased net sales.」

    The company continues to explain that higher battery segment sales are a factor behind the increase in net sales.
  10. FY2017-Q2RestatedAnnual report

    「Net sales increased as a result of higher sales in the battery segment.」

    The company continues to explain that higher battery segment sales resulting from a market recovery are a factor behind the increase in net sales.
  11. FY2017-Q1First statedAnnual report

    「Net sales increased as a result of higher sales in the battery segment.」

    In the high-purity chemicals business, the company identifies higher battery segment sales resulting from a market recovery as a factor behind the increase in operating performance.
Moved together

"Uncertainty over the outlook due to the slowdown in emerging-market economies, yen appreciation and falling stock prices" moved the same way as this thread, in the same document, in 5 of its 11 moves.

555544★123456
  1. ★This thread
  2. 1Uncertainty over the outlook due to the slowdown in emerging-market economies, yen appreciation and falling stock prices5×
  3. 2Decline in Transport and Warehousing Handling Volumes5×
  4. 3Decline in Overseas Sales in the Semiconductor and LCD Division5×
  5. 4Increase in sales in the surface treatment division and related areas5×
  6. 5Profit Improvement from Lower Purchase Prices for Key Raw Materials4×
  7. 6Decline in income from the insurance agency business and other sources4×

★ 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 Stella Chemifa yet. It last moved in the Earnings presentation of 2026-05-14: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Expansion of Battery Segment Sales and Recovery in Market Conditions | STELLA CHEMIFA CORPORATION (4109) | Komori