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Stella Chemifa (4109) · FactReframed

Increase in sales in the surface treatment division and related areas

First written in FY2019-Q2. 7 of 13 entries say "Reframed", first in FY2024-Q3. Latest entry: FY2026.

13entries
9years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019-Q2 – FY2019-Q3WorsenedFY2021 – FY2024-Q2ReframedFY2024-Q3 – FY20262018: 12019: 120192020: 020202021: 120212022: 020222023: 320232024: 320242025: 220252026: 22026
Same theme, other companies
Sales of fluorinated products remain firmA theme 3 companies write about · 1 as a headwind · 3 as a tailwind

Stella Chemifa moved to the "Worse" side of this theme in 2021.

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

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. FY2026ReframedAnnual report

    「Net sales in the High-Purity Chemicals business amounted to ¥31,786 million, up 0.8% year on year.」

    While the high-purity chemicals business as a whole posted a slight increase, the breakdown shows increases in semiconductors, electronic materials and industrial hydrofluoric acid offset by decreases in energy, general products and other products.
  2. 2026-05-14ReframedResults presentation

    「(-)エネルギー部門、一般製品部門の出荷量減少」

    半導体・電子材料部門の増加に対し、エネルギー部門・一般製品部門の出荷量減少が営業利益の減少要因として整理されている。
  3. FY2026-H1ReframedAnnual report

    「Net sales for the six-month interim consolidated period were ¥18.157 billion, unchanged year on year, as increased sales in the semiconductor and electronic materials divisions and other divisions were offset by lower sales in the purchased products division.」

    In addition to the previous focus on changes in shipments in the energy and general products divisions and other divisions, the current interim consolidated period is described in terms of increased sales in the semiconductor and electronic materials divisions and decreased sales in the purchased products division.
  4. FY2025ReframedAnnual report

    「In addition, increased shipments in the energy and general products divisions resulted in net sales of ¥31.535 billion in the high-purity chemicals business, up 21.2% year on year.」

    For peripheral product fields where lower shipments had been reported through the previous fiscal year, shipments in the energy and general products divisions increased, and net sales in the high-purity chemicals business rose 21.2% year on year.
  5. FY2025-H1ReframedAnnual report

    「In the high-purity chemicals business, shipments in the core semiconductor division increased both for domestic and overseas markets. In addition, shipments of enriched boron used at nuclear-related facilities in the energy division and shipments in the general products division increased, resulting in net sales of ¥15.826 billion, up 27.6% year on year.」

    For peripheral product fields where lower shipments had been reported through the previous fiscal year, the explanation has changed to increased shipments in the energy division, including enriched boron, and the general products division.
  6. FY2024ReframedAnnual report

    「Demand for enriched boron for nuclear-related facilities in the energy division is growing. … Meanwhile, net sales in the high-purity chemicals business were ¥26.019 billion, down 15.3% year on year, because shipments in the industrial hydrofluoric acid and general products divisions and other divisions decreased.」

    While the disclosure indicates growing demand for enriched boron, the high-purity chemicals business posted lower sales because shipments of industrial hydrofluoric acid, general products and other products decreased.
  7. FY2024-Q3ReframedAnnual report

    「In the high-purity chemicals business, sales of enriched boron used at nuclear-related facilities increased in the energy division. However, shipments in the core semiconductor division decreased as semiconductor market conditions deteriorated, resulting in net sales of ¥20.059 billion, down 18.8% year on year.」

    While sales of enriched boron in the energy division increased, lower shipments in the core semiconductor division resulted in an 18.8% year-on-year decline in net sales in the high-purity chemicals business. The breakdown of factors by division has been reorganized from the previous presentation, which cited declines in the energy and industrial hydrofluoric acid divisions and other divisions.
  8. FY2024-Q2WorsenedAnnual report

    「In the high-purity chemicals business, selling prices in the core Semiconductor Division rose, but shipment volumes declined as semiconductor market conditions deteriorated. Shipment volumes in the Energy Division and Industrial Hydrofluoric Acid Division also declined, resulting in net sales of ¥12,405 million, down 28.1% year on year.」

    In addition to lower shipments in the semiconductor division, shipments in the energy and industrial hydrofluoric acid divisions also decreased, resulting in a 28.1% year-on-year decline in net sales in the high-purity chemicals business.
  9. FY2024-Q1WorsenedAnnual report

    「In the high-purity chemicals business, shipment volumes in the core Semiconductor Division declined as semiconductor market conditions deteriorated. Shipment volumes in the Energy Division, Industrial Hydrofluoric Acid Division and other divisions also declined, resulting in net sales of ¥6,217 million, down 27.5% year on year.」

    The explanation has changed from higher net sales due to increased sales of surface treatment and peripheral products and the pass-through of higher prices to a statement that net sales in the high-purity chemicals business declined 27.5% because shipments in the energy and industrial hydrofluoric acid divisions and other divisions decreased.
  10. FY2023WorsenedAnnual report

    「Meanwhile, net sales in the high-purity chemicals business were ¥30.707 billion, down 5.0% year on year, mainly because shipments in the energy and industrial hydrofluoric acid divisions decreased.」

    For peripheral product fields, including surface treatment and industrial hydrofluoric acid, the explanation has changed from increased sales to a statement that lower shipments in the energy and industrial hydrofluoric acid divisions were factors behind the decline in business sales.
  11. FY2021WorsenedAnnual report

    「For the current consolidated fiscal year, sales in the semiconductor and liquid-crystal division and of enriched boron (boron-10) used at nuclear-related facilities in the energy division increased. However, shipments in the surface treatment and alternative fluorocarbon divisions decreased, resulting in net sales of ¥32.893 billion, down 2.5% year on year.」

    Compared with previous disclosures indicating increased sales in the surface treatment and other divisions, the current period identifies a decrease in shipments in the surface treatment division as a factor behind the decline in company-wide net sales.
  12. FY2019-Q3RestatedAnnual report

    「During the nine-month period of the current consolidated fiscal year, shipments in the semiconductor and liquid-crystal division increased against the backdrop of a buoyant semiconductor market. In addition, the company passed on the sharp rise in anhydrous hydrofluoric acid prices to selling prices. As a result, sales in the semiconductor and liquid-crystal division, the surface treatment division and other divisions increased, and net sales were ¥28.734 billion, up 14.8% year on year.」

    The disclosure continues to state that increased sales in the surface treatment and other divisions, in addition to the semiconductor and liquid-crystal division, contributed to higher net sales.
  13. FY2019-Q2First statedAnnual report

    「Against the backdrop of a buoyant semiconductor market, shipments in the semiconductor and liquid-crystal division increased. In addition, the company passed on the sharp rise in anhydrous hydrofluoric acid prices to selling prices. As a result, sales in the semiconductor and liquid-crystal division, the surface treatment division and other divisions increased, and net sales were ¥19.458 billion, up 16.4% year on year.」

    In addition to the semiconductor and liquid-crystal division, increased sales in the surface treatment and other divisions are identified explicitly for the first time as factors contributing to higher net sales.
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 10 of its 13 moves.

1088777★123456
  1. ★This thread
  2. 1Uncertainty over the outlook due to the slowdown in emerging-market economies, yen appreciation and falling stock prices10×
  3. 2Decline in income from the insurance agency business and other sources8×
  4. 3Recording of Equity-Method Investment Losses8×
  5. 4Decline in Transport and Warehousing Handling Volumes7×
  6. 5Profit Improvement from Lower Purchase Prices for Key Raw Materials7×
  7. 6Decline in Overseas Sales in the Semiconductor and LCD Division7×

★ 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 Results presentation of 2026-05-14: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.