Profit Improvement from Lower Purchase Prices for Key Raw Materials
First written in FY2017-Q2. 16 of 35 entries say "Reframed", first in FY2018-Q1. Latest entry: 2026-08-06.
Stella Chemifa moved to the "Worse" side of this theme in 2021, 3 years after the typical company in this theme (2018).
The whole theme swung hardest in 2022: 40 of 57 companies on the "Worse" side.
0 other companies' latest entry also says "Softened".
- FY2026RestatedAnnual report
「During the fiscal year, the price of anhydrous hydrofluoric acid rose from the previous fiscal year due to higher market prices in China. We work to minimise the impact of higher raw material prices, including anhydrous hydrofluoric acid, on earnings by passing the increases through to selling prices.」
The company continues to report measures to contain the impact on earnings of higher anhydrous hydrofluoric acid prices by passing the increases through to selling prices. - FY2026-H1RestatedAnnual report
「Profitability improved in tin fluoride for the Semiconductor and General Products divisions as higher raw material prices were passed through to selling prices. In addition, higher shipment volumes in the Electronic Materials division contributed, resulting in operating profit of ¥2,499 million, up 14.6% year on year.」
The company continues to improve profitability by passing higher raw material prices through to selling prices, with profit improvement reported for tin fluoride in the Semiconductor and General Products divisions. - FY2025ReframedAnnual report
「During the fiscal year, the price of anhydrous hydrofluoric acid rose from the previous fiscal year due to higher market prices in China and the impact of the yen's depreciation. We work to minimise the impact of higher raw material prices on earnings, including by passing the increases through to selling prices.」
The price of anhydrous hydrofluoric acid rose due to higher market prices in China and the yen's depreciation, while the company also describes measures to pass the increase through to selling prices. - FY2025-H1ReframedAnnual report
「Although the price of anhydrous hydrofluoric acid, the principal raw material, rose from the same period of the previous year, operating profit increased to ¥1,790 million, up 90.8% year on year, due to higher net sales.」
Although the price of anhydrous hydrofluoric acid rose year on year, operating profit in the high-purity chemicals business increased 90.8% year on year due to higher net sales. - FY2024ReframedAnnual report
「During the fiscal year, procurement prices in China for anhydrous hydrofluoric acid declined slightly, but the yen's depreciation left prices broadly at the same level as in the previous fiscal year. When raw material prices rise, we work to minimise the impact on earnings, including by passing the increase through to selling prices.」
Although procurement prices in China declined slightly, they remained broadly at the same level in yen terms due to the yen's depreciation. The explanation has been organised around containing the impact of lower net sales through price pass-through and other measures. - FY2024-Q2ReframedAnnual report
「Although the price of anhydrous hydrofluoric acid, the principal raw material, declined from the same period of the previous year, operating profit decreased to ¥938 million, down 52.1% year on year, due to lower net sales.」
Although the price of anhydrous hydrofluoric acid declined year on year, operating profit fell 52.1% year on year because the impact of lower net sales could not be absorbed. - FY2024-Q1ReframedAnnual report
「Although the price of anhydrous hydrofluoric acid, the principal raw material, remained broadly at the same level as in the same period of the previous year, operating profit decreased to ¥518 million, down 54.3% year on year, due to lower net sales.」
Although the price of anhydrous hydrofluoric acid remained broadly at the same level as in the same period of the previous year, the explanation has shifted from the impact of price increases and decreases to identifying lower net sales as the primary factor behind the decline in operating profit. - FY2023WorsenedAnnual report
「In terms of earnings, operating income was ¥3,514 million, down 23.3% year on year, as revenue declined and the price of anhydrous hydrofluoric acid, a key raw material, increased from the previous consolidated fiscal year due to supply and demand conditions in the Chinese market and the yen's depreciation.」
In addition to supply and demand conditions in the Chinese market, the yen's depreciation was cited as a factor behind the rise in anhydrous hydrofluoric acid prices, which, together with lower revenue, resulted in a 23.3% year-on-year decline in operating income. - FY2023-Q3ReframedAnnual report
「In terms of earnings, operating income was ¥3,068 million, down 12.8% year on year, as the price of anhydrous hydrofluoric acid, a key raw material, surged year on year due to supply and demand conditions in the Chinese market and the yen's depreciation.」
Amid continued surging prices for anhydrous hydrofluoric acid, the explanation changed from the previously cited earnings growth driven by increased shipments and other factors to a year-on-year decline of 12.8% in operating income. - FY2023-Q2ReframedAnnual report
「In terms of earnings, although shipments in the semiconductor business increased, operating income was ¥2,245 million, down 8.3% year on year, as the price of anhydrous hydrofluoric acid, a key raw material, surged year on year due to supply and demand conditions in the Chinese market and the yen's depreciation.」
In addition to supply and demand conditions in the Chinese market, the yen's depreciation was cited as a factor behind the rise in anhydrous hydrofluoric acid prices. Despite increased shipments, operating income declined 8.3% year on year. - FY2023-Q1ReframedAnnual report
「In terms of earnings, although shipments in the semiconductor business increased, operating income was ¥1,291 million, down 0.0% year on year, as the price of anhydrous hydrofluoric acid, a key raw material, increased year on year due to supply and demand conditions in the Chinese market and other factors.」
Although the price of anhydrous hydrofluoric acid increased year on year and shipments in the semiconductor business rose, operating income remained at the same level as in the previous year. - FY2022-Q3RestatedAnnual report
「In terms of earnings, although the price of anhydrous hydrofluoric acid, a key raw material, increased year on year due to supply and demand conditions in the Chinese market and other factors, operating income was ¥3,520 million, up 21.3% year on year, due to increased shipments in the semiconductor and LCD business and other factors.」
The explanation has continued that, although the price of anhydrous hydrofluoric acid increased year on year, operating income rose due to increased shipments in the semiconductor and LCD business and other factors. - FY2022-Q2ReframedAnnual report
「In terms of earnings, although the price of anhydrous hydrofluoric acid, a key raw material, increased year on year due to supply and demand conditions in the Chinese market and other factors, operating income was ¥2,448 million, up 37.0% year on year, ordinary income was ¥2,589 million, up 51.1%, and net income attributable to owners of the parent was ¥1,863 million, up 69.7%, due to increased shipments in the semiconductor and LCD business and other factors.」
The explanation changed to state that, although the price of anhydrous hydrofluoric acid increased year on year, earnings rose due to increased shipments in the semiconductor and LCD business and other factors. - FY2022-Q1ReframedAnnual report
「In terms of earnings, although the price of anhydrous hydrofluoric acid, a key raw material, increased year on year due to supply and demand conditions in the Chinese market and other factors, operating income was ¥1,291 million, up 46.1% year on year, ordinary income was ¥1,282 million, up 52.3%, and net income attributable to owners of the parent was ¥802 million, up 67.4%, due to increased shipments in the semiconductor and LCD business and other factors.」
The Company explained that, although the price of anhydrous hydrofluoric acid increased year on year, operating income rose due to increased shipments in the semiconductor and LCD business and other factors. - FY2021ReframedAnnual report
「In terms of earnings, in the high-purity chemicals business, the lower year-on-year price of anhydrous hydrofluoric acid, a key raw material, due to supply and demand conditions in the Chinese market and other factors, as well as increased sales of enriched boron (boron-10) used at nuclear-related facilities, contributed to higher earnings.」
While lower prices for anhydrous hydrofluoric acid continued to support earnings, increased sales of enriched boron also became a driver of higher earnings. - FY2021-Q3ReframedAnnual report
「In terms of earnings, operating income was ¥3,041 million, up 51.4% year on year, due to sales of enriched boron (boron-10) used at nuclear-related facilities, a year-on-year decline in the price of anhydrous hydrofluoric acid, a key raw material, and increased shipments by a Singapore subsidiary in the semiconductor and LCD business.」
In addition to the year-on-year decline in the price of anhydrous hydrofluoric acid, sales of enriched boron and increased shipments by the Singapore subsidiary were cited as drivers of higher operating income. - FY2021-Q2ReframedAnnual report
「In terms of earnings, operating income was ¥1,881 million, up 48.3% year on year, due to sales of enriched boron (boron-10) used at nuclear-related facilities, a year-on-year decline in the price of anhydrous hydrofluoric acid, a key raw material, and increased shipments by a Singapore subsidiary in the semiconductor and LCD business.」
While the year-on-year decline in the price of anhydrous hydrofluoric acid continued, sales of enriched boron and increased shipments by the Singapore subsidiary were also cited as drivers of higher operating income. - FY2021-Q1ReframedAnnual report
「In terms of earnings, in the high-purity chemicals business, the price of anhydrous hydrofluoric acid, a key raw material, declined year on year due to supply and demand conditions in the Chinese market and other factors, but earnings declined due to lower revenue.」
Although the year-on-year decline in the price of anhydrous hydrofluoric acid continued, the explanation changed from it being a driver of earnings improvement to earnings declining because lower revenue could not be absorbed. - FY2020RestatedAnnual report
「Although the price of anhydrous hydrofluoric acid, a key raw material, declined from the previous consolidated fiscal year due to supply and demand conditions in the Chinese market and other factors, operating income was ¥2,407 million, down 31.7% year on year, due to lower revenue.」
The Company explained that, although the year-on-year decline in the price of anhydrous hydrofluoric acid continued, the impact of lower revenue was substantial and did not result in earnings improvement. - FY2020-Q3RestatedAnnual report
「In terms of earnings, although the price of anhydrous hydrofluoric acid, a key raw material, declined year on year, operating income was ¥2,008 million, down 33.3% year on year, due to lower revenue.」
Although the year-on-year decline in the price of anhydrous hydrofluoric acid continued, operating income declined because the impact of lower revenue could not be fully absorbed. - FY2020-Q2RestatedAnnual report
「In terms of earnings, although the price of anhydrous hydrofluoric acid, a key raw material, was lower than in the same period of the previous year and partially offset the impact of lower revenue, operating income was ¥996 million, down 53.9% year on year.」
The explanation has continued that the year-on-year decline in the price of anhydrous hydrofluoric acid partially offset the impact of lower revenue. - FY2020-Q1ReframedAnnual report
「In terms of earnings, although the price of anhydrous hydrofluoric acid, a key raw material, had recently begun to rise, it was relatively stable or lower than in the same period of the previous year during the cumulative first quarter, partially offsetting the impact of lower revenue. Operating income was ¥847 million, down 10.8% year on year.」
The explanation has changed to state that, although the price of anhydrous hydrofluoric acid had recently begun to rise, it was relatively stable or lower year on year during the cumulative quarter, partially offsetting the impact of lower revenue. - FY2019-Q3RestatedAnnual report
「The price of anhydrous hydrofluoric acid, a key raw material whose price had surged from the previous fiscal year, initially declined in the current period before rising again. However, as a result of steadily passing the surge in anhydrous hydrofluoric acid prices through to selling prices, operating income was ¥2,887 million, up 26.3% year on year.」
The explanation has continued that, even as the price of anhydrous hydrofluoric acid rose again, operating income increased year on year as a result of passing the increase through to selling prices. - FY2019-Q2RestatedAnnual report
「The price of anhydrous hydrofluoric acid, a key raw material whose price had surged from the previous fiscal year, initially declined in the current period before rising again. However, as a result of steadily passing the surge in anhydrous hydrofluoric acid prices through to selling prices, operating income was ¥2,159 million, up 18.3% year on year.」
The explanation has continued that, although the price of anhydrous hydrofluoric acid rose again, operating income increased year on year as a result of passing the increase through to selling prices. - FY2019-Q1MitigatedAnnual report
「The price of anhydrous hydrofluoric acid, a key raw material whose price had surged from the previous fiscal year, initially declined in the current period before rising again. However, as a result of steadily passing the surge in anhydrous hydrofluoric acid prices through to selling prices, operating income was ¥949 million, up 6.9% year on year.」
Although the price of anhydrous hydrofluoric acid rose again, the Company explained that operating income increased year on year as a result of passing the increase through to selling prices. - FY2018-Q3WorsenedAnnual report
「Although revenue increased year on year, the price of anhydrous hydrofluoric acid, a key raw material, surged from the beginning of the period, then shifted to a declining trend in the second quarter and was expected to move toward normalisation, but surged again in the second half, becoming a major drag on earnings. Operating income was ¥2,286 million, down 33.9% year on year.」
The price of anhydrous hydrofluoric acid surged again in the second half after trending lower in the second quarter, becoming a major drag on operating income despite higher revenue. - FY2018-Q2RestatedAnnual report
「Although revenue increased year on year, operating income was ¥1,825 million, down 8.1% year on year, due to a surge in the purchase price of anhydrous hydrofluoric acid, a key raw material.」
The explanation has continued that the surge in the purchase price of anhydrous hydrofluoric acid, a key raw material, reduced operating income despite higher revenue. - FY2018-Q1ReframedAnnual report
「In terms of earnings, operating income was ¥888 million, down 7.4% year on year, due to a surge in the purchase price of anhydrous hydrofluoric acid, a key raw material.」
The explanation has changed from earnings improvement due to lower purchase prices for key raw materials to a decline in operating income due to a surge in the purchase price of anhydrous hydrofluoric acid, a key raw material. - FY2017-Q3RestatedAnnual report
「In terms of earnings, operating income was ¥3,459 million, up 343.8% year on year, due to lower purchase prices for key raw materials and increased sales in the battery business.」
The explanation that lower purchase prices for key raw materials and increased sales in the battery business were drivers of higher operating income has continued. - FY2017-Q2First statedAnnual report
「In terms of earnings, operating income was ¥1,985 million, up 429.7% year on year, due to lower purchase prices for key raw materials and increased sales in the battery business.」
Lower purchase prices for key raw materials and increased sales in the battery business were recorded in the current thread for the first time as drivers of higher operating income.