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Hodogaya Chemical (4112) · FactRestatedLatest Earnings presentation (2026-08-06): "Worsened"

Strong performance of dyes for coloring aluminum used in digital consumer electronics

First written in FY2017-Q2. 12 of 28 entries say "Restated". Latest entry: 2026-08-06.

28entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q2 – FY2019-Q12016: 12017: 320172018: 320182019: 420192020: 220202021: 320212022: 320222023: 320232024: 220242025: 120252026: 32026
Same theme, other companies
Weak demand in the Dyes and Materials businessA theme 2 companies write about · 1 as a headwind · 2 as a tailwind

Hodogaya Chemical moved to the "Worse" side of this theme in 2026.

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. FY2026RestatedAnnual report

    「The Color Materials Business recorded higher revenue due to increased demand for aluminum-coloring dyes and other products.」

    Full-year revenue growth in the Color Materials Business driven by increased demand for aluminum-coloring dyes and other products was confirmed.
  2. FY2026-H1RestatedAnnual report

    「The Color Materials Business recorded a substantial increase in revenue due to increased demand for environmentally friendly aluminum-coloring dyes and other products.」

    The substantial increase in revenue in the Color Materials Business driven by increased demand for environmentally friendly aluminum-coloring dyes and other products was confirmed.
  3. FY2025-H1ReframedAnnual report

    「Although the Natural Pigments Business recorded lower revenue due to weaker demand in the food industry, the Color Materials Business as a whole recorded a substantial increase in revenue as demand for aluminum-coloring dyes increased significantly, mainly for smartphones and other general-purpose products.」

    The explanation shifted from strong textile-dye demand and smartphone sales to a mix in which a substantial increase in demand for aluminum-coloring dyes for smartphones and other general-purpose products offset lower revenue from natural pigments for food applications.
  4. FY2024-Q3RestatedAnnual report

    「The Color Materials Business recorded a substantial increase in revenue as overseas demand for textile dyes remained firm and sales of aluminum-coloring dyes, mainly for smartphones, continued to increase.」

    The substantial increase in revenue driven by firm overseas demand for textile dyes and increased sales of aluminum-coloring dyes for smartphones has continued.
  5. FY2024-Q2ReframedAnnual report

    「The Color Materials Business recorded a substantial increase in revenue as overseas demand for textile dyes recovered and sales of aluminum-coloring dyes, mainly for smartphones, increased. Natural pigments also increased through adoption in industrial products in addition to food applications, leaving that business at the same level as in the previous corresponding period.」

    The explanation has become more specific by application, citing the recovery in overseas demand for textile dyes and increased sales of aluminum-coloring dyes for smartphones, with the adoption of natural pigments in industrial products also contributing.
  6. FY2024-Q1ReframedAnnual report

    「Although sales of aluminum-coloring dyes, mainly for smartphones, declined, the Color Materials Business remained at the same level as in the previous corresponding period as overseas demand for textile dyes recovered and natural pigments increased through adoption in industrial products in addition to food applications.」

    The mix by application shifted as the decline in sales of aluminum-coloring dyes for smartphones was offset by the recovery in overseas demand for textile dyes and the adoption of natural pigments in industrial products.
  7. FY2023-Q3RestatedAnnual report

    「Although demand for textile dyes declined, the recovery in demand for stationery dyes and continued strong sales of aluminum-coloring dyes for smartphones resulted in an increase, leaving the Color Materials Business at the same level as in the previous corresponding period.」

    The recovery in stationery dyes and strong sales of aluminum-coloring dyes for smartphones continued to offset the decline in demand for textile dyes, leaving the business overall at the same level as in the previous corresponding period.
  8. FY2023-Q1ReframedAnnual report

    「Although demand for textile dyes declined, the recovery in demand for stationery dyes and continued strong sales of aluminum-coloring dyes for smartphones resulted in an increase, leaving the Color Materials Business at the same level as in the previous corresponding period.」

    Sales of aluminum-coloring dyes for smartphones remained strong, while the recovery in stationery dyes offset the decline in demand for textile dyes, leaving the business overall at the same level as in the previous corresponding period.
  9. FY2022AdvancedAnnual report

    「The Color Materials Business recorded higher revenue as sales of aluminum-coloring dyes for smartphones remained steady and demand for stationery dyes, which had declined during the COVID-19 pandemic, recovered.」

    In addition to steady sales of aluminum-coloring dyes for smartphones, the recovery in demand for stationery dyes moved performance from the same level as in the previous quarter to full-year revenue growth.
  10. FY2022-Q3SoftenedAnnual report

    「The Color Materials Business remained at the same level as in the previous corresponding period as sales of aluminum-coloring dyes for smartphones remained steady.」

    Although sales for smartphones remained steady, overall business performance weakened from revenue growth to the same level as in the previous corresponding period.
  11. FY2022-Q2AdvancedAnnual report

    「The Color Materials Business recorded a substantial increase in revenue as sales of aluminum-coloring dyes for smartphones increased and demand for textile dyes recovered.」

    Increased sales of aluminum-coloring dyes for smartphones and the recovery in demand for textile dyes resulted in a substantial increase in revenue.
  12. FY2022-Q1ReframedAnnual report

    「Although sales of aluminum-coloring dyes for smartphones increased, demand for dyes for stationery and other applications continued to decline due to the impact of COVID-19, leaving the Color Materials Business at the same level as in the previous corresponding period.」

    Although sales of aluminum-coloring dyes for smartphones increased, continued lower demand for dyes for stationery and other applications left the business overall at the same level as in the previous corresponding period.
  13. FY2021-Q3ReframedAnnual report

    「Although sales of aluminum-coloring dyes for smartphones had increased, demand for textile dyes declined due to the impact of the COVID-19 pandemic, resulting in lower revenue for the Color Materials Business.」

    Although sales of aluminum-coloring dyes for smartphones increased, lower demand for textile dyes resulted in lower revenue for the business overall, changing the mix by application.
  14. FY2021-Q1WorsenedAnnual report

    「The Color Materials Business recorded a substantial decline in revenue as sales of aluminum-coloring dyes for smartphones stagnated and the rollout into new applications was delayed, while demand for textile dyes declined due to COVID-19.」

    In addition to sluggish sales and delays in expanding applications for aluminum-coloring dyes, lower demand for textile dyes resulted in a substantial decline in revenue.
  15. FY2020-Q3RestatedAnnual report

    「Meanwhile, although demand for aluminum-coloring dyes for digital consumer electronics declined, increased demand for textile dyes kept the Color Materials Business at the same level as in the previous corresponding period.」

    The decline in demand for dyes for digital consumer electronics was offset by increased demand for textile dyes, leaving the overall business at the same level as in the previous corresponding period.
  16. FY2020-Q2ReframedAnnual report

    「In the Color Materials Business, production of aluminum-coloring dyes for digital consumer electronics could not keep pace with demand in the first half, while demand itself declined in the second half, resulting in lower revenue. However, increased demand for textile dyes brought performance back to the same level as in the previous corresponding period.」

    The explanation has become more specific by application, citing supply shortages in the first half and weaker demand in the second half for aluminum-coloring dyes for digital consumer electronics, offset by increased demand for textile dyes.
  17. FY2020-Q1SoftenedAnnual report

    「Although demand for textile dyes increased, production of aluminum-coloring dyes for digital consumer electronics could not keep pace with demand, leaving the Color Materials Business at the same level as in the previous corresponding period.」

    Although demand for aluminum-coloring dyes for digital consumer electronics remained strong, production could not keep pace, and performance shifted from revenue growth to the same level as in the previous corresponding period.
  18. FY2019RestatedAnnual report

    「The Color Materials Business continued to perform steadily in aluminum-coloring dyes for digital consumer electronics and remained at the same level as in the previous fiscal year.」

    For the full fiscal year, the company reported steady sales of aluminum-coloring dyes for digital consumer electronics and Color Materials Business performance at the previous fiscal year’s level.
  19. FY2019-Q3RestatedAnnual report

    「The Color Materials Business continued to perform steadily in aluminum-coloring dyes for digital consumer electronics and remained at the same level as in the previous corresponding period.」

    Steady sales of aluminum-coloring dyes for digital consumer electronics have continued, while business performance has remained at the same level as in the previous corresponding period.
  20. FY2019-Q2SoftenedAnnual report

    「Meanwhile, the Color Materials Business continued to perform steadily in aluminum-coloring dyes for digital consumer electronics and remained at the same level as in the previous corresponding period.」

    Sales of aluminum-coloring dyes for digital consumer electronics remained steady, but overall business performance weakened from revenue growth to the same level as in the previous corresponding period.
  21. FY2019-Q1RestatedAnnual report

    「The Color Materials Business continued to perform well, driven by aluminum-coloring dyes for digital consumer electronics.」

    Strong sales of aluminum-coloring dyes for digital consumer electronics have continued.
  22. FY2018-Q3RestatedAnnual report

    「The Color Materials Business continued to perform well, driven by aluminum-coloring dyes for digital consumer electronics, and recorded a substantial increase in revenue.」

    Strong sales of aluminum-coloring dyes for digital consumer electronics and substantial revenue growth in the Color Materials Business have continued.
  23. FY2018-Q2RestatedAnnual report

    「The Color Materials Business continued to perform well, driven by aluminum-coloring dyes for digital consumer electronics, and recorded a substantial increase in revenue.」

    Strong sales of aluminum-coloring dyes for digital consumer electronics and the resulting substantial increase in revenue in the Color Materials Business have continued.
  24. FY2018-Q1RestatedAnnual report

    「The Color Materials Business continued to perform well, driven by aluminum-coloring dyes for digital consumer electronics, and recorded a substantial increase in revenue.」

    Strong sales of aluminum-coloring dyes for digital consumer electronics and substantial revenue growth have continued.
  25. FY2017-Q3RestatedAnnual report

    「The dyes business recorded a significant increase in revenue as dyes for coloring aluminum used in digital consumer electronics performed strongly.」

    Strong sales of aluminum-coloring dyes for digital consumer electronics and revenue growth in the Color Materials Business have continued.
  26. FY2017-Q2First statedAnnual report

    「The dyes business recorded a significant increase in revenue as dyes for coloring aluminum used in digital consumer electronics performed strongly.」

    Strong performance by dyes for coloring aluminum used in digital consumer electronics, and the resulting significant revenue increase in the dyes business, are disclosed as new business trends.
Moved together

"Return to operating profitability despite lower revenue" moved the same way as this thread, in the same document, in 10 of its 28 moves.

1088876★123456
  1. ★This thread
  2. 1Return to operating profitability despite lower revenue10×
  3. 2Addition of the Logistics-Related Segment and Winning New Projects8×
  4. 3Revenue growth in the Functional Resins segment8×
  5. 4Global Economic Uncertainty Driven by European National Elections and U.S. Protectionism8×
  6. 5Resilient demand for urethane raw materials in Japan and overseas7×
  7. 6Growing demand for herbicides for home gardening, railways and agricultural land6×

★ 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
Hodogaya Chemical's next results are scheduled for 2026-11-11. Read the earnings preview It last moved in the Earnings presentation of 2026-08-06: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.