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Hodogaya Chemical (4112) · FactMitigatedLatest Financial Results Briefing Materials (2026-08-06): "Advanced"

Expansion of OLED materials in the display sector

First written in FY2017-Q1. 10 of 32 entries say "Restated". Latest entry: 2026-08-06.

32entries
11years
4from disclosures
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ProgressHeldSoftenedWorse2016: 220162017: 320172018: 320182019: 420192020: 220202021: 220212022: 420222023: 320232024: 220242025: 220252026: 52026
Same theme, other companies
Expanding display applications for OLED materialsA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

2 other companies' latest entry also says "Advanced".

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
  2. FY2026MitigatedAnnual report

    「Demand for materials used in PCR diagnostic kits and health functional foods in the BIO materials business, in addition to demand for smartphones, remained firm, leaving revenue for the OLED materials business at the same level as the previous fiscal year.」

    The impact weakened from a substantial decline in revenue in the previous interim period to results in line with the previous fiscal year for the full fiscal year, supported by demand for smartphones, BIO materials other than OLED materials, and health functional foods.
  4. FY2026-H1WorsenedAnnual report

    「Demand for the OLED materials business was concentrated in smartphones and tablet devices in the same period of the previous year, resulting in a substantial year-on-year decline in revenue.」

    The business shifted from a substantial increase in revenue driven by growth in demand for smartphones and tablets in the previous fiscal year to a substantial decline in revenue due to the reversal of the concentration of demand in the same period of the previous year.
  5. FY2025AdvancedAnnual report

    「Although some decline in smartphone demand was seen in the third quarter, demand including that for tablet devices through the first half grew, resulting in a substantial year-on-year increase in revenue for the OLED materials business.」

    Although demand for smartphones declined in some areas, growth in demand including tablet devices resulted in a substantial increase in revenue for the full fiscal year.
  6. FY2025-H1AdvancedAnnual report

    「The OLED materials business reported a substantial increase in revenue as demand grew not only for smartphones but also for tablet devices.」

    In addition to smartphones, demand for tablet devices grew, resulting in a substantial increase in revenue for the OLED materials business.
  7. FY2024-Q3RestatedAnnual report

    「Demand for materials used in PCR diagnostic kits supplied by a subsidiary remained weak, but increased demand for OLED materials, mainly in the smartphone display sector, together with the positive effect of foreign exchange movements on revenue, resulted in a substantial increase in revenue for the OLED materials business as a whole.」

    While demand for materials used in PCR diagnostic kits remained weak, increased demand for OLED materials used in smartphones and foreign exchange movements have sustained a substantial increase in revenue for the business as a whole.
  8. FY2024-Q2RestatedAnnual report

    「Although demand for materials used in PCR diagnostic kits supplied by a subsidiary declined substantially in the post-COVID period, demand for OLED materials, mainly for smartphones, continued to increase, resulting in a substantial increase in revenue for the OLED materials business as a whole.」

    While the decline in demand for materials used in PCR diagnostic kits continued, increased demand for OLED materials, mainly for smartphones, has sustained a substantial increase in revenue for the business as a whole.
  9. FY2024-Q1AdvancedAnnual report

    「Although demand for materials used in PCR diagnostic kits supplied by a subsidiary declined substantially in the post-COVID period, demand for OLED materials, mainly for smartphones, continued to increase, resulting in a substantial increase in revenue for the OLED materials business as a whole.」

    While the decline in demand for materials used in PCR diagnostic kits continued, increased demand for OLED materials used in smartphones advanced the business as a whole from results in line with the same period of the previous year to a substantial increase in revenue.
  10. FY2023-Q3SoftenedAnnual report

    「Demand related to COVID-19 in the previous year for materials used in PCR diagnostic kits supplied by a subsidiary declined substantially, but demand for OLED panels in the smartphone display sector continued to increase, leaving revenue for the OLED materials business as a whole at the same level as the previous year.」

    While the substantial decline in demand for materials used in PCR diagnostic kits continued, increased demand for OLED panels used in smartphones made the overall performance appear less weak, shifting from lower revenue in the previous quarter to results in line with the same period of the previous year.
  11. FY2023-Q2WorsenedAnnual report

    「Demand for OLED panels in the smartphone display sector continued to increase, but demand for materials used in PCR diagnostic kits supplied by a subsidiary declined substantially from the previous year's demand related to COVID-19, resulting in lower revenue for the OLED materials business as a whole.」

    While demand for OLED panels used in smartphones continued to increase, the substantial decline in demand for materials used in PCR diagnostic kits changed the business as a whole from revenue in line with the same period of the previous year in the first quarter to lower revenue.
  12. FY2023-Q1ReframedAnnual report

    「Demand for materials used in PCR diagnostic kits supplied by a subsidiary declined, but demand for OLED panels in the smartphone display sector continued to increase, leaving revenue for the OLED materials business as a whole at the same level as the previous year.」

    While demand for OLED panels used in smartphones continued to increase, declining demand for materials used in PCR diagnostic kits changed the overall picture, leaving the OLED materials business as a whole at the same level as the previous year.
  13. FY2022RestatedAnnual report

    「In addition to continued growth in demand for OLED panels in the smartphone display sector, sales during the current consolidated fiscal year of materials for PCR diagnostic kits supplied by a subsidiary have continued steadily after the special demand in the first quarter of the previous fiscal year subsided, resulting in a substantial increase in revenue for the OLED materials business as a whole.」

    The substantial increase in revenue for the business as a whole was confirmed for the full fiscal year, supported by increased demand for OLED materials used in smartphones and steady sales of materials for PCR diagnostic kits.
  14. FY2022-Q3RestatedAnnual report

    「In addition to continued growth in demand for OLED panels in the smartphone display sector, sales of materials for PCR diagnostic kits supplied by a subsidiary have continued steadily after the special demand in the first quarter of the previous fiscal year subsided, resulting in a substantial increase in revenue for the OLED materials business as a whole.」

    The substantial increase in revenue for the business as a whole has continued, supported by increased demand for OLED panels used in smartphones and steady sales of materials for PCR diagnostic kits.
  15. FY2022-Q2AdvancedAnnual report

    「Special demand for materials used in PCR diagnostic kits supplied by a subsidiary subsided after the first quarter of the previous fiscal year, but sales have continued steadily. In addition, demand for OLED panels in the smartphone display sector continued to increase, resulting in a substantial increase in revenue for the OLED materials business as a whole.」

    Sales of materials for PCR diagnostic kits remained steady after the special demand subsided, and increased demand for OLED panels used in smartphones contributed to a substantial increase in revenue for the business as a whole.
  16. FY2022-Q1ReframedAnnual report

    「Demand for the OLED materials business continued to increase in the smartphone display sector, partly because the shift from LCD to OLED accelerated. However, materials for PCR diagnostic kits developed by a subsidiary for new OLED materials applications saw a lull after the special demand generated by the COVID-19 pandemic in the previous fiscal year, resulting in a substantial decline in revenue for the OLED materials business as a whole.」

    While demand for OLED in smartphones continued to increase, the lull in special demand for materials used in PCR diagnostic kits resulted in a substantial decline in revenue for the OLED materials business as a whole, showing the differing trends by application.
  17. FY2021-Q1AdvancedAnnual report

    「Meanwhile, in the smartphone display sector, the OLED materials business saw increased demand as the shift from LCD to OLED progressed.」

    The shift from LCD to OLED progressed in smartphone displays, indicating increased demand for OLED materials.
  18. FY2020-Q3RestatedAnnual report

    「The OLED materials business saw firm demand in the display sector and reported a substantial increase in revenue.」

    Firm demand in the display sector and a substantial increase in revenue were reported for the second consecutive quarter.
  19. FY2020-Q2RestatedAnnual report

    「Meanwhile, the OLED materials business saw firm demand in the display sector, with results in line with the same period of the previous year.」

    The company explains that demand for OLED materials in the display sector remained firm for the second consecutive quarter, with results in line with the same period of the previous year.
  20. FY2020-Q1Improved from declining demand to firm demand and results in line with the previous yearAnnual report

    「The OLED materials business saw firm demand in the display sector and results were in line with the same period of the previous year.」

    The explanation changed from declining demand and lower revenue in the display sector in the previous fiscal year to firm demand and results in line with the same period of the previous year.
  21. FY2019Demand turns upwardAnnual report

    「The OLED materials business reported higher revenue as demand in the display sector increased.」

    The business shifted from lower revenue through the third quarter due to declining demand to higher full-year revenue driven by increased demand in the display sector.
  22. FY2019-Q3SoftenedAnnual report

    「The OLED materials business posted a revenue decline due to decreasing demand in the display sector and intensifying competition.」

    Demand is still decreasing and competition is intensifying, but the description has changed from a "significant revenue decline" in the previous quarter to a "revenue decline" this time.
  23. FY2019-Q2WorsenedAnnual report

    「The OLED materials business posted a significant decline in revenue due to decreasing demand in the display sector and intensifying competition.」

    In addition to decreasing demand in the display sector, intensifying competition is explicitly identified as a factor, and the significant revenue decline has continued.
  24. FY2019-Q1WorsenedAnnual report

    「The OLED materials business posted a significant decline in revenue due to decreasing demand in the display sector.」

    The situation deteriorated from the previous expansion of demand and revenue growth in the display sector to a significant revenue decline caused by decreasing demand.
  25. FY2018-Q3RestatedAnnual report

    「The OLED materials business posted a significant increase in revenue due to expanding demand in the display sector.」

    The OLED materials business's significant increase in revenue driven by expanding demand in the display sector has continued.
  26. FY2018-Q2RestatedAnnual report

    「The OLED materials business posted a significant increase in revenue due to expanding demand in the display sector.」

    The significant increase in revenue in the OLED materials business driven by expanding demand in the display sector continues to be reported.
  27. FY2018-Q1AdvancedAnnual report

    「The OLED materials business posted a significant increase in revenue due to expanding demand in the display sector.」

    The business progressed from the previous expansion of applications and moves toward new adoptions to a significant increase in revenue driven by expanding demand in the display sector.
  28. FY2017-Q3RestatedAnnual report

    「The OLED materials business has new adoptions expected in the display sector and is steadily expanding its applications, but revenue declined in the near term due to intensifying competition.」

    While new adoptions and expansion of applications in the display sector are noted, intensifying competition and a revenue decline continue to be reported.
  29. FY2017-Q2RestatedAnnual report

    「The OLED materials business is steadily expanding its applications in the display sector, with new adoptions also expected, but competition is intensifying at the same time, resulting in a revenue decline.」

    While expansion of OLED materials applications and moves toward new adoptions are noted, intensifying competition and a revenue decline are also reported.
  30. FY2017-Q1.Annual report

    「The OLED materials business continued to expand steadily in the display sector, but competition also intensified, resulting in lower revenue.」

    Expansion in the display sector and intensifying competition are presented together.
Moved together

"Significant revenue growth in the Functional Colorants segment" moved the same way as this thread, in the same document, in 15 of its 32 moves.

151412111110★123456
  1. ★This thread
  2. 1Significant revenue growth in the Functional Colorants segment15×
  3. 2Return to operating profitability despite lower revenue14×
  4. 3Increase in Cash Flow from Operating Activities12×
  5. 4Revenue growth in the Functional Resins segment11×
  6. 5Revenue growth in the Agro-Science segment11×
  7. 6Growing demand for herbicides for home gardening, railways and agricultural land10×

★ 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 Financial Results Briefing Materials of 2026-08-06: "Advanced".
News
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