Komori
Hodogaya Chemical (4112) · RiskRestated

Risk of market share decline due to price competition, changes in market needs, and new entrants

First written in FY2019. 3 of 5 entries say "Restated". Latest entry: 2026-08-06.

5entries
8years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019 – FY2020-Q3MaterialisedFY2020RestatedFY2022 – 2026-08-062019: 120192020: 220202021: 020212022: 120222023: 020232024: 020242025: 020252026: 12026
Same theme, other companies
Intensifying competition from competitors and new entrantsA theme 598 companies write about · 623 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2026: 30 of 91 companies on the "Worse" side.

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Showing 14 of the 192 companies compared. The sentences above are computed from all 192.Comparing 200 of the theme's 623 threads.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-06RestatedFinancial Results Briefing Materials

    「The organic EL materials business recorded a substantial increase in revenue. Although the impact of competition for market share among display manufacturers and other factors continued, shipments for new smartphone models increased.」

    The continuing impact of competition for market share among display manufacturers was noted.
  2. FY2022RestatedAnnual report

    「In the business areas in which the Group operates, it may face a highly competitive environment because of intensified price competition with competitors, changes in market and customer needs, and new entrants.」

    The risks of declining market share and profits due to price competition, changes in market and customer needs, and new entrants continue to be disclosed.
  3. FY2020MaterialisedAnnual report

    「Although demand has remained firm, price competition has intensified, and we will continue working to secure both market share and profitability.」

    Intensified price competition is specifically described as the current situation in the pharmaceutical intermediates business, indicating that the existing risks of price competition and declining market share have materialized.
  4. FY2020-Q3RestatedAnnual report

    「No new business or other risks arose during the cumulative third quarter of the current consolidated fiscal year. There were also no material changes to the business or other risks described in the annual securities report for the previous fiscal year.」

    It is explicitly stated that there have been no material changes to the risk of a decline in market share due to price competition, changes in market needs and new entrants.
  5. FY2019First statedAnnual report

    「The Group may face a highly competitive environment because of intensified price competition with competitors, changes in market and customer needs, and new entrants. This may result in a decline in market share or profits, potentially affecting the Group's operating results and financial position.」

    Price competition, changes in customer needs, and declines in market share and profits caused by new entrants are identified as business risks.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

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: "Restated".
News
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