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Hodogaya Chemical (4112) · FactWorsened

Flat trend in materials for tire applications

First written in FY2018-Q1. 6 of 15 entries say "Restated". Latest entry: FY2023-Q3.

15entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q1 – FY2019-Q3AdvancedFY2019SoftenedFY2021-Q22017: 220172018: 320182019: 220192020: 220202021: 220212022: 320222023: 1
Same theme, other companies
Customer production adjustments due to semiconductor shortagesA theme 130 companies write about · 129 as a headwind · 2 as a tailwind

Hodogaya Chemical moved to the "Worse" side of this theme in 2023, 2 years after the typical company in this theme (2021).

The whole theme swung hardest in 2025: 11 of 36 companies on the "Worse" side.

11 other companies' 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.
Showing 14 of the 130 companies compared. The sentences above are computed from all 130.
Full recordFilings, disclosures and news, newest first
  1. FY2023-Q3WorsenedAnnual report

    「Demand for tire adhesives declined as automobile production was cut in response to the prolonged semiconductor shortage and other factors」

    Materials for tire applications changed from higher revenue due to recovering demand in the previous fiscal year to lower demand caused by reduced automobile production resulting from the prolonged semiconductor shortage.
  2. FY2023-Q1WorsenedAnnual report

    「Tire adhesives posted a substantial decline in revenue due to lower demand resulting from lockdowns in China and other factors, as well as lower sales of urethane raw materials.」

    Materials for tire applications changed from the substantial increase in revenue in the previous fiscal year driven by recovering demand to a substantial decline in revenue accompanied by lower demand due to lockdowns in China and other factors.
  3. FY2022RestatedAnnual report

    「Tire adhesives posted a substantial increase in revenue as demand recovered from the COVID-19 pandemic and other factors.」

    The substantial increase in revenue from recovering demand for materials for tire applications has continued.
  4. FY2022-Q3RestatedAnnual report

    「Tire adhesives posted a substantial increase in revenue as demand recovered from the COVID-19 pandemic and other factors.」

    The substantial increase in revenue from recovering demand for materials for tire applications has continued.
  5. FY2022-Q2AdvancedAnnual report

    「The Resin Materials business posted a substantial increase in revenue, as prices for urethane raw materials were raised in response to soaring raw material costs, while demand for tire adhesives recovered from the COVID-19 pandemic and other factors supported sales.」

    Tire-related products progressed from the previous description of lower revenue and a recovery in progress to a substantial increase in revenue driven by recovering demand.
  6. FY2022-Q1AdvancedAnnual report

    「The Resin Materials business posted a substantial increase in revenue, as prices for urethane raw materials were raised in response to soaring raw material costs, while demand for tire adhesives recovered from the COVID-19 pandemic and other factors supported sales.」

    Materials for tire applications progressed from previously flat or steady performance to a substantial increase in revenue driven by recovering demand.
  7. FY2021-Q2SoftenedAnnual report

    「Urethane raw materials and tire adhesives posted a substantial decline in revenue due to lower demand for textile and automotive applications, reflecting the US-China trade friction and the impact of COVID-19, although automotive demand has recently been gradually recovering.」

    Although automotive demand related to tire applications remains in a state of substantial revenue decline, it has been explained that demand is gradually recovering recently.
  8. FY2021-Q1WorsenedAnnual report

    「Urethane raw materials and materials for tire applications posted a substantial decline in revenue, affected by the US-China trade friction, production stoppages at automakers due to the COVID-19 pandemic, and other factors.」

    The description of materials for tire applications has changed from steady demand and higher revenue to a substantial decline in revenue due to production stoppages at automakers and other factors.
  9. FY2019AdvancedAnnual report

    「Meanwhile, the Resin Materials business posted higher revenue as demand for urethane raw materials and materials for tire applications increased.」

    For materials for tire applications, the description has progressed from steady performance through the third quarter to increased demand and higher revenue for the full fiscal year.
  10. FY2019-Q3RestatedAnnual report

    「The Resin Materials business remained in line with the same period of the previous year, as materials for urethane raw materials and tire applications performed steadily.」

    The explanation that materials for tire applications are performing steadily has continued.
  11. FY2019-Q2RestatedAnnual report

    「The Resin Materials business remained in line with the same period of the previous year, as materials for urethane raw materials and tire applications performed steadily.」

    The explanation that materials for tire applications are performing steadily has continued.
  12. FY2019-Q1RestatedAnnual report

    「The Resin Materials business remained in line with the same period of the previous year, as materials for urethane raw materials and tire applications performed steadily.」

    The explanation that materials for tire applications are performing steadily has continued.
  13. FY2018-Q3Improvement from in line with the same period of the previous year to steadyAnnual report

    「The resin materials business reported a substantial increase in revenue, owing to firm sales of materials for tire applications and strong domestic and overseas demand for urethane raw materials.」

    The description of materials for tire applications has changed from previously being in line with the same period of the previous year to performing steadily.
  14. FY2018-Q2RestatedAnnual report

    「Materials for tire applications remained in line with the same period of the previous year.」

    It continues to be stated that materials for tire applications remained in line with the same period of the previous year.
  15. FY2018-Q1First statedAnnual report

    「Materials for tire applications also remained in line with the same period of the previous year.」

    It is stated as a business trend that materials for tire applications remained in line with the same period of the previous year.
Moved together

"Resilient demand for urethane raw materials in Japan and overseas" moved the same way as this thread, in the same document, in 7 of its 15 moves.

775444★123456
  1. ★This thread
  2. 1Resilient demand for urethane raw materials in Japan and overseas7×
  3. 2Revenue growth in the Functional Resins segment7×
  4. 3Growing demand for hydrogen peroxide for industrial chemicals and veterinary drugs5×
  5. 4Pressure on existing businesses from weak demand and intensifying competition4×
  6. 5Addition of the Logistics-Related Segment and Winning New Projects4×
  7. 6Return to operating profitability despite lower revenue4×

★ 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
News
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