Komori
Taoka Chemical (4113) · RiskRestatedLatest Earnings (2026-10-29): "Reframed"

Selling price reductions following lower raw material prices

First written in FY2017-Q1. 18 of 33 entries say "Restated". Latest entry: 2026-10-29.

33entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2017-Q2 – FY2018-Q3RestatedFY2024-Q3 – FY2026-H12016: 220162017: 320172018: 420182019: 320192020: 320202021: 420212022: 420222023: 420232024: 320242025: 120252026: 22026
Same theme, other companies
Decline in Selling Prices Due to Sluggish Demand for Commodity Products and Falling Resource PricesA theme 6 companies write about · 6 as a headwind · 0 as a tailwind

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

1 other company's latest entry also says "Reframed".

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. FY2026-H1RestatedAnnual report

    「During the current interim consolidated fiscal period, there were no significant changes in the occurrence of major risks that management recognizes could materially affect the financial position, operating results or cash flows of the consolidated companies, among the matters relating to the business, accounting situation and other matters described in this interim report, nor in the significant risks described under "Business and Other Risks" in the annual securities report for the previous fiscal year.」

    No specific significant changes during the current interim period were described regarding the impact of raw material price fluctuations on selling prices.
  2. FY2025-H1RestatedAnnual report

    「During the current interim consolidated fiscal period, there were no significant changes in the occurrence of major risks that management recognizes could materially affect the financial position, operating results or cash flows of the consolidated companies, among the matters relating to the business, accounting situation and other matters described in this interim report, nor in the significant risks described under "Business and Other Risks" in the annual securities report for the previous fiscal year.」

    No significant changes were indicated in raw material price fluctuations and their impact on selling prices.
  3. FY2024RestatedAnnual report

    「Due to lower shipment volumes of processing resins and lower varnish selling prices resulting from lower raw material prices, sales declined by ¥537 million from the previous consolidated fiscal year to ¥11.865 billion.」

    Lower varnish selling prices resulting from lower raw material prices continued to be a factor behind lower revenue in the Resin Additives Division.
  4. FY2024-Q3RestatedAnnual report

    「Due to lower shipment volumes of plasticizers, as well as lower selling prices and shipment volumes for varnishes resulting from lower raw material prices, sales declined by ¥726 million year on year to ¥8.729 billion.」

    Lower varnish selling prices resulting from lower raw material prices continued, and combined with lower shipment volumes of plasticizers and varnishes, became a factor behind lower revenue in the Resin Additives Division.
  5. FY2024-Q2MaterialisedAnnual report

    「Due to lower shipment volumes of plasticizers and lower selling prices for varnishes resulting from lower raw material prices, sales declined by ¥396 million year on year to ¥5.585 billion.」

    Lower selling prices for varnishes resulting from lower raw material prices became an actual factor behind the revenue decline in the cumulative second quarter.
  6. FY2024-Q1RestatedAnnual report

    「During the three-month period ended 30 June, there were no new risks that management recognizes as having the potential to materially affect the financial position, operating results or cash flows of the consolidated companies, and no material changes to the business risks described in the annual securities report for the previous fiscal year.」

    It is stated that there were no significant changes during the quarter in raw material price fluctuations and their impact on selling prices.
  7. FY2023MaterialisedAnnual report

    「Operating profit for the current consolidated fiscal year included an approximately ¥3.350 billion increase due to higher selling prices, but also an approximately ¥3.0 billion decline due to higher raw material prices and other costs, an approximately ¥1.8 billion decline due to volume differences, and an approximately ¥800 million decline due to higher fixed costs,」

    Higher raw material prices and other costs became an actual approximately ¥3.0 billion factor reducing profit. At the same time, an approximately ¥3.350 billion increase in profit due to higher selling prices was also reported.
  8. FY2023-Q3MitigatedAnnual report

    「Although shipment volumes of plasticizers declined, the start of varnish sales in China and higher selling prices resulting from soaring raw material prices led to sales of ¥9.456 billion, an increase of ¥2.101 billion from the same quarter of the previous year.」

    Higher selling prices resulting from soaring raw material prices remained a factor behind higher revenue, a situation that differed from the previous revenue declines caused by selling price reductions resulting from lower raw material prices.
  9. FY2023-Q2RestatedAnnual report

    「Although shipment volumes of plasticizers and varnishes declined, higher selling prices resulting from soaring raw material prices led to sales of ¥5.981 billion, an increase of ¥1.376 billion from the same quarter of the previous year.」

    Although shipment volumes declined, higher selling prices resulting from soaring raw material prices became a factor behind higher revenue, and the impact of price pass-through continued.
  10. FY2023-Q1MitigatedAnnual report

    「Although shipment volumes of plasticizers and processing resins declined, shipment volumes of varnishes increased, partly due to the start of sales in China. In addition, higher selling prices for plasticizers and varnishes resulting from soaring raw material prices led to sales of ¥2.971 billion, an increase of ¥684 million from the same quarter of the previous year.」

    Selling prices for plasticizers and varnishes were increased in response to soaring raw material prices, becoming a factor behind higher revenue, unlike the previous impact of lower selling prices caused by raw material price fluctuations.
  11. FY2022MaterialisedAnnual report

    「¥2.5 billion decline in profit due to higher variable costs, including raw material costs」

    Higher raw material prices and other costs became an actual ¥2.5 billion factor reducing profit through higher variable costs. At the same time, a ¥1.2 billion increase in profit due to higher selling prices was also reported.
  12. FY2022-Q3MitigatedAnnual report

    「In addition to higher shipment volumes resulting from recovering demand, the pass-through of soaring raw material prices into product prices gained traction. As a result, sales increased by ¥466 million year on year to ¥3.563 billion.」

    The pass-through of soaring raw material prices into product prices gained traction, becoming a factor behind higher plasticizer revenue, unlike the previous risk of lower selling prices linked to raw material prices.
  13. FY2022-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no material changes in the occurrence of major risks that management recognizes could materially affect the financial position, operating performance or cash flows of the consolidated companies, among the matters concerning the business and accounting conditions described in the quarterly report, or in the business and other risks described in the annual securities report for the previous fiscal year.」

    No significant changes were indicated during the quarter in the impact of raw material price fluctuations on selling prices.
  14. FY2022-Q1MitigatedAnnual report

    「In addition to steady shipments, product prices were revised to reflect soaring raw material costs. As a result, sales increased by ¥127 million year on year to ¥1.116 billion.」

    Product prices were revised to reflect higher raw material prices, becoming a factor behind higher plasticizer revenue, unlike the previous revenue declines caused by lower selling prices linked to raw material prices.
  15. FY2021MaterialisedAnnual report

    「Market conditions included a ¥510 million decline in profit due to lower selling prices, while lower variable costs resulting from the decline in crude oil prices increased profit by ¥800 million.」

    Although lower selling prices resulting from the decline in crude oil prices and other factors became an actual ¥510 million factor reducing profit, lower variable costs also increased profit.
  16. FY2021-Q3RestatedAnnual report

    「Demand for plasticizers has been recovering in the second half, but shipment volumes in the first half declined due to the impact of the spread of COVID-19, in addition to lower selling prices linked to raw material prices. As a result, sales declined by ¥463 million year on year to ¥3.097 billion.」

    Although demand was shown to be recovering in the second half, plasticizers recorded a cumulative revenue decline due to lower selling prices linked to raw material prices and lower shipment volumes in the first half.
  17. FY2021-Q2RestatedAnnual report

    「Plasticizer shipment volumes declined due to the impact of the spread of COVID-19, in addition to lower selling prices linked to raw material prices. As a result, sales declined by ¥450 million year on year to ¥1.917 billion.」

    Continued declines in selling prices linked to raw material prices, together with lower shipment volumes due to the spread of COVID-19, resulted in lower plasticizer revenue.
  18. FY2020RestatedAnnual report

    「Although shipment volumes for plasticizers increased, sales declined by ¥100 million, or 2.1%, year on year to ¥4.661 billion due to lower selling prices linked to raw material prices.」

    The increase in plasticizer volumes was offset by lower selling prices linked to raw material prices, which remained a factor behind the full-year revenue decline.
  19. FY2020-Q3RestatedAnnual report

    「Although shipments of plasticizers remained firm, sales were ¥3.560 billion, broadly unchanged from the same quarter of the previous year, due to lower selling prices linked to raw material prices.」

    Although shipments of plasticizers remained firm, lower selling prices linked to raw material prices continued to suppress sales.
  20. FY2020-Q2MaterialisedAnnual report

    「In addition to higher repair and depreciation expenses, due to the application of the lower-of-cost-or-market method to inventories resulting from lower raw material prices,」

    The decline in raw material prices continued to emerge as an actual factor reducing profit through the application of the lower-of-cost-or-market method to inventories during the cumulative second quarter of the current fiscal year.
  21. FY2020-Q1MaterialisedAnnual report

    「Due to the impact of fewer operating days and higher repair expenses resulting from renewal work on aging facilities and other projects carried out during the extended holiday period, as well as the application of the lower-of-cost-or-market method to inventories due to lower raw material prices,」

    The decline in raw material prices actually emerged as a factor reducing profit through the application of the lower-of-cost-or-market method to inventories. The impact of lower raw material prices, distinct from the previous selling price reductions, was described.
  22. FY2019-Q3RestatedAnnual report

    「As selling prices for plasticizers were revised in line with higher raw material prices, sales increased by ¥215 million year on year to ¥3.583 billion.」

    Selling price revisions in response to raw material price movements continued and were a factor behind the revenue increase in the quarter.
  23. FY2019-Q2MitigatedAnnual report

    「Selling prices for plasticizers were revised in line with higher raw material prices, resulting in sales of ¥2.318 billion, an increase of ¥121 million from the same quarter of the previous year.」

    During the period, selling prices were revised in response to higher raw material prices, producing a different result from the previous revenue declines caused by selling price reductions linked to raw material price fluctuations.
  24. FY2019-Q1RestatedAnnual report

    「During the first quarter of the current consolidated fiscal year, there were no occurrences of matters that could have a material impact on investors' decisions among the matters concerning the business and accounting conditions described in the quarterly securities report, nor were there any material changes to the section on "Business and Other Risks" in the securities report for the previous fiscal year.」

    It is stated that there were no significant changes in the impact of raw material price fluctuations on selling prices.
  25. FY2018ReframedAnnual report

    「If fluctuations in the prices of purchased raw materials cannot be passed through to product prices in a timely manner, they may affect the operating results and financial position of the Group.」

    The previous description of actual selling price reductions for plasticizers resulting from lower raw material prices has been recast as the broader risk of fluctuations in raw material prices and the inability to pass them through to product prices.
  26. FY2018-Q3RestatedAnnual report

    「During the nine-month period ended 31 December, there were no occurrences of matters that could have a material impact on investors' decisions among the matters concerning the business and accounting conditions described in the quarterly securities report, nor were there any material changes to the section on "Business and Other Risks" in the securities report for the previous fiscal year.」

    It is stated that there were no significant changes in the risk of selling price reductions resulting from lower raw material prices.
  27. FY2018-Q2RestatedAnnual report

    「During the cumulative second quarter of the current consolidated fiscal year, there were no significant changes in matters relating to the business or accounting situation described in this quarterly report that could materially affect investors' decisions, nor in the significant risks described under "Business and Other Risks" in the annual securities report for the previous fiscal year.」

    It is stated that there were no significant changes in the risk of selling price reductions resulting from lower raw material prices.
  28. FY2017RestatedAnnual report

    「Although shipment volumes for plasticizers increased, sales declined by ¥125 million, or 2.7%, year on year to ¥4.603 billion due to selling price reductions resulting from lower raw material prices.」

    Although shipment volumes for plasticizers increased, selling price reductions due to lower raw material prices remained a factor behind the full-year revenue decline.
  29. FY2017-Q3RestatedAnnual report

    「Although shipment volumes for plasticizers increased, sales declined by ¥139 million year on year to ¥3.405 billion due to selling price reductions resulting from lower raw material prices.」

    Although shipment volumes for plasticizers increased, sales declined as selling price reductions due to lower raw material prices continued.
  30. FY2017-Q2RestatedAnnual report

    「Although shipment volumes of plasticizers increased, selling prices were reduced in response to lower raw material prices. As a result, revenue was ¥2,240 million, down ¥28 million from the same quarter of the previous year.」

    Although shipment volumes for plasticizers increased, sales declined as selling price reductions due to lower raw material prices continued.
  31. FY2017-Q1MaterialisedAnnual report

    「Although shipment volumes of plasticizers increased, selling prices were reduced in response to lower raw material prices. As a result, revenue was ¥1,081 million, down ¥21 million from the same quarter of the previous year.」

    Although shipment volumes of plasticizers increased, lower selling prices in response to lower raw material prices resulted in lower revenue.
Moved together

"Decline in shipment volumes of resin raw materials and electronic materials" moved the same way as this thread, in the same document, in 7 of its 33 moves.

763222★123456
  1. ★This thread
  2. 1Decline in shipment volumes of resin raw materials and electronic materials7×
  3. 2Impact of Foreign Exchange Movements on Profit and Loss6×
  4. 3Dividends paid to shareholders3×
  5. 4Four-division structure centered on the chemical industry segment2×
  6. 5Expanding production capacity and establishing a supply system for core products, and acquiring new contract-manufacturing projects2×
  7. 6Risk of declining demand due to dependence on specific customers2×

★ 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
No upcoming earnings preview for Taoka Chemical yet. It last moved in the Earnings of 2026-10-29: "Reframed".
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