Komori
Sanwayuka Industry (4125) · RiskReframed

Risk of declining market prices for major organic solvents

First written in FY2023-Q2. 4 of 9 entries say "Reframed", first in FY2023. Latest entry: 2026-11-13.

9entries
5years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2023-Q2RestatedFY2024-Q2 – FY2024-Q3ReframedFY2025 – FY20262022: 12023: 320232024: 120242025: 120252026: 32026
Same theme, other companies
Decline in selling unit prices of caustic soda, solvents, etc.A theme 2 companies write about · 2 as a headwind · 0 as a tailwind

Sanwayuka Industry moved to the "Worse" side of this theme in 2025.

0 other companies' 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. FY2026ReframedAnnual report

    「Among the recycled products handled by our group, some recycled fuels and recycled organic solvents are affected by crude oil and naphtha prices, while recycled metals are affected by market prices for precious metals and rare metals. If sales volumes change or selling prices decline because of sharp fluctuations in crude oil, naphtha, precious-metal or rare-metal prices, this could affect our group's operating results and financial position.」

    The scope has expanded from the previous description of declining market prices for major organic solvents to include precious-metal and rare-metal markets, including those relevant to A&Hジャパン's business fields, and the impact on sales volumes and selling prices of recycled products has been specified.
  2. FY2025ReframedAnnual report

    「Although demand recovered among some customers, sales volumes of fine chemicals products have remained sluggish because of lower demand resulting from production adjustments and other factors.」

    The explanation has shifted from the previous specific risk of declining market prices for major organic solvents to sluggish demand and sales volumes for fine chemicals products resulting from production adjustments.
  3. FY2024-Q3RestatedAnnual report

    「Solvent sales volumes have decreased because major raw-material items have experienced significant price declines and demand from semiconductor-related customers has fallen as a result of production adjustments.」

    The company continues to disclose declines in major raw-material prices and in demand and sales volumes resulting from production adjustments by semiconductor-related customers.
  4. FY2024-Q2RestatedAnnual report

    「While demand for battery-related products grew steadily, major raw-material items experienced significant price declines, and solvent sales volumes decreased because of lower demand resulting from production adjustments by semiconductor-related customers.」

    The company continues to disclose declines in major raw-material prices and in demand and sales volumes resulting from production adjustments by semiconductor-related customers.
  5. FY2024-Q1WorsenedAnnual report

    「While demand for battery-related products grew steadily, major raw-material items experienced significant price declines, and quantities sold to semiconductor-related customers decreased because of lower demand resulting from production adjustments since the middle of the previous year.」

    The company discloses that, in addition to the greater decline in prices for major raw materials, demand and sales volumes have decreased as semiconductor-related customers have adjusted production.
  6. FY2023ReframedAnnual report

    「In addition to significant price fluctuations in major raw-material items, semiconductor-related customers have experienced signs of a slowdown due to production adjustments since the middle of the fiscal year, while demand for battery-related products has continued to grow steadily.」

    The description has shifted from the previous specific reference to declining market prices for major organic solvents to a broader explanation covering fluctuations in major raw-material prices and production adjustments by semiconductor-related customers.
  7. FY2023-Q2First statedAnnual report

    「Demand has remained firm, but the upward trend in market prices that had continued from the previous year has leveled off, and prices for some major organic solvents have begun to decline. Future price trends therefore require close monitoring.」

    The company states that market prices for some major organic solvents have actually begun to decline and that future price trends require close monitoring.
Moved together

"Production adjustments caused by supply chain disruption and weak smartphone and PC sales" moved the same way as this thread, in the same document, in 4 of its 9 moves.

433222★123456
  1. ★This thread
  2. 1Production adjustments caused by supply chain disruption and weak smartphone and PC sales4×
  3. 2Borrowings and interest rate fluctuations3×
  4. 3Business Impact of COVID-193×
  5. 4Expansion of the chemicals business for electronic materials2×
  6. 5Declining demand for conventional parts processing and constraints on automobile production2×
  7. 6Risk of a global economic slowdown amid worldwide monetary tightening2×

★ 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
Sanwayuka Industry's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Earnings presentation of 2026-11-13: "Reframed".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.