Komori
Revision of earnings forecasts4202Daicel CorporationMaterials and Chemicals

Notice regarding the revision of the COC resin (cyclic olefin copolymer) business plan and the postponement of the start of operations at the new plant

The company lowered its demand outlook for COC resin and revised its business plan. It decided to postpone the start of operations at the second plant, currently under construction, from April 2026 to the fourth quarter of the fiscal year ending March 2027.

Worth reading
47Recurring
0–100. This measures how worthwhile something is to read, not how good or bad the company is.
Direction
Deterioration
Direction inferred from the company’s description.
Scale
-49
販売数量の前期比増減率の差(%ポイント)
Wording
Avoiding a definitive answer
How definitive the wording is.

Revised forecast

2026年3月期、2027年3月期 · Full yearPrevious forecast published 2025 年 5 月 13 日公表
Reason for the revision

欧州の環境対応包装分野における需要拡大の進展が当初想定より緩やかになったこと、建設費や人件費の高騰により新規プラントの投資額が当初計画より大幅に増加したこと。

Previous-period resultsCOC樹脂の売上高:約150億円(2025年3月期実績)
Consolidated / non-consolidatedSubsidiary standalone
Revised forecast
ItemDetails
Fiscal Period Covered2026年3月期、2027年3月期
Period CoveredFull year
Publication date of previous forecast2025 年 5 月 13 日公表
Previous-period resultsCOC樹脂の売上高:約150億円(2025年3月期実績)
Reason for the revision欧州の環境対応包装分野における需要拡大の進展が当初想定より緩やかになったこと、建設費や人件費の高騰により新規プラントの投資額が当初計画より大幅に増加したこと。
Consolidated / non-consolidatedSubsidiary standalone
Items this document does not state (7)
Net SalesOperating profitOrdinary incomeProfit attributable to owners of the parentNet income per shareDetails and amount of extraordinary lossDividend forecast revision

These are items the company does not state in this document. We do not leave them blank, nor fill them in from other sources or by inference.

The reasons the company gives

The company's own explanation, not something inferred from the numbers.

欧州の環境対応包装分野で需要拡大の進展が当初想定より緩やかになったことに加え、建設費や人件費の高騰により新規プラントの投資額が当初計画より大幅に増加したため。これによりCOC樹脂の収益性が大幅に悪化する可能性があるとしている。

How to read this page

This is not the documentKomori reads the disclosure the company filed and writes this summary. Figures are as stated by the company and are not audited.
Weight is not a verdictIt measures how much this changes what the company had already told the market. It is not a view on the shares.
Corrections happenIf the company reissues this disclosure, the page is rebuilt from the corrected version and the revision number moves up.
Notice regarding the revision of the COC resin (cyclic olefin copolymer) business plan and the postponement of the start of operations at the new plant | Daicel Corporation (4202) timely disclosure | Komori