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Ube (4208) · RiskRestatedLatest Earnings (2026-08-07): "Mitigated"

Intensifying Competition as the Battery Materials Market Expands

First written in FY2018-Q2. 8 of 19 entries say "Restated". Latest entry: 2026-08-07.

19entries
10years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2018-Q2 – FY2018WorsenedFY2020-Q1 – FY2021-Q1RestatedFY2022-Q2 – FY2024-Q3MitigatedFY2024 – FY2025-H12017: 12018: 220182019: 120192020: 320202021: 420212022: 020222023: 220232024: 320242025: 120252026: 22026
Same theme, other companies
Intensifying competition as the battery materials market expandsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026-H1RestatedAnnual report

    「The separator business reported higher revenue as sales volumes increased, driven by higher demand for hybrid vehicles and other factors.」

    Higher demand for hybrid vehicles and increased separator sales volumes continued to be reported.
  2. FY2025-H1MitigatedAnnual report

    「The separator business reported higher revenue as sales volumes increased, driven by higher demand for hybrid vehicles and other factors.」

    Against the previous downward pressure on demand from sluggish automobile production, higher demand for hybrid vehicles and increased separator sales volumes were reported, partially mitigating the impact of the risk.
  3. FY2024MitigatedAnnual report

    「Amid the global shift toward a decarbonised society, demand for electricity storage systems is expanding as vehicles become electrified and renewable energy generation becomes more widespread. In addition, the shortage of components such as semiconductors has been resolved, and the xEV market is recovering steadily.」

    In the battery materials market, vehicle electrification, energy storage systems and the recovery of the xEV market were identified as factors improving demand conditions.
  4. FY2024-Q3Automobile production began recovering while separator revenue declinedAnnual report

    「The Separator business reported lower revenue, despite automobile production being on a gradual recovery trend, due in part to the impact of sluggish production in the first half.」

    Although automobile production was gradually recovering, weakness in the first half remained, and lower revenue from the separator business continued.
  5. FY2024-Q2RestatedAnnual report

    「The Separator business reported lower revenue due to the impact of continued sluggish automobile production and other factors.」

    Lower separator revenue due to sluggish automobile production continued, reconfirming demand-side downward pressure in the battery materials market.
  6. FY2024-Q1RestatedAnnual report

    「The Separator business reported lower revenue due to the impact of continued sluggish automobile production and other factors.」

    The continued reporting of lower separator revenue due to sluggish automobile production reconfirmed demand-side downward pressure in the battery materials market.
  7. FY2022-Q2RestatedAnnual report

    「The Battery Materials business reported lower revenue. Although separator sales volumes increased as demand from the automotive sector recovered, the impact of the electrolyte business being excluded from consolidation from the second half of the previous fiscal year was significant.」

    Separator sales volumes increased as demand for automotive applications recovered. Although the exclusion of the electrolyte business from consolidation was a factor reducing revenue, the recovery from lower sales volumes caused by intensifying competition and weaker demand was reconfirmed.
  8. FY2022-Q1MitigatedAnnual report

    「The battery materials business reported higher revenue as sales volumes increased on the recovery in demand for automotive applications.」

    While intensifying competition in the Chinese market had previously materialized as lower sales volumes, sales volumes increased in the current quarter as demand for automotive applications recovered.
  9. FY2021WorsenedAnnual report

    「Shipments declined as competition intensified in markets including China, amid weaker demand for automotive applications due to the impact of COVID-19.」

    A decline in shipments of battery materials was confirmed in the full-year results, while intensifying competition in the Chinese market coincided with weaker demand for automotive applications.
  10. FY2021-Q3RestatedAnnual report

    「The battery materials business reported lower revenue as sales volumes declined, partly due to intensifying competition in the Chinese market and weaker demand for automotive applications resulting from the impact of COVID-19.」

    Intensifying competition in the Chinese market and weaker demand for automotive applications continued to materialize as lower sales volumes and lower revenue.
  11. FY2021-Q2RestatedAnnual report

    「The battery materials business reported lower revenue as sales volumes declined, partly due to intensifying competition in the Chinese market and weaker demand for automotive applications resulting from the impact of COVID-19.」

    Intensifying competition in the Chinese market and weaker demand for automotive applications continued to materialize as lower sales volumes and lower revenue.
  12. FY2021-Q1WorsenedAnnual report

    「The battery materials business reported lower revenue as sales volumes declined, partly due to intensifying competition in the Chinese market and weaker demand for automotive applications resulting from the impact of COVID-19.」

    In addition to intensifying competition in the Chinese market, weaker demand for automotive applications caused sales volumes to move from stagnation in the previous quarter to a clear decline.
  13. FY2020-Q3WorsenedAnnual report

    「The battery materials business reported lower revenue as sales volumes declined, partly due to intensifying competition in the Chinese market and production adjustments at major customers.」

    Intensifying competition in the Chinese market and production adjustments at major customers led battery materials sales volumes to move from stagnation to a clear decline, resulting in lower revenue.
  14. FY2020-Q1MaterialisedAnnual report

    「The battery materials business reported lower revenue as sales volumes stagnated, partly due to intensifying competition in the Chinese market and production adjustments at major customers.」

    Intensifying competition in the battery materials market materialized in stagnant sales volumes and lower revenue through its impact on the Chinese market and production adjustments at major customers.
  15. FY2018RestatedAnnual report

    「Sales of lithium-ion battery materials increased amid intensifying competition, supported by expanding demand, particularly for automotive applications.」

    The coexistence of intensifying competition accompanying market expansion and expanding demand and higher sales of automotive applications was reconfirmed.
  16. FY2018-Q3RestatedAnnual report

    「The Battery Materials business reported higher revenue as sales volumes increased against a backdrop of solid demand, primarily for automotive applications, amid intensifying competition as the market expanded.」

    Although intensifying competition as the battery materials market expanded continued to be reported, demand and sales volumes for automotive applications also continued to increase.
  17. FY2018-Q2First statedAnnual report

    「The Battery Materials business reported higher revenue as sales volumes increased against a backdrop of solid demand, primarily for automotive applications, amid intensifying competition as the market expanded.」

    Intensifying competition as the battery materials market expanded was first identified as a standalone risk factor. At the same time, demand and sales volumes for automotive applications were reported to be increasing.
Moved together

"Substantial Recovery in Operating Profit" moved the same way as this thread, in the same document, in 7 of its 19 moves.

766543★123456
  1. ★This thread
  2. 1Substantial Recovery in Operating Profit7×
  3. 2Recovery in Chemicals Segment Performance6×
  4. 3Declining Demand, Oversupply and Narrowing Spreads in the Chemicals and Resins Business6×
  5. 4Weak Domestic Demand for Cement and Ready-Mixed Concrete and Impact of Natural Disasters5×
  6. 5Profitability risks in the machinery business from intensifying competition, higher raw material prices and rising construction costs4×
  7. 6Approval, commercialization and R&D risks in the active pharmaceutical ingredient and intermediate business3×

★ 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
Ube's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Earnings of 2026-08-07: "Mitigated".
News
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