Komori
Ube (4208) · TargetAdvanced

Recovery in Chemicals Segment Performance

First written in FY2016. 16 of 35 entries say "Worsened", first in FY2017-Q2. Latest entry: 2026-11-02.

35entries
11years
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How it moved
ProgressHeldSoftenedWorseWorsenedFY2020-Q3 – FY2021WorsenedFY2023-Q1 – FY2024-Q32016: 320162017: 320172018: 420182019: 420192020: 320202021: 420212022: 320222023: 220232024: 220242025: 220252026: 52026
Same theme, other companies
Achieving Operating Profitability in the Basic Chemicals Business Despite Revenue DeclineA theme 4 companies write about · 1 as a headwind · 4 as a tailwind

3 other companies' latest entry also says "Advanced".

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. FY2026AdvancedAnnual report

    「Overall, the Resins and Chemicals segment reported lower revenue but higher profit. Although sales of nylon polymer, caprolactam and other products remained sluggish, profit benefited from lower depreciation and amortization following the recognition of impairment losses associated with the decision to implement structural reforms for the ammonia, caprolactam and nylon polymer businesses in the previous consolidated fiscal year, the absence of biennial scheduled maintenance at the ammonia plant, and lower raw material prices in the elastomer business, among other factors.」

    Although sales remained sluggish and revenue declined, operating income improved from a loss of ¥713 million in the previous fiscal year to income of ¥8,189 million. Lower depreciation and amortization associated with the business structural reforms, the absence of scheduled maintenance, and lower raw material prices were identified as factors behind the improvement in profit.
  2. FY2026-H1AdvancedAnnual report

    「Overall, the Resins and Chemicals segment reported lower revenue but higher profit. Although sales of nylon polymer, caprolactam and other products remained sluggish, profit benefited from the absence of biennial scheduled maintenance at the ammonia plant and lower raw material prices in the elastomer business. As a result, consolidated net sales for the segment decreased by ¥19,223 million from the previous interim consolidated accounting period to ¥118,529 million, while consolidated operating income improved by ¥6,655 million to ¥4,178 million.」

    Although revenue in the Resins and Chemicals segment declined, operating income improved by ¥6,655 million year on year due to the absence of scheduled maintenance and lower raw material prices for elastomers, supporting a recovery in performance.
  3. FY2025WorsenedAnnual report

    「Overall, the Resins and Chemicals segment reported higher revenue but lower profit. The impact of biennial scheduled maintenance at the ammonia plant, weak demand for ammonia for domestic industrial applications, and sluggish sales in the composites business was substantial.」

    Although revenue in the Resins and Chemicals segment increased, operating income declined from ¥2,541 million in the previous year to ¥1,919 million, and the recovery in performance deteriorated.
  4. FY2025-H1AdvancedAnnual report

    「Overall, the Resins and Chemicals segment reported higher revenue and profit. Although biennial scheduled maintenance was carried out at the ammonia plant, the impact of increased sales volumes and higher selling prices for nylon polymer and caprolactam, reflecting a recovery in demand in overseas markets, was substantial. As a result, consolidated net sales for the segment increased by ¥22,935 million from the previous interim consolidated accounting period to ¥144,121 million, while the consolidated operating loss improved by ¥960 million to a loss of ¥1,397 million.」

    The operating loss of the Resins and Chemicals segment improved by ¥960 million year on year, as the recovery in overseas demand and higher sales volumes and prices supported a recovery in performance. However, the segment continued to report an operating loss.
  5. FY2024-Q3WorsenedAnnual report

    「Overall, the Resins and Chemicals segment reported lower revenue and profit. Although there was no biennial scheduled maintenance at the ammonia plant, the impact of weak sales of nylon polymer and fine chemicals due to weaker demand was substantial. As a result, consolidated net sales for the segment decreased by ¥41,484 million from the same quarter of the previous year to ¥183,733 million, while the consolidated operating loss declined by ¥3,844 million to a loss of ¥566 million.」

    Despite the absence of scheduled maintenance, the Resins and Chemicals segment reported lower revenue and profit due to weaker demand, with operating income turning from profit in the same period of the previous year to a loss of ¥566 million.
  6. FY2024-Q1WorsenedAnnual report

    「Overall, the Resins and Chemicals segment reported lower revenue and profit. Although there was no biennial scheduled maintenance at the ammonia plant, the impact of lower sales volumes and selling prices for nylon polymer and caprolactam due to weaker demand was substantial. As a result, consolidated net sales for the segment decreased by ¥11,132 million from the same quarter of the previous year to ¥60,312 million, while the consolidated operating loss declined by ¥3,477 million to a loss of ¥1,579 million.」

    Despite the absence of scheduled maintenance, weaker demand for nylon polymer and caprolactam, lower sales volumes, and lower selling prices caused the Resins and Chemicals segment to post an operating loss.
  7. FY2023-Q3WorsenedAnnual report

    「Overall, the Resins and Chemicals segment reported higher revenue but lower profit. Although selling prices rose, the impact of higher fuel and raw material prices, lower sales volumes due to weaker demand, and the implementation of biennial scheduled maintenance at the ammonia plant was substantial. As a result, consolidated net sales for the segment increased by ¥34,780 million from the same quarter of the previous year to ¥225,217 million, while consolidated operating income decreased by ¥14,559 million to ¥3,278 million.」

    Although the Resins and Chemicals segment reported higher revenue, operating income declined by ¥14,559 million year on year to ¥3,278 million due to higher fuel and raw material prices, lower sales volumes resulting from weaker demand, and scheduled maintenance at the ammonia plant. The recovery in performance deteriorated.
  8. FY2023-Q2WorsenedAnnual report

    「Overall, the Resins and Chemicals segment reported higher revenue but lower profit. Although selling prices rose, the impact of biennial scheduled maintenance at the ammonia plant, together with higher fuel and raw material prices, was substantial. As a result, consolidated net sales for the segment increased by ¥30,110 million from the same quarter of the previous year to ¥149,487 million, while consolidated operating income decreased by ¥7,148 million to ¥2,405 million.」

    Although revenue increased due to higher selling prices, the substantial impact of higher fuel and raw material prices and biennial scheduled maintenance at the ammonia plant caused operating income to decline by ¥7,148 million year on year to ¥2,405 million.
  9. FY2023-Q1WorsenedAnnual report

    「Overall, the Resins and Chemicals segment reported higher revenue but lower profit. Although selling prices rose, the impact of biennial scheduled maintenance at the ammonia plant, together with higher raw material prices, was substantial. As a result, consolidated net sales for the segment increased by ¥14,194 million from the same quarter of the previous year to ¥71,444 million, while consolidated operating income decreased by ¥3,401 million to ¥1,898 million.」

    Resins and Chemicals reported higher revenue due to higher selling prices, while operating income declined by ¥3,401 million year on year to ¥1,898 million because of higher raw material prices and scheduled maintenance at the ammonia plant. The recovery in performance deteriorated.
  10. FY2022-Q3AdvancedAnnual report

    「As a result, consolidated net sales for the segment increased by ¥67,972 million from the same quarter of the previous year to ¥247,679 million, while consolidated operating income increased by ¥24,448 million to ¥26,034 million.」

    The Chemicals segment reported higher revenue and profit, driven by a recovery in demand, higher sales volumes and prices, and the absence of scheduled maintenance at the ammonia plant. Operating income increased by ¥24,448 million year on year to ¥26,034 million.
  11. FY2022-Q2AdvancedAnnual report

    「Overall, the Chemicals segment reported higher revenue and profit, reflecting increased sales volumes and higher selling prices as demand recovered from the impact of COVID-19, as well as the absence of biennial scheduled maintenance at the ammonia plant. As a result, consolidated net sales for the segment increased by ¥45,064 million from the same quarter of the previous year to ¥157,381 million, while consolidated operating income increased by ¥17,129 million to ¥14,557 million.」

    The Chemicals segment reported higher revenue and profit, driven by higher sales volumes and prices and the absence of scheduled maintenance. Operating income increased by ¥17,129 million year on year to ¥14,557 million. The figures show that the recovery in performance progressed further.
  12. FY2022-Q1AdvancedAnnual report

    「Overall, the Chemicals segment reported higher revenue and higher profit due to increased sales volumes and higher selling prices as the business recovered from the impact of COVID-19, as well as the absence of biennial scheduled maintenance at the ammonia plant. As a result, consolidated revenue in this segment was ¥76.768 billion, up ¥24.17 billion from the cumulative consolidated period of the same quarter of the previous year, while consolidated operating profit was ¥7.617 billion, up ¥10.365 billion.」

    The Chemicals segment reported higher revenue and profit, driven by a recovery in demand from the impact of COVID-19, higher sales volumes and prices, and the absence of scheduled maintenance. Operating income turned around from a loss of ¥2,748 million in the same period of the previous year to income of ¥7,617 million.
  13. FY2021WorsenedAnnual report

    「Operating profit in the Chemicals segment was ¥8.184 billion, down ¥6.347 billion, or 43.7%, from the previous consolidated fiscal year.」

    Operating profit in the Chemicals segment declined substantially from the previous fiscal year, resulting in a deterioration in the recovery of performance. At the same time, demand growth was also reported for some products, including Polyimide.
  14. FY2021-Q3WorsenedAnnual report

    「Overall, the Chemicals segment reported lower revenue and lower profit due to declines in sales volumes and selling prices caused by the impact of COVID-19 and other factors, as well as biennial scheduled maintenance at the ammonia plant. As a result, consolidated revenue in this segment was ¥179.707 billion, down ¥35.209 billion from the cumulative consolidated period of the same quarter of the previous year, while consolidated operating profit was ¥1.586 billion, down ¥9.511 billion.」

    The Chemicals segment reported lower revenue and lower profit due to COVID-19-related declines in sales volumes and prices and the impact of scheduled maintenance, with operating profit falling by ¥9.511 billion year on year to ¥1.586 billion.
  15. FY2021-Q2WorsenedAnnual report

    「As a result, consolidated revenue in this segment was ¥112.3317 billion, down ¥34.113 billion from the cumulative consolidated period of the same quarter of the previous year, while consolidated operating results were a loss of ¥2.572 billion, down ¥10.886 billion.」

    The Chemicals segment turned from operating profit in the same period of the previous year to an operating loss due to declines in sales volumes and prices caused by COVID-19 and the impact of scheduled maintenance at the ammonia plant.
  16. FY2021-Q1WorsenedAnnual report

    「As a result, consolidated revenue in this segment was ¥52.598 billion, down ¥21.922 billion from the cumulative consolidated period of the same quarter of the previous year, while consolidated operating results were a loss of ¥2.748 billion, down ¥7.426 billion.」

    The Chemicals segment turned to an operating loss due to declines in sales volumes and prices caused by COVID-19 and scheduled maintenance at the ammonia plant.
  17. FY2020-Q3WorsenedAnnual report

    「Overall, the Chemicals segment reported lower revenue and lower profit, as the impact of falling prices for Nylon and Lactam outweighed solid performance in some products, including Polyimide.」

    Although some products performed solidly, the Chemicals segment reported lower revenue and lower profit because of the impact of falling Nylon and Lactam prices, resulting in a deterioration from the recovery in performance achieved in the previous fiscal year.
  18. FY2020-Q2AdvancedAnnual report

    「Overall, the Chemicals segment reported lower revenue due to revisions to selling prices in response to lower raw material prices and other factors, but higher profit owing to improved spreads in the Synthetic Rubber business and expanded sales in the Functional Products and Pharmaceuticals businesses. As a result, consolidated revenue in this segment was ¥146.43 billion, down ¥8.183 billion from the cumulative consolidated period of the same quarter of the previous year, while consolidated operating profit was ¥8.314 billion, up ¥67 million.」

    Although the Chemicals segment reported lower revenue, operating profit was ¥8.314 billion, up ¥67 million year on year, owing to improved spreads in synthetic rubber and expanded sales in the Functional Products and Pharmaceuticals businesses.
  19. FY2020-Q1AdvancedAnnual report

    「Overall, the Chemicals segment reported lower revenue due to revisions to selling prices in response to lower raw material prices and other factors, but higher profit owing to improved spreads in the Synthetic Rubber business and expanded sales in the Functional Products and Pharmaceuticals businesses. As a result, consolidated revenue in this segment was ¥74.52 billion, down ¥567 million from the cumulative consolidated period of the same quarter of the previous year, while consolidated operating profit was ¥4.678 billion, up ¥1.147 billion.」

    Although the Chemicals segment reported lower revenue, operating profit was ¥4.678 billion, up ¥1.147 billion year on year, owing to improved spreads in synthetic rubber and expanded sales in the Functional Products and Pharmaceuticals businesses, indicating further progress in the recovery of performance.
  20. FY2019Lower profit while remaining above targetAnnual report

    「The Group had pursued the “revival of the Chemicals segment” as a priority theme under the previous medium-term management plan. Operating profit in the Chemicals segment was ¥23.7 billion in fiscal 2018, compared with the ¥20 billion plan, partly supported by favorable external conditions, and the Group therefore considers that it achieved a certain level of results.」

    Operating profit in the Chemicals segment exceeded the ¥20 billion plan but declined from ¥28.974 billion in the previous fiscal year to ¥23.751 billion. The results showed both performance above target and dependence on external conditions, as well as lower profit.
  21. FY2019-Q3WorsenedAnnual report

    「As a result, consolidated revenue in this segment was ¥234.737 billion, up ¥9.397 billion from the cumulative consolidated period of the same quarter of the previous year, while consolidated operating profit was ¥15.914 billion, down ¥6.28 billion.」

    The Chemicals segment reported higher revenue, while operating profit was ¥15.914 billion, down ¥6.28 billion year on year, indicating continued deterioration in the recovery of performance.
  22. FY2019-Q2WorsenedAnnual report

    「Overall, the Nylon, Lactam and Industrial Chemicals businesses reported higher revenue but lower profit due to the impact of scheduled maintenance at the ammonia plant and other factors.」

    Operating profit in the Chemicals segment was ¥8.251 billion, down ¥5.062 billion year on year, indicating a deterioration from the recovery in performance achieved in the previous fiscal year. Scheduled maintenance at the ammonia plant and production problems were cited as factors.
  23. FY2019-Q1WorsenedAnnual report

    「As a result, consolidated revenue in this segment was ¥73.53 billion, up ¥150 million from the cumulative consolidated period of the same quarter of the previous year, while consolidated operating profit was ¥3.616 billion, down ¥2.508 billion.」

    Operating profit in the Chemicals segment was ¥3.616 billion, down ¥2.508 billion year on year, indicating that the recovery in performance achieved in the previous fiscal year had paused during the quarter.
  24. FY2018AchievedAnnual report

    「As a result, operating profit in the Chemicals segment achieved the ¥20 billion final-year target one year ahead of schedule.」

    Operating profit in the Chemicals segment was ¥28.974 billion, and it was stated that the final-year target of ¥20 billion had been achieved one year ahead of schedule.
  25. FY2018-Q3AdvancedAnnual report

    「The Lactam business reported higher revenue as prices continued to be revised upward in the Chinese market despite excess production capacity. The Nylon business reported higher revenue as selling prices rose along with higher raw material lactam prices. The Industrial Chemicals business reported higher revenue because production and shipments increased, as demand remained firm and no biennial scheduled maintenance was carried out. The Synthetic Rubber business reported higher revenue as selling prices rose along with higher raw material butadiene prices, while shipments were generally firm, particularly for tire applications in Japan. The Battery Materials business reported higher revenue because sales volumes increased against a backdrop of firm demand, mainly for automotive applications, amid intensifying competition as the market expanded. The Fine Chemicals business reported higher revenue as sales volumes generally increased. The Polyimide business reported higher revenue because film sales volumes increased, mainly for circuit board applications. As a result, consolidated revenue in this segment was ¥225.34 billion, up ¥41.803 billion from the cumulative consolidated period of the same quarter of the previous year, while consolidated operating profit was ¥22.194 billion, up ¥17.738 billion.」

    The Chemicals segment reported higher revenue, and operating profit was ¥22.194 billion, up ¥17.738 billion year on year. Measurable improvement toward recovery in the Chemicals segment continued.
  26. FY2018-Q2AdvancedAnnual report

    「As a result, consolidated revenue in this segment was ¥146.323 billion, up ¥28.348 billion from the cumulative consolidated period of the same quarter of the previous year, while consolidated operating profit was ¥13.313 billion, up ¥12.859 billion.」

    Operating profit in the Chemicals segment for the cumulative second quarter was ¥13.313 billion, up ¥12.859 billion year on year, indicating continued measurable improvement toward recovery in performance.
  27. FY2018-Q1AdvancedAnnual report

    「As a result, consolidated revenue in this segment was ¥73.38 billion, up ¥15.457 billion from the cumulative consolidated period of the same quarter of the previous year, while consolidated operating profit was ¥6.124 billion, up ¥8.488 billion.」

    Operating profit in the Chemicals segment turned from a loss of ¥2.364 billion in the same period of the previous year to profit of ¥6.124 billion, indicating measurable improvement toward recovery in performance.
  28. FY2017-Q3RestatedAnnual report

    「Although oversupply continued in China for caprolactam, a nylon raw material, market conditions continued to show signs of recovery, while lower prices for auxiliary raw materials such as ammonia overseas also contributed. As a result, consolidated revenue in this segment was ¥183.537 billion, down ¥19.673 billion from the cumulative consolidated period of the same quarter of the previous year, while consolidated operating profit was ¥4.456 billion, down ¥5.122 billion.」

    Although caprolactam market conditions were described as showing signs of recovery, operating profit in the Chemicals segment fell by ¥5.122 billion year on year, indicating that the challenge of recovering performance remained.
  29. FY2017-Q2WorsenedAnnual report

    「As a result, consolidated revenue in this segment was ¥117.975 billion, down ¥19.003 billion from the cumulative consolidated period of the same quarter of the previous year, while consolidated operating profit was ¥454 million, down ¥5.936 billion.」

    Operating profit in the Chemicals segment was ¥454 million, down ¥5.936 billion year on year. Although the caprolactam market was showing signs of recovery, it remained sluggish, and conditions for recovery in the Chemicals segment deteriorated.
  30. FY2017-Q1RestatedAnnual report

    「The Group is working to improve the profitability of each division and resolve the challenges facing each business.」

    A policy of continuing to improve profitability and resolve business challenges was presented.
  31. FY2016First statedAnnual report

    「Through thorough cost reductions and deeper collaboration among Group companies in Japan and overseas, the Group will work to increase the value provided to customers and improve the profitability of each Group division, with a particular focus on recovery in the Chemicals segment.」

    Recovery in the Chemicals segment was identified as a priority issue under the new medium-term management plan.
Moved together

"Substantial Recovery in Operating Profit" moved the same way as this thread, in the same document, in 29 of its 35 moves.

2913121199★123456
  1. ★This thread
  2. 1Substantial Recovery in Operating Profit29×
  3. 2Declining Demand, Oversupply and Narrowing Spreads in the Chemicals and Resins Business13×
  4. 3Improvement in the Equity Ratio12×
  5. 4Risk of impairment of fixed assets due to deterioration in the business environment11×
  6. 5Approval, commercialization and R&D risks in the active pharmaceutical ingredient and intermediate business9×
  7. 6Ongoing litigation over asbestos-related claims9×

★ 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 Revisions to earnings forecasts of 2026-11-02: "Advanced".
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Recovery in Chemicals Segment Performance | UBE Corporation (4208) | Komori