Sluggish orders for PET base-material NS type following the completion of a large-scale project
First written in FY2018-Q2. 5 of 10 entries say "Mitigated", first in FY2019-Q1. Latest entry: FY2022-Q2.
No other company in this theme has enough history to compare yet.
- FY2022-Q2MitigatedAnnual report
「For other adhesive-coated products, sales expansion of Sanitec NS, a PET-substrate product, progressed. However, orders for SAT, a precision-coated surface protection film, declined due to intensifying competition in China's smartphone component market and the global semiconductor shortage, resulting in lower revenue.」
Progress in expanding sales of Sanitect's NS type, whose order environment had previously deteriorated, was reported, partially mitigating the risk of sluggish orders after the completion of a major project involving the type. Meanwhile, SAT experienced another factor contributing to lower orders. - FY2022-Q1MitigatedAnnual report
「For olefin-based adhesive-coated products, orders for Sanitect, an adhesive-coated surface protection film, recovered for automotive components.」
The recovery in orders for automotive components was reported for Sanitect, whose order environment had previously deteriorated, partially mitigating the impact. - FY2021MitigatedAnnual report
「For Sanitect, an adhesive-coated surface protection film, orders for computers remained firm as more companies introduced teleworking, resulting in higher revenue.」
Demand for computers, including Sanitect's NS type, whose order environment had previously deteriorated due to specification changes and other factors, remained firm, partially easing the order environment for the product. - FY2020WorsenedAnnual report
「For the adhesive-coated surface-protection film Sanitect, orders for the PET-based NS type declined as some users changed their specifications. In addition, the conventional PO-based type was increasingly replaced in some product lines by competitors' double-layer extruded products, resulting in lower revenue.」
Orders for the NS type, which had recovered after the completion of a major project, declined again as the company responded to specification changes, while the conventional type generated lower revenue due to replacement by competitors' products. - FY2020-Q3WorsenedAnnual report
「For the adhesive-coated surface-protection film Sanitect, orders for the PET-based NS type declined as some users changed their specifications. In addition, the conventional PO-based type was affected in some product lines by factors including a shift to competitors' double-layer extruded products, resulting in lower revenue.」
Orders for the NS type, which had recovered in the previous fiscal year, declined again as the company responded to specification changes by certain users, while orders for the conventional type also declined as it was replaced by competitors' products. - FY2020-Q2WorsenedAnnual report
「For Sanitect, an adhesive-coated surface protection film, sales volume for the PET-substrate NS type declined as the company responded to specification changes by certain users. In addition, orders for the conventional PO-substrate type declined as it was replaced by a two-layer extrusion type with stronger adhesion, resulting in lower revenue.」
Sales volume for the NS type declined as the company responded to specification changes by certain users, while orders for the conventional type also declined as it was replaced by products with stronger adhesion. The order environment for the NS type, which had recovered after the completion of a major project, has deteriorated again. - FY2019RestatedAnnual report
「For Sanitect, an adhesive-coated surface protection film, orders for the NS type increased, but other optical applications remained sluggish, resulting in lower revenue.」
Full-year growth in orders for the NS type, which had been sluggish following the completion of a major project, was confirmed, partially mitigating the impact of that risk. - FY2019-Q3MitigatedAnnual report
「For Sanitect, an adhesive-coated surface protection film, orders for the PET-substrate NS type increased, but orders for other optical applications were generally sluggish, resulting in lower revenue.」
Orders for the NS type, which had been reported as sluggish following the completion of a major project through the previous fiscal year, increased, partially mitigating the impact of that risk. Meanwhile, orders for other optical applications remained sluggish. - FY2019-Q1MitigatedAnnual report
「For Sanitect, an adhesive-coated surface protection film, orders for the PET-substrate NS type increased. However, orders for other optical applications remained sluggish, resulting in lower revenue.」
Orders for the PET-substrate NS type, which had been sluggish in the previous fiscal year following the completion of a major project, increased, partially mitigating the impact of that risk. Meanwhile, other optical applications remained sluggish. - FY2018-Q2First statedAnnual report
「For Sanitect, an adhesive-coated surface protection film, the PET-substrate NS type was sluggish following the completion of a major project. However, orders for other optical applications were relatively strong, resulting in higher revenue.」
The completion of a major project involving Sanitect's PET-substrate NS type was cited as a new factor behind order volatility, having actually materialized as sluggish orders.