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Carlit (4275) · RiskMaterialised

Decline in demand for sodium chlorate due to damage to a customer's pulp and paper mill

First written in FY2027-H1. 1 of 1 entries say "Materialised", first in FY2027-H1. Latest entry: FY2027-H1.

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Decline in Customer Operating Activity and Chemical Demand Due to Disasters and Customer IssuesA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

Carlit moved to the "Worse" side of this theme in 2026.

0 other companies' latest entry also says "Materialised".

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  1. FY2027-H1MaterialisedAnnual report

    「Sodium chlorate saw demand decline in some regions because customers' paper and pulp mills were damaged. Sales to mills in other regions offset part of the impact, but not enough to make up for the decline in sales in the first quarter, resulting in lower revenue and lower profit.」

    Damage to a customer's pulp and paper mill actually occurred, resulting in a decline in demand for and sales of sodium chlorate in certain regions.
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Decline in demand for sodium chlorate due to damage to a customer's pulp and paper mill | Carlit Co.,Ltd. (4275) | Komori