Komori
New Japan Chemical (4406) · FactSoftened

Strong sales of glycerin for pharmaceutical and cosmetic applications and surfactants for household products

First written in FY2017-Q2. 12 of 35 entries say "Worsened", first in FY2018-Q2. Latest entry: 2026-11-13.

35entries
11years
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ProgressHeldSoftenedWorse2016: 12017: 420172018: 420182019: 320192020: 420202021: 320212022: 320222023: 320232024: 320242025: 220252026: 52026
Same theme, other companies
Strong sales of oleochemical products for pharmaceuticals, cosmetics and daily-life applicationsA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. FY2026SoftenedAnnual report

    「Demand for high-performance raw materials remained firm as personal care products became more value-added. However, although volumes of the core commodity products fell below the previous year because of competition from low-priced products flowing in from Asia, sales exceeded the previous year as prices were revised in response to soaring raw material costs.」

    Volumes of commodity products declined because of competition from low-priced products, but sales exceeded the previous year on demand for high-performance raw materials and price revisions.
  2. 2026-05-14ReframedResults

    「主力の汎用品においては、アジア地域から流入する廉価品との競合により数量は前年を下回ったものの、原料価格高騰に伴う価格改定を進めた結果、売上高は前年を上回りました。」

    界面活性剤は、汎用品の数量減と価格改定による売上高増が併存する記載となった。
  3. FY2026-H1WorsenedAnnual report

    「Although demand for surfactants for toiletries remained firm on strong domestic tourism, volumes and sales fell below the previous year because of competition from low-priced products flowing in from Asia and a growing preference for premium products. Demand for natural higher alcohols for industrial applications, including textile lubricant raw materials, was weak because of rising market prices, but volumes were in line with the previous year and sales exceeded it as the company passed on higher raw material costs through price increases.」

    Despite strong domestic tourism, volumes and sales of surfactants declined because of the influx of low-priced products and a preference for premium products. Demand for natural higher alcohols remained weak, but sales increased through the pass-through of higher prices.
  4. FY2025RestatedAnnual report

    「Demand for surfactants for toiletries remained firm on strong domestic tourism, leaving volumes and sales in line with the previous year. Volumes and sales of natural higher alcohols for industrial applications, including textile lubricant raw materials, exceeded the previous year as prices were revised in response to soaring raw material market prices and new customers were developed.」

    Among consumer-related products, surfactants for toiletries were in line with the previous year, while volumes and sales of natural higher alcohols exceeded the previous year following price revisions and the development of new customers.
  5. FY2025-H1MitigatedAnnual report

    「Volumes and sales of surfactants for toiletries exceeded the previous year as strong domestic tourism boosted demand for cleaning products. Volumes and sales of natural higher alcohols for industrial applications, including textile lubricant raw materials, also exceeded the previous year as demand recovered, the number of new customers increased and prices were revised in response to higher raw material costs.」

    For consumer-related products, where weakness across products had coexisted in the previous period, both volumes and sales of surfactants and natural higher alcohols exceeded the previous year.
  6. FY2024ReframedAnnual report

    「Domestic demand for toiletries was showing signs of recovery as inbound tourism increased, but exports remained weak because of the continuing downturn in the Chinese economy, causing both volumes and sales of surfactants for toiletries to fall below the previous year. Volumes of alcohol used as a raw material for textile lubricants exceeded the previous year as demand recovered and customer inventory adjustments ended, but sales declined as selling prices were adjusted appropriately following a decline in the price of the underlying fatty products.」

    Among consumer-related products, domestic demand for toiletries and alcohol volumes recovered, while weak exports to China and lower selling prices resulting from falling raw material prices persisted, leaving recovery and weakness coexisting across products.
  7. FY2024-Q3WorsenedAnnual report

    「Volumes and sales of surfactants for toiletries declined significantly because of the downturn in the Chinese market and weak domestic consumption. Although the market for alcohol used as a raw material for textile lubricants, where demand had been weak, was moving toward recovery, volumes remained below the previous year. Additives for food and pharmaceutical applications remained in line with the previous year, while volumes and sales of resin additives for polyolefin resin molded products such as household goods declined because demand for polyolefins remained weak in Europe, a major export destination.」

    Among consumer-related products previously described as strong or recovering, surfactants for toiletries saw volumes and sales decline significantly because of the downturn in the Chinese market and weak domestic consumption, while alcohol and resin additives also saw either volumes or sales fall below the previous year.
  8. FY2024-Q2MitigatedAnnual report

    「Surfactants for toiletries remained firm as inbound demand in the cosmetics industry recovered.」

    Surfactants for toiletries remained firm against a backdrop of recovering inbound demand in the cosmetics industry.
  9. FY2024-Q1ReframedAnnual report

    「Within products for consumer-related industries, volumes and sales of surfactant raw materials for toiletries exceeded the previous year as restrictions on activity were eased following the COVID-19 pandemic, while additives for food and pharmaceutical applications remained in line with the previous year. In contrast, volumes and sales of alcohol used as a raw material for textile lubricants fell below the previous year because of stagnation in the Chinese market.」

    Sales of surfactant raw materials increased as restrictions on activity were eased, while additives for food and pharmaceutical applications were in line with the previous year and alcohol fell below the previous year because of stagnation in the Chinese market. Recovery and weakness coexisted among consumer-related products.
  10. FY2023-Q3WorsenedAnnual report

    「Raw materials for surfactants used in toiletries remained weak because domestic demand for amenities was sluggish. Sales volumes of alcohol used as a raw material for textile lubricants also remained weak as the Chinese market continued to stagnate. Sales conditions for additives for food and pharmaceutical applications were also challenging, but sales exceeded the previous year because product price levels could be maintained at a high level against a backdrop of soaring raw material prices.」

    Sales volumes and sales conditions for surfactant raw materials, alcohol and additives for food and pharmaceutical applications were weak, but sales exceeded the previous year because product price levels were maintained.
  11. FY2023-Q2WorsenedAnnual report

    「Within products for consumer-related industries, difficulties procuring raw materials for alcohol and fatty acids used in toiletries and textile lubricant applications caused sales volumes to remain weak. Demand for additives for food and pharmaceutical applications and nucleating agents for household goods was also weak, leaving volumes below the previous year. However, sales exceeded the previous year as the company responded by revising product prices in line with higher raw material costs.」

    Difficulties procuring raw materials caused alcohol and fatty acid sales volumes to remain weak, while volumes of additives for food and pharmaceutical applications and nucleating agents also fell below the previous year. Sales exceeded the previous year following price revisions.
  12. FY2023-Q1ReframedAnnual report

    「Within products for consumer-related industries, additives for food and pharmaceutical applications and nucleating agents for household goods remained firm. However, sales of alcohol and fatty acids for toiletries and textile lubricant applications were weak because of difficulties procuring raw materials.」

    The focus has shifted to a product mix in which firm additives for food and pharmaceutical applications and nucleating agents for household goods coexist with weak alcohol and fatty acid sales caused by difficulties procuring raw materials.
  13. FY2022-Q3RestatedAnnual report

    「Sales exceeded the previous year as sales of additives for pharmaceutical and food applications remained strong.」

    Strong sales of additives for pharmaceutical and food applications and sales to consumer-related industries above the previous year have continued.
  14. FY2022-Q2MitigatedAnnual report

    「Sales to consumer-related industries benefited from demand for toiletries and textiles recovering to pre-COVID levels, as well as strong sales of additives for household goods, pharmaceutical and food applications. As a result, sales exceeded the previous year.」

    Against a backdrop of recovering consumer-related demand, sales of premium alcohol products and additives for household goods, pharmaceutical and food applications were strong, lifting sales above the previous year.
  15. FY2022-Q1MitigatedAnnual report

    「Sales to consumer-related industries exceeded the same quarter of the previous year because premium alcohol products remained firm as demand for toiletries and textiles recovered, while sales of additives for household goods, pharmaceutical and food applications also remained strong.」

    Against a backdrop of recovering consumer-related demand, premium alcohol products and additives for household goods, pharmaceutical and food applications performed strongly, lifting sales above the same period of the previous year.
  16. FY2021-Q3WorsenedAnnual report

    「Within fatty products, fatty acids for synthetic resins and tires began to recover as the automotive industry, which had been weak in the first half, recovered. However, the end of glycerin sales for pharmaceutical applications had a significant impact, causing both sales volumes and sales of fatty products to fall sharply from the previous year. Within alcohol products, surfactants and alcohol for household-related applications remained firm, while sales of industrial lubricants, which had been weak, also recovered. As a result, both sales volumes and sales of alcohol products were in line with the previous year.」

    Fatty acids began to recover as the automotive industry recovered, and industrial lubricants also improved. However, the end of glycerin sales for pharmaceutical applications caused fatty product volumes and sales to fall sharply from the previous year.
  17. FY2021-Q2WorsenedAnnual report

    「Sales of fatty products declined because weakness in major end markets such as housing and automotive was exacerbated by the spread of COVID-19. Sales of alcohol products also declined amid an overall market slowdown, despite firm performance by surfactants for some applications.」

    Sales of fatty products for housing and automotive applications and alcohol products declined, and the strength of some surfactants was insufficient to offset the weakness.
  18. FY2021-Q1WorsenedAnnual report

    「Oleochemical products saw a significant decline in sales, as fatty products for automotive, tire and housing applications were affected by the spread of COVID-19. Alcohol products also remained generally weak. Although surfactants for hand-washing products remained firm, they were not enough to offset declines in other products.」

    Although surfactants for hand-washing products remained firm, fatty products for automotive, tire and housing applications and alcohol products were weak, causing total product sales to decline significantly.
  19. FY2020RestatedAnnual report

    「Within oleochemical products, surfactants and unsaturated alcohols have remained strong, while glycerin has continued to be weak.」

    The product-level trend of strong surfactants and unsaturated alcohols coexisting with weak glycerin performance has continued.
  20. FY2020-Q3RestatedAnnual report

    「Surfactants and unsaturated alcohols continued to perform well, while glycerin remained weak. As raw-material prices also remained stable at low levels, revenue fell below the previous year.」

    Strong performance by surfactants and unsaturated alcohols, weak glycerin performance, stable low raw material prices and total product sales below the previous year have continued.
  21. FY2020-Q2WorsenedAnnual report

    「Surfactants and unsaturated alcohols performed well among oleochemical products, while glycerin was weak. Selling prices across the product portfolio declined due to raw-material price trends, resulting in revenue below the previous year.」

    Although surfactants and other products were strong, glycerin was weak, and lower selling prices resulting from raw material price trends also caused total product group sales to fall below the previous year.
  22. FY2020-Q1WorsenedAnnual report

    「Revenue from oleochemical products fell below the previous year because selling prices declined in response to fluctuations in raw-material market prices for both fatty-acid and alcohol products.」

    Rather than individual products such as glycerin, which had previously been described as firm, selling prices for both oleochemical and alcohol products declined, causing total oleochemical product sales to fall below the previous year.
  23. FY2019-Q3MitigatedAnnual report

    「Oleochemical products generated sales in line with the previous year as glycerin sales remained firm and demand for fatty acids and surfactants, which had previously been weak, began to recover.」

    It states that, in addition to firm glycerin performance, demand for fatty acids and surfactants, which had previously been weak, is beginning to recover.
  24. FY2019-Q2WorsenedAnnual report

    「Oleochemical products saw both sales volumes and sales fall below the previous year because weak demand for fatty acids and surfactants outweighed firm glycerin sales.」

    Glycerin remained firm, while weak demand for fatty acids and surfactants caused total oleochemical product volumes and sales to fall below the previous year.
  25. FY2019-Q1ReframedAnnual report

    「Oleochemical products generated slightly higher sales than in the previous year overall, as firm performance by fatty acids for synthetic resins, glycerin and other oleochemical products offset difficulties in surfactant sales.」

    The focus has shifted from the previous strength in surfactants to a mix in which surfactants are struggling while fatty acids, glycerin and other oleochemical products offset the weakness overall.
  26. FY2018WorsenedAnnual report

    「Oleochemical products generated slightly lower sales than in the previous year overall, as weak alcohol and surfactant performance outweighed firm performance by fatty acids for synthetic resins and glycerin.」

    Fatty acids and glycerin remained firm, while alcohol and surfactants were weak, leaving total oleochemical product sales slightly below the previous year.
  27. FY2018-Q3MitigatedAnnual report

    「Oleochemical products generated higher sales than in the previous year overall, as firm performance by fatty acids for synthetic resins offset weak demand for surfactants.」

    Although weak demand for surfactants persisted, overall sales exceeded the previous year on the strength of fatty acids for synthetic resins.
  28. FY2018-Q2WorsenedAnnual report

    「Oleochemical products saw sales volumes fall below the previous year because surfactants were somewhat weak, despite firm performance by fatty acids for synthetic resins. However, sales were in line with the previous year as the company proceeded with product price revisions in response to raw material price movements.」

    Fatty acids for synthetic resins remained firm, while surfactants, previously described as strong, were somewhat weak, causing sales volumes to fall below the previous year. Sales were in line with the previous year following price revisions.
  29. FY2018-Q1AdvancedAnnual report

    「In addition to firm sales of fatty acids for synthetic resins, sales volumes of surfactants for toiletries also increased.」

    It states that fatty acids for synthetic resins remained firm, while sales volumes of surfactants for toiletries increased.
  30. FY2017RestatedAnnual report

    「In addition to a recovery in demand for fatty acids for synthetic resins, strong sales of higher alcohols and surfactants for cosmetics and toiletries resulted in revenue from oleochemicals exceeding the previous year.」

    Oleochemicals generated higher revenue due to a recovery in demand for fatty acids and strong sales of higher alcohols and surfactants for cosmetics and toiletries.
  31. FY2017-Q3RestatedAnnual report

    「Although sales of fatty acids for synthetic resins were sluggish, sales of alcohols and surfactants remained strong, resulting in revenue from oleochemicals exceeding the previous year.」

    Regarding sales trends by application for oleochemicals, this time the company cited strong sales of alcohols and surfactants rather than glycerin.
  32. FY2017-Q2First statedAnnual report

    「Although sales of fatty acids for synthetic resins were sluggish, sales of glycerin for pharmaceutical and cosmetic applications and surfactants for household products remained strong, and revenue from oleochemicals was in line with the previous year.」

    For oleochemicals, the company provided specific details on sales trends by application for the first time.
Moved together

"Sluggishness in China and emerging markets, concerns about a slowdown in the United States, and uncertainty in the global economy caused by the UK's withdrawal from the EU" moved the same way as this thread, in the same document, in 19 of its 35 moves.

1916131098★123456
  1. ★This thread
  2. 1Sluggishness in China and emerging markets, concerns about a slowdown in the United States, and uncertainty in the global economy caused by the UK's withdrawal from the EU19×
  3. 2Weak demand in major applications, including automotive, housing-related, and electrical wire applications16×
  4. 3Sales Trends for Resin Raw Material Products by Application13×
  5. 4Fluctuations in prices of fats and petrochemical raw materials10×
  6. 5Consumers' strong preference for saving and sluggish personal consumption9×
  7. 6Sales of specialty oils and functional esters, including newly developed products8×

★ 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
New Japan Chemical's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Results of 2026-11-13: "Softened".
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