Komori
Toho Chemical Industry (4409) · TargetAdvanced

Develop the business serving the electronic information industries into the largest earnings pillar

First written in FY2019. 12 of 24 entries say "Advanced", first in FY2020. Latest entry: 2026-08-05.

24entries
8years
6from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019RestatedFY2021-Q3 – FY2022-Q3AdvancedFY2025-H1 – FY20252019: 120192020: 220202021: 220212022: 420222023: 420232024: 220242025: 220252026: 72026
Same theme, other companies
Expansion of the Electronics Materials Business by the Chemtronics Business DivisionA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

2 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

    「To meet customers’ expectations for increased supply capacity for the Company’s products, the Company commenced the second-phase expansion work for the new electronic information materials plant and plans to complete it in November 2026.」

    In the Electronic Information Materials Business, the Company commenced second-phase expansion work for the new plant and announced plans for completion in November 2026. The planned increase in capacity after completion is 90t/year.
  2. FY2026-H1Slight sales decline due to production and sales adjustments related to equipment renewalAnnual report

    「Sales of fine-processing resins for the electronic information industry declined slightly because production and sales were adjusted in connection with the renewal of some equipment.」

    Following the substantial sales growth in the previous period against a backdrop of recovering semiconductor market conditions, sales of fine-processing resins declined slightly during the interim consolidated accounting period under review because production and sales were adjusted in connection with equipment renewal.
  3. FY2025RaisedAnnual report

    「As a result, sales expanded steadily during the demand recovery in fiscal 2024, making a significant contribution to the recovery in the Group’s performance. To meet customers’ expectations for increased supply capacity for the Company’s products, the Company decided in November 2024 to expand its production facilities and is preparing for completion by the end of 2026. … Achieving operating income of ¥1.5 billion in the Specialty Chemicals segment through growth in the business」

    Sales of fine-processing resins for the electronic information industry increased substantially as semiconductor market conditions recovered, and the Company decided to expand its facilities to increase supply capacity. It also set a numerical target of ¥1.5 billion in operating income for the Specialty Chemicals segment, making the business’s development as a core earnings operation more concrete.
  4. FY2025-H1AdvancedAnnual report

    「Sales of fine-processing resins for the electronic information industry increased substantially as semiconductor market conditions recovered. As a result, segment sales were ¥7,914 million, up ¥1,684 million, or 27.0%, year on year, and segment profit was ¥424 million, up ¥230 million year on year.」

    As semiconductor market conditions recovered, sales of fine-processing resins for the electronic information industry increased substantially. The disclosure describes concrete sales and profit improvements consistent with the policy of developing the electronic information industry business into an earnings pillar.
  5. FY2024-Q3RestatedAnnual report

    「Sales of fine-processing resins for the electronic information industry declined as the negative impact of the semiconductor downturn expanded beyond expectations at the beginning of the fiscal year.」

    Demand remained under pressure from the semiconductor downturn, resulting in lower sales of fine-processing resins for the electronic information industry. Demand conditions continue to constrain progress in developing the business into an earnings pillar following the start of operations at the new plant.
  6. FY2024-Q2WorsenedAnnual report

    「Sales of fine-processing resins for the electronic information industry declined as the negative impact of the semiconductor downturn expanded beyond expectations at the beginning of the fiscal year.」

    The impact of the semiconductor downturn expanded beyond initial expectations, resulting in lower sales of fine-processing resins for the electronic information industry. Demand conditions have emerged as a headwind to progress in developing the business into an earnings pillar following the start of operations at the new plant.
  7. FY2024-Q1Sales volumes fell below plan due to the semiconductor downturnAnnual report

    「Sales of fine-processing resins for the electronic information industry increased because of higher product selling prices, although sales volumes fell below plan as the impact of the semiconductor downturn began to emerge.」

    Sales of fine-processing resins for the electronic information industry remained higher year on year because of increased product selling prices, but sales volumes fell below plan because of the semiconductor downturn, creating a headwind to progress in developing the business into an earnings pillar.
  8. FY2023AdvancedAnnual report

    「The new plant for manufacturing fine-processing resins for the electronic information industry, completed in December 2021, began operations in May 2022. Recruitment and training of the personnel required to operate the plant have progressed, and products that have received user approval are being transferred to mass production in sequence. The plant ramp-up is progressing smoothly.」

    The new plant at the Chiba Plant began operations in May 2022, and progress was made through personnel recruitment and training, user approval, and the phased transfer of products to mass production. Plans are also advancing to install additional production equipment in the remaining areas of the new plant.
  9. FY2023-Q3RestatedAnnual report

    「Sales of fine-processing resins for the electronic information industry increased because of higher semiconductor-related sales volumes and higher product selling prices.」

    Even after completion of the new plant at the Chiba Plant, sales of fine-processing resins increased because of higher semiconductor-related sales volumes and product selling prices. Meanwhile, segment profit in Specialty Chemicals was at the same level as the previous year because of higher fixed costs.
  10. FY2023-Q2RestatedAnnual report

    「Sales of fine-processing resins for the electronic information industry increased because of higher semiconductor-related sales volumes and higher product selling prices.」

    In the electronic information industry business, semiconductor-related sales volumes of fine-processing resins increased, and higher product selling prices also contributed to higher sales.
  11. FY2023-Q1RestatedAnnual report

    「Sales of fine-processing resins for the electronic information industry increased, as semiconductor-related sales remained firm.」

    In the electronic information industry business, semiconductor-related sales of fine-processing resins remained firm and increased sales.
  12. FY2022AdvancedAnnual report

    「The Company made steady progress, including completing the new plant at the Chiba Plant in December 2021 and beginning efforts to improve productivity through production rationalization in the business.」

    In the electronic information industry business, the new plant at the Chiba Plant was completed in December 2021, and production rationalization efforts began. Semiconductor-related sales of fine-processing resins also remained firm and increased sales.
  13. FY2022-Q3RestatedAnnual report

    「Sales of fine-processing resins for the electronic information industry increased, as semiconductor-related sales remained firm.」

    In the electronic information industry business, semiconductor-related sales of fine-processing resins remained firm and increased sales.
  14. FY2022-Q1RestatedAnnual report

    「Sales of fine-processing resins for the electronic information industry increased, as semiconductor-related sales remained firm.」

    In the electronic information industry business, semiconductor-related sales of fine-processing resins remained firm and increased sales.
  15. FY2021-Q3RestatedAnnual report

    「Sales of fine-processing resins for the electronic information industry increased, as semiconductor-related sales remained firm.」

    In the electronic information industry business, semiconductor-related sales of fine-processing resins remained firm and increased sales.
  16. FY2021-Q1AdvancedAnnual report

    「Sales of fine-processing resins for the electronic information industry increased, as semiconductor-related sales remained firm.」

    In the electronic information industry business, firm semiconductor-related sales of fine-processing resins led to higher sales, reflecting progress consistent with the policy of developing the business into an earnings pillar.
  17. FY2020AdvancedAnnual report

    「To establish production capacity to meet growing demand from the electronic information industry, the Company decided in August 2019 to construct a new plant at its Chiba Plant and plans to complete it around the middle of 2021.」

    For production expansion to serve the electronic information industry, the Company decided in August 2019 to construct a new plant at its Chiba Plant and reached the stage of planning for completion around the middle of 2021. The planned increase in capacity after completion is 120t/year.
  18. FY2019First statedAnnual report

    「To meet expected future growth in demand, the Company is working to establish a production expansion system, including the construction of a new plant for fine-processing resins, which is under consideration, and to develop this business into the Company’s largest earnings pillar.」

    The new medium-term plan set a target of establishing a production expansion system, including the construction of a new plant for fine-processing resins, based on expected growth in demand from the electronic information industry, and developing this business into the largest earnings pillar.
Moved together

"“Building competitive factories” and expanding facilities in growth areas" moved the same way as this thread, in the same document, in 9 of its 24 moves.

987777★123456
  1. ★This thread
  2. 1“Building competitive factories” and expanding facilities in growth areas9×
  3. 2Turning 東邦化学(上海)有限公司 profitable and putting its business on track8×
  4. 3Enhancing dividends while balancing retained earnings and strengthening the financial position7×
  5. 4Strategic shareholdings held to facilitate business relationships7×
  6. 5Delivering Results from Development Themes for High-Performance, High-Value-Added Products7×
  7. 6Productivity Improvements and Cost Reduction Through Review of Manufacturing Methods for Existing Products7×

★ 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
Toho Chemical Industry's next results are scheduled for 2026-11-09. Read the earnings preview It last moved in the Revision to earnings forecast of 2026-08-05: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.