Komori
Ishihara Chemical (4462) · FactAdvancedLatest Earnings (2026-07-31): "Restated"

Capital investment demand for automated chemical conversion treatment solution management equipment among Korean companies

First written in FY2021-Q3. 6 of 16 entries say "Restated". Latest entry: 2026-07-31.

16entries
6years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2021-Q3 – FY2023-Q3RestatedFY2024-Q3AdvancedFY2025-H1 – FY20252021: 420212022: 320222023: 220232024: 220242025: 220252026: 32026
Same theme, other companies

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

Full recordFilings, disclosures and news, newest first
  1. 2026-07-31RestatedEarnings

    「Sales of automatic chemical-treatment solution management systems and other products exceeded the previous year, owing to strong demand from customers' large-scale investment projects.」

    The company reconfirmed the strong demand generated by customers' large-scale investment projects and sales exceeding the previous year. No additional milestone, such as the number of new projects, was disclosed.
  2. FY2026AdvancedAnnual report

    「Sales of automatic chemical-treatment solution management systems and other products exceeded the previous year, owing to strong demand from customers' large-scale investment projects.」

    Following the shortage of large investment projects noted in the previous interim period, large-scale demand from customers' large investment projects emerged in the current fiscal year, improving sales to the point of exceeding the previous year.
  3. 2026-05-15AdvancedEarnings

    「Sales of automatic chemical-treatment solution management systems and other products exceeded the previous year, owing to strong demand from customers' large-scale investment projects.」

    The situation progressed from sales falling below the previous year due to the absence of large orders in the previous disclosure to sales exceeding the previous year as large orders arose from customers' large-scale investment projects.
  4. FY2026-H1WorsenedAnnual report

    「In addition, sales of automatic chemical processing solution management systems and related equipment fell below the previous year because customer demand was below large-scale demand, with few large investment projects.」

    The situation has deteriorated from the recovery in semiconductor-related demand and strong capital investment through the previous fiscal year to a situation in which large customer investment projects and the resulting large-scale demand have disappeared, causing sales of automatic chemical processing solution management systems and related equipment to fall below the previous year.
  5. FY2025AdvancedAnnual report

    「In addition, sales of automatic chemical processing solution management systems and related equipment exceeded the previous year as semiconductor demand, mainly for smartphones and AI-related applications, recovered.」

    Against the backdrop of recovering semiconductor demand, sales of automatic chemical processing solution management systems and related equipment have progressed to the point of exceeding the previous year.
  6. FY2025-H1AdvancedAnnual report

    「In addition, sales of automatic chemical processing solution management systems and related equipment exceeded the previous year as semiconductor demand, mainly for smartphones and AI-related applications, recovered.」

    Following the decline in semiconductor demand through the previous fiscal year and users' reviews of the timing of capital investments, semiconductor demand, mainly for smartphones and AI-related applications, recovered, and sales of automatic chemical processing solution management systems and related equipment have progressed to the point of exceeding the previous year.
  7. FY2024-Q3RestatedAnnual report

    「In addition, automatic chemical processing solution management systems and related equipment were affected by declining semiconductor demand, mainly for smartphones and PCs, and by users' decisions to review the timing of their investments.」

    Against the backdrop of declining semiconductor demand related to smartphones and PCs, users have continued to review the timing of their capital investments, affecting sales of automatic chemical processing solution management systems and related equipment.
  8. FY2024-Q1WorsenedAnnual report

    「In addition, automatic chemical processing solution management systems and related equipment were affected by declining semiconductor demand, mainly for smartphones and PCs, and by production adjustments.」

    The situation has deteriorated from strong capital investment driven by demand for package substrates to the effects of declining semiconductor demand, mainly for smartphones and PCs, and production adjustments.
  9. FY2023-Q3RestatedAnnual report

    「On the other hand, sales of equipment and related products fell below the previous year because smartphone- and PC-related businesses were affected by production adjustments and delays in parts procurement by equipment manufacturers caused users' capital investments to be delayed, postponed or cancelled.」

    Delays, postponements and cancellations of users' capital investments and sales of equipment below the previous year have continued due to production adjustments in the smartphone and PC-related businesses and delays in parts procurement by equipment manufacturers.
  10. FY2023-Q2Delays, postponements and cancellations of capital investment demandAnnual report

    「Sales of equipment and related products fell below the previous year, partly because delays in parts procurement by equipment manufacturers caused users' capital investments to be delayed, postponed or cancelled.」

    Following the recovery and strength of capital investment demand noted in the previous period, users' capital investments were delayed, postponed or cancelled this quarter against the backdrop of delays in parts procurement, and sales of equipment and related products fell below the previous year.
  11. FY2023-Q1RestatedAnnual report

    「In addition, capital investment was strong as package substrates, including those for data servers, performed well, and sales of analytical instruments remained strong.」

    The situation in which strong performance in package substrates drove robust capital investment and strong sales of analytical instruments has been documented.
  12. FY2022-Q3RestatedAnnual report

    「In addition, capital investment was strong as package substrates for smartphones, tablets, PCs and data servers performed well, and sales of automatic chemical processing solution management systems and related equipment remained strong.」

    The situation in which strong performance in package substrates drove robust capital investment and strong sales of automatic chemical processing solution management systems and related equipment has been reconfirmed.
  13. FY2022-Q2RestatedAnnual report

    「In addition, capital investment was strong as package substrates for PCs, smartphones and data centers performed well, and sales of automatic chemical processing solution management systems and related equipment remained strong.」

    Capital investment was strong against the backdrop of strong performance in package substrates for PCs, smartphones and data centers, and sales of automatic chemical processing solution management systems and related equipment were strong. The recovery in capital investment demand indicated in the previous quarter has been reconfirmed.
  14. FY2022-Q1Recovery in capital investment demandAnnual report

    「In addition, automated chemical conversion treatment solution management equipment and related products performed well as capital investment became strong, driven by robust sales of package substrates for PCs and data communications base stations.」

    Against the backdrop of strong capital investment in package substrates for PCs and data communications base stations, sales of automatic chemical processing solution management systems and related equipment were strong, compared with the absence of large-scale demand noted in the previous period.
  15. FY2021Pullback from large ordersAnnual report

    「Against this backdrop, metal surface treatment agents exceeded the previous period, supported by increased demand for PCs and servers due to telework and the addition of decorative plating. However, automated chemical conversion treatment solution management equipment and related products fell below the previous period because there was no large-scale demand.」

    The company states that, compared with the strong performance driven by capital investment by Korean companies in the third quarter of the previous period, there was no large-scale demand during the fiscal year, and automated chemical conversion treatment solution management equipment and related products fell below the previous period.
  16. FY2021-Q3First statedAnnual report

    「In addition, automated chemical conversion treatment solution management equipment and related products performed well in the third quarter due to capital investment by Korean companies.」

    The company separately disclosed for the first time that automated chemical conversion treatment solution management equipment and related products performed well as a result of capital investment by Korean companies.
Moved together

"Enhancing corporate value by improving ordinary profit, ROE and EPS" moved the same way as this thread, in the same document, in 6 of its 16 moves.

664333★123456
  1. ★This thread
  2. 1Enhancing corporate value by improving ordinary profit, ROE and EPS6×
  3. 2Risks from Technological Change, Competition, and Demand Fluctuations in the Electronics Sector6×
  4. 3Strengthening Shareholder Returns Based on Stable Dividends4×
  5. 4Strong Sales of Ceramic Products for Semiconductor Manufacturing Equipment3×
  6. 5Expansion of sales of new products for steel companies3×
  7. 6Business expansion through the development of new products, technologies and markets3×

★ 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
No upcoming earnings preview for Ishihara Chemical yet. It last moved in the Earnings of 2026-07-31: "Restated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Capital investment demand for automated chemical conversion treatment solution management equipment among Korean companies | ISHIHARA CHEMICAL CO.,LTD. (4462) | Komori