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Sanyo Chemical Industries (4471) · RiskRestatedLatest Earnings presentation (2026-05-13): "Materialised"

Intensifying price competition in Japanese and Asian markets due to oversupply of Chinese products

First written in FY2024. 4 of 6 entries say "Materialised", first in FY2025-H1. Latest entry: 2026-05-13.

6entries
3years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024MaterialisedFY2025-H1 – FY2025RestatedFY2026-H12024: 220242025: 220252026: 22026
Same theme, other companies
Intensification of Domestic Price Competition Due to the Inflow of Low-Priced Overseas ProductsA theme 13 companies write about · 13 as a headwind · 0 as a tailwind

Sanyo Chemical Industries moved to the "Worse" side of this theme in 2024.

The whole theme swung hardest in 2017: 1 of 7 companies on the "Worse" side.

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

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. FY2026-H1RestatedAnnual report

    「In the chemicals industry, Chinese products continue to flow into the Japanese and Asian markets due to weak domestic demand and oversupply in China. In Japan's petrochemical business, major business reorganizations and alliances aimed at strengthening competitiveness are also progressing, and the business environment is being exposed to irreversible changes.」

    The company continues to describe the inflow of Chinese products into the Japanese and Asian markets and the resulting price competition caused by weak Chinese domestic demand and oversupply.
  2. FY2025MaterialisedAnnual report

    「The business environment is being exposed to irreversible changes, including intensifying price competition as Chinese products continue to flow into the Japanese and Asian markets due to weak domestic demand and oversupply in China.」

    The intensification of price competition caused by oversupply and inflows of Chinese products is reflected in full-year results through the inflow of low-priced overseas products for polyurethane foam raw materials and the loss of commercial rights.
  3. FY2025-H1MaterialisedAnnual report

    「Raw materials for polyurethane foam used in automobile seats and other products remained flat, despite a recovery trend in automobile production, due to the influx of low-priced products from overseas,」

    The influx of low-priced products from overseas is identified as an actual factor behind sluggish sales growth, with intensified price competition reflected in flat sales of raw materials for polyurethane foam.
  4. FY2024First statedAnnual report

    「The business environment remains uncertain, as price competition in the Japanese and Asian markets has intensified due to weak domestic demand in China and oversupply of Chinese products.」

    The company identifies the intensification of price competition in the Japanese and Asian markets, against a backdrop of weak Chinese domestic demand and oversupply of Chinese products, as a new external risk.
Moved together

"Impairment of equipment due to declining and increasingly uncertain sales prospects" moved the same way as this thread, in the same document, in 2 of its 6 moves.

2★1
  1. ★This thread
  2. 1Impairment of equipment due to declining and increasingly uncertain sales prospects2×

★ 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 Sanyo Chemical Industries yet. It last moved in the Earnings presentation of 2026-05-13: "Materialised".
News
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Intensifying price competition in Japanese and Asian markets due to oversupply of Chinese products | SANYO CHEMICAL INDUSTRIES,LTD. (4471) | Komori