Komori
Daishin Chemical (4629) · RiskWorsenedLatest Revision of earnings forecasts (2026-08-07): "Materialised"

Restrictions on raw-material supplies due to overseas supply-chain disruptions

First written in FY2022-Q3. 5 of 8 entries say "Materialised", first in FY2022. Latest entry: 2026-08-07.

8entries
5years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseMaterialisedFY2022 – 2026-08-072022: 220222023: 120232024: 120242025: 020252026: 42026
Same theme, other companies

Daishin Chemical moved to the "Worse" side of this theme in 2022, the same year as the typical company in this theme.

The whole theme swung hardest in 2022: 99 of 155 companies on the "Worse" side.

30 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.
Showing 14 of the 173 companies compared. The sentences above are computed from all 173.
Full recordFilings, disclosures and news, newest first
  1. 2026-08-07MaterialisedRevision of earnings forecasts

    「Despite tight supply and demand for raw materials, we made reliable procurement arrangements and worked to maintain a stable supply of products.」

    The company described tight supply and demand for raw materials and said it worked to secure procurement and maintain stable product supplies under those conditions.
  2. FY2026WorsenedAnnual report

    「In response to these unprecedented changes in the external environment, we recognize that the highest-priority issues for our group are securing a stable supply of raw materials by diversifying procurement routes and flexibly revising selling prices in response to market price fluctuations.」

    The company describes the procurement environment as severe enough for diversification of raw material procurement routes to be its highest-priority issue, due to supply restrictions caused by overseas supply chain disruptions. It also mentions difficulties in procuring Middle Eastern crude oil and naphtha, as well as price surges.
  3. FY2024MaterialisedAnnual report

    「To address recent supply shortages and price surges for petroleum products resulting from global conditions, we are promoting the adoption of solvents made from renewable energy-based raw materials. We are also working to retain customers by drawing on our blending expertise to provide the optimal product for prevailing conditions in real time.」

    Supply shortages and price surges for petroleum products resulting from global conditions continue to be identified as issues requiring action.
  4. FY2023MaterialisedAnnual report

    「To address recent supply shortages and price surges for petroleum products resulting from global conditions, we are promoting the adoption of solvents made from renewable energy-based raw materials. We are also working to retain customers by drawing on our blending expertise to provide the optimal product for prevailing conditions in real time.」

    The annual report also identifies supply shortages and price surges for petroleum products resulting from global conditions as issues requiring action in research and development and customer retention.
  5. FY2022MaterialisedAnnual report

    「There were restrictions on the supply of some raw materials due to rising raw material prices and disruptions in overseas supply chains throughout the year,」

    Restrictions on the supply of some raw materials occurred throughout the year against a backdrop of overseas supply chain disruptions, affecting the partial pass-through of costs into selling prices and the increase in raw material costs.
  6. FY2022-Q3First statedAnnual report

    「There were restrictions on the supply of some raw materials due to disruptions in overseas supply chains,」

    The company explicitly disclosed for the first time in its quarterly results briefing that restrictions on the supply of some raw materials had actually occurred against a backdrop of overseas supply chain disruptions.
Moved together

"Foreign Exchange, Crude Oil and Naphtha Market Fluctuations" moved the same way as this thread, in the same document, in 7 of its 8 moves.

742222★123456
  1. ★This thread
  2. 1Foreign Exchange, Crude Oil and Naphtha Market Fluctuations7×
  3. 2Downturn in Overseas Economies and Intensifying Competition within the Industry4×
  4. 3Reducing Environmental Impact and Worker Risks Through Solvent Recycling2×
  5. 4Human Capital Development2×
  6. 5Tightening regulations under the Fire Service Act, Poisonous and Deleterious Substances Control Act and environmental laws2×
  7. 6Impact of COVID-19 on Business Activities and Performance2×

★ 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 Daishin Chemical yet. It last moved in the Revision of earnings forecasts of 2026-08-07: "Materialised".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.