Komori
Chemipro Kasei (4960) · RiskWorsened

Rapid changes in the market environment for chemicals and home-related industries and the risk of declining demand

First written in FY2017. 5 of 11 entries say "Worsened", first in FY2025-H1. Latest entry: FY2026.

11entries
10years
2from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2017 – FY2023WorsenedFY2025-H1 – FY20262017: 120172018: 120182019: 020192020: 120202021: 020212022: 120222023: 120232024: 120242025: 220252026: 32026
Same theme, other companies
Stagnant demand and structural changes in the chemicals businessA theme 23 companies write about · 25 as a headwind · 0 as a tailwind

Chemipro Kasei moved to the "Worse" side of this theme in 2024, 1 year after the typical company in this theme (2023).

The whole theme swung hardest in 2023: 13 of 23 companies on the "Worse" side.

6 other companies' latest entry also says "Worsened".

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 23 companies compared. The sentences above are computed from all 23.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「In the Home Industry Business, although we worked to expand sales of various products, lower revenue from related products accompanying the decline in construction orders affected performance, which fell below the previous fiscal year.」

    Despite efforts to expand sales, revenue in the Home Industries business was below the previous year due to lower revenue from related products resulting from a decline in construction orders.
  2. FY2026-H1WorsenedAnnual report

    「Although the Home Industries business worked to expand sales of various products, revenue declined due to lower construction orders, and results were below the same period of the previous fiscal year.」

    In the Home Industries business, revenue declined due to lower construction orders, and results were below the same period of the previous fiscal year despite efforts to expand sales.
  3. FY2025WorsenedAnnual report

    「In addition, results of operations may be affected by abrupt changes in market conditions, climate change and other factors.」

    The impact of climate change has been explicitly added to the risks of abrupt changes in market conditions and declining demand in the Home Industries business.
  4. FY2025-H1WorsenedAnnual report

    「In the Home Industries business, sales were sluggish, particularly for wood preservatives, due to weak consumer sentiment, resulting in a decline in revenue.」

    Weak consumer sentiment was reflected in poor sales of wood preservatives and lower revenue in the Home Industries business.
  5. FY2023RestatedAnnual report

    「The company believes that demand will not decline sharply unless there is a major change in conditions, such as restrictions on additives for organic industrial products or a shift to new additive substances. However, if market conditions change sharply, its results of operations may be significantly affected.」

    The company continues to disclose the risk of declining demand due to additive restrictions, shifts to new additive substances and abrupt changes in market conditions.
  6. FY2022RestatedAnnual report

    「The company believes that demand will not decline sharply unless there is a major change in conditions, such as restrictions on additives for organic industrial products or a shift to new additive substances. However, if market conditions change sharply, its results of operations may be significantly affected.」

    The company continues to disclose the risk of declining demand due to additive restrictions, shifts to new additive substances and abrupt changes in market conditions.
  7. FY2020RestatedAnnual report

    「The company believes that demand will not decline sharply unless there is a major change in conditions, such as restrictions on additives for organic industrial products or a shift to new additive substances. However, if market conditions change sharply, its results of operations may be significantly affected.」

    The company continues to disclose the risk of declining demand due to additive restrictions, shifts to new additive substances and abrupt changes in market conditions.
  8. FY2018RestatedAnnual report

    「The company believes that demand will not decline sharply unless there is a major change in conditions, such as restrictions on additives for organic industrial products or a shift to new additive substances. However, if market conditions change sharply, its results of operations may be significantly affected.」

    The company continues to disclose the risk of declining demand due to additive restrictions, shifts to new additive substances and abrupt changes in market conditions.
  9. FY2017First statedAnnual report

    「The company believes that demand will not decline sharply unless there is a major change in conditions, such as restrictions on additives for organic industrial products or a shift to new additive substances. However, if market conditions change sharply, its results of operations may be significantly affected.」

    For the Chemicals business, abrupt changes in market conditions and declining demand resulting from additive restrictions, shifts to new substances and other factors are disclosed as new risks.
Moved together

"Raw Material Price Volatility and Global Selling Price Competition" moved the same way as this thread, in the same document, in 6 of its 11 moves.

652222★123456
  1. ★This thread
  2. 1Raw Material Price Volatility and Global Selling Price Competition6×
  3. 2Uncertainty in Core Markets Stemming from the European Automotive Industry, UK-EU Relations and Other Factors5×
  4. 3Second Medium-Term Management Plan “Reborn to Flexible”2×
  5. 4Developing Electronic Materials for OLED and Other Display Applications into a Growth Business2×
  6. 5Stable earnings through an optimal product mix across direct sales, OEM and contract manufacturing2×
  7. 6Enhancing the quality, production efficiency and competitiveness of UV absorbers2×

★ 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 Chemipro Kasei yet. It last moved in the General Meetings of Shareholders of 2026-06-02: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Rapid changes in the market environment for chemicals and home-related industries and the risk of declining demand | CHEMIPRO KASEI KAISHA,LTD. (4960) | Komori