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Chemipro Kasei (4960) · TargetDecline in Contract Manufacturing Revenue

A Second Founding Through the Creation of New Growth Pillars

First written in FY2018. 11 of 23 entries say "Advanced", first in FY2019-Q3. Latest entry: FY2026.

23entries
9years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2022 – FY20232018: 120182019: 320192020: 320202021: 220212022: 320222023: 420232024: 220242025: 220252026: 32026
Same theme, other companies
Creation and Nurturing of New Products as the Next Earnings PillarA theme 15 companies write about · 0 as a headwind · 16 as a tailwind

Chemipro Kasei moved to the "Worse" side of this theme in 2026.

The whole theme swung hardest in 2025: 2 of 9 companies on the "Worse" side.

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

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 15 companies compared. The sentences above are computed from all 15.
Full recordFilings, disclosures and news, newest first
  1. FY2026Decline in Contract Manufacturing RevenueAnnual report

    「Transaction volumes in the contract manufacturing business gradually increased, reaching approximately 30% of transaction value in the chemicals business, including ultraviolet absorbers, indicating tangible progress. However, new businesses, including OLED, are still midway through their growth phase, making further action an urgent priority.」

    The company continues to recognize that the contract manufacturing business accounts for approximately 30% of chemicals business transaction value, but revenue from contract-manufactured products declined in the current period. OLED and other new businesses remain in the growth phase.
  2. FY2026-H1Decline in Contract Manufacturing RevenueAnnual report

    「Contract-manufactured products decreased by ¥95 million to ¥988 million, down 8.8% year on year」

    Revenue from the contract manufacturing business, positioned as a new core business, decreased 8.8% year on year in the interim period.
  3. FY2025AdvancedAnnual report

    「Contract-manufactured products increased by ¥232 million to ¥2,365 million, up 10.9% year on year」

    Full-year revenue from the contract manufacturing business, positioned as a new core business, increased. Meanwhile, new businesses such as OLED remain in the growth phase.
  4. FY2025-H1Decline in Contract Manufacturing RevenueAnnual report

    「The decline in revenue from contract-manufactured products was offset, resulting in higher revenue.」

    Although revenue from contract-manufactured products, positioned as a new core business, declined, higher revenue from ultraviolet absorbers, antioxidants and papermaking chemicals offset the decrease.
  5. FY2024-Q3AdvancedAnnual report

    「Contract-manufactured products increased by ¥48 million to ¥1,617 million, up 3.1% year on year」

    Cumulative revenue for the third quarter from contract-manufactured products, positioned as a new core business, was ¥1,617 million, up 3.1% year on year.
  6. FY2024-Q2Slight decline in contract manufacturing revenueAnnual report

    「Contract-manufactured products decreased by ¥11 million to ¥1,143 million, down 1.0% year on year」

    Revenue from contract-manufactured products, positioned as a new core business and a means of diversifying sales channels, decreased 1.0% in the cumulative second quarter.
  7. FY2024-Q1Decline in Contract Manufacturing RevenueAnnual report

    「Contract-manufactured products decreased by ¥96 million to ¥401 million, down 19.3% year on year」

    Revenue from contract-manufactured products, positioned as a new core business and a means of diversifying sales channels, decreased 19.3% year on year.
  8. FY2023AdvancedAnnual report

    「Against this backdrop, transaction volumes in the contract manufacturing business gradually increased, reaching approximately 30% of transaction value in the chemicals business, including ultraviolet absorbers, indicating tangible progress. However, new businesses, including OLED, are still midway through their growth phase, making further action an urgent priority.」

    The company continued to recognize that the contract manufacturing business, positioned as a new core business, accounted for approximately 30% of chemicals business transaction value, while full-year revenue also increased. Meanwhile, new businesses such as OLED remain in the growth phase.
  9. FY2023-Q3AdvancedAnnual report

    「Contract-manufactured products increased by ¥269 million to ¥1,569 million, up 20.7% year on year」

    Revenue from contract-manufactured products, positioned as a new core business and a means of diversifying sales channels, increased 20.7% year on year.
  10. FY2023-Q2AdvancedAnnual report

    「Contract-manufactured products increased by ¥224 million to ¥1,155 million, up 24.1% year on year」

    Revenue from contract-manufactured products, positioned as a new core business and a means of diversifying sales channels, increased 24.1% year on year.
  11. FY2023-Q1AdvancedAnnual report

    「In the cumulative first quarter, revenue increased by ¥320 million year on year to ¥1,552 million, up 26.0%, for ultraviolet absorbers, the Company’s core products, while contract-manufactured products increased by ¥47 million to ¥497 million, up 10.5%.」

    Revenue from contract-manufactured products, positioned as a new core business and a means of diversifying sales channels, increased 10.5% year on year.
  12. FY2022AdvancedAnnual report

    「Against this backdrop, transaction volumes in the contract manufacturing business gradually increased, reaching approximately 30% of transaction value in the chemicals business, including ultraviolet absorbers, indicating tangible progress. However, new businesses, including OLED, are still midway through their growth phase, making further action an urgent priority.」

    The company indicated that transaction volumes in the contract manufacturing business had increased, reaching approximately 30% of chemicals business transaction value. Meanwhile, new businesses such as OLED remain in the growth phase.
  13. FY2021RestatedAnnual report

    「However, although results from the contract manufacturing business have gradually become apparent, revenue from existing products, including ultraviolet absorbers, still accounts for a high proportion of approximately 80% of total chemicals business revenue. New businesses, including OLED, are still midway through their growth phase, making further action an urgent priority.」

    While maintaining the explanation that results from the contract manufacturing business are beginning to emerge, the company continues to recognize that dependence on existing products is approximately 80% and that new businesses such as OLED are still in the growth phase.
  14. FY2021-Q3AdvancedAnnual report

    「Contract-manufactured products increased by ¥348 million to ¥1,573 million, up 28.5% year on year, although total revenue settled at ¥6,087 million, down ¥682 million, or 10.1%, year on year.」

    Revenue from contract-manufactured products, positioned as a new core business and a means of diversifying sales channels, increased 28.5% year on year. Meanwhile, total chemicals business revenue decreased 10.1%.
  15. FY2021-Q2AdvancedAnnual report

    「Contract-manufactured products increased by ¥161 million to ¥955 million, up 20.3% year on year, although」

    Revenue from contract-manufactured products, positioned as a new core business and a means of diversifying sales channels, increased 20.3% year on year.
  16. FY2020Results are still emerging.Annual report

    「However, although results from the contract manufacturing business have gradually become apparent, revenue from existing products, including ultraviolet absorbers, still accounts for a high proportion of approximately 80% of total chemicals business revenue. New businesses, including OLED, are still midway through their growth phase, making further action an urgent priority.」

    The explanation now states that results from the contract manufacturing business are beginning to emerge, while dependence on existing products remains approximately 80% and new businesses such as OLED are still in the growth phase, making further action an urgent priority.
  17. FY2020-Q3Decline in Contract Manufacturing RevenueAnnual report

    「The increase of ¥703 million in total revenue to ¥6,770 million, up 11.6% year on year, offset the ¥277 million decline in contract-manufactured products to ¥1,224 million, down 18.5%.」

    Revenue from contract-manufactured products, positioned as a new core business and a means of diversifying sales channels, decreased 18.5% year on year.
  18. FY2020-Q2Decline in Contract Manufacturing RevenueAnnual report

    「The increase of ¥329 million in total revenue to ¥4,540 million, up 7.8% year on year, offset the declines in contract-manufactured products, which fell by ¥190 million to ¥794 million, down 19.3%, photographic chemical intermediates, which fell by ¥50 million to ¥130 million, down 28.0%, and antioxidants, which fell by ¥40 million to ¥175 million, down 18.7%.」

    Revenue from contract-manufactured products, positioned as a new core business and a means of diversifying sales channels, decreased 19.3% year on year.
  19. FY2020-Q1AdvancedAnnual report

    「Contract-manufactured products increased by ¥42 million to ¥440 million, up 10.7% year on year」

    Revenue from contract-manufactured products, positioned as a new core business and a means of diversifying sales channels, increased 10.7% year on year.
  20. FY2019-Q3AdvancedAnnual report

    「Other, including contract-manufactured products, increased by ¥343 million to ¥1,569 million, up 28.0% year on year」

    Revenue from Other, including contract-manufactured products, which had been positioned as a means of creating new business pillars and diversifying sales channels, increased 28.0% year on year.
  21. FY2018First statedAnnual report

    「To establish a robust management foundation underpinning sustainable growth, the Company has maintained cooperative relationships with certain business partners while seeking a second founding through the creation of new business pillars. To this end, it has strengthened its contract manufacturing business with the aim of reinforcing its research and development structure, including for organic EL, and diversifying its sales channels.」

    The Company has outlined a plan to create new business pillars by strengthening its research and development structure, including for organic EL, diversifying sales channels and reinforcing the contract manufacturing business, while maintaining cooperative relationships with certain business partners.
Moved together

"Stable earnings through an optimal product mix across direct sales, OEM and contract manufacturing" moved the same way as this thread, in the same document, in 12 of its 23 moves.

1274333★123456
  1. ★This thread
  2. 1Stable earnings through an optimal product mix across direct sales, OEM and contract manufacturing12×
  3. 2Reducing Interest-Bearing Debt and Strengthening the Financial Position7×
  4. 3Higher Revenue and Earnings Recovery Led by UV Absorbers4×
  5. 4Raw Material Price Volatility and Global Selling Price Competition3×
  6. 5Developing Electronic Materials for OLED and Other Display Applications into a Growth Business3×
  7. 6Global Sales, Higher Value-Added Offerings, and Profitability Improvement3×

★ 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.
A Second Founding Through the Creation of New Growth Pillars | CHEMIPRO KASEI KAISHA,LTD. (4960) | Komori