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Toyo Gosei (4970) · InitiativeAdvanced

Building a stable earnings platform by enhancing the competitiveness of the chemical products business

First written in FY2016. 13 of 27 entries say "Restated". Latest entry: 2026-11-06.

27entries
11years
3from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2016 – FY2021AdvancedFY2023-Q2 – 2026-11-062016: 320162017: 420172018: 220182019: 020192020: 320202021: 320212022: 420222023: 220232024: 120242025: 120252026: 42026
Same theme, other companies
Expansion of the Chemical Products and Composite Materials Core BusinessesA theme 14 companies write about · 0 as a headwind · 14 as a tailwind

The whole theme swung hardest in 2020: 2 of 12 companies on the "Worse" side.

10 other companies' latest entry also says "Advanced".

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. FY2026AdvancedAnnual report

    「In the tank terminal business, demand for tank storage was strong due to increased demand for storing imported products. The start of operations at a new tank dedicated to inorganic chemicals also contributed, and tank utilization remained high.」

    The company captured demand for storage of imported products and began operating a new tank dedicated to inorganic chemicals.
  2. 2026-05-08AdvancedResults

    「電子材料関連製品は、生成AIの普及拡大を背景としたデータセンター投資の活発化や、半導体の高性能化・高集積化の進展に伴う先端プロセス向け材料需要の増加により、堅調な市場環境が継続しました。このような状況のもと、高純度溶剤については先端ロジックおよびメモリ用途を中心に需要が拡大し、販売が好調に推移した結果、前年同期比で売上は増加しました。」

    生成AI・データセンター投資を背景に、高純度溶剤の先端ロジック・メモリ用途での需要拡大と販売増加を記載した。
  3. FY2026-H1AdvancedAnnual report

    「Sales of high-purity solvents remained firm due to factors including increased data center demand driven by the wider adoption of generative AI, and sales of electronic materials-related products increased year on year.」

    Higher sales of high-purity solvents, driven by demand for generative AI and data centers, contributed to growth in sales and profit in the chemicals business.
  4. FY2025-H1AdvancedAnnual report

    「Against a backdrop of increased demand for semiconductor applications and a gradual recovery in demand for electronic components, sales of high-purity solvents remained strong, and sales of electronic materials-related products increased year on year.」

    Against a backdrop of increased demand for semiconductor applications and strong high-purity solvent sales, first-half sales in the chemicals business increased 31.0% and operating profit increased 129.4%.
  5. FY2023AdvancedAnnual report

    「Demand for electronic materials-related products was sluggish due to lower smartphone and PC sales following the decline from the COVID-19 demand surge, as well as an economic slowdown caused by global monetary tightening. However, sales increased as the company captured demand in advanced semiconductor applications and advanced the pass-through of higher raw material and fuel costs.」

    While general demand for electronic materials was sluggish, the company captured demand in advanced semiconductor applications and advanced cost pass-through, leading to higher sales in the chemicals business.
  6. FY2023-Q3AdvancedAnnual report

    「Demand for electronic materials-related products was sluggish due to lower smartphone and PC sales following the decline from the COVID-19 demand surge, as well as an economic slowdown caused by China's zero-COVID policy and global monetary tightening. However, sales increased as strong demand in advanced applications, expanded sales efforts and the pass-through of higher raw material and fuel costs progressed.」

    While general demand for electronic materials was sluggish, the company captured demand in advanced applications, expanded sales and advanced the pass-through of higher raw material and fuel costs, leading to higher sales of chemicals-related products.
  7. FY2023-Q2AdvancedAnnual report

    「Demand for electronic materials-related products was sluggish due to lower smartphone and PC sales following the decline from the COVID-19 demand surge, as well as weak consumption amid uncertainty over the economic outlook. However, sales increased as strong demand in advanced semiconductor applications, expanded sales efforts and the pass-through of higher raw material and fuel costs progressed.」

    In the chemicals business, the company captured demand in advanced semiconductor applications, expanded sales and advanced the pass-through of higher raw material and fuel costs, leading to higher sales.
  8. FY2023-Q1RestatedAnnual report

    「Under these circumstances, against a backdrop of strong demand for semiconductors and electronic materials, the company focused on increasing production and, with the cooperation of customers and raw material suppliers, worked to reflect higher raw material, fuel and freight costs in selling prices,」

    The company continues measures to secure the competitiveness and profitability of its businesses, including the chemicals business, by reflecting higher raw material, fuel and freight costs in selling prices and responding to increased production requirements.
  9. FY2022AdvancedAnnual report

    「Nevertheless, the company worked to ensure stable supply through communication with customers and procurement from multiple suppliers, and sales increased for both product lines.」

    Through procurement from multiple suppliers and communication with customers, the company advanced the stable supply and increased sales of chemicals-related products despite challenging raw material and logistics conditions.
  10. FY2022-Q3AdvancedAnnual report

    「In addition to supply shortages and soaring prices for some raw materials, delays in container shipping caused by disruptions in port logistics and tight transportation capacity created an extremely challenging environment for securing raw materials and shipping products for both product lines. Nevertheless, the company worked to ensure stable supply through procurement from multiple suppliers and communication with customers, and sales increased for both related product lines.」

    In the chemicals business, the company advanced procurement from multiple suppliers and communication with customers, aiming to ensure stable supply despite challenging raw material and logistics conditions, which led to higher sales of electronic materials and fragrance materials.
  11. FY2022-Q2AdvancedAnnual report

    「Raw material procurement was extremely challenging due to supply shortages and soaring prices resulting from the global economic recovery, as well as delays caused by a shortage of container ships and labor shortages at overseas ports. However, the company focused on securing raw materials from multiple suppliers and communicating with customers and shipping companies. As a result of its efforts to ensure stable supply, sales increased for both electronic materials and fragrance materials.」

    In the chemicals business, the company secured raw materials from multiple suppliers and strengthened coordination with customers and shipping companies, resulting in higher sales of electronic materials and fragrance materials despite challenging procurement conditions.
  12. FY2022-Q1AdvancedAnnual report

    「Demand for electronic materials also increased, as described above, and sales rose as the company secured raw materials, passed higher raw material costs through to product prices and responded to increased production requirements.」

    The company states that securing raw materials, passing through higher costs and increasing production in the chemicals business led to higher sales.
  13. FY2021RestatedAnnual report

    「・Strengthening quality, development and stable supply capabilities for ultra-high-purity solvents for advanced semiconductors」

    To enhance the competitiveness of the chemicals business, the company continues to prioritize the quality, development and stable supply of ultrapure solvents for advanced semiconductor applications.
  14. FY2021-Q2RestatedAnnual report

    「■Strengthening the chemical products business ・Strengthening quality, development and stable supply capabilities for ultra-high-purity solvents for advanced semiconductors ・Promoting automation and further increasing value added as a chemical-specialty tank terminal」

    To enhance the competitiveness of the chemicals business, the company continues to improve the quality, development and stable supply of ultrapure solvents, as well as automation and value enhancement.
  15. FY2021-Q1RestatedAnnual report

    「・Strengthening quality, development and stable supply capabilities for ultra-high-purity solvents for advanced semiconductors」

    The company continues its policy of emphasizing the quality, development and stable supply of ultra-high-purity solvents for advanced semiconductors to enhance the competitiveness of the chemical products business.
  16. FY2020RestatedAnnual report

    「Strengthening quality, development and stable supply capabilities for ultra-high-purity solvents for advanced semiconductors」

    To enhance the competitiveness of the chemical products business and ensure stability across the company, the company is emphasizing the quality, development and stable supply of ultra-high-purity solvents for advanced semiconductors.
  17. FY2018RestatedAnnual report

    「We are working to reduce costs across the Company in order to build a business foundation that generates stable profits while minimizing the impact of fluctuations in markets and market conditions. At the same time, we will maintain appropriate selling prices commensurate with changes in costs and work to improve profitability.」

    To improve stability across the company, including the chemical products business, the company continues to reduce costs, maintain prices and enhance business competitiveness.
  18. FY2018-Q3RestatedAnnual report

    「We believe it is necessary to further enhance the competitiveness of the Chemicals Business and build an organization capable of maintaining stable performance across the Company in order to minimize the impact of these fluctuations in demand.」

    The company continues its strategy of offsetting demand volatility in the photosensitive materials business by enhancing the competitiveness of the chemical products business and improving stability across the company.
  19. FY2018-Q2RestatedAnnual report

    「We believe it is necessary to further enhance the competitiveness of the Chemicals Business and build an organization capable of maintaining stable performance across the Company in order to minimize the impact of these fluctuations in demand.」

    The company continues its strategy of offsetting demand volatility in the photosensitive materials business by enhancing the competitiveness of the chemical products business and improving stability across the company.
  20. FY2018-Q1RestatedAnnual report

    「We believe it is necessary to further enhance the competitiveness of the Chemicals Business and build an organization capable of maintaining stable performance across the Company in order to minimize the impact of these fluctuations in demand.」

    The company continues its policy of offsetting demand volatility in the photosensitive materials business by enhancing the competitiveness of the chemical products business.
  21. FY2017RestatedAnnual report

    「We believe it is necessary to further enhance the competitiveness of the Chemicals Business and build an organization capable of maintaining stable performance across the Company in order to minimize the impact of these fluctuations in demand.」

    The company continues its policy of offsetting the highly volatile demand in the photosensitive materials business by enhancing the competitiveness of the chemical products business and improving stability across the company.
  22. FY2017-Q3RestatedAnnual report

    「We believe it is necessary to further enhance the competitiveness of the Chemicals Business and build an organization capable of maintaining stable performance across the Company in order to minimize the impact of these fluctuations in demand.」

    The company is reaffirming its strategy of offsetting demand volatility in the photosensitive materials business by enhancing the competitiveness of the chemical products business and improving stability across the company.
  23. FY2017-Q2RestatedAnnual report

    「We believe it is necessary to further enhance the competitiveness of the Chemicals Business and build an organization capable of maintaining stable performance across the Company in order to minimize the impact of these fluctuations in demand.」

    The company is reaffirming its strategy of offsetting demand volatility in the photosensitive materials business by enhancing the competitiveness of the chemical products business and improving stability across the company.
  24. FY2017-Q1RestatedAnnual report

    「We believe it is necessary to further enhance the competitiveness of the Chemicals Business and build an organization capable of maintaining stable performance across the Company in order to minimize the impact of these fluctuations in demand.」

    The company is reaffirming its approach of offsetting demand volatility in the photosensitive materials business through the competitiveness of the chemical products business and improving stability across the company.
  25. FY2016First statedAnnual report

    「We believe it is necessary to further enhance the competitiveness of the Chemicals Business and build an organization capable of maintaining stable performance across the Company in order to minimize the impact of these fluctuations in demand.」

    The company aims to offset the volatility of its growth businesses by strengthening the chemical products business and improve stability across the company.
Moved together

"Expansion of photosensitive materials sales driven by growing demand for semiconductors and displays" moved the same way as this thread, in the same document, in 13 of its 27 moves.

1312111066★123456
  1. ★This thread
  2. 1Expansion of photosensitive materials sales driven by growing demand for semiconductors and displays13×
  3. 2Steady sales of formulated products for electronic materials and growth in business revenue12×
  4. 3Capital Investment in Production Capacity, Production Efficiency and R&D Capabilities11×
  5. 4Development of High-Performance Photosensitive Materials such as ArF and PAG and Expansion of Production Capacity10×
  6. 5Building a Business Foundation for Stable Profit Generation6×
  7. 6Strengthening capabilities as an integrated logistics hub for liquid chemicals and securing stable contracts6×

★ 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
Toyo Gosei's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Results of 2026-11-06: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Building a stable earnings platform by enhancing the competitiveness of the chemical products business | Toyo Gosei Co.,Ltd. (4970) | Komori