Dexerials (4980) · RiskMitigated
Dependence on display products and core products
First written in FY2018. 1 of 2 entries say "Mitigated", first in FY2026. Latest entry: FY2026.
2entries
9years
0from disclosures
How it moved
Same theme, other companies
Sales Dependence on Display-Related ProductsA theme 7 companies write about · 7 as a headwind · 0 as a tailwind
The whole theme swung hardest in 2023: 5 of 6 companies on the "Worse" side.
0 other companies' latest entry also says "Mitigated".
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
- FY2026MitigatedAnnual report
「Amid this business environment, the Group worked to expand a business portfolio less susceptible to changes in the business environment, based on its medium-term management plan.」
In response to its dependence on displays and consumer IT, the company explained that it is shifting its portfolio toward photonics and automotive products as growth areas. However, the risk of delays in this shift continues to be disclosed. - FY2018First statedAnnual report
「A substantial portion of the Group's sales relates to display products.」
The company disclosed the impact on earnings of declining demand in the display industry, substitute technologies, declining competitiveness of core products, and changes in the strategies of major set makers.