Decline in demand for paper containers and foreign exchange impact on imported base paper prices
First written in FY2016. 17 of 34 entries say "Materialised", first in FY2017-Q1. Latest entry: FY2026.
No other company in this theme has enough history to compare yet.
- FY2026RestatedAnnual report
「In addition to pursuing selling-price revisions in response to higher procurement costs for base paper sourced in Japan and overseas, various materials, and logistics, the company expanded sales and developed new sales channels, bringing revenue to ¥9,206 million, up 7.4% year on year.」
Although costs for base paper, various materials, and logistics continued to rise, selling-price revisions, expanded sales, and the development of new sales channels increased paper containers revenue. - 2026-04-23RestatedEarnings
「In addition to pursuing selling-price revisions in response to higher procurement costs for base paper sourced in Japan and overseas, various materials, and logistics, the company expanded sales and developed new sales channels, bringing revenue to ¥9,206 million, up 7.4% year on year.」
原紙・諸資材・物流費の上昇と販売価格改定による対応が続いている。 - FY2026-H1RestatedAnnual report
「In addition to pursuing selling-price revisions in response to higher procurement costs for base paper sourced in Japan and overseas, various materials, and logistics, the company also secured new sales channels, bringing revenue to ¥4,734 million, up 6.5% year on year.」
Although higher costs for base paper, various materials, and logistics and the response through price revisions continued, revenue increased due partly to the acquisition of new sales channels. The risk of higher costs itself remains. - FY2025-Q1WorsenedAnnual report
「Although total sales weight was roughly unchanged from the previous year, revenue came to ¥2,150 million, up 5.5% year on year, as the company pursued selling-price revisions in response to procurement costs for base paper affected by further yen depreciation and higher prices for some base paper, as well as surging logistics costs due to the 2024 logistics problem, energy costs, and prices of various materials.」
The weaker yen, base paper prices, the 2024 logistics problem, and surging energy and materials prices simultaneously emerged as cost drivers for base paper, logistics, and other items, and the company is responding through selling-price revisions. - FY2024WorsenedAnnual report
「Further yen depreciation and its persistence have driven base paper costs even higher, while logistics costs have also surged.」
The paper containers business reported a further increase in base paper costs as the weaker yen became entrenched, along with surging logistics costs, expanding cost risks. - FY2024-Q3RestatedAnnual report
「Although procurement costs for base paper, the main raw material for its products, surged amid the sharp depreciation of the yen and other factors, efforts to adjust selling prices and sales of filling machines for paper containers contributed to revenue of ¥6,635 million, up 20.3% year on year.」
Although higher base paper procurement costs due to the weaker yen and other factors continued, selling-price adjustments and filling machine sales lifted paper containers revenue by 20.3% year on year. - FY2024-Q2RestatedAnnual report
「Although procurement costs for base paper, the main raw material for its products, surged amid the sharp depreciation of the yen and other factors, efforts to adjust selling prices and sales of filling machines for paper containers contributed to revenue of ¥4,452 million, up 22.0% year on year.」
Although higher base paper procurement costs due to the weaker yen and other factors continued, selling-price adjustments and filling machine sales lifted revenue by 22.0% year on year. - FY2024-Q1WorsenedAnnual report
「Although procurement costs for base paper, the main raw material for its products, surged amid the sharp depreciation of the yen and other factors, the company pursued selling-price adjustments in response, bringing revenue to ¥2,037 million, up 13.0% year on year.」
The surge in base paper procurement costs caused by the sharp depreciation of the yen and other factors became evident, while the company responded through selling-price adjustments. - FY2023-Q3RestatedAnnual report
「The company is pursuing selling-price adjustments in response to higher procurement costs for base paper, the main raw material for its products, bringing revenue to ¥5,516 million (－% year on year).」
Higher procurement costs for base paper and efforts to offset them through selling-price adjustments have continued. - FY2023-Q1WorsenedAnnual report
「The company is pursuing selling-price adjustments in response to surging prices for overseas-produced base paper, the main raw material for its products, bringing revenue to ¥1,803 million (down －% year on year).」
The surge in prices for overseas-produced base paper became evident, and the company is responding through selling-price adjustments. Year-on-year paper containers revenue is not presented for comparison due to the impact of changes in accounting standards. - FY2022-Q3WorsenedAnnual report
「Although filling machines were sold, declining orders from major users also contributed to revenue of ¥5,456 million, down 1.3% year on year.」
Orders from major users continued to decline, and paper containers revenue fell 1.3% year on year despite filling machine sales. - FY2022-Q2MaterialisedAnnual report
「Although filling machines were sold, declining orders from major users also contributed to revenue of ¥3,771 million, up 0.2% year on year.」
Orders from major users continued to decline, and demand for paper containers remained weak. However, filling machine sales lifted revenue by 0.2% year on year. - FY2022-Q1MaterialisedAnnual report
「Although demand for household consumption remained firm, declining orders from major users resulted in revenue of ¥1,807 million, down 1.3% year on year.」
Although demand for household consumption remained firm, declining orders from major users resulted in a 1.3% year-on-year decline in paper containers revenue, and weakness in demand and orders continued. - FY2021MaterialisedAnnual report
「Orders for school milk declined due to the temporary closure of elementary schools, while office demand in metropolitan areas also fell due to telework and other factors, resulting in revenue of ¥7,252 million, down 2.0% year on year.」
The decline in demand for school milk and metropolitan offices was reflected in a 2.0% year-on-year decline in full-year revenue. - FY2021-Q3MaterialisedAnnual report
「Orders for school milk declined due to the temporary closure of elementary schools, while office demand in metropolitan areas also fell due to telework and other factors, resulting in revenue of ¥5,530 million, down 4.9% year on year.」
Demand for school milk and offices in metropolitan areas continued to decline, resulting in a 4.9% year-on-year decline in paper containers revenue. - FY2021-Q2Continued demand decline and domestic sourcing of base paperAnnual report
「Orders for school milk declined due to the temporary closure of elementary schools, as did office demand in metropolitan areas due to telework and other factors, but demand for household consumption supported revenue of ¥3,765 million, down 3.5% year on year. As a result, we will reduce our dependence on overseas procurement of base paper and establish Japan's first fully integrated domestic production system for beverage paper containers, from papermaking to cartons. Through these efforts, we will contribute to further initiatives for safety and security and to the realization of an ideal circular society for paper-container recycling.」
Although demand for school milk and metropolitan-office space continued to decline, the capital alliance with Oji Holdings set out a policy of reducing dependence on overseas procurement of base paper and advancing fully integrated domestic production. - FY2021-Q1MaterialisedAnnual report
「Although orders for school milk declined due to the temporary closure of elementary schools, demand for stay-at-home consumption supported revenue, which came to ¥1,832 million, down 3.8% year on year.」
Although orders for school milk, one of the key sources of demand, declined and were reflected in the results, stay-at-home consumption at home partly offset the impact, with revenue declining 3.8% year on year. - FY2020MitigatedAnnual report
「Orders increased through expanded sales to major users, while adjustments to selling prices in response to higher raw material and logistics costs also contributed, bringing revenue to ¥7,403 million, up 5.1% year on year.」
Expanded sales to major users and selling-price adjustments lifted paper containers revenue by 5.1% year on year, reducing the impact of the revenue decline caused by weak demand in the current fiscal year. - FY2020-Q3RestatedAnnual report
「Orders increased through expanded sales to major users, while adjustments to selling prices in response to higher raw material and logistics costs also contributed, bringing revenue to ¥5,816 million, up 4.6% year on year.」
Expanded sales to major users and selling-price adjustments lifted paper containers revenue by 4.6% year on year. The company continued to respond through higher orders and price adjustments. - FY2020-Q2RestatedAnnual report
「Orders increased through expanded sales to major users, while adjustments to selling prices in response to higher raw material and logistics costs also contributed, bringing revenue to ¥3,902 million, up 1.9% year on year.」
Expanded sales to major users and selling-price adjustments lifted paper containers revenue by 1.9% year on year. As in the previous quarter, the company responded to weak demand by increasing orders and revising prices. - FY2020-Q1Revenue recovery through higher orders and price revisionsAnnual report
「Orders from major users increased, and price revisions in response to higher raw material and logistics costs also contributed, bringing revenue to ¥1,904 million, up 1.2% year on year.」
Higher orders from major users and price revisions in response to higher raw material and logistics costs lifted paper containers revenue by 1.2% year on year. - FY2019MaterialisedAnnual report
「Shipments remained sluggish due to declining orders from major users and the progress some users made in switching to newly shaped containers, resulting in revenue of ¥7,046 million, down 3.3% year on year.」
Declining orders from major users and the shift to newly shaped containers resulted in a 3.3% year-on-year decline in paper containers revenue. - FY2019-Q3MaterialisedAnnual report
「Shipments of paper containers remained sluggish due to declining orders from major users and the shift by some users to newly shaped containers, resulting in revenue of ¥5,559 million, down 4.0% year on year.」
Declining orders from major users and the shift to newly shaped containers resulted in a 4.0% year-on-year decline in paper containers revenue, and weak demand continued. - FY2019-Q2MaterialisedAnnual report
「Shipments of paper containers remained sluggish due to declining orders from major users and the shift by some users to newly shaped containers, resulting in revenue of ¥3,830 million, down 4.8% year on year.」
Declining orders from major users and the shift to newly shaped containers resulted in a 4.8% year-on-year decline in paper containers revenue. - FY2019-Q1MaterialisedAnnual report
「Shipments of paper containers remained sluggish due to declining orders from major users and the shift by some users to newly shaped containers, resulting in revenue of ¥1,881 million, down 6.1% year on year.」
Weak demand for paper containers and the shift to newly shaped containers continued to manifest as lower orders from major users, sluggish shipments, and a 6.1% year-on-year decline in revenue. - FY2018MaterialisedAnnual report
「The paper containers market is generally contracting due to changes in the social environment and the emergence of containers made from other materials. The market environment is also changing as newly shaped containers become more widespread.」
The contraction of the paper containers market and the shift to newly shaped containers continued, with full-year revenue declining 3.1% year on year to ¥7,283 million. - FY2018-Q3MaterialisedAnnual report
「Although filling machines for small cartons were sold, shipments of paper containers remained sluggish due partly to some users switching to newly shaped containers, resulting in revenue of ¥5,791 million, down 1.9% year on year.」
Shipments of paper containers remained sluggish due partly to the shift to newly shaped containers, and revenue also declined 1.9% year on year. - FY2018-Q2MaterialisedAnnual report
「Although filling machines for small cartons were sold, shipments of paper containers remained sluggish due partly to some users switching to newly shaped containers, resulting in revenue of ¥4,023 million, down 1.5% year on year.」
Shipments of paper containers remained sluggish due partly to the shift to newly shaped containers, and revenue also declined 1.5% year on year. - FY2018-Q1MaterialisedAnnual report
「Although shipments of paper containers remained sluggish due partly to some users switching to newly shaped containers, sales of filling machines for small cartons resulted in revenue of ¥2,003 million, up 2.2% year on year.」
Shipments of paper containers remained sluggish due partly to the shift to newly shaped containers, and weak demand continued. However, sales of filling machines for small cartons lifted revenue by 2.2% year on year. - FY2017MaterialisedAnnual report
「Amid generally weak market demand and sluggish shipment volumes for paper containers, the spread of newly shaped containers and the absence of sales of filling machines for small cartons, which had contributed in the previous fiscal year, among other factors, resulted in revenue of ¥7,518 million, down 6.9% year on year.」
Weak demand in the paper containers market was reflected in sluggish shipment volumes and a 6.9% year-on-year decline in full-year revenue. - FY2017-Q3MaterialisedAnnual report
「Amid generally weak market demand and sluggish shipment volumes for paper containers, the absence of sales of filling machines for small cartons, which had contributed in the previous fiscal year, resulted in revenue of ¥5,904 million, down 5.9% year on year.」
Weak demand in the paper containers market continued to be reflected in sluggish shipment volumes and a 5.9% year-on-year decline in revenue in the first 3 quarters. - FY2017-Q2MaterialisedAnnual report
「Amid generally weak market demand and sluggish shipment volumes for paper containers, the absence of sales of filling machines for small cartons, which had contributed in the previous fiscal year, resulted in revenue of ¥4,083 million, down 6.8% year on year.」
Weak demand in the paper containers market continued to be reflected in sluggish shipment volumes and a 6.8% year-on-year decline in revenue in the quarter. - FY2017-Q1MaterialisedAnnual report
「Amid generally sluggish shipment volumes for paper containers, the absence of sales of filling machines for small cartons also resulted in revenue of ¥1,961 million, down 10.7% year on year.」
Sluggish demand for paper containers was reflected in lower shipments and revenue in the quarter. - FY2016First statedAnnual report
「Demand for paper containers has been on a declining trend for the past several years. We will accurately identify market and customer trends, rebuild an efficient production system, and actively develop demand in new fields. In addition, because exchange-rate fluctuations in the procurement of base paper have a significant impact on earnings, we will pursue a business model that can hedge foreign-exchange risk.」
The company identifies declining demand and the impact of foreign exchange on base paper procurement costs as key challenges for the paper containers business.