Increased orders for processed products and related businesses, primarily driven by IT-related demand
First written in FY2018-Q3. 3 of 20 entries say "Restated". Latest entry: 2026-08-06.
No other company in this theme has enough history to compare yet.
- 2026-08-06AdvancedEarnings presentation materials
「Demand related to IT and data centers is expanding」
The company cited a long-term outlook for expanding IT and data-center-related demand and efforts to capture that demand in its domestic flat-rolled products business. - FY2024-Q3Wider profit growth driven by the recovery in automotive demand and the launch of new modelsAnnual report
「Due to the recovery in demand from the semiconductor shortage in automotive-related fields and the effects of new model launches in North America, among other factors, revenue was ¥157,947 million, up 1.5% year on year, and operating income was ¥3,537 million, up 170.6%.」
For processed products and related businesses, which had reported losses due to lower North American automotive production and inflation in the previous fiscal year, higher revenue and higher profit continued as a result of the recovery in demand and the launch of new models in North America, with operating profit up 170.6% year on year. - FY2024-Q2RestatedAnnual report
「Due to a recovery in demand from the semiconductor shortage in automotive-related fields and the launch of new models in North America, revenue was ¥103,920 million, up 1.5% year on year, and operating income was ¥2,116 million, up 73.3%.」
For processed products and related businesses, which had reported a loss due to lower North American automotive production and inflation in the previous fiscal year, higher revenue and higher profit driven by the recovery in demand and the launch of new models in North America continued. - FY2024-Q1Higher profit driven by the recovery in automotive demand and the launch of new models in North AmericaAnnual report
「Due to a recovery in demand from the semiconductor shortage in automotive-related fields and the launch of new models in North America, revenue was ¥51,296 million, up 5.7% year on year, and operating income was ¥855 million, up 123.8%.」
For processed products and related businesses, which had reported a loss due to lower North American automotive production and inflation in the previous fiscal year, the recovery in demand and the launch of new models in North America resulted in a shift to higher revenue and higher profit. - FY2023-Q3Losses continue, and the loss amounts widenAnnual report
「Driven by strong sales of air-conditioning-related products and higher aluminum ingot prices, revenue rose 24.1% year on year to ¥147,115 million. Operating results, however, were a loss of ¥116 million, compared with profit of ¥263 million in the year-earlier period, mainly due to lower automotive production in North America and higher costs resulting from inflation.」
Revenue increased on strong sales of air-conditioning-related products and other factors, while lower North American automotive production and higher costs resulting from inflation and other factors resulted in an operating loss of ¥116 million, widening the loss from ¥34 million in the previous quarter. - FY2023-Q2Losses continue, but the loss amounts narrowAnnual report
「Driven by strong sales of air-conditioning-related products and higher aluminum ingot prices, revenue rose 24.9% year on year to ¥95,574 million. Operating results, however, were a loss of ¥34 million, compared with profit of ¥158 million in the year-earlier period, mainly due to lower automotive production in North America and higher costs resulting from inflation.」
Revenue increased on strong sales of air-conditioning-related products and other factors, while lower North American automotive production and higher costs resulting from inflation resulted in an operating loss of ¥34 million. The loss narrowed from the ¥213 million loss in the first quarter, but the business remained loss-making. - FY2023-Q1Processed products business turns loss-making due to lower North American automotive production and inflationAnnual report
「Driven by strong sales of air-conditioning-related products and higher aluminum ingot prices, revenue rose 38.2% year on year to ¥47,026 million. Operating results, however, were a loss of ¥213 million, compared with profit of ¥158 million in the year-earlier period, mainly due to lower automotive production in North America and higher costs resulting from inflation.」
Revenue increased on strong sales of air-conditioning-related products and other factors, while processed products and related businesses changed from operating profit in the year-earlier period to an operating loss of ¥213 million due to lower North American automotive production and higher costs resulting from inflation and other factors. - FY2022RestatedAnnual report
「Revenue trended higher year on year as the automotive and air-conditioning-related fields, in particular, recovered from the impact of the decline in demand caused by the spread of COVID-19, but was ¥164,757 million, down 0.2% year on year, due to the impact of applying the revenue recognition accounting standard and other standards from the current consolidated fiscal year. Operating profit also improved as demand recovered from the impact of COVID-19, rising to ¥1,073 million from an operating loss of ¥569 million in the previous fiscal year.」
The recovery in demand in the automotive and air-conditioning-related fields enabled processed products and related businesses to change from an operating loss in the previous fiscal year to operating profit of ¥1,073 million. - FY2022-Q3Wider operating profit as recovery continuesAnnual report
「Signs of improvement from the impact of the spread of COVID-19, mainly in the automotive and air-conditioning-related fields, resulted in operating profit of ¥263 million, compared with an operating loss of ¥712 million in the year-earlier period.」
The recovery in the automotive and air-conditioning-related fields continued, enabling processed products and related businesses to change from an operating loss in the year-earlier period to operating profit of ¥263 million. - FY2022-Q2RestatedAnnual report
「Signs of improvement from the impact of the spread of COVID-19, mainly in the automotive and air-conditioning-related fields, resulted in operating profit of ¥158 million, compared with an operating loss of ¥1,049 million in the year-earlier period.」
The recovery in the automotive and air-conditioning-related fields enabled processed products and related businesses to change from an operating loss in the year-earlier period to operating profit. The recovery and return to profitability reported in the previous quarter continued. - FY2022-Q1Return to operating profitability driven by the recovery in automotive demandAnnual report
「Signs of improvement from the impact of the spread of COVID-19, mainly in the automotive field, resulted in operating profit of ¥158 million, compared with an operating loss of ¥235 million in the year-earlier period.」
Processed products and related businesses improved from the impact of COVID-19, mainly in the automotive field, changing from an operating loss in the year-earlier period to operating profit of ¥158 million. - FY2021-Q3Losses continue, but the loss amounts narrowAnnual report
「Although some fields showed signs of recovery or improvement as the spread of COVID-19 continued, lower sales in fields such as automotive and air-conditioning-related products resulted in revenue of ¥122,068 million for the nine-month period ended the third quarter, down 15.1% year on year, and an operating loss of ¥712 million, compared with operating profit of ¥2,525 million in the year-earlier period.」
Sales of automotive and air-conditioning-related products and other items continued to decline, resulting in an operating loss of ¥712 million in processed products and related businesses. The loss narrowed from the ¥1,049 million operating loss in the previous quarter, but the business remained loss-making compared with operating profit in the year-earlier period. - FY2021-Q2Wider loss due to lower salesAnnual report
「As the impact of the spread of COVID-19 continued and sales in fields such as automotive and air-conditioning-related products declined, revenue in processed products and related businesses fell 19.8% year on year to ¥77,939 million, resulting in an operating loss of ¥1,049 million, compared with operating profit of ¥1,183 million in the year-earlier period.」
Sales of automotive and air-conditioning-related products and other items continued to decline, resulting in a 19.8% year-on-year drop in revenue in processed products and related businesses and an operating loss of ¥1,049 million. The loss widened from the ¥235 million operating loss in the previous quarter. - FY2021-Q1Lower automotive and air-conditioning-related sales due to COVID-19 and a shift into the redAnnual report
「Due to lower sales in fields such as automotive and air-conditioning-related products affected by the spread of COVID-19, revenue in processed products and related businesses fell 19.4% year on year to ¥39,384 million, resulting in an operating loss of ¥235 million, compared with operating profit of ¥210 million in the year-earlier period.」
The spread of COVID-19 reduced sales of automotive and air-conditioning-related products and other items, resulting in a 19.4% year-on-year decline in revenue in processed products and related businesses and an operating loss of ¥235 million. - FY2020-Q3Higher operating profit driven by cost reductionsAnnual report
「Despite steady performance by battery materials and air-conditioning-related products, revenue in processed products and related businesses fell 2.5% year on year to ¥143,768 million due to lower revenue in the processed products businesses in Japan and the United States, among other factors. Operating profit, however, rose 4.6% to ¥2,525 million on cost reductions and other factors.」
Revenue in the business fell 2.5% year on year due to lower revenue in the processed products businesses in Japan and the United States, while operating profit rose 4.6% on cost reductions and other factors. Profitability has turned upward after declining through the previous quarter. - FY2020-Q2Continued profit decline due to lower revenue in the processed products businessAnnual report
「Although revenue declined in the processed products businesses in Japan and the United States, strong performance by heat-exchanger materials, battery materials and air-conditioning-related products contributed to revenue of ¥97,175 million for the six-month period ended the second quarter, up 0.1% year on year. Operating profit, however, fell 21.2% to ¥1,183 million, affected by lower revenue in the relatively profitable processed products business.」
Strong performance by heat-exchanger materials, battery materials and air-conditioning-related products kept total business revenue broadly in line with the year-earlier period, but operating profit fell 21.2% year on year due to lower revenue in the processed products businesses in Japan and the United States. - FY2020-Q1Continued profit decline due to lower revenue in the processed products businessAnnual report
「Although revenue declined in the processed products businesses in Japan and the United States, strong performance by heat-exchanger materials, battery materials and air-conditioning-related products contributed to revenue of ¥48,881 million for the three-month period ended the first quarter, up 0.6% year on year. Operating profit, however, fell 69.7% to ¥210 million, affected by lower revenue in the relatively profitable processed products business.」
Operating profit in processed products and related businesses fell 69.7% year on year due to lower revenue in the processed products businesses in Japan and the United States. Heat-exchanger materials, battery materials and air-conditioning-related products performed steadily. - FY2019-Q3Sharp decline in demand for IT materials and deterioration in profitabilityAnnual report
「Operating profit was ¥13,917 million, down 40.3% year on year, and ordinary profit was ¥7,125 million, down 54.4%, due to a sharp decline in demand for the company's core IT materials and thick plate for liquid crystal and semiconductor manufacturing equipment, delays in cost reductions and higher manufacturing costs resulting from the decline in demand and the impact of natural disasters, and the occurrence of one-off factors such as equipment failures during the third quarter.」
Following the previously reported decline in IT-related demand, the company now states that demand for IT materials and thick plate for liquid crystal and semiconductor manufacturing equipment declined sharply, becoming a factor behind lower profit in the core business. - FY2019-Q2Decline in IT-related demandAnnual report
「Operating profit was ¥1,501 million, down 35.4% year on year, mainly due to deterioration in the product mix resulting from the decline in IT-related demand.」
The previous description of higher orders and profit growth driven by increased IT-related demand has changed this time to a decline in profit in processed products and related businesses due to weaker IT-related demand and a deteriorating product mix. - FY2018-Q3First statedAnnual report
「Driven by higher orders accompanying increased demand, mainly in IT-related applications, and higher metal prices, revenue for the nine-month period ended the third quarter was ¥138,164 million, up 12.8% year on year, and operating profit was ¥3,397 million, up 21.7%.」
In processed products and related businesses, revenue and operating profit exceeded the year-earlier period, supported by higher orders accompanying increased demand, mainly in IT-related applications, and higher metal prices.