Komori
Torex Semiconductor (6616) · RiskMitigated

Foreign exchange fluctuation risk associated with overseas sales of approximately 70%

First written in FY2016. 10 of 36 entries say "Worsened", first in FY2017-Q1. Latest entry: FY2026.

36entries
11years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2017-Q3 – FY2018-Q3WorsenedFY2023-Q3 – FY2024MitigatedFY2025-H1 – FY20262016: 320162017: 320172018: 420182019: 320192020: 420202021: 420212022: 420222023: 320232024: 320242025: 220252026: 32026
Same theme, other companies
Rising Dependence on Overseas Sales and Performance Risk from Foreign Exchange FluctuationsA theme 75 companies write about · 74 as a headwind · 0 as a tailwind

Torex Semiconductor moved to the "Worse" side of this theme in 2019, 3 years after the typical company in this theme (2016).

The whole theme swung hardest in 2019: 29 of 63 companies on the "Worse" side.

17 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.
Showing 14 of the 75 companies compared. The sentences above are computed from all 75.
Full recordFilings, disclosures and news, newest first
  1. FY2026MitigatedAnnual report

    「Ordinary profit was ¥1.268 billion, compared with an ordinary loss of ¥820 million in the same period of the prior year. The main factors behind the recovery from the loss included an increase in operating profit and the recognition of a foreign exchange gain resulting from the weaker yen.」

    Although foreign exchange exposure associated with overseas sales accounting for approximately 70% of revenue continued, the foreign exchange loss of ¥271.886 million in the prior year turned into a ¥163.604 million foreign exchange gain in the current year, contributing to the recovery in ordinary income.
  2. FY2026-H1MitigatedAnnual report

    「Foreign exchange loss 31,393」

    Although foreign exchange exposure associated with exchange-rate movements from overseas sales accounting for approximately 70% of revenue continued, the foreign exchange loss decreased substantially to ¥31.393 million from ¥330.227 million in the same interim period of the prior year.
  3. FY2025MitigatedAnnual report

    「Foreign exchange loss 271,886」

    Although foreign exchange exposure associated with overseas sales accounting for approximately 70% of revenue continued, the full-year foreign exchange loss decreased to ¥271 million from ¥643 million in the prior year.
  4. FY2025-H1MitigatedAnnual report

    「Foreign exchange loss 330,227」

    Although foreign exchange exposure associated with overseas sales continued, the foreign exchange loss decreased to ¥330.227 million from ¥344.535 million in the same interim period of the prior year.
  5. FY2024WorsenedAnnual report

    「Foreign exchange loss 643,309」

    With foreign exchange exposure associated with overseas sales accounting for approximately 70% of revenue continuing, a foreign exchange loss of ¥643 million was recognized for the full year.
  6. FY2024-Q3WorsenedAnnual report

    「In non-operating activities, a foreign exchange loss arose from foreign exchange contracts.」

    Amid continued foreign exchange exposure associated with exchange-rate movements from overseas sales accounting for approximately 70% of revenue, a ¥475.670 million foreign exchange loss arose from foreign exchange contracts, up from ¥231.363 million for the previous nine-month period.
  7. FY2024-Q2WorsenedAnnual report

    「In non-operating activities, a foreign exchange loss arose from foreign exchange contracts. Foreign exchange loss 344,535」

    Amid continued foreign exchange exposure associated with exchange-rate movements from overseas sales accounting for approximately 70% of revenue, a ¥344.535 million foreign exchange loss arose from foreign exchange contracts. This increased from the ¥231.363 million loss for the previous nine-month period. Market risk was quantified and materialized in the results.
  8. FY2024-Q1WorsenedAnnual report

    「Foreign exchange loss 231,363」

    Amid continued foreign exchange exposure associated with overseas sales accounting for approximately 70% of revenue, the foreign exchange loss increased substantially from ¥551,000 in the same period of the prior year to ¥231 million.
  9. FY2023-Q3WorsenedAnnual report

    「Foreign exchange loss 47,842」

    Amid continued foreign exchange exposure associated with exchange-rate movements from overseas sales accounting for approximately 70% of revenue, the foreign exchange gain in the same period of the prior year turned into a ¥47.842 million foreign exchange loss in the nine months ended in the third quarter.
  10. FY2023-Q2Turned into and increased as a foreign exchange gainAnnual report

    「Foreign exchange gain 100,190」

    The foreign exchange losses of ¥98.574 million in the same period of the prior year and ¥551,000 in the previous quarter turned into a ¥100.190 million foreign exchange gain in the six months ended in the second quarter. No change in the foreign exchange exposure itself associated with overseas sales was disclosed.
  11. FY2023-Q1Turned into a foreign exchange lossAnnual report

    「Foreign exchange loss 551」

    Amid continued foreign exchange exposure associated with exchange-rate movements from overseas sales accounting for approximately 70% of revenue, the foreign exchange gain of ¥27.143 million in the same period of the prior year turned into a ¥551,000 foreign exchange loss, which was recognized in the first quarter.
  12. FY2022MitigatedAnnual report

    「Foreign exchange gain ¥185.333 million」

    Although foreign exchange exposure associated with overseas sales accounting for approximately 70% of revenue continued, the foreign exchange loss of ¥46.077 million in the prior year turned into a ¥185.333 million foreign exchange gain in the current year.
  13. FY2022-Q3Increase in foreign-exchange gainsAnnual report

    「Foreign exchange gain 17,975」

    Although foreign exchange exposure associated with exchange-rate movements from overseas sales continued, the foreign exchange loss of ¥197.394 million in the same period of the prior year turned into a foreign exchange gain, which also increased from the ¥15.859 million gain in the previous quarter.
  14. FY2022-Q2Decline in Foreign Exchange GainsAnnual report

    「Foreign exchange gain 15,859」

    The foreign exchange gain, which followed the foreign exchange loss in the same period of the prior year, continued, but the amount decreased compared with the end of the prior fiscal year and the previous quarter. No change in the foreign exchange exposure itself associated with overseas sales was disclosed.
  15. FY2022-Q1MitigatedAnnual report

    「Foreign exchange gain 27,143」

    Although foreign exchange exposure associated with overseas sales accounting for approximately 70% of revenue continued, the foreign exchange loss in the same period of the prior year turned into a foreign exchange gain, which was recognized in the first quarter.
  16. FY2021WorsenedAnnual report

    「Overseas sales accounted for approximately 70% of the group's consolidated revenue for the fiscal year, indicating a tendency to be affected by exchange-rate movements. …Foreign exchange loss 46,077」

    Foreign exchange exposure associated with overseas sales accounting for approximately 70% of revenue continued, and the foreign exchange loss increased to ¥46.077 million from ¥37.541 million in the prior year.
  17. FY2021-Q3WorsenedAnnual report

    「Foreign exchange loss 197,394」

    The foreign exchange loss for the nine months ended in the third quarter was ¥197.394 million, up from ¥43.759 million in the same period of the prior year and ¥98.574 million for the previous nine-month period.
  18. FY2021-Q2WorsenedAnnual report

    「Foreign exchange loss 98,574」

    The foreign exchange loss for the six months ended in the second quarter was ¥98.574 million, up from ¥62.582 million in the same period of the prior year and ¥26.701 million in the previous quarter.
  19. FY2021-Q1Narrowing of Foreign Exchange LossesAnnual report

    「Foreign exchange loss 26,701」

    Although a foreign exchange loss was incurred, it decreased to ¥26.701 million from ¥78.589 million in the same period of the prior year. Foreign exchange exposure associated with overseas sales continues.
  20. FY2020MaterialisedAnnual report

    「This was due to a foreign exchange gain in the prior year turning into a ¥37 million foreign exchange loss in the current year.」

    With foreign sales accounting for approximately 70% of revenue, foreign exchange exposure remained, and the foreign exchange gain in the prior year turned into a ¥37 million foreign exchange loss in the current year.
  21. FY2020-Q3MaterialisedAnnual report

    「Foreign exchange loss of ¥43.759 million」

    The company changed from a foreign exchange gain of ¥271.692 million in the same period of the previous year to a foreign exchange loss in the current third-quarter cumulative consolidated period. The impact of foreign exchange movements associated with overseas sales is reflected in the results.
  22. FY2020-Q2MaterialisedAnnual report

    「Foreign exchange loss 62,582」

    The company changed from a foreign exchange gain of ¥366.407 million in the same period of the previous year to a foreign exchange loss of ¥62.582 million in the current second-quarter cumulative consolidated period. The impact of foreign exchange movements associated with overseas sales is reflected in the results.
  23. FY2020-Q1MaterialisedAnnual report

    「Foreign exchange loss 78,589」

    The company changed from a foreign exchange gain of ¥235.806 million in the same period of the previous year to a foreign exchange loss of ¥78.589 million in the current first-quarter cumulative consolidated period. The impact of foreign exchange movements associated with overseas sales is reflected in the results.
  24. FY2019-Q3Continued foreign-exchange gainsAnnual report

    「Foreign exchange gain of ¥271.692 million」

    Following a foreign exchange gain of ¥33.842 million in the same period of the previous year, a foreign exchange gain was also recorded for the current third-quarter cumulative consolidated period. No change in the foreign exchange exposure itself associated with overseas sales was disclosed.
  25. FY2019-Q2Further expansion of the foreign exchange gainAnnual report

    「Foreign exchange gain of ¥366.407 million」

    The foreign exchange gain increased from ¥14.479 million in the same period of the previous year and ¥235.806 million in the previous quarter, and a foreign exchange gain was also recorded for the current second-quarter cumulative consolidated period. No change in the foreign exchange exposure itself associated with overseas sales was disclosed.
  26. FY2019-Q1Increase in foreign exchange gainsAnnual report

    「Foreign exchange gain of ¥235.806 million」

    The foreign exchange gain increased from ¥11.222 million in the same period of the previous year, and a foreign exchange gain was also recorded for the current first-quarter cumulative period. No change in the foreign exchange exposure itself associated with overseas sales was disclosed.
  27. FY2018MitigatedAnnual report

    「This was attributable in part to a ¥98 million decrease in the foreign exchange loss from the previous fiscal year.」

    Foreign exchange exposure associated with overseas sales accounting for approximately 70% of revenue remains in place, but the full-year foreign exchange loss was ¥235.540 million, down ¥98 million from the previous fiscal year, and hedging through forward exchange contracts and other measures is continuing.
  28. FY2018-Q3Continued and increased foreign exchange gainsAnnual report

    「Foreign exchange gain of ¥33.842 million」

    The company shifted from a foreign exchange loss in the same period of the previous year and recorded a foreign exchange gain for the second consecutive quarter.
  29. FY2018-Q2Continued foreign-exchange gainsAnnual report

    「Foreign exchange gain of ¥14.479 million」

    Following a foreign exchange loss of ¥641.979 million in the same period of the previous year and a foreign exchange gain in the previous quarter, the company also recorded a foreign exchange gain for the current cumulative quarter. No change in the foreign exchange exposure itself associated with overseas sales was disclosed.
  30. FY2018-Q1Conversion to a foreign exchange gain during the quarterAnnual report

    「Foreign exchange gain of ¥11.222 million」

    The company recorded a foreign exchange gain rather than a foreign exchange loss during the quarter. No change in the proportion of overseas sales or in the foreign exchange exposure itself was disclosed.
  31. FY2017-Q3RestatedAnnual report

    「Foreign exchange loss of ¥211.738 million」

    A foreign exchange loss was also recorded for the third-quarter cumulative period, continuing to quantify the impact of foreign exchange movements associated with overseas sales.
  32. FY2017-Q2WorsenedAnnual report

    「Foreign exchange loss of ¥641.979 million」

    A foreign exchange loss of ¥641.979 million was recorded for the second-quarter cumulative period, continuing to quantify the impact of foreign exchange movements.
  33. FY2017-Q1WorsenedAnnual report

    「Foreign exchange loss of ¥580.273 million」

    A foreign exchange loss of ¥580.273 million was recorded as a non-operating expense during the quarter, deteriorating from a foreign exchange gain in the same period of the previous year.
  34. FY2016First statedAnnual report

    「Overseas sales accounted for approximately 70% of the group's consolidated revenue during the fiscal year, and the group tends to be affected by foreign exchange movements.」

    The company is working to mitigate the impact through forward exchange contracts and other measures, but recorded a foreign exchange loss of ¥168 million during the period, which was cited as a factor behind the decline in ordinary income.
Moved together

"Priority expansion into industrial, automotive, and medical equipment" moved the same way as this thread, in the same document, in 13 of its 36 moves.

131211985★123456
  1. ★This thread
  2. 1Priority expansion into industrial, automotive, and medical equipment13×
  3. 2Operating Profit, Ordinary Profit and Net Income Decline Despite Sales Growth12×
  4. 3Slowing Semiconductor Demand and Fluctuations in Product Demand11×
  5. 4Political, Institutional and Regulatory Change Risks Associated with Overseas Expansion9×
  6. 5R&D and Capital Expenditures, and Optimization of Assets and Invested Capital8×
  7. 6Incorporating Core and Production Technologies through Strategic Alliances5×

★ 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 Torex Semiconductor yet. It last moved in the Earnings presentation of 2026-05-20: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Foreign exchange fluctuation risk associated with overseas sales of approximately 70% | TOREX SEMICONDUCTOR LTD. (6616) | Komori