Komori
Tohoku Chemical (7446) · FactAdvanced

Recovery in demand related to electronic components and generic pharmaceuticals

First written in FY2016-Q3. 19 of 37 entries say "Advanced", first in FY2017-Q3. Latest entry: 2026-11-13.

37entries
11years
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2017-Q3 – FY2018AdvancedFY2020-Q3 – FY20222016: 220162017: 420172018: 420182019: 420192020: 420202021: 420212022: 420222023: 420232024: 320242025: 220252026: 22026
Same theme, other companies
Recovery in demand from the electronic components and generic pharmaceuticals industriesA theme 1 companies write about · 0 as a headwind · 1 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2025AdvancedAnnual report

    「As a result, total sales increased by ¥1,760 million, or 10.9% year on year, to ¥17,859 million, while segment profit (gross profit) increased by ¥84 million, or 5.3% year on year, to ¥1,662 million.」

    For domestic manufacturers, the Industry segment posted higher sales and profit against a backdrop of the recovery in inbound tourism and capital investment in new plants, despite continued increases in raw material and energy prices and labour shortages.
  2. FY2025-H1ReframedAnnual report

    「Domestic manufacturers performed steadily, as the positive effects of the recovery in inbound tourism and capital investment in new plants outweighed the adverse impact of continuing surges in the prices of various raw materials and energy.」

    The explanation shifted from demand related to semiconductors and electronic components to the recovery in inbound tourism and capital investment in new plants as factors supporting demand among domestic manufacturers. Industry sales increased by 9.7% year on year, while segment profit decreased by 2.4%.
  3. FY2024WorsenedAnnual report

    「This was due to the adverse impact of continuing surges in the prices of various raw materials and energy at semiconductor-related companies, as well as declines in PCR-related equipment, reagents and other products.」

    The explanation states that semiconductor-related companies continued to face adverse conditions from surging raw material and energy prices, while PCR-related equipment and reagents also declined. The commentary thus shifted from the previous description of a recovery in semiconductor capital investment to factors weighing on performance.
  4. FY2024-Q2Restatement of the recovery in semiconductor capital investment under the new segment structureAnnual report

    「Meanwhile, capital investment in the semiconductor industry has begun to pick up.」

    The former theme of demand related to electronic components and semiconductors has been described again under the new Industry segment as a recovery in capital investment by the semiconductor industry.
  5. FY2024-Q1DroppedAnnual report

    「From the cumulative first quarter of the current fiscal year, the method of classifying business segments was reviewed in connection with changes to the company's organisational structure. The reportable segments were changed from the former "Chemical and Industrial Products," "Clinical Laboratory Reagents," "Food" and "Other" to "Industry," "Medical" and "Academia and Life Science."」

    The individual demand commentary on the electronic components industry and generic drug manufacturing in the former segment structure cannot be confirmed in the current quarter's performance commentary by new segment. This does not indicate that the businesses themselves have been discontinued; the descriptions disappeared following the change in reporting classifications.
  6. FY2023WorsenedAnnual report

    「Chemical and industrial products were below the previous consolidated fiscal year, as the electronics industry, including semiconductors, remained in a difficult environment due to product shortages and export restrictions to China. Related equipment was also below the previous consolidated fiscal year. As a result, total sales decreased by ¥834 million, or 4.6% year on year, to ¥17,171 million, while segment profit (gross profit) decreased by ¥72 million, or 4.6% year on year, to ¥1,511 million.」

    Difficult conditions in the electronics industry, including semiconductors, due to product shortages and export restrictions to China continued throughout the year, resulting in lower sales and profit for the chemical and industrial products segment, including related equipment.
  7. FY2023-Q3RestatedAnnual report

    「Chemical and industrial products exceeded the same quarter of the previous year, although the electronics industry, including semiconductors, remained in a difficult environment due to product shortages and export restrictions to China. Related equipment was below the same quarter of the previous year. As a result, total sales decreased by ¥245 million, or 1.8% year on year, to ¥13,512 million, while segment profit (gross profit) decreased by ¥43 million, or 3.6% year on year, to ¥1,165 million.」

    While difficult conditions continued in the electronics industry, including semiconductors, due to product shortages and export restrictions to China, chemical and industrial products exceeded the same quarter of the previous year, but the segment as a whole posted lower sales and profit due to the decline in related equipment.
  8. FY2023-Q2WorsenedAnnual report

    「Chemical and industrial products exceeded the same quarter of the previous year, although the electronics industry, including semiconductors, remained in a difficult environment due to product shortages and export restrictions to China. Related equipment was below the same quarter of the previous year. As a result, total sales decreased by ¥451 million, or 4.7% year on year, to ¥9,213 million, while segment profit (gross profit) decreased by ¥37 million, or 4.4% year on year, to ¥809 million.」

    The electronics industry, including semiconductors, faced difficult conditions due to product shortages and export restrictions to China. Combined with the decline in related equipment, this resulted in lower sales and profit for the segment as a whole.
  9. FY2023-Q1RestatedAnnual report

    「Chemical and industrial products exceeded the same quarter of the previous year, as the electronics industry, including semiconductors, continued to perform steadily. Related equipment was below the same quarter of the previous year. As a result, total sales increased by ¥131 million, or 3.0% year on year, to ¥4,570 million, while segment profit (gross profit) decreased by ¥13 million, or 3.4% year on year, to ¥394 million.」

    The strength of the electronics industry, including semiconductors, continued, and chemical and industrial products posted higher sales. Related equipment, however, was below the same quarter of the previous year, and segment profit declined.
  10. FY2022AdvancedAnnual report

    「Chemical and industrial products exceeded the previous consolidated fiscal year, as the electronics industry, including semiconductors, remained strong. Related equipment was below the previous consolidated fiscal year due to the application of the revenue recognition accounting standards and other factors. As a result, total sales increased by ¥187 million, or 1.1% year on year, to ¥18,005 million, while segment profit (gross profit) increased by ¥172 million, or 12.2% year on year, to ¥1,584 million.」

    The chemical and industrial products segment posted higher sales and profit for the full year due to continued strength in the electronics industry, including semiconductors. Related equipment, however, was below the previous year due to the application of the revenue recognition accounting standards and other factors.
  11. FY2022-Q3AdvancedAnnual report

    「Chemical and industrial products exceeded the same quarter of the previous year, as the electronics industry, including semiconductors, continued to perform steadily. Related equipment was below the same quarter of the previous year due to the application of the revenue recognition accounting standards and other factors. As a result, total sales increased by ¥315 million, or 2.3% year on year, to ¥13,757 million, while segment profit (gross profit) increased by ¥143 million, or 13.4% year on year, to ¥1,209 million.」

    Chemical and industrial products exceeded the same quarter of the previous year due to steady performance in the electronics industry, including semiconductors, resulting in higher sales and profit for the segment as a whole. Related equipment, however, was below the same quarter of the previous year due to the application of the revenue recognition accounting standards and other factors.
  12. FY2022-Q2AdvancedAnnual report

    「Chemical and industrial products exceeded the same quarter of the previous year, as the electronics industry, including semiconductors, continued to perform steadily. Related equipment also exceeded the same quarter of the previous year, partly due to increased orders for analytical instruments. As a result, total sales increased by ¥522 million, or 5.7% year on year, to ¥9,664 million, while segment profit (gross profit) increased by ¥103 million, or 13.9% year on year, to ¥846 million.」

    Against a backdrop of steady performance in the electronics industry, including semiconductors, and increased orders for analytical instruments, the chemical and industrial products segment posted higher sales and profit.
  13. FY2022-Q1AdvancedAnnual report

    「Chemical and industrial products exceeded the same quarter of the previous year, as the electronics industry, including semiconductors, remained firm. Related equipment also exceeded the same quarter of the previous year, partly due to increased orders for analytical instruments. As a result, total sales increased by ¥242 million, or 5.8% year on year, to ¥4,438 million, while segment profit (gross profit) increased by ¥73 million, or 22.0% year on year, to ¥408 million.」

    Against a backdrop of steady performance in the electronics industry, including semiconductors, and increased orders for analytical instruments, the chemical and industrial products segment posted higher sales and profit.
  14. FY2021AdvancedAnnual report

    「Chemical and industrial products exceeded the previous consolidated fiscal year, as the electronics industry, including semiconductors, remained strong. Related equipment significantly exceeded the previous consolidated fiscal year, partly due to increased orders for research equipment and analytical instruments resulting from COVID-19-related special demand, expanded budgets for industrial promotion, and robust capital investment by manufacturers.」

    The electronics industry, including semiconductors, remained strong, while orders for research equipment and analytical instruments also increased significantly due to infection-related special demand, expanded budgets, and capital investment by manufacturers.
  15. FY2021-Q3AdvancedAnnual report

    「Chemical and industrial products exceeded the same quarter of the previous year, as the core electronic components industry remained firm. Related equipment significantly exceeded the same quarter of the previous year, partly due to increased orders for analytical instruments under the Cabinet Office's Regional Revitalization Temporary Grant and other programs. As a result, total sales increased by ¥2,042 million, or 17.9%, to ¥13,441 million, while segment profit (gross profit) increased by ¥120 million, or 12.7%, to ¥1,066 million.」

    Against a backdrop of steady performance in the electronic components industry and increased orders for analytical instruments under the Cabinet Office's Regional Revitalization Temporary Grant and other programs, the chemical and industrial products segment posted higher sales and profit.
  16. FY2021-Q2AdvancedAnnual report

    「Chemical and industrial products exceeded the same quarter of the previous year, as the core electronic components industry remained firm. Related equipment significantly exceeded the same quarter of the previous year, partly due to increased orders for analytical instruments under the Cabinet Office's Regional Revitalization Temporary Grant. As a result, total sales increased by ¥1,408 million, or 18.2%, to ¥9,142 million, while segment profit (gross profit) increased by ¥101 million, or 15.9%, to ¥743 million.」

    In addition to steady performance in the electronic components industry, increased orders for analytical instruments under the Cabinet Office's Regional Revitalization Temporary Grant resulted in higher sales and profit for the chemical and industrial products segment.
  17. FY2021-Q1AdvancedAnnual report

    「Chemical and industrial products exceeded the same quarter of the previous year, as the core electronic components industry remained firm. Related equipment also exceeded the same quarter of the previous year, partly due to an increase in orders for analytical instruments. As a result, total sales increased by ¥542 million, or 14.8%, to ¥4,196 million, while segment profit (gross profit) increased by ¥27 million, or 9.1%, to ¥334 million.」

    In addition to steady performance in the electronic components industry, increased orders for analytical instruments resulted in higher sales and profit for the chemical and industrial products segment.
  18. FY2020AdvancedAnnual report

    「Chemical and industrial products exceeded the previous year, as the core electronic components industry operated steadily despite the impact of COVID-19. Related equipment also exceeded the previous year, although orders were delayed due to the impact of COVID-19.」

    Against a backdrop of stable operations in the electronic components industry, chemical and industrial products exceeded the previous year. Related equipment, where orders had been delayed due to COVID-19, also exceeded the previous year on a full-year basis.
  19. FY2020-Q3AdvancedAnnual report

    「Chemical and industrial products slightly exceeded the same quarter of the previous year despite the impact of low operating rates in the core electronic components industry. Related equipment also slightly exceeded the same quarter of the previous year, although orders for equipment and other products were delayed due to the impact of COVID-19. As a result, total sales increased by ¥255 million, or 2.3%, to ¥11,399 million, while segment profit (gross profit) increased by ¥10 million, or 1.1%, to ¥946 million.」

    While the electronic components industry continued to operate at low rates and equipment orders were delayed due to COVID-19, both chemical and industrial products and related equipment slightly exceeded the same quarter of the previous year, resulting in higher sales and profit for the segment as a whole.
  20. FY2020-Q2ReframedAnnual report

    「Chemical and industrial products slightly exceeded the same quarter of the previous year despite the impact of low operating rates in the core electronic components industry. Related equipment was below the same quarter of the previous year due to delays in orders for equipment and other products. As a result, total sales decreased by ¥102 million, or 1.3%, to ¥7,734 million, while segment profit (gross profit) decreased by ¥5 million, or 0.8%, to ¥641 million.」

    While low operating rates in the electronic components industry continued, chemical and industrial products themselves slightly exceeded the previous year. Related equipment was below the previous year not because of the reaction to a prior-year project, but due to delays in orders for equipment and other products, resulting in lower sales and profit for the segment as a whole.
  21. FY2020-Q1ReframedAnnual report

    「Chemical and industrial products slightly exceeded the same quarter of the previous year despite the impact of low operating rates in the core electronic components industry. Related equipment was below the same quarter of the previous year because there had been an equipment project in the same quarter of the previous year. As a result, total sales decreased by ¥260 million, or 6.6%, to ¥3,653 million, while segment profit (gross profit) decreased by ¥18 million, or 5.7%, to ¥306 million.」

    While the impact of low operating rates in the electronic components industry continued, chemical and industrial products themselves slightly exceeded the same quarter of the previous year. Related equipment was below the previous year due to the reaction to an equipment project, resulting in lower sales and profit for the segment as a whole.
  22. FY2019WorsenedAnnual report

    「Chemical and industrial products were below the previous year due largely to low operating rates in the core electronic components industry. Related equipment was also below the previous year because there had been a large analytical-instrument project for a university in the previous year. As a result, total sales decreased by ¥531 million, or 3.5%, to ¥14,864 million, while segment profit (gross profit) decreased by ¥62 million, or 4.8%, to ¥1,258 million.」

    The chemical and industrial products segment posted lower sales and profit for the full year due to low operating rates in the electronic components industry and the reaction to a large analytical-instrument project for a university in the previous year.
  23. FY2019-Q3WorsenedAnnual report

    「Chemical and industrial products were below the same quarter of the previous year due to the impact of reduced production in the core electronic components industry. Related equipment was also below the same quarter of the previous year because there had been a large analytical-instrument project in the same quarter of the previous year. As a result, total sales decreased by ¥614 million, or 5.2%, to ¥11,144 million, while segment profit (gross profit) decreased by ¥87 million, or 8.5%, to ¥935 million.」

    The chemical and industrial products segment posted lower sales and profit due to reduced production in the electronic components industry and the reaction to a large analytical-instrument project in the same quarter of the previous year.
  24. FY2019-Q2WorsenedAnnual report

    「Chemical and industrial products slightly exceeded the same quarter of the previous year despite the impact of reduced production in the core electronic components industry. Related equipment was below the same quarter of the previous year because there had been a large analytical-instrument project in the same quarter of the previous year. As a result, total sales decreased by ¥449 million, or 5.4%, to ¥7,837 million, while segment profit (gross profit) decreased by ¥91 million, or 12.4%, to ¥646 million.」

    The electronic components industry was affected by reduced production. Chemical and industrial products themselves were slightly above the same quarter of the previous year, but related equipment was below it due to the reaction to a large analytical-instrument project in the same quarter of the previous year, resulting in lower sales and profit for the segment as a whole.
  25. FY2019-Q1WorsenedAnnual report

    「Chemical and industrial products exceeded the same quarter of the previous year, although the core electronic components industry was affected by reduced production and preparations for increased production in generic drug manufacturing were under way. Related equipment exceeded the same quarter of the previous year due to strong orders for analytical instruments. As a result, total sales increased by ¥91 million, or 2.4%, to ¥3,914 million, while segment profit (gross profit) decreased by ¥6 million, or 2.0%, to ¥325 million, despite orders for high-priced reagents.」

    Sales increased on the strength of the electronic components industry, generic drug manufacturing, and orders for analytical instruments, while segment profit declined despite orders for high-priced reagents.
  26. FY2018AdvancedAnnual report

    「Chemical and industrial products exceeded the previous year, supported by continued strength in the electronics industry, including semiconductors, high operating rates in related materials industries, and active capital investment across the manufacturing sector. Related equipment also exceeded the previous year due to large orders for analytical instruments and laboratory equipment for universities, additional orders and other factors. As a result, total sales increased by ¥630 million, or 4.3%, to ¥15,396 million, while segment profit (gross profit) increased by ¥141 million, or 12.0%, to ¥1,321 million.」

    Sales and profit increased for the full year against a backdrop of the electronics industry, including semiconductors, related materials industries, active capital investment, and large projects and additional orders.
  27. FY2018-Q3AdvancedAnnual report

    「Chemical and industrial products exceeded the same quarter of the previous year, as the core electronic components industry remained firm and preparations for increased production in generic drug manufacturing were under way. Related equipment exceeded the same quarter of the previous year due to a large project. As a result, total sales increased by ¥629 million, or 5.7%, to ¥11,759 million, while segment profit (gross profit) increased by ¥123 million, or 13.8%, to ¥1,023 million, due in part to orders for high-margin reagents.」

    Against a backdrop of steady performance in the electronic components industry, preparations for increased production in generic drug manufacturing, and orders for large projects and high-margin reagents, the chemical and industrial products segment posted higher sales and profit for the cumulative third quarter.
  28. FY2018-Q2AdvancedAnnual report

    「Chemical and industrial products exceeded the same quarter of the previous year, as the core electronic components industry remained firm and preparations for increased production in generic drug manufacturing were under way. Related equipment exceeded the same quarter of the previous year due to a large project. As a result, total sales increased by ¥683 million, or 9.0%, to ¥8,286 million, while segment profit (gross profit) increased by ¥122 million, or 20.0%, to ¥737 million, due in part to orders for high-margin reagents.」

    Against a backdrop of steady performance in the electronic components industry, preparations for increased production in generic drugs, and orders for large projects and high-margin reagents, the chemical and industrial products segment posted higher sales and profit.
  29. FY2018-Q1AdvancedAnnual report

    「Chemical and industrial products exceeded the same quarter of the previous year, as the core electronic components industry remained firm and preparations for increased production in generic drug manufacturing were under way. Related equipment was below the same quarter of the previous year because there had been a large project in the same quarter of the previous year. As a result, total sales increased by ¥107 million, or 2.9%, to ¥3,822 million, while segment profit (gross profit) increased by ¥35 million, or 11.9%, to ¥331 million, partly due to orders for high-priced reagents.」

    Against a backdrop of steady performance in the electronic components industry, preparations for increased production in generic drug manufacturing, and orders for high-priced reagents, the chemical and industrial products segment posted higher sales and profit. Related equipment, however, was below the previous year due to the reaction to a large project in the previous year.
  30. FY2017AdvancedAnnual report

    「Chemical and industrial products exceeded the same quarter of the previous year, as the core electronic components industry remained firm and preparations for increased production in generic drug manufacturing were under way. Related equipment significantly exceeded the same quarter of the previous year due to large university-related projects, additional orders and other factors. As a result, total sales increased by ¥1,434 million, or 10.8%, to ¥14,765 million, while segment profit (gross profit) increased by ¥38 million, or 3.4%, to ¥1,180 million.」

    Against a backdrop of steady performance in the electronic components industry, preparations for increased production in generic drugs, and large university-related projects and additional orders, the chemical and industrial products segment posted higher sales and profit for the full year.
  31. FY2017-Q3AdvancedAnnual report

    「Chemical and industrial products exceeded the same quarter of the previous year, as the core electronic components industry remained firm and preparations for increased production in generic drug manufacturing were under way. Related equipment significantly exceeded the same quarter of the previous year due to large university-related projects, additional orders and other factors. As a result, total sales increased by ¥1,072 million, or 10.7%, to ¥11,129 million, while segment profit (gross profit) increased by ¥45 million, or 5.3%, to ¥899 million.」

    Against a backdrop of steady performance in the electronic components industry, preparations for increased production in generic drug manufacturing, and large university-related projects and additional orders, the chemical and industrial products segment posted higher sales and profit, while related equipment significantly exceeded the same quarter of the previous year.
  32. FY2017-Q2ReframedAnnual report

    「Chemical and industrial products were slightly below the same quarter of the previous year, although the core electronic components industry remained firm and preparations for increased production in generic drug manufacturing were under way. Related equipment exceeded the same quarter of the previous year due to large university-related projects, additional orders and other factors. As a result, total sales increased by ¥602 million, or 8.6%, to ¥7,602 million, while segment profit (gross profit) increased by ¥14 million, or 2.5%, to ¥614 million.」

    The electronic components industry remained firm, and preparations for increased production in generic drug manufacturing progressed, but chemical and industrial products themselves were slightly below the previous year. Related equipment increased due to large projects for universities and additional orders, resulting in higher sales and profit for the segment as a whole.
  33. FY2017-Q1WorsenedAnnual report

    「Chemical and industrial products were below the same quarter of the previous year, as the core electronic components industry was affected by the stagnation of the Chinese economy and signs of a pause in generic drug manufacturing began to emerge. Related equipment, however, exceeded the same quarter of the previous year due to large university-related projects and other factors.」

    The electronic components industry was affected by the stagnation of the Chinese economy, while generic drug manufacturing also began to show signs of a pause. Meanwhile, related equipment exceeded the same quarter of the previous year due to large projects for universities and other factors.
  34. FY2016RestatedAnnual report

    「Sales of industrial chemicals fell slightly below those of the previous consolidated fiscal year, despite signs of recovery in the core electronic components industry. Sales of related equipment exceeded those of the previous consolidated fiscal year, despite the impact of budget cuts at universities and other institutions.」

    Although the electronic components industry showed signs of recovery, sales of industrial chemicals themselves fell below the previous year, while sales of related equipment exceeded the previous year despite the impact of budget cuts at universities and other institutions.
  35. FY2016-Q3First statedAnnual report

    「Sales of industrial chemicals exceeded those of the same quarter of the previous year, due in part to signs of recovery in the core electronic components industry and sustained high operating rates in the generic pharmaceutical manufacturing industry, supported by government policy. Sales of related equipment also exceeded those of the same quarter of the previous year, due to increased capital investment by private-sector companies.」

    The company explains that sales of industrial chemicals and related equipment exceeded those of the same quarter of the previous year, driven by trends in the electronic components industry, generic pharmaceutical manufacturing and private-sector capital investment.
Moved together

"Improving Performance Through Revenue and Profit Growth" moved the same way as this thread, in the same document, in 29 of its 37 moves.

2920201786★123456
  1. ★This thread
  2. 1Improving Performance Through Revenue and Profit Growth29×
  3. 2Expanding demand, new adoption and margin improvement for clinical laboratory reagents20×
  4. 3Increase in Total Assets, Liabilities and Net Assets20×
  5. 4Decline in cash and cash equivalents and cash outflows from operating activities17×
  6. 5Stagnant capital investment and an uncertain outlook due to yen appreciation, falling share prices and slowing overseas economies8×
  7. 6Dividend Payment Funded by Retained Earnings6×

★ 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.

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Tohoku Chemical's next results are scheduled for 2026-11-13. Read the earnings preview It last moved in the Results of 2026-11-13: "Advanced".
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