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San-Ai Obbli (8097) · RiskMitigated

Declining aviation business revenue due to revisions to aviation fuel handling fees

First written in FY2025-H1. 3 of 5 entries say "Mitigated", first in 2026-05-14. Latest entry: 2026-08-06.

5entries
3years
2from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2025-H1MaterialisedFY2025Mitigated2026-05-14 – 2026-08-062024: 120242025: 120252026: 32026
Same theme, other companies
Revenue decline from revisions to per-unit aviation fuel handling feesA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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

Full recordFilings, disclosures and news, newest first
  1. 2026-08-06MitigatedEarnings

    「Net sales in the aviation-related business increased 4.1% year on year to ¥4.306 billion, owing to higher unit prices for aviation fuel handling fees, while segment profit increased 3.6% to ¥1.343 billion.」

    Despite continued downward pressure on earnings from the revision of aviation fuel handling fees, the quarterly results show higher unit prices and increased profit.
  2. FY2026MitigatedAnnual report

    「Net sales in the aviation-related business increased 16.1% year on year to ¥16.748 billion, owing to a revision of the unit price of aviation fuel handling fees and an increase in the volume handled. Segment profit increased 55.7% to ¥5.712 billion.」

    燃料取扱手数料の単価改定による収益下押しリスクは残るが、航空燃料取扱数量の増加により、通期の売上高・セグメント利益は前期を上回った。
  3. 2026-05-14MitigatedEarnings forecast revision

    「Net sales in the aviation-related business increased 16.1% year on year to ¥16.748 billion, owing to a revision of the unit price of aviation fuel handling fees and an increase in the volume handled. Segment profit increased 55.7% to ¥5.712 billion.」

    Although the revision of aviation fuel handling fees was a theme associated with lower revenue, the aviation-related business recorded higher sales and profit for the full year, indicating that the recent downward pressure on results has eased. There is no statement that the impact of the unit price revision itself has been eliminated.
  4. FY2025MaterialisedAnnual report

    「羽田空港における燃料取扱手数料の単価改定により、売上高、利益とも前期を大きく下回った。以上の結果、航空関連事業における売上高は前期比25.3%減の144億30百万円、セグメント利益は前期比58.1%減の36億69百万円となった。」

    燃料取扱手数料の単価改定による航空関連事業の収益減少が通期でも発生し、売上高25.3%減、セグメント利益58.1%減として数値化された。
  5. FY2025-H1First statedAnnual report

    「しかしながら、羽田空港における燃料取扱手数料の単価改定により、売上高、利益ともに前年同期を大きく下回った。 以上の結果、航空関連事業における売上高は前年同期比23.9%減の71億97百万円、セグメント利益は前年同期比59.1%減の17億81百万円となった。」

    羽田空港の燃料取扱手数料の単価改定が、航空関連事業の売上高23.9%減、セグメント利益59.1%減として実際の業績に反映された。
Moved together

"Impairment of fixed assets due to declining value and profitability of business assets" moved the same way as this thread, in the same document, in 3 of its 5 moves.

3222★1234
  1. ★This thread
  2. 1Impairment of fixed assets due to declining value and profitability of business assets3×
  3. 2Developing new applications for chemicals, direct imports and expanding sales of automotive-related products2×
  4. 3Expanding sales volumes through acquisitions of LP gas retail rights2×
  5. 4Reducing Shares Outstanding Through the Cancellation of Treasury Shares2×

★ 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 San-Ai Obbli yet. It last moved in the Earnings of 2026-08-06: "Mitigated".
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