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Sankyo Kasei (8138) · FactFresh-produce packaging films declined, while chilled and frozen food packaging films remained firm

Growth in food packaging films driven by stay-at-home demand

First written in FY2021-Q3. 4 of 11 entries say "Restated". Latest entry: FY2026-H1.

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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021-Q3 – FY2022-Q1MitigatedFY2022-Q2 – FY2022-Q3RestatedFY2023-Q2 – FY2025-H12021: 320212022: 220222023: 320232024: 120242025: 22025
Same theme, other companies
Growth in food packaging film sales driven by stay-at-home demandA 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. FY2026-H1Fresh-produce packaging films declined, while chilled and frozen food packaging films remained firmAnnual report

    「In the film-related field, packaging films for chilled and frozen foods remained firm, but packaging films for fresh produce declined, resulting in lower revenue.」

    While packaging films for fresh produce, which had increased in the previous fiscal year, turned down, those for chilled and frozen foods remained firm.
  2. FY2025MitigatedAnnual report

    「In the film-related field, packaging films for fresh produce increased, while packaging films for chilled and frozen foods declined; nevertheless, revenue increased.」

    Although packaging films for chilled and frozen foods declined, the increase in packaging films for fresh produce offset the decline, and the film-related field turned from lower to higher revenue.
  3. FY2025-H1Food packaging films reversed to a decline in revenueAnnual report

    「In the film-related field, sales of packaging films for fresh produce, chilled foods and frozen foods declined, resulting in lower revenue.」

    Sales of food packaging films, which had continued to grow and generate higher revenue through the previous fiscal year, declined, resulting in lower revenue in the film-related field.
  4. FY2024-Q2RestatedAnnual report

    「In the film-related field, sales of packaging films for fresh produce, chilled foods and frozen foods continued to grow, resulting in higher revenue.」

    Growth in sales of food packaging films and higher revenue continued even after the temporary increase driven by stay-at-home demand had subsided.
  5. FY2024-Q1RestatedAnnual report

    「In the film-related field, sales of packaging film products for fresh produce, chilled foods and frozen foods continued to grow, resulting in higher revenue.」

    Even after the temporary increase driven by stay-at-home demand had subsided, sales of food packaging films continued to grow, resulting in higher revenue.
  6. FY2023-Q3RestatedAnnual report

    「In the film-related field, sales of packaging film products for fresh produce, chilled foods and frozen foods continued to grow, resulting in higher revenue.」

    Even after the temporary increase driven by stay-at-home demand had subsided, sales of food packaging films continued to grow, resulting in higher revenue.
  7. FY2023-Q2RestatedAnnual report

    「In the film-related field, sales of packaging film products for fresh produce, chilled foods and frozen foods continued to grow, resulting in higher revenue.」

    Even after the temporary increase driven by stay-at-home demand had subsided, sales of food packaging films continued to grow, resulting in higher revenue.
  8. FY2022-Q3MitigatedAnnual report

    「In the film-related field, sales of packaging film products for fresh produce, chilled foods and frozen foods remained firm, resulting in higher revenue.」

    Sales of food packaging films remained firm and revenue increased even after the temporary increase driven by stay-at-home demand had subsided.
  9. FY2022-Q2MitigatedAnnual report

    「In the film-related field, although the temporary increase driven by stay-at-home demand during the COVID-19 pandemic had subsided, sales of packaging film products for fresh produce, chilled foods and frozen foods remained firm, resulting in higher revenue.」

    Sales of food packaging films remained firm even after the temporary increase driven by stay-at-home demand had subsided, turning revenue growth positive from the slight decline caused by the reversal of temporary demand in the same period of the previous year.
  10. FY2022-Q1Food packaging films posted a slight decline in revenue following the reversal of temporary demand in the previous yearAnnual report

    「In the film-related field, demand itself for packaging films for fresh produce, chilled foods and frozen foods remained stable. However, revenue declined slightly as the previous year had included temporary demand to accommodate increased production of prepared and home-delivered meals during the COVID-19 pandemic.」

    Temporary demand in the same period of the previous year, driven by stay-at-home demand, fell away, resulting in a slight decline in revenue from food packaging films even as underlying demand remained stable.
  11. FY2021-Q3First statedAnnual report

    「In the film-related field, packaging films for fresh produce, chilled foods and frozen foods grew as stay-at-home demand increased during the COVID-19 pandemic, resulting in higher revenue.」

    The increase in stay-at-home demand associated with the COVID-19 pandemic was explicitly identified for the first time as contributing to growth in packaging films for fresh produce, chilled foods and frozen foods and higher revenue in the film-related field.
Moved together

"Improving Profitability and Strengthening Corporate Competitiveness" moved the same way as this thread, in the same document, in 3 of its 11 moves.

3322★1234
  1. ★This thread
  2. 1Improving Profitability and Strengthening Corporate Competitiveness3×
  3. 2Decline in net sales, operating profit and ordinary profit3×
  4. 3Higher sales in civil engineering and construction materials and daily necessities; lower sales in information and transport equipment and chemicals2×
  5. 4Decline in sales of footwear-related and functional foamed resin products2×

★ 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
Sankyo Kasei's next results are scheduled for 2026-11-11. Read the earnings preview
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