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Sankyo Kasei (8138) · RiskWeakness in battery-related materials explicitly disclosed

Change in specifications for heat-dissipation materials used in lithium-ion batteries

First written in FY2019-Q2. 4 of 9 entries say "Restated". Latest entry: FY2024-Q2.

9entries
6years
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ProgressHeldSoftenedWorseRestatedFY2019-Q2 – FY2019MitigatedFY2020-Q1 – FY2020RestatedFY2021-Q2 – FY2024-Q22018: 12019: 420192020: 220202021: 120212022: 020222023: 12023
Same theme, other companies
Revenue decline from specification changes for lithium-ion battery thermal management materialsA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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Full recordFilings, disclosures and news, newest first
  1. FY2024-Q2Weakness in battery-related materials explicitly disclosedAnnual report

    「In the information-related field, display materials and semiconductor-related materials grew, although LED-related materials and battery-related materials remained sluggish, and performance was broadly in line with the previous year.」

    Battery-related materials previously described as performing steadily were reported to be weak in the quarter under review. Materials for displays and semiconductor-related materials partly offset the weakness.
  2. FY2021-Q3RestatedAnnual report

    「In the information-related field, chemicals related to functional films for displays and materials related to lithium-ion batteries remained firm. However, deliveries of materials and components declined substantially due to reduced automobile production and lockdowns at some overseas plants of customers, while some semiconductor encapsulation resins also declined, resulting in a substantial decrease in revenue.」

    Materials related to lithium-ion battery applications performed steadily, and recovery from the decline in revenue caused by the change in specifications through the previous fiscal year has continued.
  3. FY2021-Q2RestatedAnnual report

    「In the information-related field, chemicals related to functional films for displays and materials related to lithium-ion batteries remained firm. However, deliveries of materials and components declined substantially due to lower automobile production and lockdowns at some overseas plants of customers, while some semiconductor encapsulation resins and precision cleaning agents also declined, resulting in a substantial decrease in revenue.」

    Materials related to lithium-ion battery applications performed steadily, and recovery from the decline in revenue caused by the change in specifications through the previous fiscal year has continued.
  4. FY2020MitigatedAnnual report

    「In the information-related field, heat-dissipation materials used in lithium-ion batteries and chemicals related to high-performance films for displays performed steadily」

    Heat-dissipation materials used in lithium-ion batteries, for which a decline in revenue due to a change in specifications had been reported in the previous fiscal year, performed steadily in FY2020.
  5. FY2020-Q2MitigatedAnnual report

    「In the information-related field, automobile components and heat-dissipation materials for lithium-ion batteries remained firm as electronic component production continued to perform well amid the growing electrification of automobiles. New applications also emerged for high-performance resins related to electric power. However, some semiconductor encapsulation resins and precision cleaning agents declined, leaving revenue broadly flat.」

    Heat-dissipation materials used in lithium-ion batteries, for which a decline in revenue due to a change in specifications had been reported through the previous fiscal year, performed steadily in the quarter under review.
  6. FY2020-Q1MitigatedAnnual report

    「In the information-related field, production of automotive components grew as electronic component production remained strong against a backdrop of increasing vehicle electrification. Heat-dissipation materials used in lithium-ion batteries also performed steadily, offsetting declines in some semiconductor encapsulation resins and precision cleaning agents and resulting in higher revenue.」

    Heat-dissipation materials used in lithium-ion batteries, for which a decline in revenue due to a change in specifications had been reported through the previous fiscal year, performed steadily in the quarter under review.
  7. FY2019RestatedAnnual report

    「In the information-related field, electronic component production was strong against a backdrop of increasing vehicle electrification, but revenue declined slightly due to a change in specifications for heat-dissipation materials used in lithium-ion batteries.」

    For heat-dissipation materials used in lithium-ion batteries, the decline in revenue due to the change in specifications continued throughout the fiscal year.
  8. FY2019-Q3RestatedAnnual report

    「In the information-related field, resins for semiconductor encapsulation and precision cleaning agents remained strong as electronic component production continued to perform well amid the growing electrification of automobiles, and automobile components also grew. However, revenue declined due to a specification change for heat-dissipation materials used in lithium-ion batteries.」

    For heat-dissipation materials used in lithium-ion batteries, the decline in revenue due to the change in specifications has continued.
  9. FY2019-Q2First statedAnnual report

    「Revenue declined due to a change in specifications for heat-dissipation materials used in lithium-ion batteries.」

    For heat-dissipation materials used in lithium-ion batteries, the change in specifications was explicitly identified for the first time as an actual factor behind the decline in revenue.
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