Komori
Sankyo Kasei (8138) · RiskMitigated

Demand Decline Due to the Discontinuation of Automotive-Related Products

First written in FY2022-Q1. 5 of 12 entries say "Mitigated", first in FY2024. Latest entry: 2026-11-11.

12entries
6years
1from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2022-Q1 – FY2024-Q3MitigatedFY2025 – 2026-11-112021: 220212022: 220222023: 120232024: 320242025: 220252026: 22026
Same theme, other companies
Demand decline due to model changes and the end of mass production for variable valve train productsA theme 4 companies write about · 4 as a headwind · 0 as a tailwind

1 other company's 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.
Full recordFilings, disclosures and news, newest first
  1. 2026-11-11MitigatedResults

    「情報関連分野では、自動車内装部材用材料、自動車部品用ゴム成形品、インクジェット用原料等の伸長により、増収となりました。」

    自動車内装部材用材料や自動車部品用ゴム成形品の伸長により情報関連分野は増収となった。
  2. FY2026MitigatedAnnual report

    「In the transportation equipment-related field, materials for automotive parts and materials related to material-handling equipment grew, resulting in a substantial increase in revenue.」

    For automotive-related products, growth in materials for automotive parts and materials related to material-handling equipment resulted in a substantial increase in revenue in the transportation equipment-related field, improving from the impact of declines in prior years.
  3. FY2026-H1MitigatedAnnual report

    「In the transportation equipment-related field, materials for automotive parts, materials related to material-handling equipment and impregnating resin for motors all grew, resulting in a substantial increase in revenue.」

    Materials for automotive parts and other products grew, indicating an improvement from the impact of the decline in automotive-related products described in prior years.
  4. FY2025MitigatedAnnual report

    「In the transportation equipment-related field, recovery in materials for automotive parts was offset by declines in materials for vibration-isolation equipment and other products, leaving sales at about the previous year's level.」

    Materials for automotive parts showed a recovery, improving from the decline in resin-molded products and other items caused by automakers' production cuts described in the previous period. However, declines in materials for vibration-isolation equipment and other products kept the field as a whole at about the previous year's level.
  5. FY2025-H1WorsenedAnnual report

    「In the transportation equipment-related field, additives for metal parts grew, but resin molded products and other items declined due to the impact of production cuts by automobile manufacturers, resulting in lower revenue.」

    Production cuts by automobile manufacturers became evident in declines in resin molded products and other items and lower revenue in the transportation equipment-related field.
  6. FY2024MitigatedAnnual report

    「In the transportation equipment-related field, molded materials for automotive parts and other products recovered, resulting in higher revenue.」

    For automotive-related products previously described through the previous quarter as failing to recover and generating lower revenue, molded materials for automotive parts and other products recovered, resulting in higher revenue in the transportation equipment-related field.
  7. FY2024-Q3RestatedAnnual report

    「In the transportation equipment-related field, revenue declined as molded materials for automotive parts failed to recover.」

    For automotive-related products, the impact of declines in automotive molded products and other items, which had been disclosed through the previous quarter, continued in the form of a failure of molded materials for automotive parts to recover and lower revenue.
  8. FY2024-Q2Decline in vehicle molded products disclosed againAnnual report

    「In the transportation equipment-related field, revenue declined due to a decrease in vehicle molded products.」

    The decline in demand for automotive-related products, previously described as a decline in revenue due to phase-outs, was disclosed again as a decrease in vehicle molded products and lower revenue in the transportation equipment-related field.
  9. FY2022DroppedAnnual report

    「In the transportation equipment-related field, revenue increased slightly due to the adoption of new functional resin-related materials and other factors.」

    The decline in revenue due to the phase-out of automotive molded products and other items, which had been disclosed in prior fiscal years, was not explicitly mentioned in the FY2022 overview of the transportation equipment-related field, while a slight increase in revenue from new product adoption was reported.
  10. FY2022-Q3RestatedAnnual report

    「In the transportation equipment-related field, various resins and related materials increased as some automobile manufacturers recovered production, and demand for motorcycle-related materials remained high, but revenue declined due to the phase-out of automotive molded products.」

    While some automobile manufacturers recovered production and demand for motorcycle-related materials remained high, the decline in revenue due to the phase-out of automotive molded products continued.
  11. FY2022-Q2RestatedAnnual report

    「In the information-related field, automotive electrical components were phased out, but revenue increased as automotive-related materials recovered. In the transportation equipment-related field, demand for various resins, related materials and motorcycle-related materials increased as automobile manufacturers recovered production, but revenue declined due to the phase-out of automotive molded products.」

    While the phase-out of automotive electrical components and molded products continued, the disclosure also noted recovery in automotive-related materials and increased demand resulting from the recovery in automobile manufacturers' production.
  12. FY2022-Q1First statedAnnual report

    「In the information-related field, automotive electrical components were phased out and chemicals for functional films used in displays also declined, but overall revenue increased slightly due to growth in automotive-related materials and a recovery in substrates for EV-related applications. In the transportation equipment-related field, demand for various resins and related materials increased as automobile manufacturers recovered production, but revenue declined slightly due to the phase-out of automotive molded products.」

    The phase-out of automotive electrical components and automotive molded products was explicitly identified for the first time as a factor behind declines in some products and the slight decline in revenue in the transportation equipment-related field.
Moved together

"Improving Profitability and Strengthening Corporate Competitiveness" moved the same way as this thread, in the same document, in 5 of its 12 moves.

544333★123456
  1. ★This thread
  2. 1Improving Profitability and Strengthening Corporate Competitiveness5×
  3. 2Decline in net sales, operating profit and ordinary profit4×
  4. 3Decrease in Cash and Cash Equivalents and Operating Cash Flow Deficit4×
  5. 4Pursuit of High Value-Added Products Through Fine Chemicals and a Fabless Model3×
  6. 5Contraction in Domestic Textile Processing and Decline in Chemicals for Tire Cords3×
  7. 6Decline in sales of footwear-related and functional foamed resin products3×

★ 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 It last moved in the Results of 2026-11-11: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Demand Decline Due to the Discontinuation of Automotive-Related Products | SANKYO KASEI CORPORATION (8138) | Komori