Komori
Mitani Sangyo (8285) · RiskRestated

Decline in Chemical Product Sales Volumes Due to Reduced Operations at Existing Customers in Southern Vietnam

First written in FY2020-Q1. 7 of 13 entries say "Restated". Latest entry: FY2026-H1.

13entries
7years
0from disclosures
Share on X
How it moved
ProgressHeldSoftenedWorseRestatedFY2020-Q1 – FY2020-Q3MitigatedFY2022-Q1 – FY2022-Q2RestatedFY2024-Q3 – FY2026-H12019: 220192020: 320202021: 420212022: 020222023: 220232024: 120242025: 12025
Same theme, other companies
Decline in orders due to customer production fluctuations and production-site optimizationA theme 14 companies write about · 16 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2018: 5 of 9 companies on the "Worse" side.

0 other companies' latest entry also says "Restated".

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. FY2026-H1RestatedAnnual report

    「Sales of specialty chemicals in Vietnam declined due to lower customer utilization.」

    Lower customer operating activity in Vietnam continues to be a factor behind lower revenue from chemical products sales.
  2. FY2024-Q3RestatedAnnual report

    「Sales of specialty chemicals in Vietnam declined due to lower customer utilization in both northern and southern Vietnam.」

    The impact of lower customer operating activity continues to extend to the north, in addition to the decline among customers in the south.
  3. FY2024-Q2WorsenedAnnual report

    「Sales of specialty chemicals in Vietnam declined due to lower customer utilization in both northern and southern Vietnam.」

    As lower operating activity among customers in the south continued, the impact of lower customer operating activity in the north was also explicitly identified, expanding the affected area to both northern and southern Vietnam.
  4. FY2024-Q1WorsenedAnnual report

    「Sales of specialty chemicals in Vietnam declined due to lower prices for the products handled in northern Vietnam and lower customer utilization in the south.」

    Lower operating activity among existing customers in the south was again cited as a factor behind lower revenue, following the previous period when customer operating activity had increased in both the north and south.
  5. FY2022-Q2MitigatedAnnual report

    「In chemical product sales in Vietnam, sales increased as operating rates at existing customers rose in both northern and southern Vietnam.」

    Regarding the risk in Vietnam chemical products sales, which had centered on lower operating activity among existing customers in the south, customer operating activity increased in both the north and south, and revenue also increased.
  6. FY2022-Q1MitigatedAnnual report

    「In chemical product sales in Vietnam, sales increased as operating rates at existing customers rose in both northern and southern Vietnam.」

    Regarding the risk in Vietnam chemical products sales, which had centered on lower operating activity among existing customers in the south, customer operating activity increased in both the north and south, and revenue also increased.
  7. FY2021RestatedAnnual report

    「In chemical product sales in Vietnam, sales increased due to higher transaction volumes with existing customers in the north, despite lower operating rates at existing customers in the south.」

    Although lower operating activity among existing customers in the south continued, full-year revenue increased due to higher transaction volumes in the north.
  8. FY2021-Q3RestatedAnnual report

    「In chemical product sales in Vietnam, sales declined due to lower operating rates at existing customers in the south, despite higher transaction volumes with existing customers in the north.」

    Lower operating activity among existing customers in southern Vietnam continues to be a factor behind lower revenue from Vietnam chemical products.
  9. FY2021-Q2RestatedAnnual report

    「In chemical product sales in Vietnam, sales in the north were at the same level as in the same period of the previous year, but sales declined due to lower operating rates at existing customers in the south.」

    Lower operating activity among existing customers in southern Vietnam continues to be a factor behind lower revenue from Vietnam chemical products.
  10. FY2021-Q1WorsenedAnnual report

    「In chemical product sales in Vietnam, sales declined due to lower operating rates at existing customers in both the north and south, despite the acquisition of new projects.」

    In addition to lower operating activity among existing customers in the south, lower operating activity among existing customers in the north was also reported, expanding the affected area to both northern and southern Vietnam.
  11. FY2020-Q3RestatedAnnual report

    「In chemical product sales in Vietnam, sales declined as sales volumes fell due to lower operating rates at existing customers in the south.」

    Lower operating activity among existing customers in southern Vietnam continues to be a factor behind the decline in chemical products sales volume and revenue.
  12. FY2020-Q2RestatedAnnual report

    「In chemical product sales in Vietnam, sales declined as sales volumes fell due to lower operating rates at existing customers in the south.」

    Lower operating activity among existing customers in southern Vietnam continues to be a factor behind the decline in sales volume and revenue from Vietnam chemical products.
  13. FY2020-Q1First statedAnnual report

    「In chemical product sales in Vietnam, sales declined as sales volumes fell due to lower operating rates at existing customers in the south.」

    Lower operating activity among existing customers in southern Vietnam actually occurred and became a factor behind the decline in sales volume and revenue from Vietnam chemical products.
Moved together

"Weak operating rates at customers’ production lines" moved the same way as this thread, in the same document, in 5 of its 13 moves.

533322★123456
  1. ★This thread
  2. 1Weak operating rates at customers’ production lines5×
  3. 2Lower Selling Prices for Petroleum Products and LP Gas Due to Falling Crude Oil Prices3×
  4. 3Developing New Customers in Vietnam Using Factories in the North and South3×
  5. 4Declining Demand for LPG among Commercial and Wholesale Customers3×
  6. 5Expansion of Prime-Contracting and Renovation Orders in Hokuriku2×
  7. 6Thorough Construction and Delivery Schedule Management and Margin Improvement2×

★ 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
Mitani Sangyo's next results are scheduled for 2026-10-30. Read the earnings preview
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Decline in Chemical Product Sales Volumes Due to Reduced Operations at Existing Customers in Southern Vietnam | MITANI SANGYO CO.,LTD. (8285) | Komori