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Mitani Sangyo (8285) · RiskMitigated

Decline in Active Pharmaceutical Ingredient Sales Due to Changes in Customers' Production Plans

First written in FY2021-Q1. 4 of 11 entries say "Mitigated", first in FY2021-Q3. Latest entry: FY2025-H1.

11entries
5years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseMitigatedFY2021-Q3 – FY2021OtherFY2023-Q1 – FY2023-Q3OtherFY2024-Q1 – FY2024-Q32020: 220202021: 220212022: 220222023: 320232024: 22024
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.

5 other companies' 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. FY2025-H1MitigatedAnnual report

    「API revenue increased because sales of proprietary products progressed smoothly.」

    Although changes in production and delivery timing by customers for the company's products had been factors behind revenue declines in the past, sales of the company's products performed well this time, resulting in higher revenue.
  2. FY2024-Q3Revenue declined again due to changes in customer delivery timingAnnual report

    「API revenue declined because changes in customers’ delivery schedules for proprietary products reduced sales volumes.」

    Changes in delivery timing by customers for the company's products were again cited as a factor behind declines in active pharmaceutical ingredient sales volume and revenue.
  3. FY2024-Q1Revenue declined again due to changes in customers' production timingAnnual report

    「Revenue from active pharmaceutical ingredients declined because sales volume of the company's products decreased due to changes in production timing by customers.」

    After improving in the previous fiscal year, changes in production timing by customers for the company's products again became a factor behind declines in active pharmaceutical ingredient sales volume and revenue.
  4. FY2023MitigatedAnnual report

    「Revenue from active pharmaceutical ingredients increased because the company's products performed steadily.」

    Steady sales of the company's products became a factor behind the revenue increase, while the previous revenue-decline factor of changes in customers' production timing was not mentioned in the explanation for the current fiscal year.
  5. FY2023-Q3RestatedAnnual report

    「API revenue declined because customers changed the production schedules for proprietary products.」

    The decline in active pharmaceutical ingredient revenue due to changes in production timing by customers for the company's products continues.
  6. FY2023-Q2Revenue declined again due to changes in customers' production timingAnnual report

    「API revenue declined because customers changed the production schedules for proprietary products.」

    After improving in the previous fiscal year, the impact of changes in production timing by customers for the company's products was again cited as a factor behind the revenue decline.
  7. FY2023-Q1Revenue declined again due to changes in customers' production timingAnnual report

    「API revenue declined because customers changed the production schedules for proprietary products.」

    The impact of changes in production timing by customers for the company's products on active pharmaceutical ingredient revenue was mentioned again after improving from the third quarter of the previous fiscal year onward.
  8. FY2021MitigatedAnnual report

    「Revenue from active pharmaceutical ingredients increased because the company's products performed steadily.」

    Steady sales of the company's products became a factor behind the revenue increase, replacing the changes in customers' production plans mentioned through the previous quarter.
  9. FY2021-Q3MitigatedAnnual report

    「Revenue from APIs increased because the company’s proprietary products performed well.」

    Rather than the changes in production plans by customers for the company's products mentioned through the previous quarter, strong performance by the company's products was cited as a factor behind the revenue increase.
  10. FY2021-Q2RestatedAnnual report

    「Although sales volume for existing products increased, revenue from active pharmaceutical ingredients declined because customers changed their production plans for the company's products.」

    Although sales volume for existing products increased, changes in production plans by customers for the company's products continue to be a factor behind the decline in active pharmaceutical ingredient revenue.
  11. FY2021-Q1First statedAnnual report

    「Although sales volume for existing products increased, revenue from active pharmaceutical ingredients declined because customers changed their production plans for the company's products.」

    Although sales volume for existing products increased, changes in production plans by customers for the company's products were mentioned for the first time as a factor behind the decline in active pharmaceutical ingredient revenue.
Moved together

"Deepening Engagement with Existing Customers, Developing New Customers, and Expanding the Recycling Business" moved the same way as this thread, in the same document, in 4 of its 11 moves.

444433★123456
  1. ★This thread
  2. 1Deepening Engagement with Existing Customers, Developing New Customers, and Expanding the Recycling Business4×
  3. 2Expansion of Prime-Contracting and Renovation Orders in Hokuriku4×
  4. 3Growth in orders for system integration, POWER EGG, and electronic device components4×
  5. 4Transfer of production of active pharmaceutical ingredients for generic drugs4×
  6. 5Thorough Construction and Delivery Schedule Management and Margin Improvement3×
  7. 6Weak operating rates at customers’ production lines3×

★ 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 Active Pharmaceutical Ingredient Sales Due to Changes in Customers' Production Plans | MITANI SANGYO CO.,LTD. (8285) | Komori