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Kpp Group Holdings (9274) · InitiativeRestated

Securing Profitability Through Price Revisions for Paper and Paperboard

First written in FY2020-Q1. 5 of 13 entries say "Restated". Latest entry: FY2025.

13entries
7years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseOtherFY2020-Q3 – FY2022AdvancedFY2023-Q1 – FY2023-Q3RestatedFY2024-Q1 – FY20252019: 220192020: 120202021: 120212022: 320222023: 320232024: 220242025: 12025
Same theme, other companies
Improving gross margin through appropriate pricing and restraint in price cutsA theme 52 companies write about · 5 as a headwind · 48 as a tailwind

The whole theme swung hardest in 2025: 5 of 36 companies on the "Worse" side.

19 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.
Showing 14 of the 52 companies compared. The sentences above are computed from all 52.
Full recordFilings, disclosures and news, newest first
  1. FY2025RestatedAnnual report

    「In Japan's paper business, structural declines in demand for graphic paper caused volumes, net sales and profit all to fall below the previous year. Recovered paper net sales and profit exceeded the previous year as market prices stabilized, while pulp recorded a loss due to a sharp decline in market prices and the impact of foreign exchange rates.」

    Although paper and pulp remain affected by demand and market conditions, some earnings have been secured by maintaining market conditions following price revisions and stabilizing recovered paper market prices.
  2. FY2024RestatedAnnual report

    「The structural decline in domestic demand for graphic paper showed no sign of abating, and sales volumes fell below the previous year. However, net sales and profit increased as market conditions following the price revisions were maintained.」

    It is stated that, amid declining demand volumes, measures to support net sales and profit by maintaining market conditions following the price revisions continue to function.
  3. FY2024-Q3RestatedAnnual report

    「In Japan, demand for graphic paper in the paper business continued to decline and volumes fell below the previous year, but price revisions resulted in higher net sales.」

    As the decline in graphic paper volumes continued, price revisions contributed to higher net sales, and their effect in supporting earnings continued to be demonstrated.
  4. FY2024-Q2RestatedAnnual report

    「In Japan, demand for graphic paper continued to decline and volumes fell below the previous year, but price revisions resulted in higher net sales in the paper business.」

    While sales volumes of graphic paper fell below the previous year, price revisions contributed to higher net sales, and their effect in supporting earnings has continued to be demonstrated.
  5. FY2024-Q1RestatedAnnual report

    「In Japan, revenue increased following price revisions in the paper segment, but volume fell below the previous year due to the structural decline in demand for graphic paper.」

    While sales volumes of graphic paper fell below the previous year, price revisions contributed to higher net sales. The measure and effect of price revisions in supporting earnings have continued to be confirmed.
  6. FY2023-Q3AdvancedAnnual report

    「Demand for graphic paper remained below pre-COVID levels and volumes fell further below the previous year, but net sales increased as a result of selling price revisions. Demand for market pulp from domestic manufacturers of household paper declined, and although volumes fell below the previous year, higher selling prices resulted in net sales significantly exceeding the previous year.」

    Although volumes of paper and pulp declined, the effect of revisions to selling prices and higher unit prices in increasing net sales has continued to emerge.
  7. FY2023-Q2AdvancedAnnual report

    「In the paper business, although the spread of COVID-19 showed signs of easing, the recovery in demand for graphic paper remained limited and sales volumes fell below the previous year. Net sales exceeded the previous year, reflecting revised selling prices and higher export prices resulting from the weaker yen. In paperboard for paper containers, signs of recovery emerged in some areas of demand, and together with the factors leading to revised selling prices, this resulted in net sales exceeding the previous year.」

    Although constraints remain on demand recovery and sales volumes for both paper and paperboard, revisions to selling prices demonstrated their effect in lifting net sales above the previous year.
  8. FY2023-Q1AdvancedAnnual report

    「During the cumulative first quarter, paper demand recovery remained limited despite some speculative demand ahead of price revisions for certain printing and information papers. Demand for books and comics also remained sluggish, and sales volumes fell below the previous year. Net sales were flat, reflecting revised selling prices and higher export prices resulting from the weaker yen.」

    Price revisions were implemented, and paper net sales remained flat despite sales volumes falling below the previous year. The earnings support provided by price revisions has been confirmed in the reported results.
  9. FY2022The measure was mentioned again as part of the integration policyAnnual report

    「We expect the decline in paper demand to be offset by price revisions for paper and paperboard, resulting in performance exceeding that of the current consolidated fiscal year.」

    Although the measure is less prominent than when it was previously disclosed as a standalone theme, price revisions are again explicitly identified as part of the core strategy for the domestic business and the outlook for the following fiscal year.
  10. FY2021DroppedAnnual report
    The earnings support provided by price revisions for paper and paperboard, which had been disclosed separately through the previous period, is not identified as a standalone measure in this securities report.
  11. FY2020-Q3The effect of price revisions was limited in paperboardAnnual report

    「In paperboard, declines in beverage and fresh-produce shipments caused by typhoons and other natural disasters coincided with lower exports resulting from trade issues involving China, South Korea and other countries. Although prices were revised, both sales volumes and net sales fell below the previous year.」

    Although price revisions have continued, paperboard sales were unable to offset volume declines caused by natural disasters and trade issues, and net sales fell below the previous year.
  12. FY2020-Q2AdvancedAnnual report

    「In paper, sales volumes fell below the previous year due mainly to weak exports amid declining market conditions, particularly in Asia, and the accelerating shift to digital magazines and paperless advertising materials such as flyers and catalogs. However, net sales exceeded the previous year following price revisions. In paperboard, sales volumes also fell below the previous year as declines in beverage and fresh-produce shipments caused by typhoons and other natural disasters coincided with lower exports resulting from trade issues involving China, South Korea and other countries. However, net sales increased slightly year on year following price revisions.」

    Sales volumes for both paper and paperboard fell below the previous year, but price revisions lifted paper net sales above the previous year and resulted in a slight increase in paperboard net sales. Price revisions have been applied to both product categories as measures supporting earnings.
  13. FY2020-Q1First statedAnnual report

    「Meanwhile, price adjustments for both paper and paperboard have taken hold, supporting business performance.」

    Price adjustments for paper and paperboard have emerged as a standalone theme for supporting profitability even amid declining demand.
Moved together

"Strengthening Overseas Expansion and Globalization" moved the same way as this thread, in the same document, in 4 of its 13 moves.

43222★12345
  1. ★This thread
  2. 1Strengthening Overseas Expansion and Globalization4×
  3. 2Losses and Restructuring in Overseas Operations3×
  4. 3Business Portfolio Transformation and New Business Launches2×
  5. 4Responding to the Restructuring of Paper and Pulp Distribution Through M&A and Other Measures2×
  6. 5Transition to a Holding Company Structure2×

★ 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
No upcoming earnings preview for Kpp Group Holdings yet.
News
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Securing Profitability Through Price Revisions for Paper and Paperboard | KPP GROUP HOLDINGS CO.,LTD. (9274) | Komori