Declining Demand for Aluminum Pellets Due to Semiconductor Shortages and Lower Automotive Production
First written in FY2023-Q3. 2 of 5 entries say "Restated". Latest entry: FY2025-H1.
The whole theme swung hardest in 2025: 9 of 28 companies on the "Worse" side.
55 other companies' latest entry also says "Mitigated".
- FY2025-H1MitigatedAnnual report
「Revenue increased because higher aluminum market prices raised the selling price of “aluminum pellets,” sales of “recycled plastic pallets” increased, and sponsorship income was recorded in “sports-based regional development.”」
The disclosure shifted from declining aluminum market conditions to higher selling prices due to soaring aluminum prices. This filing does not discuss aluminum-pellet sales volume or demand. - FY2024-Q3Sales volume showed signs of recovery but declined year on year, with narrower marginsAnnual report
「In “aluminum pellets,” sales volume is showing signs of recovery, but declined year on year because growth was constrained by lower crude-steel production in the first half, resulting in narrower margins.」
Sales volume showed signs of recovery but declined year on year, while margins also narrowed. - FY2024-Q2RestatedAnnual report
「In “aluminum pellets,” aluminum market conditions flattened after trending downward, but sales volume declined due to lower demand resulting from reduced domestic crude-steel production.」
Although aluminum market conditions stabilized after declining, lower demand and sales volume due to reduced crude-steel production continued. - FY2024-Q1RestatedAnnual report
「In “aluminum pellets,” sales volume declined due to lower demand resulting from reduced domestic crude-steel production, in addition to aluminum market conditions trending downward.」
Lower aluminum prices and reduced crude-steel production continued to affect demand and sales volume. - FY2023-Q3First statedAnnual report
「Demand for aluminum pellets has also declined, mainly due to lower production of automobile sheet steel and other products caused by the semiconductor shortage, and sales volume is trending downward」
Lower aluminum-pellet demand and sales volume are identified as an external demand risk.