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Nippon Aqua (1429) · RiskMitigated

Slower-than-Expected Adoption of Higher Insulation Grades Including Grade 6

First written in FY2024-H1. 6 of 7 entries say "Mitigated", first in FY2025-H1. Latest entry: FY2026-H1.

7entries
3years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024-H1MitigatedFY2025-H1 – FY2026-H12024: 120242025: 120252026: 52026
Same theme, other companies
Adoption of Highly Insulated Homes and Higher Insulation GradesA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. FY2026-H1MitigatedAnnual report

    「こうした動向を背景に、断熱等級「６」以上への関心は一段と高まっており、断熱等級「７」をラインナップする工務店も見られるなど、高断熱化が進展しています。」

    上位等級施工の普及が予想より緩やかだった従前の状況に対し、等級6以上への関心が一段と高まり、等級7をラインナップする工務店も現れるなど、高断熱化が進展していると説明している。
  3. FY2025-H1MitigatedAnnual report

    「これらの動きを受け、等級「４」は既に過去の基準となりつつあり、等級「６」以上の上位等級への関心が一層高まっています。」

    前回記載の上位等級施工の普及が予想より緩やかという状況に対し、等級6以上への関心が一層高まり、上位等級への移行が進められていると説明している。
  4. FY2024-H1First statedAnnual report

    「一方、断熱等性能等級６などの上位等級施工は当社の予想よりも緩やかに広がりました」

    上位等級の断熱施工が当社の予想よりも緩やかに普及していることを、戸建部門の市場環境上の新たなリスク・実績差として記載している。
Moved together

"Entry into the Waterproofing Business" moved the same way as this thread, in the same document, in 5 of its 7 moves.

555554★123456
  1. ★This thread
  2. 1Entry into the Waterproofing Business5×
  3. 2Expanding Revenue in the Detached Housing Division5×
  4. 3Tailwinds from Government Policies Promoting Zero-Energy New Homes5×
  5. 4Expanding Market Share in the Insulation Market5×
  6. 5Differentiation Through Adding Airtightness Measurement Services to Insulation Installation5×
  7. 6Demand for Aquafoam Driven by Growing Awareness of Decarbonization in New Homes4×

★ 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
Nippon Aqua's next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Financial results presentation of 2026-05-22: "Mitigated".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Slower-than-Expected Adoption of Higher Insulation Grades Including Grade 6 | Nippon Aqua Co.,Ltd. (1429) | Komori