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grems (3150) · RiskExpanded assessment scope for climate-related risks and opportunities

Higher Electricity Prices and Costs and Facility Shutdowns Due to Climate Change

First written in FY2023. 3 of 5 entries say "Restated". Latest entry: FY2026.

5entries
4years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2023 – FY20262023: 320232024: 120242025: 020252026: 12026
Same theme, other companies
Physical, Transition, and Reputational Risks Associated with Climate ChangeA theme 161 companies write about · 161 as a headwind · 0 as a tailwind

The whole theme swung hardest in 2020: 1 of 12 companies on the "Worse" side.

14 other companies' latest entry also says "Other".

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 161 companies compared. The sentences above are computed from all 161.
Full recordFilings, disclosures and news, newest first
  1. FY2026Expanded assessment scope for climate-related risks and opportunitiesAnnual report

    「1.5℃シナリオにおいては、脱炭素化に向けた炭素税や法規制の導入による対応コストの増加が考えられる一方で、脱炭素政策の推進による省・再エネ需要の高まりにより、太陽光発電システム、蓄電池や各種省エネ設備の販売機会が増大し、当社の企業価値向上の機会があると認識しております。」

    従来の電力価格・冷房コスト・拠点操業停止リスクに加え、炭素税、法規制、新技術導入遅延、気温上昇等をシナリオ別に評価し、機会も含めた整理へ拡張している。
  2. FY2024-Q3RestatedAnnual report

    「No new business or other risks arose during the nine months ended 31 December. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    気候変動による電力価格・コスト上昇と拠点操業停止リスクについて、新たな発生や重要な変更がないと記載している。
  3. FY2024-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    気候変動による電力価格・コスト上昇と拠点操業停止リスクについて、新たな発生や重要な変更がないと記載している。
  4. FY2024-Q1RestatedAnnual report

    「No new business or other risks arose during the three months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    気候変動による電力価格・コスト上昇と拠点操業停止リスクについて、新たな発生や重要な変更がないと記載している。
  5. FY2023First statedAnnual report

    「気候変動による気温上昇が進んだ場合、電力需要の増大を通じた電力価格の上昇により、小売電気事業の電力調達価格の増大、冷房コストの増加等、当社グループの業績に様々な影響を及ぼす可能性があります。」

    気候変動に伴う電力調達価格・冷房コストの上昇に加え、洪水や高潮などの風水害による拠点の操業停止を新たなリスクとして開示している。
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
grems's next results are scheduled for 2026-11-04. Read the earnings preview
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Higher Electricity Prices and Costs and Facility Shutdowns Due to Climate Change | grems,Inc. (3150) | Komori