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Sanix Holdings (4651) · InitiativeSoftened

Commercializing Solar Panel Recycling

First written in FY2024. 2 of 3 entries say "Softened", first in 2026-05-15. Latest entry: FY2026.

3entries
3years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY20242024: 120242025: 020252026: 22026
Same theme, other companies
Solar Panel Reuse and Recycling BusinessA theme 4 companies write about · 0 as a headwind · 5 as a tailwind

Sanix Holdings moved to the "Worse" side of this theme in 2026.

0 other companies' latest entry also says "Softened".

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. FY2026SoftenedAnnual report

    「The Group has determined that solar panel recycling is not commercially viable with current technologies. However, as large volumes of used solar panels are expected to arise in the 2030s following the expiration of the FIT purchase period for solar power, we will continue demonstration testing of solar panel recycling by leveraging our accumulated expertise in solar panels and the strength of our nationwide industrial waste treatment network.」

    The previous direction toward commercializing solar panel recycling was scaled back to continuing demonstration testing for the time being, because the business was judged not to be commercially viable with current technologies.
  2. 2026-05-15SoftenedRevision of earnings forecasts

    「Although the Group has determined that solar panel recycling is not commercially viable with current technology, large volumes of used solar panels are expected to emerge in the 2030s as the FIT purchase periods for solar power expire. We will therefore continue demonstration tests for solar panel recycling, leveraging the expertise we have developed in solar panels and our strength in having an industrial waste treatment network across Japan.」

    The company added its determination that solar panel recycling is not commercially viable with current technology, narrowing the emphasis from commercialization to continuing demonstration tests.
  3. FY2024First statedAnnual report

    「The Group aims to commercialize solar panel recycling. As large volumes of used solar panels are expected to arise in the 2030s following the expiration of the FIT purchase period for solar power, we will leverage our accumulated expertise in solar panels and the strength of our nationwide industrial waste treatment network to advance the verification of solar panel recycling technologies.」

    In anticipation of large volumes of used solar panels arising in the 2030s, a new policy was presented to verify recycling technologies and commercialize the business by leveraging existing solar panel expertise and the waste treatment network.
Moved together

"Sustained Profitability and a 10% Operating Margin" moved the same way as this thread, in the same document, in 2 of its 3 moves.

2222★1234
  1. ★This thread
  2. 1Sustained Profitability and a 10% Operating Margin2×
  3. 2Renewable Energy Policy Changes and Volatility in the Solar Market2×
  4. 3Revenue fluctuations resulting from statutory inspections and periodic repairs at the Tomakomai Power Plant2×
  5. 4Improving Cash Flow and Reducing Interest-Bearing Debt2×

★ 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 Sanix Holdings yet. It last moved in the Revision of earnings forecasts of 2026-05-15: "Softened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Commercializing Solar Panel Recycling | SANIX HOLDINGS INCORPORATED (4651) | Komori