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Nippon Sheet Glass (5202) · InitiativeWorsened

Restoration of Profitability and Improvement in Selling Prices in the Automotive Glass Business

First written in FY2023-Q3. 7 of 14 entries say "Worsened", first in FY2025-H1. Latest entry: 2026-08-07.

14entries
4years
4from disclosures
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How it moved
ProgressHeldSoftenedWorseAdvancedFY2023 – FY2024WorsenedFY2025-H1 – FY2025OtherFY2026-H12023: 420232024: 320242025: 220252026: 52026
Same theme, other companies
Improved architectural glass pricing and higher automotive glass shipmentsA theme 2 companies write about · 0 as a headwind · 3 as a tailwind

Nippon Sheet Glass moved to the "Worse" side of this theme in 2025.

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

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. FY2026WorsenedAnnual report

    「For the fiscal year, revenue from the automotive glass business was ¥457.2 billion (¥429.4 billion in the previous fiscal year), and operating profit before separately disclosed items was ¥5.0 billion (¥7.7 billion in the previous fiscal year).」

    Revenue in the automotive glass business increased, while operating profit before separately disclosed items declined from ¥7.7 billion to ¥5.0 billion. Lower production efficiency in North America and sluggish automotive production in Europe were cited.
  2. FY2026-H1Higher revenue, flat profitAnnual report

    「For the six months ended in the current interim period, revenue from the automotive glass business was ¥221.2 billion (¥217.3 billion in the same period of the previous year), and operating profit before separately disclosed items was ¥3.5 billion (¥3.5 billion in the same period of the previous year).」

    Revenue in the automotive glass business increased year on year, while operating profit before separately disclosed items was flat at ¥3.5 billion. Higher sales volumes in South America and improved selling prices for replacement glass in North America contributed to improvements in some regions.
  3. FY2025WorsenedAnnual report

    「For the fiscal year, revenue from the automotive glass business was ¥429.4 billion (¥417.6 billion in the previous fiscal year), and operating profit before separately disclosed items was ¥7.7 billion (¥11.3 billion in the previous fiscal year).」

    Revenue in the automotive glass business increased due to yen depreciation, while operating profit before separately disclosed items declined from ¥11.3 billion to ¥7.7 billion. Lower demand in Europe and a review of the production structure in Germany were cited.
  4. FY2025-H1WorsenedAnnual report

    「For the six months ended in the current interim period, revenue from the automotive glass business was ¥217.3 billion (¥205.2 billion in the same period of the previous year), and operating profit before separately disclosed items was ¥3.5 billion (¥6.3 billion in the same period of the previous year).」

    Revenue in the automotive glass business increased due to yen depreciation, while operating profit before separately disclosed items declined from ¥6.3 billion to ¥3.5 billion. Sales volumes were at approximately the same level as the previous year in many regions, and the impact of production stoppages by customers was also noted.
  5. FY2024AdvancedAnnual report

    「Revenue from the automotive glass business for the consolidated fiscal year was ¥417.6 billion (¥354.7 billion in the previous consolidated fiscal year), while operating profit before individually disclosed items was ¥11.3 billion (¥4.1 billion in the previous consolidated fiscal year).」

    The automotive glass business improved both revenue and operating profit before separately disclosed items substantially through higher sales volumes, price pass-through, and the removal of supply chain constraints.
  6. FY2024-Q3AdvancedAnnual report

    「Revenue in the automotive glass business for the first 3 quarters of the current fiscal year was ¥305.9 billion (¥258.4 billion in the same period of the previous year), while operating profit before separately disclosed items was ¥9.3 billion (a loss of ¥1.1 billion in the same period of the previous year). The increase in revenue resulted from the recovery of customer production and higher sales volumes in many regions as constraints caused by supply chain issues were resolved.」

    The automotive glass business improved revenue from ¥258.4 billion to ¥305.9 billion and operating profit before separately disclosed items from a loss of ¥1.1 billion to profit of ¥9.3 billion. The removal of supply chain constraints, production recovery, and higher sales volumes were cited as factors driving the improvement.
  7. FY2024-Q2AdvancedAnnual report

    「For the six months ended in the current second quarter, revenue from the automotive glass business was ¥205.2 billion (¥171.9 billion in the same period of the previous year), and operating profit before separately disclosed items was ¥6.3 billion (a loss of ¥1.7 billion in the same period of the previous year). The increase in revenue resulted from recovering customer production and higher sales volumes, following the benefits of yen depreciation and the removal of supply chain constraints in many regions.」

    The automotive glass business improved revenue from ¥171.9 billion to ¥205.2 billion and operating profit before separately disclosed items from a loss of ¥1.7 billion to profit of ¥6.3 billion. The removal of supply chain constraints, production recovery, and higher sales volumes were cited as factors driving the improvement.
  8. FY2024-Q1AdvancedAnnual report

    「For the three months ended in the current first quarter, revenue from the automotive glass business was ¥100.9 billion (¥81.6 billion in the same period of the previous year), and operating profit before separately disclosed items was ¥3.2 billion (a loss of ¥700 million in the same period of the previous year). The increase in revenue resulted from recovering customer production and higher sales volumes, following the benefits of yen depreciation and the removal of supply chain constraints in many regions.」

    The automotive glass business achieved revenue of ¥100.9 billion and operating profit before separately disclosed items of ¥3.2 billion, turning profitable from a loss of ¥700 million in the same period of the previous year. The removal of supply chain constraints, production recovery, and higher sales volumes were cited as factors driving the improvement.
  9. FY2023AdvancedAnnual report

    「For the fiscal year, revenue from the automotive glass business was ¥354.7 billion (¥276.2 billion in the previous fiscal year), and operating profit before separately disclosed items was ¥4.1 billion (a loss of ¥7.9 billion in the previous fiscal year), resulting in full-year profitability. Sales volumes continued to increase gradually, and agreements were reached with customers on higher selling prices, offsetting surging input costs.」

    The automotive glass business improved operating profit before separately disclosed items from a loss of ¥7.9 billion to profit of ¥4.1 billion through higher sales volumes, agreements on higher selling prices, and the offsetting of rising input costs, achieving full-year profitability.
  10. FY2023-Q3First statedAnnual report

    「For the nine months ended in the current third quarter, revenue from the automotive glass business was ¥258.4 billion (¥203.3 billion in the same period of the previous year), and operating loss was ¥1.1 billion (a loss of ¥5.9 billion in the same period of the previous year). In the third quarter, however, the business recorded operating profit before separately disclosed items for the first time since the first quarter of the previous fiscal year. Sales volumes continued to increase gradually, and agreements were reached with customers on higher selling prices, mitigating the impact of surging input costs.」

    The automotive glass business remained in an operating loss position on a cumulative basis, but recorded operating profit before separately disclosed items in the third quarter alone for the first time since the first quarter of the previous fiscal year. Progress included higher sales volumes, agreements with customers on higher selling prices, and mitigation of rising input costs.
Moved together

"Risk of Semiconductor Component Shortages and Supply Chain Disruptions" moved the same way as this thread, in the same document, in 7 of its 14 moves.

766655★123456
  1. ★This thread
  2. 1Risk of Semiconductor Component Shortages and Supply Chain Disruptions7×
  3. 2Debt Reduction through Profitability Improvement, Working Capital Management and Capital Expenditure Management6×
  4. 3Decline in the Ratio of Equity Attributable to Owners of the Parent6×
  5. 4First-quarter operating profit and profit attributable to owners of the parent turn profitable6×
  6. 5Financial Sustainability and MTP Financial Targets5×
  7. 6Maximizing Equipment Utilization and Expanding the VA Product Ratio5×

★ 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 Nippon Sheet Glass yet. It last moved in the Financial results presentation of 2026-08-07: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Restoration of Profitability and Improvement in Selling Prices in the Automotive Glass Business | Nippon Sheet Glass Company,Limited (5202) | Komori