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Sumitomo Osaka Cement (5232) · RiskWorsenedLatest Financial results presentation (2026-08-04): "Restated"

Decline in Domestic Cement Demand

First written in FY2016. 18 of 39 entries say "Worsened", first in FY2017-Q1. Latest entry: 2026-08-04.

39entries
11years
4from disclosures
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How it moved
ProgressHeldSoftenedWorse2016: 320162017: 420172018: 420182019: 320192020: 420202021: 420212022: 420222023: 320232024: 320242025: 220252026: 52026
Same theme, other companies
Decline in demand due to fluctuations in public investment and industrial capital investmentA theme 36 companies write about · 29 as a headwind · 6 as a tailwind

Sumitomo Osaka Cement moved to the "Worse" side of this theme in 2016, 4 years before the typical company in this theme (2020).

The whole theme swung hardest in 2024: 8 of 28 companies on the "Worse" side.

20 other companies' latest entry also says "Restated".

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 36 companies compared. The sentences above are computed from all 36.
Full recordFilings, disclosures and news, newest first
  1. FY2026WorsenedAnnual report

    「Domestic cement demand was 30,532 thousand tonnes, down 6.5% from the previous fiscal year.」

    The decline in domestic demand continued, with the rate of decline widening from 5.6% in the previous period to 6.5%. The materials state that domestic demand is expected to decline in the following period as well.
  2. FY2026-H1WorsenedAnnual report

    「Domestic cement demand was 15,354 thousand tonnes, down 6.1% from the same period of the previous year.」

    Domestic demand continued to decline, with the year-on-year rate of decline widening from 6.0% in the previous interim period to 6.1%. The decline in demand occurred in the reported results and was quantified.
  3. FY2025SoftenedAnnual report

    「Domestic cement demand was 32,656 thousand tonnes, down 5.6% from the previous period.」

    Domestic demand continued to decline, but the rate of decline narrowed from 7.3% in the previous period to 5.6%.
  4. FY2025-H1SoftenedAnnual report

    「Domestic cement demand was 16,342 thousand tonnes, down 6.0% from the same period of the previous year.」

    Domestic demand continued to decline, but the year-on-year rate of decline narrowed from the most recent 6.5% to 6.0%. The risk of declining demand occurred in practice and was quantified.
  5. FY2024WorsenedAnnual report

    「Domestic cement demand was 34,577 thousand tonnes, down 7.3% from the same period of the previous year.」

    Domestic demand declined 7.3% year on year, with the decline widening from 2.0% in the previous period. The decline in demand became more serious in the reported results.
  6. FY2024-Q3WorsenedAnnual report

    「Domestic cement demand was 26,709 thousand tonnes, down 6.6% from the same period of the previous year.」

    Domestic demand declined 6.6% year on year, with the decline widening slightly from 6.5% in the previous quarter. The materials cite labor shortages and higher construction costs as factors behind declines in public-sector and private-sector demand.
  7. FY2024-Q2RestatedAnnual report

    「Domestic cement demand was 17,391 thousand tonnes, down 6.5% from the same period of the previous year.」

    Domestic demand declined 6.5% year on year and continued to fall. The rate of decline was at the same level as in the previous quarter, and the substantive change in the disclosure was limited.
  8. FY2024-Q1WorsenedAnnual report

    「Domestic cement demand was 8,575 thousand tonnes, down 6.5% from the same period of the previous year.」

    Domestic demand declined 6.5% year on year, with the decline widening from the 0.5% decline disclosed previously. The risk of declining demand became more serious in the reported results.
  9. FY2023-Q3WorsenedAnnual report

    「Domestic cement demand was 28,600 thousand tonnes, down 1.3% from the same period of the previous year.」

    The decline in domestic demand continued, with the year-on-year rate of decline widening from 0.5% in the previous quarter to 1.3%.
  10. FY2023-Q2RestatedAnnual report

    「Domestic cement demand was 18,598 thousand tonnes, down 0.5% from the same period of the previous year.」

    Domestic demand declined 0.5% year on year, the same rate of decline as in the previous quarter, and the decline in demand continued.
  11. FY2023-Q1SoftenedAnnual report

    「Domestic cement demand was 9,176 thousand tonnes, down 0.5% from the same period of the previous year.」

    Domestic demand continued to decline, but the rate of decline narrowed from 2.0% in the previous period to 0.5%.
  12. FY2022SoftenedAnnual report

    「Domestic cement demand was 37,882 thousand tonnes, down 2.0% from the previous period.」

    Domestic demand continued to decline, but the rate of decline narrowed from 5.6% in the previous period to 2.0%. The decline in demand occurred in practice and was quantified.
  13. FY2022-Q3WorsenedAnnual report

    「Domestic cement demand was 28,984 thousand tonnes, down 2.1% from the same period of the previous year.」

    The decline in domestic demand continued, resulting in a 2.1% year-on-year decline. The decline widened from 1.9% in the previous quarter.
  14. FY2022-Q2WorsenedAnnual report

    「Domestic cement demand was 18,696 thousand tonnes, down 1.9% from the same period of the previous year.」

    Domestic demand declined 1.9% year on year, with the decline widening slightly from 1.8% in the previous quarter. The decline in demand continued in the reported results.
  15. FY2022-Q1SoftenedAnnual report

    「Domestic cement demand was 9,224 thousand tonnes, down 1.8% from the same period of the previous year.」

    Domestic demand continued to decline, but the year-on-year rate of decline narrowed from a 6.3% decline in FY2021-Q1 to 1.8%.
  16. FY2021WorsenedAnnual report

    「Domestic cement demand was 38,670 thousand tonnes, down 5.6% from the previous period.」

    Domestic demand declined 5.6% from the previous period, with the decline widening from 3.8% in the previous period. The decline in demand continued in the full-year results. The materials also cite the impact of COVID-19 and the shortage of skilled workers.
  17. FY2021-Q3SoftenedAnnual report

    「Domestic cement demand was 29,615 thousand tonnes, down 5.5% from the same period of the previous year.」

    Domestic demand continued to decline, but the year-on-year rate of decline narrowed from 6.4% in the previous quarter to 5.5%.
  18. FY2021-Q2WorsenedAnnual report

    「Domestic cement demand was 19,051 thousand tonnes, down 6.4% from the same period of the previous year.」

    The decline in domestic demand continued, with the year-on-year rate of decline widening from 6.3% in the previous quarter to 6.4%. The decline in demand occurred in the reported results and was quantified.
  19. FY2021-Q1WorsenedAnnual report

    「Domestic cement demand was 9,398 thousand tonnes, down 6.3% from the same period of the previous year.」

    Domestic demand declined 6.3% year on year, and the decline in demand continued in the reported results. The materials also cite the peaking of reconstruction and redevelopment demand, project suspensions, and the impact of COVID-19.
  20. FY2020WorsenedAnnual report

    「Domestic cement demand was 40,970 thousand tonnes, down 3.8% from the previous period.」

    Domestic demand declined 3.8% from the previous period, falling from 42,589 thousand tonnes in the previous period. The risk of declining demand became evident again in the full-year results.
  21. FY2020-Q3WorsenedAnnual report

    「Domestic cement demand was 31,333 thousand tonnes, down 3.6% from the same period of the previous year.」

    Domestic demand declined 3.6% year on year, with the decline widening from 2.0% in the previous quarter. The decline in demand continued in the reported results.
  22. FY2020-Q2SoftenedAnnual report

    「Domestic cement demand was 20,364 thousand tonnes, down 2.0% from the same period of the previous year.」

    Although domestic demand declined year on year, the rate of decline narrowed to 2.0% from 4.1% in the previous quarter. Demand continued to decline, but the decline moderated.
  23. FY2020-Q1WorsenedAnnual report

    「Domestic cement demand was 10,034 thousand tonnes, down 4.1% from the same period of the previous year.」

    Domestic demand turned from a 2.2% year-on-year increase to a 4.1% decline, with the decline in demand recurring in the reported results.
  24. FY2019-Q3SoftenedAnnual report

    「Domestic cement demand was 32,517 thousand tonnes, up 1.3% year on year.」

    Domestic demand increased 1.3% year on year and returned to growth from a 0.3% decline in the previous quarter, reducing the risk of declining demand.
  25. FY2019-Q2WorsenedAnnual report

    「Domestic cement demand was 20,770 thousand tonnes, down 0.3% year on year.」

    Domestic demand returned to a year-on-year decline, falling from the previous 2.2% increase to a 0.3% decrease. The risk of declining demand materialised again.
  26. FY2019-Q1SoftenedAnnual report

    「Domestic cement demand was 10,461 thousand tonnes, up 2.2% year on year.」

    Domestic demand increased 2.2% year on year, and the risk of declining demand continued to weaken because the rate of increase expanded from the 1.4% disclosed previously.
  27. FY2019-Q1SoftenedAnnual report

    「Domestic cement demand was 10,461 thousand tonnes, up 2.2% year on year.」

    Domestic demand increased 2.2% year on year, and the risk of declining demand continued to weaken because the rate of increase expanded from the 1.4% disclosed previously.
  28. FY2018-Q3Narrowing increase in demandAnnual report

    「Domestic cement demand was 32,099 thousand tonnes, up 1.4% year on year.」

    Domestic demand increased year on year, and the risk of declining demand continued to weaken. Meanwhile, the rate of increase narrowed from 3.1% in the previous quarter to 1.4%. This was quantified and reflected actual demand trends.
  29. FY2018-Q2SoftenedAnnual report

    「Domestic cement demand was 20,841 thousand tonnes, up 3.1% year on year.」

    Domestic demand increased 3.1% year on year, further reducing the risk of declining demand following the previous quarter. However, there was no statement that the risk had disappeared.
  30. FY2018-Q1SoftenedAnnual report

    「Domestic cement demand was 10,234 thousand tonnes, up 4.4% year on year.」

    The year-on-year decline in domestic demand seen previously reversed in the quarter, with demand up 4.4%, temporarily reducing the risk of declining demand.
  31. FY2017SoftenedAnnual report

    「Domestic cement demand was 41,777 thousand tonnes, down 2.1% from the previous fiscal year.」

    Domestic demand continued to decline, but the disclosed rate of decline narrowed from 3.2% year on year and 6.3% from the previous fiscal year. The decline in demand materialised and was quantified.
  32. FY2017-Q3SoftenedAnnual report

    「Domestic cement demand was 31,663 thousand tonnes, down 3.2% year on year.」

    Domestic demand continued to decline, but the year-on-year rate of decline narrowed from the previous 4.5% to 3.2%. The risk continued to materialise.
  33. FY2017-Q2SoftenedAnnual report

    「Domestic cement demand was 20,206 thousand tonnes, down 4.5% year on year.」

    Domestic demand continued to decline year on year, but the disclosed rate of decline narrowed from the previous 6.7% to 4.5%.
  34. FY2017-Q1WorsenedAnnual report

    「Domestic cement demand was 9,807 thousand tonnes, down 6.7% year on year.」

    Domestic demand continued to decline year on year, falling 6.7% in the quarter. The risk has materialised, and the decline for the period was quantified.
  35. FY2016First statedAnnual report

    「Domestic cement demand was 42,668 thousand tonnes, down 6.3% from the previous fiscal year.」

    The decline in public investment and private-sector capital investment was identified as a risk affecting performance and other factors, and domestic demand actually declined during the period.
Moved together

"Reduction of Interest-Bearing Debt" moved the same way as this thread, in the same document, in 17 of its 38 moves.

1713121086★123456
  1. ★This thread
  2. 1Reduction of Interest-Bearing Debt17×
  3. 2Increase in Cement Exports13×
  4. 3Surging raw material and fuel prices12×
  5. 4Downturn in Asian Emerging-Market Economies and Uncertainty in the Global Economy10×
  6. 5Risk of impairment of fixed assets8×
  7. 6Expansion of the Battery Materials Business and Increased Production Capacity6×

★ 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 Sumitomo Osaka Cement yet. It last moved in the Financial results presentation of 2026-08-04: "Restated".
News
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Decline in Domestic Cement Demand | Sumitomo Osaka Cement Co.,Ltd. (5232) | Komori