Komori
Ngk (5333) · InitiativeAdvanced

Pilot testing and product development of large ceramic membranes for CO2 separation

First written in FY2019. 2 of 5 entries say "Restated". Latest entry: FY2026.

5entries
8years
0from disclosures
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How it moved
ProgressHeldSoftenedWorseRestatedFY2019 – FY2023AdvancedFY2025 – FY20262019: 120192020: 020202021: 120212022: 020222023: 120232024: 020242025: 120252026: 12026
Same theme, other companies
Commercialization of Energy Technologies, Including Fuel Cells and CO2 Separation MembranesA theme 8 companies write about · 0 as a headwind · 8 as a tailwind

5 other companies' latest entry also says "Advanced".

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. FY2026AdvancedAnnual report

    「For products that can contribute to society’s environmental needs, including DAC, which directly captures CO2 from the atmosphere, and sub-nanometer ceramic membranes that separate CO2, nitrogen, hydrogen and other substances at the molecular level, the Company will regard the extended preparation period as an opportunity to advance product performance and reduce costs, thereby strengthening competitiveness.」

    The Company has announced a policy of using the delay in the formation of demand for DAC and sub-nanometer ceramic membranes as a preparation period to improve performance and reduce costs.
  2. FY2025AdvancedAnnual report

    「Research and development themes related to this business include various sub-nanometer ceramic membranes, next-generation composite wafers and High Ceram carriers.」

    Research and development related to CO2 separation membranes is being expanded into the development of carbon-neutral products and services, including sub-nanometer ceramic membranes and DAC.
  3. FY2023RestatedAnnual report

    「Research and development themes during the consolidated fiscal year included the zinc secondary battery “ZNB®,” DDR-type zeolite membranes for CO2 separation, and ceramic supports for DAC (Direct Air Capture).」

    In addition to ZNB and CO2 separation membranes, the Company continues to pursue and expand ceramic supports for DAC as research and development themes.
  4. FY2021RestatedAnnual report

    「Research and development themes during the consolidated fiscal year included chip-type ceramic secondary batteries and DDR-type zeolite membranes for CO2 separation.」

    The Company continues to pursue chip-type ceramic secondary batteries and DDR-type zeolite membranes for CO2 separation as research and development themes.
  5. FY2019First statedAnnual report

    「In February 2019, a large ceramic membrane for CO2 separation (DDR-type zeolite membrane) developed by the Company was selected for a pilot test conducted jointly by the Japan Organization for Metals and Energy Security (JOGMEC) and JGC Corporation at a US oil field. This was the world’s first application of a large ceramic membrane, and the Company plans to strengthen product development using the pilot test as a springboard.」

    A large ceramic membrane for CO2 separation was selected for a pilot test at a US oil field, and the Company has announced plans to use the pilot test to strengthen product development.
Moved together

"Higher demand for ceramic products used in semiconductor manufacturing equipment" moved the same way as this thread, in the same document, in 2 of its 5 moves.

222222★123456
  1. ★This thread
  2. 1Higher demand for ceramic products used in semiconductor manufacturing equipment2×
  3. 2Share Repurchases to Improve Capital Efficiency2×
  4. 3Management incentives through performance-linked bonuses and share-based compensation2×
  5. 4Strengthening head office capabilities to support global management and developing diverse talent2×
  6. 5Growth of the automotive business through higher value-added products and overseas production line expansion2×
  7. 6Expansion of new wafer products and investment in mass production2×

★ 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
Ngk's next results are scheduled for 2026-10-30. Read the earnings preview
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