Komori
Ngk (5333) · RiskFirst stated

Risk of declining demand due to the adoption of polymer insulators and overseas electricity policies

First written in FY2026. . Latest entry: FY2026.

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Declining insulator demand due to polymer product adoption and overseas competitionA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

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  1. FY2026First statedAnnual report

    「In Japan, there is some risk that relatively inexpensive and lightweight polymer insulators will be adopted, despite concerns about their long-term performance compared with porcelain insulators.・Overseas, trends among competitors and the electricity policies of individual countries may affect earnings, creating a risk of declining revenue.」

    For the insulator business, the risks of declining demand and earnings due to the adoption of polymer products in Japan, overseas competitors and electricity policies have newly been specified.
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Ngk's next results are scheduled for 2026-10-30. Read the earnings preview
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