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A&A Material (5391) · FactAdvanced

Rising demand for energy-saving and carbon-neutral equipment investment

First written in FY2024-Q1. 5 of 7 entries say "Advanced", first in FY2024-Q3. Latest entry: FY2026.

7entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024-Q1 – FY2024-Q2AdvancedFY2024-Q3 – FY20262023: 220232024: 220242025: 120252026: 22026
Same theme, other companies
Expansion of Public- and Corporate-Sector Capital Investment to Promote SustainabilityA theme 4 companies write about · 0 as a headwind · 4 as a tailwind

0 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

    「In addition, specification-in activities for various energy-saving materials, including high-performance insulation materials, for new markets pursuing carbon neutrality produced results, while orders for “AP Connector®” increased significantly, resulting in a substantial increase in sales.」

    Specification-in activities for high-performance insulation materials and energy-saving materials targeting new carbon-neutral markets produced results and contributed to sales.
  2. 2026-05-08AdvancedEarnings

    「In addition, specification-in activities for various energy-saving materials, including high-performance insulation materials, for new markets pursuing carbon neutrality produced results, while orders for “AP Connector®” increased significantly, resulting in a substantial increase in sales.」

    カーボンニュートラル関連の省エネ資材について、スペックイン活動が成果に結び付いたと記載している。
  3. FY2025AdvancedAnnual report

    「In the insulation and refractory business, sales of “Resepal® HS,” an insulation material for overseas aluminium-melting equipment, declined as the effects of the global decrease in aluminium demand continued. Meanwhile, specification-in activities for various energy-saving materials, including high-performance insulation materials, for new markets pursuing carbon neutrality have produced results and contributed to sales.」

    While sales of existing products continued to decline due to lower aluminium demand, specification-in activities for high-performance insulation materials and other products targeting new carbon-neutral markets produced results.
  4. FY2025-H1AdvancedAnnual report

    「In the thermal insulation and furnace construction business, despite difficult conditions with no large-scale domestic thermal insulation projects, new initiatives produced results, including large orders for furnace construction materials for carbon-neutral applications and contract orders for refrigeration warehouse construction.」

    The company reported concrete results from demand related to energy savings and carbon neutrality, including a large order for refractory materials for carbon-neutral applications.
  5. FY2024-Q3AdvancedAnnual report

    「Within these areas, capital investment related to environmental considerations such as carbon neutrality and new energy is showing strong activity in the insulation/refractory and environment/energy fields.」

    Capital investment aimed at energy savings and carbon neutrality has progressed from being recognised as an area of increase to showing strong activity in the insulation/refractory and environment/energy fields.
  6. FY2024-Q2RestatedAnnual report

    「In the industrial products and engineering business, capital investment plans related to environmental considerations such as energy savings and carbon neutrality are increasing in the shipbuilding, insulation/refractory and environment/energy fields.」

    The company reaffirmed its recognition that capital investment plans related to energy savings and carbon neutrality are increasing in the shipbuilding, insulation/refractory and environment/energy fields.
  7. FY2024-Q1First statedAnnual report

    「In the industrial products and engineering business, capital investment plans and inquiries related to energy savings and carbon neutrality are increasing in the plant, insulation/refractory and environment/energy fields.」

    The company newly identified, as an independent theme, the business-environment trend of increasing capital investment plans and inquiries related to energy savings and carbon neutrality in the plant, insulation/refractory and environment/energy fields.
Moved together

"Expanding Sales of High-Performance Products Centered on Decorative Boards" moved the same way as this thread, in the same document, in 5 of its 7 moves.

543333★123456
  1. ★This thread
  2. 1Expanding Sales of High-Performance Products Centered on Decorative Boards5×
  3. 2Decline in Shipbuilding Industry Orders and Vessels Under Construction and Weak Demand for Marine Thermal Insulation Materials4×
  4. 3Product Price Revisions in Response to Soaring Raw Material and Fuel Prices3×
  5. 4Expanding Business Scale through Strategic M&A3×
  6. 5Expansion of the non-metallic expansion joint business and overseas operations by leveraging the Indonesian base3×
  7. 6Development of New Thermal and Cold-Insulation Construction Methods and Expansion into New Business Areas3×

★ 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
A&A Material's next results are scheduled for 2026-11-05. Read the earnings preview It last moved in the Earnings of 2026-05-08: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.