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Sanrin (7486) · RiskWorsened

Stagnant energy demand and increasing difficulty securing new demand due to population decline and fewer housing starts

First written in FY2017. 5 of 6 entries say "Worsened", first in FY2020. Latest entry: FY2026.

6entries
10years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2017WorsenedFY2020 – FY20262017: 120172018: 020182019: 020192020: 120202021: 020212022: 120222023: 020232024: 020242025: 120252026: 22026
Same theme, other companies
Declining oil and gas demand due to population decline and the spread of energy-efficient equipmentA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

Sanrin moved to the "Worse" side of this theme in 2020.

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

    「③ Initiatives to address the decline in the consumer population and energy consumption (strategy as a provider chosen by customers)」

    In addition to the decline in the population and number of households, it explicitly identifies the decline in the consumer population and energy consumption as issues to address, and sets out measures as a provider chosen by customers.
  2. 2026-05-28WorsenedGeneral Meeting of Shareholders

    「In the electricity business, the number of contracts increased year on year as the Company actively promoted the Long-Term Customer Discount for Sanrin My Page members. On the other hand, sales of solar power generation systems and storage batteries declined because the number of units sold was affected by the decrease in new housing starts by homebuilders and others, resulting in a slight year-on-year decline in total revenue from the electricity business.」

    新築着工件数の減少が太陽光発電システム・蓄電池の販売件数減少として現れ、需要確保の制約が具体化している。
  3. FY2025WorsenedAnnual report

    「① Decline in energy consumption as the transition to a decarbonised society progresses ② Decline in the number of consumer households and increasing difficulty securing employees due to the declining birthrate, ageing population and population decline」

    It explicitly identifies the decline in the number of households and employees due to population decline, together with lower energy consumption as the transition to a decarbonised society progresses, as negative impacts from the external environment.
  4. FY2022WorsenedAnnual report

    「The business environment for our core LP gas and petroleum products businesses is entering a period in which the population and number of households are expected to decline in the residential market, reducing the number of energy consumers. In addition, household energy use is expected to continue falling as customers become more energy-conscious and energy-efficient equipment becomes more widespread. Competition among providers to acquire customers is also expected to intensify further as a result.」

    It specifically anticipates that, in addition to population decline, the number of households and energy use per household will fall as energy-efficient equipment becomes more widespread, intensifying competition to acquire customers.
  5. FY2020WorsenedAnnual report

    「Japan also faces structural problems such as a declining birthrate, an ageing population and population decline. These problems cannot be resolved for the time being, and their impact on our Group is expected to increase.」

    It explains that the declining birthrate, ageing population and population decline will not be resolved for the time being, and that their impact on our Group is expected to increase.
  6. FY2017First statedAnnual report

    「The industry faces stagnant energy sales volumes as the population declines and the number of new housing starts falls. At the same time, competition among energy sources, including renewable energy, is intensifying daily, resulting in fierce competition on sales prices and an intense contest for customers.」

    It describes how population decline, fewer new housing starts and stagnant energy sales volumes are making it more difficult to secure new demand.
Moved together

"Stock market slump and uncertainty over the economic outlook following the UK's withdrawal from the EU" moved the same way as this thread, in the same document, in 5 of its 6 moves.

533332★123456
  1. ★This thread
  2. 1Stock market slump and uncertainty over the economic outlook following the UK's withdrawal from the EU5×
  3. 2Selling prices and earnings fluctuations linked to fuel procurement prices3×
  4. 3Uncertainty over the impact of the OPEC production cut agreement on energy prices and personal consumption3×
  5. 4Recruitment difficulties and rising personnel costs due to labor shortages3×
  6. 5Comprehensive proposals and greater efficiency through the “best energy mix”3×
  7. 6Higher real estate revenue driven by residential land sales2×

★ 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
Sanrin's next results are scheduled for 2026-11-09. Read the earnings preview It last moved in the General Meeting of Shareholders of 2026-05-28: "Worsened".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Stagnant energy demand and increasing difficulty securing new demand due to population decline and fewer housing starts | SANRIN CO.,LTD. (7486) | Komori