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Okamoto Glass (7746) · TargetReframed

Positioning Social Infrastructure, Marine, Beauty and Medical Equipment as the Third Business Pillar

First written in FY2019. 3 of 8 entries say "Reframed", first in FY2022. Latest entry: FY2026.

8entries
8years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2019ReframedFY20232019: 120192020: 020202021: 120212022: 220222023: 220232024: 020242025: 020252026: 22026
Same theme, other companies
Expansion into New Markets and Profitability Improvement in the Optical-Related BusinessA theme 12 companies write about · 1 as a headwind · 17 as a tailwind

The whole theme swung hardest in 2025: 1 of 8 companies on the "Worse" side.

0 other companies' latest entry also says "Reframed".

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. FY2026ReframedAnnual report

    「Under GROWTH28, we will accelerate the transformation of our business portfolio and aim for consolidated net sales of ¥10 billion and a consolidated operating margin of at least 10% for the fiscal year ending March 2029 by investing in growth areas, including AI data centers.」

    The plan’s focus has been shifted from the previous framework of the third and fourth business pillars to the growth fields and business-portfolio transformation under GROWTH28, including products for AI data centers, the marine business and existing core fields.
  2. 2026-05-15AdvancedBusiness Plan

    「Accelerating the transformation of the business portfolio」

    The Company explicitly stated its policy of accelerating the transformation of its business portfolio through a shift toward growth areas and investment to expand production capacity. Target markets include AI data centers, marine, lighting and automotive products in addition to the existing projector market.
  3. FY2023ReframedAnnual report

    「The company will further advance its 3 core technologies—glass-material development, precision molding and thin-film deposition—and expand its business into growth-target areas of mobility, healthcare and the environment.」

    The plan’s target areas have been reorganized from social infrastructure, marine, and beauty and medical equipment as the third pillar of the business to mobility, healthcare and the environment as growth-target areas.
  4. FY2023-Q3RestatedAnnual report

    「Decorative vapor deposition on glass containers has become a new core business, while the company will further expand businesses including automotive components for next-generation vehicles, glass frit for 5G communications components, the free-fall deep-sea exploration vehicle “Edo-kko 1,” and pressure-resistant glass spheres. At the same time, it will expand its glass and optical solutions business by leveraging the group's quality assurance system and overseas network. Through these measures, the company will establish a revenue structure capable of generating earnings even if demand for projector components declines in the future.」

    The company reiterates its policy of making decorative vapor deposition a new pillar of the business, expanding automotive components, 5G frit, Edokko 1, pressure-resistant glass spheres and the solutions business, and transforming its revenue structure.
  5. FY2023-Q2RestatedAnnual report

    「Through these measures, the company will establish a revenue structure capable of generating earnings even if demand for projector components declines in the future.」

    The company reiterates that establishing a revenue structure capable of securing earnings even when demand for projector components declines is the objective of business diversification and expansion of its solutions business.
  6. FY2022ReframedAnnual report

    「The company will establish social infrastructure, including high-speed 5G communications, and products for marine-environment monitoring and resource exploration as the third and fourth pillars of the business.」

    The plan has been reorganized from establishing social infrastructure, marine, and beauty and medical equipment as the third pillar to making social infrastructure and marine-environment monitoring and resource exploration the third and fourth pillars.
  7. FY2022-Q1AdvancedAnnual report

    「Decorative vapor deposition on glass containers has been added as a new pillar of the business, and the company will continue to expand businesses including automotive components for next-generation vehicles, glass frit for 5G communications components, the free-fall deep-sea exploration vehicle “Edokko 1,” and pressure-resistant glass spheres,」

    The company states that decorative vapor deposition on glass containers has become a new pillar of the business, indicating specific progress in diversifying its operations.
  8. FY2019First statedAnnual report

    「The company will establish products for social infrastructure, including solar power generation and high-speed 5G communications, marine businesses, and beauty and medical equipment as the third pillar of its business by fiscal 2021.」

    The company newly sets out a target of establishing social infrastructure, marine, and beauty and medical equipment products as the third pillar of the business by fiscal 2021, complementing its existing optical and lighting businesses.
Moved together

"Dependence on the Projector Market and Optical Business" moved the same way as this thread, in the same document, in 3 of its 8 moves.

333222★123456
  1. ★This thread
  2. 1Dependence on the Projector Market and Optical Business3×
  3. 2Dependence on Sales to Major Customers3×
  4. 3Medium-Term Management Plan for FY2017–FY20203×
  5. 4Developing new businesses, including frit and functional thin films, into core operations2×
  6. 5Group-wide Risk Management Centered on the Internal Control Committee2×
  7. 6Strengthening the Earnings Base through “Selection and Concentration”2×

★ 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 Okamoto Glass yet. It last moved in the Business Plan of 2026-05-15: "Advanced".
News
No news is linked to this thread yet. When an article touches it, it will appear here by date.
Positioning Social Infrastructure, Marine, Beauty and Medical Equipment as the Third Business Pillar | OKAMOTO GLASS CO.,LTD. (7746) | Komori