Komori
Nagase & (8012) · RiskMitigatedLatest Governance (2026-10-21): "Advanced"

Risk of changes in value delivered due to technological innovation, climate change, resource shortages and other factors

First written in FY2021. 2 of 6 entries say "Worsened", first in FY2022. Latest entry: 2026-10-21.

6entries
6years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2021WorsenedFY2022 – FY2023RestatedFY20252021: 120212022: 120222023: 120232024: 020242025: 120252026: 22026
Same theme, other companies
Changes in value delivered due to technological innovation, climate change and resource shortagesA theme 1 companies write about · 1 as a headwind · 0 as a tailwind

No other company in this theme has enough history to compare yet.

Full recordFilings, disclosures and news, newest first
  1. 2026-10-21AdvancedGovernance

    「2026年2月、国際的気候変動イニシアチブであるSBTi(Science Based Targets initiative)より、当社グループのGHG排出量削減目標について「短期目標(1.5℃水準)」のSBT認定を取得しました。」

    気候変動対応をSBT認定取得とScope1・2、Scope3の2030年度削減目標へ具体化している。
  2. FY2026MitigatedAnnual report

    「Regarding the 2030 targets, the company obtained SBT certification for its “near-term targets” from SBTi, an international climate change initiative, on 20 February 2026, and has set targets of reducing Scope 1 and 2 emissions by 42.0% from fiscal 2021 levels and Scope 3 emissions by 25.0% from fiscal 2023 levels.」

    The company has translated its response to climate change risk into specific actions, including obtaining SBT certification and setting reduction targets for Scope 1 and 2 and Scope 3 emissions. However, climate change risk itself remains in the highest category for both impact and likelihood.
  3. FY2025RestatedAnnual report

    「Risks relating to climate change: Impact I; Likelihood I」

    Climate change risk continues to be assessed in the highest category for both impact and likelihood, with intensifying natural disasters, rising sea levels, and supply chain disruptions cited as examples.
  4. FY2023WorsenedAnnual report

    「Risks relating to climate change: Impact I; Likelihood I」

    Climate change risk was assessed in the highest category for both impact and likelihood, and material business impacts from increasingly severe natural disasters and sea-level rise were specified.
  5. FY2022WorsenedAnnual report

    「However, if physical risks such as increasingly severe abnormal weather, including intensifying natural disasters caused by climate change, and sea-level rise associated with global warming materialize, they could materially affect the Group’s business activities.」

    The Company specified climate change risks as physical risks, including increasingly severe abnormal weather and sea-level rise, and described the potential for material business impacts.
  6. FY2021First statedAnnual report

    「We recognize that changes in the external environment, including technological innovation, climate change and resource shortages, demographic changes and industry restructuring, could significantly change the value we have traditionally delivered and dilute NAGASE’s strengths.」

    In its analysis of the external environment when formulating ACE 2.0, the Company identified multiple structural environmental changes as important risks and opportunities, separately from broader changes in the chemical industry.
Moved together

"Improving the ROIC spread and establishing a Net DE ratio below 0.5x as the norm" moved the same way as this thread, in the same document, in 3 of its 6 moves.

322222★123456
  1. ★This thread
  2. 1Improving the ROIC spread and establishing a Net DE ratio below 0.5x as the norm3×
  3. 2Talent Development and Use of Specialists and External Talent2×
  4. 3Strengthening governance with an emphasis on speedy decision-making and transparency2×
  5. 4Advancing Digital Transformation (DX) for Medium- to Long-Term Growth2×
  6. 5Societal Demands and Human Rights and Environmental Issues in the Supply Chain2×
  7. 6Changes in Trends Across the Chemical Industry2×

★ 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
Nagase &'s next results are scheduled for 2026-11-06. Read the earnings preview It last moved in the Governance of 2026-10-21: "Advanced".
News
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