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Osaka Gas (9532) · RiskRestatedLatest Earnings (2026-05-08): "Materialised"

Structural Downtrend in Household Gas Demand

First written in FY2024-Q1. 2 of 5 entries say "Restated". Latest entry: 2026-05-08.

5entries
4years
1from disclosures
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How it moved
ProgressHeldSoftenedWorseFirst statedFY2024-Q1 – FY2024-Q2MaterialisedFY2024-Q3RestatedFY2026-H12023: 220232024: 120242025: 120252026: 12026
Same theme, other companies
Structural Changes in Energy Demand Driven by Energy-Conservation AwarenessA theme 3 companies write about · 3 as a headwind · 0 as a tailwind

Osaka Gas moved to the "Worse" side of this theme in 2026.

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

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. 2026-05-08MaterialisedEarnings

    「Residential 1,644 -0.9」

    Residential gas sales volume decreased 0.9% year on year, reflecting a downward trend in residential gas demand on a full-year basis.
  2. FY2026-H1RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 June. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company has reconfirmed that there have been no new developments or material changes in business and other risks, including the structural decline in household gas demand.
  3. FY2024-Q3MaterialisedAnnual report

    「Residential gas sales volume fell 4.8% from the same quarter of the previous year to 1,044 million m3, due to lower hot-water demand as air and water temperatures remained high, as well as higher equipment efficiency.」

    Structural factors driving the decline in household gas demand, including greater equipment efficiency, were reflected in actual results as a 4.8% year-on-year decrease in household gas sales volume.
  4. FY2024-Q2RestatedAnnual report

    「No new business or other risks arose during the six months ended 30 September. There were also no material changes to the business and other risks described in the securities report for the previous fiscal year.」

    The company has determined that there have been no new developments or material changes in business and other risks, including the structural decline in household gas demand.
  5. FY2024-Q1First statedAnnual report

    「Of this amount, household gas sales volume decreased 3.7% from the same quarter of the previous year to 376 million m3, due in part to the fading of stay-at-home demand related to COVID-19 in the previous fiscal year, the decline in the number of people per household, improved housing airtightness, the spread of energy-efficient equipment and other structural changes in trends」

    As factors behind the decline in household gas sales volume, the company explicitly identified for the first time the structural change in demand trends resulting from the fading of stay-at-home demand during the COVID-19 pandemic, the decline in household size, improved housing airtightness and the spread of energy-efficient equipment.
Moved together

None of this company's other threads moved the same way in the same document twice or more.

When this could move next
Osaka Gas's next results are scheduled for 2026-10-29. Read the earnings preview It last moved in the Earnings of 2026-05-08: "Materialised".
News
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Structural Downtrend in Household Gas Demand | OSAKA GAS CO.,LTD. (9532) | Komori