With the Disaster Prevention Agency expected to launch on 2 November, this article covers 20 stocks linked to the "preemptive disaster prevention" theme, where policy-driven capital is headed, across 3 tiers: established leaders, laggards and ultra-small caps. Each company is positioned upstream, with a focus on design, measurement and surveying.
On 25 September 2026, the government announced a Cabinet decision to launch the Disaster Prevention Agency on 2 November. The new organization will upgrade the disaster prevention division of the Cabinet Office, with the prime minister at the top and a dedicated minister of state for disaster management. Its staff will total 352, approximately 1.6 times the size of its predecessor, and it will oversee disaster response as a command center with the authority to issue recommendations to relevant ministries and agencies.
The flow of funds is also changing. The Disaster Prevention Agency's FY2027 budget request is ¥65.1 billion, approximately 3 times the previous year's amount, while the Ministry of Land, Infrastructure, Transport and Tourism's public works-related spending has expanded to ¥7.6761 trillion. The First Mid-Term Implementation Plan for National Resilience, covering fiscal 2026 through fiscal 2030, is also getting under way, with investment centered on preemptive disaster prevention expected to expand.
Recent disasters are part of the backdrop. In July, the Kumamoto earthquake recorded a maximum intensity of 7, while Typhoon No. 25 caused damage in the Kanto region in September. The January 2025 road collapse in Yashio, Saitama Prefecture, also played a role, leading to amendments to the Sewerage Act that made enhanced inspections mandatory.
This article examines 20 stocks in the upstream construction consulting, geological surveying, measurement and inspection DX sectors across 3 tiers: established leaders, laggards and ultra-small caps. It delves into earnings, stock valuation metrics and IR information, with the aim of helping readers build a watchlist ahead of the agency's launch on 2 November.