Loading...
Back to narrative

4204: Share Buyback And Dividend Hike Will Offset Earnings Uncertainty

Sustainable Housing And Advanced Materials Will Transform Markets

4204 logo
4204
AnalystConsensusTarget
Not Invested
Published 03 Dec 2024

Update shared on 25 Nov 2025

PreviousNext
n/a
n/a
AnalystConsensusTarget's Fair Value
n/a
Loading
1Y
9.5%
7D
2.6%

Narrative Update: Sekisui Chemical Analyst Price Target Adjustment

Analysts have reaffirmed Sekisui Chemical’s price target at ¥2,865, citing minimal changes in key financial assumptions that support their forecasts.

What's in the News

  • Sekisui Chemical's Board of Directors has authorized a buyback plan scheduled for October 30, 2025 (Key Developments).
  • The company announced a share repurchase program, targeting 10,000,000 shares, or 2.41% of its share capital, for ¥30,000 million. The program will run until March 31, 2026 to improve capital efficiency (Key Developments).
  • Sekisui Chemical revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, lowering net sales and profit expectations compared to previous guidance (Key Developments).
  • The dividend for the second quarter of fiscal year ending March 31, 2026 is set at JPY 40.00 per share. This is up from JPY 37.00 per share a year ago, and will be payable on December 1, 2025 (Key Developments).
  • An upcoming Board Meeting on October 30, 2025 will consider the purchase and cancellation of treasury shares (Key Developments).

Valuation Changes

  • Consensus Analyst Price Target remains unchanged at ¥2,865, indicating no revision in fair value estimates.
  • The discount rate has risen slightly and is now at 5.53%, up from 5.42%.
  • The revenue growth forecast has decreased marginally to 4.27%, down from 4.27% previously.
  • The net profit margin has edged up slightly to 7.20% from 7.20%.
  • The future P/E ratio has increased modestly to 12.77x, compared to 12.73x before.

Have other thoughts on Sekisui Chemical?

Create your own narrative on this stock, and estimate its Fair Value using our Valuator tool.

Create Narrative

Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.