Share Repurchases And Cash Returns Will Support Electronics and Materials Expansion

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

14 Feb 25

Updated

07 Nov 25

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

24.8%

7D

-2.0%

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1Y

24.8%

7D

-2.0%

You can edit this narrative until Nov 8 7:10 PM. Then, changes will post as Updates.

Author's Valuation

JP¥3.92k9.3% undervalued

AnalystConsensusTarget Fair Value

Shared on 07 Nov 25

Fair value Increased 1.29%

4401: Share Buyback Completion And Lower Discount Rate Will Support Stability

Adeka's analyst price target has been revised upward from ¥3,865 to ¥3,915, reflecting analysts' confidence in the company's modest improvements to its fair value estimate and a reduced discount rate. What's in the News The company completed the repurchase of 1,406,300 shares, representing 1.38% of total shares, for ¥4,589.43 million under the buyback announced on August 8, 2025 (Key Developments).

Shared on 24 Oct 25

Narrative Update on Adeka: Analyst Price Target Revision Analysts have maintained their fair value estimate for Adeka at ¥3,865, with slight adjustments to underlying assumptions. This reflects stable expectations for the company's outlook.

Shared on 10 Oct 25

Fair value Increased 5.72%

Adeka’s analyst consensus price target has increased from ¥3,655.71 to ¥3,865.00, as analysts cite slightly improved fair value calculations and updates to various key estimates. What's in the News Completed share repurchase of 1,406,300 shares, representing 1.38% for ¥4,589.43 million between August 8, 2025 and September 30, 2025 under the previously announced buyback (Key Developments).

Shared on 27 Aug 25

Fair value Increased 7.61%

Despite a notable downgrade in revenue growth forecasts and a higher forward P/E ratio, Adeka’s consensus analyst price target has been raised from ¥3397 to ¥3656. What's in the News Adeka issued consolidated earnings guidance, expecting FY net sales of JPY 441,000 million, operating profit of JPY 43,000 million, and EPS of JPY 259.49.

Shared on 01 May 25

Fair value Decreased 3.96%

Shared on 23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 1.72%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Decreased 0.61%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 6.19%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 5.83%

Shared on 13 Mar 25

Fair value Increased 0.069%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

AnalystConsensusTarget Fair Value

JP¥3.92k

9.3% undervalued

Future estimation in

% p.a.

0

Decrease

Increase

Current revenue growth rate

5.33%

Chemicals revenue growth rate

0.61%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

5.52%

Calculation

JP¥31.33b

Earnings '28

x

14.81x

PE Ratio '28

=

JP¥464.16b

Market Cap '28

JP¥464.16b

Market Cap '28

/

101.82m

No. shares '28

=

JP¥4.56k

Share Price '28

JP¥4.56k Share Price '28

Discounted to 2025 @ 5.49% p.a.

=

JP¥3.88k

Fair Value '25