Sekisui Chemical (4204) Stock Overview
Engages in the housing, urban infrastructure and environmental products, high performance plastics, and medical businesses in Japan, Europe, Asia, and the Americas. More details
| Snowflake Score | |
|---|---|
| Valuation | 3/6 |
| Future Growth | 1/6 |
| Past Performance | 2/6 |
| Financial Health | 6/6 |
| Dividends | 3/6 |
4204 Community Fair Values
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Analyst Price Targets
Sekisui Chemical Co., Ltd. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | JP¥2,316.00 |
| 52 Week High | JP¥3,065.00 |
| 52 Week Low | JP¥2,248.00 |
| Beta | 0.25 |
| 1 Month Change | -1.91% |
| 3 Month Change | -15.97% |
| 1 Year Change | -6.95% |
| 3 Year Change | 15.45% |
| 5 Year Change | 24.05% |
| Change since IPO | 89.84% |
Recent News & Updates
Narrative Update • May 29
4204: Share Repurchases And Steady Dividends Will Support Long Term Returns
Analysts have adjusted Sekisui Chemical's fair value estimate from ¥2,840 to ¥2,706, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News A board meeting is scheduled for May 18, 2026, to decide on a dividend of surplus, with a record date of March 31, 2026 (company filing).
Narrative Update • May 13
4204: Leadership Changes And Share Cancellations Will Support Future Upside
Analysts have trimmed their price target on Sekisui Chemical from ¥3,200 to ¥3,100, reflecting updated assumptions around slightly lower future P/E and profit margin levels, as well as adjusted revenue growth and discount rate inputs. What's in the News Board meeting on April 28, 2026 is set to consider purchasing treasury shares and cancelling treasury shares, which would affect the share count and capital structure (Board Meeting).Analysis Article • May 01
Here's What Analysts Are Forecasting For Sekisui Chemical Co., Ltd. (TSE:4204) After Its Yearly Results
Sekisui Chemical Co., Ltd. ( TSE:4204 ) shareholders are probably feeling a little disappointed, since its shares fell...Recent updates
Narrative Update • May 29
4204: Share Repurchases And Steady Dividends Will Support Long Term Returns
Analysts have adjusted Sekisui Chemical's fair value estimate from ¥2,840 to ¥2,706, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News A board meeting is scheduled for May 18, 2026, to decide on a dividend of surplus, with a record date of March 31, 2026 (company filing).Narrative Update • May 13
4204: Leadership Changes And Share Cancellations Will Support Future Upside
Analysts have trimmed their price target on Sekisui Chemical from ¥3,200 to ¥3,100, reflecting updated assumptions around slightly lower future P/E and profit margin levels, as well as adjusted revenue growth and discount rate inputs. What's in the News Board meeting on April 28, 2026 is set to consider purchasing treasury shares and cancelling treasury shares, which would affect the share count and capital structure (Board Meeting).Analysis Article • May 01
Here's What Analysts Are Forecasting For Sekisui Chemical Co., Ltd. (TSE:4204) After Its Yearly Results
Sekisui Chemical Co., Ltd. ( TSE:4204 ) shareholders are probably feeling a little disappointed, since its shares fell...Narrative Update • Apr 25
4204: Leadership Transition And Completed Buybacks Will Support Future Share Upside
Analysts have kept the Sekisui Chemical price target steady at ¥3,200, citing small adjustments to the discount rate, revenue growth, profit margin and forward P/E assumptions that collectively support maintaining the prior valuation view. What's in the News A board meeting is scheduled for February 17, 2026, to consider changes to Representative Directors, signaling upcoming leadership adjustments at Sekisui Chemical (Key Developments).Narrative Update • Apr 08
4204: Leadership Change And Completed Buybacks Will Support Future Share Upside
Analysts have maintained the fair value estimate for Sekisui Chemical at ¥3,200, while updating assumptions for the discount rate, revenue growth, profit margin and future P/E. The resulting price target has been refreshed to reflect these revised expectations rather than any change in the headline valuation.Narrative Update • Mar 24
4204: Leadership Transition And Completed Buybacks Will Support Stronger Future Returns
Analysts have kept their ¥3,200 price target for Sekisui Chemical effectively unchanged, pointing to only marginal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions in their models. What's in the News The Board has appointed Ikusuke Shimizu as President and Representative Director, effective March 1, 2026.Narrative Update • Mar 07
4204: Leadership Change And Buybacks Will Support A More Optimistic Outlook
Analysts have kept their ¥3,200 price target for Sekisui Chemical unchanged, citing only small tweaks in assumptions for the discount rate, revenue growth, profit margin and future P/E as the reason for holding steady rather than making a fresh move on valuation. What's in the News The board of directors decided on changes to Representative Directors on February 17, 2026, appointing Ikusuke Shimizu as President and Representative Director and Keita Kato as Chairman of the Board and Director, effective March 1, 2026 (board meeting and executive changes).Narrative Update • Feb 20
4204: Leadership Transition And Shareholder Returns Will Shape A Measured Outlook
The analyst price target for Sekisui Chemical has been reaffirmed at ¥3,200, with analysts citing slightly adjusted assumptions around the discount rate, revenue growth, profit margin, and a higher future P/E multiple as the key drivers behind maintaining this level. What's in the News A board meeting was held on February 17, 2026 to consider changes to Representative Directors, signaling upcoming adjustments at the top leadership level (company announcement).Analysis Article • Feb 05
Some May Be Optimistic About Sekisui Chemical's (TSE:4204) Earnings
The market for Sekisui Chemical Co., Ltd.'s ( TSE:4204 ) shares didn't move much after it posted weak earnings...Narrative Update • Feb 05
4204: Share Repurchases And Dividend Outlook Will Support Future Upside
Analysts have maintained their fair value estimate for Sekisui Chemical at ¥3,200, while modest tweaks to assumptions on discount rate, revenue growth, profit margin and future P/E contribute to a refreshed price target narrative for the stock. What's in the News Sekisui Chemical revised earnings guidance for the year ending March 31, 2026, now expecting net sales of ¥1,327,900 million, operating profit of ¥110,000 million and profit attributable to owners of the parent of ¥72,000 million, with projected EPS of ¥176.70 per share, compared with prior guidance of net sales of ¥1,323,200 million, operating profit of ¥110,000 million, profit attributable to owners of the parent of ¥72,000 million and EPS of ¥174.04 per share (Key Developments).Narrative Update • Jan 22
4204: Share Repurchases And Dividend Policy Will Support Future Upside
Analysts have kept their fair value estimate for Sekisui Chemical broadly unchanged at ¥3,200, with only slight adjustments to the discount rate, revenue growth, profit margin and future P/E assumptions. What's in the News Sekisui Chemical revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, now expecting net sales of ¥1,323,200 million, operating profit of ¥110,000 million, profit attributable to owners of the parent of ¥72,000 million, and earnings per share of ¥174.04, compared with previous guidance of net sales of ¥1,364,500 million, operating profit of ¥115,000 million, profit attributable to owners of the parent of ¥82,000 million, and earnings per share of ¥196.39 (Key Developments).Analysis Article • Jan 11
Is Sekisui Chemical (TSE:4204) Using Too Much Debt?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Narrative Update • Jan 07
4204: Share Repurchases And Capital Efficiency Will Support Future Upside
Analysts have trimmed their price target for Sekisui Chemical from ¥3,380 to ¥3,200. This reflects updated assumptions around discount rates, revenue growth, profit margins, and a lower future P/E multiple.Analysis Article • Dec 26
Sekisui Chemical Co., Ltd. (TSE:4204) Might Not Be As Mispriced As It Looks
It's not a stretch to say that Sekisui Chemical Co., Ltd.'s ( TSE:4204 ) price-to-earnings (or "P/E") ratio of 15.3x...Narrative Update • Dec 24
4204: Share Buyback And Dividend Hike Will Help Navigate Softer Earnings Outlook
Analysts have modestly adjusted their price target on Sekisui Chemical upward to ¥2,840 from ¥2,800. This reflects slightly lower assumed discount rates and steady expectations for revenue growth, profit margins, and forward valuation multiples.Narrative Update • Dec 10
4204: Share Buyback And Dividend Hike Will Help Manage Softer Earnings Outlook
Analysts have slightly reduced their price target on Sekisui Chemical to ¥2,840 from ¥2,865. This reflects modest adjustments to long term margin expectations, while revenue growth forecasts and future valuation multiples remain broadly stable.Narrative Update • Nov 25
4204: Share Buyback And Dividend Hike Will Offset Earnings Uncertainty
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).Narrative Update • Nov 05
4204: Share Repurchase, Dividend Increase And Earnings Revision Will Balance Risks
Narrative Update: Sekisui Chemical Analyst Price Target Revision Analysts have slightly revised their price target for Sekisui Chemical, lowering it by ¥45 to ¥2,865. This adjustment is based on updated assessments of growth, margin, and risk factors.Analysis Article • Oct 12
Sekisui Chemical's (TSE:4204) Returns Have Hit A Wall
If we want to find a potential multi-bagger, often there are underlying trends that can provide clues. In a perfect...Analysis Article • Sep 26
Sekisui Chemical's (TSE:4204) Dividend Will Be ¥40.00
The board of Sekisui Chemical Co., Ltd. ( TSE:4204 ) has announced that it will pay a dividend on the 2nd of December...Analysis Article • Sep 24
Is There An Opportunity With Sekisui Chemical Co., Ltd.'s (TSE:4204) 24% Undervaluation?
Key Insights The projected fair value for Sekisui Chemical is JP¥3,703 based on 2 Stage Free Cash Flow to Equity...Analysis Article • Sep 06
Does Sekisui Chemical (TSE:4204) Have A Healthy Balance Sheet?
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Narrative Update • Aug 27
Sustainable Housing And Advanced Materials Will Transform Markets
Sekisui Chemical’s modestly increased analyst price target reflects a slight uptick in future P/E expectations, while revenue growth forecasts remain steady, resulting in a new fair value estimate of ¥2910. What's in the News Announced development of PFAS-free pipe materials for ultrapure process applications in semiconductor manufacturing, aiming for market launch within fiscal 2026 to address tightening global regulations and reduce environmental impact.Analysis Article • Aug 07
Sekisui Chemical (TSE:4204) Is Due To Pay A Dividend Of ¥40.00
Sekisui Chemical Co., Ltd. ( TSE:4204 ) will pay a dividend of ¥40.00 on the 2nd of December. This will take the annual...Analysis Article • Aug 04
Sekisui Chemical Co., Ltd. Just Missed Earnings - But Analysts Have Updated Their Models
Sekisui Chemical Co., Ltd. ( TSE:4204 ) missed earnings with its latest quarterly results, disappointing...Analysis Article • Jul 24
Sekisui Chemical's (TSE:4204) Dividend Will Be ¥40.00
Sekisui Chemical Co., Ltd. ( TSE:4204 ) will pay a dividend of ¥40.00 on the 2nd of December. This will take the...Analysis Article • Jul 10
Sekisui Chemical (TSE:4204) Has Announced A Dividend Of ¥40.00
Sekisui Chemical Co., Ltd. ( TSE:4204 ) will pay a dividend of ¥40.00 on the 2nd of December. This takes the dividend...Analysis Article • Jun 27
Unpleasant Surprises Could Be In Store For Sekisui Chemical Co., Ltd.'s (TSE:4204) Shares
With a median price-to-earnings (or "P/E") ratio of close to 13x in Japan, you could be forgiven for feeling...
New Narrative • Dec 03
Perovskite Solar Cells And Medical Business Expansion Ignite Profit Growth Potential
Strong focus on High Performance Plastics and solar technologies may significantly boost future revenue, aided by strategic investments and government support.Shareholder Returns
| 4204 | JP Industrials | JP Market | |
|---|---|---|---|
| 7D | 1.1% | 2.3% | -0.2% |
| 1Y | -7.0% | 26.8% | 42.7% |
Return vs Industry: 4204 underperformed the JP Industrials industry which returned 26.8% over the past year.
Return vs Market: 4204 underperformed the JP Market which returned 42.7% over the past year.
Price Volatility
| 4204 volatility | |
|---|---|
| 4204 Average Weekly Movement | 3.6% |
| Industrials Industry Average Movement | 3.8% |
| Market Average Movement | 4.7% |
| 10% most volatile stocks in JP Market | 9.3% |
| 10% least volatile stocks in JP Market | 2.4% |
Stable Share Price: 4204 has not had significant price volatility in the past 3 months compared to the JP market.
Volatility Over Time: 4204's weekly volatility (4%) has been stable over the past year.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 1947 | 26,918 | Ikusuke Shimizu | www.sekisuichemical.com |
Sekisui Chemical Co., Ltd. engages in the housing, urban infrastructure and environmental products, high performance plastics, and medical businesses in Japan, Europe, Asia, and the Americas. The company offers LCD fine particles, photosensitive materials, semiconductor materials, optical film, and industrial tapes; interlayer films for laminated glass, polyolefin foams, resins for vehicle use, rubber molded products, industrial tapes, heat release materials, carbon fiber reinforced plastic composite mold materials, decorative plastic sheets, and polyvinyl alcohol resin; and blow containers, materials for construction, polyolefin foams, adhesives, packaging tapes, plastic containers, functional tatami, and hygiene materials. It also provides pipe systems, including polyvinyl chloride pipes, fittings, polyethylene pipes, fittings, plastic valves, reinforced plastic composite pipe, resin raw materials for heat-resistant pipes, chlorinated PVC resin compound, and rainwater storage systems; and repair, rehabilitation, and renovation methods for aging infrastructure, as well as tank system products.
Sekisui Chemical Co., Ltd. Fundamentals Summary
| 4204 fundamental statistics | |
|---|---|
| Market cap | JP¥934.98b |
| Earnings (TTM) | JP¥75.17b |
| Revenue (TTM) | JP¥1.31t |
12.4x
P/E Ratio0.7x
P/S RatioIs 4204 overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| 4204 income statement (TTM) | |
|---|---|
| Revenue | JP¥1.31t |
| Cost of Revenue | JP¥885.10b |
| Gross Profit | JP¥424.18b |
| Other Expenses | JP¥349.01b |
| Earnings | JP¥75.17b |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
n/a
| Earnings per share (EPS) | 186.21 |
| Gross Margin | 32.40% |
| Net Profit Margin | 5.74% |
| Debt/Equity Ratio | 13.8% |
How did 4204 perform over the long term?
See historical performance and comparisonDividends
3.5%
Current Dividend Yield44%
Payout RatioDoes 4204 pay a reliable dividends?
See 4204 dividend history and benchmarks| Sekisui Chemical dividend dates | |
|---|---|
| Ex Dividend Date | Mar 30 2026 |
| Dividend Pay Date | Jun 22 2026 |
| Days until Ex dividend | 70 days |
| Days until Dividend pay date | 14 days |
Does 4204 pay a reliable dividends?
See 4204 dividend history and benchmarksCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/07 02:39 |
| End of Day Share Price | 2026/06/05 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2026/03/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Sekisui Chemical Co., Ltd. is covered by 13 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Takashi Hashimoto | Barclays |
| Takashi Enomoto | BofA Global Research |
| Takashi Hashimoto | Citigroup Inc |