Adeka Gestion
Gestion contrôle des critères 3/4
Le PDG Adeka est Hidetaka Shirozume, nommé en Jun2018, a un mandat de 7.92 ans. La rémunération annuelle totale est ¥ 109.00M, composée du salaire de 51.4% et des bonus 48.6%, y compris les actions et options de la société. détient directement 0.073% des actions de la société, d'une valeur de ¥ 290.09M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 9.9 ans et 4.4 ans.
Informations clés
Hidetaka Shirozume
Directeur général
JP¥109.0m
Rémunération totale
| Pourcentage du salaire du PDG | 51.38% |
| Durée du mandat du directeur général | 7.9yrs |
| Propriété du PDG | 0.07% |
| Durée moyenne d'occupation des postes de direction | 9.9yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 4.4yrs |
Mises à jour récentes de la gestion
Recent updates
Article d’analyse • May 20
Is Now The Time To Put Adeka (TSE:4401) On Your Watchlist?
Investors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Mise à jour du récit • May 10
4401: Semiconductor Materials Recovery Will Shape Attractive Long Term Prospects
Analysts now set Adeka's fair value at approximately ¥4,482 per share, compared with the prior ¥4,420 level. This reflects slightly adjusted assumptions around the discount rate, revenue growth, profit margin, and future P/E.Mise à jour du récit • Apr 21
4401: Renewable Plastics Alliance And Steady Guidance Will Shape Balanced Future Prospects
Adeka's analyst price target remains steady at ¥4,420, with only small tweaks to the discount rate and forward P/E assumptions as analysts fine tune their models rather than rethink the core outlook. What's in the News Adeka revised its consolidated earnings guidance for the fiscal year ending March 31, 2026, with net sales now expected at ¥415,000 million and operating profit at ¥41,500 million.Mise à jour du récit • Apr 06
4401: Share Buybacks And Renewable Plastics Initiative Will Support Future Upside Potential
Adeka’s analyst price target has shifted from ¥4,344 to ¥4,420. Analysts point to updated assumptions for revenue growth, profit margins, discount rate, and a higher future P/E as the key drivers behind this recalibration.Mise à jour du récit • Mar 23
4401: Revised Guidance And Share Buybacks Will Support Future Upside Potential
Adeka's analyst price target has been adjusted from ¥4,398 to ¥4,344 as analysts update their assumptions on fair value, discount rate, revenue growth, profit margin and future P/E to reflect the latest inputs. What's in the News Adeka revised its consolidated earnings guidance for the fiscal year ending March 31, 2026.Mise à jour du récit • Mar 08
4401: Softer Guidance And Buybacks Will Likely Limit Future Share Upside
Analysts have maintained their fair value estimate for Adeka at ¥4,398, with a slightly lower discount rate and minor adjustments to revenue growth, profit margin, and future P/E assumptions supporting an unchanged price target outlook. What's in the News Adeka revised consolidated guidance for the fiscal year ending March 31, 2026, now expecting net sales of ¥415,000 million, operating profit of ¥41,500 million, profit attributable to owners of the parent of ¥25,500 million, and basic EPS of ¥257.70.Mise à jour du récit • Feb 21
4401: Revised Guidance And Buybacks Will Likely Cap Future Share Upside
Analysts have raised their price target on Adeka from ¥4,238 to approximately ¥4,398, reflecting updated assumptions around fair value, discount rate, revenue growth, profit margins and future P/E levels. What's in the News Adeka lowered its consolidated earnings guidance for the fiscal year ending March 31, 2026, now expecting net sales of ¥415,000 million, operating profit of ¥41,500 million, profit attributable to owners of the parent of ¥25,500 million, and basic earnings per share of ¥257.70, compared with previous guidance of net sales of ¥441,000 million, operating profit of ¥43,000 million, profit attributable to owners of the parent of ¥26,400 million, and basic earnings per share of ¥262.97 (Key Developments).Mise à jour du récit • Feb 06
4401: Rising Payouts And Buybacks Will Likely Constrain Future Share Returns
Narrative Update on Adeka The analyst price target for Adeka has been revised from ¥3,998 to ¥4,238. Analysts point to small adjustments in the discount rate, profit margin assumptions, and a slightly higher future P/E multiple as the key drivers of this change.Mise à jour du récit • Jan 22
4401: Higher Dividend And Guided Earnings Will Likely Limit Future Upside
Analysts have revised their price target for Adeka slightly higher to ¥3,998 from ¥3,981, reflecting modest tweaks to assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Adeka announced a second quarter end dividend of ¥52.00 per share for the six months ended September 30, 2025, compared with ¥48.00 per share a year earlier, with dividend payments scheduled to start on December 4, 2025 (Key Developments).Article d’analyse • Jan 20
Does Adeka (TSE:4401) Have A Healthy Balance Sheet?
Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Mise à jour du récit • Jan 08
4401: Higher Dividend And Stable Outlook Will Support Measured Future Returns
Analysts have held Adeka's fair value estimate steady at ¥3,981.67 per share while making only minimal tweaks to assumptions such as discount rate, long term revenue growth, profit margin and future P/E, reflecting a broadly unchanged outlook on the stock's intrinsic value. What's in the News Adeka announced a second quarter end dividend of ¥52.00 per share for the six months ended September 30, 2025, compared with ¥48.00 per share for the same period a year earlier, with payments scheduled to start on December 4, 2025 (Key Developments).Article d’analyse • Jan 06
An Intrinsic Calculation For Adeka Corporation (TSE:4401) Suggests It's 37% Undervalued
Key Insights The projected fair value for Adeka is JP¥6,463 based on 2 Stage Free Cash Flow to Equity Adeka is...Mise à jour du récit • Dec 25
4401: Dividend Hike And Buyback Will Support Steady Outlook
Adeka's analyst price target remained effectively unchanged at JPY 3,981.67, as analysts maintained their outlook in light of only marginal adjustments to the discount rate, revenue growth, profit margin, and future valuation assumptions. What's in the News Adeka increased its second quarter end dividend to JPY 52.00 per share for the six months ended September 30, 2025, up from JPY 48.00 a year earlier.Article d’analyse • Dec 23
Earnings Tell The Story For Adeka Corporation (TSE:4401)
There wouldn't be many who think Adeka Corporation's ( TSE:4401 ) price-to-earnings (or "P/E") ratio of 15x is worth a...Mise à jour du récit • Dec 10
4401: Dividend Increase And Buyback Are Expected To Support Stable Outlook
Analysts have modestly raised their price target on Adeka to approximately ¥3,982 from about ¥3,915. This change reflects slightly lower perceived risk, marginally softer growth and margin expectations, and a higher justified future earnings multiple.Mise à jour du récit • Nov 26
4401: Share Repurchase And Higher Dividend Are Expected To Support Stability
Narrative Update on Adeka: Analyst Price Target Revision Analysts have raised their price target for Adeka from ¥3,915 to ¥3,915.00, citing improvements in projected revenue growth and profit margins. This revision is supported by updated financial forecasts.Mise à jour du récit • Nov 07
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).Article d’analyse • Nov 04
Adeka's (TSE:4401) Returns On Capital Are Heading Higher
If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Mise à jour du récit • Oct 24
Share Repurchases And Cash Returns Will Support Electronics and Materials Expansion
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.Mise à jour du récit • Oct 10
Semiconductor Recovery And AI Investments Will Drive Future Opportunities In Electronics And Environmental Materials
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).Article d’analyse • Sep 01
Adeka (TSE:4401) Will Pay A Dividend Of ¥52.00
The board of Adeka Corporation ( TSE:4401 ) has announced that it will pay a dividend on the 5th of December, with...Mise à jour du récit • Aug 27
Semiconductor Recovery And AI Investments Will Drive Future Opportunities In Electronics And Environmental Materials
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.Article d’analyse • Aug 12
Adeka (TSE:4401) Is Due To Pay A Dividend Of ¥52.00
The board of Adeka Corporation ( TSE:4401 ) has announced that it will pay a dividend of ¥52.00 per share on the 5th of...Article d’analyse • Jul 24
Adeka (TSE:4401) Will Pay A Dividend Of ¥52.00
Adeka Corporation's ( TSE:4401 ) investors are due to receive a payment of ¥52.00 per share on 5th of December. This...Article d’analyse • Jul 10
Adeka (TSE:4401) Will Pay A Dividend Of ¥52.00
The board of Adeka Corporation ( TSE:4401 ) has announced that it will pay a dividend on the 5th of December, with...Article d’analyse • Jul 08
Here's Why Adeka (TSE:4401) Can Manage Its Debt Responsibly
Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Article d’analyse • May 15
Returns Are Gaining Momentum At Adeka (TSE:4401)
What are the early trends we should look for to identify a stock that could multiply in value over the long term...Article d’analyse • Apr 26
At JP¥2,557, Is Adeka Corporation (TSE:4401) Worth Looking At Closely?
While Adeka Corporation ( TSE:4401 ) might not have the largest market cap around , it saw a decent share price growth...
Nouveau récit • Feb 14
Semiconductor Recovery And AI Investments Will Drive Future Opportunities In Electronics And Environmental Materials
Restructuring into Electronics and Environmental Materials divisions aims to boost future revenue and margins through efficiency and collaboration.Article d’analyse • Feb 09
Adeka (TSE:4401) Seems To Use Debt Quite Sensibly
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Article d’analyse • Sep 12
Slowing Rates Of Return At Adeka (TSE:4401) Leave Little Room For Excitement
If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Article d’analyse • Aug 28
Adeka (TSE:4401) Is Due To Pay A Dividend Of ¥45.00
Adeka Corporation's ( TSE:4401 ) investors are due to receive a payment of ¥45.00 per share on 5th of December. This...Article d’analyse • Aug 14
Adeka (TSE:4401) Will Pay A Dividend Of ¥45.00
The board of Adeka Corporation ( TSE:4401 ) has announced that it will pay a dividend on the 5th of December, with...Article d’analyse • Aug 12
Is There Now An Opportunity In Adeka Corporation (TSE:4401)?
While Adeka Corporation ( TSE:4401 ) might not have the largest market cap around , it saw a decent share price growth...Article d’analyse • Jul 26
Adeka (TSE:4401) Will Pay A Dividend Of ¥45.00
Adeka Corporation ( TSE:4401 ) will pay a dividend of ¥45.00 on the 5th of December. This will take the dividend yield...Article d’analyse • Jul 12
Adeka (TSE:4401) Has Announced A Dividend Of ¥45.00
Adeka Corporation's ( TSE:4401 ) investors are due to receive a payment of ¥45.00 per share on 5th of December. This...Article d’analyse • Jun 03
Is Adeka (TSE:4401) A Risky Investment?
The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Article d’analyse • May 09
The Price Is Right For Adeka Corporation (TSE:4401)
With a price-to-earnings (or "P/E") ratio of 18.6x Adeka Corporation ( TSE:4401 ) may be sending bearish signals at the...Article d’analyse • Apr 08
Is There An Opportunity With Adeka Corporation's (TSE:4401) 40% Undervaluation?
Key Insights The projected fair value for Adeka is JP¥5,549 based on 2 Stage Free Cash Flow to Equity Adeka is...Article d’analyse • Mar 19
Adeka (TSE:4401) Has More To Do To Multiply In Value Going Forward
Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Amongst other things...Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | JP¥28b |
| Dec 31 2025 | n/a | n/a | JP¥26b |
| Sep 30 2025 | n/a | n/a | JP¥26b |
| Jun 30 2025 | n/a | n/a | JP¥25b |
| Mar 31 2025 | JP¥109m | JP¥56m | JP¥25b |
Rémunération vs marché: La rémunération totale de Hidetaka ($USD 684.96K ) est dans la moyenne des entreprises de taille similaire sur le marché JP ($USD 867.19K ).
Rémunération et revenus: Données insuffisantes pour comparer la rémunération de Hidetaka avec les performances de l'entreprise.
PDG
Hidetaka Shirozume (64 yo)
7.9yrs
Titularisation
JP¥109,000,000
Compensation
Mr. Hidetaka Shirozume is President and Chief Executive Officer of Adeka Corporation since June 2018 and serves as its Director since June 2016 and also serves as Chairman. Hidetaka Shirozume served as a M...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 7.9yrs | JP¥109.00m | 0.073% ¥ 290.1m | |
| GM of Finance and Accounting | no data | pas de données | pas de données | |
| Operating Officer and GM Technology & Engineering Department | no data | pas de données | pas de données | |
| Operating Officer and GM of Legal & Public Relations Department | no data | pas de données | pas de données | |
| Senior Managing Executive Officer & Representative Director | 11.9yrs | pas de données | 0.055% ¥ 220.6m | |
| Senior Managing Executive Officer & GM of Foods Division | 9.9yrs | pas de données | pas de données | |
| Managing Executive Officer & GM of Environmental Materials Division | 9.9yrs | pas de données | pas de données | |
| Senior Executive Officer | no data | pas de données | pas de données | |
| Managing Executive Officer & GM of Semiconductor Materials Division | no data | pas de données | pas de données | |
| Senior Executive Officer & GM of Resin Additives Division | no data | pas de données | pas de données | |
| Operating Officer | no data | pas de données | 0.015% ¥ 61.3m | |
| Senior Operating Officer & GM of Production Division | no data | pas de données | pas de données |
9.9yrs
Durée moyenne de l'emploi
63yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de 4401 est chevronnée et expérimentée (9.9 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| President | 9.9yrs | JP¥109.00m | 0.073% ¥ 290.1m | |
| GM of Finance and Accounting | 7.9yrs | pas de données | pas de données | |
| Senior Managing Executive Officer & Representative Director | 15.9yrs | pas de données | 0.055% ¥ 220.6m | |
| Operating Officer | 1.9yrs | pas de données | 0.015% ¥ 61.3m | |
| Independent Outside Director | 1.9yrs | pas de données | pas de données | |
| Independent Outside Director | less than a year | pas de données | pas de données | |
| Independent Outside Director | 7.9yrs | pas de données | pas de données | |
| Independent Outside Director | 4.9yrs | pas de données | 0.0061% ¥ 24.5m | |
| Director | 3.9yrs | pas de données | 0.013% ¥ 53.1m | |
| Independent Outside Director | 2.9yrs | pas de données | pas de données |
4.4yrs
Durée moyenne de l'emploi
66.5yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de 4401 sont considérés comme expérimentés (ancienneté moyenne 4.4 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/21 07:01 |
| Cours de l'action en fin de journée | 2026/05/21 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2026/03/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Adeka Corporation est couverte par 11 analystes. 7 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Niima Komura | BofA Global Research |
| Yusuke Miura | Daiwa Securities Co. Ltd. |
| Katsuhiko Ishibashi | Ichiyoshi Research Institute Inc. |