Shin-Etsu PolymerLtd（7970）株式概要信越ポリマー株式会社は、PVCおよび半導体用シリコーン製品を開発し、世界中に供給しています。 詳細7970 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長2/6過去の実績3/6財務の健全性6/6配当金5/6報酬収益は年間11.58%増加すると予測されています 過去5年間の収益は年間12.4%増加しました。 2.87%の安定した配当金を支払う リスク分析リスクチェックの結果、7970 、リスクは検出されなかった。すべてのリスクチェックを見る7970 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥2.23k0.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0148b2016201920222025202620282031Revenue JP¥147.7bEarnings JP¥12.7bAdvancedSet Fair ValueView all narrativesShin-Etsu Polymer Co.,Ltd. 競合他社PILLARSymbol: TSE:6490Market cap: JP¥224.0bToyoboSymbol: TSE:3101Market cap: JP¥151.3bValquaSymbol: TSE:7995Market cap: JP¥138.5bAsahi YukizaiSymbol: TSE:4216Market cap: JP¥124.5b価格と性能株価の高値、安値、推移の概要Shin-Etsu PolymerLtd過去の株価現在の株価JP¥2,233.0052週高値JP¥2,353.0052週安値JP¥1,616.00ベータ0.701ヶ月の変化3.57%3ヶ月変化1.82%1年変化35.91%3年間の変化62.28%5年間の変化109.28%IPOからの変化285.00%最新ニュースReported Earnings • Apr 28Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥123 (up from JP¥117 in FY 2025). Revenue: JP¥115.1b (up 4.1% from FY 2025). Net income: JP¥9.90b (up 5.0% from FY 2025). Profit margin: 8.6% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.2%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 27Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 24, 2026Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 24, 2026.お知らせ • Apr 21Shin-Etsu Polymer Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 27, 2026Shin-Etsu Polymer Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 27, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).Reported Earnings • Jan 27Third quarter 2026 earnings released: EPS: JP¥33.98 (vs JP¥34.08 in 3Q 2025)Third quarter 2026 results: EPS: JP¥33.98 (down from JP¥34.08 in 3Q 2025). Revenue: JP¥30.4b (up 5.5% from 3Q 2025). Net income: JP¥2.73b (flat on 3Q 2025). Profit margin: 9.0% (in line with 3Q 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Dec 11Shin-Etsu PolymerLtd (TSE:7970) Will Pay A Dividend Of ¥30.00The board of Shin-Etsu Polymer Co.,Ltd. ( TSE:7970 ) has announced that it will pay a dividend of ¥30.00 per share on...最新情報をもっと見るRecent updatesReported Earnings • Apr 28Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥123 (up from JP¥117 in FY 2025). Revenue: JP¥115.1b (up 4.1% from FY 2025). Net income: JP¥9.90b (up 5.0% from FY 2025). Profit margin: 8.6% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.2%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 27Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 24, 2026Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 24, 2026.お知らせ • Apr 21Shin-Etsu Polymer Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 27, 2026Shin-Etsu Polymer Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 27, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).Reported Earnings • Jan 27Third quarter 2026 earnings released: EPS: JP¥33.98 (vs JP¥34.08 in 3Q 2025)Third quarter 2026 results: EPS: JP¥33.98 (down from JP¥34.08 in 3Q 2025). Revenue: JP¥30.4b (up 5.5% from 3Q 2025). Net income: JP¥2.73b (flat on 3Q 2025). Profit margin: 9.0% (in line with 3Q 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Dec 11Shin-Etsu PolymerLtd (TSE:7970) Will Pay A Dividend Of ¥30.00The board of Shin-Etsu Polymer Co.,Ltd. ( TSE:7970 ) has announced that it will pay a dividend of ¥30.00 per share on...お知らせ • Dec 06Shin-Etsu Polymer Co.,Ltd. to Report Q3, 2026 Results on Jan 26, 2026Shin-Etsu Polymer Co.,Ltd. announced that they will report Q3, 2026 results on Jan 26, 2026分析記事 • Nov 27Shin-Etsu PolymerLtd (TSE:7970) Has Announced A Dividend Of ¥30.00Shin-Etsu Polymer Co.,Ltd. ( TSE:7970 ) has announced that it will pay a dividend of ¥30.00 per share on the 25th of...Declared Dividend • Nov 27First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 24Second quarter 2026 earnings released: EPS: JP¥29.48 (vs JP¥28.76 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.48 (up from JP¥28.76 in 2Q 2025). Revenue: JP¥28.2b (down 3.0% from 2Q 2025). Net income: JP¥2.37b (up 2.2% from 2Q 2025). Profit margin: 8.4% (up from 8.0% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 24Shin-Etsu Polymer Co.,Ltd. (TSE:7970) announces an Equity Buyback for 500,000 shares, representing 0.62% for ¥1,000 million.Shin-Etsu Polymer Co.,Ltd. (TSE:7970) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 0.62% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to use these shares to be issued when stock option rights are exercised. The share repurchase program will run until December 31, 2025.. As of September 30, 2025, the company had 80,586,091 issued shares (excluding treasury stock) and 2,037,285 shares in treasury.Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 26 November 2025. Payout ratio is a comfortable 41% and the cash payout ratio is 89%. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).分析記事 • Sep 07Shin-Etsu PolymerLtd's (TSE:7970) Dividend Will Be Increased To ¥28.00The board of Shin-Etsu Polymer Co.,Ltd. ( TSE:7970 ) has announced that it will be paying its dividend of ¥28.00 on the...お知らせ • Sep 06Shin-Etsu Polymer Co.,Ltd. to Report Q2, 2026 Results on Oct 23, 2025Shin-Etsu Polymer Co.,Ltd. announced that they will report Q2, 2026 results on Oct 23, 2025分析記事 • Jul 25Shin-Etsu PolymerLtd (TSE:7970) Has Announced That It Will Be Increasing Its Dividend To ¥28.00Shin-Etsu Polymer Co.,Ltd. ( TSE:7970 ) has announced that it will be increasing its dividend from last year's...Reported Earnings • Jul 24First quarter 2026 earnings released: EPS: JP¥38.65 (vs JP¥28.05 in 1Q 2025)First quarter 2026 results: EPS: JP¥38.65 (up from JP¥28.05 in 1Q 2025). Revenue: JP¥28.0b (up 9.2% from 1Q 2025). Net income: JP¥3.11b (up 37% from 1Q 2025). Profit margin: 11% (up from 8.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.Declared Dividend • Jul 21Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th September 2025 Payment date: 26th November 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥117 (up from JP¥107 in FY 2024). Revenue: JP¥110.6b (up 5.9% from FY 2024). Net income: JP¥9.43b (up 8.7% from FY 2024). Profit margin: 8.5% (up from 8.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.お知らせ • Jun 06Shin-Etsu Polymer Co.,Ltd. to Report Q1, 2026 Results on Jul 23, 2025Shin-Etsu Polymer Co.,Ltd. announced that they will report Q1, 2026 results on Jul 23, 2025お知らせ • May 22Shin-Etsu Polymer Co.,Ltd. Announces Dividend for the Year Ended March 31, 2025, Effective from June 25, 2025Shin-Etsu Polymer Co.,Ltd. announced dividend for the year ended March 31, 2025. For the year, the company announced dividend of JPY 27.00 per share compared to JPY 24.00 per share a year ago. Record date is March 31, 2025 and Effective date is June 25, 2025.Reported Earnings • Apr 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥117 (up from JP¥107 in FY 2024). Revenue: JP¥110.6b (up 5.9% from FY 2024). Net income: JP¥9.43b (up 8.7% from FY 2024). Profit margin: 8.5% (up from 8.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.お知らせ • Apr 24Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 24, 2025Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 24, 2025.分析記事 • Apr 02Shin-Etsu PolymerLtd's (TSE:7970) Returns Have Hit A WallIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).お知らせ • Mar 06Shin-Etsu Polymer Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2025Shin-Etsu Polymer Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2025Reported Earnings • Jan 29Third quarter 2025 earnings released: EPS: JP¥34.08 (vs JP¥27.67 in 3Q 2024)Third quarter 2025 results: EPS: JP¥34.08 (up from JP¥27.67 in 3Q 2024). Revenue: JP¥28.8b (up 7.3% from 3Q 2024). Net income: JP¥2.74b (up 23% from 3Q 2024). Profit margin: 9.5% (up from 8.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 04Shin-Etsu Polymer Co.,Ltd. to Report Q3, 2025 Results on Jan 28, 2025Shin-Etsu Polymer Co.,Ltd. announced that they will report Q3, 2025 results on Jan 28, 2025Declared Dividend • Nov 27First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but not covered by cash flows (dividend approximately 18x free cash flows). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 26Second quarter 2025 earnings released: EPS: JP¥28.76 (vs JP¥28.60 in 2Q 2024)Second quarter 2025 results: EPS: JP¥28.76 (up from JP¥28.60 in 2Q 2024). Revenue: JP¥29.1b (up 8.3% from 2Q 2024). Net income: JP¥2.32b (flat on 2Q 2024). Profit margin: 8.0% (down from 8.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.お知らせ • Oct 24Shin-Etsu Polymer Co.,Ltd. (TSE:7970) announces an Equity Buyback for 500,000 shares, representing 0.62% for ¥900 million.Shin-Etsu Polymer Co.,Ltd. (TSE:7970) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 0.62% of its share capital, for ¥900 million. The company will repurchase its shares in order to use these shares to be issued when stock option rights are exercised. The share repurchase program will run until December 31, 2024. As of September 30, 2024, the company had 80,814,415 issued shares (excluding treasury stock) and 1,808,961 shares in treasury.Upcoming Dividend • Sep 20Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 28 November 2024. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).お知らせ • Sep 06Shin-Etsu Polymer Co.,Ltd. to Report Q2, 2025 Results on Oct 24, 2024Shin-Etsu Polymer Co.,Ltd. announced that they will report Q2, 2025 results on Oct 24, 2024Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,266, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 37% over the past three years.New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.7% average weekly change).Reported Earnings • Jul 27First quarter 2025 earnings released: EPS: JP¥28.05 (vs JP¥28.41 in 1Q 2024)First quarter 2025 results: EPS: JP¥28.05 (down from JP¥28.41 in 1Q 2024). Revenue: JP¥25.6b (down 3.6% from 1Q 2024). Net income: JP¥2.27b (down 1.5% from 1Q 2024). Profit margin: 8.8% (up from 8.7% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year.分析記事 • Jul 26Returns On Capital At Shin-Etsu PolymerLtd (TSE:7970) Have StalledFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Declared Dividend • Jul 18Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th September 2024 Payment date: 28th November 2024 Dividend yield will be 3.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (44% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jul 01Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,512. The fair value is estimated to be JP¥1,197, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.Buy Or Sell Opportunity • Jun 14Now 20% overvaluedOver the last 90 days, the stock has fallen 7.7% to JP¥1,429. The fair value is estimated to be JP¥1,190, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.お知らせ • Apr 27Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 25, 2024Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 25, 2024.Reported Earnings • Apr 25Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥107 (up from JP¥106 in FY 2023). Revenue: JP¥104.4b (down 3.6% from FY 2023). Net income: JP¥8.67b (up 1.7% from FY 2023). Profit margin: 8.3% (up from 7.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 15% per year.Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).お知らせ • Mar 08Shin-Etsu Polymer Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 24, 2024Shin-Etsu Polymer Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 24, 2024Reported Earnings • Jan 26Third quarter 2024 earnings released: EPS: JP¥27.67 (vs JP¥32.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥27.67 (down from JP¥32.20 in 3Q 2023). Revenue: JP¥26.8b (down 9.4% from 3Q 2023). Net income: JP¥2.23b (down 14% from 3Q 2023). Profit margin: 8.3% (down from 8.8% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year and the company’s share price has also increased by 19% per year.お知らせ • Dec 08Shin-Etsu Polymer Co.,Ltd. to Report Q3, 2024 Results on Jan 25, 2024Shin-Etsu Polymer Co.,Ltd. announced that they will report Q3, 2024 results on Jan 25, 2024Reported Earnings • Oct 28Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥28.60 (down from JP¥28.88 in 2Q 2023). Revenue: JP¥26.9b (down 1.7% from 2Q 2023). Net income: JP¥2.32b (flat on 2Q 2023). Profit margin: 8.6% (in line with 2Q 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 28Shin-Etsu Polymer Co.,Ltd. (TSE:7970) announces an Equity Buyback for 600,000 shares, representing 0.74% for ¥900 million.Shin-Etsu Polymer Co.,Ltd. (TSE:7970) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 0.74% of its share capital, for ¥900 million. The company will repurchase its shares in order to use these shares to be issued when stock option rights are exercised. The share repurchase program will run until December 31, 2023. As of September 30, 2023, the company had 81,031,932 issued shares (excluding treasury stock) and 1,591,444 shares in treasury.Upcoming Dividend • Sep 21Upcoming dividend of JP¥22.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).お知らせ • Sep 07Shin-Etsu Polymer Co.,Ltd. to Report Q2, 2024 Results on Oct 26, 2023Shin-Etsu Polymer Co.,Ltd. announced that they will report Q2, 2024 results on Oct 26, 2023Reported Earnings • Jul 27First quarter 2024 earnings released: EPS: JP¥28.41 (vs JP¥33.53 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.41 (down from JP¥33.53 in 1Q 2023). Revenue: JP¥26.6b (up 5.4% from 1Q 2023). Net income: JP¥2.30b (down 15% from 1Q 2023). Profit margin: 8.7% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 16% per year.Board Change • Jul 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 6 new directors. 3 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). President, COO & Director Toshiaki Deto is the most experienced director on the board, commencing their role in 2016. Independent Outside Corporate Auditor Tomoko Moriya was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Major Estimate Revision • Jul 11Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥109.8b to JP¥108.0b. EPS estimate also fell from JP¥121 per share to JP¥107 per share. Net income forecast to grow 1.7% next year vs 4.6% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥1,740 unchanged from last update. Share price fell 6.3% to JP¥1,455 over the past week.お知らせ • Jun 09Shin-Etsu Polymer Co.,Ltd. to Report Q1, 2024 Results on Jul 26, 2023Shin-Etsu Polymer Co.,Ltd. announced that they will report Q1, 2024 results on Jul 26, 2023Reported Earnings • Apr 28Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥106 (up from JP¥78.14 in FY 2022). Revenue: JP¥108.3b (up 17% from FY 2022). Net income: JP¥8.53b (up 35% from FY 2022). Profit margin: 7.9% (up from 6.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 17% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 24 June 2023. Payout ratio is a comfortable 31% and the cash payout ratio is 84%. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Jan 26Third quarter 2023 earnings released: EPS: JP¥32.20 (vs JP¥26.79 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.20 (up from JP¥26.79 in 3Q 2022). Revenue: JP¥29.6b (up 18% from 3Q 2022). Net income: JP¥2.60b (up 21% from 3Q 2022). Profit margin: 8.8% (up from 8.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year.お知らせ • Dec 09Shin-Etsu Polymer Co.,Ltd. to Report Q3, 2023 Results on Jan 25, 2023Shin-Etsu Polymer Co.,Ltd. announced that they will report Q3, 2023 results on Jan 25, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Osamu Miyashita was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 27Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: JP¥28.88 (up from JP¥20.71 in 2Q 2022). Revenue: JP¥27.3b (up 21% from 2Q 2022). Net income: JP¥2.33b (up 39% from 2Q 2022). Profit margin: 8.5% (up from 7.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 9% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).お知らせ • Sep 09Shin-Etsu Polymer Co.,Ltd. to Report Q2, 2023 Results on Oct 26, 2022Shin-Etsu Polymer Co.,Ltd. announced that they will report Q2, 2023 results on Oct 26, 2022Reported Earnings • Jul 27First quarter 2023 earnings released: EPS: JP¥33.53 (vs JP¥22.41 in 1Q 2022)First quarter 2023 results: EPS: JP¥33.53 (up from JP¥22.41 in 1Q 2022). Revenue: JP¥25.2b (up 20% from 1Q 2022). Net income: JP¥2.70b (up 49% from 1Q 2022). Profit margin: 11% (up from 8.6% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.8%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 08Shin-Etsu Polymer Co.,Ltd. to Report Q1, 2023 Results on Jul 26, 2022Shin-Etsu Polymer Co.,Ltd. announced that they will report Q1, 2023 results on Jul 26, 2022Price Target Changed • May 19Price target increased to JP¥1,220Up from JP¥1,100, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥1,069. Stock is up 2.8% over the past year. The company is forecast to post earnings per share of JP¥93.45 for next year compared to JP¥78.14 last year.Reported Earnings • Apr 28Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥78.14 (up from JP¥56.08 in FY 2021). Revenue: JP¥92.6b (up 21% from FY 2021). Net income: JP¥6.31b (up 39% from FY 2021). Profit margin: 6.8% (up from 5.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Over the next year, revenue is forecast to grow 8.0%, compared to a 9.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Buying Opportunity • Apr 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be JP¥1,260, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 2.7%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 27% in the next 2 years.お知らせ • Apr 08Shin-Etsu Polymer Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 26, 2022Shin-Etsu Polymer Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 26, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.6%).Buying Opportunity • Mar 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be JP¥1,276, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 2.7% per annum over the last 3 years.Reported Earnings • Jan 28Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥26.79 (up from JP¥16.39 in 3Q 2021). Revenue: JP¥25.2b (up 26% from 3Q 2021). Net income: JP¥2.16b (up 63% from 3Q 2021). Profit margin: 8.6% (up from 6.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 6.6%, compared to a 8.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS JP¥20.71 (vs JP¥11.13 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥22.7b (up 30% from 2Q 2021). Net income: JP¥1.68b (up 86% from 2Q 2021). Profit margin: 7.4% (up from 5.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 26 November 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,100, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 28% over the past three years.Reported Earnings • Jul 27First quarter 2022 earnings released: EPS JP¥22.41 (vs JP¥15.47 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥21.0b (up 15% from 1Q 2021). Net income: JP¥1.81b (up 45% from 1Q 2021). Profit margin: 8.6% (up from 6.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥56.08 (vs JP¥77.55 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥76.9b (down 4.2% from FY 2020). Net income: JP¥4.54b (down 28% from FY 2020). Profit margin: 5.9% (down from 7.8% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 2% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.8%).お知らせ • Mar 10Shin-Etsu Polymer Co.,Ltd. to Report Fiscal Year 2021 Results on Apr 27, 2021Shin-Etsu Polymer Co.,Ltd. announced that they will report fiscal year 2021 results on Apr 27, 2021Is New 90 Day High Low • Feb 12New 90-day high: JP¥1,066The company is up 16% from its price of JP¥922 on 13 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,250 per share.Analyst Estimate Surprise Post Earnings • Feb 11Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 5.8%, compared to a 6.5% growth forecast for the Chemicals industry in Japan.Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥16.39 (vs JP¥20.61 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥20.0b (down 2.2% from 3Q 2020). Net income: JP¥1.33b (down 21% from 3Q 2020). Profit margin: 6.6% (down from 8.2% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Jan 28Third quarter 2021 earnings released: EPS JP¥16.39 (vs JP¥20.61 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥20.0b (down 2.2% from 3Q 2020). Net income: JP¥1.33b (down 21% from 3Q 2020). Profit margin: 6.6% (down from 8.2% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Jan 28Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 4.4%, compared to a 4.5% growth forecast for the Chemicals industry in Japan.Is New 90 Day High Low • Jan 26New 90-day high: JP¥1,006The company is up 6.0% from its price of JP¥945 on 28 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,137 per share.Is New 90 Day High Low • Dec 02New 90-day high: JP¥976The company is up 12% from its price of JP¥873 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,002 per share.お知らせ • Sep 12Shin-Etsu Polymer Co.,Ltd. to Report Q2, 2021 Results on Oct 26, 2020Shin-Etsu Polymer Co.,Ltd. announced that they will report Q2, 2021 results on Oct 26, 2020株主還元7970JP ChemicalsJP 市場7D2.4%4.6%2.7%1Y35.9%54.9%42.1%株主還元を見る業界別リターン: 7970過去 1 年間で54.9 % の収益を上げたJP Chemicals業界を下回りました。リターン対市場: 7970は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 7970's price volatile compared to industry and market?7970 volatility7970 Average Weekly Movement5.0%Chemicals Industry Average Movement6.0%Market Average Movement4.9%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 7970 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 7970の 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19604,356Toshiaki Detowww.shinpoly.co.jp信越ポリマーは、PVCおよび半導体用シリコーン製品を開発し、世界中に供給している。タッチスイッチ・パッド、ゴム接点、ショートストローク、メタルドーム、インモールド、感圧素子、視野・光路制御フィルム、異方導電性ゴムコネクター、シリコーンゴムチューブ・シート、シリコーンスポンジシート、医療用チューブトランジション、OAローラー、医療・化学製品、カルチャープラグ、エンボス・ブリスターキャリアテープ、トップカバーテープ、プラスチックテープフレーム、電子部品キャリア、ラップフィルムなどを提供。塩ビパイプや段ボールシート、シーリング材、自己融着性シリコーンゴムテープ、シリコーン粘着シート、建築・土木用防水シリコーンシート、コンパウンド、透明導電インキ、高機能エンプラフィルム、PVC、TPV、TPUコンパウンド、導電性ポリマー、PEEKフィルムなどを提供。民生用電子機器、電気部品、半導体、自動車、建設市場向け。同社は1960年に設立され、東京に本社を置く。信越ポリマーは信越化学工業の子会社である。もっと見るShin-Etsu Polymer Co.,Ltd. 基礎のまとめShin-Etsu PolymerLtd の収益と売上を時価総額と比較するとどうか。7970 基礎統計学時価総額JP¥181.96b収益（TTM）JP¥9.90b売上高(TTM)JP¥115.12b18.1xPER（株価収益率1.6xP/Sレシオ7970 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計7970 損益計算書（TTM）収益JP¥115.12b売上原価JP¥80.55b売上総利益JP¥34.57bその他の費用JP¥24.67b収益JP¥9.90b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）123.17グロス・マージン30.03%純利益率8.60%有利子負債／自己資本比率0%7970 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.9%現在の配当利回り50%配当性向7970 配当は確実ですか？7970 配当履歴とベンチマークを見る7970 、いつまでに購入すれば配当金を受け取れますか？Shin-Etsu PolymerLtd 配当日配当落ち日Mar 30 2026配当支払日Jun 25 2026配当落ちまでの日数58 days配当支払日までの日数29 days7970 配当は確実ですか？7970 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/27 11:49終値2026/05/27 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Shin-Etsu Polymer Co.,Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Takashi EnomotoBofA Global ResearchMitsuhiro OsawaIchiyoshi Research Institute Inc.Shuuichi NakaharaTokai Tokyo Intelligence Laboratory Co., Ltd.
Reported Earnings • Apr 28Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥123 (up from JP¥117 in FY 2025). Revenue: JP¥115.1b (up 4.1% from FY 2025). Net income: JP¥9.90b (up 5.0% from FY 2025). Profit margin: 8.6% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.2%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 27Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 24, 2026Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 24, 2026.
お知らせ • Apr 21Shin-Etsu Polymer Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 27, 2026Shin-Etsu Polymer Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 27, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
Reported Earnings • Jan 27Third quarter 2026 earnings released: EPS: JP¥33.98 (vs JP¥34.08 in 3Q 2025)Third quarter 2026 results: EPS: JP¥33.98 (down from JP¥34.08 in 3Q 2025). Revenue: JP¥30.4b (up 5.5% from 3Q 2025). Net income: JP¥2.73b (flat on 3Q 2025). Profit margin: 9.0% (in line with 3Q 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Dec 11Shin-Etsu PolymerLtd (TSE:7970) Will Pay A Dividend Of ¥30.00The board of Shin-Etsu Polymer Co.,Ltd. ( TSE:7970 ) has announced that it will pay a dividend of ¥30.00 per share on...
Reported Earnings • Apr 28Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥123 (up from JP¥117 in FY 2025). Revenue: JP¥115.1b (up 4.1% from FY 2025). Net income: JP¥9.90b (up 5.0% from FY 2025). Profit margin: 8.6% (in line with FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 3.2%. Revenue is forecast to grow 4.8% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 27Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 24, 2026Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 24, 2026.
お知らせ • Apr 21Shin-Etsu Polymer Co.,Ltd. to Report Fiscal Year 2026 Results on Apr 27, 2026Shin-Etsu Polymer Co.,Ltd. announced that they will report fiscal year 2026 results on Apr 27, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
Reported Earnings • Jan 27Third quarter 2026 earnings released: EPS: JP¥33.98 (vs JP¥34.08 in 3Q 2025)Third quarter 2026 results: EPS: JP¥33.98 (down from JP¥34.08 in 3Q 2025). Revenue: JP¥30.4b (up 5.5% from 3Q 2025). Net income: JP¥2.73b (flat on 3Q 2025). Profit margin: 9.0% (in line with 3Q 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Dec 11Shin-Etsu PolymerLtd (TSE:7970) Will Pay A Dividend Of ¥30.00The board of Shin-Etsu Polymer Co.,Ltd. ( TSE:7970 ) has announced that it will pay a dividend of ¥30.00 per share on...
お知らせ • Dec 06Shin-Etsu Polymer Co.,Ltd. to Report Q3, 2026 Results on Jan 26, 2026Shin-Etsu Polymer Co.,Ltd. announced that they will report Q3, 2026 results on Jan 26, 2026
分析記事 • Nov 27Shin-Etsu PolymerLtd (TSE:7970) Has Announced A Dividend Of ¥30.00Shin-Etsu Polymer Co.,Ltd. ( TSE:7970 ) has announced that it will pay a dividend of ¥30.00 per share on the 25th of...
Declared Dividend • Nov 27First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 3.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (44% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 24Second quarter 2026 earnings released: EPS: JP¥29.48 (vs JP¥28.76 in 2Q 2025)Second quarter 2026 results: EPS: JP¥29.48 (up from JP¥28.76 in 2Q 2025). Revenue: JP¥28.2b (down 3.0% from 2Q 2025). Net income: JP¥2.37b (up 2.2% from 2Q 2025). Profit margin: 8.4% (up from 8.0% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 24Shin-Etsu Polymer Co.,Ltd. (TSE:7970) announces an Equity Buyback for 500,000 shares, representing 0.62% for ¥1,000 million.Shin-Etsu Polymer Co.,Ltd. (TSE:7970) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 0.62% of its share capital, for ¥1,000 million. The company will repurchase its shares in order to use these shares to be issued when stock option rights are exercised. The share repurchase program will run until December 31, 2025.. As of September 30, 2025, the company had 80,586,091 issued shares (excluding treasury stock) and 2,037,285 shares in treasury.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 26 November 2025. Payout ratio is a comfortable 41% and the cash payout ratio is 89%. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
分析記事 • Sep 07Shin-Etsu PolymerLtd's (TSE:7970) Dividend Will Be Increased To ¥28.00The board of Shin-Etsu Polymer Co.,Ltd. ( TSE:7970 ) has announced that it will be paying its dividend of ¥28.00 on the...
お知らせ • Sep 06Shin-Etsu Polymer Co.,Ltd. to Report Q2, 2026 Results on Oct 23, 2025Shin-Etsu Polymer Co.,Ltd. announced that they will report Q2, 2026 results on Oct 23, 2025
分析記事 • Jul 25Shin-Etsu PolymerLtd (TSE:7970) Has Announced That It Will Be Increasing Its Dividend To ¥28.00Shin-Etsu Polymer Co.,Ltd. ( TSE:7970 ) has announced that it will be increasing its dividend from last year's...
Reported Earnings • Jul 24First quarter 2026 earnings released: EPS: JP¥38.65 (vs JP¥28.05 in 1Q 2025)First quarter 2026 results: EPS: JP¥38.65 (up from JP¥28.05 in 1Q 2025). Revenue: JP¥28.0b (up 9.2% from 1Q 2025). Net income: JP¥3.11b (up 37% from 1Q 2025). Profit margin: 11% (up from 8.8% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.
Declared Dividend • Jul 21Final dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 29th September 2025 Payment date: 26th November 2025 Dividend yield will be 3.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (43% earnings payout ratio) and cash flows (86% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥117 (up from JP¥107 in FY 2024). Revenue: JP¥110.6b (up 5.9% from FY 2024). Net income: JP¥9.43b (up 8.7% from FY 2024). Profit margin: 8.5% (up from 8.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Jun 06Shin-Etsu Polymer Co.,Ltd. to Report Q1, 2026 Results on Jul 23, 2025Shin-Etsu Polymer Co.,Ltd. announced that they will report Q1, 2026 results on Jul 23, 2025
お知らせ • May 22Shin-Etsu Polymer Co.,Ltd. Announces Dividend for the Year Ended March 31, 2025, Effective from June 25, 2025Shin-Etsu Polymer Co.,Ltd. announced dividend for the year ended March 31, 2025. For the year, the company announced dividend of JPY 27.00 per share compared to JPY 24.00 per share a year ago. Record date is March 31, 2025 and Effective date is June 25, 2025.
Reported Earnings • Apr 25Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥117 (up from JP¥107 in FY 2024). Revenue: JP¥110.6b (up 5.9% from FY 2024). Net income: JP¥9.43b (up 8.7% from FY 2024). Profit margin: 8.5% (up from 8.3% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.5%. Earnings per share (EPS) also surpassed analyst estimates by 4.4%. Revenue is forecast to grow 4.5% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Apr 24Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 24, 2025Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 24, 2025.
分析記事 • Apr 02Shin-Etsu PolymerLtd's (TSE:7970) Returns Have Hit A WallIf you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).
お知らせ • Mar 06Shin-Etsu Polymer Co.,Ltd. to Report Fiscal Year 2025 Results on Apr 24, 2025Shin-Etsu Polymer Co.,Ltd. announced that they will report fiscal year 2025 results on Apr 24, 2025
Reported Earnings • Jan 29Third quarter 2025 earnings released: EPS: JP¥34.08 (vs JP¥27.67 in 3Q 2024)Third quarter 2025 results: EPS: JP¥34.08 (up from JP¥27.67 in 3Q 2024). Revenue: JP¥28.8b (up 7.3% from 3Q 2024). Net income: JP¥2.74b (up 23% from 3Q 2024). Profit margin: 9.5% (up from 8.3% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 04Shin-Etsu Polymer Co.,Ltd. to Report Q3, 2025 Results on Jan 28, 2025Shin-Etsu Polymer Co.,Ltd. announced that they will report Q3, 2025 results on Jan 28, 2025
Declared Dividend • Nov 27First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 3.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but not covered by cash flows (dividend approximately 18x free cash flows). The dividend has increased by an average of 19% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 48% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 26Second quarter 2025 earnings released: EPS: JP¥28.76 (vs JP¥28.60 in 2Q 2024)Second quarter 2025 results: EPS: JP¥28.76 (up from JP¥28.60 in 2Q 2024). Revenue: JP¥29.1b (up 8.3% from 2Q 2024). Net income: JP¥2.32b (flat on 2Q 2024). Profit margin: 8.0% (down from 8.6% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.
お知らせ • Oct 24Shin-Etsu Polymer Co.,Ltd. (TSE:7970) announces an Equity Buyback for 500,000 shares, representing 0.62% for ¥900 million.Shin-Etsu Polymer Co.,Ltd. (TSE:7970) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 0.62% of its share capital, for ¥900 million. The company will repurchase its shares in order to use these shares to be issued when stock option rights are exercised. The share repurchase program will run until December 31, 2024. As of September 30, 2024, the company had 80,814,415 issued shares (excluding treasury stock) and 1,808,961 shares in treasury.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 28 November 2024. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).
お知らせ • Sep 06Shin-Etsu Polymer Co.,Ltd. to Report Q2, 2025 Results on Oct 24, 2024Shin-Etsu Polymer Co.,Ltd. announced that they will report Q2, 2025 results on Oct 24, 2024
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,266, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 37% over the past three years.
New Risk • Aug 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.7% average weekly change).
Reported Earnings • Jul 27First quarter 2025 earnings released: EPS: JP¥28.05 (vs JP¥28.41 in 1Q 2024)First quarter 2025 results: EPS: JP¥28.05 (down from JP¥28.41 in 1Q 2024). Revenue: JP¥25.6b (down 3.6% from 1Q 2024). Net income: JP¥2.27b (down 1.5% from 1Q 2024). Profit margin: 8.8% (up from 8.7% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 17% per year.
分析記事 • Jul 26Returns On Capital At Shin-Etsu PolymerLtd (TSE:7970) Have StalledFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Declared Dividend • Jul 18Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th September 2024 Payment date: 28th November 2024 Dividend yield will be 3.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (44% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jul 01Now 26% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥1,512. The fair value is estimated to be JP¥1,197, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
Buy Or Sell Opportunity • Jun 14Now 20% overvaluedOver the last 90 days, the stock has fallen 7.7% to JP¥1,429. The fair value is estimated to be JP¥1,190, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 11% per annum over the same time period.
お知らせ • Apr 27Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 25, 2024Shin-Etsu Polymer Co.,Ltd., Annual General Meeting, Jun 25, 2024.
Reported Earnings • Apr 25Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥107 (up from JP¥106 in FY 2023). Revenue: JP¥104.4b (down 3.6% from FY 2023). Net income: JP¥8.67b (up 1.7% from FY 2023). Profit margin: 8.3% (up from 7.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 15% per year.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).
お知らせ • Mar 08Shin-Etsu Polymer Co.,Ltd. to Report Fiscal Year 2024 Results on Apr 24, 2024Shin-Etsu Polymer Co.,Ltd. announced that they will report fiscal year 2024 results on Apr 24, 2024
Reported Earnings • Jan 26Third quarter 2024 earnings released: EPS: JP¥27.67 (vs JP¥32.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥27.67 (down from JP¥32.20 in 3Q 2023). Revenue: JP¥26.8b (down 9.4% from 3Q 2023). Net income: JP¥2.23b (down 14% from 3Q 2023). Profit margin: 8.3% (down from 8.8% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year and the company’s share price has also increased by 19% per year.
お知らせ • Dec 08Shin-Etsu Polymer Co.,Ltd. to Report Q3, 2024 Results on Jan 25, 2024Shin-Etsu Polymer Co.,Ltd. announced that they will report Q3, 2024 results on Jan 25, 2024
Reported Earnings • Oct 28Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: JP¥28.60 (down from JP¥28.88 in 2Q 2023). Revenue: JP¥26.9b (down 1.7% from 2Q 2023). Net income: JP¥2.32b (flat on 2Q 2023). Profit margin: 8.6% (in line with 2Q 2023). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 22%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 28Shin-Etsu Polymer Co.,Ltd. (TSE:7970) announces an Equity Buyback for 600,000 shares, representing 0.74% for ¥900 million.Shin-Etsu Polymer Co.,Ltd. (TSE:7970) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 0.74% of its share capital, for ¥900 million. The company will repurchase its shares in order to use these shares to be issued when stock option rights are exercised. The share repurchase program will run until December 31, 2023. As of September 30, 2023, the company had 81,031,932 issued shares (excluding treasury stock) and 1,591,444 shares in treasury.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥22.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
お知らせ • Sep 07Shin-Etsu Polymer Co.,Ltd. to Report Q2, 2024 Results on Oct 26, 2023Shin-Etsu Polymer Co.,Ltd. announced that they will report Q2, 2024 results on Oct 26, 2023
Reported Earnings • Jul 27First quarter 2024 earnings released: EPS: JP¥28.41 (vs JP¥33.53 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.41 (down from JP¥33.53 in 1Q 2023). Revenue: JP¥26.6b (up 5.4% from 1Q 2023). Net income: JP¥2.30b (down 15% from 1Q 2023). Profit margin: 8.7% (down from 11% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 16% per year.
Board Change • Jul 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 6 new directors. 3 experienced directors. No highly experienced directors. 2 independent directors (3 non-independent directors). President, COO & Director Toshiaki Deto is the most experienced director on the board, commencing their role in 2016. Independent Outside Corporate Auditor Tomoko Moriya was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Major Estimate Revision • Jul 11Consensus EPS estimates fall by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥109.8b to JP¥108.0b. EPS estimate also fell from JP¥121 per share to JP¥107 per share. Net income forecast to grow 1.7% next year vs 4.6% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥1,740 unchanged from last update. Share price fell 6.3% to JP¥1,455 over the past week.
お知らせ • Jun 09Shin-Etsu Polymer Co.,Ltd. to Report Q1, 2024 Results on Jul 26, 2023Shin-Etsu Polymer Co.,Ltd. announced that they will report Q1, 2024 results on Jul 26, 2023
Reported Earnings • Apr 28Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥106 (up from JP¥78.14 in FY 2022). Revenue: JP¥108.3b (up 17% from FY 2022). Net income: JP¥8.53b (up 35% from FY 2022). Profit margin: 7.9% (up from 6.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 17% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 24 June 2023. Payout ratio is a comfortable 31% and the cash payout ratio is 84%. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Jan 26Third quarter 2023 earnings released: EPS: JP¥32.20 (vs JP¥26.79 in 3Q 2022)Third quarter 2023 results: EPS: JP¥32.20 (up from JP¥26.79 in 3Q 2022). Revenue: JP¥29.6b (up 18% from 3Q 2022). Net income: JP¥2.60b (up 21% from 3Q 2022). Profit margin: 8.8% (up from 8.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 10% per year.
お知らせ • Dec 09Shin-Etsu Polymer Co.,Ltd. to Report Q3, 2023 Results on Jan 25, 2023Shin-Etsu Polymer Co.,Ltd. announced that they will report Q3, 2023 results on Jan 25, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Osamu Miyashita was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 27Second quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2023 results: EPS: JP¥28.88 (up from JP¥20.71 in 2Q 2022). Revenue: JP¥27.3b (up 21% from 2Q 2022). Net income: JP¥2.33b (up 39% from 2Q 2022). Profit margin: 8.5% (up from 7.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 5.2%. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 9% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 28 November 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).
お知らせ • Sep 09Shin-Etsu Polymer Co.,Ltd. to Report Q2, 2023 Results on Oct 26, 2022Shin-Etsu Polymer Co.,Ltd. announced that they will report Q2, 2023 results on Oct 26, 2022
Reported Earnings • Jul 27First quarter 2023 earnings released: EPS: JP¥33.53 (vs JP¥22.41 in 1Q 2022)First quarter 2023 results: EPS: JP¥33.53 (up from JP¥22.41 in 1Q 2022). Revenue: JP¥25.2b (up 20% from 1Q 2022). Net income: JP¥2.70b (up 49% from 1Q 2022). Profit margin: 11% (up from 8.6% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.8%, compared to a 12% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 08Shin-Etsu Polymer Co.,Ltd. to Report Q1, 2023 Results on Jul 26, 2022Shin-Etsu Polymer Co.,Ltd. announced that they will report Q1, 2023 results on Jul 26, 2022
Price Target Changed • May 19Price target increased to JP¥1,220Up from JP¥1,100, the current price target is an average from 3 analysts. New target price is 14% above last closing price of JP¥1,069. Stock is up 2.8% over the past year. The company is forecast to post earnings per share of JP¥93.45 for next year compared to JP¥78.14 last year.
Reported Earnings • Apr 28Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥78.14 (up from JP¥56.08 in FY 2021). Revenue: JP¥92.6b (up 21% from FY 2021). Net income: JP¥6.31b (up 39% from FY 2021). Profit margin: 6.8% (up from 5.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Over the next year, revenue is forecast to grow 8.0%, compared to a 9.7% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Buying Opportunity • Apr 27Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.1%. The fair value is estimated to be JP¥1,260, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 2.7%. Revenue is forecast to grow by 16% in 2 years. Earnings is forecast to grow by 27% in the next 2 years.
お知らせ • Apr 08Shin-Etsu Polymer Co.,Ltd. to Report Fiscal Year 2022 Results on Apr 26, 2022Shin-Etsu Polymer Co.,Ltd. announced that they will report fiscal year 2022 results on Apr 26, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.6%).
Buying Opportunity • Mar 07Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.2%. The fair value is estimated to be JP¥1,276, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 2.7% per annum over the last 3 years.
Reported Earnings • Jan 28Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: EPS: JP¥26.79 (up from JP¥16.39 in 3Q 2021). Revenue: JP¥25.2b (up 26% from 3Q 2021). Net income: JP¥2.16b (up 63% from 3Q 2021). Profit margin: 8.6% (up from 6.6% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 20%. Over the next year, revenue is forecast to grow 6.6%, compared to a 8.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Oct 27Second quarter 2022 earnings released: EPS JP¥20.71 (vs JP¥11.13 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥22.7b (up 30% from 2Q 2021). Net income: JP¥1.68b (up 86% from 2Q 2021). Profit margin: 7.4% (up from 5.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 26 November 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥1,100, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 28% over the past three years.
Reported Earnings • Jul 27First quarter 2022 earnings released: EPS JP¥22.41 (vs JP¥15.47 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥21.0b (up 15% from 1Q 2021). Net income: JP¥1.81b (up 45% from 1Q 2021). Profit margin: 8.6% (up from 6.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥56.08 (vs JP¥77.55 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥76.9b (down 4.2% from FY 2020). Net income: JP¥4.54b (down 28% from FY 2020). Profit margin: 5.9% (down from 7.8% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has fallen by 2% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.8%).
お知らせ • Mar 10Shin-Etsu Polymer Co.,Ltd. to Report Fiscal Year 2021 Results on Apr 27, 2021Shin-Etsu Polymer Co.,Ltd. announced that they will report fiscal year 2021 results on Apr 27, 2021
Is New 90 Day High Low • Feb 12New 90-day high: JP¥1,066The company is up 16% from its price of JP¥922 on 13 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,250 per share.
Analyst Estimate Surprise Post Earnings • Feb 11Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 5.8%, compared to a 6.5% growth forecast for the Chemicals industry in Japan.
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥16.39 (vs JP¥20.61 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥20.0b (down 2.2% from 3Q 2020). Net income: JP¥1.33b (down 21% from 3Q 2020). Profit margin: 6.6% (down from 8.2% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Jan 28Third quarter 2021 earnings released: EPS JP¥16.39 (vs JP¥20.61 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥20.0b (down 2.2% from 3Q 2020). Net income: JP¥1.33b (down 21% from 3Q 2020). Profit margin: 6.6% (down from 8.2% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Jan 28Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 3.7%. Over the next year, revenue is forecast to grow 4.4%, compared to a 4.5% growth forecast for the Chemicals industry in Japan.
Is New 90 Day High Low • Jan 26New 90-day high: JP¥1,006The company is up 6.0% from its price of JP¥945 on 28 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,137 per share.
Is New 90 Day High Low • Dec 02New 90-day high: JP¥976The company is up 12% from its price of JP¥873 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 19% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,002 per share.
お知らせ • Sep 12Shin-Etsu Polymer Co.,Ltd. to Report Q2, 2021 Results on Oct 26, 2020Shin-Etsu Polymer Co.,Ltd. announced that they will report Q2, 2021 results on Oct 26, 2020
