Adeka Corporation

TSE:4401 주식 리포트

시가총액: JP¥399.8b

Adeka 경영진

경영진 기준 점검 3/4

Adeka CEO는 Hidetaka Shirozume, Jun2018 에 임명되었습니다 의 임기는 7.92 년입니다. 총 연간 보상은 ¥109.00M, 51.4% 급여 및 48.6% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 ¥290.09M 가치에 해당하는 회사 주식의 0.073% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 9.9 년과 4.4 년입니다.

핵심 정보

Hidetaka Shirozume

최고경영자

JP¥109.0m

총 보수

CEO 급여 비율51.38%
CEO 재임 기간7.9yrs
CEO 지분 보유율0.07%
경영진 평균 재임 기간9.9yrs
이사회 평균 재임 기간4.4yrs

최근 경영진 업데이트

Recent updates

분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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).
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
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새로운 내러티브 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...

CEO 보수 분석

Hidetaka Shirozume의 보수는 Adeka의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
Mar 31 2026n/an/a

JP¥28b

Dec 31 2025n/an/a

JP¥26b

Sep 30 2025n/an/a

JP¥26b

Jun 30 2025n/an/a

JP¥25b

Mar 31 2025JP¥109mJP¥56m

JP¥25b

보상 대 시장: Hidetaka의 총 보수(USD684.96K)는 JP 시장에서 비슷한 규모 기업의 평균(USD867.88K) 수준입니다.

보상과 수익: Hidetaka의 보상을 회사 실적과 비교하기에 데이터가 부족합니다.


CEO

Hidetaka Shirozume (64 yo)

7.9yrs
재임 기간
JP¥109,000,000
보수

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...


리더십 팀

이름직위재임 기간보수지분
Hidetaka Shirozume
President7.9yrsJP¥109.00m0.073%
¥ 290.1m
Youji Shiga
GM of Finance and Accountingno data데이터 없음데이터 없음
Takafumi Fujii
Operating Officer and GM Technology & Engineering Departmentno data데이터 없음데이터 없음
Fumitake Koyae
Operating Officer and GM of Legal & Public Relations Departmentno data데이터 없음데이터 없음
Haruhiko Tomiyasu
Senior Managing Executive Officer & Representative Director11.9yrs데이터 없음0.055%
¥ 220.6m
Yoshiaki Kobayashi
Senior Managing Executive Officer & GM of Foods Division9.9yrs데이터 없음데이터 없음
Shigeki Fujisawa
Managing Executive Officer & GM of Environmental Materials Division9.9yrs데이터 없음데이터 없음
Noriyasu Tsunoda
Senior Executive Officerno data데이터 없음데이터 없음
Atsuya Yoshinaka
Managing Executive Officer & GM of Semiconductor Materials Divisionno data데이터 없음데이터 없음
Naoshi Kawamoto
Senior Executive Officer & GM of Resin Additives Divisionno data데이터 없음데이터 없음
Kiyoshi Masamune
Operating Officerno data데이터 없음0.015%
¥ 61.3m
Shin Takahashi
Senior Operating Officer & GM of Production Divisionno data데이터 없음데이터 없음
9.9yrs
평균 재임 기간
63yo
평균 나이

경험이 풍부한 관리: 4401의 경영진은 노련하고 경험이 풍부합니다(평균 재임 9.9 년).


이사회 구성원

이름직위재임 기간보수지분
Hidetaka Shirozume
President9.9yrsJP¥109.00m0.073%
¥ 290.1m
Youji Shiga
GM of Finance and Accounting7.9yrs데이터 없음데이터 없음
Haruhiko Tomiyasu
Senior Managing Executive Officer & Representative Director15.9yrs데이터 없음0.055%
¥ 220.6m
Kiyoshi Masamune
Operating Officer1.9yrs데이터 없음0.015%
¥ 61.3m
Naoya Takahashi
Independent Outside Director1.9yrs데이터 없음데이터 없음
Yukiko Fujikawa
Independent Outside Directorless than a year데이터 없음데이터 없음
Shigeru Endo
Independent Outside Director7.9yrs데이터 없음데이터 없음
Makoto Horiguchi
Independent Outside Director4.9yrs데이터 없음0.0061%
¥ 24.5m
Koichi Taya
Director3.9yrs데이터 없음0.013%
¥ 53.1m
Ikuko Hirasawa
Independent Outside Director2.9yrs데이터 없음데이터 없음
4.4yrs
평균 재임 기간
66.5yo
평균 나이

경험이 풍부한 이사회: 4401의 이사회경험이 있음으로 간주됩니다(평균 재임 4.4 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 00:50
종가2026/05/21 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
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시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
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분석가 소스

Adeka Corporation는 11명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Niima KomuraBofA Global Research
Yusuke MiuraDaiwa Securities Co. Ltd.
Katsuhiko IshibashiIchiyoshi Research Institute Inc.