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Japanese (NIKKEI) Chemicals Industry Analysis

UpdatedNov 24, 2025
DataAggregated Company Financials
Companies157
  • 7D-1.9%
  • 3M1.4%
  • 1Y5.4%
  • YTD7.1%

Over the last 7 days, the Chemicals industry has dropped 1.9%, driven by Shin-Etsu Chemical declining 3.0%. In contrast, NOF has gained 7.8%. This takes the industry's 12 month performance to a gain of 5.4%. As for the next few years, earnings are expected to grow by 13% per annum.

Industry Valuation and Performance

Has the Japanese Chemicals Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 24 Nov 2025JP¥37.9tJP¥41.8tJP¥2.1t12.2x18.2x0.9x
Wed, 22 Oct 2025JP¥38.3tJP¥42.3tJP¥2.1t12.9x18.6x0.9x
Fri, 19 Sep 2025JP¥37.9tJP¥42.3tJP¥2.1t13x18.5x0.9x
Sun, 17 Aug 2025JP¥37.1tJP¥42.4tJP¥2.0t12.5x18.2x0.9x
Tue, 15 Jul 2025JP¥35.8tJP¥42.7tJP¥2.2t11.3x16.6x0.8x
Thu, 12 Jun 2025JP¥34.7tJP¥42.7tJP¥2.2t10.9x16.1x0.8x
Sat, 10 May 2025JP¥33.7tJP¥42.6tJP¥2.0t11x16.7x0.8x
Mon, 07 Apr 2025JP¥31.3tJP¥42.5tJP¥2.0t10x15.6x0.7x
Wed, 05 Mar 2025JP¥34.5tJP¥42.5tJP¥2.0t11.3x17.3x0.8x
Fri, 31 Jan 2025JP¥35.7tJP¥42.1tJP¥1.9t12.3x19x0.8x
Sun, 29 Dec 2024JP¥37.2tJP¥42.1tJP¥1.9t12.1x20.1x0.9x
Tue, 26 Nov 2024JP¥37.6tJP¥42.1tJP¥1.9t12.2x20.3x0.9x
Thu, 24 Oct 2024JP¥37.6tJP¥41.6tJP¥1.9t11.6x19.6x0.9x
Sat, 21 Sep 2024JP¥37.9tJP¥41.6tJP¥1.9t12.2x19.8x0.9x
Mon, 19 Aug 2024JP¥38.3tJP¥41.5tJP¥1.9t12.1x20.2x0.9x
Wed, 17 Jul 2024JP¥40.8tJP¥40.8tJP¥1.7t13.3x23.4x1x
Fri, 14 Jun 2024JP¥39.6tJP¥41.2tJP¥1.7t12.8x22.9x1x
Sun, 12 May 2024JP¥39.5tJP¥41.0tJP¥1.8t14.2x21.5x1x
Tue, 09 Apr 2024JP¥40.2tJP¥41.0tJP¥1.7t14.3x23.9x1x
Thu, 07 Mar 2024JP¥41.1tJP¥41.0tJP¥1.7t14x24.4x1x
Sat, 03 Feb 2024JP¥38.7tJP¥41.2tJP¥1.6t14.1x24.4x0.9x
Mon, 01 Jan 2024JP¥37.8tJP¥41.4tJP¥1.7t14.1x22.8x0.9x
Wed, 29 Nov 2023JP¥36.7tJP¥41.4tJP¥1.7t14x22.1x0.9x
Fri, 27 Oct 2023JP¥32.7tJP¥42.0tJP¥1.8t13.2x17.9x0.8x
Sun, 24 Sep 2023JP¥35.0tJP¥42.0tJP¥1.8t13.6x19.2x0.8x
Tue, 22 Aug 2023JP¥33.8tJP¥42.0tJP¥1.8t13x18.5x0.8x
Thu, 20 Jul 2023JP¥34.7tJP¥42.5tJP¥2.1t13x16.6x0.8x
Sat, 17 Jun 2023JP¥35.2tJP¥42.5tJP¥2.1t12.8x16.8x0.8x
Mon, 15 May 2023JP¥32.0tJP¥42.3tJP¥2.2t12x14.4x0.8x
Wed, 12 Apr 2023JP¥31.1tJP¥42.0tJP¥2.5t10.7x12.5x0.7x
Fri, 10 Mar 2023JP¥32.3tJP¥42.0tJP¥2.5t11.4x13x0.8x
Sun, 05 Feb 2023JP¥29.9tJP¥41.3tJP¥2.7t9.8x11.1x0.7x
Tue, 03 Jan 2023JP¥27.8tJP¥40.8tJP¥2.7t9.5x10.1x0.7x
Thu, 01 Dec 2022JP¥30.0tJP¥40.8tJP¥2.7t9.9x10.9x0.7x
Price to Earnings Ratio

10.9x


Total Market Cap: JP¥30.0tTotal Earnings: JP¥2.7tTotal Revenue: JP¥40.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Chemicals Industry Price to Earnings3Y Average 18.3x202320242025
Current Industry PE
  • Investors are relatively neutral on the Japanese Chemicals industry at the moment, indicating that they anticipate long term growth rates to remain steady.
  • The industry is trading close to its 3-year average PE ratio of 18.3x.
  • The industry is trading close to its 3-year average PS ratio of 0.85x.
Past Earnings Growth
  • The earnings for companies in the Chemicals industry have declined 8.7% per year over the last three years.
  • Meanwhile revenues have remained mostly flat.
  • This means that although sales have remained flat, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Japanese Materials industry?

JP Market-1.67%
Materials-1.87%
Chemicals-1.86%
Fertilizers and Agricultural Chemicals-0.55%
Commodity Chemicals-0.60%
Diversified Chemicals-1.04%
Industrial Gases-1.42%
Specialty Chemicals-2.76%
Industry PE
  • Investors are most optimistic about the Commodity Chemicals industry, which is trading close to its 3-year average PE ratio of 21.2x.
    • Analysts are expecting annual earnings growth of 19.5%, which is higher than its past year's earnings growth of 7.4% per year.
  • Investors are most pessimistic about the Fertilizers and Agricultural Chemicals industry, although it looks like investor sentiment has improved given that it's trading above its 3-year average of 9.5x.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 21% over the next 5 years.
  • This is better than its past earnings growth rate of 8.4% per year.
  • In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings grow by 7.3% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
4403 NOFJP¥2.98k7.8%
+JP¥49.7b		28.8%PE19.6x
4091 Nippon Sanso HoldingsJP¥4.99k1.8%
+JP¥38.5b		13.7%PE20.2x
4183 Mitsui ChemicalsJP¥3.72k4.4%
+JP¥29.4b		1.1%PE39.2x
4005 Sumitomo Chemical CompanyJP¥477.502.7%
+JP¥20.5b		27.8%PE9.2x
3407 Asahi KaseiJP¥1.30k1.2%
+JP¥20.4b		18.7%PE12.5x

Latest News

4403
JP¥2,982.00
NOF
7D
7.8%
1Y
28.8%
4005
JP¥477.50
Sumitomo Chemical Company
7D
2.7%
1Y
27.8%

4005: Profit Margin Gains And New Venture Will Drive Share Upside

Analysts have raised their price target for Sumitomo Chemical Company to ¥533.27 from ¥526.91. They cite improved profit margin projections and a slightly lower discount rate as factors supporting their updated outlook.
4186
JP¥5,574.00
Tokyo Ohka Kogyo
7D
-11.4%
1Y
60.7%
4063
JP¥4,500.00
Shin-Etsu Chemical
7D
-3.0%
1Y
-20.3%

Shin-Etsu Chemical (TSE:4063) Has Announced A Dividend Of ¥53.00

Nov 19
Shin-Etsu Chemical (TSE:4063) Has Announced A Dividend Of ¥53.00
3402
JP¥1,017.50
Toray Industries
7D
-2.1%
1Y
8.8%

Toray Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models

Nov 18
Toray Industries, Inc. Just Missed Earnings - But Analysts Have Updated Their Models
4004
JP¥5,640.00
Resonac Holdings
7D
-6.6%
1Y
41.8%

4004: Upcoming Panel-Level Project Collaboration Will Drive Measured Outlook Through 2026

Analysts have raised their price target for Resonac Holdings to approximately ¥5,630.91. This is an increase from ¥5,476.36 and reflects updated expectations for stronger revenue growth and a slightly lower discount rate, despite marginally reduced profit margin forecasts.
4188
JP¥846.40
Mitsubishi Chemical Group
7D
-2.1%
1Y
1.9%

4188: Future Profit Margins And Market Pressures Will Shape Balanced Outlook

Analysts have modestly reduced their price target for Mitsubishi Chemical Group to ¥900.91. They cite updated views on the company's slightly improved profit margin outlook and a lower projected discount rate.
3405
JP¥1,524.00
Kuraray
7D
-4.3%
1Y
-24.7%

Earnings Miss: Kuraray Co., Ltd. Missed EPS By 35% And Analysts Are Revising Their Forecasts

Nov 14
Earnings Miss: Kuraray Co., Ltd. Missed EPS By 35% And Analysts Are Revising Their Forecasts
4183
JP¥3,719.00
Mitsui Chemicals
7D
4.4%
1Y
1.1%
4021
JP¥5,225.00
Nissan Chemical
7D
1.5%
1Y
-4.4%

Nissan Chemical Corporation Just Missed Earnings - But Analysts Have Updated Their Models

Nov 12
Nissan Chemical Corporation Just Missed Earnings - But Analysts Have Updated Their Models
4182
JP¥2,536.50
Mitsubishi Gas Chemical Company
7D
-4.7%
1Y
-12.9%
4095
JP¥1,411.00
Nihon Parkerizing
7D
4.0%
1Y
11.7%
3407
JP¥1,296.00
Asahi Kasei
7D
1.2%
1Y
18.7%
4091
JP¥4,988.00
Nippon Sanso Holdings
7D
1.8%
1Y
13.7%

Nippon Sanso Holdings Corporation (TSE:4091) Just Released Its Interim Results And Analysts Are Updating Their Estimates

Nov 02
Nippon Sanso Holdings Corporation (TSE:4091) Just Released Its Interim Results And Analysts Are Updating Their Estimates
7942
JP¥2,335.00
JSP
7D
9.5%
1Y
11.6%
6988
JP¥3,774.00
Nitto Denko
7D
-4.9%
1Y
57.0%

Nitto Denko Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next

Oct 30
Nitto Denko Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next