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Japanese (NIKKEI) Commodity Chemicals Industry Analysis

UpdatedApr 11, 2026
DataAggregated Company Financials
Companies66
  • 7D3.8%
  • 3M8.7%
  • 1Y49.6%
  • YTDn/a

The Commodity Chemicals industry is up 3.8% in the last week, with Asahi Kasei up 4.8%. In the last 12 months, the industry was up 50%. Looking forward, earnings are forecast to grow by 18% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sat, 11 Apr 2026JP¥10.7tJP¥16.0tJP¥447.6b14.3x23.8x0.7x
Mon, 09 Mar 2026JP¥11.1tJP¥16.0tJP¥447.7b14.5x24.9x0.7x
Wed, 04 Feb 2026JP¥10.7tJP¥16.1tJP¥390.0b13.1x27.4x0.7x
Fri, 02 Jan 2026JP¥9.6tJP¥16.1tJP¥390.4b12.3x24.5x0.6x
Sun, 30 Nov 2025JP¥9.3tJP¥16.1tJP¥390.3b12.5x23.8x0.6x
Tue, 28 Oct 2025JP¥9.1tJP¥16.2tJP¥360.5b13x25.3x0.6x
Thu, 25 Sep 2025JP¥8.9tJP¥16.2tJP¥360.5b12.3x24.6x0.5x
Sat, 23 Aug 2025JP¥8.9tJP¥16.2tJP¥360.4b12x24.7x0.5x
Mon, 21 Jul 2025JP¥8.3tJP¥16.4tJP¥407.5b10.8x20.4x0.5x
Wed, 18 Jun 2025JP¥8.0tJP¥16.4tJP¥407.6b10.7x19.7x0.5x
Fri, 16 May 2025JP¥8.0tJP¥16.4tJP¥400.5b10.6x20x0.5x
Sun, 13 Apr 2025JP¥7.5tJP¥16.4tJP¥436.7b9.7x17.1x0.5x
Tue, 11 Mar 2025JP¥8.5tJP¥16.4tJP¥436.5b10.9x19.4x0.5x
Thu, 06 Feb 2025JP¥8.5tJP¥16.3tJP¥482.5b11.7x17.5x0.5x
Sat, 04 Jan 2025JP¥8.7tJP¥16.3tJP¥486.8b12.1x17.8x0.5x
Mon, 02 Dec 2024JP¥8.4tJP¥16.3tJP¥486.7b12.1x17.3x0.5x
Wed, 30 Oct 2024JP¥8.3tJP¥16.2tJP¥550.5b11.4x15x0.5x
Fri, 27 Sep 2024JP¥8.6tJP¥16.2tJP¥550.5b11.7x15.7x0.5x
Sun, 25 Aug 2024JP¥8.1tJP¥16.1tJP¥529.6b11.6x15.3x0.5x
Tue, 23 Jul 2024JP¥8.6tJP¥15.8tJP¥489.0b11.5x17.6x0.5x
Thu, 20 Jun 2024JP¥8.4tJP¥15.8tJP¥487.2b11.7x17.3x0.5x
Sat, 18 May 2024JP¥8.5tJP¥15.7tJP¥480.3b11.4x17.8x0.5x
Mon, 15 Apr 2024JP¥8.7tJP¥15.6tJP¥279.1b11.6x31.2x0.6x
Wed, 13 Mar 2024JP¥8.2tJP¥15.6tJP¥278.6b11.7x29.5x0.5x
Fri, 09 Feb 2024JP¥8.0tJP¥15.6tJP¥252.4b12.2x31.6x0.5x
Sun, 07 Jan 2024JP¥8.2tJP¥15.7tJP¥226.7b13.6x36.2x0.5x
Tue, 05 Dec 2023JP¥8.1tJP¥15.7tJP¥226.8b13.3x35.7x0.5x
Thu, 02 Nov 2023JP¥7.9tJP¥15.8tJP¥260.2b14.7x30.4x0.5x
Sat, 30 Sep 2023JP¥8.1tJP¥15.8tJP¥264.4b14.2x30.6x0.5x
Mon, 28 Aug 2023JP¥8.0tJP¥15.8tJP¥264.5b13.7x30.1x0.5x
Wed, 26 Jul 2023JP¥8.1tJP¥16.0tJP¥372.6b13.5x21.6x0.5x
Fri, 23 Jun 2023JP¥7.9tJP¥16.0tJP¥372.8b13.2x21.3x0.5x
Sun, 21 May 2023JP¥7.7tJP¥16.0tJP¥373.7b12.7x20.5x0.5x
Tue, 18 Apr 2023JP¥7.5tJP¥15.8tJP¥612.5b10.8x12.3x0.5x
Price to Earnings Ratio

12.3x


Total Market Cap: JP¥7.5tTotal Earnings: JP¥612.5bTotal Revenue: JP¥15.8tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Commodity Chemicals Industry Price to Earnings3Y Average 23x202420252026
Current Industry PE
  • Investors are relatively neutral on the Japanese Commodity 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 23.0x.
  • The industry is trading close to its 3-year average PS ratio of 0.53x.
Past Earnings Growth
  • The earnings for companies in the Commodity Chemicals industry have declined 9.9% 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 Comparison

How does Japanese Commodity Chemicals compare with similar industries?

JP Market2.88%
Materials5.09%
Chemicals3.89%
Commodity Chemicals3.77%
Diversified Chemicals7.77%
Specialty Chemicals3.10%
Industrial Gases0.77%
Fertilizers and Agricultural Chemicals-1.50%
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.

Top Stock Gainers and Losers

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

CompanyLast Price7D1YValuation
3407 Asahi KaseiJP¥1.64k4.8%
+JP¥102.4b		73.0%PE14.1x
3402 Toray IndustriesJP¥1.18k4.0%
+JP¥65.5b		30.9%PE39.9x
4183 Mitsui ChemicalsJP¥1.97k4.8%
+JP¥33.3b		30.3%PE42.4x
7966 LINTECJP¥5.06k10.6%
+JP¥31.8b		98.0%PE26.9x
6490 PILLARJP¥8.48k12.8%
+JP¥21.9b		182.9%PE22.2x

Latest News

3402
JP¥1,175.50
Toray Industries
7D
4.0%
1Y
30.9%

3402: Share Buybacks And Renewable Plastics Initiative Will Support Future Upside Potential

Analysts have adjusted their price target for Toray Industries to ¥1,280 from about ¥1,240, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E expectations. What's in the News Completed share repurchase of 44,734,100 shares, representing 3% of outstanding shares, for ¥49,999.93 million under the buyback announced on November 14, 2025.
4401
JP¥3,934.00
Adeka
7D
5.6%
1Y
69.9%

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.
4205
JP¥1,815.00
Zeon
7D
3.0%
1Y
34.0%
7928
JP¥614.00
Asahi Kagaku KogyoLtd
7D
-1.1%
1Y
6.4%
4249
JP¥2,392.00
Moriroku Company
7D
-1.4%
1Y
18.5%
7966
JP¥5,060.00
LINTEC
7D
10.6%
1Y
98.0%
4107
JP¥5,050.00
ISE Chemicals
7D
-2.5%
1Y
155.4%
4183
JP¥1,971.50
Mitsui Chemicals
7D
4.8%
1Y
30.3%

4183: Renewable Plastics And Buybacks Will Support Long Term Share Upside

Analysts have maintained their ¥3,000 price target for Mitsui Chemicals, noting that only minor adjustments to assumptions such as discount rate, revenue growth, profit margin, and future P/E have been made, and these do not materially change their overall view of the shares. What's in the News Mitsui Chemicals is part of a 14 company global supply chain across five countries and regions to produce renewable plastics for Sony's high performance audio visual products, with a focus on tracking and documenting GHG emissions across the chain and supporting Sony's move away from virgin fossil based plastics (Key Developments).
4040
JP¥3,110.00
Nankai Chemical CompanyLimited
7D
-1.6%
1Y
35.7%
3407
JP¥1,635.50
Asahi Kasei
7D
4.8%
1Y
73.0%
6490
JP¥8,480.00
PILLAR
7D
12.8%
1Y
182.9%
7970
JP¥2,126.00
Shin-Etsu PolymerLtd
7D
6.2%
1Y
57.9%
5122
JP¥6,000.00
Okamoto Industries
7D
-0.3%
1Y
20.7%
4229
JP¥5,200.00
Gun Ei Chemical Industry
7D
-2.8%
1Y
79.2%
4627
JP¥1,690.00
Natoco
7D
-0.6%
1Y
20.8%
4956
JP¥1,363.00
Konishi
7D
-1.7%
1Y
27.1%