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Japanese (NIKKEI) Chemicals Industry Analysis
UpdatedSep 30, 2025
DataAggregated Company Financials
Companies157
- 7D-1.4%
- 3M7.9%
- 1Y0.9%
- YTD6.4%
Over the last 7 days, the Chemicals industry has dropped 1.4%, driven by a pullback from Nippon Sanso Holdings of 7.6%. Over the last year, the industry has been flat overall. As for the next few years, earnings are expected to grow by 11% per annum.
Industry Valuation and Performance
Has the Japanese Chemicals Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Wed, 01 Oct 2025 | JP¥37.7t | JP¥42.3t | JP¥2.1t | 12.8x | 18.4x | 0.9x |
| Fri, 29 Aug 2025 | JP¥37.4t | JP¥42.3t | JP¥2.1t | 12.6x | 18.2x | 0.9x |
| Sun, 27 Jul 2025 | JP¥36.7t | JP¥42.7t | JP¥2.1t | 11.5x | 17.2x | 0.9x |
| Tue, 24 Jun 2025 | JP¥33.7t | JP¥42.7t | JP¥2.2t | 10.8x | 15.7x | 0.8x |
| Thu, 22 May 2025 | JP¥33.9t | JP¥42.7t | JP¥2.2t | 10.6x | 15.7x | 0.8x |
| Sat, 19 Apr 2025 | JP¥31.3t | JP¥42.5t | JP¥2.0t | 10.3x | 15.6x | 0.7x |
| Mon, 17 Mar 2025 | JP¥35.0t | JP¥42.5t | JP¥2.0t | 11.4x | 17.6x | 0.8x |
| Wed, 12 Feb 2025 | JP¥35.2t | JP¥42.3t | JP¥2.0t | 11.7x | 17.9x | 0.8x |
| Fri, 10 Jan 2025 | JP¥36.3t | JP¥42.1t | JP¥1.9t | 12x | 19.6x | 0.9x |
| Sun, 08 Dec 2024 | JP¥36.8t | JP¥42.1t | JP¥1.9t | 12.2x | 19.8x | 0.9x |
| Tue, 05 Nov 2024 | JP¥37.2t | JP¥41.8t | JP¥1.9t | 12x | 19.4x | 0.9x |
| Thu, 03 Oct 2024 | JP¥39.3t | JP¥41.6t | JP¥1.9t | 12.2x | 20.6x | 0.9x |
| Sat, 31 Aug 2024 | JP¥38.8t | JP¥41.6t | JP¥1.9t | 12.5x | 20.4x | 0.9x |
| Mon, 29 Jul 2024 | JP¥38.5t | JP¥40.9t | JP¥1.8t | 12.8x | 21.9x | 0.9x |
| Wed, 26 Jun 2024 | JP¥40.1t | JP¥41.2t | JP¥1.7t | 13.1x | 23.1x | 1x |
| Fri, 24 May 2024 | JP¥39.3t | JP¥41.2t | JP¥1.7t | 13.2x | 22.7x | 1x |
| Sun, 21 Apr 2024 | JP¥39.3t | JP¥41.0t | JP¥1.7t | 14x | 23.4x | 1x |
| Tue, 19 Mar 2024 | JP¥41.3t | JP¥41.0t | JP¥1.7t | 14.4x | 24.6x | 1x |
| Thu, 15 Feb 2024 | JP¥38.7t | JP¥41.0t | JP¥1.7t | 13.5x | 22.9x | 0.9x |
| Sat, 13 Jan 2024 | JP¥38.1t | JP¥41.4t | JP¥1.7t | 14.4x | 23.1x | 0.9x |
| Mon, 11 Dec 2023 | JP¥35.2t | JP¥41.4t | JP¥1.7t | 13.8x | 21.3x | 0.9x |
| Wed, 08 Nov 2023 | JP¥35.5t | JP¥41.5t | JP¥1.7t | 13.9x | 20.9x | 0.9x |
| Fri, 06 Oct 2023 | JP¥33.8t | JP¥42.0t | JP¥1.8t | 13.4x | 18.5x | 0.8x |
| Sun, 03 Sep 2023 | JP¥35.3t | JP¥42.0t | JP¥1.8t | 13.6x | 19.4x | 0.8x |
| Tue, 01 Aug 2023 | JP¥35.6t | JP¥42.4t | JP¥2.1t | 13.1x | 17.3x | 0.8x |
| Thu, 29 Jun 2023 | JP¥34.6t | JP¥42.5t | JP¥2.1t | 12.7x | 16.5x | 0.8x |
| Sat, 27 May 2023 | JP¥32.7t | JP¥42.4t | JP¥2.1t | 12.3x | 15.6x | 0.8x |
| Mon, 24 Apr 2023 | JP¥31.7t | JP¥42.0t | JP¥2.5t | 10.9x | 12.7x | 0.8x |
| Wed, 22 Mar 2023 | JP¥30.6t | JP¥42.0t | JP¥2.5t | 10.6x | 12.3x | 0.7x |
| Fri, 17 Feb 2023 | JP¥31.0t | JP¥41.9t | JP¥2.5t | 10.8x | 12.4x | 0.7x |
| Sun, 15 Jan 2023 | JP¥28.1t | JP¥40.8t | JP¥2.7t | 9.6x | 10.2x | 0.7x |
| Tue, 13 Dec 2022 | JP¥29.5t | JP¥40.8t | JP¥2.7t | 9.8x | 10.8x | 0.7x |
| Thu, 10 Nov 2022 | JP¥28.3t | JP¥40.3t | JP¥2.7t | 9.6x | 10.3x | 0.7x |
| Sat, 08 Oct 2022 | JP¥28.6t | JP¥39.1t | JP¥2.7t | 9.6x | 10.4x | 0.7x |
Price to Earnings Ratio
10.4x
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 17.9x.
- The industry is trading close to its 3-year average PS ratio of 0.84x.
Past Earnings Growth
- The earnings for companies in the Chemicals industry have declined 9.2% per year over the last three years.
- Meanwhile revenues for these companies have grown 2.6% per year.
- This means that although more sales are being generated, 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 | -1.12% | |
| Materials | -0.50% | |
| Chemicals | -1.43% | |
| Fertilizers and Agricultural Chemicals | 0.12% | |
| Specialty Chemicals | -0.20% | |
| Commodity Chemicals | -1.58% | |
| Diversified Chemicals | -2.74% | |
| Industrial Gases | -6.23% | |
Industry PE
- Investors are most optimistic about the Commodity Chemicals industry which is trading above its 3-year average PE ratio of 20.5x.
- Analysts are expecting annual earnings growth of 19.0%, which is higher than its past year's earnings decline of 4.5% 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 Commodity Chemicals industry, expecting annual earnings growth of 19% over the next 5 years.
- This is better than its past earnings decline of 4.5% per year.
- In contrast, the Specialty 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?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 4063 Shin-Etsu Chemical | JP¥4.85k | 2.9% +JP¥260.3b | -21.1% | PE17.6x | |
| 4612 Nippon Paint Holdings | JP¥1.01k | 1.0% +JP¥23.5b | -7.8% | PE16x | |
| 6988 Nitto Denko | JP¥3.52k | 0.1% +JP¥2.7b | 41.3% | PE17.9x | |
| 4966 C.UyemuraLtd | JP¥11.70k | 1.2% +JP¥2.3b | 2.8% | PE13.6x | |
| 4972 Soken Chemical & Engineering | JP¥2.06k | 6.2% +JP¥2.0b | 30.3% | PE8.8x |
