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Japanese (NIKKEI) Chemicals Industry Analysis

UpdatedApr 07, 2026
DataAggregated Company Financials
Companies155
  • 7D3.0%
  • 3M10.7%
  • 1Y63.3%
  • YTD13.6%

Last week, the Chemicals industry hasn't moved much but Shin-Etsu Chemical is up 4.9% in that time. The past year has been better, since the industry has gained 50% in that time. Looking forward, earnings are forecast to grow by 13% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Tue, 07 Apr 2026JP¥45.4tJP¥42.0tJP¥2.2t13.8x20.6x1.1x
Thu, 05 Mar 2026JP¥45.8tJP¥42.0tJP¥2.2t14.1x20.8x1.1x
Sat, 31 Jan 2026JP¥42.3tJP¥41.8tJP¥2.1t12.9x20.4x1x
Mon, 29 Dec 2025JP¥40.0tJP¥41.8tJP¥2.1t12.8x19.2x1x
Wed, 26 Nov 2025JP¥37.8tJP¥41.8tJP¥2.1t12.1x18.1x0.9x
Fri, 24 Oct 2025JP¥38.5tJP¥42.3tJP¥2.1t13.1x18.7x0.9x
Sun, 21 Sep 2025JP¥37.8tJP¥42.3tJP¥2.1t13x18.4x0.9x
Tue, 19 Aug 2025JP¥37.3tJP¥42.4tJP¥2.0t12.6x18.3x0.9x
Thu, 17 Jul 2025JP¥35.6tJP¥42.7tJP¥2.2t11.4x16.5x0.8x
Sat, 14 Jun 2025JP¥33.8tJP¥42.7tJP¥2.2t10.8x15.7x0.8x
Mon, 12 May 2025JP¥33.7tJP¥42.7tJP¥2.1t10.5x16.3x0.8x
Wed, 09 Apr 2025JP¥30.7tJP¥42.5tJP¥2.0t9.8x15.3x0.7x
Fri, 07 Mar 2025JP¥35.5tJP¥42.5tJP¥2.0t11.6x17.9x0.8x
Sun, 02 Feb 2025JP¥35.6tJP¥42.1tJP¥1.9t12x19x0.8x
Tue, 31 Dec 2024JP¥37.0tJP¥42.1tJP¥1.9t12.2x20x0.9x
Thu, 28 Nov 2024JP¥36.8tJP¥42.1tJP¥1.9t12.1x19.8x0.9x
Sat, 26 Oct 2024JP¥37.3tJP¥41.6tJP¥1.9t11.5x19.5x0.9x
Mon, 23 Sep 2024JP¥37.9tJP¥41.6tJP¥1.9t12.2x19.8x0.9x
Wed, 21 Aug 2024JP¥38.1tJP¥41.5tJP¥1.9t12x20.1x0.9x
Fri, 19 Jul 2024JP¥40.7tJP¥40.8tJP¥1.7t13.3x23.4x1x
Sun, 16 Jun 2024JP¥39.8tJP¥41.2tJP¥1.7t13.1x22.9x1x
Tue, 14 May 2024JP¥39.8tJP¥41.0tJP¥1.8t14.1x21.5x1x
Thu, 11 Apr 2024JP¥41.1tJP¥41.0tJP¥1.7t14.4x24.4x1x
Sat, 09 Mar 2024JP¥41.1tJP¥41.0tJP¥1.7t14.2x24.4x1x
Mon, 05 Feb 2024JP¥38.7tJP¥41.1tJP¥1.6t14.1x24.4x0.9x
Wed, 03 Jan 2024JP¥37.8tJP¥41.4tJP¥1.7t14.1x22.8x0.9x
Fri, 01 Dec 2023JP¥36.6tJP¥41.4tJP¥1.7t14.2x22.1x0.9x
Sun, 29 Oct 2023JP¥33.4tJP¥41.9tJP¥1.8t13.5x18.4x0.8x
Tue, 26 Sep 2023JP¥35.0tJP¥42.0tJP¥1.8t13.7x19.2x0.8x
Thu, 24 Aug 2023JP¥34.2tJP¥42.0tJP¥1.8t13.2x18.7x0.8x
Sat, 22 Jul 2023JP¥34.2tJP¥42.5tJP¥2.1t12.8x16.3x0.8x
Mon, 19 Jun 2023JP¥35.2tJP¥42.5tJP¥2.1t12.8x16.8x0.8x
Wed, 17 May 2023JP¥32.2tJP¥42.2tJP¥2.2t11.6x14.7x0.8x
Fri, 14 Apr 2023JP¥31.5tJP¥42.0tJP¥2.5t10.8x12.6x0.7x
Price to Earnings Ratio

12.6x


Total Market Cap: JP¥31.5tTotal Earnings: JP¥2.5tTotal Revenue: JP¥42.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Chemicals Industry Price to Earnings3Y Average 19.4x202420252026
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 19.4x.
  • The 3-year average PS ratio of 0.89x is lower than the industry's current PS ratio of 1.1x.
Past Earnings Growth
  • The earnings for companies in the Chemicals industry have declined 4.0% 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 Market2.88%
Materials2.96%
Chemicals3.04%
Diversified Chemicals5.52%
Specialty Chemicals2.91%
Commodity Chemicals2.47%
Industrial Gases0.25%
Fertilizers and Agricultural Chemicals-3.03%
Industry PE
  • Investors are most optimistic about the Industrial Gases industry which is trading above its 3-year average PE ratio of 16.8x.
    • Analysts are expecting annual earnings growth of 10.0%, which is higher than its past year's earnings decline of 7.2% 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 10.2x.
Forecasted Growth
  • Analysts are most optimistic on the Fertilizers and Agricultural Chemicals industry, expecting annual earnings growth of 19% over the next 5 years.
  • This is better than its past earnings growth rate of 12% per year.
  • In contrast, the Specialty Chemicals industry is expected to see its earnings grow by 8.4% 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
4063 Shin-Etsu ChemicalJP¥6.58k5.2%
+JP¥601.3b		69.7%PE25.1x
4004 Resonac HoldingsJP¥11.81k20.5%
+JP¥364.3b		386.7%PE73.8x
4091 Nippon Sanso HoldingsJP¥5.82k5.3%
+JP¥126.0b		33.4%PE22x
4182 Mitsubishi Gas Chemical CompanyJP¥3.94k9.6%
+JP¥67.2b		87.3%PS1x
4005 Sumitomo Chemical CompanyJP¥536.607.4%
+JP¥60.7b		75.4%PE9x

Latest News

4004
JP¥11,810.00
Resonac Holdings
7D
20.5%
1Y
386.7%
4043
JP¥3,703.00
Tokuyama
7D
-0.9%
1Y
50.3%
4091
JP¥5,824.00
Nippon Sanso Holdings
7D
5.3%
1Y
33.4%

4091: Raised Earnings Guidance And Stable Assumptions Will Support Measured Outlook

Analysts have nudged their price target for Nippon Sanso Holdings to ¥5,562.5 from ¥5,500, reflecting updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News Nippon Sanso Holdings raised its revenue guidance for the fiscal year ending March 31, 2026 to ¥1,330,000 million from ¥1,290,000 million, citing currency effects and price management as factors supporting the revision (company guidance).
4082
JP¥2,094.00
Daiichi Kigenso Kagaku Kogyo
7D
-9.0%
1Y
233.4%
4186
JP¥7,809.00
Tokyo Ohka Kogyo
7D
5.9%
1Y
177.0%
4107
JP¥5,020.00
ISE Chemicals
7D
-4.0%
1Y
161.1%
4626
JP¥4,727.00
Taiyo Holdings
7D
-5.2%
1Y
111.0%
4005
JP¥536.60
Sumitomo Chemical Company
7D
7.4%
1Y
75.4%

4005: Recycling Rollout And Higher Dividend Will Support Future Upside

Analysts have raised their price target for Sumitomo Chemical Company to ¥806.78 from ¥758.97, reflecting updated views on fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Board meeting scheduled for March 2, 2026, to consider filing a shelf registration statement for the issuance of new shares.
4022
JP¥1,579.00
Rasa Industries
7D
-4.0%
1Y
225.7%
4112
JP¥2,343.00
Hodogaya Chemical
7D
-5.8%
1Y
72.5%
4114
JP¥2,244.50
Nippon Shokubai
7D
-1.1%
1Y
38.6%
4031
JP¥1,388.00
Katakura & Co-op Agri
7D
-7.4%
1Y
67.8%
3407
JP¥1,546.00
Asahi Kasei
7D
2.5%
1Y
63.2%
4403
JP¥3,282.00
NOF
7D
5.8%
1Y
74.6%
4063
JP¥6,583.00
Shin-Etsu Chemical
7D
5.2%
1Y
69.7%
4182
JP¥3,940.00
Mitsubishi Gas Chemical Company
7D
9.6%
1Y
87.3%