Japanese (NIKKEI) Chemicals Industry Analysis

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
Mon, 03 Aug 2026	JP¥47.7t	JP¥42.2t	JP¥2.2t	12.6x	21.5x	1.1x
Wed, 01 Jul 2026	JP¥51.8t	JP¥41.8t	JP¥2.2t	13.3x	23.9x	1.2x
Fri, 29 May 2026	JP¥51.8t	JP¥41.8t	JP¥2.2t	13.1x	23.9x	1.2x
Sun, 26 Apr 2026	JP¥46.6t	JP¥42.0t	JP¥2.2t	13.7x	21.1x	1.1x
Tue, 24 Mar 2026	JP¥43.4t	JP¥42.0t	JP¥2.2t	13.6x	19.7x	1x
Thu, 19 Feb 2026	JP¥47.2t	JP¥42.0t	JP¥2.2t	14.9x	21.4x	1.1x
Sat, 17 Jan 2026	JP¥43.5t	JP¥41.8t	JP¥2.1t	13.2x	20.9x	1x
Mon, 15 Dec 2025	JP¥39.9t	JP¥41.8t	JP¥2.1t	12.6x	19.2x	1x
Wed, 12 Nov 2025	JP¥37.9t	JP¥42.0t	JP¥2.2t	12.7x	17.5x	0.9x
Fri, 10 Oct 2025	JP¥39.4t	JP¥42.3t	JP¥2.1t	13x	19.2x	0.9x
Sun, 07 Sep 2025	JP¥37.3t	JP¥42.3t	JP¥2.1t	12.9x	18.1x	0.9x
Tue, 05 Aug 2025	JP¥36.2t	JP¥42.5t	JP¥2.1t	11.8x	17.5x	0.9x
Thu, 03 Jul 2025	JP¥35.3t	JP¥42.7t	JP¥2.2t	11x	16.4x	0.8x
Sat, 31 May 2025	JP¥34.5t	JP¥42.7t	JP¥2.2t	10.8x	16x	0.8x
Mon, 28 Apr 2025	JP¥32.2t	JP¥42.6t	JP¥2.0t	10.7x	16.1x	0.8x
Wed, 26 Mar 2025	JP¥35.6t	JP¥42.5t	JP¥2.0t	11.4x	17.9x	0.8x
Fri, 21 Feb 2025	JP¥34.7t	JP¥42.5t	JP¥2.0t	11.4x	17.4x	0.8x
Sun, 19 Jan 2025	JP¥35.5t	JP¥42.1t	JP¥1.9t	11.9x	19.1x	0.8x
Tue, 17 Dec 2024	JP¥36.5t	JP¥41.0t	JP¥1.8t	11.9x	20.1x	0.9x
Thu, 14 Nov 2024	JP¥37.7t	JP¥42.0t	JP¥1.9t	12x	20.3x	0.9x
Sat, 12 Oct 2024	JP¥39.2t	JP¥41.6t	JP¥1.9t	12.1x	20.5x	0.9x
Mon, 09 Sep 2024	JP¥36.8t	JP¥41.6t	JP¥1.9t	12.3x	19.2x	0.9x
Wed, 07 Aug 2024	JP¥35.6t	JP¥41.2t	JP¥1.9t	11.2x	19.1x	0.9x
Fri, 05 Jul 2024	JP¥40.2t	JP¥40.8t	JP¥1.7t	13.4x	23.1x	1x
Sun, 02 Jun 2024	JP¥39.2t	JP¥41.2t	JP¥1.7t	13x	22.6x	1x
Tue, 30 Apr 2024	JP¥39.3t	JP¥40.9t	JP¥1.7t	13.7x	23.2x	1x
Thu, 28 Mar 2024	JP¥42.2t	JP¥41.0t	JP¥1.7t	14.5x	25.1x	1x
Sat, 24 Feb 2024	JP¥40.1t	JP¥41.0t	JP¥1.7t	14.1x	23.8x	1x
Mon, 22 Jan 2024	JP¥37.7t	JP¥41.4t	JP¥1.7t	14.3x	22.8x	0.9x
Wed, 20 Dec 2023	JP¥36.3t	JP¥41.4t	JP¥1.7t	14.1x	22x	0.9x
Fri, 17 Nov 2023	JP¥36.2t	JP¥41.3t	JP¥1.7t	13.7x	21.8x	0.9x
Sun, 15 Oct 2023	JP¥34.2t	JP¥42.0t	JP¥1.8t	13.7x	18.7x	0.8x
Tue, 12 Sep 2023	JP¥35.1t	JP¥42.0t	JP¥1.8t	13.5x	19.2x	0.8x
Thu, 10 Aug 2023	JP¥34.7t	JP¥42.0t	JP¥1.8t	12.7x	18.9x	0.8x

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 20.2x.

The 3-year average PS ratio of 0.93x is lower than the industry's current PS ratio of 1.1x.

Past Earnings Growth

The earnings for companies in the Chemicals industry have grown 6.5% per year over the last three years, while revenues have remained mostly flat.
This means that companies overall are more efficiently conducting business since profits are increasing while sales have been flat.

Industry Trends

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


JP Market	-0.42%
Materials	-2.72%
Chemicals	-4.93%
Fertilizers and Agricultural Chemicals	-1.34%
Diversified Chemicals	-2.35%
Commodity Chemicals	-2.84%
Industrial Gases	-5.00%
Specialty Chemicals	-6.90%

Industry PE

Investors are most optimistic about the Diversified Chemicals industry which is trading above its 3-year average PE ratio of 33.4x.

Analysts are expecting annual earnings growth of 21.6%, which is higher than its past year's earnings growth of 11.1% 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 10.8x.

Forecasted Growth

Analysts are most optimistic on the Industrial Gases industry, expecting annual earnings growth of 22% over the next 5 years.
This is better than its past earnings decline of 0.08% per year.

In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings grow by 7.4% 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
4612 Nippon Paint Holdings	JP¥1.21k	3.7% +JP¥98.6b	-6.0%	PE14.3x
4203 Sumitomo Bakelite	JP¥7.24k	8.9% +JP¥51.9b	58.8%	PE22.7x
4220 Riken Technos	JP¥2.62k	43.1% +JP¥36.3b	122.3%	PE13.8x
4461 DKS	JP¥11.84k	17.9% +JP¥19.1b	134.5%	PE15.1x
4613 Kansai Paint	JP¥2.84k	3.6% +JP¥17.4b	31.6%	PE15.8x

Riken Technos Corporation Ceases Operations At Gunma Factory

Riken Technos Corporation had decided to reorganize its production sites in order to establish an optimal production structure and make effective use of management resources. The company announced that, as part of this effort, it planned to cease operations at the Gunma Factory. The company was working to improve production efficiency and strengthen its competitiveness with the aim of achieving medium- to long-term growth and sustainably enhancing corporate value. Last year, the company transferred a portion of the Gunma Factory site in order to make effective use of management resources and improve asset efficiency and ROIC. Following a review of the functions and roles of its domestic production sites, the company decided to transfer the production of film products currently manufactured at the Gunma Factory to its Saitama Factory and other sites in order to further improve the efficiency of its production structure. The Gunma Factory manufactured window films and various functional film products. Production of these products would be transferred to the company’s Saitama Factory and other sites. Through this transfer, the company would promote the efficient use of production facilities and human resources while further improving productivity. Following the completion of the production transfer, the company planned to cease operations at the Gunma Factory at the end of January 2027. In connection with the reorganization and suspension of operations at the factory, the company would provide careful explanations to all stakeholders, including customers and business partners, and engage with them in good faith. Employees would be reassigned within the company and would remain employed by the company. The company would continue to provide them with assignments and development opportunities that contribute to both the company’s growth and their own individual growth. At present, the impact of this matter on the consolidated financial results of the company’s group was expected to be minimal. The company would promptly disclose any matters requiring disclosure that arise in the future. The company would continue working to further strengthen its production structure and improve profitability while enhancing the value it provides to customers through the stable supply of high-quality products. The end of operations at the Gunma Factory was planned for the end of January 2027.

Japanese (NIKKEI) Chemicals Industry Analysis

Industry Valuation and Performance

Industry Trends

Top Stock Gainers and Losers

Latest News

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Final dividend of JP¥55.00 announced

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