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Japanese (NIKKEI) Chemicals Industry Analysis

UpdatedAug 06, 2026
DataAggregated Company Financials
Companies153
  • 7D6.4%
  • 3M0.5%
  • 1Y38.7%
  • YTD25.1%

In the last week, the Chemicals industry is up 6.4%, with Shin-Etsu Chemical up 7.1%. During this same period, the Asahi Kasei underperformed, falling 8.0%. This means that the industry has gained 39% over the past year. 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
Fri, 07 Aug 2026JP¥50.0tJP¥42.3tJP¥2.3t13.1x21.5x1.2x
Sun, 05 Jul 2026JP¥52.2tJP¥41.8tJP¥2.2t13.6x24.1x1.2x
Tue, 02 Jun 2026JP¥53.1tJP¥41.8tJP¥2.2t13.2x24.5x1.3x
Thu, 30 Apr 2026JP¥47.5tJP¥42.0tJP¥2.2t13.8x21.7x1.1x
Sat, 28 Mar 2026JP¥44.9tJP¥42.0tJP¥2.2t14x20.4x1.1x
Mon, 23 Feb 2026JP¥47.5tJP¥42.0tJP¥2.2t14.9x21.6x1.1x
Wed, 21 Jan 2026JP¥42.7tJP¥41.8tJP¥2.1t13.1x20.5x1x
Fri, 19 Dec 2025JP¥39.1tJP¥41.8tJP¥2.1t12.5x18.8x0.9x
Sun, 16 Nov 2025JP¥38.6tJP¥41.7tJP¥2.1t12.4x18.6x0.9x
Tue, 14 Oct 2025JP¥38.3tJP¥42.3tJP¥2.1t12.6x18.6x0.9x
Thu, 11 Sep 2025JP¥37.3tJP¥42.3tJP¥2.1t13x18.2x0.9x
Sat, 09 Aug 2025JP¥36.8tJP¥42.4tJP¥2.0t12.1x18.1x0.9x
Mon, 07 Jul 2025JP¥35.7tJP¥42.7tJP¥2.2t11.1x16.6x0.8x
Wed, 04 Jun 2025JP¥34.2tJP¥42.7tJP¥2.2t10.8x15.8x0.8x
Fri, 02 May 2025JP¥33.1tJP¥42.6tJP¥2.0t10.6x16.5x0.8x
Sun, 30 Mar 2025JP¥34.9tJP¥42.5tJP¥2.0t11.2x17.5x0.8x
Tue, 25 Feb 2025JP¥34.9tJP¥42.5tJP¥2.0t11.4x17.6x0.8x
Thu, 23 Jan 2025JP¥36.4tJP¥42.1tJP¥1.9t12.1x19.6x0.9x
Sat, 21 Dec 2024JP¥35.9tJP¥42.1tJP¥1.9t12x19.4x0.9x
Mon, 18 Nov 2024JP¥37.2tJP¥42.1tJP¥1.9t12x20x0.9x
Wed, 16 Oct 2024JP¥39.2tJP¥41.6tJP¥1.9t12x20.5x0.9x
Fri, 13 Sep 2024JP¥36.9tJP¥41.6tJP¥1.9t12x19.3x0.9x
Sun, 11 Aug 2024JP¥35.9tJP¥41.4tJP¥1.9t11.3x19x0.9x
Tue, 09 Jul 2024JP¥39.6tJP¥40.8tJP¥1.7t13x22.7x1x
Thu, 06 Jun 2024JP¥39.1tJP¥41.2tJP¥1.7t12.8x22.5x0.9x
Sat, 04 May 2024JP¥39.6tJP¥40.9tJP¥1.7t14x23.4x1x
Mon, 01 Apr 2024JP¥41.3tJP¥41.0tJP¥1.7t14.3x24.5x1x
Wed, 28 Feb 2024JP¥40.5tJP¥41.0tJP¥1.7t14.1x24.1x1x
Fri, 26 Jan 2024JP¥38.4tJP¥41.4tJP¥1.7t14.2x23.2x0.9x
Sun, 24 Dec 2023JP¥37.3tJP¥41.4tJP¥1.7t14.1x22.5x0.9x
Tue, 21 Nov 2023JP¥36.5tJP¥41.4tJP¥1.7t13.6x22x0.9x
Thu, 19 Oct 2023JP¥33.9tJP¥42.0tJP¥1.8t13.5x18.6x0.8x
Sat, 16 Sep 2023JP¥35.7tJP¥42.0tJP¥1.8t13.6x19.5x0.8x
Mon, 14 Aug 2023JP¥35.0tJP¥42.0tJP¥1.8t13.4x19.2x0.8x
Price to Earnings Ratio

19.2x


Total Market Cap: JP¥35.0tTotal Earnings: JP¥1.8tTotal Revenue: JP¥42.0tTotal Market Cap vs Earnings and Revenue0%0%0%
Japanese Chemicals Industry Price to Earnings3Y Average 20.2x202420252026
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 0.94x is lower than the industry's current PS ratio of 1.2x.
Past Earnings Growth
  • The earnings for companies in the Chemicals industry have grown 8.4% 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 Market2.17%
Materials7.30%
Chemicals6.38%
Diversified Chemicals11.91%
Specialty Chemicals6.98%
Fertilizers and Agricultural Chemicals2.91%
Commodity Chemicals2.43%
Industrial Gases0.91%
Industry PE
  • Investors are most optimistic about the Industrial Gases industry which is trading above its 3-year average PE ratio of 17.9x.
    • Analysts are expecting annual earnings growth of 23.5%, which is higher than its past year's earnings decline of 0.08% 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 24% 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?

CompanyLast Price7D1YValuation
4063 Shin-Etsu ChemicalJP¥6.17k7.1%
+JP¥764.3b		39.5%PE24x
4004 Resonac HoldingsJP¥15.16k25.0%
+JP¥568.2b		318.3%PE79.9x
3402 Toray IndustriesJP¥1.30k12.5%
+JP¥209.7b		23.3%PE23.8x
4203 Sumitomo BakeliteJP¥7.77k28.8%
+JP¥152.5b		67.0%PE21.6x
4182 Mitsubishi Gas Chemical CompanyJP¥4.50k16.3%
+JP¥123.2b		74.3%PS1.2x

Latest News

3402
JP¥1,299.50
Toray Industries
7D
12.5%
1Y
23.3%
7699
JP¥692.00
Omni-Plus System
7D
-4.8%
1Y
-15.4%
4403
JP¥2,751.50
NOF
7D
-1.9%
1Y
-2.9%
4203
JP¥7,765.00
Sumitomo Bakelite
7D
28.8%
1Y
67.0%
Analysis Article • Aug 05

Sumitomo Bakelite Company Limited Beat Revenue Forecasts By 14%: Here's What Analysts Are Forecasting Next

Shareholders will be ecstatic, with their stake up 31% over the past week following Sumitomo Bakelite Company Limited...
4091
JP¥6,034.00
Nippon Sanso Holdings
7D
3.5%
1Y
11.3%
Narrative Update • Aug 05

4091: Automation And Dividend Policy Will Support Steady Long-Term Outlook

Analysts have increased their fair value estimate for Nippon Sanso Holdings from ¥6,106.25 to ¥6,325.00, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E. What's in the News Nippon Sanso Holdings and Cold Jet launched a fully automated dry ice production and recovery facility in Köping, Sweden, with capacity of 2.2 tons of dry ice per hour.
4005
JP¥499.10
Sumitomo Chemical Company
7D
-3.4%
1Y
28.1%
4113
JP¥716.00
Taoka Chemical Company
7D
-6.9%
1Y
-50.4%
3407
JP¥1,666.00
Asahi Kasei
7D
-8.0%
1Y
51.9%
4368
JP¥3,975.00
Fuso ChemicalLtd
7D
18.7%
1Y
178.0%
4004
JP¥15,155.00
Resonac Holdings
7D
25.0%
1Y
318.3%
Narrative Update • Jul 29

4004: Upgraded Semiconductor Outlook Will Likely Overstate Sustainable Margin And Earnings Power

Analysts have lifted their fair value estimate for Resonac Holdings from ¥9,388 to ¥10,455, citing updated assumptions for discount rates, a modestly less severe projected revenue decline, slightly higher profit margins, and an adjusted future P/E outlook. What’s in the News for Resonac Holdings Resonac Holdings plans a board meeting on June 23, 2026 to consider purchasing shares held by untraceable shareholders.
4063
JP¥6,167.00
Shin-Etsu Chemical
7D
7.1%
1Y
39.5%
Analysis Article • Jul 28

Shin-Etsu Chemical Co., Ltd. (TSE:4063) First-Quarter Results Just Came Out: Here's What Analysts Are Forecasting For This Year

It's been a sad week for Shin-Etsu Chemical Co., Ltd. ( TSE:4063 ), who've watched their investment drop 19% to...
4182
JP¥4,498.00
Mitsubishi Gas Chemical Company
7D
16.3%
1Y
74.3%
4914
JP¥1,202.00
Takasago International
7D
-1.2%
1Y
-17.4%
4094
JP¥2,080.00
Nihon Kagaku Sangyo
7D
-0.7%
1Y
-9.6%
4612
JP¥1,266.00
Nippon Paint Holdings
7D
3.4%
1Y
-4.1%
4998
JP¥1,180.00
Fumakilla
7D
-2.6%
1Y
2.8%