TSE:4401Chemicals
Is Adeka's Softer Polymer Additives Demand Altering The Investment Case For Adeka (TSE:4401)?
Adeka Corporation recently reported nine-month results to December 31, 2025, with sales of ¥296,791 million and net income of ¥19,855 million, modestly higher than a year earlier.
At the same time, the company lowered full-year guidance, highlighting weaker-than-hoped demand in polymer additives and slower uptake of new semiconductor materials.
We’ll now explore how Adeka’s reduced full-year guidance, driven by softer polymer additives demand, reshapes the company’s broader investment...