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Sekisui Chemical Co., Ltd. Stock Price

TSE:4204 Community·JP¥935.0b Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 4 Fair Values set on narratives written by author

4204 Share Price Performance

JP¥2,316.00
-159.00 (-6.42%)
JP¥3,100.00
Fair Value
JP¥2,316.00
-159.00 (-6.42%)
25.3% undervalued intrinsic discount
JP¥3,100.00
Fair Value
Price JP¥2,316.00
AnalystHighTarget JP¥3,100.00
AnalystConsensusTarget JP¥2,706.00
AnalystLowTarget JP¥2,590.00

4204 Community Narratives

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Fair Value JP¥3.1k 25.3% undervalued intrinsic discount

Eco Materials And Healthcare Diagnostics Will Unlock Secular Opportunities

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·
Fair Value JP¥2.71k 14.4% undervalued intrinsic discount

Sustainable Housing And Advanced Materials Will Transform Markets

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·
Fair Value JP¥2.59k 10.6% undervalued intrinsic discount

Japan Demographic Decline And Rising Costs Will Hinder Growth

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JP¥2.71k
14.4% undervalued intrinsic discount
Revenue
5% p.a.
Profit Margin
6.35%
Future PE
12.33x
Price in 2029
JP¥3.16k
JP¥3.1k
25.3% undervalued intrinsic discount
Revenue
5.33% p.a.
Profit Margin
6.41%
Future PE
13.43x
Price in 2029
JP¥3.61k
JP¥2.59k
10.6% undervalued intrinsic discount
Revenue
3.21% p.a.
Profit Margin
6.7%
Future PE
12.75x
Price in 2028
JP¥3.05k

Trending Discussion

Updated Narratives

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4204: Share Repurchases And Steady Dividends Will Support Long Term Returns

Fair Value: JP¥2.71k 14.4% undervalued intrinsic discount
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4204: Leadership Changes And Share Cancellations Will Support Future Upside

Fair Value: JP¥3.1k 25.3% undervalued intrinsic discount
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Japan Demographic Decline And Rising Costs Will Hinder Growth

Fair Value: JP¥2.59k 10.6% undervalued intrinsic discount
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Snowflake Analysis

Flawless balance sheet and fair value.

1 Risk
2 Rewards

Sekisui Chemical Co., Ltd. Key Details

JP¥1.3t

Revenue

JP¥885.1b

Cost of Revenue

JP¥424.2b

Gross Profit

JP¥349.0b

Other Expenses

JP¥75.2b

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
186.21
32.40%
5.74%
13.8%
View Full Analysis

About 4204

Founded
1947
Employees
26918
CEO
Ikusuke Shimizu
WebsiteView website
www.sekisuichemical.com

Sekisui Chemical Co., Ltd. engages in the housing, urban infrastructure and environmental products, high performance plastics, and medical businesses in Japan, Europe, Asia, and the Americas. The company offers LCD fine particles, photosensitive materials, semiconductor materials, optical film, and industrial tapes; interlayer films for laminated glass, polyolefin foams, resins for vehicle use, rubber molded products, industrial tapes, heat release materials, carbon fiber reinforced plastic composite mold materials, decorative plastic sheets, and polyvinyl alcohol resin; and blow containers, materials for construction, polyolefin foams, adhesives, packaging tapes, plastic containers, functional tatami, and hygiene materials. It also provides pipe systems, including polyvinyl chloride pipes, fittings, polyethylene pipes, fittings, plastic valves, reinforced plastic composite pipe, resin raw materials for heat-resistant pipes, chlorinated PVC resin compound, and rainwater storage systems; and repair, rehabilitation, and renovation methods for aging infrastructure, as well as tank system products. In addition, the company is involved real estate brokerage, apartment leasing, and management business; residential services comprising interior and exterior decoration; housing renovation; designing, manufacturing, and selling perovskite solar cells; and ready built apartment development business. Further, it offers active pharmaceutical ingredients and pharmaceutical intermediates, drug development solutions, and enzymes. The company was formerly known as Sekisui Sangyo Co., Ltd. and changed its name to Sekisui Chemical Co., Ltd. in 1948. Sekisui Chemical Co., Ltd. was incorporated in 1947 and is headquartered in Osaka, Japan.

Recent 4204 News & Updates

Narrative Update May 29

4204: Share Repurchases And Steady Dividends Will Support Long Term Returns

Analysts have adjusted Sekisui Chemical's fair value estimate from ¥2,840 to ¥2,706, reflecting updated assumptions around revenue growth, profit margins, and future P/E expectations. What's in the News A board meeting is scheduled for May 18, 2026, to decide on a dividend of surplus, with a record date of March 31, 2026 (company filing).
Narrative Update May 13

4204: Leadership Changes And Share Cancellations Will Support Future Upside

Analysts have trimmed their price target on Sekisui Chemical from ¥3,200 to ¥3,100, reflecting updated assumptions around slightly lower future P/E and profit margin levels, as well as adjusted revenue growth and discount rate inputs. What's in the News Board meeting on April 28, 2026 is set to consider purchasing treasury shares and cancelling treasury shares, which would affect the share count and capital structure (Board Meeting).

Recent updates

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