Komori
T

Tokuyama Corporation

4043Materials and ChemicalsMid cap
3,938JPY-3.4%
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Price history
¥3,938Latest+120.7%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The Tokuyama Group is engaged in creating, together with its customers, a prosperous future in harmony with the environment, based on chemistry. It manufactures and sells products in Japan and overseas, centered on 5 reporting segments. Under Medium-Term Management Plan 2030, it has identified electronics, healthcare and the environment as growth markets and is working to establish new targets for fiscal 2030. Its principal business activities include overseas expansion, restructuring of its production system, renewable energy initiatives and the promotion of environment-related businesses.

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Key numbersShowing 8 of 20
PER
54.55How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
0.94How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
1.7%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥284bnShare price × number of shares. The value of the entire company.
Equity ratio
49.7%The proportion of assets funded by money that does not have to be repaid.
Operating margin
7.1%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
0.3%The average annual growth in sales over the past three years.
What to watch next
Contribution to consolidated results from the in vitro diagnostic pharmaceuticals and materials businesses (JSR-01 → トクヤマライフサイエンス), including confirmation that sales and profit are ramping up
FY2026 onward (acquisition on 2025/10/1; future integration benefits to be reflected)Impact HighLikelihood Medium
Progress under Medium-Term Management Plan 2025, including updates to indicators toward the target of growth businesses in electronics, healthcare and the environment accounting for at least 60% of sales by 2030
Disclosure cycle for FY2026–FY2030, particularly annual results and medium-term plan briefingsImpact MediumLikelihood Medium
Bottoming out of the semiconductor market slowdown and recovery in sales volumes for electronic advanced materials, including stabilization in demand and price adjustments
Quarterly, when quantitative data on sales volumes, capacity utilization and pricing becomes availableImpact HighLikelihood Low
Progress on energy-saving, CO2 reduction and decarbonization-related investment, including execution of the capital spending plan and absorption of costs
From 2026 onward, as the ¥46,119 million capital spending plan for the next year progressesImpact MediumLikelihood Medium
Start-up status of TOKUYAMA VIETNAM and Tokuyama India, including improved market access and expanded supply capabilities
FY2026 onward, as the impact on sales and supply capacity emergesImpact MediumLikelihood Low
What to watch next
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Who owns itTop holders total 40.1%
Listed holders 40.1%Everyone else 59.9%
The Master Trust Bank of Japan, Ltd. (Trust Account)17.05%
Custody Bank of Japan, Ltd. (Trust Account).6.73%
Nippon Life Insurance Company3.01%
STATE STREET BANK AND TRUST COMPANY 5052232.63%
STATE STREET BANK AND TRUST COMPANY 505223(別口座)2.44%
HSBC-FUND SERVICES HSBC - 006 MF EFM1.80%
BNP PARIBAS LUXEMBOURG/2S/JASDEC/FIM/LUXEMBOURG FUNDS/UCITS ASSETS1.71%
Yamaguchi Bank1.68%
2 other listed holders3.10%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)17.05
Custody Bank of Japan, Ltd. (Trust Account).6.73
Nippon Life Insurance Company3.01
STATE STREET BANK AND TRUST COMPANY 5052232.63
STATE STREET BANK AND TRUST COMPANY 505223(別口座)2.44
HSBC-FUND SERVICES HSBC - 006 MF EFM1.80
BNP PARIBAS LUXEMBOURG/2S/JASDEC/FIM/LUXEMBOURG FUNDS/UCITS ASSETS1.71
Yamaguchi Bank1.68
2 other listed holders3.10
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