Komori

Shin-Etsu Chemical Co.,Ltd.

4063Materials and ChemicalsMega cap
6,072JPY+2.1%
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Price history
¥6,072Latest+59.8%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

Shin-Etsu Chemical Co.,Ltd. conducts business in cooperation with 134 consolidated subsidiaries and 11 affiliates, centered on four business segments: Electronic Materials, Infrastructure Materials for Living Environment, Functional Materials, and Processing, Trading and Technical Services. Its medium- to long-term policy is to pursue world-class technology and quality, ensure stable supply, and pursue opportunities including AI. The report identifies medium-term targets, ROIC/ROE, financial measures and dividend policy as areas of focus. The corporate history lists major turning points since the company was founded in 1926.

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Key numbersShowing 8 of 20
PER
92.13How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
2.54How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
2.8%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
¥12tnShare price × number of shares. The value of the entire company.
Equity ratio
79.0%The proportion of assets funded by money that does not have to be repaid.
Operating margin
26.2%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
3.4%The average annual growth in sales over the past three years.
What to watch next
Improved sales and utilization of semiconductor materials, such as photoresists and mask blanks, following production expansion plans by AI and semiconductor manufacturers
The next 6–18 months, pending the impact on shipments and utilization in financial resultsImpact HighLikelihood Medium
Progress in launching newly established or expanded semiconductor-related facilities, including the Isesaki plant in Gunma Prefecture, bringing additional supply capacity into view
Second half of 2026 to 2027Impact MediumLikelihood Medium
Integration benefits following the conversion of 三益半導体工業 into a wholly owned subsidiary, including optimization of costs and the production structure
2026Impact MediumLikelihood Low
A reversal in PVC market conditions, including a price bottom, or renewed deterioration leading to a reassessment of the earnings range
Quarterly, in the short termImpact HighLikelihood High
Assessing the impact of foreign-exchange movements, including yen appreciation or depreciation, on the overseas sales ratio of around 93%, as well as the effectiveness of hedging
From the next quarter onwardImpact MediumLikelihood Medium
Support for supply and demand from share buybacks, including the ¥250 billion announced program and other large-scale shareholder returns, together with the dividend policy and expectations for dividend increases
Depending on the timing of implementation and completion, in the short to medium termImpact MediumLikelihood Medium
What to watch next
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Who owns itTop holders total 46.4%
Listed holders 46.4%Everyone else 53.6%
The Master Trust Bank of Japan, Ltd. (Trust Account)18.19%
株式会社日本カストディ銀行 (Trust Account)7.21%
日本生命保険相互会社4.13%
Hachijuni Nagano Bank,Ltd.3.05%
THE CHASE MANHATTAN BANK, N. A. LONDON SECURITIES LENDING OMNIBUS ACCOUNT2.99%
明治安田生命保険相互会社2.88%
STATE STREET BANK AND TRUST COMPANY 5050012.56%
GOVERNMENT OF NORWAY2.03%
2 other listed holders3.35%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)18.19
株式会社日本カストディ銀行 (Trust Account)7.21
日本生命保険相互会社4.13
Hachijuni Nagano Bank,Ltd.3.05
THE CHASE MANHATTAN BANK, N. A. LONDON SECURITIES LENDING OMNIBUS ACCOUNT2.99
明治安田生命保険相互会社2.88
STATE STREET BANK AND TRUST COMPANY 5050012.56
GOVERNMENT OF NORWAY2.03
2 other listed holders3.35
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