Komori
H

Hodogaya Chemical Co.,Ltd.

4112Materials and ChemicalsSmall cap
2,048JPY-2.0%
★ Watch (sign-up required)
Price history
¥2,048Latest-11.4%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The facts stated in this report are listed as presented. The company is Hodogaya Chemical Co., Ltd. Its core business is the manufacture and sale of organic industrial chemicals, with Functional Dyes, Functional Resins, Basic Chemicals, Agro-Science and Logistics as its main segments. Major customers include Samsung Display Co., LTD. The medium-term plan is transitioning from SPEED 25/30 to Code 2030. Sustainability initiatives include TCFD implementation, energy-related CO2 reductions and improvements in ESG ratings. The company had 946 employees on a consolidated basis as of 2026-03-31. On 1 July 2025, it completed an absorption-type merger with SFC CO., LTD. as the surviving company. Its main markets are Japan, Europe and the United States, and Asia, supported by overseas operations. Financial data are disclosed in yen.

Recurring subjects
No threads yetThis company's filings have not been read yet. We are adding them progressively.
Companies sharing a theme
Loading
Key numbersShowing 8 of 20
PER
33.54How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
0.52How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
1.5%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
¥34bnShare price × number of shares. The value of the entire company.
Equity ratio
60.1%The proportion of assets funded by money that does not have to be repaid.
Operating margin
12.6%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
8.5%The average annual growth in sales over the past three years.
What to watch next
Progress disclosures under Code 2030, comprising three years of transformation and two years of harvesting: tracking against sales, EBITDA and ROE targets through quarterly KPI updates
From fiscal 2026 onward, with each quarterly earnings announcementImpact HighLikelihood Medium
Improvement in volumes and earnings as capacity expansions for OLED materials, phosgene derivatives and other products move from the consideration stage into execution, including operations and ramp-up
Fiscal 2026-2027, pending further disclosure of the execution scheduleImpact HighLikelihood Low
Post-acquisition integration benefits from the acquisition of Framochem, including all outstanding interests: contributions to sales, greater earnings stability and absorption of duplicate costs
Second half of FY2026 to FY2027Impact MediumLikelihood Medium
Synergies following REXCEL's absorption-type merger with SFC CO., LTD., which produces OLED materials and other products: efficiency gains from integrating R&D and sales functions
Fiscal 2026Impact MediumLikelihood Medium
What to watch next
Loading
Who owns itTop holders total 42.9%
Listed holders 42.9%Everyone else 57.1%
The Master Trust Bank of Japan, Ltd. (Trust Account)9.71%
Tosoh Corporation8.60%
Matsui Securities Co., Ltd.5.50%
Japan Securities Finance Co.,Ltd.4.37%
Mizuho Bank, Ltd.3.67%
The Norinchukin Bank2.79%
㈱日本カストディ銀行(信託E口)2.27%
The Custody Bank of Japan, Ltd. (Trust Account)2.14%
2 other listed holders3.84%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)9.71
Tosoh Corporation8.60
Matsui Securities Co., Ltd.5.50
Japan Securities Finance Co.,Ltd.4.37
Mizuho Bank, Ltd.3.67
The Norinchukin Bank2.79
㈱日本カストディ銀行(信託E口)2.27
The Custody Bank of Japan, Ltd. (Trust Account)2.14
2 other listed holders3.84
This company's documents
Timely disclosures
Threads