Komori
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MATSUMOTO YUSHI-SEIYAKU CO.,LTD.

4365Materials and ChemicalsMid cap
24,000JPY+21.5%
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Price history
¥24,000Latest+121.2%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

MATSUMOTO YUSHI-SEIYAKU CO.,LTD. is a research and development-oriented company whose core technology is surfactants and whose principal business is the manufacture and sale of surfactants. The Group consists of the Company, 2 consolidated subsidiaries (株式会社マツモトユシ・インドネシア [Indonesia] and 立松化工股份有限公司 [Taiwan]) and 1 equity-method affiliate (日本クエーカー・ケミカル株式会社). It manufactures and sells surfactants and products in the Other 2 divisions related to surfactants. The Group reports by manufacturing location, with Japan and Asia as its principal reporting segments. Asia includes the Group's local operations in Indonesia and Taiwan, while its domestic business is centered on the Japanese market. Historically, the Group began with surfactants for the textile industry and has expanded its offering to a broad range of chemicals for textile oiling, sizing, dyeing and final finishing. It also continues to research and develop new materials and applications in the polymer field, with a focus on expanding overseas markets. R&D investment has remained solid. R&D expenses were ¥775 million in fiscal 2025, and capital expenditures were ¥327 million, mainly at the head office plant and Shizuoka Plant in Japan. The Group plans to continue pursuing new product development, expanding sales channels, maintaining and strengthening its quality and stable supply systems, and implementing internal rationalization across the organization. Major customers and business partners include 丸紅ケミックス株式会社 and 日本クエーカー・ケミカル株式会社. Sales are primarily generated in Japan and Asia. Current risks include fluctuations in raw material and energy prices, foreign exchange risk, and geopolitical risks such as the situation in the Middle East. Developments in raw material prices and foreign exchange rates require close attention.

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Key numbersShowing 8 of 20
PER
54.04How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.15How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
2.1%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
¥108bnShare price × number of shares. The value of the entire company.
Equity ratio
84.4%The proportion of assets funded by money that does not have to be repaid.
Operating margin
20.4%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
1.9%The average annual growth in sales over the past three years.
What to watch next
Confirmation of improvements in supply capacity and quality following the upgrade of production equipment at the head office plant, scheduled to begin in September 2026 and be completed in March 2027
Around March 2027Impact MediumLikelihood Medium
Confirmation of utilization and cost improvements following the expansion and upgrade of production equipment at the Shizuoka plant, scheduled to begin in June 2026 and be completed in March 2027
Around March 2027Impact MediumLikelihood Medium
The consolidated impact of the additional acquisition of an equity interest in 立松化工股份有限公司, raising voting rights to 55%, including expanded sales channels and sourcing and sales of intermediates
From the next fiscal year onward (2026–)Impact MediumLikelihood Low
Adoption of R&D projects, including expandable microspheres and new products and applications for textile and non-textile uses, and the start of their contribution to sales
Medium term (multiple fiscal years)Impact HighLikelihood Low
Continuation of the year-end dividend, maintaining the dividend policy and track record
Every June, around the annual shareholders’ meetingImpact LowLikelihood Medium
What to watch next
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Who owns itTop holders total 64.3%
Listed holders 64.3%Everyone else 35.8%
松本興産株式会社23.50%
THE HONGKONG AND SHANGHAI BANKING CORPORATION LTD - SINGAPORE BRANCH PRIVATE BANKING DIVISION CLIENT A/C 8221-62379311.32%
Shareholding ratio by registered holder4.67%
木村直樹4.59%
鰐洲みよ子4.25%
有限会社木村3.72%
株式会社NK3.45%
木村芳樹3.22%
2 other listed holders5.53%
Who owns it
HolderOwnership (%)
松本興産株式会社23.50
THE HONGKONG AND SHANGHAI BANKING CORPORATION LTD - SINGAPORE BRANCH PRIVATE BANKING DIVISION CLIENT A/C 8221-62379311.32
Shareholding ratio by registered holder4.67
木村直樹4.59
鰐洲みよ子4.25
有限会社木村3.72
株式会社NK3.45
木村芳樹3.22
2 other listed holders5.53
This company's documents
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