Komori
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Arisawa Mfg.Co.,Ltd.

5208Materials and ChemicalsSmall cap
2,541JPY-8.3%
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Price history
¥2,541Latest+174.7%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

Since its founding, the Company has operated as a corporation manufacturing and selling electronic materials, industrial structural materials, electrical insulation materials, and display materials, centered on its proprietary technologies of weaving, coating, and forming. The Group comprises 12 subsidiaries and has expanded into each field with electronic materials at its core. Its medium- to long-term targets are ROIC of at least 8% and ROE of at least 10% through domestic and overseas expansion. During the fiscal year, orders and sales increased in the core electronic materials business, while sales also expanded in the industrial structural materials, electrical insulation materials, and display materials segments. Factors affecting the business environment include risks associated with developing new businesses, higher raw material prices, disaster risks, costs of complying with environmental regulations, and information security risks.

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Key numbersShowing 8 of 19
PER
94.84How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.74How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
1.8%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
¥86bnShare price × number of shares. The value of the entire company.
Equity ratio
58.4%The proportion of assets funded by money that does not have to be repaid.
Operating margin
7.5%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
18.6%The average annual growth in sales over the past three years.
What to watch next
New plant plan in Kani, Gifu Prefecture (new equipment investment of approximately ¥10 billion; commencement of construction through completion disclosed)
Start: January 2027 or April 2026, as scheduled; completion: September 2028 (based on disclosed information)Impact HighLikelihood Medium
Expansion of the US operations (establishment of Arisawa Manufacturing America; capital investment of approximately USD 10 million by Protec Arisawa America)
Capital investment: from May 2026 to completion in March 2027 (based on disclosed information)Impact MediumLikelihood Medium
Progress toward mass production and adoption of new electronic-materials projects, including PFAS-free FCCL and coverlay containing 25% biomass content
Under customer evaluation; timing will depend on progress toward mass production and commercialization (no quantified timing disclosed)Impact MediumLikelihood Low
Co-creation outcomes from the ARISAWA Innovation Center, opened in September 2025 (commercialization of new technologies)
No short-term quantitative KPIs disclosed (commercialization expected over the medium term)Impact MediumLikelihood Low
What to watch next
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Who owns itTop holders total 27.6%
Listed holders 27.6%Everyone else 72.4%
The Master Trust Bank of Japan, Ltd. (Trust Account)15.79%
Mitsubishi Gas Chemical Company,Inc.4.48%
Custody Bank of Japan, Ltd. (Trust Account).3.68%
株式会社第四北越銀行2.26%
有澤 三治1.36%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)15.79
Mitsubishi Gas Chemical Company,Inc.4.48
Custody Bank of Japan, Ltd. (Trust Account).3.68
株式会社第四北越銀行2.26
有澤 三治1.36
This company's documents
Timely disclosures
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