Komori
S

Shin-Etsu Polymer Co.,Ltd.

7970Materials and ChemicalsMid cap
2,522JPY+5.0%
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Price history
¥2,522Latest+165.2%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

As described in this report, the Shin-Etsu Polymer Co.,Ltd. Group conducts manufacturing and sales activities together with multiple affiliated companies, mainly across the following business segments. The Group operates sites in Japan and overseas, with its main product groups comprising electronic device-related materials, precision-molded products, housing and lifestyle materials, and other products. Under its medium-term management plan, SEP G&G 2029 (announced in April 2025), the Group is expanding its growth businesses through 2029 while increasing sales and improving productivity in its core businesses, with targets set for the fiscal year ending March 2030. Key business strategies include acquiring new applications and making proactive investments in growth businesses, expanding sales of proprietary products and improving productivity in core businesses, increasing the overseas sales ratio, considering M&A expected to generate synergies, and strengthening shareholder returns and ESG initiatives. In April 2025, the Group absorbed Kitchenista Co., Ltd. through a statutory merger, integrating its packaging-materials business. On sustainability, the Group has set targets for reducing CO2 emissions and is implementing initiatives including increasing the share of renewable electricity used at its domestic plants.

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Key numbersShowing 8 of 20
PER
85.7How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
1.58How 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
¥207bnShare price × number of shares. The value of the entire company.
Equity ratio
84.9%The proportion of assets funded by money that does not have to be repaid.
Operating margin
13.6%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
4.8%The average annual growth in sales over the past three years.
What to watch next
Progress in ramping up semiconductor-related container capacity, including the start-up of the new building at the Tokyo Plant and capacity expansion, and its contribution to sales
Fiscal 2026 onward, as mass production and shipments progressImpact HighLikelihood Medium
The capital investment policy for flame-spread prevention cushions and heat-resistant thin-film products moving into the execution phase, with its impact on sales and orders becoming visible
2027 onwardImpact MediumLikelihood Low
Interim disclosure on the expansion of growth areas under SEP G&G 2029, including progress against KPIs for expanding growth areas and increasing sales and productivity in core areas
Disclosure timing during fiscal 2027-2028Impact MediumLikelihood Medium
Confirmation that the payout ratio of 50% or more is being maintained and that the annual dividend will total ¥62, comprising an interim dividend of ¥30 and a year-end dividend of ¥32
The shareholders' meeting and year-end dividend period for the fiscal year ending March 2026Impact LowLikelihood High
What to watch next
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Who owns itTop holders total 53.5%
Listed holders 53.5%Everyone else 46.5%
Shin-Etsu Chemical Co.,Ltd.53.48%
Who owns it
HolderOwnership (%)
Shin-Etsu Chemical Co.,Ltd.53.48
This company's documents
Timely disclosures
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