Komori
S

SODA NIKKA CO.,LTD.

8158Trading & WholesaleSmall cap
1,309JPY-0.8%
★ Watch (sign-up required)
Price history
¥1,309Latest+93.6%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

The SODA NIKKA group, as a specialist chemical trading company, conducts its core business in inorganic chemicals, organic chemicals and synthetic resins, contributing to the environment and manufacturing as a basic management policy. It has adopted “Go forward” as its medium- to long-term management strategy and established a long-term vision through fiscal 2030. The medium-term management plan, “Go forward STAGE3,” is being implemented over four years from fiscal 2023. The management targets for the final year, the fiscal year ending March 2027, are consolidated net income of at least ¥2.4 billion, ROE of at least 8%, and a dividend payout ratio of at least 40%. The group aims to integrate sustainability with its business strategy and create next-generation businesses that help resolve social issues, while strengthening its human capital and financial strategies to improve performance and corporate value.

Recurring subjects
No threads yetThis company's filings have not been read yet. We are adding them progressively.
Companies sharing a theme
Loading
Documents
See all timely disclosuresSee all statutory filings
News
See all news
Key numbersShowing 8 of 20
PER
37.91How many years of earnings it would take to buy the stock. The market average is generally considered to be around 15.
PBR
0.82How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
2.2%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
¥30bnShare price × number of shares. The value of the entire company.
Equity ratio
45.7%The proportion of assets funded by money that does not have to be repaid.
Operating margin
4.5%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
5.9%The average annual growth in sales over the past three years.
What to watch next
Earnings contribution from the start-up and ramp-up of expanded production capacity centered on the Okayama Plant, including investment to expand chemical storage facilities
From fiscal 2026 onward, as utilization rates and progress in production and shipments are confirmed in subsequent quarterly and full-year reportsImpact MediumLikelihood Medium
Whether progress on STAGE3's Year 3 priorities, namely higher utilization of existing investment facilities and stronger logistics capabilities, is reflected in segment profit margins for Chemicals, Functional Materials, and Other
From the second half of fiscal 2026 through the fiscal year ending March 2027, to be confirmed in the next results announcements and full-year resultsImpact HighLikelihood Medium
Progress in efficiency gains, including reductions in SG&A, logistics costs, and duplication, following the absorption-type merger of 株式会社日進 effective 1 April 2026, after which the combined company will be named SODA NIKKA CO.,LTD.
Fiscal 2026, as confirmed by the SG&A ratio and administrative costs each quarterImpact MediumLikelihood Low
Monitoring dependence on major customers at 17%, as well as the allowance for doubtful accounts and accounts receivable collections, to determine whether customer credit risk is materializing
Near term and quarterly, based on changes in collections and allowancesImpact HighLikelihood Medium
Disclosure and progress against GHG reduction targets, including a 46% target for Scope 1 and 2 emissions on a standalone basis, and compliance with regulatory and customer requirements
From fiscal 2026 onward, as confirmed through annual and integrated-report-style disclosuresImpact LowLikelihood Medium
What to watch next
Loading
Who owns itTop holders total 31.4%
Listed holders 31.4%Everyone else 68.6%
The Master Trust Bank of Japan, Ltd. (Trust Account)7.28%
AGC株式会社4.89%
Central Glass Co.,Ltd.4.89%
株式会社ADEKA4.23%
ソーダニッカ従業員持株会2.18%
OSAKA SODA CO.,LTD.1.95%
TOSOH CORPORATION1.81%
Nippon Beet Sugar Manufacturing Co.,Ltd.1.53%
2 other listed holders2.66%
Who owns it
HolderOwnership (%)
The Master Trust Bank of Japan, Ltd. (Trust Account)7.28
AGC株式会社4.89
Central Glass Co.,Ltd.4.89
株式会社ADEKA4.23
ソーダニッカ従業員持株会2.18
OSAKA SODA CO.,LTD.1.95
TOSOH CORPORATION1.81
Nippon Beet Sugar Manufacturing Co.,Ltd.1.53
2 other listed holders2.66
This company's documents
Filings
Timely disclosures
Threads