We provide an in-depth analysis of Inabata & Co.,Ltd.'s outlook from the perspectives of its more than 130-year history, distinctive high-value-added strategy, increased investment in growth areas and financial metrics in the context of its PBR below 1.0x. Its results for the fiscal year ended March 2025 reached record highs, drawing attention to its future growth strategy.
Inabata & Co.,Ltd. differentiates itself from other trading companies through its more than 130-year history and customer base built over many years. For the fiscal year ended March 2025, revenue reached a record ¥837,838 million and operating profit reached a record ¥25,824 million.
Under its medium-term management plan, New Challenge 2026, the company is investing in growth areas and strengthening its business portfolio across four fields: information and electronics, chemicals, life sciences and synthetic resins. In particular, it plans to focus on expanding environment- and energy-related operations in its information and electronics segment.
Financially, its PBR of 0.89x indicates an undervalued level, while its PER is 9.54x and ROE is 9.71%, suggesting stable profitability and scope for improved capital efficiency. These metrics are also attracting attention from the perspective of improving capital efficiency in the TSE Prime Market.
Overall, its more than 130-year history, high-value-added strategy, investment in growth areas and relatively low valuation multiples can be cited as factors supporting its outlook. External risks, including yen appreciation and fluctuations in chemical markets, nevertheless require attention.