Business description: Asahi Kasei Corporation

Asahi Kasei Corp is a Japan-based company mainly engaged in the materials business, housing business and healthcare business. The Company operates through three business segments. The Materials segment provides styrene monomer, acrylonitrile, polyethylene, automotive-related fibers, electronic materials, mixed signal large scale integrated circuits (LSI), hall elements, deep ultraviolet light-emitting diodes (LEDs), pharmaceutical and food additives and others. The Housing segment provides construction contracting, renovation and other housing-related business, as well as lightweight aerated concrete (ALC), insulation materials and others. The Healthcare segment provides medical drugs, hemodialysis and apheresis related equipment, virus removal filters, cardiopulmonary resuscitation-related products and others. The Company also provides plant engineering, environmental engineering, various research and information provision businesses, and personnel dispatch and introduction services.

Number of employees: 50,352

Sales by Activity: Asahi Kasei Corporation

Fiscal Period: March 2021 (JPY) 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY)

Material

997B 1,205B 1,327B 1,274B 1,387B

Homes

693B 833B 907B 964B 1,046B

Healthcare

408B 416B 497B 554B 616B

Others

55.29B 55.63B 58.91B 56.09B 62.33B

Intersegment Transaction Elimination

-46.57B -48.58B -63.95B -63.07B -73.82B

Geographical breakdown of sales: Asahi Kasei Corporation

Fiscal Period: March 2021 (JPY) 2022 (JPY) 2023 (JPY) 2024 (JPY) 2025 (JPY)

Japan

1,204B 1,277B 1,348B 1,316B 1,377B

Others

393B 588B 681B 703B 776B

United States

310B 357B 456B 517B 598B

China

199B 239B 242B 249B 286B

Executive Committee: Asahi Kasei Corporation

Manager TitleAgeSince
President 66 31/03/2022
Chief Administrative Officer - -
Corporate Officer/Principal 60 31/03/2011
Chief Administrative Officer 63 31/03/2019
Comptroller/Controller/Auditor 68 31/05/2023

Composition of the Board of Directors: Asahi Kasei Corporation

Director TitleAgeSince
Chairman 71 31/03/2022
Director/Board Member 78 31/05/2018
Director/Board Member 66 31/05/2021
Director/Board Member 65 31/05/2021
Director/Board Member 61 31/05/2023
Director/Board Member 68 31/05/2024
Director/Board Member 63 31/05/2022
Director/Board Member 60 31/03/2020

Shareholders: Asahi Kasei Corporation

NameEquities%Valuation
BlackRock Fund Advisors
3.245 %
44,314,839 3.245 % 431 M ¥
Nippon Life Insurance Co.
2.993 %
40,880,000 2.993 % 397 M ¥
Asahi Kasei Employee Stock Ownership Plan
2.818 %
38,489,000 2.818 % 374 M ¥
Asset Management One Co., Ltd.
2.738 %
37,391,700 2.738 % 363 M ¥
Amova Asset Management Co., Ltd.
1.796 %
24,532,800 1.796 % 238 M ¥
NameEquities%Valuation
RhumbLine Advisers LP
0.00285 %
19,464 0.00285 % 378 400 ¥
GAMMA Investing LLC
0.000576 %
3,932 0.000576 % 76 442 ¥
Salomon & Ludwin LLC
0.000067 %
460 0.000067 % 8 943 ¥
PNC Wealth Management LLC
0.000013 %
91 0.000013 % 1 769 ¥

Holdings: Asahi Kasei Corporation

NameEquities%Valuation
5,839,334 29.49% 204 M $
7,310,326 4.16% 91 M $
4,693,049 1.09% 83 M $
6,114,154 0.45% 59 M $
2,436,000 3.77% 50 M $
9,911,000 30.22% 22 M $
1,466,400 1.1% 21 M $
2,795,600 9.88% 17 M $
264,000 0.01% 10 M $
175,294 1.02% 9 M $

Company details: Asahi Kasei Corporation

Asahi Kasei Corp.

Hibiya Mitsui Tower

100-0006, Tokyo

+81 3 6699 3000

https://www.asahi-kasei.com/jp
address Asahi Kasei Corporation(3407)

Group companies: Asahi Kasei Corporation

NameCategory and Sector
Senseair Germany GmbH
Electronic Equipment/Instruments

Diversified Chemicals

Change 5d. change 1-year change 3-years change Capi.($)
-0.80%+14.10%+73.20%+84.18% 15.27B
+3.34%+6.16%+13.71%+39.36% 66.21B
+0.84%+3.50%+9.67%-0.33% 53.35B
+0.08%+1.36%+3.83%+28.60% 16.62B
-0.45%+1.28%+3.21%+28.77% 9.7B
+0.27%+3.87%-4.81%-15.52% 10.03B
+4.08%+9.50%+47.20%+51.62% 10B
-0.81%+3.52%+1.28% - 9.85B
+1.77%+12.46%+67.78%+21.97% 6.05B
-0.40%+0.41%-1.98%-9.66% 5.65B
Average +0.77%+7.81%+21.31%+25.44% 20.27B
Weighted average by Cap. +1.40%+7.37%+17.12%+26.27%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
12
Last Close Price
1,735.50JPY
Average target price
1,596.67JPY
Spread / Average Target
-8.00%

Quarterly revenue - Rate of surprise

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