Business description: Sekisui Chemical Co., Ltd.

Sekisui Chemical Co., Ltd. is a company that operates in four business segments .The Housing segment is engaged in the manufacture, construction, sale and renovation of unit housing, the sale of land for subdivision, the provision of reform services, as well as the construction and sale of interior items, exterior items and real estate. The Environment and Life Line segment offers vinyl chloride pipe and fittings, polyethylene pipe and fittings, system pipe, aqueduct/water conduit rehabilitation materials, reinforced plastic composite pipes, and building materials, among others. The High-performance Plastics segment offers intermediate films for laminated glass, foamed polyolefin, tapes, particulate for liquid crystal and sensitive materials and test drug, among others. The Others segment is engaged in the manufacture and sale of film type lithium ion battery, as well as the provision of other products and services.

Number of employees: 26,918

Sales by Activity: Sekisui Chemical Co., Ltd.

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

Housing

485B 515B 537B 530B 524B

High Performance Plastics (Excl. Medical)

310B 359B 396B 413B 447B

Urban Infrastructure & Environmental Products

205B 212B 234B 235B 240B

Medical

72.34B 88.52B 89.68B 92.62B 99.18B

Others

3.61B 4.94B 7.39B 7.25B 7.55B

Intersegment Transaction Elimination

-19.11B -21.29B -22.6B -20.71B -20.83B

Geographical breakdown of sales: Sekisui Chemical Co., Ltd.

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

Japan

791B 831B 867B 870B 875B

North America

- 107B 124B 125B 141B

Europe

57.67B 73.16B 86.03B 90.33B 104B

China

- 76.11B 82.36B 89.36B 89.98B

Asia

119B 60.35B 70.8B 71.28B 78.24B

Others

12.63B 10.36B 12.28B 10.31B 9.84B

America

76.36B - - - -

Executive Committee: Sekisui Chemical Co., Ltd.

Manager TitleAgeSince
President 68 29/02/2020
Corporate Officer/Principal - 31/05/2025
Human Resources Officer 59 28/02/2014
Chief Administrative Officer 63 31/03/2017
General Counsel - -

Composition of the Board of Directors: Sekisui Chemical Co., Ltd.

Director TitleAgeSince
Chairman 72 29/02/2020
Director/Board Member 68 31/05/2014
Director/Board Member 63 31/05/2015
Director/Board Member 69 31/05/2018
Director/Board Member 61 19/06/2019
Director/Board Member 59 22/06/2021
Director/Board Member 70 31/05/2022
Director/Board Member 70 31/05/2022
Director/Board Member 65 31/05/2022
Director/Board Member 68 31/05/2023

Shareholders: Sekisui Chemical Co., Ltd.

NameEquities%Valuation
5.689 %
24,492,725 5.689 % 434 M ¥
Amova Asset Management Co., Ltd.
3.458 %
14,886,700 3.458 % 264 M ¥
2.972 %
12,793,000 2.972 % 227 M ¥
Sekisui Chemical Group Employee Stock Owmership Plan
2.834 %
12,201,000 2.834 % 216 M ¥
1.858 %
7,998,000 1.858 % 142 M ¥

Holdings: Sekisui Chemical Co., Ltd.

NameEquities%Valuation
24,492,725 5.69% 434 M $
14,168,000 2.14% 316 M $
3,780,000 2.16% 66 M $
25,656,230 15% 63 M $
3,393,000 1.93% 42 M $
10,200,000 51% 33 M $
1,637,600 0.01% 30 M $
9,855,000 20.97% 27 M $
1,533,791 4.82% 21 M $
1,716,574 0.13% 17 M $

Company details: Sekisui Chemical Co., Ltd.

Sekisui Chemical Co., Ltd.

Dojima Kanden Building

530-8565, Osaka

+81 663 65 4122

http://www.hinomaru-kk.com
address Sekisui Chemical Co., Ltd.(4204)

Group companies: Sekisui Chemical Co., Ltd.

NameCategory and Sector
Miscellaneous Manufacturing
Miscellaneous Manufacturing
Miscellaneous Manufacturing

Other Homebuilding

Change 5d. change 1-year change 3-years change Capi.($)
-4.49%-10.04%+5.47%+39.23% 7.27B
-1.75%-8.19%+10.37%+57.01% 42.66B
-1.40%-6.82%+18.47%+133.50% 24.56B
-1.09%-5.48%+5.27%+62.40% 20.95B
-0.98%-7.32%+5.31%+29.53% 14.67B
-1.31%-6.08%+35.15%+148.08% 13.99B
-2.58%-14.00%-26.64%-30.00% 5.93B
-4.55%-12.83%-6.98%+62.12% 5.93B
-0.60%-7.04%-0.84%+67.30% 5.9B
-1.93%-14.04%+9.89%+1.25% 5.56B
Average -2.07%-8.53%+5.55%+57.04% 14.74B
Weighted average by Cap. -1.72%-7.65%+9.95%+70.56%
Trader
Investor
Global
Quality
ESG MSCI
AA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
5
Last Close Price
2,837.00JPY
Average target price
2,892.00JPY
Spread / Average Target
+1.94%

Quarterly revenue - Rate of surprise

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