Business description: Shin-Etsu Chemical Co., Ltd.

Shin-Etsu Chemical Co., Ltd. is a Japan-based company primarily engaged in chemical business. The Company operates in six business segments. The Poly Vinyl Chloride and Chemicals segment manufactures and sells vinyl chloride, caustic soda products, chloromethane and methanol. The Silicone segment manufactures and sells Silicone products. The Functional Chemicals segment manufactures and sells cellulose derivatives, metal silicon, poval and synthetic sex pheromone. The Semiconductor Silicon segment manufactures and sells semiconductor silicon products. The Electronic and Functional Materials segment manufactures and sells rare earth magnet, packaging materials for Light Emitting Diode (LED), photoresists, mask blanks, synthetic quartz products, liquid fluoroelastomer and pellicle. The Process, Commercial and Technology Service segment provides resin processed products, exports technology and plant and others.

Number of employees: 27,348

Sales by Activity: Shin-Etsu Chemical Co., Ltd.

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

Infrastructure Materials

- 862B 1,314B 1,015B 1,046B

Processing & Specialized Services

224B 216B 265B 273B 283B

PVC & Chemicals

473B - - - -

Electronic Materials

- 716B 882B 855B 939B

Semiconductor Silicon

374B - - - -

Functional Materials

- 410B 523B 445B 463B

Unallocated Adjustment

-162B -130B -176B -174B -170B

Silicones

214B - - - -

Specialty Chemicals

130B - - - -

Electronics & Functional Materials

244B - - - -

Geographical breakdown of sales: Shin-Etsu Chemical Co., Ltd.

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

Others

612B 994B 1,290B 1,132B 1,242B

United States of America

343B 613B 980B 763B 797B

Japan

390B 467B 539B 520B 522B

China

152B - - - -

Executive Committee: Shin-Etsu Chemical Co., Ltd.

Manager TitleAgeSince
President 70 28/06/2016
Chief Tech/Sci/R&D Officer - -
Corporate Officer/Principal 82 31/05/2005
Corporate Officer/Principal 72 31/05/2021
General Counsel 66 31/05/2010

Composition of the Board of Directors: Shin-Etsu Chemical Co., Ltd.

Director TitleAgeSince
Chairman 85 31/05/2023
Director/Board Member 72 31/05/2006
Director/Board Member 81 31/05/2010
Director/Board Member 70 31/05/2001
Director/Board Member 82 31/05/2013
Director/Board Member 75 25/06/2020
Director/Board Member 68 31/05/2022
Director/Board Member 73 31/05/2023
Director/Board Member 70 26/06/2024

Shareholders: Shin-Etsu Chemical Co., Ltd.

NameEquities%Valuation
Nomura Asset Management Co., Ltd.
6.051 %
120,120,500 6.051 % 3 994 M ¥
5.593 %
111,012,070 5.593 % 3 691 M ¥
Nippon Life Insurance Co.
3.867 %
76,765,000 3.867 % 2 552 M ¥
2.878 %
57,136,000 2.878 % 1 900 M ¥
Amova Asset Management Co., Ltd.
2.802 %
55,616,700 2.802 % 1 849 M ¥
NameEquities%Valuation
Madison Asset Management LLC
0.00201 %
79,785 0.00201 % 1 M ¥
RhumbLine Advisers LP
0.001893 %
75,159 0.001893 % 1 M ¥
Henry James International Management, Inc.
0.000754 %
29,950 0.000754 % 497 919 ¥
Andbank Wealth Management SGIIC SAU
0.000603 %
23,929 0.000603 % 397 820 ¥
Calydon Capital LLC
0.000347 %
13,791 0.000347 % 229 275 ¥

Holdings: Shin-Etsu Chemical Co., Ltd.

NameEquities%Valuation
111,012,070 5.59% 3 691 M $
42,986,000 52.03% 562 M $
6,743,816 0.06% 123 M $
779,000 5.58% 118 M $
3,383,097 0.23% 86 M $
5,320,000 0.27% 73 M $
4,270,000 1.13% 37 M $
2,300,000 4.49% 25 M $
1,440,000 0.13% 22 M $
384,500 0.33% 19 M $

Company details: Shin-Etsu Chemical Co., Ltd.

Shin-Etsu Chemical Co., Ltd.

Marunouchi Eiraku Building

100-0005, Tokyo

+81 3 6812 2340

https://www.shinetsu.co.jp/jp
address Shin-Etsu Chemical Co., Ltd.(4063)

Group companies: Shin-Etsu Chemical Co., Ltd.

NameCategory and Sector
Shin-Etsu Polymer Hungary Kft
Electronic Production Equipment
Other Metals/Minerals
Semiconductors
Semiconductors

Diversified Chemicals

Change 5d. change 1-year change 3-years change Capi.($)
+1.56%+5.92%+19.80%+43.61% 67.4B
-0.55%+6.02%+0.31%+0.04% 53.37B
+0.01%-0.50%+6.46%+28.13% 16.62B
-0.89%-1.63%+66.93%+85.37% 15.41B
-1.05%+4.79%-9.40%-17.63% 9.98B
+0.14%+1.92%+45.25%+42.56% 9.87B
-1.01%+4.47%-5.04% - 9.68B
-0.64%-5.73%+2.41%+20.92% 9.27B
+1.74%+2.29%+69.98%+22.59% 6.02B
+0.62%+11.47%+47.48%+12.02% 5.71B
Average +0.00%+4.61%+24.42%+26.40% 20.33B
Weighted average by Cap. +0.26%+5.39%+17.26%+27.72%
Sell
Consensus
Buy
Mean consensus
BUY
Number of Analysts
17
Last Close Price
5,499.00JPY
Average target price
5,582.35JPY
Spread / Average Target
+1.52%

Quarterly revenue - Rate of surprise

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