4114
NIPPON SHOKUBAI CO., LTD.
株式会社日本触媒
Chemicals
Nippon Shokubai Co., Ltd. engages in the manufacture and sale of chemical products in Japan and internationally. It operates in two segments: Materials Business and Solutions Business. The Materials Business segment manufactures and sells acrylic acids, acrylates, superabsorbent polymers, ethylene oxides, ethylene glycols, ethanolamine, maleic anhydride, process catalysts, MMA monomers and polymers, and other chemicals. The Solutions Business segment manufactures and sells polymers for concrete admixtures, glycol ether, secondary alcohol ethoxylates, water soluble polymers, intermediates for pharmaceuticals, electronic information materials, iodine compounds, resins for adhesives/paints, ethyleneimine derivatives, processed adhesive products, and automotive catalysts, as well as De-NOx catalysts, dioxins decomposition catalysts, equipment for waste gas treatment, wet air oxidation catalysts, and materials for batteries. It also provides acrylic esters, maleimides, cyclic amides, initiators; water-based, solvent based and soluble polymers; inorganic and organic composite fine particles; and liquefied gas and fuel cell materials. In addition, the company produces and markets industrial materials, civil engineering and construction materials made of synthetic rubber latex or acrylic emulsion as base; and acrylic emulsion and fine products. The company was formerly known as Nippon Shokubai Kagaku Kogyo Co., Ltd. and changed its name to Nippon Shokubai Co., Ltd. in 1991. Nippon Shokubai Co., Ltd. was incorporated in 1941 and is headquartered in Osaka, Japan.
Price
¥2,064
Market Cap
¥313.1B
Ent. Value
¥299.9B
Net Cash
¥13.2B
Shares Out.
151.7M
P / E
18.1×
EV / EBIT
15.7×
P / Book
—
P / NCAV
3.00×
Div. Yield
5.52%
Financials
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|
| Net Sales | ¥409.3B | ¥392.0B | ¥419.6B | ¥369.3B |
| Cost of Sales | ¥338.9B | ¥324.0B | ¥339.2B | ¥291.6B |
| Gross Profit | ¥70.4B | ¥68.0B | ¥80.4B | ¥77.7B |
| SG&A | ¥53.3B | ¥51.2B | ¥56.8B | ¥49.0B |
| Operating Income | ¥19.1B | ¥16.6B | ¥23.5B | ¥29.1B |
| Non-Operating Income | ¥2.5B | ¥2.3B | ¥1.9B | ¥1.9B |
| Non-Operating Expenses | ¥2.4B | ¥2.1B | ¥1.1B | ¥682M |
| Pre-tax Income | ¥23.2B | ¥15.7B | ¥26.2B | ¥33.7B |
| Net Income (owners) | ¥17.4B | ¥11.0B | ¥19.4B | ¥23.7B |
| Minority Interest | ¥1.1B | ¥1.4B | ¥769M | ¥750M |
| Comprehensive Income | ¥17.5B | ¥34.0B | ¥30.0B | ¥32.8B |
| EBITDA | ¥50.6B | ¥48.4B | ¥52.8B | ¥57.9B |
| EPS | ¥113.90 | ¥70.48 | ¥488.29 | ¥594.86 |
| Shares Outstanding | 151.7M | 38.7M | 39.4M | 39.9M |
| Shares Issued (total) | 156.0M | 39.0M | 40.8M | 40.8M |
| Treasury Shares | 4.3M | 0.3M | 1.4M | 0.9M |
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total Assets | ¥543.7B | ¥544.1B | ¥523.3B | ¥518.2B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Current Assets | ¥255.5B | ¥259.7B | ¥244.1B | ¥237.7B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Cash & Deposits | ¥54.6B | ¥55.1B | ¥39.0B | ¥39.4B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-Current Assets | ¥288.2B | ¥284.4B | ¥279.3B | ¥280.5B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| PP&E | ¥194.2B | ¥188.4B | ¥189.5B | ¥191.1B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Intangible Assets | ¥4.5B | ¥5.0B | ¥8.4B | ¥7.9B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Deferred Tax Assets | ¥3.9B | ¥3.8B | ¥3.4B | ¥3.3B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Liabilities | ¥151.1B | ¥151.5B | ¥153.3B | ¥167.0B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Current Liabilities | ¥107.2B | ¥101.2B | ¥101.6B | ¥109.0B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| ST Debt | ¥23.1B | ¥17.1B | ¥23.0B | ¥23.6B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Non-Current Liabilities | ¥44.0B | ¥50.3B | ¥51.7B | ¥58.0B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total LT Borrowings | ¥18.3B | ¥21.9B | ¥27.9B | ¥28.6B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Deferred Tax Liab. | ¥9.6B | ¥10.7B | ¥6.3B | ¥6.2B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Equity | ¥392.5B | ¥392.6B | ¥370.0B | ¥351.1B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Capital Surplus | ¥22.5B | ¥22.5B | ¥22.5B | ¥22.5B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Retained Earnings | ¥308.8B | ¥298.4B | ¥301.9B | ¥288.1B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Treasury Stock | ¥-7.3B | ¥-2.4B | ¥-9.3B | ¥-6.3B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| AOCI | ¥34.0B | ¥39.8B | ¥22.0B | ¥14.5B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Equity (owners) | ¥383.0B | ¥383.4B | ¥362.2B | ¥343.9B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Minority Interests | ¥9.5B | ¥9.1B | ¥7.8B | ¥7.2B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Total Interest-Bearing Debt ⓘ | ¥41.4B | ¥39.0B | ¥50.9B | ¥52.2B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Net Cash ⓘ | ¥13.2B | ¥16.1B | ¥-11.9B | ¥-12.8B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| NCAV ⓘ | ¥104.3B | ¥108.2B | ¥90.7B | ¥70.6B | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| NCAV/Share | ¥688 | ¥2,798 | ¥2,305 | ¥1,771 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| BV/Share | ¥2,525 | ¥9,918 | ¥9,203 | ¥8,624 | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|
| Operating CF | ¥47.0B | ¥57.9B | ¥41.4B | ¥35.1B |
| D&A | ¥31.6B | ¥31.9B | ¥29.3B | ¥28.9B |
| Investing CF | ¥-30.5B | ¥-15.7B | ¥-26.0B | ¥-23.2B |
| CapEx | ¥33.9B | ¥19.1B | ¥21.7B | ¥20.2B |
| Financing CF | ¥-16.8B | ¥-28.4B | ¥-17.3B | ¥-10.8B |
| Free Cash Flow | ¥13.1B | ¥38.7B | ¥19.8B | ¥14.9B |
| Net Change in Cash | ¥-565M | ¥16.1B | ¥-327M | ¥3.0B |
| Metric |
FY 2024
EDINET ↗ |
FY 2023
EDINET ↗ |
FY 2022
EDINET ↗ |
FY 2021
EDINET ↗ |
|---|---|---|---|---|
| ROE | 4.4% | 2.9% | 5.4% | 6.8% |
| ROA | 3.2% | 2.1% | 3.7% | 4.6% |
| EPS | ¥113.90 | ¥70.48 | ¥488.29 | ¥594.86 |
| DPS | ¥114.00 | ¥180.00 | ¥180.00 | ¥180.00 |
| FCF/Share | ¥86 | ¥1,002 | ¥503 | ¥373 |
| NCAV/Share | ¥688 | ¥2,798 | ¥2,305 | ¥1,771 |
| Payout Ratio | 100.1% | 255.4% | 36.9% | 30.3% |
Event Timeline
S Shareholder
A Capital Signal
Large Shareholder Reports 13
Capital Allocation Signals 1
| Date | Type | Amount | Summary | |
|---|---|---|---|---|
|
2026-05-13
13:00
|
Div Increase | ¥9.3B ¥63.0/sh +5% | Nippon Shokubai announced a ¥63 per-share interim dividend for the fiscal year ending March 31, 2026, an increase of ¥3 … | |
|
Summary
Nippon Shokubai announced a ¥63 per-share interim dividend for the fiscal year ending March 31, 2026, an increase of ¥3 from the prior year (¥60). The total dividend payout is ¥9.319 billion with an annual payout ratio of 100.8%, reflecting improved net profit despite weaker operating profit due to foreign exchange gains and currency impacts.
Deadline: 2026-06-22
YoY: +5%
Source (JP)
2026年3月期の1株当たりの期末配当金は、配当予想に比べて13円増配の63円、年間配当金を配当性向100.8%の113円とさせていただきます。
剰余金の配当に関するお知らせ
TDnet PDF
|
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| # | Shareholder | Shares (thou.) | % of Total |
|---|---|---|---|
| 1 |
Japan Master Trust Bank
日本マスタートラスト信託銀行株式会社(信託口)
|
17,953 | 11.83% |
| 2 |
ENEOS Holdings,Inc.
ENEOSホールディングス株式会社
|
8,516 | 5.61% |
| 3 |
Japan Custody Bank
株式会社日本カストディ銀行(信託口)
|
5,778 | 3.80% |
| 4 |
Resona Bank
株式会社りそな銀行
|
5,493 | 3.62% |
| 5 |
SUMITOMO CHEMICAL COMPANY, LIMITED
住友化学株式会社
|
5,455 | 3.59% |
| 6 |
SANYO CHEMICAL INDUSTRIES,LTD.
三洋化成工業株式会社
|
5,070 | 3.34% |
| 7 |
Mizuho Bank
株式会社みずほ銀行
|
3,795 | 2.50% |
| 8 |
artience
artience株式会社
|
3,618 | 2.38% |
| 9 |
State Street Bank and Trust Company
STATE STREET BANK AND TRUST COMPANY 505001 (常任代理人 株式会社みずほ銀行決済営業部)
|
3,469 | 2.28% |
| 10 |
NORTHERN TRUST CO. (AVFC) RE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST
NORTHERN TRUST CO. (AVFC) RE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST (常任代理人 香港上海銀行東京支店)
|
3,131 | 2.06% |
as of 2025-03-31
Source: EDINET ↗
Ownership by year — hover bars for detail
Domestic Nominees
15.6%
+1.6% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
4.3%
-4.7% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
21.0%
-2.4% vs 2024
Named entities with disclosed investment intent
Bar = % of shares outstanding · top-10 covers 41.0% · grey = other shareholders · 2025
| Shareholder | Trend | 2023 | 2024 | 2025 |
|---|---|---|---|---|
| Japan Master Trust Bank 日本マスタートラスト信託銀行 | 10.31% | 9.61% | 11.83% +2.22% | |
| ENEOS Holdings,Inc. ENEOSホールディングス | 5.40% | 5.50% | 5.61% +0.11% | |
| Japan Custody Bank 日本カストディ銀行 | 4.46% | 4.39% | 3.80% -0.59% | |
| Resona Bank りそな銀行 | 3.48% | 3.55% | 3.62% +0.07% | |
| SUMITOMO CHEMICAL COMPANY, LIMITED 住友化学 | 6.93% | 6.33% | 3.59% -2.74% | |
| SANYO CHEMICAL INDUSTRIES,LTD. 三洋化成工業 | 3.22% | 3.27% | 3.34% +0.07% | |
| Mizuho Bank みずほ銀行 | 2.41% | 2.45% | 2.50% +0.05% | |
| artience | — | 2.33% | 2.38% +0.05% | |
| State Street NEW ENTRY | — | — | — | 2.28% NEW |
| Northern Trust | 8.65% | 9.03% | 2.06% -6.97% | |
| 東洋インキSCホールディングス last seen 2023 | Exited Top 10 | 2.29% | — | — |
| Concentration (HHI) ⓘ | 312 | 298 | 244 |
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved
Portfolio Book Value
¥34,070M
-1% since 2023
Holdings
33
+5 new
10 exited
Trend
4 unwinding
vs 2023
| Held Company | FY2025 ¥34,070M total | FY2023 ¥34,312M total | |||
|---|---|---|---|---|---|
| Book Val ¥M | Shares | Book Val ¥M | Shares | ||
|
artience Co., Ltd.
artience㈱
|
5,125 |
NEW
New
1,661,230
|
— | M | |
|
SANYO CHEMICAL INDUSTRIES,LTD.
三洋化成工業㈱
|
2,948 |
-31.7%
↓
755,800
|
4,722 | 1,105,800 | M |
|
Mizuho Financial Group, Inc.
㈱みずほフィナンシャルグループ
|
2,528 |
624,095
|
1,172 | 624,095 | |
|
ENEOS Holdings,Inc.
ENEOSホールディングス㈱
|
2,469 |
3,156,500
|
1,468 | 3,156,500 | M |
|
NOF CORPORATION
日油㈱ (注)3
|
2,160 |
NEW
New
1,069,500
|
— | M | |
|
OSAKA SODA CO.,LTD.
㈱大阪ソーダ (注)4
|
1,998 |
NEW
New
1,230,300
|
— | M | |
|
Kurita Water Industries Ltd.
栗田工業㈱
|
1,501 |
327,000
|
1,975 | 327,000 | M |
|
MATSUMOTO YUSHI-SEIYAKU CO.,LTD.
松本油脂製薬㈱
|
1,418 |
78,800
|
1,111 | 78,800 | M |
|
NOK CORPORATION
NOK㈱
|
1,204 |
549,800
|
804 | 549,800 | M |
|
ADEKA CORPORATION
㈱ADEKA
|
1,029 |
382,600
|
864 | 382,600 | M |
|
Mitsubishi UFJ Financial Group, Inc.
㈱三菱UFJフィナンシャル・グループ
|
1,024 |
-35.0%
↓
509,283
|
664 | 783,283 | |
|
OSAKA ORGANIC CHEMICAL INDUSTRY LTD.
大阪有機化学工業㈱
|
1,021 |
417,400
|
900 | 417,400 | M |
|
Resona Holdings, Inc.
㈱りそなホールディングス
|
1,002 |
778,300
|
498 | 778,300 | |
|
KH Neochem Co.,Ltd.
KHネオケム㈱
|
912 |
362,300
|
869 | 362,300 | M |
|
KANEKA CORPORATION
㈱カネカ
|
896 |
-50.0%
↓
235,300
|
1,624 | 470,600 | M |
|
TOYOTA TSUSHO CORPORATION
豊田通商㈱ (注)7
|
893 |
NEW
New
358,110
|
— | M | |
| 大阪ガス㈱ | 802 |
237,000
|
517 | 237,000 | M |
|
Itochu Corporation
伊藤忠商事㈱
|
770 |
111,514
|
480 | 111,514 | M |
|
KOATSU GAS KOGYO CO., LTD.
高圧ガス工業㈱
|
751 |
846,000
|
596 | 846,000 | M |
|
ZEON CORPORATION
日本ゼオン㈱
|
683 |
457,000
|
639 | 457,000 | M |
|
KANSAI PAINT CO.,LTD.
関西ペイント㈱
|
606 |
284,000
|
508 | 284,000 | M |
|
Raise Next Co., Ltd.
レイズネクスト㈱
|
566 |
-21.1%
↓
374,200
|
690 | 474,200 | M |
|
NAGASE & CO., LTD.
長瀬産業㈱
|
443 |
167,000
|
340 | 167,000 | M |
|
Daiichi Jitsugyo Co., Ltd.
第一実業㈱
|
418 |
+200.0%
↑
192,000
|
356 | 64,000 | M |
|
HISAMITSU PHARMACEUTICAL CO.,INC.
久光製薬㈱
|
282 |
+0.5%
↑
69,689
|
262 | 69,352 | M |
|
SUMITOMO CHEMICAL COMPANY, LIMITED
住友化学㈱
|
217 |
600,000
|
267 | 600,000 | M |
|
SHIMIZU CORPORATION
清水建設㈱
|
132 |
100,000
|
75 | 100,000 | M |
| ユシロ化学工業㈱ (注)8 | 130 |
NEW
New
67,300
|
— | M | |
|
New Japan Chemical Co., Ltd.
新日本理化㈱
|
81 |
421,900
|
89 | 421,900 | M |
|
TOHO CHEMICAL INDUSTRY COMPANY,LIMITED
東邦化学工業㈱
|
61 |
90,000
|
44 | 90,000 | M |
|
Lion Corporation
ライオン㈱
|
— | — | |||
|
Nihon Tokushu Toryo Co., Ltd.
日本特殊塗料㈱
|
— | — | |||
|
TOYOBO CO.,LTD.
東洋紡㈱
|
— | — | |||
|
FUSO CHEMICAL CO.,LTD.
扶桑化学工業㈱
|
— |
−100%
Exit
—
|
4,467 | 1,186,500 | M |
|
AIR WATER INC.
エア・ウォーター㈱
|
— |
−100%
Exit
—
|
574 | 346,000 | M |
|
TODA CORPORATION
戸田建設㈱
|
— |
−100%
Exit
—
|
85 | 123,000 | M |
| 東洋インキSCホールディングス㈱ | — |
−100%
Exit
—
|
3,415 | 1,661,230 | M |
|
NOF CORPORATION
日油㈱
|
— |
−100%
Exit
—
|
2,200 | 356,500 | M |
|
Mitsui Chemicals, Inc.
三井化学㈱
|
— |
−100%
Exit
—
|
779 | 228,400 | M |
|
TOYOTA TSUSHO CORPORATION
豊田通商㈱
|
— |
−100%
Exit
—
|
671 | 119,370 | M |
|
OSAKA SODA CO.,LTD.
㈱大阪ソーダ
|
— |
−100%
Exit
—
|
433 | 99,400 | M |
|
Sojitz Corporation
双日㈱
|
— |
−100%
Exit
—
|
96 | 34,663 | M |
| ユシロ化学工業㈱ | — |
−100%
Exit
—
|
58 | 67,300 | M |
| Portfolio total | 34,070 | 34,312 | |||
Book value in ¥M · ↓ reduced · ↑ increased vs prior year · M = mutual holding