Added to YB: 2026-06-03
Pitch date: 2026-06-01
4078.T [bullish]
Sakai Chemical Industry Co., Ltd.
Author Info
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Company Info
Sakai Chemical Industry Co., Ltd., together with its subsidiaries, manufactures and sells various chemical products in Japan, Asia, North America, Europe, the Middle East, and internationally.
Market Cap
JPY 86.4B
Pitch Price
N/A
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.64
P/E
35.80
EV/Sales
1.08
Sector
Chemicals
Category
growth
Sakai Chemical $4078.T is a big winner here.
4078.T: Japanese chemical co with ~40% operating profit exposure to MLCC via Electronic Materials segment (highest margin). Core product BaTiO₃ (~50% of MLCC BOM) using high-end hydrothermal process tied to AI server market growing ~80% annually. Cheap at 7.6x EV/EBITDA, 18x adj P/E, 0.97x P/B.
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