Added to YB: 2026-08-14
Pitch date: 2026-08-12
4092.T [neutral]
Nippon Chemical Industrial Co., Ltd.
+4.36%
current return
Author Info
No bio for this author
Company Info
Nippon Chemical Industrial Co., Ltd. manufactures and sells various chemical products in Japan. The company provides inorganic chemical products, including chromium compounds, phosphorus compounds, silicates and silica products, and other inorganic chemicals, such as lithium chloride solution N, sodium sulfate, sodium bisulfate, potassium permanganate, and cuprous oxides.
Market Cap
JPY 44.9B
Pitch Price
JPY 5.3K
Price Target
N/A
Dividend
N/A
EV/EBITDA
8.53
P/E
17.41
EV/Sales
1.32
Sector
Chemicals
Category
growth
Earnings Update Part 1 - Nippon Chemical Industrial Co., Ltd.
4092.T (exited position): Earnings fine; guiding +50% profit but mostly from offloading cross-holdings, not operating improvement. Using proceeds to expand High-Purity Red Phosphorus (FY2027). AI server demand exceeding expectations. Exiting entire position due to overconcentration in chemicals/cyclicals reliant on same 2027+ demand ramp, not on valuation or results.
Read full article (2 min)