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Added to YB: 2025-10-17

Pitch date: 2025-10-16

4063.T [bullish]

Shin-Etsu Chemical Co., Ltd.

Author Info

No bio for this author

Company Info

Shin-Etsu Chemical Co., Ltd. provides infrastructure, electronics, and functional materials in Japan.

Market Cap

JPY 9.4T

Pitch Price

N/A

Price Target

N/A

Dividend

2.11%

EV/EBITDA

8.67

P/E

19.04

EV/Sales

3.22

Sector

Chemicals

Category

growth

Show full summary:
The World's Biggest Wafer Company Supplying TSMC - Shin-Etsu Chemical Co., Ltd.

4063.T: Japan's leading chemical co w/ 30.2% op margins vs 15-20% peers. Dominates PVC, semiconductor silicon wafers, photomask substrates. $2.85B 9mo net profit (+6.4%), guiding $5.41B FY25 ordinary income (+4.2%). Advanced lithography capex in Isesaki targeting AI chip boom. Risks: China overcapacity, geopolitical supply chain shifts. Trades 17-18x forward PE, discount to semi materials peers despite superior returns.

Read full article (11 min)