Added to YB: 2026-06-03
Pitch date: 2026-06-01
4092.T [bullish]
Nippon Chemical Industrial Co., Ltd.
Author Info
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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 46.9B
Pitch Price
N/A
Price Target
10.5K
Dividend
N/A
EV/EBITDA
8.70
P/E
16.30
EV/Sales
1.32
Sector
Chemicals
Category
value
Nippon Chemical MLCC Capacity Crunch
4092.T: Cheaper play vs Sakai on AI-server MLCC materials; Electronic Materials 25% of rev. Battery/inventory/restructuring issues masking potential. If Electronic Ceramics hits Sakai's 20% op margin on est. ¥12B 2027 rev = ¥2.4B op profit (=entire FY26 op profit), cutting EV/EBITDA 8x→4x. Could re-rate 100%. Optionality in high-purity red phosphorus.
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