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Added to YB: 2026-09-18

Pitch date: 2026-09-15

4004.T [neutral]

Resonac Holdings Corporation

Author Info

No bio for this author

Company Info

Resonac Holdings Corporation operates as a chemical company in Japan and internationally. It operates through the Semiconductor and Electronic Materials, Mobility, Innovation Enabling Materials, Chemicals, and Crasus Chemical segments.

Market Cap

JPY 2.6T

Pitch Price

N/A

Price Target

N/A

Dividend

N/A

EV/EBITDA

16.26

P/E

45.25

EV/Sales

2.35

Sector

Chemicals

Category

special_situation

Show full summary:
KEDM Lite Vol. 29 - Resonac Holdings Corporation

4004.T (quick overview): Resonac’s Crasus Chemical spin-off, effective October 1, removes a major performance headwind representing more than 20% of 2025 revenue and should return the cleaner remaining group to growth. Crasus may face heavy selling pressure after withdrawing 2026 guidance amid poor markets, despite presenting a 2030 profit-growth target of more than 100% from 2025; post-spin trading bears watching.

Read full article (1 min)