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Companies Basic Materials 5381.T
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5381.T Tokyo Stock Exchange Commodity Chemicals

5381.T

¥1 010,00
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Mcap
14,0B JPY
P/E
EV / Rev
Div yield
0,88 %
Op margin
8,4 %
ROE
10,8 %
Net margin
8,2 %
Debt / equity
0,63
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the Commodity Chemicals industry, producing and selling chemical products, primarily generating revenue through the sale of these goods.

Business. 5381.T is a commodity chemicals company operating within the Basic Materials sector. The firm generates revenue through the sale of commodity-grade chemicals and branded specialty formulations. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data.

Classification92 %
SectorBasic Materials
Business sectorChemicals
IndustryCommodity Chemicals
ActivityChemicals
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
10,8 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 5381.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 5381.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    5381.T is a commodity chemicals company operating within the Basic Materials sector. The firm generates revenue through the sale of commodity-grade chemicals and branded specialty formulations. Specific details regarding its operating segments, headquarters location, and primary stock exchange listing are not provided in the available data.

    Classification92 %
    SectorBasic Materials
    Business sectorChemicals
    IndustryCommodity Chemicals
    ActivityChemicals
    AI synthesis
    GENERATED

    The company maintains a market price of 1025.0 JPY per share, with a market capitalization of 14,189,308,700 JPY. Its price-to-earnings ratio is 15.56, and the price-to-book ratio is 1.68, indicating a moderate valuation relative to its book value. The enterprise value to EBITDA ratio is 18.18, and the enterprise value to revenue ratio is 1.53, suggesting a relatively high valuation in terms of revenue.

    Profitability metrics show a return on equity of 10.77% and a return on assets of 5.72%, which are key indicators of the company's efficiency in generating returns from its equity and total assets. The gross profit of 4,369,660,000 JPY and operating income of 941,558,000 JPY reflect the company's ability to maintain profitability despite the competitive nature of the Commodity Chemicals industry.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This concentration may expose the company to higher risks if market conditions in its primary segment or region deteriorate. The company's total revenue of 11,172,060,000 JPY is derived from its core chemical production and sales activities.

    Looking ahead, the company is projected to see a slight increase in revenue, with analysts estimating 12,000,000,000 JPY for the upcoming fiscal year. This represents a growth of approximately 7.4% compared to the last reported revenue of 11,172,060,000 JPY. The company's capital expenditure of -694,964,000 JPY indicates a reduction in investment, which may affect future growth potential.

    The company faces a medium liquidity risk, as indicated by its current ratio of 1.56 and a debt-to-equity ratio of 0.63. The company's cash and equivalents amount to 2,407,687,000 JPY, but this is offset by long-term debt of 5,339,792,000 JPY, resulting in a net cash position that is negative after subtracting total debt. The risk of dilution is assessed as low, with no significant dilution potential reported.

    Recent financial filings and transcripts indicate that the company has maintained a stable financial position, with a net income of 911,877,000 JPY and an operating cash flow of 1,596,438,000 JPY. The company's free cash flow of 862,953,000 JPY suggests that it has sufficient liquidity to fund operations and potentially return value to shareholders.

    Key takeaways
    • The company has a moderate valuation with a price-to-earnings ratio of 15.56 and a price-to-book ratio of 1.68.
    • Profitability is reflected in a return on equity of 10.77% and a return on assets of 5.72%.
    • Revenue is concentrated in a single business segment, with no disclosed geographic diversification.
    • Analysts project a 7.4% increase in revenue for the upcoming fiscal year.
    • The company faces a medium liquidity risk due to a debt-to-equity ratio of 0.63 and a negative net cash position after subtracting total debt.
    • The risk of dilution is assessed as low, with no significant dilution potential reported.

    Bull / Bear case

    Generated · model-assisted
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 010,00
    Market cap
    ¥14.19B
    Enterprise value
    ¥17.12B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    10.7x
    P / B
    1.7x
    P / Tangible book
    1.7x
    Tangible book
    ¥8.46B
    Net cash
    -¥2.93B
    Current ratio
    1.6
    Debt / equity
    0.6
    ROA
    5.7%
    ROE
    10.8%
    Cash conversion
    175.0%
    CapEx / revenue
    -6.2%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    39,70
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-10 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate39,70
    Revenueno estimateno estimate12,0B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data
    EPS surprise
    +61,3 %
    reported vs consensus · beat
    Revenue surprise
    −6,9 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin8,4 %Above median
    Net Margin8,2 %Above median
    ROE10,8 %Above P75
    Capex / Rev-6,2 %Below median
    D/E0,63Below median
    Cash Conv1,75Above median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 5381.T Market data — financials · 2026-05-26
    • Mipox Corp Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    5381.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage