Arakawa Chemical Industries, Ltd. (4968.T)
Osaka, JP
Arakawa Chemical Industries, Ltd. is a global chemical producer with operations across Asia, China, Europe, and the United States. The company specializes in the development and sale of diverse chemical products, including performance coatings, materials for paper production, resins essential for printing inks and adhesives, and advanced electronic component materials. For the papermaking industry, Arakawa provides a comprehensive suite of chemicals such as water-repellents, sizing agents, surface enhancers, and strengthening agents, which are vital for manufacturing various paper products like books, newspapers, tissues, and corrugated cardboard. Their portfolio also encompasses a wide array of coating solutions and adhesive compounds. This includes various printing inks for offset, book/magazine gravure, and food-package gravure applications; tackifiers for adhesives and tapes; release agents for specialty papers; and polymerization emulsifiers critical for synthetic rubber manufacturing. They also produce ester gums designed to improve chewing sensations and a range of resins that serve as foundational raw materials for paints and film coatings. Notable branded offerings include ARKON hydrogenated petroleum resins and PINECRYSTAL colorless rosin derivatives. Furthermore, Arakawa delivers a comprehensive selection of electronic materials, spanning numerous resin types such as rosin-modified phenolic, polyurethane, alkyd, polyester, modified epoxy, and hydrogenated hydrocarbon resins, alongside rosin ester products, cleaning systems, and associated peripherals. The company also innovates with photo-curing polymers, organic-inorganic hybrid resins, and hybrid polyimide films. Founded in Osaka, Japan, in 1876, the company was initially known as Arakawa Forest Chemical Industries, Ltd. before officially changing its name to Arakawa Chemical Industries, Ltd. in April 1977.
No mergers or acquisitions recorded for this company.
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| -2.78% | +3.50% | +3.50% | -8.40% | +21.22% | +5.22% | +16.65% | +33.90% | +11.85% | +39.08% | +121.83% |
Revenue flow
Revenue by geography
Revenue by segment
Revenue composition
By product
By geography
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Chemicals - Specialty: +4.7%+2.4% Q1'26: +3.6% (vs Q1'25)
-
EPS growth Chemicals - Specialty: +13.2%-16.8% Q1'26: +130.8% (vs Q1'25)
-
FCF margin FCF growth · Chemicals - Specialty: +44.1%-0.3% Q1'26: +14.7% (vs Q1'25)
-
EBIT margin Chemicals - Specialty: +8.8%+2.6% Q1'26: +3.2% (vs Q1'25)
-
ROIC Chemicals - Specialty: +5.6%+1.4% Q1'26: +1.8% (vs Q1'25)
-
Share dilution Chemicals - Specialty: +0.1%+0.0% Q1'26: +0.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Chemicals - Specialty: 0.18×5.02× Q1'26: 4.55× (vs Q1'25)
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
| Metric |
Mar 2015 actual |
Mar 2016 actual |
Mar 2018 actual |
Mar 2019 actual |
Mar 2020 actual |
Mar 2021 actual |
Mar 2022 actual |
Mar 2023 actual |
Mar 2024 actual |
Mar 2025 actual |
Mar 2026 1 Rev. Ana. 1 EPS Ana. |
Mar 2027 1 Rev. Ana. 1 EPS Ana. |
Mar 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
81.74B
est: 84.00B (-2.7%)
|
79.12B
est: 86.40B (-8.4%)
|
80.78B
est: 80.00B (+1.0%)
|
79.50B
est: 81.50B (-2.5%)
|
72.97B
est: 73.00B (0.0%)
|
70.57B
est: 68.50B (+3.0%)
|
80.52B
est: 80.00B (+0.6%)
|
79.43B
est: 81.00B (-1.9%)
|
72.22B
est: 72.00B (+0.3%)
|
80.24B
est: 82.00B (-2.2%)
|
84.10B
84.10B – 84.10B
+2.6% YoY
|
89.60B
89.60B – 89.60B
+6.5% YoY
|
96.10B
96.10B – 96.10B
+7.3% YoY
|
| EBITDA |
5.72B
est: 6.02B (-4.9%)
|
6.51B
est: 6.19B (+5.2%)
|
7.79B
est: 5.73B (+35.9%)
|
6.72B
est: 5.84B (+15.0%)
|
6.44B
est: 5.23B (+23.2%)
|
7.15B
est: 4.91B (+45.6%)
|
6.30B
est: 5.73B (+9.8%)
|
49.00M
est: 5.80B (-99.2%)
|
4.76B
est: 5.16B (-7.7%)
|
9.00B
est: 5.83B (+54.5%)
|
5.98B
5.98B – 5.98B
+2.6% YoY
|
6.37B
6.37B – 6.37B
+6.5% YoY
|
6.83B
6.83B – 6.83B
+7.3% YoY
|
| EBIT |
2.96B
est: 1.09B (+171.3%)
|
3.64B
est: 1.12B (+224.3%)
|
4.89B
est: 1.04B (+370.8%)
|
5.98B
est: 1.06B (+464.7%)
|
3.27B
est: 948.47M (+245.0%)
|
3.98B
est: 890.01M (+347.2%)
|
3.10B
est: 1.04B (+198.1%)
|
-4.43B
est: 1.05B (-520.7%)
|
-1.09B
est: 935.48M (-216.5%)
|
3.28B
est: 560.62M (+485.6%)
|
574.98M
574.98M – 574.98M
+2.6% YoY
|
612.58M
612.58M – 612.58M
+6.5% YoY
|
657.02M
657.02M – 657.02M
+7.3% YoY
|
| Net Income |
2.22B
|
2.31B
|
3.11B
est: 2.98B (+4.4%)
|
3.89B
est: 3.94B (-1.3%)
|
1.73B
est: 1.71B (+1.3%)
|
2.17B
est: 1.90B (+14.1%)
|
1.50B
est: 1.75B (-14.2%)
|
-4.94B
est: -3.90B (-26.7%)
|
-1.04B
est: -900.69M (-15.7%)
|
2.64B
est: 2.20B (+20.2%)
|
1.80B
1.80B – 1.80B
-18.2% YoY
|
2.50B
2.50B – 2.50B
+38.9% YoY
|
3.35B
3.35B – 3.35B
+34.0% YoY
|
| SGA |
12.00B
est: 12.06B (-0.4%)
|
9.54B
est: 12.40B (-23.1%)
|
9.73B
est: 11.48B (-15.3%)
|
10.32B
est: 11.70B (-11.8%)
|
9.88B
est: 10.48B (-5.7%)
|
9.81B
est: 9.83B (-0.2%)
|
11.19B
est: 11.48B (-2.5%)
|
11.04B
est: 11.63B (-5.1%)
|
10.95B
est: 10.34B (+5.9%)
|
11.97B
est: 11.87B (+0.9%)
|
12.17B
12.17B – 12.17B
+2.6% YoY
|
12.97B
12.97B – 12.97B
+6.5% YoY
|
13.91B
13.91B – 13.91B
+7.3% YoY
|
| EPS |
109.94
|
113.10
|
150.73
est: 150.20 (+0.4%)
|
188.48
est: 198.70 (-5.1%)
|
85.35
est: 86.20 (-1.0%)
|
109.33
est: 95.80 (+14.1%)
|
75.71
est: 88.20 (-14.2%)
|
-249.06
est: -196.60 (-26.7%)
|
-52.52
est: -45.40 (-15.7%)
|
133.27
est: 110.90 (+20.2%)
|
90.70
90.70 – 90.70
-18.2% YoY
|
126.00
126.00 – 126.00
+38.9% YoY
|
168.90
168.90 – 168.90
+34.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-14 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-13 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-12 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-11 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-08 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-07 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-05-01 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-30 | B | 3/5 | 1/5 | 3/5 | 4/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-28 | B+ | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-27 | B+ | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 3/5 | 5/5 |
| 2026-04-24 | B | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-23 | B | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-22 | B | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-21 | B | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-20 | B | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-17 | B | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-16 | B | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 2/5 | 5/5 |
| 2026-04-15 | B | 3/5 | 1/5 | 3/5 | 5/5 | 1/5 | 2/5 | 5/5 |
Owner Earnings
Ownership Overview
Ownership breakdown not available.
No beneficial ownership filings recorded.
Institutional Activity (13F)
Institutional history not available.
Top holders not available.
ETF Ownership
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | WisdomTree Japan SmallCap Dividend Fund DFJ | 0.05% | 209.5K | 0.58% |
| 2 | WisdomTree Japan Hedged Equity Fund DXJ | 0.03% | 2.30M | 0.48% |
| 3 | WisdomTree Japan Equity UCITS ETF - USD Acc DXJZ.L | 0.02% | 176.5K | 0.40% |
| 4 | WisdomTree Japan Equity UCITS ETF - USD Hedged Acc DXJA.L | 0.02% | 176.5K | 0.48% |
| 5 | WisdomTree Japan Equity UCITS ETF - EUR Hedged Acc DXJF.MI | 0.02% | 201.1K | 0.45% |
| 6 | WisdomTree Japan Equity UCITS ETF - GBP Hedged DXJP.L | 0.02% | 236.1K | 0.45% |
| 7 | WisdomTree Japan Equity UCITS ETF DXJ.L | 0.02% | 176.5K | 0.48% |
| 8 | WisdomTree Japan Equity UCITS ETF - CHF Hedged Acc DXJD.SW | 0.02% | 217.9K | 0.45% |
| 9 | Vanguard FTSE All-World ex-US Small-Cap ETF VSS | 0.00% | 636.0K | 0.06% |
| 10 | Dimensional - International Small Cap Value ETF DISV | 0.00% | 194.0K | 0.42% |
Insider Activity
No insider activity available.
Insider history not available.
No recent insider transactions.
Executive team
Executive compensation
Executive compensation not available.
No CEO compensation history available.
Proxy statements
No proxy statements available for this company yet.
Recent SEC filings
No SEC filings available for this company yet.
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Daiji Hashimoto | Executive Officer & GM of Production H.Q. | — | — |
| Katsuhiko Zukawa | Executive Officer & GM of Business Strategy Div. and Corporate Planning H.Q. | — | — |
| Katsuyoshi Kubo | Executive Officer & GM of Fine Chemicals, Electronics Div. & Business H.Q. | — | — |
| Mitsuhiro Matsumoto | Tokyo Branch Manager, Executive Officer & GM of Adhesive&Biomass Materials Div., Business H.Q. | — | — |
| Nobuyuki Takagi | President & Representative Director | — | male |
| Norimasa Yamaguchi | Executive Officer & GM of Administrative H.Q. | — | — |
| Takashi Une | Executive Advisor | — | male |
| Takeshi Kondo | Executive Officer of Arkon Global Business Strategy, Adhesive&Biomass Materials Div. - Business H.Q. | — | — |
| Takumi Okazaki | Executive Officer & Director | — | — |
| Toru Nobuhiro | MD, Executive Officer & Director | — | male |
| Yasutomo Miyashita | Chief Financial Officer | — | male |
No data available for this company.
No Senate trading activity found for this company.
No House trading activity found for this company.
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Community Opinion for 4968.T
Short-term intention
Target Price Distribution
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