Shinagawa Refractories Co., Ltd. (5351.T)
Tokyo, JP
Established in Tokyo, Japan, in 1875, Shinagawa Refractories Co., Ltd. is a prominent manufacturer and supplier of a wide array of high-temperature resistant materials. Their extensive product catalog includes various shaped refractory bricks, such as basic, carbon-containing, fire clay, high alumina, silicon carbide, and silica varieties. They also offer monolithic refractories like castable and gunning compounds, precast forms, plastic and ramming mixtures, and refractory mortars. The company provides specialized functional products, including slide gate plate bricks, submerged entry nozzles, monoblock stoppers, ladle shrouds, Eddy current level meters, and mold powder designed for continuous casting processes. Beyond traditional refractories, Shinagawa also produces ceramic fiber in diverse formats such as modules, preformed shapes, insulating boards, sheets, and gaskets. Their advanced fine ceramics, encompassing high-precision large-sized parts made from materials like alumina, zirconia, silicon carbide, a-Sialon, and porous ceramics, are crucial for the liquid crystal and semiconductor manufacturing sectors. Additionally, their offerings extend to multifunctional absorbents, desiccants, inorganic heat-resistant paints, and adhesives, along with other related items. Complementing their manufacturing expertise, the company specializes in the design, installation, and ongoing maintenance of various industrial furnaces and kilns. These robust solutions serve critical industries globally, including steel, cement, glass, chemical, and waste disposal. Shinagawa Refractories maintains a significant international presence, exporting its specialized engineering and refractory products to approximately 50 nations.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +0.37% | -1.40% | -6.23% | -21.31% | +1.39% | -10.89% | +15.87% | +90.56% | +157.53% | +372.14% | +407.49% |
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
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
| Rating | 2024-11 | Change |
|---|---|---|
| Strong Buy | 0 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Construction Materials: +2.8%+23.4% ★ Q1'26: +22.4% (vs Q1'25)
-
EPS growth Construction Materials: +14.1%+166.4% ★ Q1'26: -311.1% (vs Q1'25)
-
FCF margin FCF growth · Construction Materials: +32.9%-6.6% Q1'26: +0.0% (vs Q1'25)
-
EBIT margin Construction Materials: +9.5%+7.7% Q1'26: +9.8% (vs Q1'25)
-
ROIC Construction Materials: +5.1%+6.2% ★ Q1'26: +14.0% (vs Q1'25)
-
Share dilution Construction Materials: +0.0%+0.1% Q1'26: 0.0% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Construction Materials: 0.56×2.00× Q1'26: 1.61× (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 2024 actual |
Mar 2025 actual |
Mar 2026 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|
| Revenue |
144.18B
est: 146.00B (-1.3%)
|
144.07B
est: 144.70B (-0.4%)
|
145.20B
145.20B – 145.20B
+0.3% YoY
|
| EBITDA |
26.64B
est: 31.47B (-15.4%)
|
20.25B
est: 22.22B (-8.9%)
|
22.30B
22.30B – 22.30B
+0.3% YoY
|
| EBIT |
22.83B
est: 25.80B (-11.5%)
|
15.57B
est: 11.31B (+37.7%)
|
11.35B
11.35B – 11.35B
+0.3% YoY
|
| Net Income |
15.28B
est: 15.60B (-2.1%)
|
9.78B
est: 10.54B (-7.2%)
|
10.64B
10.64B – 10.64B
+1.0% YoY
|
| SGA |
17.64B
est: 19.06B (-7.4%)
|
21.87B
est: 20.33B (+7.6%)
|
20.40B
20.40B – 20.40B
+0.3% YoY
|
| EPS |
328.44
est: 342.20 (-4.0%)
|
214.47
est: 231.00 (-7.2%)
|
233.30
233.30 – 233.30
+1.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-18 | A+ | 5/5 | 5/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-15 | A+ | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-14 | A+ | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-13 | A+ | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-12 | A+ | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-11 | A+ | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-05-08 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 5/5 |
| 2026-05-07 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 5/5 |
| 2026-05-01 | S- | 5/5 | 4/5 | 5/5 | 5/5 | 2/5 | 5/5 | 5/5 |
| 2026-04-30 | S- | 5/5 | 4/5 | 5/5 | 5/5 | 2/5 | 5/5 | 5/5 |
| 2026-04-28 | A+ | 5/5 | 4/5 | 5/5 | 5/5 | 2/5 | 5/5 | 4/5 |
| 2026-04-27 | A+ | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-24 | A+ | 4/5 | 4/5 | 5/5 | 5/5 | 2/5 | 4/5 | 4/5 |
| 2026-04-23 | A | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-22 | A | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-21 | A | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-20 | A | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-17 | A | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
| 2026-04-16 | A | 4/5 | 4/5 | 5/5 | 5/5 | 1/5 | 4/5 | 4/5 |
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 | Militia Long/Short Equity ETF ORR | 0.36% | 496.0K | 14.19% |
| 2 | WisdomTree Japan SmallCap Dividend Fund DFJ | 0.12% | 448.9K | 0.58% |
| 3 | State Street SPDR S&P International Small Cap ETF GWX | 0.05% | 400.1K | 0.40% |
| 4 | WisdomTree International SmallCap Dividend Fund DLS | 0.04% | 408.5K | 0.58% |
| 5 | WisdomTree International High Dividend Fund DTH | 0.04% | 228.8K | 0.58% |
| 6 | WisdomTree Dynamic International SmallCap Equity ETF DDLS | 0.03% | 145.7K | 0.48% |
| 7 | WisdomTree Japan Equity UCITS ETF DXJ.L | 0.03% | 274.9K | 0.48% |
| 8 | WisdomTree Japan Equity UCITS ETF - CHF Hedged Acc DXJD.SW | 0.03% | 339.4K | 0.45% |
| 9 | WisdomTree Japan Equity UCITS ETF - EUR Hedged Acc DXJF.MI | 0.03% | 313.2K | 0.45% |
| 10 | WisdomTree Japan Equity UCITS ETF - GBP Hedged DXJP.L | 0.03% | 367.7K | 0.45% |
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 |
|---|---|---|---|
| Heiki Miki | Managing Executive Officer & Representative Director | — | male |
| Hiroyuki Fujiwara | President, Chief Executive Officer & Director | — | male |
| Masanori Ogata | Senior Managing Executive Officer, GM of Refractories Business Division & Director | — | male |
| Toshihiko Kaneshige | Head of the Thermal Insulation Materials Sector of the Group & Director | — | male |
| Yoshio Fukuzaki | Managing Executive Officer & Representative Director | — | 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 5351.T
Short-term intention
Target Price Distribution
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