Nagase & Co., Ltd. (8012.T)
Osaka, JP
Nagase & Co., Ltd. is a global enterprise based in Osaka, Japan, with operations spanning manufacturing, importing, exporting, and the distribution of a vast array of goods. The company's diverse portfolio encompasses industrial and specialty chemicals, plastic solutions, advanced electronics materials, and consumer-focused products like cosmetics and health foods. Its extensive product catalog includes various resins, pigments, solvents, additives, urethane, and other plastic materials, alongside flame retardants, release agents, and petrochemical products. Nagase also supplies critical chemicals for sectors such as paper manufacturing, plating, electronics, and silicone applications, as well as industrial oils, surfactants, fluorochemicals, and polymer filters. In the electronics and advanced materials domain, the company offers digital print processing materials, organic transparent conductive films, photolithography solutions, packaging materials, and functional sheets/films. They also provide plastic processing equipment, various devices, moldings, and specialized chemical management and semiconductor manufacturing equipment. Further electronic offerings include fine polishing abrasives, optical materials and lenses, touch panel components, functional paints, electrically conductive/insulating materials, adhesives/encapsulants, and heat-resistant films for applications like flat panel displays. For the automotive sector, Nagase supplies interior, exterior, and functional components, in addition to advanced car electronics products. In the realm of cutting-edge technology and energy, their offerings feature base station devices, low-dielectric materials, optical wireless communication systems, storage battery and energy management solutions, LED lighting, sensing devices, IoT modules, and optical materials for extended reality (XR). Within life sciences and consumer goods, the company provides fragrances, cosmetic ingredients, household product materials, pharmaceutical and medical components (including in-vitro diagnostics), materials for agriculture, fisheries, and livestock, as well as food ingredients, additives, and finished cosmetics and health foods. Beyond products, Nagase delivers a comprehensive suite of services, such as warehousing, logistics, online catalog sales, recordable media solutions, RFID technologies, software development and maintenance, radiation measurement, administrative support, insurance agency operations, equipment maintenance and engineering, and print quality management consulting. Nagase & Co., Ltd. was established in 1832.
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 |
|---|---|---|---|---|---|---|---|---|---|---|
| +2.75% | -4.10% | -6.32% | -1.68% | +29.78% | +18.36% | +74.41% | +98.80% | +179.64% | +294.21% | +988.94% |
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 | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 0 | 0 |
| Hold | 0 | 0 |
| Sell | 0 | 0 |
| Strong Sell | 0 | 0 |
-
Revenue growth Chemicals: +4.0%+2.9% Q1'26: +9.6% (vs Q1'25)
-
EPS growth Chemicals: +11.7%+37.0% ★ Q1'26: +126.5% (vs Q1'25)
-
FCF margin FCF growth · Chemicals: +41.7%+2.8% Q1'26: +6.0% (vs Q1'25)
-
EBIT margin Chemicals: +7.1%+4.6% Q1'26: +4.6% (vs Q1'25)
-
ROIC Chemicals: +3.4%+5.7% ★ Q1'26: +6.3% (vs Q1'25)
-
Share dilution Chemicals: +0.0%-5.3% ★ Q1'26: -5.6% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Chemicals: 0.55×2.93× Q1'26: 2.79× (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 2022 actual |
Mar 2023 actual |
Mar 2024 actual |
Mar 2025 actual |
Mar 2026 2 Rev. Ana. 2 EPS Ana. |
Mar 2027 2 Rev. Ana. 2 EPS Ana. |
Mar 2028 2 Rev. Ana. 2 EPS Ana. |
Mar 2029 1 Rev. Ana. |
|---|---|---|---|---|---|---|---|---|---|
| Revenue |
759.71B
est: 693.00B (+9.6%)
|
780.56B
est: 750.00B (+4.1%)
|
912.90B
est: 933.00B (-2.2%)
|
900.15B
est: 900.00B (+0.0%)
|
944.96B
est: 949.25B (-0.5%)
|
966.67B
964.17B – 969.16B
+1.8% YoY
|
1.00T
995.18B – 1.01T
+3.8% YoY
|
1.04T
1.03T – 1.05T
+3.6% YoY
|
1.07T
1.06T – 1.08T
+3.3% YoY
|
| EBITDA |
29.07B
est: 41.24B (-29.5%)
|
48.96B
est: 44.64B (+9.7%)
|
48.29B
est: 55.53B (-13.0%)
|
47.24B
est: 65.77B (-28.2%)
|
57.13B
est: 69.52B (-17.8%)
|
70.80B
70.61B – 70.98B
+1.8% YoY
|
73.51B
72.89B – 74.13B
+3.8% YoY
|
76.13B
75.36B – 76.90B
+3.6% YoY
|
78.66B
77.93B – 79.39B
+3.3% YoY
|
| EBIT |
18.15B
est: 29.11B (-37.6%)
|
35.26B
est: 31.50B (+11.9%)
|
33.37B
est: 39.19B (-14.8%)
|
30.62B
est: 45.52B (-32.7%)
|
39.08B
est: 46.66B (-16.3%)
|
47.52B
47.40B – 47.64B
+1.8% YoY
|
49.34B
48.92B – 49.75B
+3.8% YoY
|
51.10B
50.58B – 51.62B
+3.6% YoY
|
52.79B
52.30B – 53.29B
+3.3% YoY
|
| Net Income |
11.32B
est: 13.11B (-13.7%)
|
25.94B
est: 23.29B (+11.4%)
|
23.63B
est: 23.94B (-1.3%)
|
22.40B
est: 21.91B (+2.2%)
|
25.52B
est: 28.34B (-9.9%)
|
33.38B
31.90B – 34.86B
+17.8% YoY
|
35.65B
35.19B – 36.10B
+6.8% YoY
|
39.73B
39.47B – 39.99B
+11.4% YoY
|
—
— – —
-100.0% YoY
|
| SGA |
62.90B
est: 85.58B (-26.5%)
|
89.50B
est: 92.62B (-3.4%)
|
106.18B
est: 115.21B (-7.8%)
|
116.26B
est: 105.22B (+10.5%)
|
123.12B
est: 118.57B (+3.8%)
|
120.74B
120.43B – 121.06B
+1.8% YoY
|
125.37B
124.31B – 126.43B
+3.8% YoY
|
129.84B
128.53B – 131.15B
+3.6% YoY
|
134.15B
132.90B – 135.40B
+3.3% YoY
|
| EPS |
22.28
est: 118.38 (-81.2%)
|
53.36
est: 210.25 (-74.6%)
|
49.89
est: 216.10 (-76.9%)
|
48.74
est: 197.80 (-75.4%)
|
57.60
est: 67.51 (-14.7%)
|
79.52
75.99 – 83.05
+17.8% YoY
|
84.92
83.83 – 86.00
+6.8% YoY
|
94.64
94.03 – 95.25
+11.4% YoY
|
—
— – —
-100.0% YoY
|
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-07 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-05-01 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-30 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-28 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-27 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-24 | A | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 3/5 | 4/5 |
| 2026-04-23 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-22 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-21 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-20 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-17 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-16 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 4/5 |
| 2026-04-15 | A- | 4/5 | 5/5 | 4/5 | 5/5 | 1/5 | 2/5 | 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.
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 |
|---|---|---|---|
| Hiroyuki Ueshima | President, Chief Executive Officer & Representative Director | 134M | male |
| Kazuhiro Hanba | Executive Officer & Head of Business Management & Administration Division | — | — |
| Koichi Sagawa | Executive Officer | — | male |
| Masatoshi Kamada | Managing Executive Officer | — | male |
| Masaya Ikemoto | Executive Vice President | — | male |
| Noriyoshi Yamaoka | Executive Officer | — | — |
| Tamotsu Isobe | Executive Officer & Director | — | male |
| Toshio Wakuda | Executive Officer and Head of Human Resources & General Affairs Division | — | — |
| Xiaoli Liu | Executive Officer and General Manager of Nagase R&D Centre | — | female |
| Yoshihisa Shimizu | Executive Officer, Head of Risk Management and ICT Planning Department & 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 8012.T
Short-term intention
Target Price Distribution
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