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Employees: 1,942
Size Sakai Chemical Industry (4078.T) is a Japan Materials company (Chemicals: Specialty) with a market value of $362M, the 1244th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥3,100 on 6 Nov 2026.
Performance Over six months the shares fell 16.4%, against -24.0% for the median peer and +1.8% for the Japan market (cap-weighted) — 7th highest of 20 in its peer set.
Growth Revenue fell 0.2% over the last twelve months (peer median +11.8%); the operating margin is 7.6% (peer median 1.1%).
Valuation It trades at 11.9× forward earnings against a peer median of 16.4× (2nd cheapest of 8).
Price implies For today's price to make sense, revenue must grow about -3% a year for seven years (Req g). Recent delivered growth is -1%, so the hurdle is -3 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 2.8 points below its cost of capital (8.3% WACC).
Next results Next results expected around 9 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥82.8B | ¥81.4B | ¥84.4B | ¥82.1B | ¥83.9B |
| Revenue growth | — | -4% | +3% | -2% | — |
| Gross profit | ¥20.5B | ¥20.6B | ¥20.2B | ¥16.7B | ¥18.3B |
| EBITDA | ¥10.1B | ¥10.3B | ¥9.85B | ¥7.42B | ¥8.96B |
| Net income | ¥3.47B | ¥2.75B | ¥5.01B | -¥7.09B | ¥2.34B |
| Free cash flow | n/a | ¥8.41B | ¥5.06B | ¥2.84B | -¥1.89B |
| Capital expenditure | n/a | ¥6.07B | ¥6.95B | ¥4.02B | ¥2.66B |
| Total debt | ¥12.5B | ¥16.0B | ¥21.9B | ¥27.0B | ¥21.6B |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | 4078.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -17.7% | -11.3% | 4th lowest of 21 |
| 6-month return | -16.4% | -24.0% | 7th highest of 20 |
| Distance from 52-week high | -52.9% | -39.9% | 5th lowest of 21 |
| Revenue growth (TTM) | -0.2% | +11.8% | 7th lowest of 21 |
| Operating margin | 7.6% | 1.1% | 9th highest of 21 |
| Forward P/E | 11.9× | 16.4× | 2nd cheapest of 8 |
| Growth the price implies (Req g, 7 yrs) | -3.4% | 16.4% | 3rd least demanding of 11 |
| Growth delivered (Del g) | -0.8% | +10.5% | 2nd lowest of 11 |
| Hurdle (Req g minus delivered) | -2.5 pp | +3.6 pp | 4th least demanding of 11 |
| ROIC minus cost of capital | -2.8 pp | -5.4 pp | 7th highest of 19 |
| EV / EBITDA | 5.3× | 8.1× | 2nd cheapest of 6 |
| Net debt / EBITDA | -0.5× | 0.9× | 2nd least indebted of 6 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sakai Chemical Industry 4078.T | Japan | $362M | -16% | 0% | 8% | 11.9× | -3.4% | -0.8% |
| Henan Qingshuiyuan Technology 300437.SZ | China | $358M | -38% | +13% | -1% | n/a | 28.1% | -6.8% |
| Grauer & Weil India GRAUWEIL.NS | India | $367M | +9% | +10% | 13% | n/a | 29.0% | +14.6% |
| Guangdong Huiyun Titanium Industry 300891.SZ | China | $368M | -29% | +2% | 0% | n/a | 16.9% | +12.8% |
| Chongqing Jiheng Pharmaceutical 002742.SZ | China | $354M | -26% | -48% | -20% | n/a | n/a | n/a |
| Hubei Shuanghuan Science and Technology 000707.SZ | China | $369M | -29% | -10% | -10% | n/a | 54.5% | +3.1% |
| Okura Industrial 4221.T | Japan | $372M | -1% | +19% | 10% | 9.4× | -10.3% | +1.4% |
| Juheshun Advanced Material 605166.SS | China | $348M | -37% | -19% | 2% | 16.4× | n/a | n/a |
| China Man-Made Fiber 1718.TW | Taiwan | $377M | +43% | -12% | 38% | n/a | -4.6% | +11.4% |
| Wuxi Acryl Technology 603722.SS | China | $346M | -37% | +34% | -15% | 64.7× | n/a | n/a |
| Toyo Gosei 4970.T | Japan | $346M | -55% | +16% | 12% | 12.2× | 15.9% | +9.1% |
| Kiri Industries KIRIINDUS.NS | India | $345M | +16% | +11% | -25% | n/a | n/a | n/a |
| Styrenix Performance Materials STYRENIX.NS | India | $345M | -20% | +10% | 9% | 11.9× | 17.4% | +16.1% |
| Danhua Chemical Technology 600844.SS | China | $379M | -25% | -6% | -9% | n/a | n/a | n/a |
| Gevo GEVO | United States | $344M | -24% | +121% | -30% | 30.2× | n/a | n/a |
| Jinsanjiang (Zhaoqing) Silicon Material 301059.SZ | China | $381M | -24% | +27% | 20% | n/a | 8.5% | +18.0% |
| Aduro Clean Technologies ACT.TO | Canada | $383M | -15% | -44% | -13,483% | n/a | n/a | n/a |
| Steamhouse India STEAMHOUSE.NS | India | $384M | n/a | +24% | 14% | n/a | n/a | n/a |
| Jiangsu Yida Chemical 300721.SZ | China | $386M | -22% | +40% | 2% | n/a | 12.8% | +9.7% |
| Shanxi Yongdong Chemistry Industry 002753.SZ | China | $386M | -19% | +18% | 1% | 27.3× | n/a | n/a |
| Shandong Keyuan Pharmaceutical 301281.SZ | China | $387M | +9% | +33% | 15% | n/a | n/a | n/a |