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Employees: 1,626
Size Sanyo Chemical Industries (4471.T) is a Japan Materials company (Chemicals: Major Diversified) with a market value of $823M, the 830th largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥6,470 on 6 Nov 2026.
Performance Over six months the shares gained 24.4%, against -22.3% for the median peer and +1.8% for the Japan market (cap-weighted) — 4th highest of 21 in its peer set.
Growth Revenue was unchanged over the last twelve months (peer median +6.5%); the operating margin is 9.9% (peer median 10.3%).
Valuation It trades at 10.5× forward earnings against a peer median of 22.2× (2nd cheapest of 15).
Price implies For today's price to make sense, revenue must grow about -5% a year for seven years (Req g). Recent delivered growth is -2%, so the hurdle is -3 pp: the price already allows for a slowdown.
Capital Return on invested capital runs 1.0 points below its cost of capital (7.7% WACC).
Next results Next results expected around 10 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | ¥135B | ¥128B | ¥142B | ¥160B | ¥175B |
| Revenue growth | — | -10% | -11% | -9% | — |
| Gross profit | ¥36.8B | ¥31.3B | ¥30.3B | ¥27.4B | ¥31.9B |
| EBITDA | ¥22.3B | ¥19.1B | ¥18.1B | ¥15.7B | ¥18.0B |
| Net income | ¥11.3B | ¥15.6B | ¥4.15B | -¥8.50B | ¥5.68B |
| Free cash flow | ¥14.9B | ¥14.0B | ¥7.15B | ¥12.8B | ¥1.47B |
| Capital expenditure | ¥5.96B | ¥6.25B | ¥6.77B | ¥7.04B | ¥9.38B |
| Total debt | ¥2.88B | ¥2.88B | ¥3.42B | ¥10.7B | ¥10.2B |
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 | 4471.T | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | +2.5% | -14.8% | highest of 21 |
| 6-month return | +24.4% | -22.3% | 4th highest of 21 |
| Distance from 52-week high | -4.0% | -40.3% | highest of 21 |
| Revenue growth (TTM) | 0.0% | +6.5% | 7th lowest of 21 |
| Operating margin | 9.9% | 10.3% | 10th lowest of 21 |
| Forward P/E | 10.5× | 22.2× | 2nd cheapest of 15 |
| Growth the price implies (Req g, 7 yrs) | -5.1% | 20.6% | 2nd least demanding of 13 |
| Growth delivered (Del g) | -2.5% | +7.6% | lowest of 13 |
| Hurdle (Req g minus delivered) | -2.7 pp | +15.0 pp | 5th least demanding of 13 |
| ROIC minus cost of capital | -1.0 pp | -3.0 pp | 9th highest of 21 |
| EV / EBITDA | 4.5× | 17.3× | cheapest of 9 |
| Net debt / EBITDA | -1.4× | -0.7× | 5th least indebted of 10 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Sanyo Chemical Industries 4471.T | Japan | $823M | +24% | 0% | 10% | 10.5× | -5.1% | -2.5% |
| Jiangxi Hungpai New Material 605366.SS | China | $821M | -47% | +2% | -11% | 236.0× | n/a | n/a |
| Polyrocks Chemical 688669.SS | China | $831M | +40% | -8% | -6% | n/a | 35.9% | +15.2% |
| Xinyaqiang Silicon Chemistry 603155.SS | China | $788M | -6% | +6% | 10% | 37.0× | 31.1% | +3.9% |
| Raghav Productivity Enhancers RPEL.NS | India | $864M | +133% | +38% | 28% | n/a | n/a | n/a |
| Suzhou Highfine Biotech 301393.SZ | China | $865M | -8% | +36% | 17% | 32.3× | n/a | n/a |
| Guangzhou Sanfu Newmaterials Technology 688359.SS | China | $870M | -41% | +8% | -7% | n/a | n/a | n/a |
| Hubei Chaozhuo Aviation Technology 688237.SS | China | $776M | +6% | -1% | 1% | 41.5× | 45.3% | +26.0% |
| Daxin Materials 5234.TW | Taiwan | $767M | -42% | +10% | 19% | 25.7× | 17.7% | +1.5% |
| JCU 4975.T | Japan | $759M | -26% | +2% | 40% | 13.6× | 6.3% | +7.0% |
| KH Neochem 4189.T | Japan | $732M | +20% | -11% | 12% | 12.3× | -5.7% | +8.3% |
| Zhejiang Huangma Technology 603181.SS | China | $935M | -30% | +7% | 17% | 14.5× | n/a | n/a |
| Liaoning Oxiranchem,Inc 300082.SZ | China | $716M | -39% | +4% | 0% | 35.1× | n/a | n/a |
| Jubilant Ingrevia JUBLINGREA.NS | India | $966M | -24% | +15% | 10% | 21.1× | 27.3% | +44.9% |
| Jiangsu Zhengdan Chemical Industry 300641.SZ | China | $981M | -28% | -30% | 17% | n/a | 8.8% | +11.6% |
| Jiansu Huachang Chemical 002274.SZ | China | $679M | -25% | +9% | -3% | 5.7× | 23.6% | +1.3% |
| Ningxia Zhongke Biotechnology 600165.SS | China | $679M | -19% | +8% | -73% | n/a | n/a | n/a |
| Shandong Sanyuan Biotechnology 301206.SZ | China | $676M | -18% | +15% | 4% | n/a | n/a | n/a |
| Caregen 214370.KS | South Korea | $1.01B | -73% | -8% | 24% | 22.6× | 35.2% | +3.8% |
| Victrex VCT.L | United Kingdom | $1.04B | +54% | -1% | 14% | 21.7× | 15.7% | +1.9% |
| Shandong Yanggu Huatai Chemical 300121.SZ | China | $648M | -20% | +11% | 8% | 16.1× | 3.2% | +12.1% |