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← CockpitCompetitor Analysis › 5195.T Bando Chemical Industries Ltd.Open in the cockpit ↗

Bando Chemical Industries Ltd.5195.TCompetitor analysis, valuation and peers

Japan · JPY·Consumer Discretionary›Auto Parts: OEM
Momentum strong 68
Mkt cap
$632M
US dollars, full cap
Free float
51%
of shares outstanding
$/day
$1.32M
20-day average traded
Fwd P/E
11.4×
forward earnings
ROIC−WACC
-0.0 pp
WACC 9.1%
Hurdle
-8 pp
Req g minus delivered
Next earnings
5 days
11 Nov 2026
Close · JPY¥2,368
1D-3.5%
1W-5.2%
1M-5.1%
3M-1.9%
6M+16.7%
YTD+15.6%
1Y+17.0%
ATR %2.9%
52w lowhigh11.1% off high

What Bando Chemical Industries does

Employees: 4,159

Bando Chemical Industries at a glance

Size Bando Chemical Industries (5195.T) is a Japan Consumer Discretionary company (Auto Parts: OEM) with a market value of $632M, the 951st largest of 1,379 Japan companies the cockpit tracks. Shares closed at ¥2,368 on 6 Nov 2026.

Performance Over six months the shares gained 16.7%, against -22.6% for the median peer and +1.8% for the Japan market (cap-weighted) — 5th highest of 21 in its peer set.

Growth Revenue grew 6.1% over the last twelve months (peer median +2.1%); the operating margin is 8.6% (peer median 5.0%).

Valuation It trades at 11.4× forward earnings against a peer median of 20.1× (3rd cheapest of 12).

Price implies For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -8 pp: the price already allows for a slowdown.

Capital Return on invested capital runs 0.0 points below its cost of capital (9.1% WACC).

Next results Next results expected around 11 Nov 2026 (exchange calendar; dates can move).

Relative performance

8010012011 May 202611 Aug 20266 Nov 20265195.T 117Peer median 79
Six months, rebased to 100: Bando Chemical Industries against the median of its 20 peers (local-currency closes).

Bando Chemical Industries financials

Reported figures in JPY; fiscal year ends 2026-03-31. TTM = trailing twelve months.
TTMFY2025FY2024FY2023FY2022
Revenue¥122B¥119B¥116B¥108B¥104B
Revenue growth—+3%+7%+5%—
Gross profit¥37.3B¥35.6B¥32.8B¥31.0B¥29.4B
EBITDA¥16.1B¥15.0B¥13.6B¥13.4B¥12.6B
Net income¥10.7B¥10.6B¥1.50B¥6.18B¥5.72B
Free cash flow¥8.53B¥10.9B¥6.50B¥9.94B¥4.19B
Capital expenditure¥5.43B¥5.05B¥4.58B¥4.37B¥3.72B
Total debt¥4.92B¥7.88B¥9.70B¥10.3B¥13.8B

Quarterly statements and history in the cockpit →

Bando Chemical Industries competitor charts

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.

Performance: 6-month against 1-month return

-50%0%+50%-10%0%3010726209BUR00276566056463002662300237300547600178WHEELS0008166033483005076050882339002823JAMNAAUTO3008165195.T6-month return →1-month return →
Up and to the right = strong over both horizons. Bando Chemical Industries is the large dot.

Fundamentals: revenue growth against valuation

0%+10%+20%+30%0×50×100×00276566056463300547600178603348605088002823JAMNAAUTO3008166037015195.TRevenue growth (TTM) →Forward P/E →
Further right = faster growth; higher = more expensive. The dashed lines are the peer medians. Bando Chemical Industries is the large dot.

Capital: growth delivered against growth the price implies

-10%0%+10%+20%0%20%6209BUR66056463002662300237300547600178WHEELS300507002823JAMNAAUTO3008165195.TGrowth delivered (Del g) →Growth the price implies (Req g, 7 yrs) →
Above the diagonal = the price needs more growth than the company has been delivering; below = the price already allows for a slowdown. Bando Chemical Industries is the large dot.

Bando Chemical Industries competitors and peer comparison

How Bando Chemical Industries compares with its peers

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.

Bando Chemical Industries against its 20 peers (data as of 6 Nov 2026)
Measure5195.TPeer medianRank in peer set
1-month return-5.1%-5.9%9th highest of 21
6-month return+16.7%-22.6%5th highest of 21
Distance from 52-week high-11.1%-35.9%3rd highest of 21
Revenue growth (TTM)+6.1%+2.1%9th highest of 21
Operating margin8.6%5.0%4th highest of 21
Forward P/E11.4×20.1×3rd cheapest of 12
Growth the price implies (Req g, 7 yrs)-0.1%2.6%5th least demanding of 14
Growth delivered (Del g)+7.9%+7.6%7th highest of 14
Hurdle (Req g minus delivered)-8.0 pp-5.0 pp4th least demanding of 14
ROIC minus cost of capital-0.0 pp-2.9 pp7th highest of 21
EV / EBITDA5.3×5.1×4th most expensive of 8
Net debt / EBITDA-0.9×0.1×least indebted of 9

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginForward P/EReq gDelivered g
Bando Chemical Industries 5195.TJapan$632M+17%+6%9%11.4×-0.1%+7.9%
Zhongjie (Jiangsu) Technology 301072.SZChina$630M+63%+11%-6%n/an/an/a
Npr-riken 6209.TJapan$630M-5%-3%7%n/a2.1%-3.1%
Burelle BUR.PAFrance$635M-23%-3%2%n/a-4.4%+7.6%
Landai Technology 002765.SZChina$637M-31%-2%-1%50.1×n/an/a
Depo Auto Parts Industrial 6605.TWTaiwan$642M-1%-6%15%7.5×-12.3%+6.4%
TPR 6463.TJapan$620M+23%+1%6%9.6×-0.4%+4.6%
Fengjing New Energy Technology 002662.SZChina$646M-27%-11%4%n/a2.6%-5.0%
Shandong Meichen Technology 300237.SZChina$613M+23%-3%-7%n/a2.6%-10.1%
Sichuan Chuanhuan Technology 300547.SZChina$661M-48%-2%13%16.2×14.9%+17.3%
Harbin Dongan Auto Engine 600178.SSChina$603M-15%+4%-3%22.1×14.4%+1.3%
Wheels India WHEELS.NSIndia$597M+74%+17%5%n/a10.4%+17.8%
Jiangsu Nonghua Intelligent Agriculture Technology 000816.SZChina$597M-15%+14%6%n/an/an/a
Wencan 603348.SSChina$670M-22%+3%-7%58.3×n/an/a
Jiangsu Olive Sensors High-Tech 300507.SZChina$671M-32%-17%5%n/a17.1%+23.1%
GSP Automotive Group Wenzhou 605088.SSChina$590M-45%+15%8%13.6×n/an/a
BeijingWest Industries International 2339.HKHong Kong$589M-23%-3%1%n/an/an/a
Shenzhen Kaizhong Precision Technology 002823.SZChina$585M-27%+10%8%13.8×-3.3%+8.8%
Jamna Auto Industries JAMNAAUTO.NSIndia$580M+4%+16%13%20.1×11.8%+19.3%
ActBlue 300816.SZChina$577M-34%+30%7%26.4×21.5%+9.9%
Zhejiang Dehong Automotive Electronic & Electrical 603701.SSChina$694M-29%+35%2%110.6×n/an/a

Questions

Which companies are Bando Chemical Industries's closest peers?
The cockpit's peer set: Zhongjie (Jiangsu) Technology (301072.SZ), Npr-riken (6209.T), Burelle (BUR.PA), Landai Technology (002765.SZ), Depo Auto Parts Industrial (6605.TW), TPR (6463.T), Fengjing New Energy Technology (002662.SZ), Shandong Meichen Technology (300237.SZ).
Is Bando Chemical Industries expensive compared with its peers?
On forward p/e it trades at 11.4× against a peer median of 20.1×, 3rd cheapest of 12 in its peer set. For today's price to make sense, revenue must grow about 0% a year for seven years (Req g). Recent delivered growth is +8%, so the hurdle is -8 pp: the price already allows for a slowdown.
How has Bando Chemical Industries stock performed?
Over six months to 6 Nov 2026 the shares returned +16.7% against -22.6% for the median peer; over one year +17.0%.

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.