Sekisui Chemical makes the plastic and composite building products that go into Japanese homes and infrastructure, including housing-related piping and components, plus films and specialty materials for electronics and automotive. Its moat rests on specification-level incumbency: once its piping and insulation systems are written into builders' and municipalities' standards, switching costs are high and volume is sticky. Revenue growth of 9.1% and a 13.3x forward P/E, against a trailing 14.2x, suggest the market is not pricing in the earnings growth that the company's diversified materials mix could deliver. The 7.7% operating margin and 32.5% gross margin are thin for a specialty materials business, so the investment case depends on whether mix shift toward higher-value electronics and infrastructure products can lift profitability. A deeper look should focus on segment-level margins and the pace of that mix shift, since the group-level numbers alone do not show it.
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| Date | Type | New | Previous | Price |
|---|---|---|---|---|
| 23 Oct 2026, 01:52 CEST | ACCE price target | ¥2805 | first publication | ¥2573 |
Answered from Sekisui Chemical Co., Ltd. fundamentals + recent valuations. Every number shows its source and date.
| Company | Price | Fair value | vs fair value | P/E | ROE | Quality | Score |
|---|---|---|---|---|---|---|---|
| 4204.T Sekisui Chemical Co., Ltd. | ¥2586.50 | - | - | 14.2x | 9.0% | 56 | 56 |
| 9042.T Hankyu Hanshin Holdings, Inc. | ¥4610.00 | - | - | 13.4x | 7.3% | 46 | 61 |
| 2768.T Sojitz Corporation | ¥5280.00 | - | - | 9.8x | 10.7% | 39 | 63 |
| SRF.NS SRF Limited | ₹2330.60 | - | - | 31.7x | 16.0% | 80 | 63 |
| 5201.T AGC Inc. | ¥5480.00 | - | - | 12.8x | 6.1% | 48 | 60 |
| 5706.T Mitsui Kinzoku Company, Limited | ¥2112.00 | - | - | 10.6x | 30.6% | 81 | 75 |
| 9024.T Seibu Holdings Inc. | ¥3548.00 | - | - | 21.4x | 7.5% | 54 | 54 |
Where 4204.T ranks against its sector peers on each metric.