Chemicals · Fiscal year end Mar 31

NIPPON KAYAKU CO.,LTD.

4272

日本化薬株式会社

FIGI BBG000BJLSH24272.T4272 JPCorp. no. 3010001016850

Latest half-year results

First half · fiscal year to 2026-03 · filed 2025-11-12

For the first half of the fiscal year to 2026-03: Revenue ¥113.6 billion (+4.1% YoY), Ordinary income ¥10.8 billion (-7.1% YoY), Net income ¥11.7 billion (+95.7% YoY).

	This period	Year on year
Revenue	¥113.6bn	+4.1%
Ordinary profit	¥10.8bn	-7.1%
Net profit to owners	¥11.7bn	+95.7%

From the securities report on EDINET, which states no forecast. History via /v1/companies/4272/earnings-releases.

Financials

Japan GAAP · consolidated · fiscal year to 2026-03-31

Revenue: ¥241.9bn
Net income: ¥24.6bn
ROE: 9.0%
Equity ratio: 70.0%
Dividend / share: ¥66
Employees: 5,946

Revenue · ¥bn

Net income · ¥bn

Fiscal year	Revenue	Net income	Total assets	Net assets	ROE	EPS	Operating CF
2026-03-31	¥241.9bn	¥24.6bn	¥398.7bn	¥280.1bn	9.0%	¥161.18	¥28.8bn
2025-03-31	¥222.6bn	¥17.5bn	¥373.7bn	¥268.5bn	6.5%	¥107.17	¥25.5bn
2024-03-31	¥201.8bn	¥4.1bn	¥363.2bn	¥270.5bn	1.6%	¥24.8	¥23.2bn
2023-03-31	¥198.4bn	¥15.0bn	¥322.9bn	¥255.0bn	6.0%	¥89.36	¥20.0bn
2022-03-31	¥184.8bn	¥17.2bn	¥315.5bn	¥246.4bn	7.3%	¥101.7	¥23.1bn

Indicators

Computed by us from filings · fiscal year to 2026-03-31

Metric	Value	Percentile among listed companies
ROE, %	9	52.6
Ordinary margin	0.1053	70.4
Equity ratio, %	70	74.6
Revenue growth	0.0866	65.4
Net income growth	0.4074	71.1
Operating cash flow / assets	0.0722	56

Policy-uncertainty measure0.68 Share of the report's text discussing policy-related uncertainty, by policy area. Proprietary text method.

Politics & geopolitics 1

Ownership activity 0 filer(s) stated they may make proposals in 365 days; 0 new 5% holder(s) in 180 days; net stake change −3.75pt in 90 days; 6.5% held by other listed companies.

Results wording balance: +0.39. Proprietary text method; it describes the wording only and does not interpret context.

Interest example: if all ¥49.2bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥246m, 0.8% of operating cash flow. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.

Via /v1/companies/4272/indicators. Descriptive figures, not a rating and not investment advice.

From other filings

As the company states them

Share buyback, report to —: ¥10.0bn acquired of a ¥15.0bn limit. /v1/companies/4272/buybacks

Internal control, 2026-06-19: see filing 上記の評価の結果、代表取締役社長[氏名省略]、当事業年度末日時点において当社の財務報告に係る内部統制は有効であると判断いたしました。 Filing

Segments, votes and tender offers

Stated in EDINET filings

Segments: Mobility and Imaging Business Unit, Fine Chemicals Business Unit, Life Science Business Unit. /v1/companies/4272/segments

Latest voting result: 2026-06-25 · 剰余金処分の件 · passed. /v1/companies/4272/voting

Ownership changes

All companies →

2026-11-06

Below 5%−1.27pt

Sumitomo Mitsui Trust Bank,Limited cut holdings in NIPPON KAYAKU CO.,LTD. (4272) to 3.85% from 5.12%, below the 5% threshold.

S100ZBAUFiler profile Original filing (PDF, Japanese)
2026-11-02

Below 5%−2.48pt

Mitsubishi UFJ Financial Group, Inc. cut holdings in NIPPON KAYAKU CO.,LTD. (4272) to 3.49% from 5.97%, below the 5% threshold.

S100ZAGSFiler profile Original filing (PDF, Japanese)
2026-11-02

Purpose change−2.48pt

Mitsubishi UFJ Financial Group, Inc. changed its stated purpose for holding NIPPON KAYAKU CO.,LTD. (4272): strategic_holding -> pure_investment.

S100ZAGSFiler profile Original filing (PDF, Japanese)
2026-05-27

Below 5%−1.08pt

Silchester International Investors LLP cut holdings in NIPPON KAYAKU CO.,LTD. (4272) to 4.68% from 5.76%, below the 5% threshold.

S100Y6FVFiler profile Original filing (PDF, Japanese)
2026-05-27

Purpose change−1.08pt

Silchester International Investors LLP changed its stated purpose for holding NIPPON KAYAKU CO.,LTD. (4272): may_make_proposals -> may_make_proposals, shareholder_value_engagement.

S100Y6FVFiler profile Original filing (PDF, Japanese)
2026-04-16

Decrease−1.01pt

Silchester International Investors LLP reduced holdings in NIPPON KAYAKU CO.,LTD. (4272) to 5.76% from 6.77%.

S100XZCSFiler profile Original filing (PDF, Japanese)
2026-02-02

Decrease−1.05pt

Silchester International Investors LLP reduced holdings in NIPPON KAYAKU CO.,LTD. (4272) to 6.77% from 7.82%.

S100XILOFiler profile Original filing (PDF, Japanese)
2025-10-09

Decrease−1.03pt

Silchester International Investors LLP reduced holdings in NIPPON KAYAKU CO.,LTD. (4272) to 7.82% from 8.85%.

S100WU69Filer profile Original filing (PDF, Japanese)
2025-09-19

Decrease−0.38pt

Sumitomo Mitsui Trust Bank,Limited reduced holdings in NIPPON KAYAKU CO.,LTD. (4272) to 5.12% from 5.50%.

S100WPEGFiler profile Original filing (PDF, Japanese)
2025-07-31

Decrease−1.09pt

Silchester International Investors LLP reduced holdings in NIPPON KAYAKU CO.,LTD. (4272) to 8.85% from 9.94%.

S100WFUMFiler profile Original filing (PDF, Japanese)

Trades by 5% holders

From the 60-day trade tables in 5% reports

Bought SoldHover a dot for the trade

Holder	Period	Net shares	Net % of shares	Avg. filed price	Range
Silchester International Investors LLP	2024-08-07 – 2026-05-22	-20,752,100	−12.63pt	¥1,467.02	¥1,254–2,117

Net shares and the average are our calculations. Prices are filed prices as stated by the filer, mostly for off-market trades; they are not market prices. Stock lending, custody transfers and option exercises are excluded from net shares. Every row via /v1/companies/4272/trades.

5% filings

Large shareholding reports on 4272

Filed	Filer	Stake	Change	Stated purpose
2026-11-06	Sumitomo Mitsui Trust Bank,Limited	3.85%	−1.27pt	strategic holding
2026-11-02	Mitsubishi UFJ Financial Group, Inc.	3.49%	−2.48pt	pure investment
2026-05-27	Silchester International Investors LLP	4.68%	−1.08pt	may make proposals shareholder value engagement
2026-04-16	Silchester International Investors LLP	5.76%	−1.01pt	may make proposals
2026-02-02	Silchester International Investors LLP	6.77%	−1.05pt	may make proposals
2025-10-09	Silchester International Investors LLP	7.82%	−1.03pt	may make proposals
2025-09-19	Sumitomo Mitsui Trust Bank,Limited	5.12%	−0.38pt	strategic holding
2025-07-31	Silchester International Investors LLP	8.85%	−1.09pt	may make proposals
2025-07-03	Silchester International Investors LLP	9.94%	−1.02pt	may make proposals
2025-06-05	Silchester International Investors LLP	10.96%	−1.06pt	may make proposals

Cross-shareholdings

From the annual report's status of shareholdings

Listed strategic holdings: 29 issues
Book value: ¥21.5bn
Sold in the year: ¥2.8bn 9 issues
Bought in the year: — — issues
Mutual, both reports: 23
Held by listed cos.: 30

Holds	Book value	Shares vs. prior year	Mutual
Mebuki Financial Group,Inc. 7167	¥3,325m	-56.3%	both reports
TOAGOSEI CO., LTD. 4045	¥2,595m	0.0%	both reports
OSAKA SODA CO.,LTD. 4046	¥2,531m	0.0%	stated
Nissan Chemical Corporation 4021	¥2,316m	0.0%	both reports
Adlai Nortye Ltd.	¥1,924m	0.0%	no
SCREEN Holdings Co., Ltd. 7735	¥1,784m	0.0%	both reports
TOYODA GOSEI CO.,LTD. 7282	¥1,587m	0.0%	both reports
NAGASE & CO., LTD. 8012	¥1,447m	0.0%	both reports
Hodogaya Chemical Co.,Ltd. 4112	¥500m	+100.0%	both reports
KUNIMINE INDUSTRIES CO.,LTD 5388	¥432m	-20.4%	both reports

Held by: Mebuki Financial Group,Inc. 7167, TOAGOSEI CO., LTD. 4045, NAGASE & CO., LTD. 8012, TOYODA GOSEI CO.,LTD. 7282, Nissan Chemical Corporation 4021, SCREEN Holdings Co., Ltd. 7735, SUZUKEN CO.,LTD. 9987, Hodogaya Chemical Co.,Ltd. 4112, SHIMIZU CORPORATION 1803, The Gunma Bank, Ltd. 8334, Nippon Pigment Holdings Company Limited 4119, NIHON PLAST CO.,LTD. 7291 and 18 more

Purposes, all holdings and mutual flags via /v1/companies/4272/cross-holdings. Share changes include stock splits.

Major shareholders

As of fiscal year end 2026-03-31

Shareholder	Shares	Ratio
日本マスタートラスト信託銀行株式会社（信託口）	22,029,000	14.83%
株式会社日本カストディ銀行（信託口）	11,055,000	7.44%
individual holder	6,092,000	4.10%
株式会社常陽銀行	5,089,000	3.43%
明治安田生命保険相互会社	4,843,000	3.26%
NORTHERN TRUST CO.(AVFC) RE SILCHESTER INTERNATIONAL INVESTORS INTERNATIONAL VALUE EQUITY TRUST	4,133,000	2.78%
中外産業株式会社	3,440,000	2.32%
株式会社三菱UFJ銀行	3,410,000	2.30%
NORTHERN TRUST CO.(AVFC) RE U.S. TAX EXEMPTED PENSION FUNDS	2,791,000	1.88%
STATE STREET BANK AND TRUST COMPANY 505001	2,641,000	1.78%

U.S. funds holding 4272

SEC Form N-PORT, reports to 2026-07-31

82 U.S. funds held 13,643,159 shares worth $166.3m.

Fund	Shares	Value	% of fund	As of
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS	2,030,658	$24.4m	0.004%	2026-07-31
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS	1,298,298	$16.0m	0.005%	2026-06-30
iShares Core MSCI EAFE ETF iShares Trust	995,400	$12.0m	0.006%	2026-07-31
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC	994,000	$11.9m	0.084%	2026-07-31
THE JAPANESE SMALL COMPANY SERIES DFA INVESTMENT TRUST CO	714,700	$8.6m	0.214%	2026-07-31

Up to 25 funds per stock via the API.

Get this as JSON

GET /v1/companies/4272
GET /v1/companies/4272/financials
GET /v1/companies/4272/details
GET /v1/companies/4272/segments
GET /v1/companies/4272/voting
GET /v1/companies/4272/tender-offers
GET /v1/companies/4272/indicators
GET /v1/companies/4272/earnings-releases
GET /v1/events?ticker=4272
GET /v1/companies/4272/trades         
GET /v1/companies/4272/cross-holdings 
GET /v1/companies/4272/brief

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