Wholesale Trade · Fiscal year end Mar 31

NAGASE & CO., LTD.

8012

長瀬産業株式会社

FIGI BBG000BMNGP08012.T8012 JPCorp. no. 4120001049021

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 ¥479.7 billion (-0.3% YoY), Ordinary income ¥20.7 billion (+2.1% YoY), Net income ¥15.1 billion (-5.6% YoY).

	This period	Year on year
Revenue	¥479.7bn	-0.3%
Ordinary profit	¥20.7bn	+2.1%
Net profit to owners	¥15.1bn	-5.6%

From the securities report on EDINET, which states no forecast. History via /v1/companies/8012/earnings-releases.

Financials

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

Revenue: ¥972.8bn
Net income: ¥33.1bn
ROE: 8.0%
Equity ratio: 48.8%
Dividend / share: ¥100
Employees: 7,756

Revenue · ¥bn

Net income · ¥bn

Fiscal year	Revenue	Net income	Total assets	Net assets	ROE	EPS	Operating CF
2026-03-31	¥972.8bn	¥33.1bn	¥871.5bn	¥434.0bn	8.0%	¥78.89	¥47.8bn
2025-03-31	¥945.0bn	¥25.5bn	¥808.1bn	¥406.5bn	6.4%	¥57.6	¥36.3bn
2024-03-31	¥900.1bn	¥22.4bn	¥792.3bn	¥401.3bn	5.9%	¥48.74	¥73.0bn
2023-03-31	¥912.9bn	¥23.6bn	¥762.7bn	¥378.4bn	6.6%	¥49.89	¥9.4bn
2022-03-31	¥780.6bn	¥25.9bn	¥739.7bn	¥355.1bn	7.7%	¥53.36	−¥17.8bn

Indicators

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

Metric	Value	Percentile among listed companies
ROE, %	8	45.5
Ordinary margin	0.0453	34.5
Equity ratio, %	48.8	39.6
Revenue growth	0.0294	39.1
Net income growth	0.2977	64.7
Operating cash flow / assets	0.0549	43.8

Policy-uncertainty measure0.00 Share of the report's text discussing policy-related uncertainty, by policy area. Proprietary text method.

Ownership activity 0 filer(s) stated they may make proposals in 365 days; 0 new 5% holder(s) in 180 days; net stake change 0.00pt in 90 days; 24.9% held by other listed companies.

Results wording balance: +0.73. Proprietary text method; it describes the wording only and does not interpret context.

Interest example: if all ¥172.2bn of reported debt repriced by 50 basis points, a year's interest would rise by ¥861m, 1.8% of operating cash flow. Our arithmetic only, not a forecast: fixed-rate debt and hedges are ignored.

Via /v1/companies/8012/indicators. Descriptive figures, not a rating and not investment advice.

From other filings

As the company states them

Share buyback, report to —: ¥3.0bn acquired of a ¥3.0bn limit. /v1/companies/8012/buybacks

Internal control, 2026-06-16: see filing 上記の評価の結果、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しました。 Filing

Segments, votes and tender offers

Stated in EDINET filings

Segments: Functional Materials, Advanced Materials and Processing, Electronics and Energy, Mobility, Life and Healthcare, Other. /v1/companies/8012/segments

Latest voting result: 2026-06-17 · 剰余金の処分の件 · passed. /v1/companies/8012/voting

Ownership changes

All companies →

2026-04-07

Below 5%−2.09pt

Nomura Securities Co.,Ltd. cut holdings in NAGASE & CO., LTD. (8012) to 2.99% from 5.08%, below the 5% threshold.

S100XWX8Filer profile Original filing (PDF, Japanese)
2026-04-06

Decrease−0.90pt

Sumitomo Mitsui Trust Bank,Limited reduced holdings in NAGASE & CO., LTD. (8012) to 6.51% from 7.41%.

S100XWC5Filer profile Original filing (PDF, Japanese)
2025-09-19

Decrease−0.42pt

Sumitomo Mitsui Trust Bank,Limited reduced holdings in NAGASE & CO., LTD. (8012) to 7.41% from 7.83%.

S100WP5QFiler profile Original filing (PDF, Japanese)
2025-07-17

Decrease−0.01pt

Nomura Securities Co.,Ltd. reduced holdings in NAGASE & CO., LTD. (8012) to 5.08% from 5.09%.

S100WDPIFiler profile Original filing (PDF, Japanese)
2025-07-07

New 5% stake

NOMURA INTERNATIONAL PLC disclosed a 5.09% stake in NAGASE & CO., LTD. (8012), crossing the 5% reporting threshold.

S100WBIGFiler profile Original filing (PDF, Japanese)
2025-04-04

Decrease−0.46pt

Sumitomo Mitsui Trust Bank,Limited reduced holdings in NAGASE & CO., LTD. (8012) to 7.83% from 8.29%.

S100VJPOFiler profile Original filing (PDF, Japanese)
2024-09-20

Increase+0.47pt

Sumitomo Mitsui Trust Bank,Limited raised holdings in NAGASE & CO., LTD. (8012) to 8.29% from 7.82%.

S100UDTLFiler profile Original filing (PDF, Japanese)
2024-01-16

Below 5%−1.06pt

Silchester International Investors LLP cut holdings in NAGASE & CO., LTD. (8012) to 4.73% from 5.79%, below the 5% threshold.

S100SMRMFiler profile Original filing (PDF, Japanese)
2023-11-24

Decrease−1.01pt

Silchester International Investors LLP reduced holdings in NAGASE & CO., LTD. (8012) to 5.79% from 6.80%.

S100SCMLFiler profile Original filing (PDF, Japanese)
2023-09-29

Decrease−1.02pt

Silchester International Investors LLP reduced holdings in NAGASE & CO., LTD. (8012) to 6.80% from 7.82%.

S100RXGAFiler 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	2023-04-28 – 2024-01-15	-5,607,800	−4.65pt	¥2,373.91	¥2,250–2,556

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/8012/trades.

5% filings

Large shareholding reports on 8012

Filed	Filer	Stake	Change	Stated purpose
2026-04-07	Nomura Securities Co.,Ltd.	2.99%	−2.09pt	—
2026-04-06	Sumitomo Mitsui Trust Bank,Limited	6.51%	−0.90pt	strategic holding
2025-09-19	Sumitomo Mitsui Trust Bank,Limited	7.41%	−0.42pt	strategic holding
2025-07-17	Nomura Securities Co.,Ltd.	5.08%	−0.01pt	—
2025-07-07	NOMURA INTERNATIONAL PLC	5.09%	—	—
2025-04-04	Sumitomo Mitsui Trust Bank,Limited	7.83%	−0.46pt	strategic holding
2024-09-20	Sumitomo Mitsui Trust Bank,Limited	8.29%	+0.47pt	strategic holding
2024-01-16	Silchester International Investors LLP	4.73%	−1.06pt	may make proposals
2023-11-24	Silchester International Investors LLP	5.79%	−1.01pt	may make proposals
2023-09-29	Silchester International Investors LLP	6.80%	−1.02pt	may make proposals

Cross-shareholdings

From the annual report's status of shareholdings

Listed strategic holdings: 61 issues
Book value: ¥67.2bn
Sold in the year: ¥4.1bn 8 issues
Bought in the year: ¥14m 2 issues
Mutual, both reports: 41
Held by listed cos.: 46

Holds	Book value	Shares vs. prior year	Mutual
Sumitomo Mitsui Financial Group, Inc. 8316	¥6,849m	0.0%	no
DAIKIN INDUSTRIES, LTD. 6367	¥6,016m	0.0%	both reports
Sumitomo Mitsui Trust Group, Inc. 8309	¥5,508m	0.0%	both reports
NIPPON PAINT HOLDINGS CO.,LTD. 4612	¥5,032m	0.0%	no
Shionogi & Co.,Ltd. 4507	¥4,628m	0.0%	no
Mitsubishi UFJ Financial Group, Inc. 8306	¥4,420m	0.0%	no
NIPPON SHOKUBAI CO., LTD. 4114	¥4,316m	0.0%	both reports
FUJIMI INCORPORATED 5384	¥3,344m	0.0%	both reports
NICCA CHEMICAL CO.,LTD. 4463	¥2,259m	0.0%	both reports
FUKUVI CHEMICAL INDUSTRY CO.,LTD. 7871	¥2,168m	0.0%	both reports

Held by: Sumitomo Mitsui Trust Group, Inc. 8309, MS&AD Insurance Group Holdings, Inc. 8725, Tokio Marine Holdings, Inc. 8766, FUJIMI INCORPORATED 5384, KURABO INDUSTRIES LTD. 3106, DKS Co. Ltd. 4461, NIPPON KAYAKU CO.,LTD. 4272, ONO PHARMACEUTICAL CO., LTD. 4528, 7240 7240, Nippon Fine Chemical Co., Ltd. 4362, Carlit Co.,Ltd. 4275, KYOWA LEATHER CLOTH CO.,LTD 3553 and 35 more

Purposes, all holdings and mutual flags via /v1/companies/8012/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㈱（信託口）	12,027,000	11.71%
㈱日本カストディ銀行（信託口）	6,406,000	6.24%
長瀬産業自社株投資会	4,576,000	4.46%
日本生命保険相互会社	3,589,000	3.50%
individual holder	3,115,000	3.03%
individual holder	2,688,000	2.62%
三井住友信託銀行㈱	2,653,000	2.58%
STATE STREET BANK AND TRUST COMPANY 505001	2,643,000	2.57%
NOMURA CUSTODY NOMINEES LIMITED OMNIBUS-FULLY PAID （CASHPB）	2,281,000	2.22%
㈱三井住友銀行	2,188,000	2.13%

U.S. funds holding 8012

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

87 U.S. funds held 38,548,864 shares worth $273.4m.

Fund	Shares	Value	% of fund	As of
DFA INTERNATIONAL SMALL CAP VALUE PORTFOLIO DFA INVESTMENT DIMENSIONS GROUP INC	5,872,800	$41.4m	0.291%	2026-07-31
VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND VANGUARD STAR FUNDS	5,236,244	$36.9m	0.006%	2026-07-31
VANGUARD DEVELOPED MARKETS INDEX FUND VANGUARD TAX-MANAGED FUNDS	3,449,456	$25.0m	0.008%	2026-06-30
iShares Core MSCI EAFE ETF iShares Trust	2,893,700	$20.4m	0.011%	2026-07-31
THE JAPANESE SMALL COMPANY SERIES DFA INVESTMENT TRUST CO	1,999,600	$14.1m	0.352%	2026-07-31

Up to 25 funds per stock via the API.

Get this as JSON

GET /v1/companies/8012
GET /v1/companies/8012/financials
GET /v1/companies/8012/details
GET /v1/companies/8012/segments
GET /v1/companies/8012/voting
GET /v1/companies/8012/tender-offers
GET /v1/companies/8012/indicators
GET /v1/companies/8012/earnings-releases
GET /v1/events?ticker=8012
GET /v1/companies/8012/trades         
GET /v1/companies/8012/cross-holdings 
GET /v1/companies/8012/brief

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