Company Shin-Etsu Chemical Co., Ltd.

Company Shin-Etsu Chemical Co., Ltd.

4063

JP3371200001

Diversified Chemicals

Analysts' Consensus

Equities

4063

JP3371200001

Diversified Chemicals

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Shin-Etsu Chemical Co., Ltd.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Diversified Chemicals

Business Summary

Sales per Business

Sales per region

Managers

Members of the board

Share class

Shareholders

Holdings

Company contact information

Group companies

Sector

Sales per Business

Sales per region

Ratings for Shin-Etsu Chemical Co., Ltd.

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Diversified Chemicals

Market Closed - Japan Exchange Other stock markets 02:00:00 2024-04-26 am EDT			5-day change	1st Jan Change
5,906 ^JPY	-6.37%		-3.64%	-0.19%

Apr. 26	Japan's Nikkei extends early gains as BOJ holds rates steady	RE
Apr. 26	Japan's Nikkei rises as chip shares rebound; BOJ decision in focus	RE

Shin-Etsu Chemical Co., Ltd. is a chemical group organized around 3 products family:

- chemical products (52.8% of net sales): polyvinyl chloride, silicones, methanol, methane chloride, cellulose derivatives, caustic soda, silicon, etc.;

- materials for electronic products (40.7%): encapsulation materials made with silicone, resins, adhesives, etc. for semiconductors, LED products, etc.;

- other (6.5%).

Net sales break down geographically as follows: Japan (26.1%), Asia (34.2%), the United States (22.9%), Europe (10.2%) and other (6.6%).

Number of employees: 26,004

JPY in Million	2022	Weight	2023	Weight	Delta
Living Environment Basic Materials 46.6 %	857,189	41.3 %	1,308,099	46.6 %	+52.60%
Electronic Materials 31.2 %	708,979	34.2 %	875,646	31.2 %	+23.51%
Functional Materials 17.6 %	395,626	19.1 %	493,386	17.6 %	+24.71%
Processing, Trading, Technical Services 4.7 %	112,632	5.4 %	131,691	4.7 %	+16.92%

JPY in Million	2022	Weight	2023	Weight	Delta
Others 45.9 %	994,039	47.9 %	1,290,255	45.9 %	+29.80%
United States 34.9 %	613,075	29.6 %	979,833	34.9 %	+59.82%
Japan 19.2 %	467,313	22.5 %	538,736	19.2 %	+15.28%

Managers	Title	Age	Since
Yasuhiko Saitoh PSD	President	68	78-03-31
Fumio Akiya CHM	Chairman	83	64-03-31
Shigeyoshi Netsu CTO	Chief Tech/Sci/R&D Officer	-	-
Susumu Ueno BRD	Director/Board Member	80	68-03-31
Masahiko Todoroki BRD	Director/Board Member	70	76-03-31
Toshiya Akimoto IRO	Public Communications Contact	64	82-03-31
Kai Yasuoka HRO	Human Resources Officer	62	85-03-31
Yoshimitsu Takahashi PRN	Corporate Officer/Principal	70	74-02-28
Toshio Shiobara PRN	Corporate Officer/Principal	76	72-03-31
Kazumasa Maruyama PRN	Corporate Officer/Principal	74	75-03-31

Members of the board	Title	Age	Since
Toshihiko Fukui BRD	Director/Board Member	88	09-05-31
Fumio Akiya CHM	Chairman	83	64-03-31
Masaki Miyajima PRN	Corporate Officer/Principal	77	71-06-30
Michael McGarry BRD	Director/Board Member	66	-
Toshiyuki Kasahara AUD	Comptroller/Controller/Auditor	72	70-02-28
Masahiko Todoroki BRD	Director/Board Member	70	76-03-31
Hiroshi Komiyama BRD	Director/Board Member	79	10-05-31
Susumu Ueno BRD	Director/Board Member	80	68-03-31
Toshio Shiobara PRN	Corporate Officer/Principal	76	72-03-31
Kai Yasuoka HRO	Human Resources Officer	62	85-03-31

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	0	2,011,894,310	1,950,722,373 ( 96.96 %)	28,786,720 ( 1.431 %)	96.96 %

Name	Equities	%	Valuation
Nippon Life Insurance Co. 3.835 %	76,765,000	3.835 %	3 340 M ¥
THE HACHIJUNI BANK, LTD. 2.945 %	58,953,000	2.945 %	2 565 M ¥
BlackRock Fund Advisors 2.895 %	57,954,590	2.895 %	2 521 M ¥
Nikko Asset Management Co., Ltd. 2.686 %	53,765,800	2.686 %	2 339 M ¥
Meiji Yasuda Life Insurance Co. 2.670 %	53,439,000	2.670 %	2 325 M ¥
BlackRock Japan Co. Ltd. 2.051 %	41,055,200	2.051 %	1 786 M ¥
Mitsubishi UFJ Asset Management Co., Ltd. 1.330 %	26,625,000	1.330 %	1 158 M ¥
SOMPO HOLDINGS INC. 1.271 %	25,448,780	1.271 %	1 107 M ¥
MITSUBISHI UFJ FINANCIAL GROUP, INC 1.257 %	25,152,215	1.257 %	1 094 M ¥
MS&AD INSURANCE GROUP HOLDINGS, INC. 1.152 %	23,065,035	1.152 %	1 003 M ¥

Name	Equities	%	Valuation
Capital Research & Management Co. (World Investors) 0.2365 %	9,469,750	0.2365 %	207 M ¥
The Renaissance Group LLC 0.0106 %	423,805	0.0106 %	9 M ¥
SILVERCREST ASSET MANAGEMENT GROUP INC. 0.003946 %	157,986	0.003946 %	3 M ¥
Madison Asset Management LLC 0.003683 %	147,458	0.003683 %	3 M ¥
Ativo Capital Management LLC 0.001933 %	77,367	0.001933 %	2 M ¥
Andbank Wealth Management SGIIC SAU 0.001626 %	65,101	0.001626 %	1 M ¥
RhumbLine Advisers LP 0.001531 %	61,295	0.001531 %	1 M ¥
Henry James International Management, Inc. 0.000836 %	33,480	0.000836 %	730 668 ¥
SVB Wealth LLC 0.000493 %	19,747	0.000493 %	430 959 ¥
Principal Street Partners LLC 0.000334 %	13,384	0.000334 %	292 092 ¥

Name	Equities	%	Valuation
SHIN-ETSU POLYMER CO.,LTD. 52.03%	42,986,000	52.03%	437,116,897 $
MIMASU SEMICONDUCTOR INDUSTRY CO., LTD. 39.70%	14,093,248	39.70%	293,793,626 $
SHIN-ETSU CHEMICAL CO., LTD. 0.32%	6,355,520	0.32%	276,485,775 $
MITSUBISHI UFJ FINANCIAL GROUP, INC 0.10%	12,943,816	0.10%	133,162,743 $
THE HACHIJUNI BANK, LTD. 2.30%	11,830,000	2.30%	81,292,448 $
SUZUKI MOTOR CORPORATION 0.27%	5,320,000	0.27%	61,110,840 $
MS&AD INSURANCE GROUP HOLDINGS, INC. 0.21%	3,383,097	0.21%	60,600,469 $
MITSUBISHI ELECTRIC CORPORATION 0.14%	3,011,000	0.14%	49,976,096 $
SHIBAURA MECHATRONICS CORPORATION 5.56%	777,000	5.56%	32,908,716 $
KUBOTA CORPORATION 0.16%	1,840,000	0.16%	28,983,846 $

Shin-Etsu Chemical Co., Ltd.

Marunouchi Eiraku Building 1-4-1 Marunouchi

100-0005, Tokyo

+81 3 6812 2340

http://www.shinetsu.co.jp

address Shin-Etsu Chemical Co., Ltd.(4063)

Name	Category and Sector
Shin-Etsu Handotai Co., Ltd. Shin-Etsu Handotai Co., Ltd. SemiconductorsElectronic Technology Shin-Etsu Handotai Co., Ltd. manufactures silicon wafers and ingots used in semiconductor products preparation, manufacturing chips & computers, consumer electronics, and telecommunications devices. The firm has manufacturing plants in Japan, Taiwan, Malaysia, Livingston, and USA. Its clients include Atmel, Intel, and Motorola. The company was founded in 1967 and is headquartered in Tokyo, Japan.	Semiconductors
CIRES	Chemicals: Specialty
Shin-Etsu International Europe BV Shin-Etsu International Europe BV Wholesale DistributorsDistribution Services Part of Shin-Etsu Chemical Co., Ltd., Shin-Etsu International Europe BV distributes chemical products. The private company is based in Amsterdam, Netherlands.	Wholesale Distributors
Shin-Etsu Handotai Europe Ltd. Shin-Etsu Handotai Europe Ltd. Electronic Production EquipmentElectronic Technology Part of Shin-Etsu Chemical Co., Ltd., Shin-Etsu Handotai Europe Ltd. is a British company that manufactures electronic components. The private company is based in Edinburgh, UK and was founded in 1984.	Electronic Production Equipment
Shin-Etsu Silicones Europe BV Shin-Etsu Silicones Europe BV Chemicals: SpecialtyProcess Industries Part of Shin-Etsu Chemical Co., Ltd., Shin-Etsu Silicones Europe BV is a Dutch company that manufactures and wholesales polyvinyl chloride, caustic soda, and semiconductor silicon products. The private company is based in Almere, Netherlands.	Chemicals: Specialty
Shin-Etsu PVC BV
Shin-Etsu Polymer Hungary Kft
SE Tylose Louisiana LLC SE Tylose Louisiana LLC Chemicals: SpecialtyProcess Industries Part of Shin-Etsu Chemical Co., Ltd., SE Tylose Louisiana LLC is a private company that manufactures industrial organic chemicals. The company is based in Plaquemine, LA.	Chemicals: Specialty
Shin-Etsu Polymer Europe BV Shin-Etsu Polymer Europe BV Electronics DistributorsDistribution Services Shin-Etsu Polymer Europe BV manufactures custom made electro-mechanical, mechanical components and materials based on silicone rubber. It offers touch sensors, keypads, inter-connectors, termal interface materials and other moulds. The company was founded in June 1986 and is headquartered in Venlo, the Netherlands.	Electronics Distributors
SE Tylose GmbH & Co. KG SE Tylose GmbH & Co. KG Chemicals: SpecialtyProcess Industries Part of Shin-Etsu Chemical Co., Ltd., SE Tylose GmbH & Co. KG is a major manufacturer of cellulose ethers worldwide, offering specialty ingredients to support the formulation of liquid and semi-solid drug products. SE Tylose is based in Wiesbaden, Germany, and produces approximately 65,000 tpa. The German company's Tylose and product portfolio is designed to meet current and future needs. Fumio Arai has been the CEO of the private company since 1981.	Chemicals: Specialty
Compuestos y Granzas SA Compuestos y Granzas SA Chemicals: SpecialtyProcess Industries Part of Shin-Etsu Chemical Co., Ltd., Compuestos y Granzas SA is a Spanish company that manufactures and supplies polyvinyl chloride compounds. The private company is based in Mendavia, Spain.	Chemicals: Specialty
SE Tylose USA, Inc. SE Tylose USA, Inc. Wholesale DistributorsDistribution Services Part of Shin-Etsu Chemical Co., Ltd., SE Tylose USA, Inc. wholesales chemicals and allied products. The private company is based in Itasca, IL.	Wholesale Distributors

Trading Rating

Investor Rating

ESG Refinitiv

More Ratings

Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

5,906 JPY

Average target price

7,073 JPY

Spread / Average Target

+19.77%

Consensus

Estimates Revisions

Company calendar

	1st Jan change	Capi.
SHIN-ETSU CHEMICAL CO., LTD.	-0.19%	80.96B
BASF SE	+0.09%	48.75B
DUPONT DE NEMOURS, INC.	-4.19%	30.73B
PIDILITE INDUSTRIES LIMITED	+9.85%	17.82B
BRENNTAG SE	-10.05%	11.7B
SYENSQO SA/NV	-8.09%	9.65B
ASAHI KASEI CORPORATION	+2.79%	9.52B
SRF LIMITED	+6.35%	9.39B
MITSUBISHI CHEMICAL GROUP CORPORATION	+3.85%	8.2B
SAHARA INTERNATIONAL PETROCHEMICAL COMPANY	-8.37%	6.03B

Diversified Chemicals

Basic Materials

Diversified Chemicals

Diversified Chemicals