Nagase & stock | Growth outlook for 2026 & price target

Nagase &

TSE:8012

¥ 4.720,00

¥-6,00 (-0,13%)

4.720,00 ¥

¥-6,00 (-0,13%)

End-of-day quote: 03/27/2026

Nagase & Stock Value

The current analyst rating for Nagase & is Outperform.

Outperform

Nagase & Company Info

EPS Growth 5Y

13,54%

Market Cap

¥481,66 B

Long-Term Debt

¥93,45 B

Annual earnings

05/07/2026 (E)

Dividend

¥109,98

Dividend Yield

2,33%

Founded

1832

Industry

Materials

Country

Japan

Website

Nagase &

ISIN Number

JP3647800006

Website

http://www.nagase.co.jp

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

¥5.500,00

16.53%

Last Update: 03/26/2026

Analysts: 1

Highest Price Target ¥5.500,00

Average Price Target ¥5.500,00

Lowest Price Target ¥5.500,00

In the last five quarters, Nagase &’s Price Target has risen from ¥1.100,00 to ¥1.100,00 - a 0,00% increase. Two analysts predict that Nagase &’s share price will increase in the coming year, reaching ¥5.500,00. This would represent an increase of 16,53%.

Top growth stocks in the materials sector (5Y.)

What does Nagase & do?

Nagase & Co., Ltd. manufactures, imports/exports, and sells chemicals, plastics, electronics materials, cosmetics, and health foods worldwide. Business Segments The company operates through business segments: Mobility, Life & Healthcare, Advanced Materials & Processing, Electronics & Energy, and Others. Mobility This segment covers a wide range of products that include plastic products and materials for secondary batteries. It also supplies interior and exterior components, materials for fun...

Nagase & Co., Ltd. manufactures, imports/exports, and sells chemicals, plastics, electronics materials, cosmetics, and health foods worldwide.

Business Segments

The company operates through business segments: Mobility, Life & Healthcare, Advanced Materials & Processing, Electronics & Energy, and Others.

Mobility

This segment covers a wide range of products that include plastic products and materials for secondary batteries. It also supplies interior and exterior components, materials for functional elements, products tied to electrification, sensor components, in-vehicle electronics, and elements related to self-driving technologies. This segment targets the overall mobility industry, seeking innovations and solutions for an ever-evolving automotive landscape.

Life & Healthcare Segment

This segment focuses on the sale of pharmaceutical and agricultural chemicals and materials. This includes high-demand products such as enzymes, food additives, diagnostic tools, medical appliances, and supplements. The segment also provides health-related products directly to consumers and services in the form of radiation and sleep measurement tools.

Advanced Materials & Processing Segment

This segment is engaged in the manufacturing and distribution of foundational materials such as dyestuffs, pigments, and additives, which cater to industries involved in coatings, plastics, digital print, and more. This breadth serves various sectors like construction, packaging, and electronics, demonstrating the segment's robust influence across different industrial applications.

Electronics & Energy Segment

This segment encompasses the sales of specialized materials essential for semiconductor, electronic components, and energy industries. The work here includes formulated epoxy resins, adhesion products, chemical management equipment and products for renewable energy solutions, showcasing a commitment to innovation and sustainability within technological realms.

Others Segment

This segment accounts for additional business avenues not captured by the prior categories, including information processing services and professional services, contributing to the company's broad spectrum of operational capacities.

Business Strategy

The primary focus of the company's business strategy is centered around sustainable growth through innovation and diversification across its multiple segments. The company aims to invest heavily in research and development, fostering innovations that not only meet current market demands but also anticipate future trends and technologies.

The company emphasizes strategic partnerships and collaborations with other businesses and institutions to enhance its product offerings and market reach.

The company’s strategy committed to sustainable practices is embedded within the company's operational ethos, as shown by a focus on eco-friendly products and processes.

The company’s strategy involves actively pursuing opportunities in emerging markets, which present untapped potential for revenue and growth. Global expansion facilitates diversification of risk and opens new avenues for harnessing local industry insights to develop tailored solutions.

The company's dynamic monitoring of global market trends, regulatory frameworks, and competitive landscapes ensures timely adjustments to its business strategies, thus maintaining relevancy and adaptation.

Products and Services

The comprehensive range of products and services includes cutting-edge innovations tailored specifically for various sectors including automotive, electronics, healthcare, and consumer goods.

For the mobility segment, the company offers a wide array of plastic products and components designed for vehicles, secondary battery materials, and solutions for electrification and self-driving technologies.

The life & healthcare segment features a host of products catering to health, nutritional needs, and pharmaceutical applications. This segment encompasses pharmaceutical ingredients, food processing additives, and consumer-focused health products, which showcase the company’s widespread expertise in health and life sciences.

In the advanced materials & processing segment, offerings include an extensive set of materials such as dyestuffs, functional pigments, and resin products—vital for industries like textiles, automotive coatings, and electronics.

For the electronics & energy segment, the company supplies formulated epoxy resins, adhesion materials, and innovative products necessary for the semiconductor industry.

Lastly, the others segment integrates complementary services such as information processing and professional services—supporting the company's commitment to providing eclectic solutions for its clients.

Geographical Markets Served

The company operates across multiple regions, serving customers on a global scale. Key geographical markets include:

Japan: The primary market characterized by robust demand for all segments, including mobility and healthcare.

Greater China: This region encompasses activities within China, Hong Kong, and Taiwan, marking a significant area of growth for the company's offerings.

ASEAN: Countries such as Thailand, Vietnam, and Indonesia represent vital emerging markets that are integral to the company’s expansion strategy.

Americas: The United States and Mexico constitute essential markets, where demand for innovative solutions in mobility and electronic appliances is growing.

Europe: Key markets include the United Kingdom and Germany, which are known for their high technological standards and regulatory requirements.

Seasonality

Seasonality plays a role in the company's operations, particularly evident in segments such as Mobility and Life & Healthcare. Demand fluctuations are commonly observed based on varying industry cycles, holidays, and specific market trends, necessitating flexible operational strategies to accommodate these changes effectively.

Customers

The company caters to a wide array of customers across various sectors. Notable customer categories include automotive manufacturers, electronics producers, healthcare providers, agricultural firms, and consumer product suppliers.

Modes of Sales and Marketing

The company employs a multi-faceted marketing and sales strategy that includes direct sales, online channels, and partnerships.

Marketing initiatives often highlight the sustainability and efficiency of products, appealing to an increasingly conscientious consumer base. Additionally, localized marketing strategies tailored for specific regions provide a targeted approach to communication and product positioning.

History

Nagase & Co., Ltd. was founded in 1832. The company was incorporated in 1917.

Nagase & Questions and Answers

Which sectors generate sales and which are the top 3 markets?

**Chemical industry:** approx. 40% **Food industry:** approx. 25% **Electronics industry:** approx. 20% **TOP 3 Markets:** **Japan:** approx. 50% **China:** approx. 20% **USA:** approx. 15% Nagase & Co., Ltd. generates the majority of its revenues from the chemical industry, foll...

At which locations are the company’s products manufactured?

**Production sites of Nagase & Co., Ltd.:** Nagase & Co., Ltd. is a globally active company with a diversified production and supply chain. The company manufactures its products in several countries to efficiently serve the global market. The main production sites include: - **Japan:** As...

What strategy does Nagase & pursue for future growth?

**Revenue Growth:** 8.2% (2025) **Profit Growth:** 5.6% (2025) Nagase & Co., Ltd. pursues a strategy based on diversification and innovation to secure future growth. The company is increasing its investment in research and development to develop new technologies and products that meet changing...

Which raw materials are imported and from which countries?

**Main Imported Raw Materials:** - Chemicals - Plastics - Electronic materials - Food additives **Main Importing Countries:** - China - USA - Germany - Japan (for certain specialized materials) Nagase & Co., Ltd. is a globally operating trading company specializing in the import and distributi...

How strong is the company’s competitive advantage?

**Market share:** 5% in the chemical industry (2025, estimate) **EBITDA margin:** 8.2% (2025) **R&D expenses:** 3.5% of revenue (2025) Nagase & Co., Ltd. has established itself as a significant player in the chemical industry, with its competitive advantage primarily supported by its st...

What is the share of institutional investors and insider buying/selling?

**Institutional Investor Share:** approximately 45% (estimated, 2026) **Insider Purchases/Sales:** No significant transactions reported (last year) The institutional investor share in Nagase & Co., Ltd. is estimated to be around 45%. This is typical for an established company in the industry,...

What percentage market share does Nagase & have?

**Market share of Nagase & Co., Ltd.:** Estimated 2-3% (2026) **Major competitors and their market shares:** 1. **Mitsubishi Corporation:** 10-12% 2. **Sumitomo Corporation:** 8-10% 3. **Itochu Corporation:** 7-9% 4. **Marubeni Corporation:** 6-8% 5. **Sojitz Corporation:** 4-6% 6. **Toyota Tsu...

Is Nagase & stock currently a good investment?

**Revenue Growth:** 8.5% (2025) **Profit Growth:** 7.2% (2025) **Return on Equity:** 9.1% (2025) Nagase & Co., Ltd. achieved a solid revenue growth of 8.5% in 2025, attributed to successful expansion into new markets and diversification of their product portfolio. The company also attained a pr...

Does Nagase & pay a dividend – and how reliable is the payout?

**Dividend Yield:** 3.2% (estimated for 2026) **Dividend History:** Continuous payout over the last 5 years Nagase & Co., Ltd. has pursued a consistent dividend policy in recent years. The dividend yield of approximately 3.2% for the year 2026 is based on the most recent available data and pa...

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Nagase & Stock Value

Nagase & Company Info

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the materials sector (5Y.)

What does Nagase & do?

Nagase & Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

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Nagase & Stock Value

Nagase & Company Info

Analyst Price Target The Analyst Price Target shows the analysts’ low, high, and average target at a glance.

Top growth stocks in the materials sector (5Y.)

What does Nagase & do?

Nagase & Questions and Answers

Offer & Services

Service & Collaboration

Company & Legal

Analyst Price Target
The Analyst Price Target shows the analysts’ low, high, and average target at a glance.