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Overview

Chemicals

TAKI CHEMICAL CO.,LTD.

Taki Chemical Co., Ltd. is a diversified Japanese chemical company operating across six business segments: Agri (fertilizer manufacturing and sales, agricultural materials), Chemicals (water treatment agents and functional materials), Building Materials (gypsum board via subsidiary Taki Kensetsu Co., Ltd.), Petroleum (fuel sales via Shikishima Shoji Co., Ltd.), Real Estate (commercial building leasing), and Transportation (marine and land logistics via subsidiaries). The company's core strengths lie in its long-established agri and chemical businesses, supported by a vertically integrated group structure encompassing production, logistics, and distribution.

Activists: Asset Value Investors Limited 5.00%

Market Cap

¥46.6B

US$297M

¥18.5B

US$118M

Stock¥5,580▲+2.01%

US$1 = ¥157.05 (2026-10-22)

LTM EV/EBITDA

3.6

LTM EV/EBIT

4.8

LTM PER

12.4

LTM PBR

1.0

Stock vs TOPIX (1Y, base=100)vs TOPIX ▲+25.9%pt

Oct 23, 25 – Oct 23, 26StockTOPIX

1Jul 21, 26Asset Value Investors Limited filed large shareholding report

2Aug 7, 26Quarterly earnings announced

MC → EV Bridge

AI Briefing

Taki Chemical: century-old diversified group spanning fertilizer/agri, chemicals, gypsum board, petroleum, real estate and logistics across 13 subsidiaries. FY25/12 revenue ¥42.0B, OP ¥3.2B (7.5% margin) — steady top-line growth and margin recovery since FY23's 2.6% trough, with early-stage bets on bio-materials like collagen-based artificial hair. Trading at ¥48.7B market cap vs ¥20.5B EV on a net cash balance sheet (¥8.2B cash vs ¥1.2B debt); activist AVI Japan sits as the #2 holder, keeping capital-allocation and valuation discipline in focus.

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

98%

EquityD/E 0.03xDebt

Liquidity vs Debt 5Y (¥B)▲ Net Cash

CashInv. Sec.Debt

Shareholders

Top 10 hold 33.4%

as of 2026-06-30 · Source: Annual Securities Report

The Master Trust Bank of Japan, Ltd. (Trust Account)

7.72%

AVI JAPAN OPPORTUNITY TRUST PLC (Standing Proxy: Mizuho Bank, Ltd.)

4.60%

Mitsubishi UFJ Trust and Banking Corporation

3.62%

The Chugoku Bank, Limited

3.43%

The Hyakujushi Bank,Ltd.

2.85%

Nihon Matai Co., Ltd.

2.67%

Ito-Yokado Co., Ltd.

2.40%

Forest Planning Ltd. (Yugen Kaisha)

2.25%

Sumitomo Mitsui Banking Corporation

2.03%

Aioi Nissay Dowa Insurance Co., Ltd.

1.82%

Management

11 officers

Takamoto TAKI

Director, Chairman

Apr 1977 Joined the Company Mar 1992 General Manager, Accounting Department Mar 1993 Director Mar 1995 Managing Director Mar 1996 Representative Director, Senior Managing Director Mar 1997 Representative Director, President Mar 2024 Representative Director, Chairman Mar 2025 Director, Chairman (current)

1954-06-23

Katsuhiko TAKI

Representative Director, President

Apr 2008 Joined the Company Sep 2020 General Manager in charge, Accounting Department Mar 2021 Director, Senior Executive Officer Mar 2022 Director, Senior Managing Executive Officer Mar 2023 Representative Director, Senior Managing Executive Officer Mar 2024 Representative Director, President (current)

1983-11-07

Takahisa MASAKI

Representative Director, Senior Managing Executive Officer; in charge of General Affairs & Human Resources Department, Internal Audit Department, and Real Estate Business Department

Apr 1985 Joined the Company Apr 2013 General Manager, General Affairs & Human Resources Department Feb 2017 General Manager in charge, General Affairs & Human Resources Department Representative Director, President, Shikijima Shoji Co., Ltd. Mar 2017 Managing Officer Mar 2020 Director, Senior Executive Officer Mar 2024 Director, Senior Managing Executive Officer Mar 2025 Representative Director, Senior Managing Executive Officer (current)

1962-11-24

Kazunari IZUMI

Director, Senior Managing Executive Officer; in charge of Head Office Plant, Quality Assurance Department, Logistics Department, and Procurement Department

Apr 1988 Joined the Company Apr 2016 General Manager, Engineering Department Mar 2020 Executive Officer Apr 2021 Deputy Plant Manager, Head Office Plant Mar 2022 Senior Executive Officer, Plant Manager, Head Office Plant Mar 2023 Director, Senior Executive Officer Mar 2025 Director, Senior Managing Executive Officer (current) Representative Director, President, Taki Kenzai Co., Ltd.

1965-01-04

Hiroyuki IZUTSU

Director, Senior Executive Officer; in charge of Corporate Planning Department, Sustainability, and Accounting Department

Jan 1990 Joined the Company Apr 2015 General Manager, Corporate Planning Department Mar 2020 Executive Officer Mar 2021 Director, Senior Executive Officer (current)

1965-10-19

Goro SUZUKI

Director, Senior Executive Officer; in charge of Research Institute; Director, Research Institute; in charge of Mushroom Commercialization Project Team, Leader

Apr 1987 Joined the Company Apr 2015 General Manager, Technical Department Mar 2020 Executive Officer Apr 2021 Deputy Plant Manager, Head Office Plant Mar 2022 Director, Senior Executive Officer (current)

1964-12-10

Masahiko SHIMOYAMA

Director (Full-time Audit and Supervisory Committee Member)

Apr 1988 Joined the Company Apr 2019 General Manager, Accounting Department Mar 2020 Executive Officer Mar 2023 Director (Full-time Audit and Supervisory Committee Member) (current)

1964-09-10

Tatsuro IWAKI

Director (Audit and Supervisory Committee Member)

Apr 1973 Joined Hiroshima Regional Taxation Bureau, National Tax Agency Jul 2015 Retired as Director, Nishinomiya Tax Office Aug 2015 Registered as Certified Public Tax Accountant Nov 2018 Opened Tatsuro Iwaki Tax Accountant Office; Principal (current) Mar 2020 Director of the Company Mar 2021 Director (Audit and Supervisory Committee Member) (current)

1954-04-03

Shozo SHIGETA

Director (Audit and Supervisory Committee Member)

Apr 1980 Joined Nippon Fire & Marine Insurance Co., Ltd. (now Sompo Japan Inc.) Apr 2013 Managing Executive Officer, Nipponkoa Insurance Co., Ltd. (now Sompo Japan Inc.) Apr 2013 Managing Executive Officer, Sompo Japan Insurance Inc. (now Sompo Japan Inc.) Sep 2014 Managing Executive Officer, Sompo Japan Nipponkoa Insurance Inc. (now Sompo Japan Inc.) Mar 2015 Representative Director, Executive Vice President, Osaka Hilton Co., Ltd. Mar 2017 Advisor, Osaka Hilton Co., Ltd. Mar 2018 Advisor, Osaka Hilton Co., Ltd.; retired Apr 2018 Advisor, Sompo Japan Nipponkoa Insurance Inc. (now Sompo Japan Inc.) Jun 2018 Audit & Supervisory Board Member, Sompo Japan Nipponkoa Career Bureau Co., Ltd. (now Sompo Career Bureau Co., Ltd.) Jun 2020 Retired as Advisor, Sompo Japan Inc. Jun 2020 Retired as Audit & Supervisory Board Member, Sompo Career Bureau Co., Ltd. Mar 2021 Director (Audit and Supervisory Committee Member) (current)

1957-02-06

Noriko KITAJIMA

Director (Audit and Supervisory Committee Member)

Apr 2000 Registered with Bar Association; joined Inoue Takahiko Law Office Feb 2003 Joined Phoenix Law Office Jan 2012 Co-Managing Partner, Phoenix Law Office (current) Jun 2015 Outside Director (Audit and Supervisory Committee Member), Sankyo Kasei Co., Ltd. Mar 2017 Outside Audit & Supervisory Board Member, Daitron Co., Ltd. Jun 2021 Outside Audit & Supervisory Board Member, Daiei Kankyo Co., Ltd. Mar 2023 Director (Audit and Supervisory Committee Member) (current) Jun 2024 Outside Director (Audit and Supervisory Committee Member), Daiei Kankyo Co., Ltd. (current) Mar 2025 Outside Director (Audit and Supervisory Committee Member), Daitron Co., Ltd. (current) Jul 2025 Outside Director, Rock Field Co., Ltd. (current)

1974-10-25

Kumiko MIZUNO

Director (Audit and Supervisory Committee Member)

Apr 1982 Joined Nippon Fire & Marine Insurance Co., Ltd. (now Sompo Japan Inc.) Oct 1991 Joined Aoyama Audit Corporation May 1995 Opened Mizuno Accounting Office; Principal (current) Jun 2015 Outside Director, Toyo Shutter Co., Ltd. (current) Mar 2025 Director (Audit and Supervisory Committee Member) (current)

1960-03-19

Large Shareholding Reports

Asset Value Investors Limited

2026-08-17

5.00%→6.08%

Asset Value Investors Limited

2026-07-21

5.00%

Mitsubishi UFJ Trust and Banking Corporation

2026-01-19

4.46%→4.45%

Annual report (as of 2026-06-30): 3.62%

Mitsubishi UFJ Trust and Banking Corporation

2025-12-01

4.65%→4.46%

Mitsubishi UFJ Trust and Banking Corporation

2025-09-01

4.36%→4.65%

Annual report (as of 2026-06-30): 3.62%

Disclosures

No disclosures

Primary Source Filings

EDINET

2026-08-17

Large Shareholding Report

TAKI CHEMICAL CO.,LTD.

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TAKI CHEMICAL CO.,LTD.

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