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Overview

Chemicals

Soken Chemical & Engineering Co.,Ltd.

Soken Chemical & Engineering is a specialty chemicals manufacturer engaged in the production and sale of adhesives, fine particles, specialty functional materials, and processed products under its Chemicals segment. The company also operates an Equipment & Systems segment, providing sales of industrial equipment and systems, production system engineering, plant maintenance, and import/sales of heat transfer oils. The group serves markets across Japan and Asia, with manufacturing subsidiaries operating in China (Suzhou, Ningbo, Nanjing) and Southeast Asia.

Activists: Axium Capital Pte. Ltd. 23.61%

Market Cap

¥71.1B

US$453M

¥58.4B

US$372M

Stock¥4,285▼-1.15%

US$1 = ¥157.05 (2026-10-22)

LTM EV/EBITDA

6.5

LTM EV/EBIT

9.0

LTM PER

15.9

LTM PBR

1.7

Stock vs TOPIX (1Y, base=100)vs TOPIX ▲+67.5%pt

Oct 23, 25 – Oct 23, 26StockTOPIX

1Nov 10, 25Axium Capital Pte. Ltd. filed large shareholding report

2Nov 21, 25Axium Capital Pte. Ltd. changed stake (6.72%→8.43%)

3Feb 3, 26Axium Capital Pte. Ltd. changed stake (8.43%→10.19%)

4Feb 9, 26Axium Capital Pte. Ltd. changed stake (10.19%→11.21%)

5Mar 11, 26Axium Capital Pte. Ltd. changed stake (11.21%→12.64%)

MC → EV Bridge

AI Briefing

Soken Chemical: specialty adhesives/fine particles plus equipment-systems group serving electronics and industrial markets from Japan-China-SEA footprint. FY26/3 revenue ¥48.0B with OP margin steady at 12.9%, following a sharp margin recovery from 5.3% in FY23/3. Top holder BRIDGESTREAM (AXC) at 14.93% signals activist-adjacent cap table; no tender offer in public data, so no standalone valuation call warranted.

Performance & Balance

Revenue 5Y (¥B)

EBITDA 5Y (¥B)

Net Income 5Y (¥B)

Capital Structure

89%

EquityD/E 0.12xDebt

Liquidity vs Debt 5Y (¥B)▲ Net Cash

CashInv. Sec.Debt

Shareholders

Top 10 hold 36.4%

as of 2026-03-31 · Source: Annual Securities Report

BRIDGESTREAM LIMITED,AS TRUSTEE OF AXC STRATEGIC OPPORTUNITIES (Standing Proxy: Tachibana Securities Co., Ltd.)

14.93%

Tokyo Small and Medium Business Investment & Consultation Co., Ltd.

4.01%

Soken Chemical & Engineering Co.,Ltd. Employee Stock Ownership Association

2.80%

Hikari Tsushin K.K. Investment Limited Liability Partnership

2.45%

BNYM RE BNYMLB RE GPP CLIENT MONEY AND ASSETS AC (Standing Proxy: MUFG Bank, Ltd.)

2.36%

YUANTA SECURITIES CO.,LTD-RETAIL ACCOUNT (Standing Proxy: Citibank, N.A., Tokyo Branch)

2.22%

PHILLIP SECURITIES(HONG KONG)LIMITED (Standing Proxy: Phillip Securities Japan, Ltd.)

2.11%

Miki NAKAJIMA

1.96%

Yoko KIMURA

1.84%

Kiichi YOSHIDA

1.70%

Management

10 officers

Kouji TOMITA

Representative Director, President and Executive Officer

Apr 1992 Joined the Company Apr 2013 Technology General Manager, Ningbo Soken Chemical Co., Ltd. Apr 2016 General Manager, Adhesive and Functional Resins Division Apr 2017 Executive Officer, General Manager, Adhesive and Functional Resins Division Apr 2019 Executive Officer, General Manager, Adhesive and Functional Resins Headquarters Apr 2020 Senior Executive Officer, General Manager, New Business Planning Department Apr 2021 Senior Executive Officer Jun 2021 Director, Senior Executive Officer Jun 2023 Director Jun 2024 Representative Director, President Jun 2025 Representative Director, President and Executive Officer (current)

1969-08-08

Shuji OKAMOTO

Director, Managing Executive Officer

Apr 1990 Joined the Company Jan 2010 General Manager, Functional Materials Department Apr 2011 General Manager, Functional Materials Department and concurrently General Manager, Fine Powder Department Apr 2013 Manager, Project Promotion Office Apr 2014 Manager, Second Development Office, R&D Center Apr 2015 General Manager, R&D Center Apr 2017 Executive Officer, General Manager, R&D Center Apr 2019 Executive Officer, General Manager, R&D Headquarters Oct 2021 Senior Executive Officer Jun 2022 Director, Senior Executive Officer Jun 2023 Director Jun 2025 Director, Managing Executive Officer (current) Director, Soken Technix Co., Ltd. (current)

1967-12-12

Takafumi HASUI

Director, Managing Executive Officer

Apr 1995 Joined the Company Jan 2009 General Manager, Processed Products Sales Department, Processed Products Division Jan 2010 General Manager, Processed Products Department Apr 2012 Deputy General Manager, Corporate Management Department Apr 2014 Deputy General Manager, General Affairs and Human Resources Department Apr 2015 General Manager, Purchasing Department Apr 2016 General Manager, Resin Production Department Apr 2017 Executive Officer, General Manager, Resin Production Department Apr 2019 Executive Officer, General Manager, Resin Production Headquarters Jun 2020 Executive Officer, General Manager, Resin Production Headquarters and concurrently Plant Manager, Hamaoka Plant Oct 2021 Senior Executive Officer, Plant Manager, Hamaoka Plant Jun 2022 Director, Senior Executive Officer, Plant Manager, Sayama Plant Jun 2023 Director, Plant Manager, Sayama Plant Jun 2024 Director, Soken Technix Co., Ltd. Jun 2025 Director, Managing Executive Officer (current)

1969-01-20

Kiyotaka TAKIZAWA

Director

Apr 2001 Joined the Company Apr 2012 General Manager, Corporate Management Department Apr 2016 Executive Officer, General Manager, Corporate Management Department Jun 2019 Director, Executive Officer, General Manager, Administration Headquarters and General Manager, Corporate Management Department Apr 2020 Director, Executive Officer, General Manager, Administration Headquarters Jun 2021 Managing Director, Executive Officer, General Manager, Administration Headquarters Oct 2021 Managing Director Jun 2023 Senior Managing Director Jun 2024 Director (current)

1964-07-29

Hiroki IZUMI

Director

Apr 1980 Joined All Nippon Airways Co., Ltd. Apr 2010 Director, ANA Techno Aviation Co., Ltd. Apr 2011 Representative Director, President, ANA Maintenance Co., Ltd. Oct 2012 Representative Director, President, ANA Base Maintenance Technics Co., Ltd. Apr 2013 Executive Officer, All Nippon Airways Co., Ltd.; Representative Director, President, ANA Wings Co., Ltd. Apr 2015 Senior Executive Officer, All Nippon Airways Co., Ltd.; Representative Director, President, ANA Wings Co., Ltd. Jun 2019 Representative Director, Executive Vice President, AIRDO Co., Ltd. Apr 2021 Adviser, ANA Base Maintenance Technics Co., Ltd. Jun 2024 Director (current)

1957-07-21

Keiko ASANO

Director

Jan 1986 Joined Toshiba Components Co., Ltd. Mar 1993 Joined Nippon Motorola Ltd. Apr 1998 Joined Chrysler Financial Japan Co., Ltd. Nov 1999 Joined Motorola Japan Ltd. Mar 2004 Joined Luminous Japan Co., Ltd. Dec 2004 Joined Ferragamo Japan Co., Ltd. Dec 2011 Joined Munters Co., Ltd. Apr 2016 Representative Director, Munters Co., Ltd. (current) Jun 2025 Director (current)

1963-05-24

Michiyuki NAKASE

Director

Apr 1983 Joined Toray Industries, Inc. Nov 2001 Vice President and Plant Manager, Toray Resin Company Apr 2006 General Manager, Resin Technology Department, Nagoya Plant, Toray Industries, Inc. Jun 2009 Plant Manager, Chiba Plant, Toray Industries, Inc. May 2011 Executive Fellow, Production Division, Toray Industries, Inc. Apr 2014 Representative in Europe, Toray Industries, Inc.; President, Toray Industries Europe GmbH Jul 2017 President, Toray DuPont Co., Ltd. Jul 2019 Audit & Supervisory Board Member, Toray Construction Co., Ltd.

Akira NOMURA

Full-time Audit & Supervisory Board Member

Apr 1988 Joined the Company Apr 2006 General Manager, Adhesives Sales Department Apr 2009 General Manager, Adhesives Department Jan 2010 Manager, Research Planning Office Apr 2012 Executive Officer, Manager, Research Planning Office Apr 2013 Executive Officer, Manager, Business Planning Office Apr 2014 Executive Officer, General Manager, R&D Center Apr 2015 Executive Officer Jan 2016 Executive Officer, General Manager, Soken Chemical (Suzhou) Co., Ltd. Jan 2018 Executive Officer, General Manager, Fine Powder Department Apr 2019 Executive Officer, General Manager, Fine Powder Business Headquarters and concurrently General Manager, Fine Powder Department Jan 2020 Executive Officer, General Manager, Fine Powder Business Headquarters Apr 2021 Executive Officer, General Manager, New Business Planning Department Jun 2022 Full-time Audit & Supervisory Board Member (current)

1963-01-01

Megumi YASUDA

Audit & Supervisory Board Member

Oct 1999 Joined Chuo Audit Corporation Apr 2004 Registered as Certified Public Accountant Sep 2006 Joined Arata Audit Corporation (now PwC Japan LLC) Jul 2008 Joined Seisen Audit Corporation Jul 2016 Head, Megumi Yasuda Certified Public Accountant Office (current) Apr 2020 Part-time Lecturer, Showa Women's University Jun 2021 Audit & Supervisory Board Member (current) Apr 2022 Member, Bid Monitoring Committee, Japan Meteorological Agency (current) Apr 2023 Visiting Associate Professor, Department of Accounting and Finance, Faculty of Global Business, Showa Women's University (current) Sep 2023 Outside Audit & Supervisory Board Member, Monogatari Corporation Co., Ltd. (current) Jun 2024 Outside Director (Audit and Supervisory Committee Member), Avex Inc. (current) Apr 2025 Part-time Lecturer, Meiji Gakuin University (current) Jun 2025 Member of the Board of Trustees, Nakayama Hayao Science, Technology and Culture Foundation (current)

1973-01-21

Shinsuke MATSUMOTO

Audit & Supervisory Board Member

Apr 1997 Joined Nishimura Sogo Law Office (now Nishimura & Asahi, Foreign Joint Enterprise) Oct 1999 Joined Nagashima Ohno & Tsunematsu Apr 2004 Joined Nakamura & Tsunoda Law Office Jan 2005 Partner, Nakamura, Tsunoda & Matsumoto Law Office (current) Mar 2017 Outside Audit & Supervisory Board Member, Be-Trend Co., Ltd. Jun 2023 Audit & Supervisory Board Member (current) Mar 2025 Outside Director, Kobayashi Pharmaceutical Co., Ltd. (current) Nov 2025 Supervisory Executive Officer, Japan Hotel REIT Investment Corporation (current)

1970-04-17

Large Shareholding Reports

Axium Capital Pte. Ltd.

2026-07-30

22.60%→23.61%

Axium Capital Pte. Ltd.

2026-07-21

21.47%→22.60%

Axium Capital Pte. Ltd.

2026-07-13

20.23%→21.47%

Axium Capital Pte. Ltd.

2026-07-07

18.93%→20.23%

Axium Capital Pte. Ltd.

2026-06-24

17.87%→18.93%

NEW FIELD E-PAPER CO., LTD.

2026-06-18

2.11%→2.11%

Axium Capital Pte. Ltd.

2026-06-11

16.23%→17.87%

Axium Capital Pte. Ltd.

2026-05-22

14.92%→16.23%

Axium Capital Pte. Ltd.

2026-03-30

12.64%→14.92%

Axium Capital Pte. Ltd.

2026-03-11

11.21%→12.64%

Axium Capital Pte. Ltd.

2026-02-09

10.19%→11.21%

Axium Capital Pte. Ltd.

2026-02-03

8.43%→10.19%

Sumitomo Mitsui DS Asset Management Company, Limited

2025-12-05

3.77%→2.50%

Axium Capital Pte. Ltd.

2025-11-21

6.72%→8.43%

Axium Capital Pte. Ltd.

2025-11-10

6.72%

Disclosures

No disclosures

Primary Source Filings

TDnet

2026-08-05

Q1 Earnings Flash

FY ending Mar 2027

Soken Chemical & Engineering Co.,Ltd.

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Soken Chemical & Engineering Co.,Ltd.

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