Overview
Chemicals

OSAKA SODA CO.,LTD.

Osaka Soda is a diversified chemical company operating across three core segments: Basic Chemicals (caustic soda, chlorine derivatives, epichlorohydrin, and allied inorganic chemicals), Functional Chemicals (allyl ethers, epichlorohydrin rubber, DAP resins, energy-saving tire modifiers, and electrodes), and Healthcare (pharmaceutical purification materials, active pharmaceutical ingredients, intermediates, and optically active compounds). The company also operates a trading division through Daiso Chemical Co., Ltd., handling coatings/adhesive raw materials, electronic materials, and housing-related products. Leveraging over 110 years of proprietary technology, Osaka Soda positions itself as an indispensable materials supplier across electronics, automotive, pharmaceuticals, and industrial chemical markets.

Market Cap
¥233B
US$1.49B
EV
¥159B
US$1.01B
Stock¥1,924▼-1.38%
US$1 = ¥156.80 (2026-10-23)
LTM EV/EBITDA
6.5
x
LTM EV/EBIT
8.0
x
LTM PER
13.4
x
LTM PBR
1.8
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▼-3.3%pt
1001
Oct 24, 25 – Oct 23, 26StockTOPIX
1Aug 10, 26Q1 FY2027/03 earnings announced
MC → EV Bridge
233BUS$1.49BMarket Cap7.81BUS$49.8M+ Debt15.5BUS$98.6M− Cash66.6BUS$425M− Inv. Sec.159BUS$1.01BEV
AI Briefing
Generating insights…
Performance & Balance
Revenue 5Y (¥B)
88.1US$562M'22/3104US$665M'23/394.6US$603M'24/396.4US$615M'25/3100.0US$638M'26/3
EBITDA 5Y (¥B)
16.1US$103M'22/319.2US$122M'23/314.2US$90.4M'24/317.2US$109M'25/322.0US$140M'26/3
Net Income 5Y (¥B)
9.44US$60.2M'22/310.6US$67.4M'23/37.65US$48.8M'24/310.3US$65.9M'25/315.5US$98.6M'26/3
Capital Structure
94%
EquityD/E 0.06xDebt
Liquidity vs Debt 5Y (¥B)▲ Net Cash
CashInv. Sec.Debt
38.2US$244M8.08US$51.5M'22/334.1US$218M8.50US$54.2M'23/342.7US$272M8.42US$53.7M'24/344.8US$286M8.40US$53.6M'25/358.9US$376M7.84US$50.0M'26/3
Shareholders
Top 10 hold 40.9%
1
The Master Trust Bank of Japan, Ltd. (Trust Account)
11.19%
2
Custody Bank of Japan, Ltd. (Trust Account)
7.33%
3
MUFG Bank, Ltd.
3.57%
4
The Bank of Fukuoka, Ltd.
3.35%
5
The Iyo Bank, Ltd.
3.05%
6
Mizuho Bank, Ltd.
2.73%
7
Nippon Life Insurance Company
2.60%
8
Sompo Japan Insurance Inc.
2.51%
9
Daiso Kyoeikai
2.42%
10
IWATANI CORPORATION
2.15%
Management
9 officers
Kenji TERADA
Representative Director, President and Executive Officer
Apr 1988 Joined the Company Oct 2012 Executive Officer, General Manager, Chemicals Business Division, Sales Headquarters Jun 2014 Director, Senior Executive Officer, General Manager, Corporate Strategy Headquarters Nov 2014 Director, Senior Executive Officer, General Manager, Functional Materials Business Division Jun 2015 Director, Managing Executive Officer, General Manager, Corporate Strategy Headquarters Jul 2016 Director, Managing Executive Officer, General Manager, Functional Materials Business Division Jun 2017 Representative Director, President and Executive Officer (current)
1965-12-10
Atsuo KONISHI
Director, Senior Executive Officer, General Manager, Production Engineering Headquarters
Apr 1989 Joined the Company Jun 2014 Executive Officer, General Manager, Production Engineering Headquarters Jun 2015 Executive Officer, President and Representative Director, Okayama Kasei Co., Ltd. Apr 2017 Executive Officer, General Manager, Production Engineering Headquarters Jun 2019 Director, Senior Executive Officer, General Manager, Production Engineering Headquarters (current)
1964-10-18
Takeshi KIMURA
Director, Senior Executive Officer, General Manager, Healthcare Business Division and General Manager, Functional Materials Business Division
Apr 1982 Joined Mitsubishi Chemical Industries Ltd. (currently Mitsubishi Chemical Corporation) Jan 2018 Executive Officer, Mitsubishi Chemical Corporation Oct 2021 Joined the Company Apr 2022 Executive Officer Jun 2022 General Manager, Healthcare Business Division (current) Jun 2023 Director, Senior Executive Officer (current) Apr 2024 Director, Senior Executive Officer, General Manager, Functional Materials Business Division (current)
1959-10-26
Fumitomo NIMURA
Director
Apr 1972 Joined Shin Nippon Steel Corporation (currently Nippon Steel Corporation) Jun 2001 Director, Shin Nippon Steel Corporation Apr 2006 Managing Director, Shin Nippon Steel Corporation Jun 2006 Managing Executive Officer, Shin Nippon Steel Corporation Apr 2007 Senior Managing Executive Officer, Shin Nippon Steel Corporation Jun 2007 Representative Director, Executive Vice President, Shin Nippon Steel Corporation Apr 2009 Director, Shin Nippon Steel Corporation Jun 2009 Representative Director, President, Nippon Steel Chemical Co., Ltd. (currently Nippon Steel Chemical & Material Co., Ltd.) Jun 2013 Director, Senior Adviser, Nippon Steel Chemical & Material Co., Ltd. Apr 2014 Senior Adviser, Nippon Steel Chemical & Material Co., Ltd. Jun 2015 Outside Director, Tsukishima Kikai Co., Ltd. (currently Tsukishima Holdings Co., Ltd.) Jun 2015 Director of the Company (current)
1947-01-09
Hakaru MOMOSHIMA
Director
Apr 1981 Joined the Ministry of Finance Jul 1999 Director, Investigation Department, Tokyo National Tax Bureau Jul 2011 Deputy Director-General, Secretariat, National Tax Agency Jul 2012 Commissioner, Nagoya National Tax Bureau Apr 2015 President, Japan Mint (Independent Administrative Institution) Apr 2018 Deputy Director-General, Minister's Secretariat, Ministry of Finance Apr 2019 Professor, Faculty of Business Administration, Otemon Gakuin University Apr 2019 Senior Visiting Research Fellow, Policy Research Institute, Ministry of Finance (current) Jun 2019 Director of the Company (current) Jun 2020 Outside Audit & Supervisory Board Member, Sumitomo Riko Company Limited Mar 2021 Councilor, National Kyoto International Conference Hall Foundation (current) Jun 2022 Outside Director, Fuso Chemical Co., Ltd. (current) Apr 2025 Special Professor, Graduate School of Public Policy, Kyoto University (current) Visiting Professor, Otemon Gakuin University (current)
1958-12-20
Okiko MIYATA
Director
Apr 1975 Research Student, Laboratory of Biopharmaceutical Chemistry (currently Pharmaceutical Chemistry), Kobe Women's College of Pharmacy (currently Kobe Pharmaceutical University) Apr 2001 Associate Professor, Laboratory of Pharmaceutical Chemistry, Kobe Pharmaceutical University Apr 2007 Associate Professor, Laboratory of Pharmaceutical Chemistry, Kobe Pharmaceutical University Apr 2008 Professor, Laboratory of Pharmaceutical Chemistry, Kobe Pharmaceutical University Feb 2016 Visiting Professor, Graduate School of Science, Osaka City University (currently Osaka Metropolitan University) Apr 2016 Special Professor, Special Assistant to the President, Kobe Pharmaceutical University Apr 2019 President and Director, Kobe Pharmaceutical University Jun 2021 Director of the Company (current) Apr 2022 Professor Emeritus, Kobe Pharmaceutical University (current) Jun 2022 Chairperson, Kobe Pharmaceutical University (current)
1951-02-14
Shigetsugu FUJIYABU
Full-time Audit & Supervisory Board Member
Apr 1987 Joined Sanwa Bank, Ltd. (currently MUFG Bank, Ltd.) Jan 2011 Manager, Noda Branch, The Bank of Tokyo-Mitsubishi UFJ, Ltd. (currently MUFG Bank, Ltd.) Apr 2016 General Manager, Planning Department, Taisho Bank, Ltd. (currently Tokushima Taisho Bank, Ltd.) Jun 2018 Executive Officer, General Manager, Planning Department, Tokushima Taisho Bank, Ltd. Jan 2020 Deputy General Manager, Planning Department, Comprehensive Planning Headquarters, Tokushima Taisho Bank, Ltd. Mar 2020 Deputy General Manager, Osaka Branch Supervision Department, Sales Headquarters, Tokushima Taisho Bank, Ltd. Jun 2020 Full-time Audit & Supervisory Board Member of the Company (current)
1965-01-28
Yasushi SEGAWA
Audit & Supervisory Board Member
Apr 1978 Joined the Company Jun 2007 Director, General Manager, Matsuyama Plant, Production Engineering Headquarters Apr 2008 Director, General Manager, Production Engineering Department, Production Engineering Headquarters Nov 2008 Director, General Manager, Fine Chemicals Business Division Dec 2008 Director, General Manager, Fine Chemicals Business Division; President and Representative Director, Sanyo Fine Co., Ltd. Jun 2009 Full-time Audit & Supervisory Board Member of the Company Jun 2025 Audit & Supervisory Board Member of the Company (current)
1955-01-28
Yusaku AKASAKI
Outside Director (Audit and Supervisory Committee Member)
Dec 2008 Registered with Osaka Bar Association Dec 2008 Joined Chuo Sogo Law Office Jun 2018 Registered as attorney in New York State Apr 2021 Part-time Lecturer, Kyoto University Law School Jun 2022 Outside Director (Audit and Supervisory Committee Member), SPK Corporation (current) Sep 2022 Outside Director, Smart Value Co., Ltd. (current) Apr 2025 Special Professor, Kyoto University Law School (current) Jun 2026 Audit & Supervisory Board Member of the Company (current)
1983-01-20
Large Shareholding Reports
Fidelity Investment Trust Company, Limited
2026-06-08
6.49%→4.83%
Fidelity Investment Trust Company, Limited
2026-06-08
4.83%→3.77%
Fidelity Investment Trust Company, Limited
2026-06-08
7.56%→8.82%
Fidelity Investment Trust Company, Limited
2026-06-08
7.58%→6.46%
Fidelity Investment Trust Company, Limited
2026-06-08
6.46%→7.53%
Fidelity Investment Trust Company, Limited
2026-06-08
6.22%→7.56%
Fidelity Investment Trust Company, Limited
2026-06-08
5.15%
Fidelity Investment Trust Company, Limited
2026-06-08
8.25%→7.35%
Fidelity Investment Trust Company, Limited
2026-06-08
7.53%→6.49%
Fidelity Investment Trust Company, Limited
2026-06-08
7.54%→6.31%
Correction filing (name/detail fix only) — ratio carried over from the original filing
Fidelity Investment Trust Company, Limited
2026-06-08
9.78%→8.25%
Fidelity Investment Trust Company, Limited
2026-06-08
5.15%→6.22%
Mizuho Bank, Ltd.
2026-04-07
2.51%→2.51%
Annual report (as of 2026-03-31): 2.73%
Fidelity Investment Trust Company, Limited
2026-03-23
5.12%→4.08%
Fidelity Investment Trust Company, Limited
2025-09-22
6.31%→5.12%
Fidelity Investment Trust Company, Limited
2025-09-05
7.54%→6.31%
Disclosures
No disclosures
Primary Source Filings
TDnet
2026-08-07
Q1 Earnings Flash
FY ending Mar 2027
EDINET
2026-06-25
Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINETAmended
2026-06-08
Change Report
EDINETAmended
2026-06-08
Change Report
EDINETAmended
2026-06-08
Change Report
EDINETAmended
2026-06-08
Change Report
EDINETAmended
2026-06-08
Change Report
EDINETAmended
2026-06-08
Change Report
EDINETAmended
2026-06-08
Change Report
EDINET
2026-06-08
Large Shareholding Report
EDINETAmended
2026-06-08
Change Report
EDINETAmended
2026-06-08
Change Report
EDINETAmended
2026-06-08
Change Report
EDINETAmended
2026-06-08
Change Report
EDINET
2026-04-07
Large Shareholding Report
EDINET
2026-03-23
Large Shareholding Report
TDnet
2026-02-09
Q3 Earnings Flash
FY ending Mar 2026
EDINET
2025-11-10
Semi-Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINET
2025-09-22
Large Shareholding Report
EDINET
2025-09-05
Large Shareholding Report
TDnet
2025-08-08
Q1 Earnings Flash
FY ending Mar 2026
EDINET
2025-06-26
Annual Securities Report
Period: Apr 2024 – Mar 2025
TDnet
2025-02-10
Q3 Earnings Flash
FY ending Mar 2025
EDINET
2024-11-11
Semi-Annual Securities Report
Period: Apr 2024 – Mar 2025
TDnet
2024-08-09
Q1 Earnings Flash
FY ending Mar 2025
EDINET
2024-06-28
Annual Securities Report
Period: Apr 2023 – Mar 2024
EDINET
2024-02-13
Quarterly Securities Report
Period: Oct 2023 – Dec 2023
EDINET
2023-11-10
Quarterly Securities Report
Period: Jul 2023 – Sep 2023
EDINET
2023-08-09
Quarterly Securities Report
Period: Apr 2023 – Jun 2023
EDINET
2023-06-30
Annual Securities Report
Period: Apr 2022 – Mar 2023
Ask AI
I have this company's financials, ownership, and management on hand. Ask me anything from an M&A perspective.
End of Preview

Try the full product

Free demo (no time limit, up to 10 companies). Explore Comps, DCF, LBO, WACC on every screen. Excel export is on the paid plan.

Free Demo (No Time Limit, 10 Companies) →