Overview
Chemicals

Toyo Gosei Co.,Ltd.

Toyo Gosei Co., Ltd. is a specialty chemical manufacturer focused on ultra-high purity photosensitive materials and fine chemicals, serving the semiconductor and electronics industries. The company leverages proprietary molecular design and mass production technologies to supply key materials for smart technology applications, positioning itself as a global niche leader in its core product categories. In addition to its manufacturing operations, the company operates a logistics business through its chemical storage and distribution facilities.

Market Cap
¥68.7B
US$438M
EV
¥89.5B
US$571M
Stock¥8,650▲+0.23%
US$1 = ¥156.80 (2026-10-23)
LTM EV/EBITDA
8.7
x
LTM EV/EBIT
17.2
x
LTM PER
18.2
x
LTM PBR
2.4
x
Stock vs TOPIX (1Y, base=100)vs TOPIX ▲+2.1%pt
10012
Oct 24, 25 – Oct 23, 26StockTOPIX
1Aug 10, 26Q1 FY2027/03 earnings announced
2Oct 15, 26CoreWeave Shock triggers semiconductor stock selloff; Nikkei falls 3318 yen
MC → EV Bridge
68.7BUS$438MMarket Cap25.8BUS$165M+ Debt3.73BUS$23.8M− Cash1.22BUS$7.77M− Inv. Sec.89.5BUS$571MEV
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Performance & Balance
Revenue 5Y (¥B)
33.1US$211M'22/334.2US$218M'23/332.0US$204M'24/338.7US$247M'25/342.0US$268M'26/3
EBITDA 5Y (¥B)
7.20US$45.9M'22/37.77US$49.5M'23/36.41US$40.9M'24/37.82US$49.9M'25/38.75US$55.8M'26/3
Net Income 5Y (¥B)
3.46US$22.0M'22/33.83US$24.4M'23/32.40US$15.3M'24/33.28US$20.9M'25/32.69US$17.2M'26/3
Capital Structure
53%
47%
EquityD/E 0.90xDebt
Liquidity vs Debt 5Y (¥B)▼ Net Debt
CashInv. Sec.Debt
3.90US$24.9M18.4US$117M'22/33.51US$22.4M18.5US$118M'23/34.05US$25.8M22.6US$144M'24/34.07US$26.0M28.6US$182M'25/34.90US$31.3M27.1US$173M'26/3
Shareholders
Top 10 hold 54.7%
1
Arihito KIMURA
13.79%
2
Custody Bank of Japan, Ltd. (Trust Account)
10.91%
3
Airi KIMURA
7.35%
4
The Master Trust Bank of Japan, Ltd. (Trust Account)
3.95%
5
The Chiba Bank,Ltd.
3.76%
6
Kiraboshi Bank, Ltd.
3.75%
7
STATE STREET BANK AND TRUST COMPANY 505025 (Standing Proxy: Mizuho Bank, Ltd.)
3.54%
8
Masako KIMURA
2.59%
9
TG Holdings Co., Ltd.
2.52%
10
Toyo Gosei Memorial Foundation
2.52%
Management
9 officers
Arihito KIMURA
Representative Director, President
Apr 2001 Joined NEC Corporation Apr 2003 Joined the Company Apr 2006 General Manager, Corporate Planning Department Jun 2007 Director, General Manager, Corporate Planning Department Jun 2008 Managing Director, General Manager, Corporate Planning Department Jun 2010 Managing Director, General Manager, Photosensitive Materials Division Feb 2011 Managing Director, General Manager, Photosensitive Materials Division; concurrently General Manager, Energy Business Department Jun 2012 Representative Director, President (current) Mar 2015 Councilor, Toyo Gosei Memorial Foundation Jan 2018 Chairman, Toyo Gosei Memorial Foundation (current)
1976-01-19
Akira DEKI
Managing Director, General Manager, Specialty Chemicals Division
Apr 1976 Joined Procter & Gamble Japan K.K. (now P&G Japan G.K.) Sep 1994 Plant Manager, Shiga Plant, same company May 2000 Product Supply Manager, same company Jul 2008 Joined the Company; General Manager, Procurement Department Jun 2010 Director, General Manager, Procurement Department Jan 2016 Director, General Manager, Specialty Chemicals Division Jun 2016 Managing Director, General Manager, Specialty Chemicals Division (current)
1953-01-25
Satomi HIRASAWA
Director, General Manager, Photosensitive Materials Division
Apr 1988 Joined NEC Corporation Oct 1997 Joined Ball Semiconductor Inc. Apr 2000 Joined STMicroelectronics Inc. Sep 2001 Joined EKC Technology, Inc. (now DuPont Specialty Products K.K.) Sep 2006 Regional Marketing Product Manager, Asia Pacific, same company Oct 2013 Joined the Company Jul 2014 Executive Officer, General Manager, Photosensitive Materials Division Jun 2017 Director, General Manager, Photosensitive Materials Division (current)
1965-06-15
Natsuo WATASE
Director, General Manager, Corporate Planning Department
Apr 1985 Joined Hoechst Japan Ltd. (now Sanofi K.K.) Apr 1997 Seconded to Clariant Corporation (U.S.), Global Product Manager Oct 2003 Seconded to Clariant Taiwan Co., Ltd. (now Clariant Specialty Chemicals (Taiwan) Co., Ltd.), Head of Electronic Materials Division and Plant Manager, Hsinchu Plant Oct 2004 Vice President, AZ Electronic Materials (now Merck KGaA) Jun 2012 President, Calgon Carbon Japan K.K. Dec 2016 Joined the Company as Advisor Jun 2017 Executive Officer, Deputy General Manager, Specialty Chemicals Division; General Manager, Specialty Chemicals Business Planning Department Jun 2018 Director, Deputy General Manager, Specialty Chemicals Division; General Manager, Specialty Chemicals Business Planning Department Jul 2018 Director, General Manager, Corporate Planning Department (current)
1961-07-25
Tokio MATSUO
Director
Apr 1980 Joined Asahi Glass Co., Ltd. (now AGC Inc.) Jan 2006 General Manager, Engineering Center, same company Jan 2010 Executive Officer, General Manager, CSR Office, same company Managing Director, Asahi Glass Foundation (now The Asahi Glass Foundation) Mar 2016 Advisor, Nippon Carbide Industries Co., Inc. Jun 2016 Representative Director, President and Executive Officer, same company Jun 2020 Advisor, same company Jun 2021 Director of the Company (current) Jun 2021 Outside Director, Nippon Suisan Kaisha, Ltd. (now Nissui Corporation) (scheduled to retire Jun 2026) Mar 2023 Outside Director, Nihon Techno Co., Ltd. (current)
1957-04-26
Shigeo KOSHIYAMA
Director
Apr 1980 Joined DuPont Far East Japan Branch (now DuPont K.K.) Sep 2005 Representative Vice President, Hitachi Chemical DuPont Microsystems Ltd. (now HD MicroSystems, Ltd.) Apr 2009 Managing Director, DuPont Shinto Automotive Systems K.K. (now Shinto Axalta Coating Systems, Ltd.) Jun 2013 Full-time Corporate Auditor, Toray DuPont Co., Ltd. May 2016 Part-time Corporate Auditor, G-Foot Co., Ltd. Jun 2016 Corporate Auditor of the Company Jun 2026 Director of the Company (current)
1957-09-03
Toru GOTO
Standing Corporate Auditor
Apr 1983 Joined Nippon Mining Co., Ltd. (now ENEOS Corporation) Jul 2012 Seconded to ENEOS Frontier Corporation (now ENEOS Mobility Corporation), General Manager, Accounting and Finance Department Feb 2014 Seconded to Ulsan Aromatics Co., Ltd., Vice President and CFO Apr 2017 Seconded to Sunallomer Ltd., General Manager, CSR Division and CCQO Apr 2018 Representative Director, Vice President and General Manager, Management Administration Division, same company Jun 2023 Corporate Auditor of the Company (current)
1959-02-01
Toshiharu KAMII
Part-time Corporate Auditor
Apr 1987 Joined Tokai Carbon Co., Ltd. Feb 2003 Seconded to Tokai Carbon U.S.A., Inc., Vice President Mar 2010 General Manager, Shonan Plant and Chigasaki Plant, Tokai Carbon Co., Ltd. Mar 2015 Executive Officer, General Manager, Tanoura Plant and Tanoura Research Laboratory, same company Mar 2016 Executive Officer, seconded to Oriental Sangyo Co., Ltd., Representative Director, President Jul 2017 Executive Officer, General Manager, Corporate Division, Roland DG Corporation Mar 2019 Director, same company Mar 2022 Director, Managing Executive Officer, same company Jan 2025 Vice President, CSO, Network Communications Co., Ltd. (current) Jun 2025 Corporate Auditor of the Company (current)
1963-03-11
Naokazu HASEGAWA
Part-time Corporate Auditor
Mar 1986 Joined Dydo Drinco Inc. Jan 2011 General Manager, Corporate Planning Department, same company Nov 2011 General Manager, Corporate Planning Department and General Manager, Market Development Department, same company Jun 2012 General Manager, Corporate Planning Department and General Manager, Overseas Business Department, same company Mar 2013 Executive Officer, General Manager, Business Strategy Division, same company Jan 2014 Executive Officer, General Manager, Corporate Communications Division, same company Jan 2019 Director and Executive Officer, General Manager, Corporate Communications Department, same company Apr 2023 Standing Corporate Auditor, Dydo Group Holdings, Inc. (current) Jun 2026 Corporate Auditor of the Company (current)
1963-12-22
Large Shareholding Reports
Fidelity Management & Research Japan Limited
2026-07-23
3.77%
FMR LLC
2026-06-23
6.03%→4.86%
Correction filing (name/detail fix only) — ratio carried over from the original filing
FMR LLC
2026-06-23
—
Fidelity Management & Research Japan Limited
2026-06-23
4.16%→4.67%
Fidelity Management & Research Japan Limited
2026-06-23
4.67%→3.81%
FMR LLC
2026-06-09
5.06%
Correction filing (name/detail fix only) — ratio carried over from the original filing
Fidelity Management & Research Japan Limited
2026-06-09
4.16%
FMR LLC
2026-05-22
6.03%→4.86%
Allianz Global Investors Asia Pacific Limited
2026-03-18
5.45%→4.28%
FMR LLC
2026-02-20
5.06%→6.03%
FMR LLC
2025-11-21
5.06%
Disclosures
No disclosures
Primary Source Filings
TDnet
2026-08-07
Q1 Earnings Flash
FY ending Mar 2027
EDINET
2026-07-23
Large Shareholding Report
EDINET
2026-06-23
Large Shareholding Report
EDINETAmended
2026-06-23
Change Report
EDINETAmended
2026-06-23
Change Report
EDINET
2026-06-23
Annual Securities Report
Period: Apr 2025 – Mar 2026
EDINET
2026-06-23
Large Shareholding Report
EDINETAmended
2026-06-09
Change Report
EDINET
2026-06-09
Large Shareholding Report
EDINET
2026-05-22
Large Shareholding Report
EDINET
2026-03-18
Large Shareholding Report
EDINET
2026-02-20
Large Shareholding Report
TDnet
2026-02-06
Q3 Earnings Flash
FY ending Mar 2026
EDINET
2025-11-21
Large Shareholding Report
EDINET
2025-11-10
Semi-Annual Securities Report
Period: Apr 2025 – Mar 2026
TDnet
2025-08-08
Q1 Earnings Flash
FY ending Mar 2026
EDINET
2025-06-23
Annual Securities Report
Period: Apr 2024 – Mar 2025
TDnet
2025-02-07
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
EDINETAmended
2024-07-17
Amended Annual Securities Report
Period: Apr 2023 – Mar 2024
EDINET
2024-06-26
Annual Securities Report
Period: Apr 2023 – Mar 2024
EDINET
2024-02-13
Quarterly Securities Report
Period: Oct 2023 – Dec 2023
EDINET
2023-11-13
Quarterly Securities Report
Period: Jul 2023 – Sep 2023
EDINET
2023-08-10
Quarterly Securities Report
Period: Apr 2023 – Jun 2023
EDINET
2023-06-26
Annual Securities Report
Period: Apr 2022 – Mar 2023
EDINET
2023-02-13
Quarterly Securities Report
Period: Oct 2022 – Dec 2022
EDINET
2022-11-10
Quarterly Securities Report
EDINET
2022-08-10
Quarterly Securities Report
EDINET
2022-06-27
Annual Securities Report
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