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Denka Co Ltd (JP:4061)
:4061
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Denka Co (4061) AI Stock Analysis

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JP:4061

Denka Co

(4061)

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Neutral 56 (OpenAI - Gpt-5.6Sol)
Rating:56Neutral
Price Target:
¥3,508.00
▲(27.68% Upside)
Action:Reiterated
Date:05/30/26
The score is held back primarily by weak cash generation (negative free cash flow in most recent years) and a cyclical, uneven earnings history despite a 2026 rebound. Offsetting this, the technical setup is constructive with an uptrend across major moving averages, while valuation is middling with a relatively high P/E and only moderate dividend support.
Positive Factors
Diversified specialty materials
Exposure to multiple industrial and healthcare end markets reduces reliance on one customer cycle. Specialty materials can also support customer qualification, recurring orders, and functionality-based pricing over time.
Negative Factors
Persistent negative free cash flow
Repeated negative free cash flow limits internally funded growth and can increase reliance on debt or asset sales. It also suggests that capital spending, working capital, or weak cash conversion may remain a structural constraint.
Read all positive and negative factors
Positive Factors
Negative Factors
Diversified specialty materials
Exposure to multiple industrial and healthcare end markets reduces reliance on one customer cycle. Specialty materials can also support customer qualification, recurring orders, and functionality-based pricing over time.
Read all positive factors

Denka Co (4061) vs. iShares MSCI Japan ETF (EWJ)

Denka Co Business Overview & Revenue Model

Company Description
Denka Company Limited, a Tokyo, Japan-based entity founded in 1915, operates internationally as a manufacturer and supplier of a wide array of organic and inorganic materials, electronic components, and pharmaceutical products. Its Electronics & I...
How the Company Makes Money
Denka makes money primarily by manufacturing and selling chemical and materials products to business customers (B2B) across multiple end markets. Revenue is generated through: (1) Product sales: the core income source comes from selling proprietar...

Denka Co Financial Statement Overview

Summary
Earnings are improving in 2026 after a weak 2025, but the overall multi-year profile is cyclical with uneven revenue and margin volatility. The balance sheet is serviceable with moderate leverage, yet the key risk is persistently negative free cash flow in recent years (2023–2026), which constrains financial flexibility.
Income Statement
56
Neutral
Balance Sheet
63
Positive
Cash Flow
38
Negative
BreakdownTTMMar 2026Mar 2026Mar 2025Mar 2024Mar 2023
Income Statement
Total Revenue387.16B384.25B400.25B389.26B407.56B384.85B
Gross Profit103.08B94.26B87.04B84.98B104.59B109.46B
EBITDA55.95B52.63B12.87B43.09B42.79B59.44B
Net Income13.54B15.70B-12.30B11.95B12.77B26.01B
Balance Sheet
Total Assets698.79B681.01B655.52B616.24B592.16B557.65B
Cash, Cash Equivalents and Short-Term Investments37.00B35.27B37.00B35.39B20.20B20.21B
Total Debt237.88B221.71B221.88B178.03B172.68B139.43B
Total Liabilities361.93B342.18B347.23B299.33B291.81B265.55B
Stockholders Equity309.78B310.71B296.18B307.54B296.48B288.47B
Cash Flow
Free Cash Flow0.00-31.01B-40.13B-7.59B-29.86B5.28B
Operating Cash Flow0.0036.15B18.62B36.26B8.95B42.63B
Investing Cash Flow0.00-30.81B-52.63B-17.33B-28.27B-36.84B
Financing Cash Flow0.00-6.61B33.16B-4.53B18.36B-12.34B

Denka Co Technical Analysis

Technical Analysis Sentiment
Negative
Last Price2747.50
Price Trends
50DMA
3819.46
Negative
100DMA
3893.66
Negative
200DMA
3399.22
Positive
Market Momentum
MACD
-101.66
Negative
RSI
42.77
Neutral
STOCH
33.22
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4061, the sentiment is Negative. The current price of 2747.5 is below the 20-day moving average (MA) of 3489.90, below the 50-day MA of 3819.46, and below the 200-day MA of 3399.22, indicating a neutral trend. The MACD of -101.66 indicates Negative momentum. The RSI at 42.77 is Neutral, neither overbought nor oversold. The STOCH value of 33.22 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for JP:4061.

Denka Co Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
¥394.68B17.285.28%3.57%35.54%
75
Outperform
¥844.53B15.215.11%3.52%-0.63%15.92%
69
Neutral
¥11.78T23.3510.90%1.58%0.62%-2.72%
65
Neutral
¥910.94B8.646.28%2.51%-5.54%995.46%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
56
Neutral
¥292.83B21.695.26%3.71%-2.99%
56
Neutral
¥1.54T-38.920.66%2.60%-7.96%106.67%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:4061
Denka Co
3,406.00
1,246.23
57.70%
JP:4188
Mitsubishi Chemical Holdings
1,171.00
360.26
44.44%
JP:4063
Shin-Etsu Chemical Co
5,993.00
1,485.98
32.97%
JP:4005
Sumitomo Chemical Co
558.20
124.04
28.57%
JP:4042
Tosoh
2,663.50
430.37
19.27%
JP:4114
Nippon Shokubai Co., Ltd.
2,652.50
878.17
49.49%

Denka Co Corporate Events

Denka to Add Funds to Share-Based Remuneration Trust for Directors and Executives
Aug 7, 2026
Denka Company Limited will continue its share-based remuneration system for internal directors and executive officers by entrusting additional funds to an existing trust that acquires company shares for delivery as compensation. The move underscor...
Denka Books ¥4.8 Billion Extraordinary Loss as U.S. Elastomer Unit Stays Idle
Aug 7, 2026
Denka Company Limited has recognized an extraordinary loss of 4,844 million yen for the quarter ended June 30, 2026, tied mainly to labor and related costs for material removal at Denka Performance Elastomer LLC in the U.S. The subsidiary has opte...
Denka Raises Interim Profit Outlook Despite Lower Sales and U.S. Elastomer Exit
Aug 7, 2026
Denka has revised its consolidated forecast for the first half of the fiscal year ending March 31, 2027, lowering expected net sales from ¥210 billion to ¥205 billion but raising operating profit from ¥12 billion to ¥17 billion...
Denka Accelerates AI Materials Expansion With New Plant and Rising Demand
Aug 7, 2026
Denka reported steady progress in its AI-focused materials line, with soft-type SNECTON moving toward de facto standard status in the latest M9-grade and favorable evaluations for the next-generation M10-grade. The company has completed a dedicate...
Denka Q1 Profit Surges on Higher Sales as First-Half Outlook Raised
Aug 7, 2026
Denka Co., Ltd., a Tokyo-listed chemical manufacturer operating under Japanese GAAP, reported consolidated net sales of ¥96.98 billion for the first quarter of the fiscal year ending March 31, 2027, a 3.1% increase year on year. Operating pro...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: May 30, 2026