| Fiscal Month | 12月 |
|---|---|
| Established | 1948.3 |
| Listed | 1990.10 |
| Headquarters | 104-0031 東京都中央区京橋1-3-1 八重洲口大栄ビル |
| Phone | 03-3242-0520 |
| Employees | <25.12>連315名 単287名(41.2歳) [年]821万円 |
| URL | https://www.isechem.co.jp/ |
| Bank | 三菱U,みずほ |
| Supplier | AGC,三菱商事 |
| Customer | AGC,JFEミネラル,三菱商事 |
| Business Segments | ヨウ素・天然ガス88(27),金属化合物12(0)【海外】48 <25.12> |
| Foreign Ownership | 2.8% |
| Floating Shares | 19.5% |
| Investment Fund | 0.5% |
| Specific Shares | 66.3% |
| Market Cap Ranking | 化学 時価総額順位 37/140社 |
ヨウ素で国内首位、併産物に天然ガス。2次電池向けコバルト、ニッケルなど金属化合物併営
特色【反落】ヨウ素市況は堅調続く。医療用など需要は増加も、一部顧客向け出荷減が影響。塩化ニッケルは原料高で採算悪化、人件費や償却費増重く営業益反落。27年12月期はヨウ素市況堅調、米国始動も貢献。
【抽出権】米国Select社と油田かん水資源からヨウ素抽出と商業化に関する契約締結。7月に設備を建設、27年中稼働目標。ヨウ素の高収率抽出技術の開発を推進。
【営業利益率】24.2%(+4.9pt)
3期平均19.3%増益率70.3%
【四半期進捗率】3期平均47.3%
今期51.7%(+4.4pt)
業績・指標・配当
| Period | Type | Revenue(M¥) | Op.Profit(M¥) | Net Income(M¥) | Op.Margin(%) | Net Margin(%) | EPS(¥) | Div(¥) |
|---|---|---|---|---|---|---|---|---|
| 会26.12予 | Fcst | 38,000 | 8,000 | 5,400 | 21.1% | 14.2% | -- | (26.2.5発表) |
| 連21.12* | Act | 20,354 | 2,709 | 1,773 | 13.3% | 8.7% | 34.8 | 12 |
| 連22.12* | Act | 25,564 (+25.6%) | 3,756 (+38.6%) | 2,562 (+44.5%) | 14.7% | 10.0% | 50.3 (+44.5%) | 18.5 (+54.2%) |
| 連23.12* | Act | 26,413 (+3.3%) | 5,296 (+41.0%) | 3,672 (+43.3%) | 20.1% | 13.9% | 72 (+43.1%) | 27 (+45.9%) |
| 連24.12* | Act | 33,287 (+26.0%) | 7,659 (+44.6%) | 5,071 (+38.1%) | 23.0% | 15.2% | 99.5 (+38.2%) | 36 (+33.3%) |
| 連25.12* | Act | 39,258 (+17.9%) | 9,484 (+23.8%) | 6,498 (+28.1%) | 24.2% | 16.6% | 127.5 (+28.1%) | 39 (+8.3%) |
| 連26.12予 | Fcst | 38,000 (-3.2%) | 8,000 (-15.6%) | 5,400 (-16.9%) | 21.1% | 14.2% | 106 (-16.9%) | 40 (+2.6%) |
| 連26.1~6 | Int | 19,237 | 4,136 | 2,823 | 21.5% | 14.7% | 55.4 | 20 |
| 連27.12予 | Fcst | 40,000 (+1.9%) | 8,500 (-10.4%) | 5,750 (-11.5%) | 21.2% | 14.4% | 112.8 (-11.5%) | 40~43 (+10266.7%) |
| 連27.1~6予 | Fcst,Int | 20,000 (+4.0%) | 4,300 (+4.0%) | 2,900 (+2.7%) | 21.5% | 14.5% | 56.9 (+2.7%) | 20 (0.0%) |
| Period | 連25.12 |
|---|---|
| Total Assets (M¥) | 51,622 |
| Equity (M¥) | 41,941 |
| Equity Ratio | 81.2% |
| Capital (M¥) | 3,599 |
| Retained Earnings (M¥) | 33,900 |
| Interest Bearing Debt (M¥) | 500 |
| ROE | 17.2% 予12.9% |
| ROA | 12.7% 予10.5% |
| Operating CF (M¥) | 7,528 |
| Investing CF (M¥) | -6,692 |
| Financing CF (M¥) | -2,023 |
| Cash (M¥) | 4,503 |
| CapEx | 3,329 予4000 |
| Depreciation | 2,046 予2600 |
| R&D Expense | 370 予・・ |
| BPS (¥) | 786.3 / - |
| Period | Amount | Forecast |
|---|---|---|
| 24.12 | 200 | |
| 25.12 | 200 | |
| 25.6 | 190 | |
| 26.12予 | 20 | Yes |
| 26.6 | 20 | |
| 27.12予 | 20~23 | Yes |
| 27.6予 | 20 | Yes |
株主・役員構成
| Name | Shares (Ratio) |
|---|---|
| AGC | 2,692(52.4) |
| 三菱商事 | 372(7.2) |
| (株)萬富 | 141(2.7) |
| 合同資源 | 40(0.7) |
| 自社(自己株口) | 39(0.7) |
| JPMSE・Lux・UBS(ロンドン)ブランチEC | 29(0.5) |
| 日本マスター信託口 | 23(0.4) |
| 山内正義 | 18(0.3) |
| SMBC日興証券 | 17(0.3) |
| 神村盛宜 | 17(0.3) |
| Title | Name | Outside |
|---|---|---|
| 取締 | 粕谷 俊郎 | |
| 取締 | 八巻 竜太郎 | |
| 取締 | 柴田 堅太郎 | * |
| 取締 | 救仁郷 豊 | * |
| 取締 | 副島 大資 | * |
| 取締 | 山口 泰二 | |
| 常勤監査 | 原 和弘 | |
| 監査 | 小山 敦 | * |
| 監査 | 達脇 恵子 | * |
| 監査 | 垣内 良 | * |
保存済みの書類で「読む」を押すと、ここに PDF を表示します。
この銘柄のEDINETレポートが見つかりませんでした。