Tri Chemical Sets New Three-Year Plan on Strong Semiconductor Demand

Tri Chemical Laboratories Inc. ( (JP:4369) ) has issued an announcement.

Tri Chemical Laboratories has unveiled a new medium-term management plan covering the period from the fiscal year ending January 2027 through January 2029, targeting steady growth in sales and profits on the back of robust demand for advanced semiconductors driven by generative AI and data center investment. The plan forecasts net sales rising from ¥27.0 billion to ¥31.7 billion and operating profit increasing from ¥6.0 billion to ¥8.65 billion over the period, while ordinary profit is expected to temporarily lag due to weaker contributions from equity-method affiliates in Korea and China.

Management aims to sustain its growth trajectory by reinforcing development and production capabilities, leveraging the newly completed Minami-Alps Plant and recently established joint ventures to expand manufacturing capacity and competitiveness in key Asian markets. Despite anticipated profit headwinds from soaring raw material costs and upfront expenses at overseas affiliates, the company expects record-level core operations to support higher earnings over time, though dividend levels beyond the current year remain undecided.

The most recent analyst rating on (JP:4369) stock is a Buy with a Yen3746.00 price target. To see the full list of analyst forecasts on Tri Chemical Laboratories Inc. stock, see the JP:4369 Stock Forecast page.

More about Tri Chemical Laboratories Inc.

Tri Chemical Laboratories Inc., listed on the Tokyo Stock Exchange Prime Market, develops and manufactures chemical materials used primarily in the semiconductor industry. The company focuses on supplying advanced materials for leading-edge logic and memory chips, serving global semiconductor manufacturers and data center-related demand, with recent investments in new plants and joint ventures in Korea and China to bolster its production and market reach.

The group has enhanced productivity through the completion of its Minami-Alps Plant and strengthened production, quality, and safety management systems to support growing semiconductor demand. It has also set up a local joint venture in China to increase competitiveness in that market, while a Korean joint venture contributes to its presence in key regional supply chains, despite recent margin pressure from higher raw material costs and pricing.

Average Trading Volume: 585,701

Technical Sentiment Signal: Strong Buy

Current Market Cap: Yen101.7B

For an in-depth examination of 4369 stock, go to TipRanks’ Overview page.