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Shinagawa Refractories Co., Ltd. (JP:5351)
:5351
Japanese Market
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Shinagawa Refractories Co., Ltd. (5351) Price & Analysis

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5351 Stock Chart & Stats

¥2115.00
-¥18.00(-1.04%)
At close: 4:00 PM EST
¥2115.00
-¥18.00(-1.04%)

Bulls Say, Bears Say

Bulls Say
Recurring Consumable RevenueShinagawa sells refractory consumables that wear with heat and use, creating recurring replacement demand tied to customer production and maintenance cycles. This durable consumable model yields predictable aftermarket revenue, enhances customer stickiness when bundled with installation services, and supports long-term revenue visibility across cycles.
Strong Multi-year Revenue GrowthSustained revenue growth from 99.97B to 177.74B over five years, including a 19.7% jump in 2026, reflects durable market demand and successful commercial execution. Persistent top-line expansion supports scale economics, investment in product and service capabilities, and improves the company's ability to fund R&D and capital projects over the medium term.
Improved Equity BaseA rising equity base (60.17B to 106.94B) provides a stronger capital buffer and financial flexibility. Over time this improves resilience to cyclical downturns, supports capital expenditure and service investments, and reduces reliance on external financing, enabling more stable strategic execution across 2-6 month to multi-year horizons.
Bears Say
Margin And Earnings VolatilityEarnings and margin swings, including a notable jump in 2026, indicate underlying volatility in profitability. Such uneven margins reduce predictability of operating performance, complicate budgeting and capital allocation, and suggest exposure to input-cost swings, project timing or one-off items that could persist across medium-term planning horizons.
Inconsistent Free Cash FlowWhile operating cash flow has grown, free cash flow has been uneven—falling in 2023 and to 4.19B in 2026 from 7.26B in 2025. Variable FCF suggests working-capital or investment timing risk, which can constrain sustained capex, dividend plans, or debt reduction during weaker periods and limits steadier financial policy execution.
Leverage SwingsEpisodic increases in total debt (notably to 61.92B in 2025) point to periods of higher leverage and balance-sheet risk. Such swings can reduce strategic flexibility, increase interest or refinancing exposure, and create covenant or liquidity pressures during downturns, making capital structure stability a medium-term monitoring item.

Shinagawa Refractories Co., Ltd. News

5351 FAQ

What was Shinagawa Refractories Co., Ltd.’s price range in the past 12 months?
Shinagawa Refractories Co., Ltd. lowest stock price was ¥1608.00 and its highest was ¥2507.00 in the past 12 months.
    What is Shinagawa Refractories Co., Ltd.’s market cap?
    Shinagawa Refractories Co., Ltd.’s market cap is ¥88.16B.
      When is Shinagawa Refractories Co., Ltd.’s upcoming earnings report date?
      Shinagawa Refractories Co., Ltd.’s upcoming earnings report date is Jul 30, 2026 which is in 46 days.
        How were Shinagawa Refractories Co., Ltd.’s earnings last quarter?
        Shinagawa Refractories Co., Ltd. released its earnings results on May 15, 2026. The company reported -¥85.84 earnings per share for the quarter, missing the consensus estimate of N/A by -¥85.84.
          Is Shinagawa Refractories Co., Ltd. overvalued?
          According to Wall Street analysts Shinagawa Refractories Co., Ltd.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Shinagawa Refractories Co., Ltd. pay dividends?
            Shinagawa Refractories Co., Ltd. pays a Semiannually dividend of ¥45 which represents an annual dividend yield of 4.28%. See more information on Shinagawa Refractories Co., Ltd. dividends here
              What is Shinagawa Refractories Co., Ltd.’s EPS estimate?
              Shinagawa Refractories Co., Ltd.’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Shinagawa Refractories Co., Ltd. have?
              Shinagawa Refractories Co., Ltd. has 47,146,830 shares outstanding.
                What happened to Shinagawa Refractories Co., Ltd.’s price movement after its last earnings report?
                Shinagawa Refractories Co., Ltd. reported an EPS of -¥85.84 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went down -1.698%.
                  Which hedge fund is a major shareholder of Shinagawa Refractories Co., Ltd.?
                  Currently, no hedge funds are holding shares in JP:5351
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Shinagawa Refractories Co., Ltd.

                    Established in Tokyo, Japan, in 1875, Shinagawa Refractories Co., Ltd. is a prominent manufacturer and supplier of a wide array of high-temperature resistant materials. Their extensive product catalog includes various shaped refractory bricks, such as basic, carbon-containing, fire clay, high alumina, silicon carbide, and silica varieties. They also offer monolithic refractories like castable and gunning compounds, precast forms, plastic and ramming mixtures, and refractory mortars. The company provides specialized functional products, including slide gate plate bricks, submerged entry nozzles, monoblock stoppers, ladle shrouds, Eddy current level meters, and mold powder designed for continuous casting processes. Beyond traditional refractories, Shinagawa also produces ceramic fiber in diverse formats such as modules, preformed shapes, insulating boards, sheets, and gaskets. Their advanced fine ceramics, encompassing high-precision large-sized parts made from materials like alumina, zirconia, silicon carbide, a-Sialon, and porous ceramics, are crucial for the liquid crystal and semiconductor manufacturing sectors. Additionally, their offerings extend to multifunctional absorbents, desiccants, inorganic heat-resistant paints, and adhesives, along with other related items. Complementing their manufacturing expertise, the company specializes in the design, installation, and ongoing maintenance of various industrial furnaces and kilns. These robust solutions serve critical industries globally, including steel, cement, glass, chemical, and waste disposal. Shinagawa Refractories maintains a significant international presence, exporting its specialized engineering and refractory products to approximately 50 nations.

                    Shinagawa Refractories Co., Ltd. (5351) Earnings & Revenues

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