SAKAI CHEMICAL INDUSTRY CO., LTD.
4078・Prime Market・Chemicals
Electronic Materials
Core growth business of Sakai Chemical achieving increased revenue and profit driven by strong demand for AI servers and automotive applications.
| Period | Current | Previous | Change |
|---|---|---|---|
| Net Sales (External Customers) | ¥11,377 million (full year FY2026, ending March 2026) | ¥10,014 million (full year FY2025, ended March 2025) | ↑ |
| Operating Profit | ¥1,816 million (full year FY2026, ending March 2026) | ¥1,493 million (full year FY2025, ended March 2025) | ↑ |
| Segment Assets | ¥15,788 million (end of FY2026, ending March 2026) | ¥13,716 million (end of FY2025, ended March 2025) | ↑ |
| Depreciation and Amortization | ¥860 million (full year FY2026, ending March 2026) | ¥776 million (full year FY2025, ended March 2025) | ↑ |
| Increase in Tangible and Intangible Assets | ¥971 million (full year FY2026, ending March 2026) | ¥1,837 million (full year FY2025, ended March 2025) | ↓ |
| YoY Change in Net Sales | +13.6% (FY2026, ending March 2026) | — | ↑ |
| YoY Change in Operating Profit | +21.7% (FY2026, ending March 2026) | — | ↑ |
Business Details
A growth business segment that manufactures and sells High-Purity Dielectric Powder, Dielectric (for MLCC), and related products. Dielectric materials and dielectric products for multilayer ceramic capacitors (MLCC) are the mainstay products, supplied domestically and internationally for automotive, AI server, and consumer electronics applications. Under the medium-term management plan 'Transformation, BEYOND2030,' this segment is positioned as a strategic core business aiming to grow beyond market growth by expanding share in high-end and mid-end products.
Recent Overview
Achieved a 13.6% increase in revenue and a 21.7% increase in operating profit, driven by strong AI server and automotive demand.
In FY2026 (ending March 2026), Dielectric (for MLCC) saw increases in both revenue and profit due to strong performance in AI server-related and automotive applications. Dielectric Materials also performed favorably overall, despite a temporary shipment adjustment from one customer, resulting in increased revenue and profit for both product lines. Net sales were ¥11,377 million (up 13.6% year-on-year), and operating profit was ¥1,816 million (up 21.7% year-on-year), with segment assets also expanding to ¥15,788 million.
Key Products
Growth Drivers
- Continued expansion of demand for AI server-related dielectric and dielectric materials
- Strong trend in automotive MLCC demand
- Strategy to expand share in high-end and mid-end products under the medium-term management plan
- Improved profitability through the penetration of price revisions (both dielectric and dielectric materials)
- Overseas expansion through the global sales network (Sakai Trading Co., Ltd., SAKAI TRADING NEW YORK INC., etc.)
Risks
- Risk of demand fluctuation due to temporary shipment adjustments by customers
- Risk of spillover to the MLCC market due to uncertainty and slowdown in the Chinese economy
- Risk of renewed slowdown in the automotive-related market (recurrence of sluggish shipment movement)
- Impact on the supply chain and demand from trade policy changes such as reciprocal tariffs
- Increasing difficulty in maintaining high-end product share due to intensifying price competition with competitors
- Risk of rising manufacturing costs due to higher raw material and fuel prices and yen depreciation
Last updated: June 24, 2026