SODA NIKKA CO., LTD.
8158・Prime Market・Wholesale Trade
Chemical Products Business
Core segment of Soda Nikka. Functions as a specialized chemical trading company supplying inorganic and organic chemicals to diverse industries.
| Period | Current | Previous | Change |
|---|---|---|---|
| Net Sales | ¥44,319 million (FY2026, ending March 2026) | ¥43,402 million (FY2025, ended March 2025) | ↑ |
| Segment Profit (Operating Income) | ¥3,942 million (FY2026, ending March 2026) | ¥3,752 million (FY2025, ended March 2025) | ↑ |
| Share of Consolidated Net Sales | 66.5% (FY2026, ending March 2026) | 66.6% (FY2025, ended March 2025) | — |
| Net Sales YoY Change | +¥916 million (+2.1%) | — | ↑ |
| Segment Profit YoY Change | +¥190 million (+5.1%) | — | ↑ |
Business Details
Handles soda products, secondary soda products, ammonia-based products, other inorganic chemicals, chlorine/fluorine/petroleum-based solvents, petrochemical products, and organic fine chemicals for a wide range of markets including chemicals, pulp and paper, food and detergents, and government agencies. As the core business accounting for approximately 66.5% of consolidated net sales, expansion of supply capacity through enhanced chemical storage facilities has contributed to revenue growth. Customers are centered on domestic manufacturers, capturing broad demand including electronics, chemicals, and water treatment for municipalities.
Recent Overview
Net sales and profit both increased on new order intake for inorganic and organic chemicals.
In the Chemical Products Business for FY2026 (ending March 2026), net sales reached ¥44,319 million (up 2.1% year on year) and segment profit reached ¥3,942 million (up 5.1% year on year). In Other Inorganic Chemicals, new orders for water treatment agents for municipalities contributed to growth, while in Organic Chemicals, new fine chemical orders and increased surfactant demand contributed. On the other hand, transactions for caustic soda and soda ash for the chemical industry decreased. Demand from machinery-related industries, affected by US tariff policy, trended weakly.
Key Products
Growth Drivers
- Expanded supply capacity and improved utilization rates through enhancement of chemical storage facilities
- Growing demand for caustic soda and hydrochloric acid from the electronics industry
- Expansion of new orders from municipalities for water treatment applications (aluminum compounds and iron compounds)
- Acquisition of new orders for fine chemicals for electronic materials
- Growth in contracted business for daily necessities-related products
Risks
- Sluggish production activity in domestic manufacturing (machinery-related industries, etc.) due to the impact of US tariff policy
- Declining market share and transactions in caustic soda and soda ash for the chemical industry
- Risk of customer inventory adjustments in fluorine-based solvents and other products
- Suppressed customer purchasing due to prolonged domestic price increases
- Risk of rising procurement costs due to raw material shortages and higher crude oil prices stemming from Middle East tensions
Last updated: June 22, 2026