Company Profile

Resonac Holdings Corporation

4004 · TSE
Industry
Electronic Materials
Exchange
TSE
Price at Publication
¥12,125
Jul 31, 2026 close
Fair Buy
≤ ¥7,200
Margin-of-safety entry
Baillie Growth Score
40/100
Weak
Intrinsic Value · Three-Tier Range Price at publication ¥12,125 · Within the fair intrinsic-value range

Composite valuation range · conservative ¥6,400–¥7,200 / fair ¥10,200–¥13,800 / optimistic ¥21,000–¥23,000. At the publication price of ¥12,125 (Jul 31, 2026), Within the fair intrinsic-value range.

About the company

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Background

History

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Industry position

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Research on this stock
40/100 Hold Resonac Holdings: 99.3% of Core Operating Profit Now Comes From Semiconductor Materials, but at ¥12,125 the Pre-Spin Package Offers No Discount to Conservative Value Resonac Holdings is a diversified Japanese materials group whose semiconductor and electronic materials segment, supplying die-bonding films, epoxy molding compounds and copper-clad laminates for advanced chip packaging alongside front-end CMP slurries, produced 99.3% of FY2025 core operating profit on 37.6% of consolidated sales. FY2025 core operating profit rose 18.4% to ¥109.1 billion while reported operating profit fell 47.6% to ¥46.7 billion, and FY2026 guidance for ¥140 billion core and ¥105 billion reported depends on narrowing that ¥62.5 billion gap to ¥35 billion. Rating Hold: at ¥12,125 the pre-spin package, one Resonac share plus the entitlement to one Crasus Chemical share, sits inside the ¥10,200 to ¥13,800 fair zone with no discount to conservative value. Resonac Holdings Corporation4004 · TSEElectronic MaterialsJul 31, 2026