Tosoh, JP3595200001

SMBC Nikko cuts Tosoh stock target to JPY 2,500.00

Published on 10/20/2026 at 21:21 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Tosoh revenue growth reached 11.80 percent in the June quarter. Tosoh stock costs EUR 14.60 on October 20, 2026, up 1.39 percent versus the Tradegate close.

Analyst target and reporting date

SMBC Nikko Securities cut its Tosoh target to JPY 2,500.00 from JPY 2,600.00 on October 5, 2026.
Quarterly revenue growth reached 11.80 percent for the quarter ended June 30, 2026.
Tosoh stock costs EUR 14.60 at Lang & Schwarz on October 20, 2026 at 9:15 p.m. CEST, 1.39 percent above the Tradegate close of EUR 14.40 on October 16, 2026.
The next earnings date is November 5, 2026.

Tosoh, JP3595200001, Illustration mit AI erstellt.

Tosoh Corporation (ISIN JP3595200001) faces a lower analyst valuation after SMBC Nikko Securities cut its target to JPY 2,500.00 from JPY 2,600.00 on October 5, 2026, as reported by TradingView. The target was JPY 65.50 below Tosoh's Tokyo price of JPY 2,565.50 on October 20, 2026. Tosoh stock was trading at EUR 14.60 at Lang & Schwarz on October 20, 2026 at 9:15 p.m. CEST, up 1.39 percent versus the Tradegate close of EUR 14.40 on October 16, 2026.

Revenue growth sets the second marker

Yahoo Finance lists June 30, 2026 as Tosoh's most recent quarter and reports quarterly revenue growth of 11.80 percent year over year. The same page gives trailing revenue of JPY 1.05 trillion and a trailing operating margin of 11.37 percent.

The figures provide a more constructive operating counterpoint to the reduced target. They also leave the November reporting date as the next concrete test for whether the revenue trend is translating into earnings momentum.

Stock position after the Tokyo close

On the Tokyo Stock Exchange, Tosoh was last at JPY 2,565.50 on October 20, 2026 at 3:30 p.m. JST. Its 52-week range was JPY 2,139.50 to JPY 3,086.00, placing the price 16.87 percent below the high and 19.91 percent above the low. Trading volume reached 930,400 shares, while the price-to-earnings ratio was 14.65.

Valuation and dates ahead

Yahoo Finance lists November 5, 2026 as Tosoh's next earnings date and March 30, 2027 as the ex-dividend date. The trailing dividend yield was 3.82 percent, and the forward annual dividend rate was JPY 100.00.

Comparison with peers

Tosoh Corporation: up 1.39 percent, P/E 14.65, market capitalization JPY 789.9 billion.
Mitsubishi Chemical Group Corporation: down 1.16 percent, market capitalization JPY 1.6 trillion.
Sumitomo Chemical Company: down 1.38 percent, P/E 9.17, market capitalization JPY 978.2 billion.

What the target cut changes

Futu reported that SMBC Nikko cited weak polyvinyl chloride conditions and increased methylene diphenyl diisocyanate supply as near-term concerns. The report kept the rating at neutral, so the revised JPY 2,500.00 target represents a valuation hurdle rather than a change in the stated recommendation.

Dates give the next checkpoints

The next earnings date is November 5, 2026, followed by the March 30, 2027 ex-dividend date. The intervening share-price frame is defined by the JPY 2,139.50 to JPY 3,086.00 52-week range and the current 14.65 P/E.

Stock stays above its yearly low

Tosoh's euro quotation stood above the October 16 Tradegate close, while the Tokyo price remained below its 52-week high. The November earnings date will provide the next scheduled operating update. The further course of trading is shown by the continuously updated real-time quote of Tosoh stock.