KURARAY (KURRY)

Thursday

1:15 PM

Thesis: The significant drop in net income and EPS growth has raised concerns about operational efficiency and profitability, overshadowing potential growth catalysts.

Revenue Outlook

Metric	FY2025	FY2026E	FY2027E
Revenue	$847.6B	$869.1B	$894.0B
Rev. Growth	+2.5%	+2.5%	+2.9%
EPS	$73.71	$0.00	$0.00
EPS Growth	-74.5%	-100%	—
P/E	0.5×	—	—

★ Analysts see FY2027 revenue reaching $894.0B — +2.9% growth in a single year.

What Moves the Stock

1Fluctuations in raw material costs, particularly for petrochemicals
2Demand trends in key sectors such as automotive and packaging
3Currency exchange rates impacting international sales
4Regulatory changes affecting chemical manufacturing standards
5Specialty chemicals (approx. 60%)
6PVA and derivatives (approx. 30%)
7Others (approx. 10%)
8Sustainability in packaging materials

FY2025 Snapshot

Revenue: $847.6B
Rev. Growth: +2.5%
Gross Margin: 30.5%
Op. Margin: 7.3%
Net Margin: 0.9%
Net Income: $7.8B
NI Growth: -75.3%
EPS: $73.71
1Y Return: +6.5%

KURRY Chart

My Notes

"Management acknowledged, 'We are facing challenges in maintaining profitability amidst rising costs and competitive pressures.'"
Moat: Kuraray's proprietary technologies and established market presence provide a moderate level of competitive advantage.
value - due to its low valuation metrics (P/S of 0.6x) and potential for operational improvements.
Higher interest rates could increase financing costs for Kuraray, impacting capital expenditures and potentially slowing growth initiatives.
Watch on earnings: PVA pricing trends, Global demand for specialty chemicals, Operating cash flow generation.

One Sentence Summary:

Kuraray: the story is balanced — fluctuations in raw material costs, particularly for petrochemicals.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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