STELLA CHEMIFA CORPORATION (4109) Stock Price

Stella Chemifa is a company primarily engaged in the manufacturing, procurement, and sales of high-purity chemicals. The Stella Chemifa Group consists of Stella Chemifa as the parent company, along with 7 subsidiaries and 2 affiliated companies. This structure enables the company to operate an integrated system covering everything from chemical product manufacturing to sales.

Stella Chemifa's core business is the manufacturing and sales of high-purity chemicals. In particular, fluoride-based products are utilized as ultra-high-purity etching agents and cleaning agents that enable higher integration density in semiconductor devices. These products are also used as neutron absorbers in nuclear-related facilities and as ingredients in toothpaste for cavity prevention.

Additionally, Stella Chemifa operates a logistics business specializing in chemical products. Through subsidiaries such as Blue Express, the company provides chemical product transportation, warehouse storage, and customs clearance services. This supports the safe and efficient distribution of products.

The company also operates other businesses including automotive maintenance services and insurance agency services. Through Blue Auto Trust, it provides vehicle maintenance and insurance services, pursuing a diversified business portfolio. This enables Stella Chemifa to meet a wide range of customer needs.

Stella Chemifa aims for sustainable growth based on rapid decision-making and flexible management practices. Under the Third Medium-Term Management Plan, the company pursued new initiatives while advancing the development of new products leveraging its proprietary technologies. This effort aimed to meet the social responsibilities expected of a listed company.

The Fourth Medium-Term Management Plan targets net sales of 43.0 billion yen, operating profit of 5.5 billion yen, and ROE of 8.0% or higher over the three-year period from 2026 to 2028. Through these targets, the company seeks to enhance corporate value and realize profit-focused management. In particular, net sales, operating profit, and ROE serve as key indicators for evaluating the achievement of management objectives.

Stella Chemifa will expand sales of high-purity chemicals for semiconductors and strengthen its research and development division to enhance competitiveness. The company also aims to expand sales of fluorine compounds for telecommunications applications and concentrated boric acid for nuclear-related facilities. This strategy builds a diversified sales structure that does not depend on specific countries or regions.

The company is also focusing on creating new businesses, targeting new business operations of 5.0 to 10.0 billion yen in scale by the mid-2030s by leveraging proprietary fluorine chemistry technologies. This includes the development of cell culture vessels and inorganic fluoride nanoparticles. Additionally, the company is working on developing high-value-added products utilizing flow synthesis methods.

To realize management that is conscious of capital costs and stock price, the company aims to achieve ROE of 8.0% or higher by 2028. The company will expand profits through growth in its high-purity chemicals business and provide appropriate shareholder returns. These efforts will further enhance corporate value.

To strengthen the management foundation, the company is promoting the development of human capital, sustainability initiatives, and digitalization. The company seeks to foster autonomous talent and strengthen organizational capabilities to realize a sustainable society. In digitalization, the company is advancing business automation to achieve both efficiency and value creation.