Summary of Business Briefing: Daicel (4202) | Japan-20260713
摩根士丹利·2026-07-13 17:05
Daicel (4202) | Japan Summary of Business Briefing July 13, 2026 08:10 AM GMT Key Takeaways High Performance Polymers: Compared with OP of ¥19.1bn in F3/26, Daicel is targeting ¥21.5bn in F3/27, ¥30.0bn in F3/29, and ¥40.0bn in F3/31. For polyacetal (POM), management expects growth of 5% CAGR in China and 8% CAGR in India. For liquid crystal polymer (LCP), the company expects cooling fans for AI servers to be a driver. For cyclic olefin copolymer (COC), management indicated expectations for both packaging d ...