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Stock Focus: Osaka Soda Rallies on Surging Demand for GLP-1 Purification Materials

Mon Apr 6, 2026 10:00 am JST Catalyst

Osaka Soda Co., Ltd. <4046> is emerging as a top-tier pick for investors seeking exposure to the booming GLP-1 weight-loss drug market. As a specialty chemical leader, the company holds a dominant global market share in silica gel, a critical material required for the purification of pharmaceuticals. Driven by surging global demand for obesity treatments, Osaka Soda is aggressively expanding its production capacity through increased CAPEX. For the fiscal year ended March 2026, consolidated operating profit is projected to jump 30.6% YoY to a record \17.3 billion. Although shares have entered a correction phase after hitting an all-time high of \2,534 in February, current levels are increasingly seen as an attractive entry point for long-term growth. (By Chiwa)

Source: MINKABU PRESS

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