---
title: "Daicel Delays New COC Resin Plant as EU Packaging Shift Slows Demand"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/274915250.md"
description: "Daicel has postponed the start of operations at its new cyclic olefin copolymer (COC) resin plant in Germany from April 2026 to Q4 FY2027 due to slower demand growth and rising construction costs. The delay is attributed to the EU's Packaging Regulation, which has shifted the market's transition timeline to 2030, impacting near-term demand and profitability. Daicel is reassessing its business plan and forecasts a decline in COC resin sales for FY2026 before growth resumes in FY2027. The current analyst rating for Daicel stock is a Hold with a price target of Yen1620.00."
datetime: "2026-02-05T04:55:52.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/274915250.md)
  - [en](https://longbridge.com/en/news/274915250.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/274915250.md)
---

# Daicel Delays New COC Resin Plant as EU Packaging Shift Slows Demand

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The latest update is out from Daicel ( (JP:4202) ).

Daicel has revised its business plan for its cyclic olefin copolymer (COC) business and decided to postpone the start of operations at a new COC resin plant in Germany, following slower-than-expected demand growth and sharply higher construction and labor costs. The company had planned the second plant to support a projected rise in eco-friendly packaging demand in Europe around 2025, but implementation of EU Packaging and Packaging Waste Regulation has shifted the market’s transition timeline toward 2030, dampening near-term demand and raising profitability risks. As a result, the start-up of the new plant has been pushed back from April 2026 to the fourth quarter of the fiscal year ending March 2027, while Daicel reassesses demand trends and supply-demand balance; it is also reviewing the impact on its current business plan and FY2026 consolidated results, with COC resin sales currently around ¥15 billion and revised volume forecasts now showing a year-on-year decline for FY2026 before growth resumes in FY2027.

The most recent analyst rating on (JP:4202) stock is a Hold with a Yen1620.00 price target. To see the full list of analyst forecasts on Daicel stock, see the JP:4202 Stock Forecast page.

**More about Daicel**

Daicel Corporation is a diversified chemical manufacturer listed on the Prime Market of the Tokyo Stock Exchange, with operations that include high-performance polymers such as cyclic olefin copolymer (COC). Through its German subsidiary, TOPAS Advanced Polymers GmbH, Daicel supplies COC resin used in packaging and healthcare applications, with a particular focus on environmentally friendly packaging markets in Europe.

**Average Trading Volume:** 952,296

**Technical Sentiment Signal:** Buy

**Current Market Cap:** Yen406B

See more insights into 4202 stock on TipRanks’ Stock Analysis page.

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