Reported Earnings • May 18
Full year 2026 earnings released: EPS: JP¥145 (vs JP¥106 in FY 2025) Full year 2026 results: EPS: JP¥145 (up from JP¥106 in FY 2025). Revenue: JP¥11.0b (flat on FY 2025). Net income: JP¥742.0m (up 37% from FY 2025). Profit margin: 6.7% (up from 4.9% in FY 2025). Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Ankündigung • May 13
Kanemitsu Corporation, Annual General Meeting, Jun 24, 2026 Kanemitsu Corporation, Annual General Meeting, Jun 24, 2026. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥21.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%). Reported Earnings • Feb 14
Third quarter 2026 earnings released: EPS: JP¥36.24 (vs JP¥24.64 in 3Q 2025) Third quarter 2026 results: EPS: JP¥36.24 (up from JP¥24.64 in 3Q 2025). Revenue: JP¥2.79b (flat on 3Q 2025). Net income: JP¥185.0m (up 47% from 3Q 2025). Profit margin: 6.6% (up from 4.5% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Nov 15
Second quarter 2026 earnings released: EPS: JP¥30.72 (vs JP¥36.97 in 2Q 2025) Second quarter 2026 results: EPS: JP¥30.72 (down from JP¥36.97 in 2Q 2025). Revenue: JP¥2.70b (down 3.5% from 2Q 2025). Net income: JP¥157.0m (down 17% from 2Q 2025). Profit margin: 5.8% (down from 6.8% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 12% per year. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥15.50 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.0%). Ankündigung • Sep 11
Kanemitsu Corporation (TSE:7208) announces an Equity Buyback for 15,000 shares, representing 0.29% for ¥20 million. Kanemitsu Corporation (TSE:7208) announces a share repurchase program. Under the program, the company will repurchase up to 15,000 shares, representing 0.29% of its issued share capital (excluding treasury stock), for ¥20 million. The purpose of the program is to allocate the funds to shares to be issued as restricted stock compensation. The program will run until October 31, 2025. As of March 31, 2025, the company had 5,113,182 shares in issue (excluding treasury stock) and 16,395 shares in treasury. Reported Earnings • Aug 08
First quarter 2026 earnings released: EPS: JP¥38.53 (vs JP¥15.06 in 1Q 2025) First quarter 2026 results: EPS: JP¥38.53 (up from JP¥15.06 in 1Q 2025). Revenue: JP¥2.76b (up 1.7% from 1Q 2025). Net income: JP¥197.0m (up 156% from 1Q 2025). Profit margin: 7.1% (up from 2.8% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 19
Full year 2025 earnings released: EPS: JP¥106 (vs JP¥124 in FY 2024) Full year 2025 results: EPS: JP¥106 (down from JP¥124 in FY 2024). Revenue: JP¥11.1b (flat on FY 2024). Net income: JP¥540.0m (down 15% from FY 2024). Profit margin: 4.9% (down from 5.7% in FY 2024). Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Ankündigung • May 14
Kanemitsu Corporation, Annual General Meeting, Jun 26, 2025 Kanemitsu Corporation, Annual General Meeting, Jun 26, 2025. Ankündigung • Apr 09
Kanemitsu Corporation to Report Fiscal Year 2025 Results on May 14, 2025 Kanemitsu Corporation announced that they will report fiscal year 2025 results on May 14, 2025 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.3%). Reported Earnings • Feb 15
Third quarter 2025 earnings released: EPS: JP¥24.64 (vs JP¥57.31 in 3Q 2024) Third quarter 2025 results: EPS: JP¥24.64 (down from JP¥57.31 in 3Q 2024). Revenue: JP¥2.79b (down 9.2% from 3Q 2024). Net income: JP¥126.0m (down 57% from 3Q 2024). Profit margin: 4.5% (down from 9.6% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. New Risk • Jan 12
New major risk - Financial data availability The company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥4.25b market cap, or US$26.9m). Upcoming Dividend • Sep 20
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.5%). Reported Earnings • Aug 09
First quarter 2025 earnings released: EPS: JP¥15.06 (vs JP¥20.34 in 1Q 2024) First quarter 2025 results: EPS: JP¥15.06 (down from JP¥20.34 in 1Q 2024). Revenue: JP¥2.71b (up 2.5% from 1Q 2024). Net income: JP¥77.0m (down 26% from 1Q 2024). Profit margin: 2.8% (down from 3.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 11
Full year 2024 earnings released: EPS: JP¥124 (vs JP¥105 in FY 2023) Full year 2024 results: EPS: JP¥124 (up from JP¥105 in FY 2023). Revenue: JP¥11.1b (up 11% from FY 2023). Net income: JP¥632.0m (up 18% from FY 2023). Profit margin: 5.7% (up from 5.4% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Ankündigung • May 11
Kanemitsu Corporation, Annual General Meeting, Jun 27, 2024 Kanemitsu Corporation, Annual General Meeting, Jun 27, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 19% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.6%). Buy Or Sell Opportunity • Feb 22
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 11% to JP¥888. The fair value is estimated to be JP¥736, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Buy Or Sell Opportunity • Feb 16
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 10% to JP¥877. The fair value is estimated to be JP¥729, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Meanwhile, the company has become profitable. Reported Earnings • Feb 15
Third quarter 2024 earnings released: EPS: JP¥57.30 (vs JP¥19.36 in 3Q 2023) Third quarter 2024 results: EPS: JP¥57.30 (up from JP¥19.36 in 3Q 2023). Revenue: JP¥3.07b (up 19% from 3Q 2023). Net income: JP¥293.0m (up 196% from 3Q 2023). Profit margin: 9.6% (up from 3.8% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 11
Second quarter 2024 earnings released: EPS: JP¥24.45 (vs JP¥22.69 in 2Q 2023) Second quarter 2024 results: EPS: JP¥24.45 (up from JP¥22.69 in 2Q 2023). Revenue: JP¥2.67b (up 15% from 2Q 2023). Net income: JP¥125.0m (up 7.8% from 2Q 2023). Profit margin: 4.7% (down from 5.0% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥14.50 per share at 3.6% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%). Reported Earnings • Aug 12
First quarter 2024 earnings released: EPS: JP¥20.34 (vs JP¥12.13 in 1Q 2023) First quarter 2024 results: EPS: JP¥20.34 (up from JP¥12.13 in 1Q 2023). Revenue: JP¥2.64b (up 16% from 1Q 2023). Net income: JP¥104.0m (up 68% from 1Q 2023). Profit margin: 3.9% (up from 2.7% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 100% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 16
Full year 2023 earnings released: EPS: JP¥105 (vs JP¥31.88 in FY 2022) Full year 2023 results: EPS: JP¥105 (up from JP¥31.88 in FY 2022). Revenue: JP¥10.0b (up 14% from FY 2022). Net income: JP¥538.0m (up 230% from FY 2022). Profit margin: 5.4% (up from 1.9% in FY 2022). Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Ankündigung • May 13
Kanemitsu Corporation, Annual General Meeting, Jun 29, 2023 Kanemitsu Corporation, Annual General Meeting, Jun 29, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥14.00 per share at 3.6% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 50% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%). Reported Earnings • Feb 12
Third quarter 2023 earnings released: EPS: JP¥19.36 (vs JP¥18.39 in 3Q 2022) Third quarter 2023 results: EPS: JP¥19.36 (up from JP¥18.39 in 3Q 2022). Revenue: JP¥2.59b (up 18% from 3Q 2022). Net income: JP¥99.0m (up 5.3% from 3Q 2022). Profit margin: 3.8% (down from 4.3% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥22.69 (vs JP¥6.85 in 2Q 2022) Second quarter 2023 results: EPS: JP¥22.69 (up from JP¥6.85 in 2Q 2022). Revenue: JP¥2.33b (up 13% from 2Q 2022). Net income: JP¥116.0m (up 231% from 2Q 2022). Profit margin: 5.0% (up from 1.7% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Board Change • Nov 16
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 3 experienced directors. 7 highly experienced directors. 2 independent directors (6 non-independent directors). Independent Outside Director Ryuichi Hayashi was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Reported Earnings • Nov 12
Second quarter 2023 earnings released: EPS: JP¥22.69 (vs JP¥6.85 in 2Q 2022) Second quarter 2023 results: EPS: JP¥22.69 (up from JP¥6.85 in 2Q 2022). Revenue: JP¥2.33b (up 13% from 2Q 2022). Net income: JP¥116.0m (up 231% from 2Q 2022). Profit margin: 5.0% (up from 1.7% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥14.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 71% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.1%). Reported Earnings • Aug 12
First quarter 2023 earnings released: EPS: JP¥12.13 (vs JP¥5.87 in 1Q 2022) First quarter 2023 results: EPS: JP¥12.13 (up from JP¥5.87 in 1Q 2022). Revenue: JP¥2.28b (up 1.6% from 1Q 2022). Net income: JP¥62.0m (up 107% from 1Q 2022). Profit margin: 2.7% (up from 1.3% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Reported Earnings • May 16
Full year 2022 earnings released: EPS: JP¥31.88 (vs JP¥21.32 loss in FY 2021) Full year 2022 results: EPS: JP¥31.88 (up from JP¥21.32 loss in FY 2021). Revenue: JP¥8.76b (up 25% from FY 2021). Net income: JP¥163.0m (up JP¥272.0m from FY 2021). Profit margin: 1.9% (up from net loss in FY 2021). Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Ankündigung • May 14
Kanemitsu Corporation, Annual General Meeting, Jun 22, 2022 Kanemitsu Corporation, Annual General Meeting, Jun 22, 2022. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Outside Director Ryuichi Hayashi was the last independent director to join the board, commencing their role in 2015. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥13.50 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 57% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (3.0%). Reported Earnings • Feb 20
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥18.39 (up from JP¥8.21 in 3Q 2021). Revenue: JP¥2.19b (up 11% from 3Q 2021). Net income: JP¥94.0m (up 124% from 3Q 2021). Profit margin: 4.3% (up from 2.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance. Reported Earnings • Nov 12
Second quarter 2022 earnings released: EPS JP¥6.85 (vs JP¥13.10 loss in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.06b (up 49% from 2Q 2021). Net income: JP¥35.0m (up JP¥102.0m from 2Q 2021). Profit margin: 1.7% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 87 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥13.50 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (2.5%). Reported Earnings • Jun 29
Full year 2021 earnings released: JP¥21.32 loss per share (vs JP¥13.69 profit in FY 2020) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥7.03b (down 14% from FY 2020). Net loss: JP¥109.0m (down 256% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance. Reported Earnings • May 18
Full year 2021 earnings released: JP¥21.32 loss per share (vs JP¥13.69 profit in FY 2020) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥7.03b (down 14% from FY 2020). Net loss: JP¥109.0m (down 256% from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 83 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥13.50 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 3.1%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.9%). Reported Earnings • Feb 12
Third quarter 2021 earnings released: EPS JP¥8.21 (vs JP¥3.52 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥1.97b (down 2.5% from 3Q 2020). Net income: JP¥42.0m (up 133% from 3Q 2020). Profit margin: 2.1% (up from 0.9% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 81% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Feb 10
New 90-day high: JP¥737 The company is up 20% from its price of JP¥614 on 12 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 19% over the same period. Is New 90 Day High Low • Dec 04
New 90-day high: JP¥691 The company is up 13% from its price of JP¥610 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 12% over the same period.