Board Change • May 20
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent External Director Masakazu Aoki was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annonce • May 09
Amada Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026 Amada Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026 Annonce • Nov 29
Amada Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026 Amada Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026 Annonce • Sep 01
Amada Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025 Amada Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025 Board Change • Aug 18
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent External Director Masakazu Aoki was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annonce • Jun 27
Amada Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025 Amada Co., Ltd. announced that they will report Q1, 2026 results on Aug 07, 2025 Annonce • May 15
Amada Co., Ltd., Annual General Meeting, Jun 26, 2025 Amada Co., Ltd., Annual General Meeting, Jun 26, 2025. Annonce • Apr 18
Amada Co., Ltd. (TSE:6113) agreed to acquire Via Mechanics Co., Ltd. from Advantage Partners VI, APCP VI, L.P. managed by Advantage Partners, Inc. and others for ¥51.0 billion. Amada Co., Ltd. (TSE:6113) agreed to acquire Via Mechanics Co., Ltd. from Advantage Partners VI, APCP VI, L.P. managed by Advantage Partners, Inc. and others for ¥51.0 billion on April 17, 2025. Acquisition funds will be fully borrowed. The closing of the Share Acquisition is subject to the completion of Japan’s antitrust clearance and other regulatory approvals. The transaction is expected to complete in July 2025. Annonce • Mar 05
Amada Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025 Amada Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 15, 2025 Annonce • Nov 30
Amada Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025 Amada Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025 Upcoming Dividend • Sep 20
Upcoming dividend of JP¥31.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 54% and this is well supported by cash flows. Trailing yield: 4.3%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.6%). Annonce • Aug 28
Amada Co., Ltd. to Report Q2, 2025 Results on Nov 14, 2024 Amada Co., Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024 Reported Earnings • Aug 09
First quarter 2025 earnings released: EPS: JP¥19.44 (vs JP¥26.95 in 1Q 2024) First quarter 2025 results: EPS: JP¥19.44 (down from JP¥26.95 in 1Q 2024). Revenue: JP¥83.1b (down 4.0% from 1Q 2024). Net income: JP¥6.50b (down 31% from 1Q 2024). Profit margin: 7.8% (down from 11% in 1Q 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to €8.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Machinery industry in Germany. Total returns to shareholders of 8.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €14.76 per share. Declared Dividend • Jul 11
Final dividend of JP¥31.00 announced Shareholders will receive a dividend of JP¥31.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 303%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (50% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Annonce • Jun 28
Amada Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024 Amada Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024 Reported Earnings • May 16
Full year 2024 earnings released: EPS: JP¥119 (vs JP¥98.25 in FY 2023) Full year 2024 results: EPS: JP¥119 (up from JP¥98.25 in FY 2023). Revenue: JP¥403.5b (up 10% from FY 2023). Net income: JP¥40.6b (up 19% from FY 2023). Profit margin: 10% (in line with FY 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Annonce • May 16
Amada Co., Ltd., Annual General Meeting, Jun 27, 2024 Amada Co., Ltd., Annual General Meeting, Jun 27, 2024. Annonce • May 15
Amada Co., Ltd. (TSE:6113) announces an Equity Buyback for 18,000,000 shares, representing 5.38% for ¥20,000 million. Amada Co., Ltd. (TSE:6113) announces a share repurchase program. Under the program, the company will repurchase 18,000,000 shares, representing 5.38% of its share capital, for ¥20,000 million. The company will repurchase its shares in order to curbing the increase in net assets and improving capital efficiency and enhance shareholder returns by implementing a flexible capital policy. The program will run until March 31, 2025. As of March 31, 2024, the company had 334,360,401 shares outstanding (excluding treasury shares) and 6,754,816 shares in treasury. Annonce • Mar 28
Amada Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024 Amada Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥32.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 46% and the cash payout ratio is 90%. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (3.2%). Reported Earnings • Feb 11
Third quarter 2024 earnings released: EPS: JP¥24.30 (vs JP¥20.24 in 3Q 2023) Third quarter 2024 results: EPS: JP¥24.30 (up from JP¥20.24 in 3Q 2023). Revenue: JP¥98.2b (up 9.7% from 3Q 2023). Net income: JP¥8.25b (up 17% from 3Q 2023). Profit margin: 8.4% (up from 7.9% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Buying Opportunity • Dec 09
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 4.2%. The fair value is estimated to be €11.66, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period. Annonce • Nov 27
Amada Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024 Amada Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024 Buying Opportunity • Nov 14
Now 21% undervalued The stock has been flat over the last 90 days. The fair value is estimated to be €11.27, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings is also forecast to grow by 5.1% per annum over the same time period. Reported Earnings • Nov 10
Second quarter 2024 earnings released: EPS: JP¥30.21 (vs JP¥32.09 in 2Q 2023) Second quarter 2024 results: EPS: JP¥30.21 (down from JP¥32.09 in 2Q 2023). Revenue: JP¥100.5b (up 5.4% from 2Q 2023). Net income: JP¥10.4b (down 6.8% from 2Q 2023). Profit margin: 10% (down from 12% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Oct 16
Now 21% undervalued Over the last 90 days, the stock is up 7.3%. The fair value is estimated to be €12.08, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 4.8% per annum over the same time period. Buying Opportunity • Sep 29
Now 20% undervalued Over the last 90 days, the stock is up 7.4%. The fair value is estimated to be €11.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 4.5% per annum. Earnings is also forecast to grow by 4.8% per annum over the same time period. Annonce • Sep 28
Amada Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023 Amada Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of JP¥25.00 per share at 3.2% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 06 December 2023. Payout ratio is a comfortable 44% but the company is paying out more than the cash it is generating. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.8%). Reported Earnings • Aug 09
First quarter 2024 earnings released: EPS: JP¥26.95 (vs JP¥16.81 in 1Q 2023) First quarter 2024 results: EPS: JP¥26.95 (up from JP¥16.81 in 1Q 2023). Revenue: JP¥86.5b (up 17% from 1Q 2023). Net income: JP¥9.37b (up 60% from 1Q 2023). Profit margin: 11% (up from 7.9% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Machinery industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Buying Opportunity • Jun 22
Now 21% undervalued Over the last 90 days, the stock is up 6.0%. The fair value is estimated to be €11.28, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.1% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings is also forecast to grow by 7.3% per annum over the same time period. Annonce • Jun 16
Amada Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023 Amada Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023 Reported Earnings • May 15
Full year 2023 earnings released: EPS: JP¥98.25 (vs JP¥79.87 in FY 2022) Full year 2023 results: EPS: JP¥98.25 (up from JP¥79.87 in FY 2022). Revenue: JP¥365.7b (up 17% from FY 2022). Net income: JP¥34.2b (up 23% from FY 2022). Profit margin: 9.3% (up from 8.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Machinery industry in Germany. Annonce • May 14
Amada Co., Ltd. (TSE:6113) announces an Equity Buyback for 18,000,000 shares, representing 5.18% for ¥20,000 million. Amada Co., Ltd. (TSE:6113) announces a share repurchase program. Under the program, the company will repurchase 18,000,000 shares, representing 5.18% of its share capital, for ¥20,000 million. The company will repurchase its shares in order to curbing the increase in net assets and improving capital efficiency and enhance return. The program will run until March 31, 2024. As of March 31, 2023, the company had 347,656,755 shares outstanding (excluding treasury shares) and 11,458,462 shares in treasury. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥26.00 per share at 3.6% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 47% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.9%). Buying Opportunity • Mar 14
Now 21% undervalued Over the last 90 days, the stock is up 19%. The fair value is estimated to be €10.83, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 9.7%. For the next 3 years, revenue is forecast to grow by 2.0% per annum. Earnings is also forecast to grow by 6.1% per annum over the same time period. Reported Earnings • Feb 12
Third quarter 2023 earnings released: EPS: JP¥20.24 (vs JP¥20.23 in 3Q 2022) Third quarter 2023 results: EPS: JP¥20.24 (up from JP¥20.23 in 3Q 2022). Revenue: JP¥89.5b (up 19% from 3Q 2022). Net income: JP¥7.04b (flat on 3Q 2022). Profit margin: 7.9% (down from 9.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Machinery industry in Germany. Annonce • Dec 29
Amada Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023 Amada Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023 Board Change • Nov 16
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent External Director Harumi Kobe was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥22.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 45% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (3.2%). Annonce • Sep 03
Amada Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022 Amada Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022 Reported Earnings • Aug 07
First quarter 2023 earnings released: EPS: JP¥16.81 (vs JP¥12.02 in 1Q 2022) First quarter 2023 results: EPS: JP¥16.81 (up from JP¥12.02 in 1Q 2022). Revenue: JP¥74.0b (up 19% from 1Q 2022). Net income: JP¥5.84b (up 40% from 1Q 2022). Profit margin: 7.9% (up from 6.7% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.2%, compared to a 9.5% growth forecast for the industry in Germany. Board Change • Jul 09
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent External Director Harumi Kobe was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annonce • May 29
Amada Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022 Amada Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022 Reported Earnings • May 14
Full year 2022 earnings released: EPS: JP¥79.87 (vs JP¥53.40 in FY 2021) Full year 2022 results: EPS: JP¥79.87 (up from JP¥53.40 in FY 2021). Revenue: JP¥312.7b (up 25% from FY 2021). Net income: JP¥27.8b (up 50% from FY 2021). Profit margin: 8.9% (up from 7.4% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 11% growth forecast for the industry in Germany. Board Change • Apr 27
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. 9 experienced directors. 2 highly experienced directors. 3 independent directors (5 non-independent directors). Independent External Director Michiyoshi Mazuka was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Annonce • Apr 08
Amada Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022 Amada Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥21.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (1.9%). Reported Earnings • Feb 11
Third quarter 2022 earnings: EPS in line with expectations, revenues disappoint Third quarter 2022 results: EPS: JP¥20.24 (up from JP¥7.22 in 3Q 2021). Revenue: JP¥75.3b (up 29% from 3Q 2021). Net income: JP¥7.04b (up 180% from 3Q 2021). Profit margin: 9.3% (up from 4.3% in 3Q 2021). Revenue missed analyst estimates by 4.7%. Over the next year, revenue is forecast to grow 16%, compared to a 10% growth forecast for the industry in Germany. Annonce • Feb 10
Amada Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2022 Amada Co., Ltd. provided dividend guidance for the year ending March 31, 2022. For the period, the company expects a dividend of ¥21.00 per share against ¥15.00 per share paid a year ago. Reported Earnings • Nov 12
Second quarter 2022 earnings released: EPS JP¥25.85 (vs JP¥13.80 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥79.7b (up 21% from 2Q 2021). Net income: JP¥8.99b (up 87% from 2Q 2021). Profit margin: 11% (up from 7.3% in 2Q 2021). Upcoming Dividend • Sep 22
Upcoming dividend of JP¥17.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 2.8%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (1.0%). Reported Earnings • Aug 09
First quarter 2022 earnings released: EPS JP¥12.02 (vs JP¥18.48 in 1Q 2021) The company reported a mediocre first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥62.2b (up 30% from 1Q 2021). Net income: JP¥4.18b (down 35% from 1Q 2021). Profit margin: 6.7% (down from 14% in 1Q 2021). Reported Earnings • May 14
Full year 2021 earnings released: EPS JP¥53.40 (vs JP¥65.91 in FY 2020) The company reported a soft full year result with weaker earnings and revenues, although profit margins were improved. Full year 2021 results: Revenue: JP¥250.4b (down 22% from FY 2020). Net income: JP¥18.6b (down 21% from FY 2020). Profit margin: 7.4% (up from 7.3% in FY 2020). The increase in margin was driven by lower expenses. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.2%). Reported Earnings • Feb 12
Third quarter 2021 earnings released: EPS JP¥7.22 (vs JP¥12.79 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥58.2b (down 21% from 3Q 2020). Net income: JP¥2.51b (down 45% from 3Q 2020). Profit margin: 4.3% (down from 6.2% in 3Q 2020). The decrease in margin was driven by lower revenue. Analyst Estimate Surprise Post Earnings • Feb 12
Revenue beats expectations Revenue exceeded analyst estimates by 6.2%. Over the next year, revenue is forecast to stay flat compared to a 5.0% growth forecast for the Machinery industry in Germany. Is New 90 Day High Low • Feb 08
New 90-day high: €9.95 The company is up 34% from its price of €7.45 on 10 November 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.79 per share. Is New 90 Day High Low • Jan 15
New 90-day high: €9.75 The company is up 28% from its price of €7.60 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Machinery industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.91 per share. Annonce • Jan 07
Amada Co., Ltd. to Report Q3, 2021 Results on Feb 10, 2021 Amada Co., Ltd. announced that they will report Q3, 2021 results on Feb 10, 2021 Is New 90 Day High Low • Dec 28
New 90-day high: €8.85 The company is up 9.0% from its price of €8.15 on 29 September 2020. The German market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Machinery industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.67 per share. Reported Earnings • Nov 13
Second quarter 2021 earnings released: EPS JP¥13.80 The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥65.8b (down 27% from 2Q 2020). Net income: JP¥4.80b (down 51% from 2Q 2020). Profit margin: 7.3% (down from 11% in 2Q 2020). The decrease in margin was driven by lower revenue. Analyst Estimate Surprise Post Earnings • Nov 13
Revenue beats expectations Revenue exceeded analyst estimates by 1.2%. Over the next year, revenue is expected to shrink by 8.0% compared to a 2.4% growth forecast for the Machinery industry in Germany. Annonce • Oct 10
Amada Co., Ltd. to Report Q2, 2021 Results on Nov 11, 2020 Amada Co., Ltd. announced that they will report Q2, 2021 results on Nov 11, 2020