Reported Earnings • Aug 07
First quarter 2027 earnings released: EPS: JP¥49.47 (vs JP¥29.08 in 1Q 2026) First quarter 2027 results: EPS: JP¥49.47 (up from JP¥29.08 in 1Q 2026). Revenue: JP¥75.4b (up 46% from 1Q 2026). Net income: JP¥11.6b (up 71% from 1Q 2026). Profit margin: 15% (up from 13% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Germany. Valuation Update With 7 Day Price Move • Aug 04
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €45.60, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 33x in the Semiconductor industry in Germany. Total returns to shareholders of 144% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €23.76 per share. Declared Dividend • Jul 26
Final dividend of JP¥23.00 announced Shareholders will receive a dividend of JP¥23.00. Ex-date: 29th September 2026 Payment date: 9th December 2026 Dividend yield will be 50%, which is higher than the industry average of 1.1%. Payout Ratios Payout ratio: 29%. Cash payout ratio: 27%. Valuation Update With 7 Day Price Move • Jul 17
Investor sentiment deteriorates as stock falls 19% After last week's 19% share price decline to €47.00, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 35x in the Semiconductor industry in Germany. Total returns to shareholders of 147% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €23.01 per share. Valuation Update With 7 Day Price Move • Jun 15
Investor sentiment improves as stock rises 24% After last week's 24% share price gain to €48.20, the stock trades at a forward P/E ratio of 44x. Average forward P/E is 44x in the Semiconductor industry in Germany. Total returns to shareholders of 157% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €22.84 per share. Annonce • Jun 04
Kokusai Electric Corporation to Report Q1, 2027 Results on Aug 06, 2026 Kokusai Electric Corporation announced that they will report Q1, 2027 results at 2:00 PM, Tokyo Standard Time on Aug 06, 2026 New Risk • May 29
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Valuation Update With 7 Day Price Move • May 27
Investor sentiment improves as stock rises 27% After last week's 27% share price gain to €42.40, the stock trades at a forward P/E ratio of 38x. Average forward P/E is 42x in the Semiconductor industry in Germany. Total returns to shareholders of 124% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €28.86 per share. Buy Or Sell Opportunity • May 21
Now 31% overvalued after recent price rise Over the last 90 days, the stock has risen 5.6% to €37.80. The fair value is estimated to be €28.89, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.2% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 16% per annum. Earnings are also forecast to grow by 26% per annum over the same time period. Annonce • Mar 09
Kokusai Electric Corporation to Report Q4, 2026 Results on May 13, 2026 Kokusai Electric Corporation announced that they will report Q4, 2026 results at 2:30 PM, Tokyo Standard Time on May 13, 2026 Annonce • Dec 05
Kokusai Electric Corporation to Report Q3, 2026 Results on Feb 12, 2026 Kokusai Electric Corporation announced that they will report Q3, 2026 results at 2:30 PM, Tokyo Standard Time on Feb 12, 2026 Annonce • Sep 06
Kokusai Electric Corporation to Report Q2, 2026 Results on Nov 11, 2025 Kokusai Electric Corporation announced that they will report Q2, 2026 results on Nov 11, 2025 Annonce • Jun 27
Kokusai Electric Corporation Announces Management Changes Kokusai Electric Corporation held its ordinary general meeting on June 27, 2025, at which the election of 6 Directors and 4 Director who is an audit and supervisory committee member was approved. Furthermore, following subsequent meetings of the Board of Directors and Audit and Supervisory Committee, the new management structure has been launched as detailed below. Mami Sasaki is appointed as outside director and Tsuyoshi Abe is appointed as Outside Director. Noriko Sakai is appointed Outside Director (Audit and Supervisory Committee Member) and Chizu Sekine is appointed as Outside Director (Audit and Supervisory Committee Member). The above changes are effective June 27, 2025. The below changes are effective April 1, 2025. Teruhiko Kawakami is appointed as Corporate Vice President (CVP) and Executive Officer and Responsible for Human Resources & Corporate Administration, Legal, Sustainability and Ethics & Compliance. Yasuyuki Homma is appointed as Corporate Vice President (CVP) and Executive Officer and Responsible for DX & IT and Information Security. Annonce • Jun 10
Kokusai Electric Corporation to Report Q1, 2026 Results on Aug 07, 2025 Kokusai Electric Corporation announced that they will report Q1, 2026 results at 2:30 PM, Tokyo Standard Time on Aug 07, 2025 Annonce • Mar 05
Kokusai Electric Corporation to Report Fiscal Year 2025 Results on May 13, 2025 Kokusai Electric Corporation announced that they will report fiscal year 2025 results on May 13, 2025 Annonce • Feb 08
Kokusai Electric Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025 Kokusai Electric Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects revenue of JPY 238,000 million, Operating profit of 50,200 million, Net income of JPY 33,300 million, Basic earnings per share JPY 142.30. Annonce • Jan 27
Kokusai Electric Corporation Announces Executive Changes and Promotions Effective April 1, 2025 Kokusai Electric Corporation resolved the executive officers effective April 1, 2025 at the board of directors meeting held January 27, 2025. Fumiyuki Kanai will continue to be engaged in the management of the Company as a director even after retiring as Representative Director, President. The company also announced the promotion of Kazunori Tsukada as President and Masami Miyamoto as Senior Vice President (SVP) and Executive Officer in charge of responsible for sales. Board Change • Dec 30
Less than half of directors are independent Following the recent departure of a director, there are only 5 independent directors on the board. The company's board is composed of: 5 independent directors. 6 non-independent directors. Independent Outside Director Chizu Sekine was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Annonce • Dec 10
Kokusai Electric Corporation to Report Q3, 2025 Results on Feb 07, 2025 Kokusai Electric Corporation announced that they will report Q3, 2025 results at 3:00 PM, Tokyo Standard Time on Feb 07, 2025 Reported Earnings • Nov 12
Second quarter 2025 earnings released: EPS: JP¥20.29 (vs JP¥34.26 in 2Q 2024) Second quarter 2025 results: EPS: JP¥20.29 (down from JP¥34.26 in 2Q 2024). Revenue: JP¥49.3b (down 8.6% from 2Q 2024). Net income: JP¥4.75b (down 40% from 2Q 2024). Profit margin: 9.6% (down from 15% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Semiconductor industry in Germany. New Risk • Sep 27
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 12% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Annonce • Sep 15
Kokusai Electric Corporation to Report Q2, 2025 Results on Nov 11, 2024 Kokusai Electric Corporation announced that they will report Q2, 2025 results on Nov 11, 2024 Valuation Update With 7 Day Price Move • Sep 06
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €20.20, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 12x in the Semiconductor industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €31.33 per share. Buy Or Sell Opportunity • Aug 19
Now 21% undervalued Over the last 90 days, the stock has risen 9.7% to €24.80. The fair value is estimated to be €31.23, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.4% over the last year. Earnings per share has declined by 7.0%. For the next 3 years, revenue is forecast to grow by 12% per annum. Earnings are also forecast to grow by 18% per annum over the same time period. Reported Earnings • Aug 12
First quarter 2025 earnings released: EPS: JP¥56.76 (vs JP¥36.19 in 1Q 2024) First quarter 2025 results: EPS: JP¥56.76 (up from JP¥36.19 in 1Q 2024). Revenue: JP¥65.2b (up 8.6% from 1Q 2024). Net income: JP¥13.3b (up 60% from 1Q 2024). Profit margin: 20% (up from 14% in 1Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Semiconductor industry in Germany. Valuation Update With 7 Day Price Move • Aug 07
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €19.80, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 13x in the Semiconductor industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €30.69 per share. New Risk • Aug 05
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Aug 01
Now 20% undervalued The stock has been flat over the last 90 days, currently trading at €24.80. The fair value is estimated to be €31.14, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last year. Earnings per share has declined by 45%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 22% per annum over the same time period. Valuation Update With 7 Day Price Move • Jul 23
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to €27.80, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 15x in the Semiconductor industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €26.54 per share. Valuation Update With 7 Day Price Move • Jul 06
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to €32.00, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 15x in the Semiconductor industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €25.75 per share. Buy Or Sell Opportunity • Jul 06
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 17% to €32.00. The fair value is estimated to be €25.75, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last year. Earnings per share has declined by 45%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 22% per annum over the same time period. Annonce • Jun 28
Kokusai Electric Corporation to Report Q1, 2025 Results on Aug 08, 2024 Kokusai Electric Corporation announced that they will report Q1, 2025 results on Aug 08, 2024 Annonce • Jun 27
Kokusai Electric Corporation Approves Board and Committee Appointments Kokusai Electric Corporation at its Ordinary General Meeting of Shareholders held on June 27, 2024, approved the appointment of Chizu Sekine as Outside Director and Yuji Kamiya, Director as (Full-time Audit and Supervisory Committee Member). Directors of the Board (effective June 27, 2024): Representative Director Fumiyuki Kanai. Executive Director - Hidehiro Yanagawa. Executive Director - Kazunori Tsukada. Director - Unryu Ogawa. Director - Masaki Nakamura. Outside Director - Noriko Sakai. Outside Director - Masaaki Tsuruta. Outside Director - Chizu Sekine. Directors who are an Audit and Supervisory Committee Member (effective June 27, 2024): Director (Full-time Audit and Supervisory Committee Member) - Yuji Kamiya. Outside Director (Audit and Supervisory Committee Member) - Hitoshi Kumagai. Outside Director (Audit and Supervisory Committee Member) - Hirohito Nakada. Buy Or Sell Opportunity • Jun 17
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 30% to €29.60. The fair value is estimated to be €24.24, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last year. Earnings per share has declined by 45%. For the next 3 years, revenue is forecast to grow by 14% per annum. Earnings are also forecast to grow by 22% per annum over the same time period. Buy Or Sell Opportunity • May 30
Now 20% overvalued Over the last 90 days, the stock has fallen 13% to €24.40. The fair value is estimated to be €20.27, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 26% over the last year. Earnings per share has declined by 45%. For the next 3 years, revenue is forecast to grow by 15% per annum. Earnings are also forecast to grow by 25% per annum over the same time period. Annonce • May 15
Kokusai Electric Corporation, Annual General Meeting, Jun 27, 2024 Kokusai Electric Corporation, Annual General Meeting, Jun 27, 2024. Valuation Update With 7 Day Price Move • Apr 02
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €27.40, the stock trades at a forward P/E ratio of 34x. Average forward P/E is 14x in the Semiconductor industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €18.62 per share. Board Change • Mar 31
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 10 experienced directors. No highly experienced directors. was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Annonce • Mar 20
Kokusai Electric Corporation to Report Fiscal Year 2024 Results on May 10, 2024 Kokusai Electric Corporation announced that they will report fiscal year 2024 results on May 10, 2024 Valuation Update With 7 Day Price Move • Mar 12
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to €23.74, the stock trades at a forward P/E ratio of 30x. Average forward P/E is 18x in the Semiconductor industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €22.55 per share. Valuation Update With 7 Day Price Move • Feb 16
Investor sentiment improves as stock rises 29% After last week's 29% share price gain to €31.80, the stock trades at a forward P/E ratio of 41x. Average forward P/E is 18x in the Semiconductor industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €17.65 per share. Valuation Update With 7 Day Price Move • Jan 26
Investor sentiment improves as stock rises 20% After last week's 20% share price gain to €24.14, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 18x in the Semiconductor industry in Germany. Simply Wall St's valuation model estimates the intrinsic value at €15.75 per share. Annonce • Nov 19
Kokusai Electric Corporation to Report Q3, 2024 Results on Feb 09, 2024 Kokusai Electric Corporation announced that they will report Q3, 2024 results on Feb 09, 2024 Valuation Update With 7 Day Price Move • Nov 18
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to €19.57, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 15x in the Semiconductor industry in Germany. Annonce • Nov 12
Kokusai Electric Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending 31 March 2024 Kokusai Electric Corporation provided consolidated earnings guidance for the fiscal year ending 31 March 2024. For the year, the company expects revenue of JPY 180,000 million, Operating profit of 29,109 million, Net income of JPY 20,200 million. New Risk • Nov 01
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 5.1% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Shares are highly illiquid. Earnings are forecast to decline by an average of 5.1% per year for the foreseeable future. Minor Risk Less than 3 years of financial data is available. Annonce • Oct 29
Kokusai Electric Corporation to Report Q2, 2024 Results on Nov 09, 2023 Kokusai Electric Corporation announced that they will report Q2, 2024 results on Nov 09, 2023 
