Declared Dividend • Jul 25
Final dividend of JP¥23.00 announced Shareholders will receive a dividend of JP¥23.00. Ex-date: 29th September 2026 Payment date: 11th December 2026 Dividend yield will be 5.7%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is not covered by earnings (125% earnings payout ratio). However, it is covered by cash flows (81% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 39% to bring the payout ratio under control, which is more than the 5.3% EPS growth achieved over the last 5 years. Annonce • Jun 03
Takashima & Co., Ltd. to Report Q1, 2027 Results on Aug 06, 2026 Takashima & Co., Ltd. announced that they will report Q1, 2027 results on Aug 06, 2026 Reported Earnings • May 19
Full year 2026 earnings released: EPS: JP¥35.88 (vs JP¥45.69 in FY 2025) Full year 2026 results: EPS: JP¥35.88 (down from JP¥45.69 in FY 2025). Revenue: JP¥90.6b (down 4.1% from FY 2025). Net income: JP¥1.23b (down 22% from FY 2025). Profit margin: 1.4% (down from 1.7% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings. Annonce • May 14
Takashima & Co., Ltd., Annual General Meeting, Jun 23, 2026 Takashima & Co., Ltd., Annual General Meeting, Jun 23, 2026. Annonce • May 10
Takashima & Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026 Takashima & Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥22.50 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is on the higher end at 89% but the company is not cash flow positive. Trailing yield: 5.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.1%). Buy Or Sell Opportunity • Mar 05
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 6.6% to JP¥891. The fair value is estimated to be JP¥735, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.2% over the last 3 years. Earnings per share has grown by 9.0%. Reported Earnings • Feb 14
Third quarter 2026 earnings released: EPS: JP¥13.28 (vs JP¥14.24 in 3Q 2025) Third quarter 2026 results: EPS: JP¥13.28 (down from JP¥14.24 in 3Q 2025). Revenue: JP¥23.7b (down 4.2% from 3Q 2025). Net income: JP¥454.0m (down 7.0% from 3Q 2025). Profit margin: 1.9% (down from 2.0% in 3Q 2025). The decrease in margin was driven by lower revenue. 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 36% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Feb 12
Takashima & Co., Ltd. (TSE:8007) announces an Equity Buyback for 150,000 shares, representing 0.44% for ¥100 million. Takashima & Co., Ltd. (TSE:8007) announces a share repurchase program. Under the program, the company will repurchase up to 150,000 shares, representing 0.44% of its total shares outstanding (excluding treasury shares), for a total of ¥100 million. The purpose of the program is to improve shareholder returns and capital efficiency, and to implement a flexible capital policy in response to the business environment. The repurchase program is valid till February 27, 2026. As of December 31, 2025, the company had 34,179,734 shares outstanding (excluding treasury shares) and had 198,250 shares in treasury. Buy Or Sell Opportunity • Dec 29
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 5.4% to JP¥862. The fair value is estimated to be JP¥705, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 22%. Buy Or Sell Opportunity • Dec 12
Now 20% overvalued The stock has been flat over the last 90 days, currently trading at JP¥844. The fair value is estimated to be JP¥702, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 22%. Declared Dividend • Dec 12
First half dividend of JP¥22.50 announced Shareholders will receive a dividend of JP¥22.50. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 8.0%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (87% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.8% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Annonce • Dec 02
Takashima & Co., Ltd. to Report Q3, 2026 Results on Feb 12, 2026 Takashima & Co., Ltd. announced that they will report Q3, 2026 results on Feb 12, 2026 Buy Or Sell Opportunity • Nov 27
Now 20% overvalued Over the last 90 days, the stock has fallen 2.6% to JP¥850. The fair value is estimated to be JP¥706, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 25%. Reported Earnings • Nov 15
Second quarter 2026 earnings released Second quarter 2026 results: Revenue: JP¥23.4b (up 5.6% from 2Q 2025). Net income: JP¥306.0m (up 3.0% from 2Q 2025). Profit margin: 1.3% (in line with 2Q 2025). Buy Or Sell Opportunity • Oct 20
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 5.6% to JP¥809. The fair value is estimated to be JP¥672, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 34%. Annonce • Sep 01
Takashima & Co., Ltd. to Report Q2, 2026 Results on Nov 12, 2025 Takashima & Co., Ltd. announced that they will report Q2, 2026 results on Nov 12, 2025 Reported Earnings • Aug 08
First quarter 2026 earnings released: EPS: JP¥22.77 (vs JP¥14.05 in 1Q 2025) First quarter 2026 results: EPS: JP¥22.77 (up from JP¥14.05 in 1Q 2025). Revenue: JP¥21.6b (down 6.9% from 1Q 2025). Net income: JP¥389.0m (up 61% from 1Q 2025). Profit margin: 1.8% (up from 1.0% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 34% per year whereas the company’s share price has increased by 37% per year. Buy Or Sell Opportunity • Jul 31
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 23% to JP¥1,608. The fair value is estimated to be JP¥1,337, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 45%. Declared Dividend • Jul 09
Final dividend of JP¥45.00 announced Shareholders will receive a dividend of JP¥45.00. Ex-date: 29th September 2025 Payment date: 11th December 2025 Dividend yield will be 5.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 5.9% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Board Change • Jul 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 5 experienced directors. 3 highly experienced directors. Executive Officer and President & Representative Director of Hi-Land Inc. Masami Takahashi was the last director to join the board, commencing their role in 2025. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Reported Earnings • Jun 27
Full year 2025 earnings released: EPS: JP¥91.37 (vs JP¥273 in FY 2024) Full year 2025 results: EPS: JP¥91.37 (down from JP¥273 in FY 2024). Revenue: JP¥94.5b (up 4.9% from FY 2024). Net income: JP¥1.57b (down 68% from FY 2024). Profit margin: 1.7% (down from 5.4% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth. Annonce • May 31
Takashima & Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025 Takashima & Co., Ltd. announced that they will report Q1, 2026 results at 9:00 AM, Tokyo Standard Time on Aug 07, 2025 New Risk • May 15
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.7% Last year net profit margin: 5.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (1.7% net profit margin). Reported Earnings • May 15
Full year 2025 earnings released: EPS: JP¥91.37 (vs JP¥273 in FY 2024) Full year 2025 results: EPS: JP¥91.37 (down from JP¥273 in FY 2024). Revenue: JP¥94.5b (up 4.9% from FY 2024). Net income: JP¥1.57b (down 68% from FY 2024). Profit margin: 1.7% (down from 5.4% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth. Annonce • May 14
Takashima & Co., Ltd. Revises Dividend Forecast for the Fiscal Year Ended March 31, 2025 Takashima & Co., Ltd. announced its decision to revise, as follows, the dividend per share forecast for the record date of March 31, 2025, which was previously announced on August 8, 2024. The company revised dividend forecast for the fiscal year ended March 31, 2025 as JPY 46.00 per share against previous forecast of JPY 40.00 per share. Reasons for the revision to dividend forecasts: As announced in the Notice Concerning Revision of Shareholder Return Policy under Medium-Term Management Plan Sustainability V (Value) and Revision of Dividend Forecast (Dividend Increase) dated August 8, 2024, the Company has adopted a shareholder return policy of a consolidated payout ratio of 80% or more and a total return ratio of 100% as a limited measure for the two years until the final fiscal year of Sustainability V (fiscal years ended March 2025 and fiscal years ending March 2026). Regarding the dividend forecast for the fiscal year ended March 2025, based on the above dividend policy, the Company plans to increase the year-end dividend by JPY 6 per share from the previously forecasted JPY 40 per share to JPY 46 per share. As a result, the annual dividend for the fiscal year ended March 2025 will be JPY 86 per share, including the interim dividend (JPY 40 per share). Annonce • May 13
Takashima & Co., Ltd., Annual General Meeting, Jun 24, 2025 Takashima & Co., Ltd., Annual General Meeting, Jun 24, 2025. Annonce • Mar 19
Takashima & Co., Ltd. (TSE:8007) announces an Equity Buyback for 100,000 shares, representing 0.58% for ¥100 million. Takashima & Co., Ltd. (TSE:8007) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 12.91% of its total shares outstanding (excluding treasury shares), for a total of ¥100 million. The purpose of the program is to improve shareholder returns and capital efficiency, and to implement a flexible capital policy in response to the business environment. The repurchase program is valid till April 30, 2025. As of December 31, 2024, the company had 17,136,583 shares outstanding (excluding treasury shares) and had 126,309 shares in treasury (after taking the stock split into account). Annonce • Mar 05
Takashima & Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025 Takashima & Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025 Annonce • Feb 12
Takashima Announces Organizational Integration and Reorganization At a meeting held on February 12, 2025, the Board of Directors of Takashima & Co., Ltd. decided the following organizational changes, effective April 1. The company also announced that it has informally nominated a candidate for the position of director, effective June 24, 2025. The appointment of directors will be decided at the annual general meeting of shareholders and the board of directors meeting scheduled for June 24, 2025. 1. Organizational integration and reorganization (as of April 1). Construction Supply Division, In order to ensure sustainable growth, they will change from a regional headquarters organization to a market- specific, field-specific headquarters organization, with the aim of responding more directly to target markets. Currently, the sales organization of the Construction Supply Division consists of the East Japan Business Department, Central Japan Business Department, West Japan Business Division, Energy Solution Business Development Department, and Construction Supply Solution Business Development Department. This organizational design will be reorganized into Building Materials Department, Foundation Business Management Department, Housing Materials Management Department, and Energy Solution Department. (2) Business Integration Division For the purpose of strengthening organizational capabilities and improving operational efficiency for sustainable growth, the administrative functions related mainly to the Construction Supply business, which were previously handled by the Business Management Division, will be transferred to the newly established Business Administration Management Department within the Construction Supply Division. In addition, the Business Administration Division will be renamed the Business Integration Division with a primary focus on the integration of the entire group. Annonce • Feb 04
Takashima & Co., Ltd. (TSE:8007) completed the acquisition of Sanwa Holdings Co., Ltd. from Eiji Karikomi. Takashima & Co., Ltd. (TSE:8007) agreed to acquire Sanwa Holdings Co., Ltd. from Eiji Karikomi on January 23, 2025.
For the period ending December 31, 2024, Sanwa Holdings Co., Ltd. reported total revenue of ¥4.53 billion, EBIT of ¥300 million and net income of ¥69 million. As of December 31, 2024, Sanwa Holdings Co., Ltd. reported total assets of ¥5.04 billion and total common equity of ¥1.81 billion.
The expected completion of the transaction is February 3, 2025.
Takashima & Co., Ltd. (TSE:8007) completed the acquisition of Sanwa Holdings Co., Ltd. from Eiji Karikomi on February 3, 2025. Annonce • Jan 23
Takashima & Co., Ltd. (TSE:8007) agreed to acquire Sanwa Holdings Co., Ltd. from Eiji Karikomi. Takashima & Co., Ltd. (TSE:8007) agreed to acquire Sanwa Holdings Co., Ltd. from Eiji Karikomi on January 23, 2025.
For the period ending December 31, 2024, Sanwa Holdings Co., Ltd. reported total revenue of ¥4.53 billion, EBIT of ¥300 million and net income of ¥69 million. As of December 31, 2024, Sanwa Holdings Co., Ltd. reported total assets of ¥5.04 billion and total common equity of ¥1.81 billion.
The expected completion of the transaction is February 3, 2025. Declared Dividend • Dec 12
First half dividend of JP¥40.00 announced Shareholders will receive a dividend of JP¥40.00. Ex-date: 28th March 2025 Payment date: 5th June 2025 Dividend yield will be 6.4%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (32% cash payout ratio). The dividend has increased by an average of 22% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 55% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Annonce • Dec 03
Takashima & Co., Ltd. to Report Q3, 2025 Results on Feb 12, 2025 Takashima & Co., Ltd. announced that they will report Q3, 2025 results on Feb 12, 2025 Reported Earnings • Nov 16
Second quarter 2025 earnings released: EPS: JP¥17.33 (vs JP¥17.13 in 2Q 2024) Second quarter 2025 results: EPS: JP¥17.33. Revenue: JP¥22.2b (flat on 2Q 2024). Net income: JP¥297.0m (down 2.6% from 2Q 2024). Profit margin: 1.3% (down from 1.4% in 2Q 2024). Upcoming Dividend • Sep 20
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.3%). Annonce • Sep 19
Takashima & Co., Ltd. Announces Executive Changes Takashima & Co., Ltd. announced the resignation of Takahiro Suzuki as director with effect from September 9, 2024 due to personal reasons. After the resignation of the director, the number of directors as stipulated by laws and regulations and the Articles of Incorporation of the Company remain satisfactory. Name Takahiro Suzuki, Former position: Managing Executive Officer, Division Chief of Business Management Division. Name: Koichi Takashima, New position: Chief Executive Officer and Chief of Business Management Division. Former position: Chief Executive Officer. Reported Earnings • Aug 13
First quarter 2025 earnings released: EPS: JP¥10.78 (vs JP¥23.33 in 1Q 2024) First quarter 2025 results: EPS: JP¥10.78 (down from JP¥23.33 in 1Q 2024). Revenue: JP¥24.2b (up 23% from 1Q 2024). Net income: JP¥185.0m (down 55% from 1Q 2024). Profit margin: 0.8% (down from 2.1% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Aug 06
Now 20% overvalued Over the last 90 days, the stock has fallen 27% to JP¥841. The fair value is estimated to be JP¥699, however this is not to be taken as a sell 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 44%. New Risk • Aug 05
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥13.3b (US$93.7m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Market cap is less than US$100m (JP¥13.3b market cap, or US$93.7m). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to JP¥780, the stock trades at a trailing P/E ratio of 2.8x. Average trailing P/E is 9x in the Trade Distributors industry in Japan. Total returns to shareholders of 108% over the past three years. Declared Dividend • Jul 11
Final dividend of JP¥20.00 announced Shareholders will receive a dividend of JP¥20.00. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 5.9%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 35% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Jun 21
Full year 2024 earnings released: EPS: JP¥273 (vs JP¥88.71 in FY 2023) Full year 2024 results: EPS: JP¥273 (up from JP¥88.71 in FY 2023). Revenue: JP¥90.1b (up 13% from FY 2023). Net income: JP¥4.83b (up 205% from FY 2023). Profit margin: 5.4% (up from 2.0% in FY 2023). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth. Annonce • Jun 06
Takashima & Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024 Takashima & Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024 Reported Earnings • May 11
Full year 2024 earnings released: EPS: JP¥273 (vs JP¥88.71 in FY 2023) Full year 2024 results: EPS: JP¥273 (up from JP¥88.71 in FY 2023). Revenue: JP¥90.1b (up 13% from FY 2023). Net income: JP¥4.83b (up 205% from FY 2023). Profit margin: 5.4% (up from 2.0% in FY 2023). Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth. Annonce • May 11
Takashima & Co., Ltd., Annual General Meeting, Jun 25, 2024 Takashima & Co., Ltd., Annual General Meeting, Jun 25, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 40% but the company is paying out more than the cash it is generating. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%). Annonce • Mar 09
Takashima & Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024 Takashima & Co., Ltd. announced that they will report fiscal year 2024 results on May 09, 2024 Reported Earnings • Feb 10
Third quarter 2024 earnings released: EPS: JP¥29.13 (vs JP¥16.25 in 3Q 2023) Third quarter 2024 results: EPS: JP¥29.13 (up from JP¥16.25 in 3Q 2023). Revenue: JP¥24.4b (up 14% from 3Q 2023). Net income: JP¥517.0m (up 78% from 3Q 2023). Profit margin: 2.1% (up from 1.4% 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 20% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Dec 29
Takashima & Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024 Takashima & Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024 Valuation Update With 7 Day Price Move • Dec 20
Investor sentiment improves as stock rises 21% After last week's 21% share price gain to JP¥1,119, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 10x in the Trade Distributors industry in Japan. Total returns to shareholders of 230% over the past three years. Buying Opportunity • Dec 05
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 6.3%. The fair value is estimated to be JP¥1,165, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 13%. Annonce • Nov 10
Takashima & Co., Ltd. (TSE:8007) announces an Equity Buyback for 280,000 shares, representing 1.57% for ¥100 million. Takashima & Co., Ltd. (TSE:8007) announces a share repurchase program. Under the program, the company will repurchase up to 280,000 shares, representing 1.57% of its total shares outstanding (excluding treasury shares), for a total of ¥100 million. The purpose of the program is to increase shareholder returns, improve capital efficiency, and carry out flexible capital policies in accordance with the business environment. The repurchase program is valid till March 31, 2024. As of September 30, 2023, the company had 17,813,428 shares outstanding (excluding treasury shares) and had 51,664 shares in treasury. Reported Earnings • Nov 10
Second quarter 2024 earnings released Second quarter 2024 results: Revenue: JP¥22.2b (up 5.2% from 2Q 2023). Net income: JP¥305.0m (down 4.1% from 2Q 2023). Profit margin: 1.4% (in line with 2Q 2023). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Nov 09
Takashima & Co., Ltd. Declares Dividend for the Fiscal Year Ending March 31, 2024, Payable on December 11, 2023 Takashima & Co., Ltd. declares dividend of JPY 80 for the fiscal year ending March 31, 2024, payable on December 11, 2023. Record date September 30, 2023. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥70.00 per share at 4.3% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 12 December 2023. Payout ratio is a comfortable 42% but the company is not cash flow positive. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.8%). Annonce • Sep 15
Takashima & Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023 Takashima & Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023 Reported Earnings • Aug 12
First quarter 2024 earnings released: EPS: JP¥93.30 (vs JP¥42.69 in 1Q 2023) First quarter 2024 results: EPS: JP¥93.30 (up from JP¥42.69 in 1Q 2023). Revenue: JP¥19.8b (up 12% from 1Q 2023). Net income: JP¥415.0m (up 117% from 1Q 2023). Profit margin: 2.1% (up from 1.1% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Jun 21
Takashima & Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023 Takashima & Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023 Annonce • May 18
Takashima & Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024 Takashima & Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2024. For the year, the company expects net sales of JPY 89,000 million, operating profit of JPY 1,800 million, profit attributable to owners of parent JPY 1,600 million and basic earnings per share of JPY 89.53. Reported Earnings • May 13
Full year 2023 earnings released: EPS: JP¥355 (vs JP¥288 in FY 2022) Full year 2023 results: EPS: JP¥355 (up from JP¥288 in FY 2022). Revenue: JP¥79.7b (up 7.6% from FY 2022). Net income: JP¥1.59b (up 22% from FY 2022). Profit margin: 2.0% (up from 1.8% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth. Annonce • May 13
Takashima & Co., Ltd., Annual General Meeting, Jun 23, 2023 Takashima & Co., Ltd., Annual General Meeting, Jun 23, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥70.00 per share at 4.8% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 07 June 2023. Payout ratio is on the higher end at 85% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.8%). Reported Earnings • Feb 12
Third quarter 2023 earnings released: EPS: JP¥64.98 (vs JP¥77.44 in 3Q 2022) Third quarter 2023 results: EPS: JP¥64.98 (down from JP¥77.44 in 3Q 2022). Revenue: JP¥21.4b (up 14% from 3Q 2022). Net income: JP¥290.0m (down 17% from 3Q 2022). Profit margin: 1.4% (down from 1.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth. Annonce • Dec 18
Takashima & Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023 Takashima & Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023 Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥70.94 (vs JP¥99.62 in 2Q 2022) Second quarter 2023 results: EPS: JP¥70.94 (down from JP¥99.62 in 2Q 2022). Revenue: JP¥21.1b (up 7.5% from 2Q 2022). Net income: JP¥318.0m (down 29% from 2Q 2022). Profit margin: 1.5% (down from 2.3% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth. 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 Outside Audit & Supervisory Board Member Akifumi Ujita 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 • Nov 15
Takashima & Co., Ltd. (TSE:8007) announces an Equity Buyback for 70,000 shares, representing 1.56% for ¥100 million. Takashima & Co., Ltd. (TSE:8007) announces a share repurchase program. Under the program, the company will repurchase up to 70,000 shares, representing 1.56% of its issued share capital (excluding treasury stock), for a total purchase price of ¥100 million. The purpose of the program is improving shareholder returns and capital efficiency and implementing a flexible capital policy that responds to the business environment. The program will continue through March 31, 2023. As of September 30, 2022, the company had 4,500,973 (excluding treasury stock) and 17,462 treasury shares. Annonce • Sep 30
Takashima & Co., Ltd. to Report Q2, 2023 Results on Nov 14, 2022 Takashima & Co., Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022 
