View ValuationEXEDY 将来の成長Future 基準チェック /16EXEDY利益と収益がそれぞれ年間6.5%と0.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8.7% 8.1%なると予測されています。主要情報6.5%収益成長率8.14%EPS成長率Auto Components 収益成長59.3%収益成長率0.3%将来の株主資本利益率8.66%アナリストカバレッジLow最終更新日09 Mar 2026今後の成長に関する最新情報お知らせ • Jan 28EXEDY Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026EXEDY Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company now expects net sales of JPY 300,000 million against previous guidance of JPY 295,000 million, operating profit of JPY 22,000 million against previous guidance of JPY 21,000 million, Profit Attributable to Owners of Parent of JPY 13,500 million against previous guidance of JPY 12,500 million, earnings per share of JPY 369.36 against previous guidance of JPY 341.99 Reason for the revision: The outlook for the global economy remains uncertain due to the spread of protectionist movements, but the Company have revised its Consolidated Financial Results Forecast, based on current demand, as described above because the exchange rate has shifted to a weaker yen than expected and 3rd Quarter results of the Company exceeded its previous forecast.お知らせ • Jul 30EXEDY Corporation Provides Consolidated Earnings Guidance for the Period from April 1, 2024 to March 31, 2025EXEDY Corporation provided consolidated earnings guidance for the period from April 1, 2024 to March 31, 2025. For the period, the company expects revenue of JPY 300,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 10,000 million and Basic earnings per share of JPY 221.41.すべての更新を表示Recent updatesお知らせ • Apr 28EXEDY Corporation (TSE:7278) announces an Equity Buyback for 2,000,000 shares, representing 5.47% for ¥8,000 million.EXEDY Corporation (TSE:7278) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 5.47% of its issued share capital, for ¥8,000 million. The purpose of the program is to improve capital efficiency and return to shareholders. The program is valid till December 31, 2026. As of March 31, 2026, there are 36,539,390 outstanding shares (excluding treasury stock) and 12,054,346 treasury shares.お知らせ • Apr 27EXEDY Corporation, Annual General Meeting, Jun 19, 2026EXEDY Corporation, Annual General Meeting, Jun 19, 2026.お知らせ • Apr 21EXEDY Corporation to Report Fiscal Year 2026 Results on Apr 27, 2026EXEDY Corporation announced that they will report fiscal year 2026 results on Apr 27, 2026お知らせ • Feb 21EXEDY Corporation (TSE:7278) agreed to acquire Protean Electric Limited from BD Auto And Energy Ltd. for ¥5.1 billion.EXEDY Corporation (TSE:7278) agreed to acquire Protean Electric Limited from BD Auto And Energy Ltd. for ¥5.1 billion on February 20, 2026. Following the acquisition, Protean Electric Limited would become a wholly owned subsidiary of EXEDY Corporation. For the period ending December 31, 2025, Protean Electric Limited reported total revenue of ¥7.09 million and operating loss of ¥4.61 million. As of December 31, 2025, Protean Electric Limited reported total assets of ¥5.33 million and net liabilities of ¥89.5 million. The date of conclusion of the agreement and date of commencement of share transfer are planned on February 26, 2026.お知らせ • Jan 28EXEDY Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026EXEDY Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company now expects net sales of JPY 300,000 million against previous guidance of JPY 295,000 million, operating profit of JPY 22,000 million against previous guidance of JPY 21,000 million, Profit Attributable to Owners of Parent of JPY 13,500 million against previous guidance of JPY 12,500 million, earnings per share of JPY 369.36 against previous guidance of JPY 341.99 Reason for the revision: The outlook for the global economy remains uncertain due to the spread of protectionist movements, but the Company have revised its Consolidated Financial Results Forecast, based on current demand, as described above because the exchange rate has shifted to a weaker yen than expected and 3rd Quarter results of the Company exceeded its previous forecast.お知らせ • Jan 06EXEDY Corporation to Report Q3, 2026 Results on Jan 28, 2026EXEDY Corporation announced that they will report Q3, 2026 results at 3:00 PM, Tokyo Standard Time on Jan 28, 2026お知らせ • Sep 01EXEDY Corporation to Report Q2, 2026 Results on Oct 29, 2025EXEDY Corporation announced that they will report Q2, 2026 results on Oct 29, 2025お知らせ • Jul 08EXEDY Corporation to Report Q1, 2026 Results on Jul 29, 2025EXEDY Corporation announced that they will report Q1, 2026 results on Jul 29, 2025お知らせ • Apr 24EXEDY Corporation, Annual General Meeting, Jun 25, 2025EXEDY Corporation, Annual General Meeting, Jun 25, 2025.お知らせ • Mar 27Exedy Corporation Announces Executive ChangesEXEDY Corporation announced that at its board meeting held on March 27, 2025, it resolved following chanages: Retiring Directors: Junji Yamakawa (currently Director and Senior Executive Officer); Hisashi Honjo (currently Director and Senior Executive Officer); Moritaka Yoshida (currently Outside Director); Ichizo Yoshikawa (currently Outside Director); Retiring Audit & Supervisory Board Member: Shintaro Ito (currently External Audit & Supervisory Board Member); Changes in Director and Senior Executive Officer as of March 31, 2025: Mitsugu Yamaguchi, currently a Director and Senior Executive Officer, will retire from his position on March 31, 2025, and will be appointed as a Senior Directing Expert.お知らせ • Mar 19EXEDY Corporation to Report Fiscal Year 2025 Results on Apr 24, 2025EXEDY Corporation announced that they will report fiscal year 2025 results on Apr 24, 2025お知らせ • Dec 04EXEDY Corporation to Report Q3, 2025 Results on Jan 30, 2025EXEDY Corporation announced that they will report Q3, 2025 results on Jan 30, 2025Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥64.81 (vs JP¥59.01 in 2Q 2024)Second quarter 2025 results: EPS: JP¥64.81 (up from JP¥59.01 in 2Q 2024). Revenue: JP¥78.4b (flat on 2Q 2024). Net income: JP¥2.78b (flat on 2Q 2024). Profit margin: 3.5% (in line with 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance.お知らせ • Oct 29+ 2 more updatesEXEDY Corporation Resolves Interim Dividend, Effective November 25, 2024; Revises Year-End Dividend Forecast for the Fiscal Year Ending March 31, 2025EXEDY Corporation announced that it has resolved, at a meeting of the board of directors held on October 29, 2024, to pay interim dividend dividends of surplus with a record date of September 30, 2024, and to revise the year-end dividend forecast for the fiscal year ending March 31, 2025. Details of resolutions are as follows: Details of dividend: Dividend per share is JPY 100; Total amount of dividends is JPY 4,187 million; Effective date is November 25, 2024. Interim dividend for the previous fiscal year ended March 31, 2024 of JPY 60 per share. Details of resolution on revisions to year-end dividend forecast: Revised year-end dividend forecast for the fiscal year ending March 31, 2025 of JPY 100 per share compared to previous forecast of JPY 60 per share. Reasons: The basic dividend policy of The Company is to provide fair returns to shareholders while at the same time securing the necessary internal reserves for the sustainable development of the business of the company. And, the company have been examining the appropriate capital structure to implement management that is conscious of cost of capital and stock price. The company has now decided to increase dividends in order to improve capital efficiency and strengthen shareholder returns.お知らせ • Oct 17EXEDY Corporation (TSE:7278) acquired WorldLink & Company Co.,Ltd.EXEDY Corporation (TSE:7278) acquired WorldLink & Company Co.,Ltd. on October 16, 2024. EXEDY Corporation (TSE:7278) completed the acquisition of WorldLink & Company Co.,Ltd. on October 16, 2024.Upcoming Dividend • Sep 20Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.3%).お知らせ • Sep 04EXEDY Corporation to Report Q2, 2025 Results on Oct 29, 2024EXEDY Corporation announced that they will report Q2, 2025 results on Oct 29, 2024お知らせ • Aug 06EXEDY Corporation (TSE:7278) completed the acquisition of an unknown majority stake in PRE-EV Mobility Co., Ltd.EXEDY Corporation (TSE:7278) acquired an unknown majority stake in PRE-EV Mobility Co., Ltd. in July , 2024. EXEDY Corporation (TSE:7278) completed the acquisition of an unknown majority stake in PRE-EV Mobility Co., Ltd. in July , 2024.Buy Or Sell Opportunity • Aug 04Now 21% undervaluedOver the last 90 days, the stock has risen 10% to €18.60. The fair value is estimated to be €23.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥76.61 (vs JP¥55.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥76.61 (up from JP¥55.33 in 1Q 2024). Revenue: JP¥75.4b (up 2.8% from 1Q 2024). Net income: JP¥3.53b (up 36% from 1Q 2024). Profit margin: 4.7% (up from 3.5% in 1Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.お知らせ • Jul 30EXEDY Corporation Provides Consolidated Earnings Guidance for the Period from April 1, 2024 to March 31, 2025EXEDY Corporation provided consolidated earnings guidance for the period from April 1, 2024 to March 31, 2025. For the period, the company expects revenue of JPY 300,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 10,000 million and Basic earnings per share of JPY 221.41.Declared Dividend • Jul 11Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 347%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 350% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 28Full year 2024 earnings released: JP¥213 loss per share (vs JP¥97.80 profit in FY 2023)Full year 2024 results: JP¥213 loss per share (down from JP¥97.80 profit in FY 2023). Revenue: JP¥308.3b (up 7.9% from FY 2023). Net loss: JP¥10.0b (down 318% from profit in FY 2023). Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.お知らせ • Apr 28EXEDY Corporation, Annual General Meeting, Jun 24, 2024EXEDY Corporation, Annual General Meeting, Jun 24, 2024.お知らせ • Apr 27+ 2 more updatesEXEDY Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Payable on June 25, 2024EXEDY Corporation announced dividend of JPY 60.00 for the fiscal year ended March 31, 2024 against JPY 45.00 per share paid a year ago. Scheduled Date to commence dividend payments: June 25, 2024.Reported Earnings • Apr 26Full year 2024 earnings released: JP¥213 loss per share (vs JP¥97.80 profit in FY 2023)Full year 2024 results: JP¥213 loss per share (down from JP¥97.80 profit in FY 2023). Revenue: JP¥308.3b (up 7.9% from FY 2023). Net loss: JP¥10.0b (down 318% from profit in FY 2023). Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.8%).お知らせ • Mar 02EXEDY Corporation to Report Fiscal Year 2024 Results on Apr 25, 2024EXEDY Corporation announced that they will report fiscal year 2024 results on Apr 25, 2024Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥60.41 (vs JP¥64.26 in 3Q 2023)Third quarter 2024 results: EPS: JP¥60.41 (down from JP¥64.26 in 3Q 2023). Revenue: JP¥80.7b (up 7.4% from 3Q 2023). Net income: JP¥2.84b (down 6.0% from 3Q 2023). Profit margin: 3.5% (down from 4.0% in 3Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany. 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 11% per year, which means it is well ahead of earnings.お知らせ • Feb 01+ 1 more updateEXEDY Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024EXEDY Corporation provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 60.00 per share against JPY 45.00 per share paid a year ago.Buying Opportunity • Jan 13Now 21% undervaluedOver the last 90 days, the stock is up 4.5%. The fair value is estimated to be €20.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 3.4%. Revenue is forecast to grow by 8.2% in 2 years. Earnings is forecast to grow by 105% in the next 2 years.お知らせ • Dec 27EXEDY Corporation to Report Q3, 2024 Results on Jan 31, 2024EXEDY Corporation announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥59.00 (vs JP¥49.74 in 2Q 2023)Second quarter 2024 results: EPS: JP¥59.00 (up from JP¥49.74 in 2Q 2023). Revenue: JP¥77.8b (up 5.5% from 2Q 2023). Net income: JP¥2.77b (up 19% from 2Q 2023). Profit margin: 3.6% (up from 3.2% in 2Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany.お知らせ • Oct 31+ 2 more updatesEXEDY Corporation to Report Q2, 2024 Final Results on Nov 10, 2023EXEDY Corporation announced that they will report Q2, 2024 final results on Nov 10, 2023お知らせ • Sep 28EXEDY Corporation to Report Q2, 2024 Results on Oct 30, 2023EXEDY Corporation announced that they will report Q2, 2024 results on Oct 30, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥60.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.6%).New Risk • Aug 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Profit margins are more than 30% lower than last year (1.9% net profit margin).お知らせ • Aug 04+ 1 more updateEXEDY Corporation Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year 2023EXEDY Corporation provided dividend guidance for the second quarter and full year of fiscal year 2023. For the second quarter, the company expects dividend of JPY 60.00 per share, compared to JPY 45.00 per share paid an year ago.For the year, the company expects to pay a dividend of JPY 60 per share, compared to JPY 45.00 per share paid an year ago.Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥55.33 (vs JP¥32.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥55.33 (up from JP¥32.65 in 1Q 2023). Revenue: JP¥73.4b (up 14% from 1Q 2023). Net income: JP¥2.60b (up 70% from 1Q 2023). Profit margin: 3.5% (up from 2.4% in 1Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany.New Risk • Jul 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Profit margins are more than 30% lower than last year (1.6% net profit margin).お知らせ • May 31EXEDY Corporation to Report Q1, 2024 Results on Jul 31, 2023EXEDY Corporation announced that they will report Q1, 2024 results on Jul 31, 2023お知らせ • May 13+ 2 more updatesEXEDY Corporation Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year 2023EXEDY Corporation provided dividend guidance for the second quarter and full year of fiscal year 2023. For the second quarter, the company expects dividend of JPY 60.00 per share, compared to JPY 45.00 per share paid an year ago.For the year, the company expects to pay a dividend of JPY 60 per share, compared to JPY 45.00 per share paid an year ago.Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥97.79 (vs JP¥266 in FY 2022)Full year 2023 results: EPS: JP¥97.79 (down from JP¥266 in FY 2022). Revenue: JP¥285.6b (up 9.4% from FY 2022). Net income: JP¥4.59b (down 63% from FY 2022). Profit margin: 1.6% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Auto Components industry in Germany.Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 5.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.5%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥64.26 (vs JP¥55.11 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.26 (up from JP¥55.11 in 3Q 2022). Revenue: JP¥75.1b (up 14% from 3Q 2022). Net income: JP¥3.02b (up 17% from 3Q 2022). Profit margin: 4.0% (up from 3.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany.お知らせ • Jan 31+ 1 more updateEXEDY Corporation Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2023EXEDY Corporation provided year-end dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay year-end dividend of JPY 45.00 per share against JPY 50.00 per share paid for the same period a year ago.お知らせ • Dec 04EXEDY Corporation to Report Q3, 2023 Results on Jan 30, 2023EXEDY Corporation announced that they will report Q3, 2023 results on Jan 30, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥49.74 (vs JP¥67.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.74 (down from JP¥67.20 in 2Q 2022). Revenue: JP¥73.8b (up 20% from 2Q 2022). Net income: JP¥2.34b (down 26% from 2Q 2022). Profit margin: 3.2% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Auto Components industry in Germany.Board Change • Nov 16Less than half of directors are independentFollowing 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. 8 non-independent directors. Independent Outside Director Takashi Hayashi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥49.74 (vs JP¥67.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.74 (down from JP¥67.20 in 2Q 2022). Revenue: JP¥73.8b (up 20% from 2Q 2022). Net income: JP¥2.34b (down 26% from 2Q 2022). Profit margin: 3.2% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Auto Components industry in Germany.お知らせ • Nov 01+ 2 more updatesEXEDY Corporation Announces Dividend for the Six Months Ended September 30, 2022, Payable on November 25, 2022EXEDY Corporation announced dividend of JPY 45.00 per share for the six months ended September 30, 2022 against JPY 40.00 per share paid for the same period a year ago. Dividend payable date (as planned) is November 25, 2022.Board Change • Sep 29Less than half of directors are independentFollowing 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. 8 non-independent directors. Independent Outside Director Takashi Hayashi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Aug 28EXEDY Corporation to Report Q2, 2023 Results on Oct 31, 2022EXEDY Corporation announced that they will report Q2, 2023 results on Oct 31, 2022Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥32.65 (vs JP¥59.14 in 1Q 2022)First quarter 2023 results: EPS: JP¥32.65 (down from JP¥59.14 in 1Q 2022). Revenue: JP¥64.4b (up 3.8% from 1Q 2022). Net income: JP¥1.53b (down 45% from 1Q 2022). Profit margin: 2.4% (down from 4.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 10% growth forecast for the industry in Germany.お知らせ • Jul 29+ 2 more updatesEXEDY Corporation Provides Second Quarter End Dividend Guidance for the Fiscal Year Ending March 31, 2023EXEDY Corporation provided second quarter end dividend guidance for the fiscal year ending March 31, 2023. For the second quarter, the company expects dividend of JPY 45.00 per share compared to JPY 40.00 per share a year ago.お知らせ • Jul 28EXEDY Corporation to Report Q1, 2023 Final Results on Aug 10, 2022EXEDY Corporation announced that they will report Q1, 2023 final results on Aug 10, 2022お知らせ • May 29EXEDY Corporation to Report Q1, 2023 Results on Jul 28, 2022EXEDY Corporation announced that they will report Q1, 2023 results on Jul 28, 2022Buying Opportunity • May 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be €14.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.9% in 2 years. Earnings is forecast to decline by 2.8% in the next 2 years.Reported Earnings • May 04Full year 2022 earnings released: EPS: JP¥266 (vs JP¥106 in FY 2021)Full year 2022 results: EPS: JP¥266 (up from JP¥106 in FY 2021). Revenue: JP¥261.1b (up 15% from FY 2021). Net income: JP¥12.5b (up 150% from FY 2021). Profit margin: 4.8% (up from 2.2% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 9.3% growth forecast for the industry in Germany.お知らせ • May 02EXEDY Corporation, Annual General Meeting, Jun 28, 2022EXEDY Corporation, Annual General Meeting, Jun 28, 2022.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Takashi Hayashi was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 08EXEDY Corporation to Report Fiscal Year 2022 Results on May 02, 2022EXEDY Corporation announced that they will report fiscal year 2022 results on May 02, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (3.3%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥55.07 (down from JP¥90.31 in 3Q 2021). Revenue: JP¥65.7b (down 1.6% from 3Q 2021). Net income: JP¥2.58b (down 39% from 3Q 2021). Profit margin: 3.9% (down from 6.3% in 3Q 2021). Revenue missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 4.9% compared to a 2.9% decline forecast for the industry in Germany.お知らせ • Feb 01+ 1 more updateEXEDY Corporation Announces Dividend for the End of Second Quarter of the Fiscal Year Ending March 31, 2022 ; Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2022EXEDY Corporation announced dividend of JPY 40 per share for the end of second quarter of the fiscal year ending March 31, 2022.The company provided year end dividend guidance for the fiscal year ending March 31, 2022. For the year end, the company expects to pay a dividend of JPY 40 per share.Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS JP¥67.19 (vs JP¥46.59 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥61.3b (up 8.6% from 2Q 2021). Net income: JP¥3.15b (up 44% from 2Q 2021). Profit margin: 5.1% (up from 3.9% in 2Q 2021).Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 27 November 2021. Trailing yield: 4.6%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.1%).Reported Earnings • Jul 29First quarter 2022 earnings released: EPS JP¥59.14 (vs JP¥50.33 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥62.1b (up 63% from 1Q 2021). Net income: JP¥2.77b (up JP¥5.13b from 1Q 2021). Profit margin: 4.5% (up from net loss in 1Q 2021).Reported Earnings • May 04Full year 2021 earnings released: EPS JP¥106 (vs JP¥198 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥227.4b (down 14% from FY 2020). Net income: JP¥4.98b (down 48% from FY 2020). Profit margin: 2.2% (down from 3.6% in FY 2020). The decrease in margin was driven by lower revenue.Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥90.31 (vs JP¥81.44 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¥66.8b (down 2.4% from 3Q 2020). Net income: JP¥4.24b (up 8.0% from 3Q 2020). Profit margin: 6.3% (up from 5.7% in 3Q 2020).Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectationsRevenue exceeded analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 9.1%, compared to a 9.7% growth forecast for the Auto Components industry in Germany.お知らせ • Jan 29Exedy Corporation Provides Dividend Guidance for Second Quarter and for Year End for Year Ending March 2021EXEDY Corporation provided dividend guidance for second quarter of JPY 30.00 and for year end JPY 30.00 for year ending March 2021.Reported Earnings • Jan 28Third quarter 2021 earnings released: EPS JP¥90.31 (vs JP¥81.44 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¥66.8b (down 2.4% from 3Q 2020). Net income: JP¥4.24b (up 8.0% from 3Q 2020). Profit margin: 6.3% (up from 5.7% in 3Q 2020).Analyst Estimate Surprise Post Earnings • Jan 28Revenue beats expectationsRevenue exceeded analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 9.1%, compared to a 9.4% growth forecast for the Auto Components industry in Germany.業績と収益の成長予測DB:64M - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2028306,00015,600N/AN/A13/31/2027307,00015,200N/AN/A13/31/2026303,93313,68032,21940,567N/A12/31/2025302,62913,65832,57141,198N/A9/30/2025303,91412,71630,32338,782N/A6/30/2025306,01611,93427,74435,229N/A3/31/2025309,56412,74423,45731,495N/A12/31/2024309,840-8,05423,28331,292N/A9/30/2024310,942-9,08823,74331,873N/A6/30/2024310,418-9,09227,18435,725N/A3/31/2024308,338-10,02328,13337,609N/A12/31/2023304,1855,91322,37433,319N/A9/30/2023298,6286,09320,29933,002N/A6/30/2023294,5595,65713,56726,380N/A3/31/2023285,6394,59114,77927,224N/A12/31/2022285,36310,85013,37825,680N/A9/30/2022275,94810,41711,11122,810N/A6/30/2022263,46011,23514,69127,488N/A3/31/2022261,09512,47713,63028,434N/A12/31/2021255,2339,43318,26332,428N/A9/30/2021256,31311,08518,98236,282N/A6/30/2021251,46410,11717,60835,737N/A3/31/2021227,4204,98313,10530,105N/A12/31/2020222,5995,0235,73029,604N/A9/30/2020224,2504,7097,20529,392N/A6/30/2020235,4735,40610,02133,273N/A3/31/2020263,8999,4929,80836,103N/A12/31/2019269,4259,595N/A33,382N/A9/30/2019272,4969,882N/A34,521N/A6/30/2019276,19710,602N/A31,748N/A3/31/2019282,39812,967N/A31,760N/A12/31/2018286,86614,329N/AN/AN/A9/30/2018288,01615,030N/A30,253N/A6/30/2018286,94315,720N/AN/AN/A3/31/2018283,31915,791N/A33,006N/A12/31/2017282,38716,449N/AN/AN/A9/30/2017273,75216,220N/A36,999N/A6/30/2017269,25915,333N/AN/AN/A3/31/2017266,12113,855N/A37,309N/A12/31/2016266,37814,107N/AN/AN/A9/30/2016269,19012,269N/A31,106N/A6/30/2016270,24311,761N/AN/AN/A3/31/2016268,75212,013N/A27,166N/A12/31/2015264,93410,286N/AN/AN/A9/30/2015261,78110,511N/A25,551N/A6/30/2015259,20510,010N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 64Mの予測収益成長率 (年間6.5% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 64Mの収益 ( 6.5% ) German市場 ( 17.2% ) よりも低い成長が予測されています。高成長収益: 64Mの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 64Mの収益 ( 0.3% ) German市場 ( 6.8% ) よりも低い成長が予測されています。高い収益成長: 64Mの収益 ( 0.3% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 64Mの 自己資本利益率 は、3年後には低くなると予測されています ( 8.7 %)。成長企業の発掘7D1Y7D1Y7D1YAutomobiles 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/25 08:15終値2026/05/25 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋EXEDY Corporation 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Shiro SakamakiDaiwa Securities Co. Ltd.Ayako WatanabeIchiyoshi Research Institute Inc.Shinji KakiuchiMorgan Stanley3 その他のアナリストを表示
お知らせ • Jan 28EXEDY Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026EXEDY Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company now expects net sales of JPY 300,000 million against previous guidance of JPY 295,000 million, operating profit of JPY 22,000 million against previous guidance of JPY 21,000 million, Profit Attributable to Owners of Parent of JPY 13,500 million against previous guidance of JPY 12,500 million, earnings per share of JPY 369.36 against previous guidance of JPY 341.99 Reason for the revision: The outlook for the global economy remains uncertain due to the spread of protectionist movements, but the Company have revised its Consolidated Financial Results Forecast, based on current demand, as described above because the exchange rate has shifted to a weaker yen than expected and 3rd Quarter results of the Company exceeded its previous forecast.
お知らせ • Jul 30EXEDY Corporation Provides Consolidated Earnings Guidance for the Period from April 1, 2024 to March 31, 2025EXEDY Corporation provided consolidated earnings guidance for the period from April 1, 2024 to March 31, 2025. For the period, the company expects revenue of JPY 300,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 10,000 million and Basic earnings per share of JPY 221.41.
お知らせ • Apr 28EXEDY Corporation (TSE:7278) announces an Equity Buyback for 2,000,000 shares, representing 5.47% for ¥8,000 million.EXEDY Corporation (TSE:7278) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 5.47% of its issued share capital, for ¥8,000 million. The purpose of the program is to improve capital efficiency and return to shareholders. The program is valid till December 31, 2026. As of March 31, 2026, there are 36,539,390 outstanding shares (excluding treasury stock) and 12,054,346 treasury shares.
お知らせ • Apr 27EXEDY Corporation, Annual General Meeting, Jun 19, 2026EXEDY Corporation, Annual General Meeting, Jun 19, 2026.
お知らせ • Apr 21EXEDY Corporation to Report Fiscal Year 2026 Results on Apr 27, 2026EXEDY Corporation announced that they will report fiscal year 2026 results on Apr 27, 2026
お知らせ • Feb 21EXEDY Corporation (TSE:7278) agreed to acquire Protean Electric Limited from BD Auto And Energy Ltd. for ¥5.1 billion.EXEDY Corporation (TSE:7278) agreed to acquire Protean Electric Limited from BD Auto And Energy Ltd. for ¥5.1 billion on February 20, 2026. Following the acquisition, Protean Electric Limited would become a wholly owned subsidiary of EXEDY Corporation. For the period ending December 31, 2025, Protean Electric Limited reported total revenue of ¥7.09 million and operating loss of ¥4.61 million. As of December 31, 2025, Protean Electric Limited reported total assets of ¥5.33 million and net liabilities of ¥89.5 million. The date of conclusion of the agreement and date of commencement of share transfer are planned on February 26, 2026.
お知らせ • Jan 28EXEDY Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026EXEDY Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company now expects net sales of JPY 300,000 million against previous guidance of JPY 295,000 million, operating profit of JPY 22,000 million against previous guidance of JPY 21,000 million, Profit Attributable to Owners of Parent of JPY 13,500 million against previous guidance of JPY 12,500 million, earnings per share of JPY 369.36 against previous guidance of JPY 341.99 Reason for the revision: The outlook for the global economy remains uncertain due to the spread of protectionist movements, but the Company have revised its Consolidated Financial Results Forecast, based on current demand, as described above because the exchange rate has shifted to a weaker yen than expected and 3rd Quarter results of the Company exceeded its previous forecast.
お知らせ • Jan 06EXEDY Corporation to Report Q3, 2026 Results on Jan 28, 2026EXEDY Corporation announced that they will report Q3, 2026 results at 3:00 PM, Tokyo Standard Time on Jan 28, 2026
お知らせ • Sep 01EXEDY Corporation to Report Q2, 2026 Results on Oct 29, 2025EXEDY Corporation announced that they will report Q2, 2026 results on Oct 29, 2025
お知らせ • Jul 08EXEDY Corporation to Report Q1, 2026 Results on Jul 29, 2025EXEDY Corporation announced that they will report Q1, 2026 results on Jul 29, 2025
お知らせ • Apr 24EXEDY Corporation, Annual General Meeting, Jun 25, 2025EXEDY Corporation, Annual General Meeting, Jun 25, 2025.
お知らせ • Mar 27Exedy Corporation Announces Executive ChangesEXEDY Corporation announced that at its board meeting held on March 27, 2025, it resolved following chanages: Retiring Directors: Junji Yamakawa (currently Director and Senior Executive Officer); Hisashi Honjo (currently Director and Senior Executive Officer); Moritaka Yoshida (currently Outside Director); Ichizo Yoshikawa (currently Outside Director); Retiring Audit & Supervisory Board Member: Shintaro Ito (currently External Audit & Supervisory Board Member); Changes in Director and Senior Executive Officer as of March 31, 2025: Mitsugu Yamaguchi, currently a Director and Senior Executive Officer, will retire from his position on March 31, 2025, and will be appointed as a Senior Directing Expert.
お知らせ • Mar 19EXEDY Corporation to Report Fiscal Year 2025 Results on Apr 24, 2025EXEDY Corporation announced that they will report fiscal year 2025 results on Apr 24, 2025
お知らせ • Dec 04EXEDY Corporation to Report Q3, 2025 Results on Jan 30, 2025EXEDY Corporation announced that they will report Q3, 2025 results on Jan 30, 2025
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥64.81 (vs JP¥59.01 in 2Q 2024)Second quarter 2025 results: EPS: JP¥64.81 (up from JP¥59.01 in 2Q 2024). Revenue: JP¥78.4b (flat on 2Q 2024). Net income: JP¥2.78b (flat on 2Q 2024). Profit margin: 3.5% (in line with 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 106 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 29+ 2 more updatesEXEDY Corporation Resolves Interim Dividend, Effective November 25, 2024; Revises Year-End Dividend Forecast for the Fiscal Year Ending March 31, 2025EXEDY Corporation announced that it has resolved, at a meeting of the board of directors held on October 29, 2024, to pay interim dividend dividends of surplus with a record date of September 30, 2024, and to revise the year-end dividend forecast for the fiscal year ending March 31, 2025. Details of resolutions are as follows: Details of dividend: Dividend per share is JPY 100; Total amount of dividends is JPY 4,187 million; Effective date is November 25, 2024. Interim dividend for the previous fiscal year ended March 31, 2024 of JPY 60 per share. Details of resolution on revisions to year-end dividend forecast: Revised year-end dividend forecast for the fiscal year ending March 31, 2025 of JPY 100 per share compared to previous forecast of JPY 60 per share. Reasons: The basic dividend policy of The Company is to provide fair returns to shareholders while at the same time securing the necessary internal reserves for the sustainable development of the business of the company. And, the company have been examining the appropriate capital structure to implement management that is conscious of cost of capital and stock price. The company has now decided to increase dividends in order to improve capital efficiency and strengthen shareholder returns.
お知らせ • Oct 17EXEDY Corporation (TSE:7278) acquired WorldLink & Company Co.,Ltd.EXEDY Corporation (TSE:7278) acquired WorldLink & Company Co.,Ltd. on October 16, 2024. EXEDY Corporation (TSE:7278) completed the acquisition of WorldLink & Company Co.,Ltd. on October 16, 2024.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. The company is not currently making a profit but it is cash flow positive. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (3.3%).
お知らせ • Sep 04EXEDY Corporation to Report Q2, 2025 Results on Oct 29, 2024EXEDY Corporation announced that they will report Q2, 2025 results on Oct 29, 2024
お知らせ • Aug 06EXEDY Corporation (TSE:7278) completed the acquisition of an unknown majority stake in PRE-EV Mobility Co., Ltd.EXEDY Corporation (TSE:7278) acquired an unknown majority stake in PRE-EV Mobility Co., Ltd. in July , 2024. EXEDY Corporation (TSE:7278) completed the acquisition of an unknown majority stake in PRE-EV Mobility Co., Ltd. in July , 2024.
Buy Or Sell Opportunity • Aug 04Now 21% undervaluedOver the last 90 days, the stock has risen 10% to €18.60. The fair value is estimated to be €23.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥76.61 (vs JP¥55.33 in 1Q 2024)First quarter 2025 results: EPS: JP¥76.61 (up from JP¥55.33 in 1Q 2024). Revenue: JP¥75.4b (up 2.8% from 1Q 2024). Net income: JP¥3.53b (up 36% from 1Q 2024). Profit margin: 4.7% (up from 3.5% in 1Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 80 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 30EXEDY Corporation Provides Consolidated Earnings Guidance for the Period from April 1, 2024 to March 31, 2025EXEDY Corporation provided consolidated earnings guidance for the period from April 1, 2024 to March 31, 2025. For the period, the company expects revenue of JPY 300,000 million, Operating profit of JPY 16,000 million, Profit attributable to owners of parent of JPY 10,000 million and Basic earnings per share of JPY 221.41.
Declared Dividend • Jul 11Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 347%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is covered by both earnings (83% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 350% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 28Full year 2024 earnings released: JP¥213 loss per share (vs JP¥97.80 profit in FY 2023)Full year 2024 results: JP¥213 loss per share (down from JP¥97.80 profit in FY 2023). Revenue: JP¥308.3b (up 7.9% from FY 2023). Net loss: JP¥10.0b (down 318% from profit in FY 2023). Revenue is forecast to stay flat during the next 3 years compared to a 5.6% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
お知らせ • Apr 28EXEDY Corporation, Annual General Meeting, Jun 24, 2024EXEDY Corporation, Annual General Meeting, Jun 24, 2024.
お知らせ • Apr 27+ 2 more updatesEXEDY Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Payable on June 25, 2024EXEDY Corporation announced dividend of JPY 60.00 for the fiscal year ended March 31, 2024 against JPY 45.00 per share paid a year ago. Scheduled Date to commence dividend payments: June 25, 2024.
Reported Earnings • Apr 26Full year 2024 earnings released: JP¥213 loss per share (vs JP¥97.80 profit in FY 2023)Full year 2024 results: JP¥213 loss per share (down from JP¥97.80 profit in FY 2023). Revenue: JP¥308.3b (up 7.9% from FY 2023). Net loss: JP¥10.0b (down 318% from profit in FY 2023). Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (5.0%). Higher than average of industry peers (2.8%).
お知らせ • Mar 02EXEDY Corporation to Report Fiscal Year 2024 Results on Apr 25, 2024EXEDY Corporation announced that they will report fiscal year 2024 results on Apr 25, 2024
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥60.41 (vs JP¥64.26 in 3Q 2023)Third quarter 2024 results: EPS: JP¥60.41 (down from JP¥64.26 in 3Q 2023). Revenue: JP¥80.7b (up 7.4% from 3Q 2023). Net income: JP¥2.84b (down 6.0% from 3Q 2023). Profit margin: 3.5% (down from 4.0% in 3Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany. 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 11% per year, which means it is well ahead of earnings.
お知らせ • Feb 01+ 1 more updateEXEDY Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024EXEDY Corporation provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 60.00 per share against JPY 45.00 per share paid a year ago.
Buying Opportunity • Jan 13Now 21% undervaluedOver the last 90 days, the stock is up 4.5%. The fair value is estimated to be €20.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10.0% over the last 3 years. Earnings per share has grown by 3.4%. Revenue is forecast to grow by 8.2% in 2 years. Earnings is forecast to grow by 105% in the next 2 years.
お知らせ • Dec 27EXEDY Corporation to Report Q3, 2024 Results on Jan 31, 2024EXEDY Corporation announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥59.00 (vs JP¥49.74 in 2Q 2023)Second quarter 2024 results: EPS: JP¥59.00 (up from JP¥49.74 in 2Q 2023). Revenue: JP¥77.8b (up 5.5% from 2Q 2023). Net income: JP¥2.77b (up 19% from 2Q 2023). Profit margin: 3.6% (up from 3.2% in 2Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany.
お知らせ • Oct 31+ 2 more updatesEXEDY Corporation to Report Q2, 2024 Final Results on Nov 10, 2023EXEDY Corporation announced that they will report Q2, 2024 final results on Nov 10, 2023
お知らせ • Sep 28EXEDY Corporation to Report Q2, 2024 Results on Oct 30, 2023EXEDY Corporation announced that they will report Q2, 2024 results on Oct 30, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥60.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 27 November 2023. Payout ratio is a comfortable 75% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.6%).
New Risk • Aug 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 30% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Profit margins are more than 30% lower than last year (1.9% net profit margin).
お知らせ • Aug 04+ 1 more updateEXEDY Corporation Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year 2023EXEDY Corporation provided dividend guidance for the second quarter and full year of fiscal year 2023. For the second quarter, the company expects dividend of JPY 60.00 per share, compared to JPY 45.00 per share paid an year ago.For the year, the company expects to pay a dividend of JPY 60 per share, compared to JPY 45.00 per share paid an year ago.
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥55.33 (vs JP¥32.65 in 1Q 2023)First quarter 2024 results: EPS: JP¥55.33 (up from JP¥32.65 in 1Q 2023). Revenue: JP¥73.4b (up 14% from 1Q 2023). Net income: JP¥2.60b (up 70% from 1Q 2023). Profit margin: 3.5% (up from 2.4% in 1Q 2023). Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany.
New Risk • Jul 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 32% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. 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. Profit margins are more than 30% lower than last year (1.6% net profit margin).
お知らせ • May 31EXEDY Corporation to Report Q1, 2024 Results on Jul 31, 2023EXEDY Corporation announced that they will report Q1, 2024 results on Jul 31, 2023
お知らせ • May 13+ 2 more updatesEXEDY Corporation Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Year 2023EXEDY Corporation provided dividend guidance for the second quarter and full year of fiscal year 2023. For the second quarter, the company expects dividend of JPY 60.00 per share, compared to JPY 45.00 per share paid an year ago.For the year, the company expects to pay a dividend of JPY 60 per share, compared to JPY 45.00 per share paid an year ago.
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥97.79 (vs JP¥266 in FY 2022)Full year 2023 results: EPS: JP¥97.79 (down from JP¥266 in FY 2022). Revenue: JP¥285.6b (up 9.4% from FY 2022). Net income: JP¥4.59b (down 63% from FY 2022). Profit margin: 1.6% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.6% p.a. on average during the next 2 years, compared to a 5.9% growth forecast for the Auto Components industry in Germany.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 5.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 5.1%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.5%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥64.26 (vs JP¥55.11 in 3Q 2022)Third quarter 2023 results: EPS: JP¥64.26 (up from JP¥55.11 in 3Q 2022). Revenue: JP¥75.1b (up 14% from 3Q 2022). Net income: JP¥3.02b (up 17% from 3Q 2022). Profit margin: 4.0% (up from 3.9% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany.
お知らせ • Jan 31+ 1 more updateEXEDY Corporation Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2023EXEDY Corporation provided year-end dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay year-end dividend of JPY 45.00 per share against JPY 50.00 per share paid for the same period a year ago.
お知らせ • Dec 04EXEDY Corporation to Report Q3, 2023 Results on Jan 30, 2023EXEDY Corporation announced that they will report Q3, 2023 results on Jan 30, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥49.74 (vs JP¥67.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.74 (down from JP¥67.20 in 2Q 2022). Revenue: JP¥73.8b (up 20% from 2Q 2022). Net income: JP¥2.34b (down 26% from 2Q 2022). Profit margin: 3.2% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.2% growth forecast for the Auto Components industry in Germany.
Board Change • Nov 16Less than half of directors are independentFollowing 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. 8 non-independent directors. Independent Outside Director Takashi Hayashi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥49.74 (vs JP¥67.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥49.74 (down from JP¥67.20 in 2Q 2022). Revenue: JP¥73.8b (up 20% from 2Q 2022). Net income: JP¥2.34b (down 26% from 2Q 2022). Profit margin: 3.2% (down from 5.1% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Auto Components industry in Germany.
お知らせ • Nov 01+ 2 more updatesEXEDY Corporation Announces Dividend for the Six Months Ended September 30, 2022, Payable on November 25, 2022EXEDY Corporation announced dividend of JPY 45.00 per share for the six months ended September 30, 2022 against JPY 40.00 per share paid for the same period a year ago. Dividend payable date (as planned) is November 25, 2022.
Board Change • Sep 29Less than half of directors are independentFollowing 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. 8 non-independent directors. Independent Outside Director Takashi Hayashi was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 28EXEDY Corporation to Report Q2, 2023 Results on Oct 31, 2022EXEDY Corporation announced that they will report Q2, 2023 results on Oct 31, 2022
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥32.65 (vs JP¥59.14 in 1Q 2022)First quarter 2023 results: EPS: JP¥32.65 (down from JP¥59.14 in 1Q 2022). Revenue: JP¥64.4b (up 3.8% from 1Q 2022). Net income: JP¥1.53b (down 45% from 1Q 2022). Profit margin: 2.4% (down from 4.5% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 14%, compared to a 10% growth forecast for the industry in Germany.
お知らせ • Jul 29+ 2 more updatesEXEDY Corporation Provides Second Quarter End Dividend Guidance for the Fiscal Year Ending March 31, 2023EXEDY Corporation provided second quarter end dividend guidance for the fiscal year ending March 31, 2023. For the second quarter, the company expects dividend of JPY 45.00 per share compared to JPY 40.00 per share a year ago.
お知らせ • Jul 28EXEDY Corporation to Report Q1, 2023 Final Results on Aug 10, 2022EXEDY Corporation announced that they will report Q1, 2023 final results on Aug 10, 2022
お知らせ • May 29EXEDY Corporation to Report Q1, 2023 Results on Jul 28, 2022EXEDY Corporation announced that they will report Q1, 2023 results on Jul 28, 2022
Buying Opportunity • May 12Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be €14.53, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.9% in 2 years. Earnings is forecast to decline by 2.8% in the next 2 years.
Reported Earnings • May 04Full year 2022 earnings released: EPS: JP¥266 (vs JP¥106 in FY 2021)Full year 2022 results: EPS: JP¥266 (up from JP¥106 in FY 2021). Revenue: JP¥261.1b (up 15% from FY 2021). Net income: JP¥12.5b (up 150% from FY 2021). Profit margin: 4.8% (up from 2.2% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 15%, compared to a 9.3% growth forecast for the industry in Germany.
お知らせ • May 02EXEDY Corporation, Annual General Meeting, Jun 28, 2022EXEDY Corporation, Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Takashi Hayashi was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 08EXEDY Corporation to Report Fiscal Year 2022 Results on May 02, 2022EXEDY Corporation announced that they will report fiscal year 2022 results on May 02, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (3.3%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥55.07 (down from JP¥90.31 in 3Q 2021). Revenue: JP¥65.7b (down 1.6% from 3Q 2021). Net income: JP¥2.58b (down 39% from 3Q 2021). Profit margin: 3.9% (down from 6.3% in 3Q 2021). Revenue missed analyst estimates by 1.9%. Over the next year, revenue is forecast to grow 4.9% compared to a 2.9% decline forecast for the industry in Germany.
お知らせ • Feb 01+ 1 more updateEXEDY Corporation Announces Dividend for the End of Second Quarter of the Fiscal Year Ending March 31, 2022 ; Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2022EXEDY Corporation announced dividend of JPY 40 per share for the end of second quarter of the fiscal year ending March 31, 2022.The company provided year end dividend guidance for the fiscal year ending March 31, 2022. For the year end, the company expects to pay a dividend of JPY 40 per share.
Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS JP¥67.19 (vs JP¥46.59 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥61.3b (up 8.6% from 2Q 2021). Net income: JP¥3.15b (up 44% from 2Q 2021). Profit margin: 5.1% (up from 3.9% in 2Q 2021).
Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 27 November 2021. Trailing yield: 4.6%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.1%).
Reported Earnings • Jul 29First quarter 2022 earnings released: EPS JP¥59.14 (vs JP¥50.33 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥62.1b (up 63% from 1Q 2021). Net income: JP¥2.77b (up JP¥5.13b from 1Q 2021). Profit margin: 4.5% (up from net loss in 1Q 2021).
Reported Earnings • May 04Full year 2021 earnings released: EPS JP¥106 (vs JP¥198 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥227.4b (down 14% from FY 2020). Net income: JP¥4.98b (down 48% from FY 2020). Profit margin: 2.2% (down from 3.6% in FY 2020). The decrease in margin was driven by lower revenue.
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥90.31 (vs JP¥81.44 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¥66.8b (down 2.4% from 3Q 2020). Net income: JP¥4.24b (up 8.0% from 3Q 2020). Profit margin: 6.3% (up from 5.7% in 3Q 2020).
Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectationsRevenue exceeded analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 9.1%, compared to a 9.7% growth forecast for the Auto Components industry in Germany.
お知らせ • Jan 29Exedy Corporation Provides Dividend Guidance for Second Quarter and for Year End for Year Ending March 2021EXEDY Corporation provided dividend guidance for second quarter of JPY 30.00 and for year end JPY 30.00 for year ending March 2021.
Reported Earnings • Jan 28Third quarter 2021 earnings released: EPS JP¥90.31 (vs JP¥81.44 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¥66.8b (down 2.4% from 3Q 2020). Net income: JP¥4.24b (up 8.0% from 3Q 2020). Profit margin: 6.3% (up from 5.7% in 3Q 2020).
Analyst Estimate Surprise Post Earnings • Jan 28Revenue beats expectationsRevenue exceeded analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 9.1%, compared to a 9.4% growth forecast for the Auto Components industry in Germany.