DAIHEN(6NV)株式概要株式会社ダイヘンは、変圧器、溶接機、産業用・クリーン搬送ロボットを製造・販売しています。 詳細6NV ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長3/6過去の実績4/6財務の健全性4/6配当金3/6報酬株価収益率( 24.7 x)は、 Electrical業界平均( 31.4 x)を下回っています。収益は年間17%増加すると予測されています 過去5年間の収益は年間6.3%増加しました。 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が29.3%上昇するだろうとほぼ一致している。 リスク分析German市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る6NV Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW486,676 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG486,676 investors already sharing narrativesYour Fair Value€Current Price€78.5013.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0397b2016201920222025202620282031Revenue JP¥396.9bEarnings JP¥23.6bAdvancedSet Fair ValueView all narrativesDAIHEN Corporation 競合他社2G EnergySymbol: XTRA:2GBMarket cap: €1.1bNordexSymbol: XTRA:NDX1Market cap: €9.6bEnergiekontorSymbol: XTRA:EKTMarket cap: €510.6mSiemens EnergySymbol: XTRA:ENRMarket cap: €129.9b価格と性能株価の高値、安値、推移の概要DAIHEN過去の株価現在の株価JP¥78.5052週高値JP¥104.0052週安値JP¥38.20ベータ1.141ヶ月の変化-3.09%3ヶ月変化10.56%1年変化99.24%3年間の変化128.20%5年間の変化109.95%IPOからの変化115.08%最新ニュースValuation Update With 7 Day Price Move • 20hInvestor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €78.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 23x in the Electrical industry in Germany. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.55 per share.お知らせ • Jul 07DAIHEN Corporation to Report Q1, 2027 Results on Aug 04, 2026DAIHEN Corporation announced that they will report Q1, 2027 results on Aug 04, 2026Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €81.50, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the Electrical industry in Germany. Total returns to shareholders of 168% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.42 per share.Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Kiyotaka Kawasaki was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 11DAIHEN Corporation, Annual General Meeting, Jun 24, 2026DAIHEN Corporation, Annual General Meeting, Jun 24, 2026.お知らせ • May 10DAIHEN Corporation to Report Fiscal Year 2026 Results on May 11, 2026DAIHEN Corporation announced that they will report fiscal year 2026 results on May 11, 2026最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • 20hInvestor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €78.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 23x in the Electrical industry in Germany. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.55 per share.お知らせ • Jul 07DAIHEN Corporation to Report Q1, 2027 Results on Aug 04, 2026DAIHEN Corporation announced that they will report Q1, 2027 results on Aug 04, 2026Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €81.50, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the Electrical industry in Germany. Total returns to shareholders of 168% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.42 per share.Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Kiyotaka Kawasaki was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 11DAIHEN Corporation, Annual General Meeting, Jun 24, 2026DAIHEN Corporation, Annual General Meeting, Jun 24, 2026.お知らせ • May 10DAIHEN Corporation to Report Fiscal Year 2026 Results on May 11, 2026DAIHEN Corporation announced that they will report fiscal year 2026 results on May 11, 2026お知らせ • Feb 03DAIHEN Corporation (TSE:6622) announces an Equity Buyback for 300,000 shares, representing 1.25% for ¥4,000 million.DAIHEN Corporation (TSE:6622) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 1.25% of its issued share capital (excluding treasury stock), for ¥4,000 million. The purpose of the program is to strengthen shareholder returns and improve capital efficiency in order to increase shareholder value. The repurchased shares will be cancelled. The program is valid till March 31, 2026. As of January 30, 2026, there are 24,019,322 issued shares (excluding treasury stock) and 1,183,969 shares in treasury.お知らせ • Dec 27DAIHEN Corporation to Report Q3, 2026 Results on Feb 03, 2026DAIHEN Corporation announced that they will report Q3, 2026 results on Feb 03, 2026お知らせ • Sep 12DAIHEN Corporation to Report Q2, 2026 Results on Nov 06, 2025DAIHEN Corporation announced that they will report Q2, 2026 results on Nov 06, 2025お知らせ • Jun 27DAIHEN Corporation to Report Q1, 2026 Results on Aug 05, 2025DAIHEN Corporation announced that they will report Q1, 2026 results on Aug 05, 2025お知らせ • May 08DAIHEN Corporation, Annual General Meeting, Jun 26, 2025DAIHEN Corporation, Annual General Meeting, Jun 26, 2025.お知らせ • Mar 29DAIHEN Corporation to Report Fiscal Year 2025 Results on May 08, 2025DAIHEN Corporation announced that they will report fiscal year 2025 results on May 08, 2025お知らせ • Feb 05DAIHEN Corporation (TSE:6622) announces an Equity Buyback for 400,000 shares, for ¥2,864 million.DAIHEN Corporation (TSE:6622) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 1.64% of its issued share capital (excluding treasury stock), for ¥2864 million. The shares will be repurchased at ¥7160 per share. The purpose of the program is to strengthen shareholder returns and improve capital efficiency in order to increase shareholder value. The repurchased shares will be cancelled. As of January 31, 2024, there are 24,417,889 issued shares (excluding treasury stock) and Treasury stock: 1,185,402 shares.お知らせ • Dec 13DAIHEN Corporation to Report Q3, 2025 Results on Feb 04, 2025DAIHEN Corporation announced that they will report Q3, 2025 results on Feb 04, 2025Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥147 (vs JP¥138 in 2Q 2024)Second quarter 2025 results: EPS: JP¥147 (up from JP¥138 in 2Q 2024). Revenue: JP¥52.8b (up 21% from 2Q 2024). Net income: JP¥3.58b (up 5.3% from 2Q 2024). Profit margin: 6.8% (down from 7.8% in 2Q 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 27DAIHEN Corporation to Report Q2, 2025 Results on Nov 06, 2024DAIHEN Corporation announced that they will report Q2, 2025 results on Nov 06, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥82.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.7%).Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥26.13 (vs JP¥28.04 in 1Q 2024)First quarter 2025 results: EPS: JP¥26.13 (down from JP¥28.04 in 1Q 2024). Revenue: JP¥43.3b (up 23% from 1Q 2024). Net income: JP¥636.0m (down 7.6% from 1Q 2024). Profit margin: 1.5% (down from 1.9% in 1Q 2024). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €34.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Electrical industry in Germany. Negligible returns to shareholders over past three years.Declared Dividend • Jul 11Final dividend of JP¥82.50 announcedShareholders will receive a dividend of JP¥82.50. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 173%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (27% 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 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jul 07DAIHEN Corporation to Report Q1, 2025 Results on Aug 05, 2024DAIHEN Corporation announced that they will report Q1, 2025 results on Aug 05, 2024New Risk • May 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.2% average weekly change).お知らせ • May 16+ 2 more updatesDAIHEN Corporation Provides Dividend Guidance for the Second Quarter-End and Year-End of Fiscal Year Ending March 31, 2025DAIHEN Corporation provided dividend guidance for the second quarter-end and year-end of fiscal year ending March 31, 2025. For the second quarter-end, the company expects to pay a dividend of ¥82.5 per share against a ¥82.5 per share paid a year ago.For the fiscal year ending March 31, 2025, the company expects to pay a dividend of ¥82.5 per share against a ¥82.5 per share a year ago.New Risk • May 12New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.お知らせ • May 11DAIHEN Corporation, Annual General Meeting, Jun 26, 2024DAIHEN Corporation, Annual General Meeting, Jun 26, 2024.Reported Earnings • May 10Full year 2024 earnings released: EPS: JP¥673 (vs JP¥538 in FY 2023)Full year 2024 results: EPS: JP¥673 (up from JP¥538 in FY 2023). Revenue: JP¥188.6b (up 1.8% from FY 2023). Net income: JP¥16.5b (up 25% from FY 2023). Profit margin: 8.7% (up from 7.1% in FY 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per year.Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €64.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Electrical industry in Germany. Total returns to shareholders of 123% over the past year.お知らせ • Apr 07DAIHEN Corporation to Report Fiscal Year 2024 Results on May 09, 2024DAIHEN Corporation announced that they will report fiscal year 2024 results on May 09, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥82.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (1.9%).お知らせ • Feb 08DAIHEN Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024DAIHEN Corporation provided Consolidated earnings guidance for the year ending March 31, 2024. For the year, the company expects net sales to be ¥190,000 million, operating profit to be ¥15,500 million, profit attributable to owners of parent to be ¥16,500 million or basic earnings per share to be ¥673.41.お知らせ • Feb 05DAIHEN Corporation (TSE:6622) announces an Equity Buyback for 202,112 shares, representing 0.82% for ¥1,400 million.DAIHEN Corporation (TSE:6622) announces a share repurchase program. Under the program, the company will repurchase 202,112 shares, representing 0.82% of the outstanding shares for ¥1,400 million. The repurchases will be made from company's subsidiary Shihen Tech Co., Ltd. The acquisition will be made on February 5, 2024. As of February 1, 2024, the company had 24,619,026 shares outstanding and 2,484,265 shares in treasury.Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥293 (vs JP¥113 in 3Q 2023)Third quarter 2024 results: EPS: JP¥293 (up from JP¥113 in 3Q 2023). Revenue: JP¥48.3b (up 9.6% from 3Q 2023). Net income: JP¥7.18b (up 160% from 3Q 2023). Profit margin: 15% (up from 6.3% in 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electrical industry in Germany.お知らせ • Jan 14DAIHEN Corporation to Report Q3, 2024 Results on Feb 02, 2024DAIHEN Corporation announced that they will report Q3, 2024 results on Feb 02, 2024Buying Opportunity • Dec 21Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €48.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 41% in the next 2 years.お知らせ • Nov 10+ 1 more updateDAIHEN Corporation Provides Dividend Guidance for the Year Ending March 31, 2024DAIHEN Corporation provided dividend guidance for the year ending March 31, 2024 of ¥82.50 per share against ¥87.00 per share a year ago.Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥138 (vs JP¥182 in 2Q 2023)Second quarter 2024 results: EPS: JP¥138 (down from JP¥182 in 2Q 2023). Revenue: JP¥43.6b (down 6.2% from 2Q 2023). Net income: JP¥3.40b (down 24% from 2Q 2023). Profit margin: 7.8% (down from 9.6% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Electrical industry in Germany.Buying Opportunity • Oct 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €38.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to grow by 20% in the next 2 years.Upcoming Dividend • Sep 22Upcoming dividend of JP¥82.50 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.1%).お知らせ • Sep 10DAIHEN Corporation to Report Q2, 2024 Results on Nov 02, 2023DAIHEN Corporation announced that they will report Q2, 2024 results on Nov 02, 2023お知らせ • Aug 31DAIHEN Corporation (TSE:6622) agreed to acquire Lorch SchweißTechnik Gmbh for €22 million.DAIHEN Corporation (TSE:6622) agreed to acquire Lorch SchweißTechnik Gmbh for €22 million on August 2, 2023. Transaction has been approved by DAIHEN Corporation;s board Transaction is expected to close on January 15, 2024お知らせ • Aug 10+ 1 more updateDAIHEN Corporation Provides Earnings Guidance for the First Half 2024 and Year Ending March 31, 2024DAIHEN Corporation provided earnings guidance for the first half 2024 and year ending March 31, 2024. For the first half, the company expects net sales to be ¥77,000 million. Operating profit to be ¥4,500 million. Profit attributable to owners of parent to be ¥3,500 million or Basic earnings per share to be ¥142.63.For the year, the company expects net sales to be ¥187,000 million. Operating profit to be ¥17,000 million. Profit attributable to owners of parent to be ¥13,500 million or Basic earnings per share to be ¥550.14.Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥28.04 (vs JP¥66.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.04 (down from JP¥66.51 in 1Q 2023). Revenue: JP¥35.3b (down 3.8% from 1Q 2023). Net income: JP¥688.0m (down 58% from 1Q 2023). Profit margin: 1.9% (down from 4.5% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electrical industry in Germany.お知らせ • May 31DAIHEN Corporation to Report Q1, 2024 Results on Aug 02, 2023DAIHEN Corporation announced that they will report Q1, 2024 results on Aug 02, 2023お知らせ • May 13DAIHEN Corporation, Annual General Meeting, Jun 28, 2023DAIHEN Corporation, Annual General Meeting, Jun 28, 2023.Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥538 (vs JP¥445 in FY 2022)Full year 2023 results: EPS: JP¥538 (up from JP¥445 in FY 2022). Revenue: JP¥185.3b (up 15% from FY 2022). Net income: JP¥13.2b (up 20% from FY 2022). Profit margin: 7.1% (up from 6.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electrical industry in Germany.Upcoming Dividend • Mar 23Upcoming dividend of JP¥75.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.1%).お知らせ • Feb 10+ 1 more updateDAIHEN Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023DAIHEN Corporation provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects Net sales of JPY 180,000 million, operating profit of JPY 16,500 million, profit attributable to owners of the parent of JPY 12,000 million and basic earnings per share of JPY 489.07.Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥113 (vs JP¥110 in 3Q 2022)Third quarter 2023 results: EPS: JP¥113 (up from JP¥110 in 3Q 2022). Revenue: JP¥44.1b (up 13% from 3Q 2022). Net income: JP¥2.77b (up 2.0% from 3Q 2022). Profit margin: 6.3% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electrical industry in Germany.お知らせ • Dec 28DAIHEN Corporation to Report Q3, 2023 Results on Feb 03, 2023DAIHEN Corporation announced that they will report Q3, 2023 results on Feb 03, 2023Board Change • Nov 18Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. 1 independent director (7 non-independent directors). Independent Board Director/Trustee Kusuo Sanjo was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 04Second quarter 2023 earnings released: EPS: JP¥182 (vs JP¥112 in 2Q 2022)Second quarter 2023 results: EPS: JP¥182 (up from JP¥112 in 2Q 2022). Revenue: JP¥46.5b (up 25% from 2Q 2022). Net income: JP¥4.48b (up 62% from 2Q 2022). Profit margin: 9.6% (up from 7.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in Germany.お知らせ • Oct 13DAIHEN Corporation to Report Q2, 2023 Results on Nov 02, 2022DAIHEN Corporation announced that they will report Q2, 2023 results on Nov 02, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.3%).お知らせ • Aug 09+ 1 more updateDaihen Corporation Provides Dividend Guidance for He Second Quarter of Fiscal Year Ending March 31, 2023; Provides Dividend Guidance for the Year Ending March 31, 2023DAIHEN Corporation provided dividend guidance for the second quarter of fiscal year ending March 31, 2023. For the quarter, the company expects to pay dividend of JPY 75.00 against JPY 50.00 a year ago. For the year ending March 31, 2023, the company expects to pay dividend of JPY 75.00 against JPY 60.00 a year ago.Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥66.51 (vs JP¥97.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥66.51 (down from JP¥97.47 in 1Q 2022). Revenue: JP¥36.7b (up 6.2% from 1Q 2022). Net income: JP¥1.63b (down 32% from 1Q 2022). Profit margin: 4.5% (down from 7.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the industry in Germany.お知らせ • Jun 30DAIHEN Corporation to Report Q1, 2023 Results on Aug 02, 2022DAIHEN Corporation announced that they will report Q1, 2023 results on Aug 02, 2022お知らせ • Jun 02+ 1 more updateDAIHEN Corporation Provides Consolidated Earnings Guidance for the First Half and Full Fiscal Year Ending March 31, 2023DAIHEN Corporation provided consolidated earnings guidance for the first half and full fiscal year ending March 31, 2023. For the first half, the company expects net sales of ¥8,000 million, operating profit of ¥7,000 million, profit attributable to owners of parent of ¥5,500 million and basic earnings per share of ¥224.16.For the full fiscal year, the company expects net sales of ¥180,000 million, operating profit of ¥16,500 million, profit attributable to owners of parent of ¥12,000 million and basic earnings per share of ¥489.07.Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥445 (vs JP¥381 in FY 2021)Full year 2022 results: EPS: JP¥445 (up from JP¥381 in FY 2021). Revenue: JP¥160.6b (up 11% from FY 2021). Net income: JP¥11.0b (up 17% from FY 2021). Profit margin: 6.8% (up from 6.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.3%, compared to a 11% growth forecast for the industry in Germany.お知らせ • May 14DAIHEN Corporation, Annual General Meeting, Jun 28, 2022DAIHEN Corporation, Annual General Meeting, Jun 28, 2022.Board Change • Apr 28Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. 1 independent director (7 non-independent directors). Independent Board Director/Trustee Kusuo Sanjo was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08DAIHEN Corporation to Report Fiscal Year 2022 Results on May 12, 2022DAIHEN Corporation announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (0.9%).お知らせ • Feb 16DAIHEN Corporation (TSE:6622) announces an Equity Buyback for 150,000 shares, representing 0.61% for ¥700 million.DAIHEN Corporation (TSE:6622) announces a share repurchase program. Under the program, the company will repurchase 150,000 shares, representing 0.61% of the outstanding shares for ¥700 million. The purpose of the program is to improve shareholder value and capital efficiency per share. The program will run until March 31, 2022. As of January 31, 2022, the company had 24,686,314 shares outstanding and 2,416,977 shares in treasury.お知らせ • Feb 10+ 1 more updateDAIHEN Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2022DAIHEN Corporation provided dividend guidance for the fiscal year ending March 31, 2022. For the year, the company expects dividend of ¥50.00 per share against ¥47.50 per share a year ago.Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥110 (up from JP¥69.11 in 3Q 2021). Revenue: JP¥39.0b (up 14% from 3Q 2021). Net income: JP¥2.71b (up 59% from 3Q 2021). Profit margin: 7.0% (up from 5.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 5.6%, compared to a 14% growth forecast for the industry in Germany.Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS JP¥112 (vs JP¥67.41 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥37.4b (up 15% from 2Q 2021). Net income: JP¥2.77b (up 66% from 2Q 2021). Profit margin: 7.4% (up from 5.1% in 2Q 2021). The increase in margin was driven by higher revenue.Board Change • Jul 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent Board Director/Trustee Kusuo Sanjo was the last independent director to join the board, commencing their role in 2011. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • May 13Full year 2021 earnings released: EPS JP¥381 (vs JP¥269 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥145.1b (flat on FY 2020). Net income: JP¥9.41b (up 41% from FY 2020). Profit margin: 6.5% (up from 4.6% in FY 2020).株主還元6NVDE ElectricalDE 市場7D-19.9%-6.6%-0.5%1Y99.2%60.9%-2.1%株主還元を見る業界別リターン: 6NV過去 1 年間で60.9 % の収益を上げたGerman Electrical業界を上回りました。リターン対市場: 6NV過去 1 年間で-2.1 % の収益を上げたGerman市場を上回りました。価格変動Is 6NV's price volatile compared to industry and market?6NV volatility6NV Average Weekly Movement10.1%Electrical Industry Average Movement7.9%Market Average Movement5.5%10% most volatile stocks in DE Market12.7%10% least volatile stocks in DE Market2.8%安定した株価: 6NVの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 6NVの weekly volatility ( 10% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO(最高経営責任者ウェブサイト19194,542Shoichiro Minomowww.daihen.co.jp株式会社ダイヘンは、変圧器、溶接機、産業用・クリーン搬送ロボットなどを製造・販売している。電力機器事業、溶接・メカトロニクス事業、半導体関連機器事業、その他事業を展開。変圧器、受配電設備、配電設備、ソーラーインバータなどのほか、CO2/MAG溶接機、TIG溶接機、MIG溶接機、DC/AC溶接機、プラズマ溶接・切断機、サブマージアーク溶接機、抵抗溶接機などの溶接・切断機、溶接・切断用トーチ、溶接周辺機器、溶射機、溶接付属品などを提供している。また、ロボット、ティーチペンダント、ロボット溶接用センサー、ポジショナー・スライダー、PCソフトウェア、ロボット用溶接電源・溶接周辺機器も提供している。さらに、プラズマアプリケーション用のRF/MWジェネレーターと自動マッチングユニット、クリーン搬送ロボット、ワイヤレス給電システムも提供している。さらに、電子機器、照明器具安定器、熱交換器、スイッチ、筐体機器、配電・制御盤、監視・制御システムなど、制御・通信機器、RF発電機、ホットチャージ、ヒューズ、放電ランプ用安定器、半導体・フラットパネル製造システム用マテリアルハンドリング機器などを製造している。また、変圧器・配電盤システムの据付・修理・点検・保守・改造、変圧器部品の製造・加工・塗装、人材派遣、従業員の健康・厚生・年金業務、製缶・金属加工サービスの提供、不動産賃貸事業も行っている。旧社名は大阪トランスフォーマー株式会社で、1985年12月に株式会社ダイヘンに社名変更した。株式会社ダイヘンは1919 年に設立され、本社は大阪にある。もっと見るDAIHEN Corporation 基礎のまとめDAIHEN の収益と売上を時価総額と比較するとどうか。6NV 基礎統計学時価総額€1.88b収益(TTM)€75.99m売上高(TTM)€1.28b24.7xPER(株価収益率1.5xP/Sレシオ6NV は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計6NV 損益計算書(TTM)収益JP¥237.74b売上原価JP¥169.22b売上総利益JP¥68.52bその他の費用JP¥54.41b収益JP¥14.11b直近の収益報告Mar 31, 2026次回決算日Aug 04, 2026一株当たり利益(EPS)597.62グロス・マージン28.82%純利益率5.93%有利子負債/自己資本比率49.6%6NV の長期的なパフォーマンスは?過去の実績と比較を見る配当金1.4%現在の配当利回り30%配当性向View Valuation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2026/07/08 20:38終値2026/07/08 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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DAIHEN Corporation 5 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。7 アナリスト機関Junji OkawaDaiwa Securities Co. Ltd.Ryo HaradaGoldman SachsKoichi HariyaIchiyoshi Research Institute Inc.4 その他のアナリストを表示
Valuation Update With 7 Day Price Move • 20hInvestor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €78.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 23x in the Electrical industry in Germany. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.55 per share.
お知らせ • Jul 07DAIHEN Corporation to Report Q1, 2027 Results on Aug 04, 2026DAIHEN Corporation announced that they will report Q1, 2027 results on Aug 04, 2026
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €81.50, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the Electrical industry in Germany. Total returns to shareholders of 168% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.42 per share.
Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Kiyotaka Kawasaki was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 11DAIHEN Corporation, Annual General Meeting, Jun 24, 2026DAIHEN Corporation, Annual General Meeting, Jun 24, 2026.
お知らせ • May 10DAIHEN Corporation to Report Fiscal Year 2026 Results on May 11, 2026DAIHEN Corporation announced that they will report fiscal year 2026 results on May 11, 2026
Valuation Update With 7 Day Price Move • 20hInvestor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €78.50, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 23x in the Electrical industry in Germany. Total returns to shareholders of 144% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €48.55 per share.
お知らせ • Jul 07DAIHEN Corporation to Report Q1, 2027 Results on Aug 04, 2026DAIHEN Corporation announced that they will report Q1, 2027 results on Aug 04, 2026
Valuation Update With 7 Day Price Move • May 21Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €81.50, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 27x in the Electrical industry in Germany. Total returns to shareholders of 168% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.42 per share.
Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Kiyotaka Kawasaki was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 11DAIHEN Corporation, Annual General Meeting, Jun 24, 2026DAIHEN Corporation, Annual General Meeting, Jun 24, 2026.
お知らせ • May 10DAIHEN Corporation to Report Fiscal Year 2026 Results on May 11, 2026DAIHEN Corporation announced that they will report fiscal year 2026 results on May 11, 2026
お知らせ • Feb 03DAIHEN Corporation (TSE:6622) announces an Equity Buyback for 300,000 shares, representing 1.25% for ¥4,000 million.DAIHEN Corporation (TSE:6622) announces a share repurchase program. Under the program, the company will repurchase up to 300,000 shares, representing 1.25% of its issued share capital (excluding treasury stock), for ¥4,000 million. The purpose of the program is to strengthen shareholder returns and improve capital efficiency in order to increase shareholder value. The repurchased shares will be cancelled. The program is valid till March 31, 2026. As of January 30, 2026, there are 24,019,322 issued shares (excluding treasury stock) and 1,183,969 shares in treasury.
お知らせ • Dec 27DAIHEN Corporation to Report Q3, 2026 Results on Feb 03, 2026DAIHEN Corporation announced that they will report Q3, 2026 results on Feb 03, 2026
お知らせ • Sep 12DAIHEN Corporation to Report Q2, 2026 Results on Nov 06, 2025DAIHEN Corporation announced that they will report Q2, 2026 results on Nov 06, 2025
お知らせ • Jun 27DAIHEN Corporation to Report Q1, 2026 Results on Aug 05, 2025DAIHEN Corporation announced that they will report Q1, 2026 results on Aug 05, 2025
お知らせ • May 08DAIHEN Corporation, Annual General Meeting, Jun 26, 2025DAIHEN Corporation, Annual General Meeting, Jun 26, 2025.
お知らせ • Mar 29DAIHEN Corporation to Report Fiscal Year 2025 Results on May 08, 2025DAIHEN Corporation announced that they will report fiscal year 2025 results on May 08, 2025
お知らせ • Feb 05DAIHEN Corporation (TSE:6622) announces an Equity Buyback for 400,000 shares, for ¥2,864 million.DAIHEN Corporation (TSE:6622) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 1.64% of its issued share capital (excluding treasury stock), for ¥2864 million. The shares will be repurchased at ¥7160 per share. The purpose of the program is to strengthen shareholder returns and improve capital efficiency in order to increase shareholder value. The repurchased shares will be cancelled. As of January 31, 2024, there are 24,417,889 issued shares (excluding treasury stock) and Treasury stock: 1,185,402 shares.
お知らせ • Dec 13DAIHEN Corporation to Report Q3, 2025 Results on Feb 04, 2025DAIHEN Corporation announced that they will report Q3, 2025 results on Feb 04, 2025
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥147 (vs JP¥138 in 2Q 2024)Second quarter 2025 results: EPS: JP¥147 (up from JP¥138 in 2Q 2024). Revenue: JP¥52.8b (up 21% from 2Q 2024). Net income: JP¥3.58b (up 5.3% from 2Q 2024). Profit margin: 6.8% (down from 7.8% in 2Q 2024). Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 27DAIHEN Corporation to Report Q2, 2025 Results on Nov 06, 2024DAIHEN Corporation announced that they will report Q2, 2025 results on Nov 06, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥82.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.7%).
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥26.13 (vs JP¥28.04 in 1Q 2024)First quarter 2025 results: EPS: JP¥26.13 (down from JP¥28.04 in 1Q 2024). Revenue: JP¥43.3b (up 23% from 1Q 2024). Net income: JP¥636.0m (down 7.6% from 1Q 2024). Profit margin: 1.5% (down from 1.9% in 1Q 2024). Revenue is forecast to grow 9.1% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 20%After last week's 20% share price decline to €34.80, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 19x in the Electrical industry in Germany. Negligible returns to shareholders over past three years.
Declared Dividend • Jul 11Final dividend of JP¥82.50 announcedShareholders will receive a dividend of JP¥82.50. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 173%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (27% 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 17% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jul 07DAIHEN Corporation to Report Q1, 2025 Results on Aug 05, 2024DAIHEN Corporation announced that they will report Q1, 2025 results on Aug 05, 2024
New Risk • May 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (7.2% average weekly change).
お知らせ • May 16+ 2 more updatesDAIHEN Corporation Provides Dividend Guidance for the Second Quarter-End and Year-End of Fiscal Year Ending March 31, 2025DAIHEN Corporation provided dividend guidance for the second quarter-end and year-end of fiscal year ending March 31, 2025. For the second quarter-end, the company expects to pay a dividend of ¥82.5 per share against a ¥82.5 per share paid a year ago.For the fiscal year ending March 31, 2025, the company expects to pay a dividend of ¥82.5 per share against a ¥82.5 per share a year ago.
New Risk • May 12New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 20% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (20% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
お知らせ • May 11DAIHEN Corporation, Annual General Meeting, Jun 26, 2024DAIHEN Corporation, Annual General Meeting, Jun 26, 2024.
Reported Earnings • May 10Full year 2024 earnings released: EPS: JP¥673 (vs JP¥538 in FY 2023)Full year 2024 results: EPS: JP¥673 (up from JP¥538 in FY 2023). Revenue: JP¥188.6b (up 1.8% from FY 2023). Net income: JP¥16.5b (up 25% from FY 2023). Profit margin: 8.7% (up from 7.1% in FY 2023). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year and the company’s share price has also increased by 14% per year.
Valuation Update With 7 Day Price Move • Apr 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €64.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Electrical industry in Germany. Total returns to shareholders of 123% over the past year.
お知らせ • Apr 07DAIHEN Corporation to Report Fiscal Year 2024 Results on May 09, 2024DAIHEN Corporation announced that they will report fiscal year 2024 results on May 09, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥82.50 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (1.9%).
お知らせ • Feb 08DAIHEN Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2024DAIHEN Corporation provided Consolidated earnings guidance for the year ending March 31, 2024. For the year, the company expects net sales to be ¥190,000 million, operating profit to be ¥15,500 million, profit attributable to owners of parent to be ¥16,500 million or basic earnings per share to be ¥673.41.
お知らせ • Feb 05DAIHEN Corporation (TSE:6622) announces an Equity Buyback for 202,112 shares, representing 0.82% for ¥1,400 million.DAIHEN Corporation (TSE:6622) announces a share repurchase program. Under the program, the company will repurchase 202,112 shares, representing 0.82% of the outstanding shares for ¥1,400 million. The repurchases will be made from company's subsidiary Shihen Tech Co., Ltd. The acquisition will be made on February 5, 2024. As of February 1, 2024, the company had 24,619,026 shares outstanding and 2,484,265 shares in treasury.
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥293 (vs JP¥113 in 3Q 2023)Third quarter 2024 results: EPS: JP¥293 (up from JP¥113 in 3Q 2023). Revenue: JP¥48.3b (up 9.6% from 3Q 2023). Net income: JP¥7.18b (up 160% from 3Q 2023). Profit margin: 15% (up from 6.3% in 3Q 2023). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electrical industry in Germany.
お知らせ • Jan 14DAIHEN Corporation to Report Q3, 2024 Results on Feb 02, 2024DAIHEN Corporation announced that they will report Q3, 2024 results on Feb 02, 2024
Buying Opportunity • Dec 21Now 20% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €48.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.8% over the last 3 years. Earnings per share has grown by 13%. Revenue is forecast to grow by 20% in 2 years. Earnings is forecast to grow by 41% in the next 2 years.
お知らせ • Nov 10+ 1 more updateDAIHEN Corporation Provides Dividend Guidance for the Year Ending March 31, 2024DAIHEN Corporation provided dividend guidance for the year ending March 31, 2024 of ¥82.50 per share against ¥87.00 per share a year ago.
Reported Earnings • Nov 04Second quarter 2024 earnings released: EPS: JP¥138 (vs JP¥182 in 2Q 2023)Second quarter 2024 results: EPS: JP¥138 (down from JP¥182 in 2Q 2023). Revenue: JP¥43.6b (down 6.2% from 2Q 2023). Net income: JP¥3.40b (down 24% from 2Q 2023). Profit margin: 7.8% (down from 9.6% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Electrical industry in Germany.
Buying Opportunity • Oct 02Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €38.99, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.6% over the last 3 years. Earnings per share has grown by 16%. Revenue is forecast to grow by 13% in 2 years. Earnings is forecast to grow by 20% in the next 2 years.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥82.50 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.1%).
お知らせ • Sep 10DAIHEN Corporation to Report Q2, 2024 Results on Nov 02, 2023DAIHEN Corporation announced that they will report Q2, 2024 results on Nov 02, 2023
お知らせ • Aug 31DAIHEN Corporation (TSE:6622) agreed to acquire Lorch SchweißTechnik Gmbh for €22 million.DAIHEN Corporation (TSE:6622) agreed to acquire Lorch SchweißTechnik Gmbh for €22 million on August 2, 2023. Transaction has been approved by DAIHEN Corporation;s board Transaction is expected to close on January 15, 2024
お知らせ • Aug 10+ 1 more updateDAIHEN Corporation Provides Earnings Guidance for the First Half 2024 and Year Ending March 31, 2024DAIHEN Corporation provided earnings guidance for the first half 2024 and year ending March 31, 2024. For the first half, the company expects net sales to be ¥77,000 million. Operating profit to be ¥4,500 million. Profit attributable to owners of parent to be ¥3,500 million or Basic earnings per share to be ¥142.63.For the year, the company expects net sales to be ¥187,000 million. Operating profit to be ¥17,000 million. Profit attributable to owners of parent to be ¥13,500 million or Basic earnings per share to be ¥550.14.
Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥28.04 (vs JP¥66.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.04 (down from JP¥66.51 in 1Q 2023). Revenue: JP¥35.3b (down 3.8% from 1Q 2023). Net income: JP¥688.0m (down 58% from 1Q 2023). Profit margin: 1.9% (down from 4.5% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Electrical industry in Germany.
お知らせ • May 31DAIHEN Corporation to Report Q1, 2024 Results on Aug 02, 2023DAIHEN Corporation announced that they will report Q1, 2024 results on Aug 02, 2023
お知らせ • May 13DAIHEN Corporation, Annual General Meeting, Jun 28, 2023DAIHEN Corporation, Annual General Meeting, Jun 28, 2023.
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥538 (vs JP¥445 in FY 2022)Full year 2023 results: EPS: JP¥538 (up from JP¥445 in FY 2022). Revenue: JP¥185.3b (up 15% from FY 2022). Net income: JP¥13.2b (up 20% from FY 2022). Profit margin: 7.1% (up from 6.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electrical industry in Germany.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥75.00 per share at 3.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.1%).
お知らせ • Feb 10+ 1 more updateDAIHEN Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023DAIHEN Corporation provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects Net sales of JPY 180,000 million, operating profit of JPY 16,500 million, profit attributable to owners of the parent of JPY 12,000 million and basic earnings per share of JPY 489.07.
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥113 (vs JP¥110 in 3Q 2022)Third quarter 2023 results: EPS: JP¥113 (up from JP¥110 in 3Q 2022). Revenue: JP¥44.1b (up 13% from 3Q 2022). Net income: JP¥2.77b (up 2.0% from 3Q 2022). Profit margin: 6.3% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electrical industry in Germany.
お知らせ • Dec 28DAIHEN Corporation to Report Q3, 2023 Results on Feb 03, 2023DAIHEN Corporation announced that they will report Q3, 2023 results on Feb 03, 2023
Board Change • Nov 18Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 5 experienced directors. 6 highly experienced directors. 1 independent director (7 non-independent directors). Independent Board Director/Trustee Kusuo Sanjo was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 04Second quarter 2023 earnings released: EPS: JP¥182 (vs JP¥112 in 2Q 2022)Second quarter 2023 results: EPS: JP¥182 (up from JP¥112 in 2Q 2022). Revenue: JP¥46.5b (up 25% from 2Q 2022). Net income: JP¥4.48b (up 62% from 2Q 2022). Profit margin: 9.6% (up from 7.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electrical industry in Germany.
お知らせ • Oct 13DAIHEN Corporation to Report Q2, 2023 Results on Nov 02, 2022DAIHEN Corporation announced that they will report Q2, 2023 results on Nov 02, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥75.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.3%).
お知らせ • Aug 09+ 1 more updateDaihen Corporation Provides Dividend Guidance for He Second Quarter of Fiscal Year Ending March 31, 2023; Provides Dividend Guidance for the Year Ending March 31, 2023DAIHEN Corporation provided dividend guidance for the second quarter of fiscal year ending March 31, 2023. For the quarter, the company expects to pay dividend of JPY 75.00 against JPY 50.00 a year ago. For the year ending March 31, 2023, the company expects to pay dividend of JPY 75.00 against JPY 60.00 a year ago.
Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥66.51 (vs JP¥97.47 in 1Q 2022)First quarter 2023 results: EPS: JP¥66.51 (down from JP¥97.47 in 1Q 2022). Revenue: JP¥36.7b (up 6.2% from 1Q 2022). Net income: JP¥1.63b (down 32% from 1Q 2022). Profit margin: 4.5% (down from 7.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the industry in Germany.
お知らせ • Jun 30DAIHEN Corporation to Report Q1, 2023 Results on Aug 02, 2022DAIHEN Corporation announced that they will report Q1, 2023 results on Aug 02, 2022
お知らせ • Jun 02+ 1 more updateDAIHEN Corporation Provides Consolidated Earnings Guidance for the First Half and Full Fiscal Year Ending March 31, 2023DAIHEN Corporation provided consolidated earnings guidance for the first half and full fiscal year ending March 31, 2023. For the first half, the company expects net sales of ¥8,000 million, operating profit of ¥7,000 million, profit attributable to owners of parent of ¥5,500 million and basic earnings per share of ¥224.16.For the full fiscal year, the company expects net sales of ¥180,000 million, operating profit of ¥16,500 million, profit attributable to owners of parent of ¥12,000 million and basic earnings per share of ¥489.07.
Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥445 (vs JP¥381 in FY 2021)Full year 2022 results: EPS: JP¥445 (up from JP¥381 in FY 2021). Revenue: JP¥160.6b (up 11% from FY 2021). Net income: JP¥11.0b (up 17% from FY 2021). Profit margin: 6.8% (up from 6.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.3%, compared to a 11% growth forecast for the industry in Germany.
お知らせ • May 14DAIHEN Corporation, Annual General Meeting, Jun 28, 2022DAIHEN Corporation, Annual General Meeting, Jun 28, 2022.
Board Change • Apr 28Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 6 highly experienced directors. 1 independent director (7 non-independent directors). Independent Board Director/Trustee Kusuo Sanjo was the last independent director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08DAIHEN Corporation to Report Fiscal Year 2022 Results on May 12, 2022DAIHEN Corporation announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (0.9%).
お知らせ • Feb 16DAIHEN Corporation (TSE:6622) announces an Equity Buyback for 150,000 shares, representing 0.61% for ¥700 million.DAIHEN Corporation (TSE:6622) announces a share repurchase program. Under the program, the company will repurchase 150,000 shares, representing 0.61% of the outstanding shares for ¥700 million. The purpose of the program is to improve shareholder value and capital efficiency per share. The program will run until March 31, 2022. As of January 31, 2022, the company had 24,686,314 shares outstanding and 2,416,977 shares in treasury.
お知らせ • Feb 10+ 1 more updateDAIHEN Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2022DAIHEN Corporation provided dividend guidance for the fiscal year ending March 31, 2022. For the year, the company expects dividend of ¥50.00 per share against ¥47.50 per share a year ago.
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥110 (up from JP¥69.11 in 3Q 2021). Revenue: JP¥39.0b (up 14% from 3Q 2021). Net income: JP¥2.71b (up 59% from 3Q 2021). Profit margin: 7.0% (up from 5.0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 5.6%, compared to a 14% growth forecast for the industry in Germany.
Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS JP¥112 (vs JP¥67.41 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥37.4b (up 15% from 2Q 2021). Net income: JP¥2.77b (up 66% from 2Q 2021). Profit margin: 7.4% (up from 5.1% in 2Q 2021). The increase in margin was driven by higher revenue.
Board Change • Jul 27Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 7 non-independent directors. Independent Board Director/Trustee Kusuo Sanjo was the last independent director to join the board, commencing their role in 2011. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 13Full year 2021 earnings released: EPS JP¥381 (vs JP¥269 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥145.1b (flat on FY 2020). Net income: JP¥9.41b (up 41% from FY 2020). Profit margin: 6.5% (up from 4.6% in FY 2020).