View Future GrowthDaicel 過去の業績過去 基準チェック /16Daicelは、平均年間6.5%の収益成長を遂げていますが、 Chemicals業界の収益は、年間 減少しています。収益は、平均年間4.4% 6.7%収益成長率で 成長しています。 Daicelの自己資本利益率は3.1%であり、純利益率は1.8%です。主要情報6.50%収益成長率8.92%EPS成長率Chemicals 業界の成長12.41%収益成長率6.72%株主資本利益率3.09%ネット・マージン1.76%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 13Full year 2026 earnings released: EPS: JP¥38.74 (vs JP¥181 in FY 2025)Full year 2026 results: EPS: JP¥38.74 (down from JP¥181 in FY 2025). Revenue: JP¥579.6b (down 1.2% from FY 2025). Net income: JP¥10.2b (down 79% from FY 2025). Profit margin: 1.8% (down from 8.4% in FY 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 8% per year.Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥64.26 (vs JP¥44.00 in 3Q 2025)Third quarter 2026 results: EPS: JP¥64.26 (up from JP¥44.00 in 3Q 2025). Revenue: JP¥147.7b (up 3.4% from 3Q 2025). Net income: JP¥16.9b (up 41% from 3Q 2025). Profit margin: 11% (up from 8.4% in 3Q 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 06Daicel Corporation to Report Fiscal Year 2026 Results on May 12, 2026Daicel Corporation announced that they will report fiscal year 2026 results on May 12, 2026お知らせ • Nov 11Daicel Corporation to Report Q3, 2026 Results on Feb 05, 2026Daicel Corporation announced that they will report Q3, 2026 results on Feb 05, 2026お知らせ • Aug 05Daicel Corporation to Report Q2, 2026 Results on Nov 06, 2025Daicel Corporation announced that they will report Q2, 2026 results on Nov 06, 2025Reported Earnings • Aug 03First quarter 2026 earnings released: EPS: JP¥36.29 (vs JP¥58.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥36.29 (down from JP¥58.70 in 1Q 2025). Revenue: JP¥139.3b (down 4.3% from 1Q 2025). Net income: JP¥9.62b (down 41% from 1Q 2025). Profit margin: 6.9% (down from 11% in 1Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.すべての更新を表示Recent updatesNew Risk • May 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.8% Last year net profit margin: 8.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (64% net debt to equity). Dividend is not well covered by cash flows (139% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.8% net profit margin).Reported Earnings • May 13Full year 2026 earnings released: EPS: JP¥38.74 (vs JP¥181 in FY 2025)Full year 2026 results: EPS: JP¥38.74 (down from JP¥181 in FY 2025). Revenue: JP¥579.6b (down 1.2% from FY 2025). Net income: JP¥10.2b (down 79% from FY 2025). Profit margin: 1.8% (down from 8.4% in FY 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 8% per year.お知らせ • May 12Daicel Corporation, Annual General Meeting, Jun 19, 2026Daicel Corporation, Annual General Meeting, Jun 19, 2026.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (4.2%).お知らせ • Mar 10Denka Company Limited (TSE:4061) enter into a share transfer agreement to acquire an additional 15% stake in Toyo Styrene Co. Ltd from Daicel Corporation (TSE:4202).Denka Company Limited (TSE:4061) enter into a share transfer agreement to acquire an additional 15% stake in Toyo Styrene Co. Ltd from Daicel Corporation (TSE:4202) on March 9, 2026. Upon completion, Denka Company Limited will own 65% stake in Toyo Styrene Co. Ltd. As a result of this transaction, Toyo Styrene is expected to become a consolidated subsidiary of the Company that qualifies as a specified subsidiary. Daicel will cease to be a co-investor in Toyo Styrene, and Toyo Styrene’s Hirohata Plant will be shut down. For a certain period, however, Toyo Styrene will continue to outsource production to Daicel and maintain product sales. For the period ending March 31, 2025, Toyo Styrene Co. Ltd reported total revenue of ¥48.39 billion, EBIT of ¥1.22 billion and net income of ¥788 million. As of March 31, 2025, Toyo Styrene Co. Ltd reported total assets of ¥27.69 billion and total common equity of ¥11.73 billion. The completion of this share transfer is subject to the completion of the necessary approvals, permissions, or clearances from the relevant authorities in accordance with the Anti-Monopoly Act and other applicable laws and regulations. The expected completion of the transaction is March 31, 2026.Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥64.26 (vs JP¥44.00 in 3Q 2025)Third quarter 2026 results: EPS: JP¥64.26 (up from JP¥44.00 in 3Q 2025). Revenue: JP¥147.7b (up 3.4% from 3Q 2025). Net income: JP¥16.9b (up 41% from 3Q 2025). Profit margin: 11% (up from 8.4% in 3Q 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 06Daicel Corporation to Report Fiscal Year 2026 Results on May 12, 2026Daicel Corporation announced that they will report fiscal year 2026 results on May 12, 2026Declared Dividend • Jan 16First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 382%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is covered by earnings (44% earnings payout ratio) but not covered by cash flows (143% cash payout ratio). The dividend has increased by an average of 12% 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 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Jan 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Seiji Kito was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 11Daicel Corporation to Report Q3, 2026 Results on Feb 05, 2026Daicel Corporation announced that they will report Q3, 2026 results on Feb 05, 2026お知らせ • Nov 06Daicel Corporation (TSE:4202) announces an Equity Buyback for 11,000,000 shares, representing 4.14% for ¥15,000 million.Daicel Corporation (TSE:4202) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 4.14% of its issued share capital, for a total purchase price of ¥15,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency as part of the capital policy in the medium-term strategy. The program will be valid till March 31, 2026. As of September 30, 2025, the company had 265,496,681 issued shares (excluding treasury stock) and 1,446,001 treasury shares.お知らせ • Oct 17Daicel Corporation Announces Reorganization Plan Involving A Company Split with A Consolidated SubsidiaryAt a meeting of its Board of Directors held on October 16, 2025, Daicel Corporation resolved to proceed with consideration of a policy under which the Company will succeed to all businesses of its consolidated subsidiary, Polyplastics Co. Ltd. ("Polyplastics"), by way of an absorption-type company split (the "Absorption-type Company Split"). The business to be succeeded (the "Target Business") excludes the business of holding and managing shares of subsidiaries and affiliates owned by Polyplastics. In accordance with the Policy, the Company plans to formally decide on absorption-type company split (the "Absorption-type Company Split") at its Board of Directors meeting scheduled for January 15, 2026, and will make a further timely disclosure at that time. As the Absorption-type Company Split is expected to be a simplified absorption-type company split involving a consolidated subsidiary, certain disclosure items and details have been omitted. In line with the Company's medium-term strategy "Accelerate 2025", Daicel has been working to transform its business structure and further strengthen its engineering plastics business. As part of this initiative, the Company made Polyplastics a wholly owned subsidiary in 2020. Since then, Polyplastics has promptly decided and executed investments to expand the capacity of its overseas manufacturing bases, including the commencement of the POM production facilities in China. In terms of business performance as well, Polyplastics achieved record-high consolidated profits in the previous fiscal year, demonstrating the tangible benefits of becoming a wholly owned subsidiary. With the Absorption-type Company Split, the Company aims to create a "New Daicel" by integrating the Target Business of Polyplastics into the Company. Through (i) sharing of technical service and solution-provision know-how, which represents Polyplastics' core strengths, (ii) enhancing collaboration with the Company's Safety, Materials and other businesses, (iii) utilization of human resources for the growth of the group as a whole, and (iv) improving the efficiency of corporate functions, the Company seeks to maximize corporate value.お知らせ • Aug 05Daicel Corporation to Report Q2, 2026 Results on Nov 06, 2025Daicel Corporation announced that they will report Q2, 2026 results on Nov 06, 2025Reported Earnings • Aug 03First quarter 2026 earnings released: EPS: JP¥36.29 (vs JP¥58.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥36.29 (down from JP¥58.70 in 1Q 2025). Revenue: JP¥139.3b (down 4.3% from 1Q 2025). Net income: JP¥9.62b (down 41% from 1Q 2025). Profit margin: 6.9% (down from 11% in 1Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Board Change • Jul 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Seiji Kito was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Jul 09Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 428%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 14% 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 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 20Full year 2025 earnings released: EPS: JP¥181 (vs JP¥198 in FY 2024)Full year 2025 results: EPS: JP¥181 (down from JP¥198 in FY 2024). Revenue: JP¥586.5b (up 5.1% from FY 2024). Net income: JP¥49.5b (down 11% from FY 2024). Profit margin: 8.4% (down from 10.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • May 16Daicel Corporation to Report Q1, 2026 Results on Aug 01, 2025Daicel Corporation announced that they will report Q1, 2026 results on Aug 01, 2025Reported Earnings • May 14Full year 2025 earnings released: EPS: JP¥181 (vs JP¥198 in FY 2024)Full year 2025 results: EPS: JP¥181 (down from JP¥198 in FY 2024). Revenue: JP¥586.5b (up 5.1% from FY 2024). Net income: JP¥49.5b (down 11% from FY 2024). Profit margin: 8.4% (down from 10.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% 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 • May 13+ 3 more updatesDaicel Corporation, Annual General Meeting, Jun 20, 2025Daicel Corporation, Annual General Meeting, Jun 20, 2025.お知らせ • Apr 02Daicel Corporation (TSE:4202) agreed to acquire remaining 65% stake in Toyama Filter Tow Co., Ltd. from Mitsubishi Chemical Corporation.Daicel Corporation (TSE:4202) agreed to acquire remaining 65% stake in Toyama Filter Tow Co., Ltd. from Mitsubishi Chemical Corporation on March 31, 2025. Upon completion, Daicel Corporation will own 100% stake in Toyama Filter Tow Co., Ltd. The transaction is expected to close on April 1, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 4.4%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (3.6%).お知らせ • Feb 08Daicel Corporation to Report Fiscal Year 2025 Results on May 13, 2025Daicel Corporation announced that they will report fiscal year 2025 results on May 13, 2025Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: JP¥44.00 (vs JP¥51.28 in 3Q 2024)Third quarter 2025 results: EPS: JP¥44.00 (down from JP¥51.28 in 3Q 2024). Revenue: JP¥142.9b (flat on 3Q 2024). Net income: JP¥12.0b (down 17% from 3Q 2024). Profit margin: 8.4% (down from 10% in 3Q 2024). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Declared Dividend • Dec 04First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 345%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is covered by earnings (12% 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 15% 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 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 30Daicel Corporation to Report Q3, 2025 Results on Feb 05, 2025Daicel Corporation announced that they will report Q3, 2025 results on Feb 05, 2025Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥57.48 (vs JP¥51.67 in 2Q 2024)Second quarter 2025 results: EPS: JP¥57.48 (up from JP¥51.67 in 2Q 2024). Revenue: JP¥144.1b (up 2.8% from 2Q 2024). Net income: JP¥15.9b (up 7.4% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 07+ 1 more updateDaicel Corporation Declares Dividend for the Second Quarter End of the Fiscal Year 2025, Payable on December 3, 2024; Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2025Daicel Corporation declared dividend of JPY 30.00 per share for the second quarter end of fiscal year ending March 31, 2025. Scheduled date of payment is December 3, 2024. Record date is September 30, 2024. The company revised year end dividend guidance for the fiscal year ending March 31, 2025. For the period, the company expects to pay dividend of JPY 30.00 per share against the previous guidance of JPY 28.00 per share. Reasons for the revision of Interim Dividend and Year-end Dividend Forecast: In Mid-Term Management Strategy "Accelerate 2025" (from the fiscal year ended March 2021 to the fiscal year ending March 2026), are targeting a total return ratio of 40% or more, which is a combination of dividends and agile share buybacks. In addition, starting from this fiscal year (ending March 31, 2025), in order to clarify commitment to providing stable dividends, have added a new target of a DOE (dividend on equity) ratio of 4% or more in addition to total return ratio. Although have revised full-year consolidated earnings forecast downward this time, excluding one-off losses such as the impact of plant trouble, earnings are higher than the figures previously announced, and taking into consideration steadily improving cash generation capabilities, have decided to revise interim dividend to ¥30 per share (an increase of ¥3 per share from the original forecast). In addition, have decided to revise the payment of the year-end dividend to ¥30 per share, an increase of ¥2 per share from the previous forecast which bring the annual dividend to ¥60 per share. As a result, the annual dividend forecast will be ¥60, the DOE ratio will be 4.5%, and together with the share buyback announced, the total return ratio is expected to be 61.2%.Upcoming Dividend • Sep 20Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 25% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.0%).お知らせ • Aug 27Daicel Corporation to Report Q2, 2025 Results on Nov 07, 2024Daicel Corporation announced that they will report Q2, 2025 results on Nov 07, 2024Reported Earnings • Aug 05First quarter 2025 earnings released: EPS: JP¥58.70 (vs JP¥52.46 in 1Q 2024)First quarter 2025 results: EPS: JP¥58.70 (up from JP¥52.46 in 1Q 2024). Revenue: JP¥145.6b (up 11% from 1Q 2024). Net income: JP¥16.2b (up 8.0% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 11Final dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 314%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is covered by earnings (23% earnings payout ratio) but not covered by cash flows (202% cash payout ratio). The dividend has increased by an average of 16% 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 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 28Full year 2024 earnings released: EPS: JP¥198 (vs JP¥139 in FY 2023)Full year 2024 results: EPS: JP¥198 (up from JP¥139 in FY 2023). Revenue: JP¥558.1b (up 3.7% from FY 2023). Net income: JP¥55.8b (up 37% from FY 2023). Profit margin: 10.0% (up from 7.6% in FY 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 28Daicel Corporation to Report Q1, 2025 Results on Aug 02, 2024Daicel Corporation announced that they will report Q1, 2025 results on Aug 02, 2024お知らせ • May 11Daicel Corporation, Annual General Meeting, Jun 21, 2024Daicel Corporation, Annual General Meeting, Jun 21, 2024.Reported Earnings • May 11Full year 2024 earnings released: EPS: JP¥198 (vs JP¥139 in FY 2023)Full year 2024 results: EPS: JP¥198 (up from JP¥139 in FY 2023). Revenue: JP¥558.1b (up 3.7% from FY 2023). Net income: JP¥55.8b (up 37% from FY 2023). Profit margin: 10.0% (up from 7.6% in FY 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • May 10+ 1 more updateDaicel Corporation Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and Fiscal Year Ending March 31, 2025Daicel Corporation provided consolidated earnings guidance for the six months ending September 30, 2024 and fiscal year ending March 31, 2025. For the six months, the company expects net sales of JPY 295,000 million, operating profit of JPY 32,000 million, profit attributable to owners of parent of JPY 30,000 million and profit per share of JPY 108.77.For the full year, the company expects net sales of JPY 610,000 million, operating profit of JPY 65,000 million, profit attributable to owners of parent of JPY 58,000 million and profit per share of JPY 210.29.お知らせ • Mar 28Daicel Corporation to Report Fiscal Year 2024 Results on May 09, 2024Daicel Corporation announced that they will report fiscal year 2024 results on May 09, 2024Upcoming Dividend • Mar 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 23% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.8%).Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥51.28 (vs JP¥25.03 in 3Q 2023)Third quarter 2024 results: EPS: JP¥51.28 (up from JP¥25.03 in 3Q 2023). Revenue: JP¥143.3b (up 3.6% from 3Q 2023). Net income: JP¥14.5b (up 97% from 3Q 2023). Profit margin: 10% (up from 5.3% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 27Daicel Corporation to Report Q3, 2024 Results on Feb 06, 2024Daicel Corporation announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 03Second quarter 2024 earnings released: EPS: JP¥51.67 (vs JP¥44.97 in 2Q 2023)Second quarter 2024 results: EPS: JP¥51.67 (up from JP¥44.97 in 2Q 2023). Revenue: JP¥140.2b (up 1.4% from 2Q 2023). Net income: JP¥14.8b (up 11% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 03+ 1 more updateDaicel Corporation (TSE:4202) announces an Equity Buyback for 13,000,000 shares, representing 4.55% for ¥15,000 million.Daicel Corporation (TSE:4202) announces a share repurchase program. Under the program, the company will repurchase up to 13,000,000 shares, representing 4.55% of its issued share capital (excluding treasury stock), for a total purchase price of ¥15,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will be valid till March 31, 2024. As of September 30, 2023, the company had 285,955,394 issued shares (excluding treasury stock) and 987,288 treasury shares.お知らせ • Nov 02Daicel Corporation Declares Dividend for the Second Quarter End of the Fiscal Year 2024, Payable on December 4, 2023; Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2024Daicel Corporation declared dividend of JPY 25.00 per share for the second quarter end of fiscal year ending March 31, 2024. Scheduled date of payment is December 4, 2023. Record date is September 30, 2023.The company revised year end dividend guidance for the fiscal year ending March 31, 2024. For the period, the company expects to pay dividend of JPY 25.00 per share against the previous guidance of JPY 22.00 per share.お知らせ • Sep 24Daicel Corporation to Report Q2, 2024 Results on Nov 02, 2023Daicel Corporation announced that they will report Q2, 2024 results on Nov 02, 2023お知らせ • Sep 22Pharma Foods International Co., Ltd. (TSE:2929) agreed to acquire Healthcare Mail Order Business Of Daicel from Daicel Corporation (TSE:4202).Pharma Foods International Co., Ltd. (TSE:2929) agreed to acquire Healthcare Mail Order Business Of Daicel from Daicel Corporation (TSE:4202) on September 20, 2023.Upcoming Dividend • Sep 21Upcoming dividend of JP¥22.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.9%).New Risk • Aug 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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: Major Risk Debt is not well covered by operating cash flow (8.7% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥52.46 (vs JP¥30.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥52.46 (up from JP¥30.11 in 1Q 2023). Revenue: JP¥130.8b (up 2.2% from 1Q 2023). Net income: JP¥15.0b (up 68% from 1Q 2023). Profit margin: 12% (up from 7.0% in 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 28Daicel Corporation to Report Q1, 2024 Results on Aug 03, 2023Daicel Corporation announced that they will report Q1, 2024 results on Aug 03, 2023Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥139 (vs JP¥104 in FY 2022)Full year 2023 results: EPS: JP¥139 (up from JP¥104 in FY 2022). Revenue: JP¥538.0b (up 15% from FY 2022). Net income: JP¥40.7b (up 30% from FY 2022). Profit margin: 7.6% (up from 6.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • May 12+ 1 more updateDaicel Corporation Announces Year End Dividend for the Year Ended March 31, 2023, Payable on June 26, 2023; Provides Dividend Guidance for the End of Second Quarter and Full Year Ending March 31, 2024Daicel Corporation announced year end dividend of JPY 20.00 per share for the year ended March 31, 2023 compared to JPY 18.00 per share a year ago. Scheduled date for dividend payment: June 26, 2023. The company provided dividend guidance for the end of second quarter and full year ending March 31, 2024. For the end of second quarter, the company expects to pay dividend of JPY 22.00 per share compared to JPY 18.00 per share a year ago. For the full year ending March 31, 2024, the company expects to pay dividend of JPY 22.00 per share compared to JPY 20.00 per share a year ago.お知らせ • May 11Daicel Corporation, Annual General Meeting, Jun 23, 2023Daicel Corporation, Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).Reported Earnings • Feb 03Third quarter 2023 earnings released: EPS: JP¥25.03 (vs JP¥4.84 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.03 (up from JP¥4.84 in 3Q 2022). Revenue: JP¥138.3b (up 17% from 3Q 2022). Net income: JP¥7.34b (up 404% from 3Q 2022). Profit margin: 5.3% (up from 1.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Feb 03+ 1 more updateDaicel Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Daicel Corporation provided consolidated earnings guidance for the year ending March 31, 2023. For the year ending March 31, 2023, the company expects net sales of JPY 579,000 million, operating profit of JPY 54,000 million and profit attributable to owners of parent of JPY 41,000 or JPY 138.44 per share.お知らせ • Feb 02Daicel Corporation to Report Fiscal Year 2023 Results on May 11, 2023Daicel Corporation announced that they will report fiscal year 2023 results on May 11, 2023お知らせ • Dec 28Daicel Corporation to Report Q3, 2023 Results on Feb 02, 2023Daicel Corporation announced that they will report Q3, 2023 results on Feb 02, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥44.97 (vs JP¥32.39 in 2Q 2022)Second quarter 2023 results: EPS: JP¥44.97 (up from JP¥32.39 in 2Q 2022). Revenue: JP¥138.3b (up 22% from 2Q 2022). Net income: JP¥13.3b (up 36% from 2Q 2022). Profit margin: 9.6% (up from 8.6% in 2Q 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, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 04Second quarter 2023 earnings released: EPS: JP¥44.97 (vs JP¥32.39 in 2Q 2022)Second quarter 2023 results: EPS: JP¥44.97 (up from JP¥32.39 in 2Q 2022). Revenue: JP¥138.3b (up 22% from 2Q 2022). Net income: JP¥13.3b (up 36% from 2Q 2022). Profit margin: 9.6% (up from 8.6% in 2Q 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, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.お知らせ • Nov 03Daicel Corporation Declares Dividend for the Second Quarter End of the Fiscal Year 2023, Payable on December 2, 2022; Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2023Daicel Corporation declared dividend of JPY 18.00 per share for the second quarter end of fiscal year ending March 31, 2023. Scheduled date of payment is December 2, 2022. The company revised year end dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expects to pay dividend of JPY 20.00 per share against the previous guidance of JPY 18.00 per share.お知らせ • Nov 02+ 1 more updateDaicel Corporation (TSE:4202) announces an Equity Buyback for 12,000,000 shares, representing 4.05% for ¥10,000 million.Daicel Corporation (TSE:4202) announces a share repurchase program. Under the program, the company will repurchase up to 12,000,000 shares, representing 4.05% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to improve a flexible capital policy in response to changes as well as to improve shareholder returns and capital efficiency. The program will be valid till March 31, 2023. As of September 30, 2022, the company had 296,152,326 issued shares (excluding treasury stock) and 6,790,356 treasury shares.Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.1%).お知らせ • Sep 22Daicel Corporation to Report Q2, 2023 Results on Nov 02, 2022Daicel Corporation announced that they will report Q2, 2023 results on Nov 02, 2022Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥30.11 (vs JP¥40.76 in 1Q 2022)First quarter 2023 results: EPS: JP¥30.11 (down from JP¥40.76 in 1Q 2022). Revenue: JP¥128.0b (up 15% from 1Q 2022). Net income: JP¥8.90b (down 28% from 1Q 2022). Profit margin: 7.0% (down from 11% in 1Q 2022). Over the next year, revenue is forecast to grow 12%, compared to a 3.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Aug 05+ 2 more updatesDaicel Corporation Provides Consolidated Earnings Forecast for the First Half and Full Year of Fiscal Year Ending March 31, 2023Daicel Corporation provided consolidated earnings forecast for the first half and full year of fiscal year ending March 31, 2023. For the first half, the company expected net sales to be JPY 266,000 million, Operating profit to be JPY 23,000 million, Profit attributable to owners of parent to be JPY 18,500 million and basic earnings per share to be JPY 62.56.For the full year, the company expected net sales to be JPY 540,000 million, Operating profit to be JPY 46,500 million, Profit attributable to owners of parent to be JPY 37,000 million and basic earnings per share to be JPY 125.12.お知らせ • May 29Daicel Corporation to Report Q1, 2023 Results on Aug 04, 2022Daicel Corporation announced that they will report Q1, 2023 results on Aug 04, 2022Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥104 (vs JP¥65.18 in FY 2021)Full year 2022 results: EPS: JP¥104 (up from JP¥65.18 in FY 2021). Revenue: JP¥467.9b (up 19% from FY 2021). Net income: JP¥31.3b (up 59% from FY 2021). Profit margin: 6.7% (up from 5.0% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.8%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • May 12+ 4 more updatesDaicel Corporation Provides Dividend Guidance for Second Quarter for Fiscal Year 2023Daicel Corporation provided dividend guidance for second quarter for fiscal year 2023. For the quarter, the company expects to pay dividend of JPY 18.00 per share compared to JPY 16.00 per share a year ago.お知らせ • Apr 07Daicel Corporation to Report Fiscal Year 2022 Results on May 11, 2022Daicel Corporation announced that they will report fiscal year 2022 results on May 11, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.8%).Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥4.84 (down from JP¥26.42 in 3Q 2021). Revenue: JP¥118.2b (up 12% from 3Q 2021). Net income: JP¥1.46b (down 82% from 3Q 2021). Profit margin: 1.2% (down from 7.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Over the next year, revenue is forecast to grow 1.5%, compared to a 5.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • Feb 02+ 1 more updateDaicel Corporation Provides Dividend Guidance for the Year Ending March 31, 2022Daicel Corporation provided dividend guidance for the year ending March 31, 2022. For the year, the company expects to pay dividend of JPY 16.00 per share.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥32.39 (vs JP¥8.76 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥113.5b (up 23% from 2Q 2021). Net income: JP¥9.76b (up 270% from 2Q 2021). Profit margin: 8.6% (up from 2.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (3.7%).Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥40.76 (vs JP¥2.08 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥111.4b (up 34% from 1Q 2021). Net income: JP¥12.3b (up JP¥11.6b from 1Q 2021). Profit margin: 11% (up from 0.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • May 13Full year 2021 earnings released: EPS JP¥65.18 (vs JP¥15.49 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥393.6b (down 4.7% from FY 2020). Net income: JP¥19.7b (up 296% from FY 2020). Profit margin: 5.0% (up from 1.2% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming Dividend of JP¥16.00 Per ShareWill be paid on the 22nd of June to those who are registered shareholders by the 30th of March. The trailing yield of 3.6% is in the top quartile of German dividend payers (3.3%), and it is in line with industry peers (3.6%).Reported Earnings • Feb 05Third quarter 2021 earnings released: EPS JP¥26.42 (vs JP¥21.93 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥106.0b (up 3.8% from 3Q 2020). Net income: JP¥7.96b (up JP¥15.0b from 3Q 2020). Profit margin: 7.5% (up from net loss in 3Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 05Revenue beats expectationsRevenue exceeded analyst estimates by 9.9%. Over the next year, revenue is forecast to grow 2.8%, compared to a 5.2% growth forecast for the Chemicals industry in Germany.Is New 90 Day High Low • Feb 04New 90-day high: €6.75The company is up 8.0% from its price of €6.25 on 05 November 2020. The German market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.00 per share.お知らせ • Feb 03Daicel Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2021Daicel Corporation provided earnings guidance for the fiscal year ending March 31, 2021. For the period, the company expects net sales of JPY 388,000 million compared to previous guidance of JPY 368,000 million, operating profit of JPY 28,000 million compared to previous guidance of JPY 22,000 million and profit attributable to owners of parent of JPY 18,000 million compared to previous guidance of JPY 14,000 million and profit per share of JPY 59.73 per basic share compared to previous guidance of JPY 46.46 per share.Is New 90 Day High Low • Dec 01New 90-day low: €5.95The company is down 1.0% from its price of €6.00 on 01 September 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.28 per share.お知らせ • Nov 29Daicel Corporation to Report Q3, 2021 Results on Feb 03, 2021Daicel Corporation announced that they will report Q3, 2021 results on Feb 03, 2021収支内訳Daicel の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史BST:9DC 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 26579,62910,180104,219031 Dec 25578,81041,141103,250030 Sep 25573,96236,22978,44024,83930 Jun 25580,22942,911104,580031 Mar 25586,53149,48078,89624,83931 Dec 24576,32555,66780,72122,28630 Sep 24576,74058,13678,66922,28630 Jun 24572,82657,03976,07322,28631 Mar 24558,05655,83474,60122,28631 Dec 23547,78955,34374,95920,64630 Sep 23542,79848,22375,92320,64630 Jun 23540,84746,76377,02420,64631 Mar 23538,02640,68277,65720,64631 Dec 22529,47137,30079,03519,66730 Sep 22509,35231,41875,63019,66730 Jun 22484,56027,87471,95619,66731 Mar 22467,93731,25468,24319,66731 Dec 21455,18831,98166,90018,56730 Sep 21443,03938,48665,53418,56730 Jun 21422,01331,36163,74818,56731 Mar 21393,56819,71361,14118,56731 Dec 20381,39411,56557,94620,32830 Sep 20377,491-3,43258,57420,32830 Jun 20391,85529159,84320,32831 Mar 20412,8264,97861,07820,32831 Dec 19420,7146,87363,31419,69030 Sep 19440,29824,59063,55119,69030 Jun 19453,22130,21463,40219,69031 Mar 19464,85935,30162,91219,69031 Dec 18474,18941,65663,24218,01530 Sep 18469,16339,87561,96418,01530 Jun 18466,19738,36160,87118,01531 Mar 18462,95637,06260,25418,01531 Dec 17463,05039,38861,37816,11730 Sep 17459,29443,72059,97616,11730 Jun 17448,64641,74658,32616,11731 Mar 17440,06143,19856,40916,11731 Dec 16430,45038,73355,72314,63830 Sep 16433,19238,02655,12814,63830 Jun 16440,13139,23355,13114,63831 Mar 16449,87840,31354,84114,63831 Dec 15452,85139,11069,259030 Sep 15451,57535,64068,282030 Jun 15448,71433,73966,4960質の高い収益: 9DCには¥19.0B } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: 9DCの現在の純利益率 (1.8%)は、昨年(8.4%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 9DCの収益は過去 5 年間で年間6.5%増加しました。成長の加速: 9DCは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: 9DCは過去 1 年間で収益成長率がマイナス ( -79.4% ) となったため、 Chemicals業界平均 ( -13.5% ) と比較することが困難です。株主資本利益率高いROE: 9DCの 自己資本利益率 ( 3.1% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/05/26 12:50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Daicel Corporation 7 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。17 アナリスト機関Mikiya YamadaBarclaysTakashi EnomotoBofA Global ResearchSze TeeCGS International14 その他のアナリストを表示
Reported Earnings • May 13Full year 2026 earnings released: EPS: JP¥38.74 (vs JP¥181 in FY 2025)Full year 2026 results: EPS: JP¥38.74 (down from JP¥181 in FY 2025). Revenue: JP¥579.6b (down 1.2% from FY 2025). Net income: JP¥10.2b (down 79% from FY 2025). Profit margin: 1.8% (down from 8.4% in FY 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 8% per year.
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥64.26 (vs JP¥44.00 in 3Q 2025)Third quarter 2026 results: EPS: JP¥64.26 (up from JP¥44.00 in 3Q 2025). Revenue: JP¥147.7b (up 3.4% from 3Q 2025). Net income: JP¥16.9b (up 41% from 3Q 2025). Profit margin: 11% (up from 8.4% in 3Q 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 06Daicel Corporation to Report Fiscal Year 2026 Results on May 12, 2026Daicel Corporation announced that they will report fiscal year 2026 results on May 12, 2026
お知らせ • Nov 11Daicel Corporation to Report Q3, 2026 Results on Feb 05, 2026Daicel Corporation announced that they will report Q3, 2026 results on Feb 05, 2026
お知らせ • Aug 05Daicel Corporation to Report Q2, 2026 Results on Nov 06, 2025Daicel Corporation announced that they will report Q2, 2026 results on Nov 06, 2025
Reported Earnings • Aug 03First quarter 2026 earnings released: EPS: JP¥36.29 (vs JP¥58.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥36.29 (down from JP¥58.70 in 1Q 2025). Revenue: JP¥139.3b (down 4.3% from 1Q 2025). Net income: JP¥9.62b (down 41% from 1Q 2025). Profit margin: 6.9% (down from 11% in 1Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
New Risk • May 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.8% Last year net profit margin: 8.4% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (64% net debt to equity). Dividend is not well covered by cash flows (139% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.8% net profit margin).
Reported Earnings • May 13Full year 2026 earnings released: EPS: JP¥38.74 (vs JP¥181 in FY 2025)Full year 2026 results: EPS: JP¥38.74 (down from JP¥181 in FY 2025). Revenue: JP¥579.6b (down 1.2% from FY 2025). Net income: JP¥10.2b (down 79% from FY 2025). Profit margin: 1.8% (down from 8.4% in FY 2025). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 8% per year.
お知らせ • May 12Daicel Corporation, Annual General Meeting, Jun 19, 2026Daicel Corporation, Annual General Meeting, Jun 19, 2026.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 4.6%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (4.2%).
お知らせ • Mar 10Denka Company Limited (TSE:4061) enter into a share transfer agreement to acquire an additional 15% stake in Toyo Styrene Co. Ltd from Daicel Corporation (TSE:4202).Denka Company Limited (TSE:4061) enter into a share transfer agreement to acquire an additional 15% stake in Toyo Styrene Co. Ltd from Daicel Corporation (TSE:4202) on March 9, 2026. Upon completion, Denka Company Limited will own 65% stake in Toyo Styrene Co. Ltd. As a result of this transaction, Toyo Styrene is expected to become a consolidated subsidiary of the Company that qualifies as a specified subsidiary. Daicel will cease to be a co-investor in Toyo Styrene, and Toyo Styrene’s Hirohata Plant will be shut down. For a certain period, however, Toyo Styrene will continue to outsource production to Daicel and maintain product sales. For the period ending March 31, 2025, Toyo Styrene Co. Ltd reported total revenue of ¥48.39 billion, EBIT of ¥1.22 billion and net income of ¥788 million. As of March 31, 2025, Toyo Styrene Co. Ltd reported total assets of ¥27.69 billion and total common equity of ¥11.73 billion. The completion of this share transfer is subject to the completion of the necessary approvals, permissions, or clearances from the relevant authorities in accordance with the Anti-Monopoly Act and other applicable laws and regulations. The expected completion of the transaction is March 31, 2026.
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥64.26 (vs JP¥44.00 in 3Q 2025)Third quarter 2026 results: EPS: JP¥64.26 (up from JP¥44.00 in 3Q 2025). Revenue: JP¥147.7b (up 3.4% from 3Q 2025). Net income: JP¥16.9b (up 41% from 3Q 2025). Profit margin: 11% (up from 8.4% in 3Q 2025). Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 9% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 06Daicel Corporation to Report Fiscal Year 2026 Results on May 12, 2026Daicel Corporation announced that they will report fiscal year 2026 results on May 12, 2026
Declared Dividend • Jan 16First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 382%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is covered by earnings (44% earnings payout ratio) but not covered by cash flows (143% cash payout ratio). The dividend has increased by an average of 12% 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 35% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Jan 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Seiji Kito was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 11Daicel Corporation to Report Q3, 2026 Results on Feb 05, 2026Daicel Corporation announced that they will report Q3, 2026 results on Feb 05, 2026
お知らせ • Nov 06Daicel Corporation (TSE:4202) announces an Equity Buyback for 11,000,000 shares, representing 4.14% for ¥15,000 million.Daicel Corporation (TSE:4202) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 4.14% of its issued share capital, for a total purchase price of ¥15,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency as part of the capital policy in the medium-term strategy. The program will be valid till March 31, 2026. As of September 30, 2025, the company had 265,496,681 issued shares (excluding treasury stock) and 1,446,001 treasury shares.
お知らせ • Oct 17Daicel Corporation Announces Reorganization Plan Involving A Company Split with A Consolidated SubsidiaryAt a meeting of its Board of Directors held on October 16, 2025, Daicel Corporation resolved to proceed with consideration of a policy under which the Company will succeed to all businesses of its consolidated subsidiary, Polyplastics Co. Ltd. ("Polyplastics"), by way of an absorption-type company split (the "Absorption-type Company Split"). The business to be succeeded (the "Target Business") excludes the business of holding and managing shares of subsidiaries and affiliates owned by Polyplastics. In accordance with the Policy, the Company plans to formally decide on absorption-type company split (the "Absorption-type Company Split") at its Board of Directors meeting scheduled for January 15, 2026, and will make a further timely disclosure at that time. As the Absorption-type Company Split is expected to be a simplified absorption-type company split involving a consolidated subsidiary, certain disclosure items and details have been omitted. In line with the Company's medium-term strategy "Accelerate 2025", Daicel has been working to transform its business structure and further strengthen its engineering plastics business. As part of this initiative, the Company made Polyplastics a wholly owned subsidiary in 2020. Since then, Polyplastics has promptly decided and executed investments to expand the capacity of its overseas manufacturing bases, including the commencement of the POM production facilities in China. In terms of business performance as well, Polyplastics achieved record-high consolidated profits in the previous fiscal year, demonstrating the tangible benefits of becoming a wholly owned subsidiary. With the Absorption-type Company Split, the Company aims to create a "New Daicel" by integrating the Target Business of Polyplastics into the Company. Through (i) sharing of technical service and solution-provision know-how, which represents Polyplastics' core strengths, (ii) enhancing collaboration with the Company's Safety, Materials and other businesses, (iii) utilization of human resources for the growth of the group as a whole, and (iv) improving the efficiency of corporate functions, the Company seeks to maximize corporate value.
お知らせ • Aug 05Daicel Corporation to Report Q2, 2026 Results on Nov 06, 2025Daicel Corporation announced that they will report Q2, 2026 results on Nov 06, 2025
Reported Earnings • Aug 03First quarter 2026 earnings released: EPS: JP¥36.29 (vs JP¥58.70 in 1Q 2025)First quarter 2026 results: EPS: JP¥36.29 (down from JP¥58.70 in 1Q 2025). Revenue: JP¥139.3b (down 4.3% from 1Q 2025). Net income: JP¥9.62b (down 41% from 1Q 2025). Profit margin: 6.9% (down from 11% in 1Q 2025). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.4% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Board Change • Jul 25High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Seiji Kito was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Jul 09Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 428%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (76% cash payout ratio). The dividend has increased by an average of 14% 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 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 20Full year 2025 earnings released: EPS: JP¥181 (vs JP¥198 in FY 2024)Full year 2025 results: EPS: JP¥181 (down from JP¥198 in FY 2024). Revenue: JP¥586.5b (up 5.1% from FY 2024). Net income: JP¥49.5b (down 11% from FY 2024). Profit margin: 8.4% (down from 10.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16Daicel Corporation to Report Q1, 2026 Results on Aug 01, 2025Daicel Corporation announced that they will report Q1, 2026 results on Aug 01, 2025
Reported Earnings • May 14Full year 2025 earnings released: EPS: JP¥181 (vs JP¥198 in FY 2024)Full year 2025 results: EPS: JP¥181 (down from JP¥198 in FY 2024). Revenue: JP¥586.5b (up 5.1% from FY 2024). Net income: JP¥49.5b (down 11% from FY 2024). Profit margin: 8.4% (down from 10.0% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% 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 • May 13+ 3 more updatesDaicel Corporation, Annual General Meeting, Jun 20, 2025Daicel Corporation, Annual General Meeting, Jun 20, 2025.
お知らせ • Apr 02Daicel Corporation (TSE:4202) agreed to acquire remaining 65% stake in Toyama Filter Tow Co., Ltd. from Mitsubishi Chemical Corporation.Daicel Corporation (TSE:4202) agreed to acquire remaining 65% stake in Toyama Filter Tow Co., Ltd. from Mitsubishi Chemical Corporation on March 31, 2025. Upon completion, Daicel Corporation will own 100% stake in Toyama Filter Tow Co., Ltd. The transaction is expected to close on April 1, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 4.4%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (3.6%).
お知らせ • Feb 08Daicel Corporation to Report Fiscal Year 2025 Results on May 13, 2025Daicel Corporation announced that they will report fiscal year 2025 results on May 13, 2025
Reported Earnings • Feb 06Third quarter 2025 earnings released: EPS: JP¥44.00 (vs JP¥51.28 in 3Q 2024)Third quarter 2025 results: EPS: JP¥44.00 (down from JP¥51.28 in 3Q 2024). Revenue: JP¥142.9b (flat on 3Q 2024). Net income: JP¥12.0b (down 17% from 3Q 2024). Profit margin: 8.4% (down from 10% in 3Q 2024). Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Dec 04First half dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 345%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is covered by earnings (12% 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 15% 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 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 30Daicel Corporation to Report Q3, 2025 Results on Feb 05, 2025Daicel Corporation announced that they will report Q3, 2025 results on Feb 05, 2025
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥57.48 (vs JP¥51.67 in 2Q 2024)Second quarter 2025 results: EPS: JP¥57.48 (up from JP¥51.67 in 2Q 2024). Revenue: JP¥144.1b (up 2.8% from 2Q 2024). Net income: JP¥15.9b (up 7.4% from 2Q 2024). Profit margin: 11% (in line with 2Q 2024). Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 07+ 1 more updateDaicel Corporation Declares Dividend for the Second Quarter End of the Fiscal Year 2025, Payable on December 3, 2024; Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2025Daicel Corporation declared dividend of JPY 30.00 per share for the second quarter end of fiscal year ending March 31, 2025. Scheduled date of payment is December 3, 2024. Record date is September 30, 2024. The company revised year end dividend guidance for the fiscal year ending March 31, 2025. For the period, the company expects to pay dividend of JPY 30.00 per share against the previous guidance of JPY 28.00 per share. Reasons for the revision of Interim Dividend and Year-end Dividend Forecast: In Mid-Term Management Strategy "Accelerate 2025" (from the fiscal year ended March 2021 to the fiscal year ending March 2026), are targeting a total return ratio of 40% or more, which is a combination of dividends and agile share buybacks. In addition, starting from this fiscal year (ending March 31, 2025), in order to clarify commitment to providing stable dividends, have added a new target of a DOE (dividend on equity) ratio of 4% or more in addition to total return ratio. Although have revised full-year consolidated earnings forecast downward this time, excluding one-off losses such as the impact of plant trouble, earnings are higher than the figures previously announced, and taking into consideration steadily improving cash generation capabilities, have decided to revise interim dividend to ¥30 per share (an increase of ¥3 per share from the original forecast). In addition, have decided to revise the payment of the year-end dividend to ¥30 per share, an increase of ¥2 per share from the previous forecast which bring the annual dividend to ¥60 per share. As a result, the annual dividend forecast will be ¥60, the DOE ratio will be 4.5%, and together with the share buyback announced, the total return ratio is expected to be 61.2%.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 25% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.0%).
お知らせ • Aug 27Daicel Corporation to Report Q2, 2025 Results on Nov 07, 2024Daicel Corporation announced that they will report Q2, 2025 results on Nov 07, 2024
Reported Earnings • Aug 05First quarter 2025 earnings released: EPS: JP¥58.70 (vs JP¥52.46 in 1Q 2024)First quarter 2025 results: EPS: JP¥58.70 (up from JP¥52.46 in 1Q 2024). Revenue: JP¥145.6b (up 11% from 1Q 2024). Net income: JP¥16.2b (up 8.0% from 1Q 2024). Profit margin: 11% (in line with 1Q 2024). Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 11Final dividend of JP¥27.00 announcedShareholders will receive a dividend of JP¥27.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 314%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is covered by earnings (23% earnings payout ratio) but not covered by cash flows (202% cash payout ratio). The dividend has increased by an average of 16% 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 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 28Full year 2024 earnings released: EPS: JP¥198 (vs JP¥139 in FY 2023)Full year 2024 results: EPS: JP¥198 (up from JP¥139 in FY 2023). Revenue: JP¥558.1b (up 3.7% from FY 2023). Net income: JP¥55.8b (up 37% from FY 2023). Profit margin: 10.0% (up from 7.6% in FY 2023). Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 28Daicel Corporation to Report Q1, 2025 Results on Aug 02, 2024Daicel Corporation announced that they will report Q1, 2025 results on Aug 02, 2024
お知らせ • May 11Daicel Corporation, Annual General Meeting, Jun 21, 2024Daicel Corporation, Annual General Meeting, Jun 21, 2024.
Reported Earnings • May 11Full year 2024 earnings released: EPS: JP¥198 (vs JP¥139 in FY 2023)Full year 2024 results: EPS: JP¥198 (up from JP¥139 in FY 2023). Revenue: JP¥558.1b (up 3.7% from FY 2023). Net income: JP¥55.8b (up 37% from FY 2023). Profit margin: 10.0% (up from 7.6% in FY 2023). Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • May 10+ 1 more updateDaicel Corporation Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and Fiscal Year Ending March 31, 2025Daicel Corporation provided consolidated earnings guidance for the six months ending September 30, 2024 and fiscal year ending March 31, 2025. For the six months, the company expects net sales of JPY 295,000 million, operating profit of JPY 32,000 million, profit attributable to owners of parent of JPY 30,000 million and profit per share of JPY 108.77.For the full year, the company expects net sales of JPY 610,000 million, operating profit of JPY 65,000 million, profit attributable to owners of parent of JPY 58,000 million and profit per share of JPY 210.29.
お知らせ • Mar 28Daicel Corporation to Report Fiscal Year 2024 Results on May 09, 2024Daicel Corporation announced that they will report fiscal year 2024 results on May 09, 2024
Upcoming Dividend • Mar 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 23% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.8%).
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥51.28 (vs JP¥25.03 in 3Q 2023)Third quarter 2024 results: EPS: JP¥51.28 (up from JP¥25.03 in 3Q 2023). Revenue: JP¥143.3b (up 3.6% from 3Q 2023). Net income: JP¥14.5b (up 97% from 3Q 2023). Profit margin: 10% (up from 5.3% in 3Q 2023). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 27Daicel Corporation to Report Q3, 2024 Results on Feb 06, 2024Daicel Corporation announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 03Second quarter 2024 earnings released: EPS: JP¥51.67 (vs JP¥44.97 in 2Q 2023)Second quarter 2024 results: EPS: JP¥51.67 (up from JP¥44.97 in 2Q 2023). Revenue: JP¥140.2b (up 1.4% from 2Q 2023). Net income: JP¥14.8b (up 11% from 2Q 2023). Profit margin: 11% (in line with 2Q 2023). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 03+ 1 more updateDaicel Corporation (TSE:4202) announces an Equity Buyback for 13,000,000 shares, representing 4.55% for ¥15,000 million.Daicel Corporation (TSE:4202) announces a share repurchase program. Under the program, the company will repurchase up to 13,000,000 shares, representing 4.55% of its issued share capital (excluding treasury stock), for a total purchase price of ¥15,000 million. The purpose of the program is to enhance shareholder returns and improve capital efficiency. The program will be valid till March 31, 2024. As of September 30, 2023, the company had 285,955,394 issued shares (excluding treasury stock) and 987,288 treasury shares.
お知らせ • Nov 02Daicel Corporation Declares Dividend for the Second Quarter End of the Fiscal Year 2024, Payable on December 4, 2023; Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2024Daicel Corporation declared dividend of JPY 25.00 per share for the second quarter end of fiscal year ending March 31, 2024. Scheduled date of payment is December 4, 2023. Record date is September 30, 2023.The company revised year end dividend guidance for the fiscal year ending March 31, 2024. For the period, the company expects to pay dividend of JPY 25.00 per share against the previous guidance of JPY 22.00 per share.
お知らせ • Sep 24Daicel Corporation to Report Q2, 2024 Results on Nov 02, 2023Daicel Corporation announced that they will report Q2, 2024 results on Nov 02, 2023
お知らせ • Sep 22Pharma Foods International Co., Ltd. (TSE:2929) agreed to acquire Healthcare Mail Order Business Of Daicel from Daicel Corporation (TSE:4202).Pharma Foods International Co., Ltd. (TSE:2929) agreed to acquire Healthcare Mail Order Business Of Daicel from Daicel Corporation (TSE:4202) on September 20, 2023.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥22.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 24% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.9%).
New Risk • Aug 06New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 22% 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: Major Risk Debt is not well covered by operating cash flow (8.7% operating cash flow to total debt). Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥52.46 (vs JP¥30.11 in 1Q 2023)First quarter 2024 results: EPS: JP¥52.46 (up from JP¥30.11 in 1Q 2023). Revenue: JP¥130.8b (up 2.2% from 1Q 2023). Net income: JP¥15.0b (up 68% from 1Q 2023). Profit margin: 12% (up from 7.0% in 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 28Daicel Corporation to Report Q1, 2024 Results on Aug 03, 2023Daicel Corporation announced that they will report Q1, 2024 results on Aug 03, 2023
Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥139 (vs JP¥104 in FY 2022)Full year 2023 results: EPS: JP¥139 (up from JP¥104 in FY 2022). Revenue: JP¥538.0b (up 15% from FY 2022). Net income: JP¥40.7b (up 30% from FY 2022). Profit margin: 7.6% (up from 6.7% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12+ 1 more updateDaicel Corporation Announces Year End Dividend for the Year Ended March 31, 2023, Payable on June 26, 2023; Provides Dividend Guidance for the End of Second Quarter and Full Year Ending March 31, 2024Daicel Corporation announced year end dividend of JPY 20.00 per share for the year ended March 31, 2023 compared to JPY 18.00 per share a year ago. Scheduled date for dividend payment: June 26, 2023. The company provided dividend guidance for the end of second quarter and full year ending March 31, 2024. For the end of second quarter, the company expects to pay dividend of JPY 22.00 per share compared to JPY 18.00 per share a year ago. For the full year ending March 31, 2024, the company expects to pay dividend of JPY 22.00 per share compared to JPY 20.00 per share a year ago.
お知らせ • May 11Daicel Corporation, Annual General Meeting, Jun 23, 2023Daicel Corporation, Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥20.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).
Reported Earnings • Feb 03Third quarter 2023 earnings released: EPS: JP¥25.03 (vs JP¥4.84 in 3Q 2022)Third quarter 2023 results: EPS: JP¥25.03 (up from JP¥4.84 in 3Q 2022). Revenue: JP¥138.3b (up 17% from 3Q 2022). Net income: JP¥7.34b (up 404% from 3Q 2022). Profit margin: 5.3% (up from 1.2% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Feb 03+ 1 more updateDaicel Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Daicel Corporation provided consolidated earnings guidance for the year ending March 31, 2023. For the year ending March 31, 2023, the company expects net sales of JPY 579,000 million, operating profit of JPY 54,000 million and profit attributable to owners of parent of JPY 41,000 or JPY 138.44 per share.
お知らせ • Feb 02Daicel Corporation to Report Fiscal Year 2023 Results on May 11, 2023Daicel Corporation announced that they will report fiscal year 2023 results on May 11, 2023
お知らせ • Dec 28Daicel Corporation to Report Q3, 2023 Results on Feb 02, 2023Daicel Corporation announced that they will report Q3, 2023 results on Feb 02, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥44.97 (vs JP¥32.39 in 2Q 2022)Second quarter 2023 results: EPS: JP¥44.97 (up from JP¥32.39 in 2Q 2022). Revenue: JP¥138.3b (up 22% from 2Q 2022). Net income: JP¥13.3b (up 36% from 2Q 2022). Profit margin: 9.6% (up from 8.6% in 2Q 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, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 04Second quarter 2023 earnings released: EPS: JP¥44.97 (vs JP¥32.39 in 2Q 2022)Second quarter 2023 results: EPS: JP¥44.97 (up from JP¥32.39 in 2Q 2022). Revenue: JP¥138.3b (up 22% from 2Q 2022). Net income: JP¥13.3b (up 36% from 2Q 2022). Profit margin: 9.6% (up from 8.6% in 2Q 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, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
お知らせ • Nov 03Daicel Corporation Declares Dividend for the Second Quarter End of the Fiscal Year 2023, Payable on December 2, 2022; Provides Year End Dividend Guidance for the Fiscal Year Ending March 31, 2023Daicel Corporation declared dividend of JPY 18.00 per share for the second quarter end of fiscal year ending March 31, 2023. Scheduled date of payment is December 2, 2022. The company revised year end dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expects to pay dividend of JPY 20.00 per share against the previous guidance of JPY 18.00 per share.
お知らせ • Nov 02+ 1 more updateDaicel Corporation (TSE:4202) announces an Equity Buyback for 12,000,000 shares, representing 4.05% for ¥10,000 million.Daicel Corporation (TSE:4202) announces a share repurchase program. Under the program, the company will repurchase up to 12,000,000 shares, representing 4.05% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to improve a flexible capital policy in response to changes as well as to improve shareholder returns and capital efficiency. The program will be valid till March 31, 2023. As of September 30, 2022, the company had 296,152,326 issued shares (excluding treasury stock) and 6,790,356 treasury shares.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 36% but the company is not cash flow positive. Trailing yield: 4.0%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.1%).
お知らせ • Sep 22Daicel Corporation to Report Q2, 2023 Results on Nov 02, 2022Daicel Corporation announced that they will report Q2, 2023 results on Nov 02, 2022
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥30.11 (vs JP¥40.76 in 1Q 2022)First quarter 2023 results: EPS: JP¥30.11 (down from JP¥40.76 in 1Q 2022). Revenue: JP¥128.0b (up 15% from 1Q 2022). Net income: JP¥8.90b (down 28% from 1Q 2022). Profit margin: 7.0% (down from 11% in 1Q 2022). Over the next year, revenue is forecast to grow 12%, compared to a 3.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Aug 05+ 2 more updatesDaicel Corporation Provides Consolidated Earnings Forecast for the First Half and Full Year of Fiscal Year Ending March 31, 2023Daicel Corporation provided consolidated earnings forecast for the first half and full year of fiscal year ending March 31, 2023. For the first half, the company expected net sales to be JPY 266,000 million, Operating profit to be JPY 23,000 million, Profit attributable to owners of parent to be JPY 18,500 million and basic earnings per share to be JPY 62.56.For the full year, the company expected net sales to be JPY 540,000 million, Operating profit to be JPY 46,500 million, Profit attributable to owners of parent to be JPY 37,000 million and basic earnings per share to be JPY 125.12.
お知らせ • May 29Daicel Corporation to Report Q1, 2023 Results on Aug 04, 2022Daicel Corporation announced that they will report Q1, 2023 results on Aug 04, 2022
Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥104 (vs JP¥65.18 in FY 2021)Full year 2022 results: EPS: JP¥104 (up from JP¥65.18 in FY 2021). Revenue: JP¥467.9b (up 19% from FY 2021). Net income: JP¥31.3b (up 59% from FY 2021). Profit margin: 6.7% (up from 5.0% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.8%, compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • May 12+ 4 more updatesDaicel Corporation Provides Dividend Guidance for Second Quarter for Fiscal Year 2023Daicel Corporation provided dividend guidance for second quarter for fiscal year 2023. For the quarter, the company expects to pay dividend of JPY 18.00 per share compared to JPY 16.00 per share a year ago.
お知らせ • Apr 07Daicel Corporation to Report Fiscal Year 2022 Results on May 11, 2022Daicel Corporation announced that they will report fiscal year 2022 results on May 11, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.8%).
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥4.84 (down from JP¥26.42 in 3Q 2021). Revenue: JP¥118.2b (up 12% from 3Q 2021). Net income: JP¥1.46b (down 82% from 3Q 2021). Profit margin: 1.2% (down from 7.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 5.1%. Over the next year, revenue is forecast to grow 1.5%, compared to a 5.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • Feb 02+ 1 more updateDaicel Corporation Provides Dividend Guidance for the Year Ending March 31, 2022Daicel Corporation provided dividend guidance for the year ending March 31, 2022. For the year, the company expects to pay dividend of JPY 16.00 per share.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥32.39 (vs JP¥8.76 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥113.5b (up 23% from 2Q 2021). Net income: JP¥9.76b (up 270% from 2Q 2021). Profit margin: 8.6% (up from 2.9% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (3.7%).
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥40.76 (vs JP¥2.08 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥111.4b (up 34% from 1Q 2021). Net income: JP¥12.3b (up JP¥11.6b from 1Q 2021). Profit margin: 11% (up from 0.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 13Full year 2021 earnings released: EPS JP¥65.18 (vs JP¥15.49 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥393.6b (down 4.7% from FY 2020). Net income: JP¥19.7b (up 296% from FY 2020). Profit margin: 5.0% (up from 1.2% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming Dividend of JP¥16.00 Per ShareWill be paid on the 22nd of June to those who are registered shareholders by the 30th of March. The trailing yield of 3.6% is in the top quartile of German dividend payers (3.3%), and it is in line with industry peers (3.6%).
Reported Earnings • Feb 05Third quarter 2021 earnings released: EPS JP¥26.42 (vs JP¥21.93 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥106.0b (up 3.8% from 3Q 2020). Net income: JP¥7.96b (up JP¥15.0b from 3Q 2020). Profit margin: 7.5% (up from net loss in 3Q 2020). The move to profitability was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 05Revenue beats expectationsRevenue exceeded analyst estimates by 9.9%. Over the next year, revenue is forecast to grow 2.8%, compared to a 5.2% growth forecast for the Chemicals industry in Germany.
Is New 90 Day High Low • Feb 04New 90-day high: €6.75The company is up 8.0% from its price of €6.25 on 05 November 2020. The German market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.00 per share.
お知らせ • Feb 03Daicel Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2021Daicel Corporation provided earnings guidance for the fiscal year ending March 31, 2021. For the period, the company expects net sales of JPY 388,000 million compared to previous guidance of JPY 368,000 million, operating profit of JPY 28,000 million compared to previous guidance of JPY 22,000 million and profit attributable to owners of parent of JPY 18,000 million compared to previous guidance of JPY 14,000 million and profit per share of JPY 59.73 per basic share compared to previous guidance of JPY 46.46 per share.
Is New 90 Day High Low • Dec 01New 90-day low: €5.95The company is down 1.0% from its price of €6.00 on 01 September 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €5.28 per share.
お知らせ • Nov 29Daicel Corporation to Report Q3, 2021 Results on Feb 03, 2021Daicel Corporation announced that they will report Q3, 2021 results on Feb 03, 2021