View ValuationAichi Steel 将来の成長Future 基準チェック /06現在、 Aichi Steelの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Metals and Mining 収益成長18.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • Feb 02Aichi Steel Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024Aichi Steel Corporation provided earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects to report revenue of JPY 300,000 million, operating profit of JPY 8,700 million, profit attributable to owners of the parent of JPY 5,200 million, and basic earnings per share of JPY 263.50.お知らせ • Feb 03Aichi Steel Corporation Announces Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Aichi Steel Corporation announced consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company expects to report revenue of JPY 284,000 million.お知らせ • Oct 28Aichi Steel Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Aichi Steel Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company expects to report revenue of JPY 299,000 million, operating profit of JPY 3,000 million, profit before tax of JPY 4,000 million, profit attributable to owners of the parent of JPY 1,900 million, and basic earnings per share of JPY 96.31.すべての更新を表示Recent updatesBoard Change • May 20Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (4 non-independent directors). Chairman Takahiro Fujioka is the most experienced director on the board, commencing their role in 2011. Advisor & Independent Outside Director Yuko Arai was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Apr 29Aichi Steel Corporation, Annual General Meeting, Jun 16, 2026Aichi Steel Corporation, Annual General Meeting, Jun 16, 2026.お知らせ • Apr 21Aichi Steel Corporation to Report Fiscal Year 2026 Results on Apr 28, 2026Aichi Steel Corporation announced that they will report fiscal year 2026 results on Apr 28, 2026お知らせ • Nov 29Aichi Steel Corporation to Report Q3, 2026 Results on Feb 03, 2026Aichi Steel Corporation announced that they will report Q3, 2026 results on Feb 03, 2026お知らせ • Sep 03Aichi Steel Corporation to Report Q2, 2026 Results on Oct 31, 2025Aichi Steel Corporation announced that they will report Q2, 2026 results on Oct 31, 2025お知らせ • Jun 03Aichi Steel Corporation to Report Q1, 2026 Results on Jul 31, 2025Aichi Steel Corporation announced that they will report Q1, 2026 results on Jul 31, 2025お知らせ • May 17Aichi Steel Corporation (TSE:5482) announces an Equity Buyback for 3,100,000 shares, representing 16.23% for ¥26,257 million.Aichi Steel Corporation (TSE:5482) announces a share repurchase program. Under the program, the company will repurchase up to 3,100,000 shares, representing 16.23% of its issued share capital, for ¥26,257 million. The shares will be repurchased at a purchase price of ¥8,470 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency. As of April 30, 2025, the company has 19,101,123 issued shares (excluding treasury stock) and 8,064 shares in treasury.お知らせ • Apr 25+ 1 more updateAichi Steel Corporation, Annual General Meeting, Jun 18, 2025Aichi Steel Corporation, Annual General Meeting, Jun 18, 2025.お知らせ • Mar 07Aichi Steel Corporation to Report Fiscal Year 2025 Results on Apr 25, 2025Aichi Steel Corporation announced that they will report fiscal year 2025 results on Apr 25, 2025お知らせ • Feb 28Aichi Steel Corporation (TSE:5482) announces an Equity Buyback for 650,000 shares, representing 3.29% for ¥4,394 million.Aichi Steel Corporation (TSE:5482) announces a share repurchase program. Under the program, the company will repurchase up to 650,000 shares, representing 3.29% of its issued share capital, for ¥4,394 million. The shares will be repurchased at a purchase price of ¥6,760 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency. As of January 31, 2025, the company has 19,751,288 issued shares (excluding treasury stock) and 135,387 shares in treasury.お知らせ • Dec 03Aichi Steel Corporation to Report Q3, 2025 Results on Jan 31, 2025Aichi Steel Corporation announced that they will report Q3, 2025 results on Jan 31, 2025New Risk • Nov 01New 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 Earnings have declined by 7.0% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.3%).お知らせ • Aug 27Aichi Steel Corporation to Report Q2, 2025 Results on Oct 31, 2024Aichi Steel Corporation announced that they will report Q2, 2025 results on Oct 31, 2024Buy Or Sell Opportunity • Aug 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €17.00. The fair value is estimated to be €21.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 22%.Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥56.83 (vs JP¥115 in 1Q 2024)First quarter 2025 results: EPS: JP¥56.83 (down from JP¥115 in 1Q 2024). Revenue: JP¥71.9b (down 2.5% from 1Q 2024). Net income: JP¥1.12b (down 51% from 1Q 2024). Profit margin: 1.6% (down from 3.1% in 1Q 2024). The decrease in margin was driven by lower revenue. 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 2% per year, which means it is significantly lagging earnings.Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 182%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.お知らせ • Jun 13Aichi Steel Corporation to Report Q1, 2025 Results on Jul 31, 2024Aichi Steel Corporation announced that they will report Q1, 2025 results on Jul 31, 2024Reported Earnings • Apr 29Full year 2024 earnings released: EPS: JP¥334 (vs JP¥81.64 in FY 2023)Full year 2024 results: EPS: JP¥334 (up from JP¥81.64 in FY 2023). Revenue: JP¥296.5b (up 4.0% from FY 2023). Net income: JP¥6.59b (up 310% from FY 2023). Profit margin: 2.2% (up from 0.6% in FY 2023). The increase in margin was driven by higher revenue.お知らせ • Apr 28+ 2 more updatesAichi Steel Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Commences Dividend Payments on May 30, 2024Aichi Steel Corporation announced dividend of JPY 60.00 per share for the fiscal year ended March 31, 2024. Scheduled date of commencing dividend payments on May 30, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 7.9% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.3%).お知らせ • Mar 02Aichi Steel Corporation to Report Q4, 2024 Results on Apr 26, 2024Aichi Steel Corporation announced that they will report Q4, 2024 results on Apr 26, 2024Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥145 (vs JP¥0.46 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥145 (up from JP¥0.46 loss in 3Q 2023). Revenue: JP¥77.7b (up 11% from 3Q 2023). Net income: JP¥2.86b (up JP¥2.87b from 3Q 2023). Profit margin: 3.7% (up from 0% in 3Q 2023). The increase in margin was driven by higher revenue.お知らせ • Feb 02Aichi Steel Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024Aichi Steel Corporation provided earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects to report revenue of JPY 300,000 million, operating profit of JPY 8,700 million, profit attributable to owners of the parent of JPY 5,200 million, and basic earnings per share of JPY 263.50.お知らせ • Nov 27Aichi Steel Corporation to Report Q3, 2024 Results on Feb 02, 2024Aichi Steel Corporation announced that they will report Q3, 2024 results on Feb 02, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥49.49 (vs JP¥39.09 in 2Q 2023)Second quarter 2024 results: EPS: JP¥49.49 (up from JP¥39.09 in 2Q 2023). Revenue: JP¥75.5b (up 3.5% from 2Q 2023). Net income: JP¥977.0m (up 27% from 2Q 2023). Profit margin: 1.3% (up from 1.1% in 2Q 2023). The increase in margin was driven by higher revenue.Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 28 November 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.5%).Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €26.40, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 12x in the Metals and Mining industry in Germany. Total returns to shareholders of 86% over the past year.お知らせ • Aug 27Aichi Steel Corporation to Report Q2, 2024 Results on Oct 31, 2023Aichi Steel Corporation announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Jul 30First quarter 2024 earnings released: EPS: JP¥115 (vs JP¥27.75 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥115 (up from JP¥27.75 loss in 1Q 2023). Revenue: JP¥73.8b (up 10% from 1Q 2023). Net income: JP¥2.28b (up JP¥2.82b from 1Q 2023). Profit margin: 3.1% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue.Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥81.64 (vs JP¥55.26 in FY 2022)Full year 2023 results: EPS: JP¥81.64 (up from JP¥55.26 in FY 2022). Revenue: JP¥285.1b (up 9.6% from FY 2022). Net income: JP¥1.61b (up 48% from FY 2022). Profit margin: 0.6% (up from 0.4% in FY 2022). The increase in margin was driven by higher revenue.お知らせ • Jun 03Aichi Steel Corporation to Report Q1, 2024 Results on Jul 28, 2023Aichi Steel Corporation announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥81.63 (vs JP¥55.26 in FY 2022)Full year 2023 results: EPS: JP¥81.63 (up from JP¥55.26 in FY 2022). Revenue: JP¥285.1b (up 9.6% from FY 2022). Net income: JP¥1.61b (up 48% from FY 2022). Profit margin: 0.6% (up from 0.4% in FY 2022). The increase in margin was driven by higher revenue.Reported Earnings • Feb 05Third quarter 2023 earnings released: JP¥0.51 loss per share (vs JP¥2.99 loss in 3Q 2022)Third quarter 2023 results: JP¥0.51 loss per share (improved from JP¥2.99 loss in 3Q 2022). Revenue: JP¥69.9b (up 3.4% from 3Q 2022). Net loss: JP¥10.0m (loss narrowed 83% from 3Q 2022). Profit margin: 0% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue.お知らせ • Feb 03Aichi Steel Corporation Announces Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Aichi Steel Corporation announced consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company expects to report revenue of JPY 284,000 million.お知らせ • Dec 01Aichi Steel Corporation to Report Q3, 2023 Results on Feb 03, 2023Aichi Steel Corporation announced that they will report Q3, 2023 results on Feb 03, 2023Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥39.09 (vs JP¥0.76 in 2Q 2022)Second quarter 2023 results: EPS: JP¥39.09 (up from JP¥0.76 in 2Q 2022). Revenue: JP¥73.0b (up 19% from 2Q 2022). Net income: JP¥771.0m (up JP¥756.0m from 2Q 2022). Profit margin: 1.1% (up from 0% in 2Q 2022).Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Managing Executive Officer, GM of R&D Headquarters and Director Ichie Nomura was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥39.04 (vs JP¥0.76 in 2Q 2022)Second quarter 2023 results: EPS: JP¥39.04 (up from JP¥0.76 in 2Q 2022). Revenue: JP¥73.0b (up 19% from 2Q 2022). Net income: JP¥770.0m (up JP¥755.0m from 2Q 2022). Profit margin: 1.1% (up from 0% in 2Q 2022).お知らせ • Oct 29+ 1 more updateAichi Steel Corporation Announces Second Quarter-End Dividend for the Six Months Ended September 30, 2022, Payable on November 25, 2022Aichi Steel Corporation announced second quarter-end dividend for the Six Months Ended September 30, 2022. The company announced a second quarter-end dividend of JPY 10.00 per share for the six months ended September 30, 2022. The scheduled date of commencing dividend payment is November 25, 2022.お知らせ • Oct 28Aichi Steel Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Aichi Steel Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company expects to report revenue of JPY 299,000 million, operating profit of JPY 3,000 million, profit before tax of JPY 4,000 million, profit attributable to owners of the parent of JPY 1,900 million, and basic earnings per share of JPY 96.31.お知らせ • Sep 01Aichi Steel Corporation to Report Q2, 2023 Results on Oct 28, 2022Aichi Steel Corporation announced that they will report Q2, 2023 results on Oct 28, 2022Reported Earnings • Jul 31First quarter 2023 earnings released: JP¥27.75 loss per share (vs JP¥60.66 profit in 1Q 2022)First quarter 2023 results: JP¥27.75 loss per share (down from JP¥60.66 profit in 1Q 2022). Revenue: JP¥66.9b (up 8.6% from 1Q 2022). Net loss: JP¥547.0m (down 146% from profit in 1Q 2022).お知らせ • Jun 01Aichi Steel Corporation to Report Q1, 2023 Results on Jul 29, 2022Aichi Steel Corporation announced that they will report Q1, 2023 results on Jul 29, 2022お知らせ • May 02Aichi Steel Corporation, Annual General Meeting, Jun 22, 2022Aichi Steel Corporation, Annual General Meeting, Jun 22, 2022.Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥47.34 (vs JP¥155 in FY 2021)Full year 2022 results: EPS: JP¥47.34 (down from JP¥155 in FY 2021). Revenue: JP¥260.1b (up 27% from FY 2021). Net income: JP¥933.0m (down 69% from FY 2021). Profit margin: 0.4% (down from 1.5% in FY 2021). The decrease in margin was driven by higher expenses.Board Change • Apr 29No independent directorsThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 6 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (6 non-independent directors). President & Representative Director Takahiro Fujioka is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Apr 08Aichi Steel Corporation to Report Fiscal Year 2022 Results on Apr 28, 2022Aichi Steel Corporation announced that they will report fiscal year 2022 results on Apr 28, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (8.1%).Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: JP¥2.99 loss per share (down from JP¥134 profit in 3Q 2021). Revenue: JP¥67.6b (up 14% from 3Q 2021). Net loss: JP¥59.0m (down 102% from profit in 3Q 2021). Revenue exceeded analyst estimates by 7.8%.Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥60.66 (vs JP¥99.74 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥61.6b (up 70% from 1Q 2021). Net income: JP¥1.20b (up JP¥3.16b from 1Q 2021). Profit margin: 1.9% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Aichi Steel は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測DB:8T2 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2026304,34111,24848,00765,028N/A12/31/2025304,10911,81953,23670,974N/A9/30/2025304,13211,74226,67444,661N/A6/30/2025302,44010,26621,96343,209N/A3/31/2025299,2877,8203,13125,354N/A12/31/2024291,4206,138-4,73119,347N/A9/30/2024292,1655,0222,75626,614N/A6/30/2024294,6365,4385,63024,907N/A3/31/2024296,5166,59314,77833,817N/A12/31/2023302,4237,51014,25731,555N/A9/30/2023294,6464,6419,30925,924N/A6/30/2023292,0974,4346,57524,933N/A3/31/2023285,1411,610-2,79313,028N/A12/31/2022279,238151N/AN/AN/A9/30/2022276,921102-12,7423,174N/A6/30/2022265,408-653N/AN/AN/A3/31/2022260,1171,089-10,6175,210N/A12/31/2021251,3473,343N/AN/AN/A9/30/2021243,0836,033-2,09313,085N/A6/30/2021230,2606,207N/AN/AN/A3/31/2021204,9083,04939214,793N/A12/31/2020201,1232,532N/AN/AN/A9/30/2020202,2932,8265,78623,590N/A6/30/2020214,6114,811N/AN/AN/A3/31/2020242,2628,54312,72836,308N/A12/31/2019253,2328,123N/AN/AN/A9/30/2019258,3936,741N/A28,568N/A6/30/2019259,4676,566N/AN/AN/A3/31/2019257,3156,503N/A13,580N/A12/31/2018251,6486,116N/AN/AN/A9/30/2018246,1366,715N/A15,040N/A6/30/2018241,5496,769N/AN/AN/A3/31/2018236,2378,182N/A13,164N/A12/31/2017230,0378,996N/AN/AN/A9/30/2017223,6356,543N/A11,308N/A6/30/2017217,2766,313N/AN/AN/A3/31/2017212,8375,084N/A13,350N/A12/31/2016203,516-2,886N/AN/AN/A9/30/2016204,939-89N/A18,186N/A6/30/2016208,044-302N/AN/AN/A3/31/2016214,12020N/A25,193N/A12/31/2015228,3817,515N/AN/AN/A9/30/2015233,7887,450N/A23,328N/A6/30/2015239,0717,267N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 8T2の予測収益成長が 貯蓄率 ( 1.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 8T2の収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 8T2の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 8T2の収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 8T2の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 8T2の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/25 18:50終値2026/05/22 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Aichi Steel Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Koichi HariyaIchiyoshi Research Institute Inc.Yuji MatsumotoNomura Securities Co. Ltd.Taku OuchiSMBC NIKKO3 その他のアナリストを表示
お知らせ • Feb 02Aichi Steel Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024Aichi Steel Corporation provided earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects to report revenue of JPY 300,000 million, operating profit of JPY 8,700 million, profit attributable to owners of the parent of JPY 5,200 million, and basic earnings per share of JPY 263.50.
お知らせ • Feb 03Aichi Steel Corporation Announces Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Aichi Steel Corporation announced consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company expects to report revenue of JPY 284,000 million.
お知らせ • Oct 28Aichi Steel Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Aichi Steel Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company expects to report revenue of JPY 299,000 million, operating profit of JPY 3,000 million, profit before tax of JPY 4,000 million, profit attributable to owners of the parent of JPY 1,900 million, and basic earnings per share of JPY 96.31.
Board Change • May 20Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 5 new directors. 2 experienced directors. 3 highly experienced directors. 2 independent directors (4 non-independent directors). Chairman Takahiro Fujioka is the most experienced director on the board, commencing their role in 2011. Advisor & Independent Outside Director Yuko Arai was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 29Aichi Steel Corporation, Annual General Meeting, Jun 16, 2026Aichi Steel Corporation, Annual General Meeting, Jun 16, 2026.
お知らせ • Apr 21Aichi Steel Corporation to Report Fiscal Year 2026 Results on Apr 28, 2026Aichi Steel Corporation announced that they will report fiscal year 2026 results on Apr 28, 2026
お知らせ • Nov 29Aichi Steel Corporation to Report Q3, 2026 Results on Feb 03, 2026Aichi Steel Corporation announced that they will report Q3, 2026 results on Feb 03, 2026
お知らせ • Sep 03Aichi Steel Corporation to Report Q2, 2026 Results on Oct 31, 2025Aichi Steel Corporation announced that they will report Q2, 2026 results on Oct 31, 2025
お知らせ • Jun 03Aichi Steel Corporation to Report Q1, 2026 Results on Jul 31, 2025Aichi Steel Corporation announced that they will report Q1, 2026 results on Jul 31, 2025
お知らせ • May 17Aichi Steel Corporation (TSE:5482) announces an Equity Buyback for 3,100,000 shares, representing 16.23% for ¥26,257 million.Aichi Steel Corporation (TSE:5482) announces a share repurchase program. Under the program, the company will repurchase up to 3,100,000 shares, representing 16.23% of its issued share capital, for ¥26,257 million. The shares will be repurchased at a purchase price of ¥8,470 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency. As of April 30, 2025, the company has 19,101,123 issued shares (excluding treasury stock) and 8,064 shares in treasury.
お知らせ • Apr 25+ 1 more updateAichi Steel Corporation, Annual General Meeting, Jun 18, 2025Aichi Steel Corporation, Annual General Meeting, Jun 18, 2025.
お知らせ • Mar 07Aichi Steel Corporation to Report Fiscal Year 2025 Results on Apr 25, 2025Aichi Steel Corporation announced that they will report fiscal year 2025 results on Apr 25, 2025
お知らせ • Feb 28Aichi Steel Corporation (TSE:5482) announces an Equity Buyback for 650,000 shares, representing 3.29% for ¥4,394 million.Aichi Steel Corporation (TSE:5482) announces a share repurchase program. Under the program, the company will repurchase up to 650,000 shares, representing 3.29% of its issued share capital, for ¥4,394 million. The shares will be repurchased at a purchase price of ¥6,760 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency. As of January 31, 2025, the company has 19,751,288 issued shares (excluding treasury stock) and 135,387 shares in treasury.
お知らせ • Dec 03Aichi Steel Corporation to Report Q3, 2025 Results on Jan 31, 2025Aichi Steel Corporation announced that they will report Q3, 2025 results on Jan 31, 2025
New Risk • Nov 01New 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 Earnings have declined by 7.0% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.3%).
お知らせ • Aug 27Aichi Steel Corporation to Report Q2, 2025 Results on Oct 31, 2024Aichi Steel Corporation announced that they will report Q2, 2025 results on Oct 31, 2024
Buy Or Sell Opportunity • Aug 06Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 19% to €17.00. The fair value is estimated to be €21.57, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 22%.
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥56.83 (vs JP¥115 in 1Q 2024)First quarter 2025 results: EPS: JP¥56.83 (down from JP¥115 in 1Q 2024). Revenue: JP¥71.9b (down 2.5% from 1Q 2024). Net income: JP¥1.12b (down 51% from 1Q 2024). Profit margin: 1.6% (down from 3.1% in 1Q 2024). The decrease in margin was driven by lower revenue. 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 2% per year, which means it is significantly lagging earnings.
Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 182%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
お知らせ • Jun 13Aichi Steel Corporation to Report Q1, 2025 Results on Jul 31, 2024Aichi Steel Corporation announced that they will report Q1, 2025 results on Jul 31, 2024
Reported Earnings • Apr 29Full year 2024 earnings released: EPS: JP¥334 (vs JP¥81.64 in FY 2023)Full year 2024 results: EPS: JP¥334 (up from JP¥81.64 in FY 2023). Revenue: JP¥296.5b (up 4.0% from FY 2023). Net income: JP¥6.59b (up 310% from FY 2023). Profit margin: 2.2% (up from 0.6% in FY 2023). The increase in margin was driven by higher revenue.
お知らせ • Apr 28+ 2 more updatesAichi Steel Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Commences Dividend Payments on May 30, 2024Aichi Steel Corporation announced dividend of JPY 60.00 per share for the fiscal year ended March 31, 2024. Scheduled date of commencing dividend payments on May 30, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 7.9% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.3%).
お知らせ • Mar 02Aichi Steel Corporation to Report Q4, 2024 Results on Apr 26, 2024Aichi Steel Corporation announced that they will report Q4, 2024 results on Apr 26, 2024
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥145 (vs JP¥0.46 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥145 (up from JP¥0.46 loss in 3Q 2023). Revenue: JP¥77.7b (up 11% from 3Q 2023). Net income: JP¥2.86b (up JP¥2.87b from 3Q 2023). Profit margin: 3.7% (up from 0% in 3Q 2023). The increase in margin was driven by higher revenue.
お知らせ • Feb 02Aichi Steel Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024Aichi Steel Corporation provided earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects to report revenue of JPY 300,000 million, operating profit of JPY 8,700 million, profit attributable to owners of the parent of JPY 5,200 million, and basic earnings per share of JPY 263.50.
お知らせ • Nov 27Aichi Steel Corporation to Report Q3, 2024 Results on Feb 02, 2024Aichi Steel Corporation announced that they will report Q3, 2024 results on Feb 02, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥49.49 (vs JP¥39.09 in 2Q 2023)Second quarter 2024 results: EPS: JP¥49.49 (up from JP¥39.09 in 2Q 2023). Revenue: JP¥75.5b (up 3.5% from 2Q 2023). Net income: JP¥977.0m (up 27% from 2Q 2023). Profit margin: 1.3% (up from 1.1% in 2Q 2023). The increase in margin was driven by higher revenue.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 28 November 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (8.5%).
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €26.40, the stock trades at a trailing P/E ratio of 18.7x. Average trailing P/E is 12x in the Metals and Mining industry in Germany. Total returns to shareholders of 86% over the past year.
お知らせ • Aug 27Aichi Steel Corporation to Report Q2, 2024 Results on Oct 31, 2023Aichi Steel Corporation announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Jul 30First quarter 2024 earnings released: EPS: JP¥115 (vs JP¥27.75 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥115 (up from JP¥27.75 loss in 1Q 2023). Revenue: JP¥73.8b (up 10% from 1Q 2023). Net income: JP¥2.28b (up JP¥2.82b from 1Q 2023). Profit margin: 3.1% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue.
Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥81.64 (vs JP¥55.26 in FY 2022)Full year 2023 results: EPS: JP¥81.64 (up from JP¥55.26 in FY 2022). Revenue: JP¥285.1b (up 9.6% from FY 2022). Net income: JP¥1.61b (up 48% from FY 2022). Profit margin: 0.6% (up from 0.4% in FY 2022). The increase in margin was driven by higher revenue.
お知らせ • Jun 03Aichi Steel Corporation to Report Q1, 2024 Results on Jul 28, 2023Aichi Steel Corporation announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥81.63 (vs JP¥55.26 in FY 2022)Full year 2023 results: EPS: JP¥81.63 (up from JP¥55.26 in FY 2022). Revenue: JP¥285.1b (up 9.6% from FY 2022). Net income: JP¥1.61b (up 48% from FY 2022). Profit margin: 0.6% (up from 0.4% in FY 2022). The increase in margin was driven by higher revenue.
Reported Earnings • Feb 05Third quarter 2023 earnings released: JP¥0.51 loss per share (vs JP¥2.99 loss in 3Q 2022)Third quarter 2023 results: JP¥0.51 loss per share (improved from JP¥2.99 loss in 3Q 2022). Revenue: JP¥69.9b (up 3.4% from 3Q 2022). Net loss: JP¥10.0m (loss narrowed 83% from 3Q 2022). Profit margin: 0% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue.
お知らせ • Feb 03Aichi Steel Corporation Announces Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Aichi Steel Corporation announced consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company expects to report revenue of JPY 284,000 million.
お知らせ • Dec 01Aichi Steel Corporation to Report Q3, 2023 Results on Feb 03, 2023Aichi Steel Corporation announced that they will report Q3, 2023 results on Feb 03, 2023
Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥39.09 (vs JP¥0.76 in 2Q 2022)Second quarter 2023 results: EPS: JP¥39.09 (up from JP¥0.76 in 2Q 2022). Revenue: JP¥73.0b (up 19% from 2Q 2022). Net income: JP¥771.0m (up JP¥756.0m from 2Q 2022). Profit margin: 1.1% (up from 0% in 2Q 2022).
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Managing Executive Officer, GM of R&D Headquarters and Director Ichie Nomura was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥39.04 (vs JP¥0.76 in 2Q 2022)Second quarter 2023 results: EPS: JP¥39.04 (up from JP¥0.76 in 2Q 2022). Revenue: JP¥73.0b (up 19% from 2Q 2022). Net income: JP¥770.0m (up JP¥755.0m from 2Q 2022). Profit margin: 1.1% (up from 0% in 2Q 2022).
お知らせ • Oct 29+ 1 more updateAichi Steel Corporation Announces Second Quarter-End Dividend for the Six Months Ended September 30, 2022, Payable on November 25, 2022Aichi Steel Corporation announced second quarter-end dividend for the Six Months Ended September 30, 2022. The company announced a second quarter-end dividend of JPY 10.00 per share for the six months ended September 30, 2022. The scheduled date of commencing dividend payment is November 25, 2022.
お知らせ • Oct 28Aichi Steel Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Aichi Steel Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company expects to report revenue of JPY 299,000 million, operating profit of JPY 3,000 million, profit before tax of JPY 4,000 million, profit attributable to owners of the parent of JPY 1,900 million, and basic earnings per share of JPY 96.31.
お知らせ • Sep 01Aichi Steel Corporation to Report Q2, 2023 Results on Oct 28, 2022Aichi Steel Corporation announced that they will report Q2, 2023 results on Oct 28, 2022
Reported Earnings • Jul 31First quarter 2023 earnings released: JP¥27.75 loss per share (vs JP¥60.66 profit in 1Q 2022)First quarter 2023 results: JP¥27.75 loss per share (down from JP¥60.66 profit in 1Q 2022). Revenue: JP¥66.9b (up 8.6% from 1Q 2022). Net loss: JP¥547.0m (down 146% from profit in 1Q 2022).
お知らせ • Jun 01Aichi Steel Corporation to Report Q1, 2023 Results on Jul 29, 2022Aichi Steel Corporation announced that they will report Q1, 2023 results on Jul 29, 2022
お知らせ • May 02Aichi Steel Corporation, Annual General Meeting, Jun 22, 2022Aichi Steel Corporation, Annual General Meeting, Jun 22, 2022.
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥47.34 (vs JP¥155 in FY 2021)Full year 2022 results: EPS: JP¥47.34 (down from JP¥155 in FY 2021). Revenue: JP¥260.1b (up 27% from FY 2021). Net income: JP¥933.0m (down 69% from FY 2021). Profit margin: 0.4% (down from 1.5% in FY 2021). The decrease in margin was driven by higher expenses.
Board Change • Apr 29No independent directorsThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 6 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (6 non-independent directors). President & Representative Director Takahiro Fujioka is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 08Aichi Steel Corporation to Report Fiscal Year 2022 Results on Apr 28, 2022Aichi Steel Corporation announced that they will report fiscal year 2022 results on Apr 28, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (8.1%).
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: JP¥2.99 loss per share (down from JP¥134 profit in 3Q 2021). Revenue: JP¥67.6b (up 14% from 3Q 2021). Net loss: JP¥59.0m (down 102% from profit in 3Q 2021). Revenue exceeded analyst estimates by 7.8%.
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥60.66 (vs JP¥99.74 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥61.6b (up 70% from 1Q 2021). Net income: JP¥1.20b (up JP¥3.16b from 1Q 2021). Profit margin: 1.9% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue.