Oji Holdings（OJI）株式概要王子ホールディングス株式会社は、その子会社とともに、日本および海外で紙パルプ事業を営んでいる。 詳細OJI ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績3/6財務の健全性3/6配当金4/6報酬株価収益率（ 12.7 x） German市場（ 17.1 x）を下回っています。収益は年間4.15%増加すると予測されています 過去1年間で収益は20.4%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析負債は営業キャッシュフローで十分にカバーされていない 財務結果に影響を与える大きな一時的項目 4.33%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見るOJI Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW501,009 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG501,009 investors already sharing narrativesYour Fair Value€Current Price€4.4415.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02t2016201920222025202620282031Revenue JP¥2.0tEarnings JP¥60.6bAdvancedSet Fair ValueView all narrativesOji Holdings Corporation 競合他社FuchsSymbol: XTRA:FPE3Market cap: €4.8bSalzgitterSymbol: XTRA:SZGMarket cap: €2.8bAurubisSymbol: XTRA:NDAMarket cap: €7.5bAlzChem GroupSymbol: XTRA:ACTMarket cap: €1.6b価格と性能株価の高値、安値、推移の概要Oji Holdings過去の株価現在の株価JP¥4.4452週高値JP¥5.4052週安値JP¥4.10ベータ0.0641ヶ月の変化6.73%3ヶ月変化-5.53%1年変化2.30%3年間の変化34.55%5年間の変化-8.64%IPOからの変化-2.63%最新ニュースBoard Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Hiroji Adachi was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Atsuko Muraki was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 20Oji Holdings Corporation to Report Q1, 2027 Results on Aug 05, 2026Oji Holdings Corporation announced that they will report Q1, 2027 results on Aug 05, 2026お知らせ • May 15Oji Holdings Corporation, Annual General Meeting, Jun 26, 2026Oji Holdings Corporation, Annual General Meeting, Jun 26, 2026.お知らせ • Apr 06Oji Holdings Corporation to Report Q4, 2026 Results on May 15, 2026Oji Holdings Corporation announced that they will report Q4, 2026 results on May 15, 2026お知らせ • Feb 18Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd completed the acquisition of Toin Corporation (TSE:7923) from a group of shareholders.Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd made an offer to acquire Toin Corporation (TSE:7923) from a group of shareholders for ¥6 billion on March 21, 2025. A cash consideration valued at ¥1187 per share will be paid by Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd. The transaction is expected to close on February 16, 2026. Nomura Securities Co., Ltd. acted as financial advisor and Mori Hamada & Matsumoto LPC acted as legal advisor to Corporate Support Research Institute Co, Ltd. Anderson Mori & Tomotsune acted as legal advisor and Daiwa Securities Co. Ltd. acted as financial advisor to Toin Corporation. Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd completed the acquisition of Toin Corporation (TSE:7923) from a group of shareholders on February 16, 2026. As per the transaction, Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd acquired 92.13% stake in Toin Corporation and will acquired remaining shares via squeeze-out procedures.最新情報をもっと見るRecent updatesBoard Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Hiroji Adachi was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Atsuko Muraki was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 20Oji Holdings Corporation to Report Q1, 2027 Results on Aug 05, 2026Oji Holdings Corporation announced that they will report Q1, 2027 results on Aug 05, 2026お知らせ • May 15Oji Holdings Corporation, Annual General Meeting, Jun 26, 2026Oji Holdings Corporation, Annual General Meeting, Jun 26, 2026.お知らせ • Apr 06Oji Holdings Corporation to Report Q4, 2026 Results on May 15, 2026Oji Holdings Corporation announced that they will report Q4, 2026 results on May 15, 2026お知らせ • Feb 18Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd completed the acquisition of Toin Corporation (TSE:7923) from a group of shareholders.Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd made an offer to acquire Toin Corporation (TSE:7923) from a group of shareholders for ¥6 billion on March 21, 2025. A cash consideration valued at ¥1187 per share will be paid by Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd. The transaction is expected to close on February 16, 2026. Nomura Securities Co., Ltd. acted as financial advisor and Mori Hamada & Matsumoto LPC acted as legal advisor to Corporate Support Research Institute Co, Ltd. Anderson Mori & Tomotsune acted as legal advisor and Daiwa Securities Co. Ltd. acted as financial advisor to Toin Corporation. Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd completed the acquisition of Toin Corporation (TSE:7923) from a group of shareholders on February 16, 2026. As per the transaction, Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd acquired 92.13% stake in Toin Corporation and will acquired remaining shares via squeeze-out procedures.お知らせ • Dec 16Oji Holdings Corporation (TSE:3861) announces an Equity Buyback for 82,000,000 shares, representing 9.03% for ¥50,000 million.Oji Holdings Corporation (TSE:3861) announces a share repurchase program. Under the program, the company will repurchase up to 82,000,000 shares, representing 9.03% of its issued share capital, for ¥50,000 million. The purpose of the program is shareholder returns and to improve capital efficiency. The program is valid till December 16, 2026. As of December 12, 2025, the company had 907,960,601 shares (excluding treasury stock) and 106,421,216 shares in treasury.お知らせ • Dec 03Oji Holdings Corporation to Report Q3, 2026 Results on Feb 06, 2026Oji Holdings Corporation announced that they will report Q3, 2026 results on Feb 06, 2026お知らせ • Oct 30Oji Holdings Corporation Revises Consolidated Earnings Guidance for the End of Second Quarter Ended September 30, 2025Oji Holdings Corporation revised consolidated earnings guidance for the end of second quarter ended September 30, 2025. For the period, the company expects net sales to be JPY 915,000 million, operating income to be JPY 16,700 million, profit attributable to owners of parent to be JPY 10,900 million and profit JPY 11.83 per share against net sales to be JPY 930,000 million, operating income to be JPY 21,000 million, profit attributable to owners of parent to be JPY 15,000 million and profit 16.04 per share. Reasons for Revision: For the second quarter of the year ending March 2026, while domestic business generally performed in line with financial forecasts, overseas business saw a decrease in profits due to a decline in market conditions for pulp and other products. As a result, operating profit is expected to fall below the previous financial forecast. Furthermore, ordinary profit and profit attributable to owners of parent are also expected to fall below the previous financial forecast due to the decline in operating profit and other factors. The full-year consolidated financial forecast for the year ending March 2026 is currently under review. It is scheduled to be announced simultaneously with the financial results for the second quarter of the year ending March 2026, which are scheduled for release on November 7, 2025.お知らせ • Sep 10Oji Holdings Corporation to Report Q2, 2026 Results on Nov 07, 2025Oji Holdings Corporation announced that they will report Q2, 2026 results on Nov 07, 2025お知らせ • Sep 06Oji Holdings Corporation (TSE:3861) agreed to acquire AustroCel Hallein GmbH from TowerBrook Capital Partners L.P.Oji Holdings Corporation (TSE:3861) agreed to acquire AustroCel Hallein GmbH from TowerBrook Capital Partners L.P. on September 4, 2025. The transaction is subject to approval by regulatory board / committee. Michelle Tong, Christian Iwasko and Oliver Currall of Fried, Frank, Harris, Shriver & Jacobson LLP acted as legal advisor for TowerBrook Capital Partners L.P. Nomura Securities International, Inc. acted as financial advisor for TowerBrook Capital Partners L.P. Nishimura & Asahi acted as legal advisor for Oji Holdings Corporation. Barclays Securities Japan Limited acted as financial advisor for Oji Holdings Corporation. CMS Legal Services EEIG acted as legal advisor for TowerBrook Capital Partners L.P.お知らせ • Jun 29Oji Holdings Corporation to Report Q1, 2026 Results on Aug 04, 2025Oji Holdings Corporation announced that they will report Q1, 2026 results on Aug 04, 2025お知らせ • May 13+ 3 more updatesOji Holdings Corporation, Annual General Meeting, Jun 27, 2025Oji Holdings Corporation, Annual General Meeting, Jun 27, 2025.お知らせ • Mar 12Oji Holdings Corporation (TSE:3861) acquired an unknown minority stake in Chemfield Cellulose Private Limited.Oji Holdings Corporation (TSE:3861) acquired an unknown minority stake in Chemfield Cellulose Private Limited on March 10, 2025. Oji Holdings Corporation (TSE:3861) completed the acquisition of an unknown minority stake in Chemfield Cellulose Private Limited on March 10, 2025.お知らせ • Mar 08Oji Holdings Corporation to Report Fiscal Year 2025 Results on May 13, 2025Oji Holdings Corporation announced that they will report fiscal year 2025 results on May 13, 2025お知らせ • Feb 26Oji Holdings Corporation Announces Board and Executive ChangesOji Holdings Corporation announced that a meeting of the Board of Directors, held on February 26, 2025, adopted a resolution for the following change of Representative Directors, based on a report of the Nomination Committee. Reason for Change: Due to a change in management structure. Name: Kazuhiko Kamada. New Position: Representative Director of the Board; Executive Vice President. Current Position: Director of the Board; Senior Executive Officer. Name: Fumio Shindo. New Position: Director of the Board. Current Position: Representative Director of the Board; Executive Vice President. Scheduled Appointment Date: April 1, 2025. Name: Kazuhiko Kamada. Date of Birth: February 7, 1960. Place of Birth: Tokyo, Japan. Final Academic Background: March 1983 Bachelor of Economics, Keio University. Brief Company History, Positions and Responsibilities: May 2013 -Joined the Company January 2015-Corporate Officer, the Company. June 2015- Director of the Board and Executive Officer, the Company. April 2022- Director of the Board and Senior Executive Officer, the Company.お知らせ • Dec 12Oji Holdings Corporation (TSE:3861) announces an Equity Buyback for 100,000,000 shares, representing 10.14% for ¥50,000 million.Oji Holdings Corporation (TSE:3861) announces a share repurchase program. Under the program, the company will repurchase up to 100,000,000 shares, representing 10.14% of its issued share capital, for ¥50,000 million. The purpose of the program is shareholder returns and to improve capital efficiency. The program is valid till December 12, 2025. As of November 30, 2024 , the company had 986,405,576 shares (excluding treasury stock) and 27,976,241 shares in treasury.お知らせ • Dec 11Oji Holdings Corporation to Report Q3, 2025 Results on Feb 10, 2025Oji Holdings Corporation announced that they will report Q3, 2025 results on Feb 10, 2025Buy Or Sell Opportunity • Nov 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to €3.26. The fair value is estimated to be €4.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥6.61 (vs JP¥14.17 in 2Q 2024)Second quarter 2025 results: EPS: JP¥6.61 (down from JP¥14.17 in 2Q 2024). Revenue: JP¥484.8b (up 14% from 2Q 2024). Net income: JP¥6.51b (down 54% from 2Q 2024). Profit margin: 1.3% (down from 3.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has fallen by 25% 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.お知らせ • Nov 07Oji Holdings Corporation Revises Consolidated Earnings Guidance for the Year Ending March 31, 2025Oji Holdings Corporation revised consolidated Earnings Guidance for the Year Ending March 31, 2025. For the period, the company now expects net sales of JPY 1,877,000 million, operating profit of JPY 70,000 million, profit attributable to owners of parent JPY 57,000 million and basic earnings per share of JPY 57.89 against previous guidance of net sales of JPY 1,950.0 billion, operating profit of JPY 95.0 billion, profit attributable to owners of parent JPY 75.0 billion and basic earnings per share of JPY 76.17.Upcoming Dividend • Sep 20Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.5%).お知らせ • Sep 20Oji Holdings Corporation to Report Q2, 2025 Results on Nov 07, 2024Oji Holdings Corporation announced that they will report Q2, 2025 results on Nov 07, 2024Reported Earnings • Aug 04First quarter 2025 earnings released: EPS: JP¥18.00 (vs JP¥17.76 in 1Q 2024)First quarter 2025 results: EPS: JP¥18.00 (up from JP¥17.76 in 1Q 2024). Revenue: JP¥438.1b (up 4.2% from 1Q 2024). Net income: JP¥17.7b (flat on 1Q 2024). Profit margin: 4.0% (down from 4.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Declared Dividend • Jul 11Final dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 348%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 9.1% 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 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 06Oji Holdings Corporation to Report Q1, 2025 Results on Aug 02, 2024Oji Holdings Corporation announced that they will report Q1, 2025 results on Aug 02, 2024Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥51.31 (vs JP¥57.00 in FY 2023)Full year 2024 results: EPS: JP¥51.31 (down from JP¥57.00 in FY 2023). Revenue: JP¥1.70t (flat on FY 2023). Net income: JP¥50.8b (down 10.0% from FY 2023). Profit margin: 3.0% (down from 3.3% in FY 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 10% per year.お知らせ • May 16Oji Holdings Corporation, Annual General Meeting, Jun 27, 2024Oji Holdings Corporation, Annual General Meeting, Jun 27, 2024.お知らせ • May 15+ 2 more updatesOji Holdings Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Payable on June 5, 2024Oji Holdings Corporation announced dividend of JPY 8.00 per share for the fiscal year ended March 31, 2024 against JPY 8.00 per share paid a year ago. Start of dividend payout is June 5, 2024.お知らせ • Apr 17Oji Holdings Corporation (TSE:3861) completed the acquisition of Walki Group Oy from OEP Capital Advisors, L.P.Oji Holdings Corporation (TSE:3861) entered into a definitive agreement to acquire Walki Group Oy from OEP Capital Advisors, L.P. on October 23, 2023.Oji Holdings Corporation (TSE:3861) completed the acquisition of Walki Group Oy from OEP Capital Advisors, L.P. on April 16, 2023.Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.5%).お知らせ • Mar 10Oji Holdings Corporation to Report Fiscal Year 2024 Results on May 14, 2024Oji Holdings Corporation announced that they will report fiscal year 2024 results on May 14, 2024お知らせ • Feb 26Oji Holdings Corporation (TSE:3861) announces an Equity Buyback for 11,000,000 shares, representing 1.11% for ¥7,400 million.Oji Holdings Corporation (TSE:3861) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 1.11% of its issued share capital, for ¥ 7,400 million. The repurchase price will be ¥ 551.6 per share. The purpose of the program is shareholder returns and to improve capital efficiency. As of December 31, 2023, the company had 991,268,562 shares (excluding treasury stock) and 23,113,255 shares in treasury.Reported Earnings • Feb 06Third quarter 2024 earnings released: EPS: JP¥10.78 (vs JP¥1.19 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.78 (up from JP¥1.19 in 3Q 2023). Revenue: JP¥445.3b (down 3.0% from 3Q 2023). Net income: JP¥10.7b (up JP¥9.51b from 3Q 2023). Profit margin: 2.4% (up from 0.3% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.お知らせ • Dec 06Oji Holdings Corporation to Report Q3, 2024 Results on Feb 05, 2024Oji Holdings Corporation announced that they will report Q3, 2024 results on Feb 05, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥14.17 (vs JP¥14.78 in 2Q 2023)Second quarter 2024 results: EPS: JP¥14.17 (down from JP¥14.78 in 2Q 2023). Revenue: JP¥426.8b (down 2.6% from 2Q 2023). Net income: JP¥14.0b (down 4.1% from 2Q 2023). Profit margin: 3.3% (in line with 2Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Nov 07+ 1 more updateOji Holdings Corporation Provides Consolidated Earnings Forecasts for the Year Ending March 2024Oji Holdings Corporation provided consolidated earnings forecasts for the year ending March 2024. For the period, the company expected Net sales of JPY 1,760,000 million, Operating profit of JPY 82,000 million, Profit attributable to owners of parent of JPY 57,000 million and Profit per share of JPY 57.51.お知らせ • Oct 25Oji Holdings Corporation entered into a definitive agreement to acquire Walki Holding Oy from OEP Capital Advisors, L.P.Oji Holdings Corporation entered into a definitive agreement to acquire Walki Holding Oy from OEP Capital Advisors, L.P. on October 24, 2023.お知らせ • Oct 24Oji Holdings Corporation (TSE:3861) entered into a definitive agreement to acquire Walki Group Oy from OEP Capital Advisors, L.P.Oji Holdings Corporation (TSE:3861) entered into a definitive agreement to acquire Walki Group Oy from OEP Capital Advisors, L.P. on October 23, 2023.Upcoming Dividend • Sep 21Upcoming dividend of JP¥8.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.4%).お知らせ • Sep 07Oji Holdings Corporation to Report Q2, 2024 Results on Nov 07, 2023Oji Holdings Corporation announced that they will report Q2, 2024 results on Nov 07, 2023お知らせ • Aug 09+ 1 more updateOji Holdings Corporation Provides Dividend Guidance for the End of Second Quarter and Full Year of Fiscal Year Ending March 31, 2024Oji Holdings Corporation provided dividend guidance for the end of second quarter and full year of fiscal year ending March 31, 2024. For the period, the company expects to pay a dividend of JPY 8.00 per share. For the year, the company expects to pay a dividend of JPY 8.00 per share.Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥17.76 (vs JP¥23.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.76 (down from JP¥23.51 in 1Q 2023). Revenue: JP¥420.3b (up 5.3% from 1Q 2023). Net income: JP¥17.6b (down 24% from 1Q 2023). Profit margin: 4.2% (down from 5.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Jun 09Oji Holdings Corporation to Report Q1, 2024 Results on Aug 07, 2023Oji Holdings Corporation announced that they will report Q1, 2024 results on Aug 07, 2023Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥57.00 (vs JP¥88.35 in FY 2022)Full year 2023 results: EPS: JP¥57.00 (down from JP¥88.35 in FY 2022). Revenue: JP¥1.71t (up 16% from FY 2022). Net income: JP¥56.5b (down 36% from FY 2022). Profit margin: 3.3% (down from 6.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 16% 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 • May 12+ 3 more updatesOji Holdings Corporation, Annual General Meeting, Jun 29, 2023Oji Holdings Corporation, Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 07 June 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.4%).Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥1.19 (vs JP¥21.26 in 3Q 2022)Third quarter 2023 results: EPS: JP¥1.19 (down from JP¥21.26 in 3Q 2022). Revenue: JP¥459.2b (up 22% from 3Q 2022). Net income: JP¥1.18b (down 94% from 3Q 2022). Profit margin: 0.3% (down from 5.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 19% 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 updateOji Holdings Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Oji Holdings Corporation provided dividend guidance for the fiscal year ending March 31, 2023. For the full year, the company expects dividend of JPY 8.00 per share against JPY 7.00 per share paid for the same period a year ago.お知らせ • Dec 08Oji Holdings Corporation to Report Q3, 2023 Results on Feb 03, 2023Oji Holdings Corporation announced that they will report Q3, 2023 results on Feb 03, 2023Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Hiromichi Ogawa was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥14.78 (vs JP¥25.21 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.78 (down from JP¥25.21 in 2Q 2022). Revenue: JP¥438.3b (up 20% from 2Q 2022). Net income: JP¥14.6b (down 41% from 2Q 2022). Profit margin: 3.3% (down from 6.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. 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 11% per year, which means it is significantly lagging earnings.お知らせ • Nov 09+ 1 more updateOji Holdings Corporation Announces Dividend for the Second Quarter-End of Fiscal Year Ending March 31, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Oji Holdings Corporation announced dividend for the second quarter-end of fiscal year ending March 31, 2023. For the second quarter-end, the company announced dividend of JPY 8.00 per share against JPY 7.00 per share paid for the same period a year ago.For the full year, the company expects dividend of JPY 8.00 per share against JPY 7.00 per share paid for the same period a year ago.Upcoming Dividend • Sep 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.1%).お知らせ • Sep 07Oji Holdings Corporation to Report Q2, 2023 Results on Nov 08, 2022Oji Holdings Corporation announced that they will report Q2, 2023 results on Nov 08, 2022Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥23.51 (vs JP¥20.81 in 1Q 2022)First quarter 2023 results: EPS: JP¥23.51 (up from JP¥20.81 in 1Q 2022). Revenue: JP¥399.2b (up 17% from 1Q 2022). Net income: JP¥23.3b (up 13% from 1Q 2022). Profit margin: 5.8% (down from 6.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.6%, compared to a 5.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% 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 • Aug 02+ 1 more updateOji Holdings Corporation Announces Guidance for Dividend for the Second Quarter and Fiscal Year Ended 2022Oji Holdings Corporation announced guidance for dividend for the second quarter and fiscal year ended 2022. For the period, the company expects declared a dividend of ¥8.00 per share.For the year ending 2022, the company expects a dividend of ¥8.00 per share.お知らせ • Jun 29Oji Holdings Corporation Announces Change in Special CommitteeOji Holdings Corporation announced change in special committee. the company appoints Hiromichi Ogawa as Outside Director on June 29, 2022 and Toshihisa Takata resigned form committee as Outside Director. Hiromichi Ogawa Date of birth is November 18, 1958. April 1981; Joined Mitsubishi Corporation. June 1998; Director, Nichiryo Baking Co., LTD. April 2004; Senior Vice President, Lawson Inc. September 2004 Executive Managing Officer, Lawson Inc. November 2005 Unit Manager of Lawson Business, Mitsubishi Corporation. April 2006; Unit Manager of Retail Business, Mitsubishi Corporation. April 2014; Senior Vice President and General Manager of Life Industry Group CEO Office, Mitsubishi Corporation. April 2017; Advisor, Itoham Yonekyu Holdings Inc. June 2017; Director Chairman of the Board, Itoham Yonekyu Holdings Inc. June 2022; Outside Director, Oji Holdings (to the present). Term of Office is Until the conclusion of the Ordinary General Meeting of Shareholders to be held in June 2023. Members of the Special Committee are Michihiro Nara, Toshihisa Takata and oriko Sekiguchi.お知らせ • Jun 10Oji Holdings Corporation to Report Q1, 2023 Results on Aug 02, 2022Oji Holdings Corporation announced that they will report Q1, 2023 results on Aug 02, 2022Reported Earnings • May 19Full year 2022 earnings released: EPS: JP¥88.35 (vs JP¥50.13 in FY 2021)Full year 2022 results: EPS: JP¥88.35 (up from JP¥50.13 in FY 2021). Revenue: JP¥1.47t (up 8.2% from FY 2021). Net income: JP¥87.5b (up 76% from FY 2021). Profit margin: 6.0% (up from 3.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.2%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • May 13+ 2 more updatesOji Holdings Corporation, Annual General Meeting, Jun 29, 2022Oji Holdings Corporation, Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less 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, 3 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Seiko Nagai was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 07Oji Holdings Corporation to Report Fiscal Year 2022 Results on May 13, 2022Oji Holdings Corporation announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 07 June 2022. Payout ratio is a comfortable 7.7% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (3.3%).お知らせ • Mar 01+ 1 more updateOji Holdings Corporation Announces Change of Representative DirectorsOji Holdings Corporation announced that Masatoshi Kaku has been appointed as Chairman of the Board, Hiroyuki Isono has been appointed as Representative Director of the Board, and President and Susumu Yajima has been appointed as Director of the Board, effective April 1, 2022.Reported Earnings • Feb 06Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥21.26 (up from JP¥16.01 in 3Q 2021). Revenue: JP¥377.1b (up 7.3% from 3Q 2021). Net income: JP¥21.1b (up 33% from 3Q 2021). Profit margin: 5.6% (up from 4.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.6%, compared to a 4.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS JP¥25.21 (vs JP¥8.22 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥365.8b (up 11% from 2Q 2021). Net income: JP¥25.0b (up 207% from 2Q 2021). Profit margin: 6.8% (up from 2.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.9%).Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥20.81 (vs JP¥2.17 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥342.7b (up 6.5% from 1Q 2021). Net income: JP¥20.6b (up JP¥18.5b from 1Q 2021). Profit margin: 6.0% (up from 0.7% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥50.13 (vs JP¥58.78 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥1.36t (down 9.9% from FY 2020). Net income: JP¥49.6b (down 15% from FY 2020). Profit margin: 3.7% (down from 3.9% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.お知らせ • May 13+ 1 more updateOji Holdings Corporation Announces Dividend for the Fiscal Year Ended March 31, 2021, Payable on June 7, 2021; Provides Dividend Guidance for the Second Quarter and Full Year Ending March 31, 2022Oji Holdings Corporation announced dividend for the fiscal year ended March 31, 2021 of JPY 7.00 per share compared to JPY 7.00 per share paid a year ago. Start of dividend payout is June 7, 2021. The company provided dividend guidance for the second quarter and full year of fiscal year ending March 31, 2022. For the quarter, the company expects to pay dividend of JPY 7.00 per share. For the full year, the company expects to pay dividend of JPY 7.00 per share.お知らせ • Apr 20Oji Holdings Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2021Oji Holdings Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2021. For the year, the company expects net sales of JPY 1,350,000 million against previous forecast of JPY 1,350,000 million. Operating profit of JPY 84,000 million against previous forecast of JPY 70,000 million. Profit attributable to owners of parent of JPY 48,000 million against previous forecast of JPY 35,000 million. Profit per share of JPY 48.47 against previous forecast of JPY 35.35.Upcoming Dividend • Mar 24Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 11 June 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.7%).Is New 90 Day High Low • Feb 18New 90-day high: €5.75The company is up 45% from its price of €3.96 on 19 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.12 per share.Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥16.01 (vs JP¥18.73 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥351.3b (down 6.1% from 3Q 2020). Net income: JP¥15.9b (down 14% from 3Q 2020). Profit margin: 4.5% (down from 5.0% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 1.5% while theForestry industry in Germany is not expected to grow.Is New 90 Day High Low • Jan 16New 90-day high: €5.25The company is up 43% from its price of €3.68 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.00 per share.Is New 90 Day High Low • Dec 30New 90-day high: €4.82The company is up 27% from its price of €3.80 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.88 per share.Is New 90 Day High Low • Dec 09New 90-day high: €4.32The company is up 11% from its price of €3.88 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.19 per share.Valuation Update With 7 Day Price Move • Dec 09Market bids up stock over the past weekAfter last week's 16% share price gain to JP¥4.32, the stock is trading at a trailing P/E ratio of 13.3x, up from the previous P/E ratio of 11.5x. This compares to an average P/E of 13x in the Forestry industry in Europe. Total return to shareholders over the past three years is a loss of 9.9%.Is New 90 Day High Low • Nov 19New 90-day high: €4.14The company is up 15% from its price of €3.60 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.51 per share.株主還元OJIDE ForestryDE 市場7D3.7%0.08%2.0%1Y2.3%-10.8%1.2%株主還元を見る業界別リターン: OJI過去 1 年間で-10.8 % の収益を上げたGerman Forestry業界を上回りました。リターン対市場: OJIは、過去 1 年間で1.2 % のリターンをもたらしたGermanマーケットと一致しました。価格変動Is OJI's price volatile compared to industry and market?OJI volatilityOJI Average Weekly Movement2.9%Forestry Industry Average Movement3.8%Market Average Movement5.5%10% most volatile stocks in DE Market12.6%10% least volatile stocks in DE Market2.8%安定した株価: OJI 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: OJIの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト187338,757Hiroyuki Isonowww.ojiholdings.co.jp王子ホールディングス株式会社は子会社とともに、日本および海外で紙・パルプ事業を営んでいる。事業セグメントは4つ：家庭・産業資材事業、機能資材事業、資源・環境事業、印刷情報メディア事業の4つのセグメントで構成されている。家庭・産業資材事業では、段ボール原紙、段ボールケース、段ボール箱、包装用紙、紙袋、家庭紙、白板紙、カップ原紙、ストロー原紙、紙おむつを提供している。また、ティッシュペーパー、トイレットロール、キッチンタオル、ウェットティッシュ、フェイスマスクなども提供している。機能材料事業では、特殊紙、感熱紙、粘着製品、フィルムを提供している。資源・環境事業」は、パルプ、エネルギー、植林、木材加工、植林・木材加工サービスを提供している。印刷情報メディア事業は、新聞用紙、印刷、出版、情報用紙サービスを提供している。また、不動産事業、エンジニアリング事業、貿易事業、ロジスティクス事業等も手掛け、ホテルの運営、木材チップや食品容器の提供も行っている。前身は王子製紙株式会社で、2012年10月に王子ホールディングス株式会社に社名変更した。王子ホールディングスは1873年に設立され、東京に本社を置く。もっと見るOji Holdings Corporation 基礎のまとめOji Holdings の収益と売上を時価総額と比較するとどうか。OJI 基礎統計学時価総額€3.81b収益（TTM）€300.41m売上高(TTM)€10.06b12.7xPER（株価収益率0.4xP/SレシオOJI は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計OJI 損益計算書（TTM）収益JP¥1.86t売上原価JP¥1.54t売上総利益JP¥323.46bその他の費用JP¥267.88b収益JP¥55.58b直近の収益報告Mar 31, 2026次回決算日Aug 05, 2026一株当たり利益（EPS）65.45グロス・マージン17.37%純利益率2.99%有利子負債／自己資本比率84.1%OJI の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.3%現在の配当利回り59%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/07 04:12終値2026/07/07 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Oji Holdings 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。15 アナリスト機関Kyoji ChibaBofA Global ResearchShigeki KousakaCitigroup IncJeremie CapronCLSA12 その他のアナリストを表示
Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Hiroji Adachi was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Atsuko Muraki was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 20Oji Holdings Corporation to Report Q1, 2027 Results on Aug 05, 2026Oji Holdings Corporation announced that they will report Q1, 2027 results on Aug 05, 2026
お知らせ • May 15Oji Holdings Corporation, Annual General Meeting, Jun 26, 2026Oji Holdings Corporation, Annual General Meeting, Jun 26, 2026.
お知らせ • Apr 06Oji Holdings Corporation to Report Q4, 2026 Results on May 15, 2026Oji Holdings Corporation announced that they will report Q4, 2026 results on May 15, 2026
お知らせ • Feb 18Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd completed the acquisition of Toin Corporation (TSE:7923) from a group of shareholders.Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd made an offer to acquire Toin Corporation (TSE:7923) from a group of shareholders for ¥6 billion on March 21, 2025. A cash consideration valued at ¥1187 per share will be paid by Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd. The transaction is expected to close on February 16, 2026. Nomura Securities Co., Ltd. acted as financial advisor and Mori Hamada & Matsumoto LPC acted as legal advisor to Corporate Support Research Institute Co, Ltd. Anderson Mori & Tomotsune acted as legal advisor and Daiwa Securities Co. Ltd. acted as financial advisor to Toin Corporation. Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd completed the acquisition of Toin Corporation (TSE:7923) from a group of shareholders on February 16, 2026. As per the transaction, Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd acquired 92.13% stake in Toin Corporation and will acquired remaining shares via squeeze-out procedures.
Board Change • Jul 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Hiroji Adachi was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • May 21Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Atsuko Muraki was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 20Oji Holdings Corporation to Report Q1, 2027 Results on Aug 05, 2026Oji Holdings Corporation announced that they will report Q1, 2027 results on Aug 05, 2026
お知らせ • May 15Oji Holdings Corporation, Annual General Meeting, Jun 26, 2026Oji Holdings Corporation, Annual General Meeting, Jun 26, 2026.
お知らせ • Apr 06Oji Holdings Corporation to Report Q4, 2026 Results on May 15, 2026Oji Holdings Corporation announced that they will report Q4, 2026 results on May 15, 2026
お知らせ • Feb 18Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd completed the acquisition of Toin Corporation (TSE:7923) from a group of shareholders.Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd made an offer to acquire Toin Corporation (TSE:7923) from a group of shareholders for ¥6 billion on March 21, 2025. A cash consideration valued at ¥1187 per share will be paid by Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd. The transaction is expected to close on February 16, 2026. Nomura Securities Co., Ltd. acted as financial advisor and Mori Hamada & Matsumoto LPC acted as legal advisor to Corporate Support Research Institute Co, Ltd. Anderson Mori & Tomotsune acted as legal advisor and Daiwa Securities Co. Ltd. acted as financial advisor to Toin Corporation. Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd completed the acquisition of Toin Corporation (TSE:7923) from a group of shareholders on February 16, 2026. As per the transaction, Corporate Support Research Institute Fund No.1 managed by Corporate Support Research Institute Co, Ltd acquired 92.13% stake in Toin Corporation and will acquired remaining shares via squeeze-out procedures.
お知らせ • Dec 16Oji Holdings Corporation (TSE:3861) announces an Equity Buyback for 82,000,000 shares, representing 9.03% for ¥50,000 million.Oji Holdings Corporation (TSE:3861) announces a share repurchase program. Under the program, the company will repurchase up to 82,000,000 shares, representing 9.03% of its issued share capital, for ¥50,000 million. The purpose of the program is shareholder returns and to improve capital efficiency. The program is valid till December 16, 2026. As of December 12, 2025, the company had 907,960,601 shares (excluding treasury stock) and 106,421,216 shares in treasury.
お知らせ • Dec 03Oji Holdings Corporation to Report Q3, 2026 Results on Feb 06, 2026Oji Holdings Corporation announced that they will report Q3, 2026 results on Feb 06, 2026
お知らせ • Oct 30Oji Holdings Corporation Revises Consolidated Earnings Guidance for the End of Second Quarter Ended September 30, 2025Oji Holdings Corporation revised consolidated earnings guidance for the end of second quarter ended September 30, 2025. For the period, the company expects net sales to be JPY 915,000 million, operating income to be JPY 16,700 million, profit attributable to owners of parent to be JPY 10,900 million and profit JPY 11.83 per share against net sales to be JPY 930,000 million, operating income to be JPY 21,000 million, profit attributable to owners of parent to be JPY 15,000 million and profit 16.04 per share. Reasons for Revision: For the second quarter of the year ending March 2026, while domestic business generally performed in line with financial forecasts, overseas business saw a decrease in profits due to a decline in market conditions for pulp and other products. As a result, operating profit is expected to fall below the previous financial forecast. Furthermore, ordinary profit and profit attributable to owners of parent are also expected to fall below the previous financial forecast due to the decline in operating profit and other factors. The full-year consolidated financial forecast for the year ending March 2026 is currently under review. It is scheduled to be announced simultaneously with the financial results for the second quarter of the year ending March 2026, which are scheduled for release on November 7, 2025.
お知らせ • Sep 10Oji Holdings Corporation to Report Q2, 2026 Results on Nov 07, 2025Oji Holdings Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
お知らせ • Sep 06Oji Holdings Corporation (TSE:3861) agreed to acquire AustroCel Hallein GmbH from TowerBrook Capital Partners L.P.Oji Holdings Corporation (TSE:3861) agreed to acquire AustroCel Hallein GmbH from TowerBrook Capital Partners L.P. on September 4, 2025. The transaction is subject to approval by regulatory board / committee. Michelle Tong, Christian Iwasko and Oliver Currall of Fried, Frank, Harris, Shriver & Jacobson LLP acted as legal advisor for TowerBrook Capital Partners L.P. Nomura Securities International, Inc. acted as financial advisor for TowerBrook Capital Partners L.P. Nishimura & Asahi acted as legal advisor for Oji Holdings Corporation. Barclays Securities Japan Limited acted as financial advisor for Oji Holdings Corporation. CMS Legal Services EEIG acted as legal advisor for TowerBrook Capital Partners L.P.
お知らせ • Jun 29Oji Holdings Corporation to Report Q1, 2026 Results on Aug 04, 2025Oji Holdings Corporation announced that they will report Q1, 2026 results on Aug 04, 2025
お知らせ • May 13+ 3 more updatesOji Holdings Corporation, Annual General Meeting, Jun 27, 2025Oji Holdings Corporation, Annual General Meeting, Jun 27, 2025.
お知らせ • Mar 12Oji Holdings Corporation (TSE:3861) acquired an unknown minority stake in Chemfield Cellulose Private Limited.Oji Holdings Corporation (TSE:3861) acquired an unknown minority stake in Chemfield Cellulose Private Limited on March 10, 2025. Oji Holdings Corporation (TSE:3861) completed the acquisition of an unknown minority stake in Chemfield Cellulose Private Limited on March 10, 2025.
お知らせ • Mar 08Oji Holdings Corporation to Report Fiscal Year 2025 Results on May 13, 2025Oji Holdings Corporation announced that they will report fiscal year 2025 results on May 13, 2025
お知らせ • Feb 26Oji Holdings Corporation Announces Board and Executive ChangesOji Holdings Corporation announced that a meeting of the Board of Directors, held on February 26, 2025, adopted a resolution for the following change of Representative Directors, based on a report of the Nomination Committee. Reason for Change: Due to a change in management structure. Name: Kazuhiko Kamada. New Position: Representative Director of the Board; Executive Vice President. Current Position: Director of the Board; Senior Executive Officer. Name: Fumio Shindo. New Position: Director of the Board. Current Position: Representative Director of the Board; Executive Vice President. Scheduled Appointment Date: April 1, 2025. Name: Kazuhiko Kamada. Date of Birth: February 7, 1960. Place of Birth: Tokyo, Japan. Final Academic Background: March 1983 Bachelor of Economics, Keio University. Brief Company History, Positions and Responsibilities: May 2013 -Joined the Company January 2015-Corporate Officer, the Company. June 2015- Director of the Board and Executive Officer, the Company. April 2022- Director of the Board and Senior Executive Officer, the Company.
お知らせ • Dec 12Oji Holdings Corporation (TSE:3861) announces an Equity Buyback for 100,000,000 shares, representing 10.14% for ¥50,000 million.Oji Holdings Corporation (TSE:3861) announces a share repurchase program. Under the program, the company will repurchase up to 100,000,000 shares, representing 10.14% of its issued share capital, for ¥50,000 million. The purpose of the program is shareholder returns and to improve capital efficiency. The program is valid till December 12, 2025. As of November 30, 2024 , the company had 986,405,576 shares (excluding treasury stock) and 27,976,241 shares in treasury.
お知らせ • Dec 11Oji Holdings Corporation to Report Q3, 2025 Results on Feb 10, 2025Oji Holdings Corporation announced that they will report Q3, 2025 results on Feb 10, 2025
Buy Or Sell Opportunity • Nov 14Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.3% to €3.26. The fair value is estimated to be €4.10, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.0% over the last 3 years. Earnings per share has declined by 25%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥6.61 (vs JP¥14.17 in 2Q 2024)Second quarter 2025 results: EPS: JP¥6.61 (down from JP¥14.17 in 2Q 2024). Revenue: JP¥484.8b (up 14% from 2Q 2024). Net income: JP¥6.51b (down 54% from 2Q 2024). Profit margin: 1.3% (down from 3.3% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has fallen by 25% 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.
お知らせ • Nov 07Oji Holdings Corporation Revises Consolidated Earnings Guidance for the Year Ending March 31, 2025Oji Holdings Corporation revised consolidated Earnings Guidance for the Year Ending March 31, 2025. For the period, the company now expects net sales of JPY 1,877,000 million, operating profit of JPY 70,000 million, profit attributable to owners of parent JPY 57,000 million and basic earnings per share of JPY 57.89 against previous guidance of net sales of JPY 1,950.0 billion, operating profit of JPY 95.0 billion, profit attributable to owners of parent JPY 75.0 billion and basic earnings per share of JPY 76.17.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥12.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 4.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.5%).
お知らせ • Sep 20Oji Holdings Corporation to Report Q2, 2025 Results on Nov 07, 2024Oji Holdings Corporation announced that they will report Q2, 2025 results on Nov 07, 2024
Reported Earnings • Aug 04First quarter 2025 earnings released: EPS: JP¥18.00 (vs JP¥17.76 in 1Q 2024)First quarter 2025 results: EPS: JP¥18.00 (up from JP¥17.76 in 1Q 2024). Revenue: JP¥438.1b (up 4.2% from 1Q 2024). Net income: JP¥17.7b (flat on 1Q 2024). Profit margin: 4.0% (down from 4.2% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jul 11Final dividend of JP¥12.00 announcedShareholders will receive a dividend of JP¥12.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 348%, which is higher than the industry average of 3.7%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 9.1% 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 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 06Oji Holdings Corporation to Report Q1, 2025 Results on Aug 02, 2024Oji Holdings Corporation announced that they will report Q1, 2025 results on Aug 02, 2024
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥51.31 (vs JP¥57.00 in FY 2023)Full year 2024 results: EPS: JP¥51.31 (down from JP¥57.00 in FY 2023). Revenue: JP¥1.70t (flat on FY 2023). Net income: JP¥50.8b (down 10.0% from FY 2023). Profit margin: 3.0% (down from 3.3% in FY 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 10% per year.
お知らせ • May 16Oji Holdings Corporation, Annual General Meeting, Jun 27, 2024Oji Holdings Corporation, Annual General Meeting, Jun 27, 2024.
お知らせ • May 15+ 2 more updatesOji Holdings Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Payable on June 5, 2024Oji Holdings Corporation announced dividend of JPY 8.00 per share for the fiscal year ended March 31, 2024 against JPY 8.00 per share paid a year ago. Start of dividend payout is June 5, 2024.
お知らせ • Apr 17Oji Holdings Corporation (TSE:3861) completed the acquisition of Walki Group Oy from OEP Capital Advisors, L.P.Oji Holdings Corporation (TSE:3861) entered into a definitive agreement to acquire Walki Group Oy from OEP Capital Advisors, L.P. on October 23, 2023.Oji Holdings Corporation (TSE:3861) completed the acquisition of Walki Group Oy from OEP Capital Advisors, L.P. on April 16, 2023.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.5%).
お知らせ • Mar 10Oji Holdings Corporation to Report Fiscal Year 2024 Results on May 14, 2024Oji Holdings Corporation announced that they will report fiscal year 2024 results on May 14, 2024
お知らせ • Feb 26Oji Holdings Corporation (TSE:3861) announces an Equity Buyback for 11,000,000 shares, representing 1.11% for ¥7,400 million.Oji Holdings Corporation (TSE:3861) announces a share repurchase program. Under the program, the company will repurchase up to 11,000,000 shares, representing 1.11% of its issued share capital, for ¥ 7,400 million. The repurchase price will be ¥ 551.6 per share. The purpose of the program is shareholder returns and to improve capital efficiency. As of December 31, 2023, the company had 991,268,562 shares (excluding treasury stock) and 23,113,255 shares in treasury.
Reported Earnings • Feb 06Third quarter 2024 earnings released: EPS: JP¥10.78 (vs JP¥1.19 in 3Q 2023)Third quarter 2024 results: EPS: JP¥10.78 (up from JP¥1.19 in 3Q 2023). Revenue: JP¥445.3b (down 3.0% from 3Q 2023). Net income: JP¥10.7b (up JP¥9.51b from 3Q 2023). Profit margin: 2.4% (up from 0.3% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has fallen by 12% per year, which means it is performing significantly worse than earnings.
お知らせ • Dec 06Oji Holdings Corporation to Report Q3, 2024 Results on Feb 05, 2024Oji Holdings Corporation announced that they will report Q3, 2024 results on Feb 05, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥14.17 (vs JP¥14.78 in 2Q 2023)Second quarter 2024 results: EPS: JP¥14.17 (down from JP¥14.78 in 2Q 2023). Revenue: JP¥426.8b (down 2.6% from 2Q 2023). Net income: JP¥14.0b (down 4.1% from 2Q 2023). Profit margin: 3.3% (in line with 2Q 2023). Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Forestry industry in Europe. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Nov 07+ 1 more updateOji Holdings Corporation Provides Consolidated Earnings Forecasts for the Year Ending March 2024Oji Holdings Corporation provided consolidated earnings forecasts for the year ending March 2024. For the period, the company expected Net sales of JPY 1,760,000 million, Operating profit of JPY 82,000 million, Profit attributable to owners of parent of JPY 57,000 million and Profit per share of JPY 57.51.
お知らせ • Oct 25Oji Holdings Corporation entered into a definitive agreement to acquire Walki Holding Oy from OEP Capital Advisors, L.P.Oji Holdings Corporation entered into a definitive agreement to acquire Walki Holding Oy from OEP Capital Advisors, L.P. on October 24, 2023.
お知らせ • Oct 24Oji Holdings Corporation (TSE:3861) entered into a definitive agreement to acquire Walki Group Oy from OEP Capital Advisors, L.P.Oji Holdings Corporation (TSE:3861) entered into a definitive agreement to acquire Walki Group Oy from OEP Capital Advisors, L.P. on October 23, 2023.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥8.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.4%).
お知らせ • Sep 07Oji Holdings Corporation to Report Q2, 2024 Results on Nov 07, 2023Oji Holdings Corporation announced that they will report Q2, 2024 results on Nov 07, 2023
お知らせ • Aug 09+ 1 more updateOji Holdings Corporation Provides Dividend Guidance for the End of Second Quarter and Full Year of Fiscal Year Ending March 31, 2024Oji Holdings Corporation provided dividend guidance for the end of second quarter and full year of fiscal year ending March 31, 2024. For the period, the company expects to pay a dividend of JPY 8.00 per share. For the year, the company expects to pay a dividend of JPY 8.00 per share.
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥17.76 (vs JP¥23.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥17.76 (down from JP¥23.51 in 1Q 2023). Revenue: JP¥420.3b (up 5.3% from 1Q 2023). Net income: JP¥17.6b (down 24% from 1Q 2023). Profit margin: 4.2% (down from 5.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Jun 09Oji Holdings Corporation to Report Q1, 2024 Results on Aug 07, 2023Oji Holdings Corporation announced that they will report Q1, 2024 results on Aug 07, 2023
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥57.00 (vs JP¥88.35 in FY 2022)Full year 2023 results: EPS: JP¥57.00 (down from JP¥88.35 in FY 2022). Revenue: JP¥1.71t (up 16% from FY 2022). Net income: JP¥56.5b (down 36% from FY 2022). Profit margin: 3.3% (down from 6.0% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 16% 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 • May 12+ 3 more updatesOji Holdings Corporation, Annual General Meeting, Jun 29, 2023Oji Holdings Corporation, Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥8.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 07 June 2023. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.4%).
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥1.19 (vs JP¥21.26 in 3Q 2022)Third quarter 2023 results: EPS: JP¥1.19 (down from JP¥21.26 in 3Q 2022). Revenue: JP¥459.2b (up 22% from 3Q 2022). Net income: JP¥1.18b (down 94% from 3Q 2022). Profit margin: 0.3% (down from 5.6% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 19% 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 updateOji Holdings Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Oji Holdings Corporation provided dividend guidance for the fiscal year ending March 31, 2023. For the full year, the company expects dividend of JPY 8.00 per share against JPY 7.00 per share paid for the same period a year ago.
お知らせ • Dec 08Oji Holdings Corporation to Report Q3, 2023 Results on Feb 03, 2023Oji Holdings Corporation announced that they will report Q3, 2023 results on Feb 03, 2023
Board Change • Nov 16Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Hiromichi Ogawa was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥14.78 (vs JP¥25.21 in 2Q 2022)Second quarter 2023 results: EPS: JP¥14.78 (down from JP¥25.21 in 2Q 2022). Revenue: JP¥438.3b (up 20% from 2Q 2022). Net income: JP¥14.6b (down 41% from 2Q 2022). Profit margin: 3.3% (down from 6.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, while revenues in the Forestry industry in Europe are expected to remain flat. 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 11% per year, which means it is significantly lagging earnings.
お知らせ • Nov 09+ 1 more updateOji Holdings Corporation Announces Dividend for the Second Quarter-End of Fiscal Year Ending March 31, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Oji Holdings Corporation announced dividend for the second quarter-end of fiscal year ending March 31, 2023. For the second quarter-end, the company announced dividend of JPY 8.00 per share against JPY 7.00 per share paid for the same period a year ago.For the full year, the company expects dividend of JPY 8.00 per share against JPY 7.00 per share paid for the same period a year ago.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.1%).
お知らせ • Sep 07Oji Holdings Corporation to Report Q2, 2023 Results on Nov 08, 2022Oji Holdings Corporation announced that they will report Q2, 2023 results on Nov 08, 2022
Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥23.51 (vs JP¥20.81 in 1Q 2022)First quarter 2023 results: EPS: JP¥23.51 (up from JP¥20.81 in 1Q 2022). Revenue: JP¥399.2b (up 17% from 1Q 2022). Net income: JP¥23.3b (up 13% from 1Q 2022). Profit margin: 5.8% (down from 6.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 7.6%, compared to a 5.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% 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 • Aug 02+ 1 more updateOji Holdings Corporation Announces Guidance for Dividend for the Second Quarter and Fiscal Year Ended 2022Oji Holdings Corporation announced guidance for dividend for the second quarter and fiscal year ended 2022. For the period, the company expects declared a dividend of ¥8.00 per share.For the year ending 2022, the company expects a dividend of ¥8.00 per share.
お知らせ • Jun 29Oji Holdings Corporation Announces Change in Special CommitteeOji Holdings Corporation announced change in special committee. the company appoints Hiromichi Ogawa as Outside Director on June 29, 2022 and Toshihisa Takata resigned form committee as Outside Director. Hiromichi Ogawa Date of birth is November 18, 1958. April 1981; Joined Mitsubishi Corporation. June 1998; Director, Nichiryo Baking Co., LTD. April 2004; Senior Vice President, Lawson Inc. September 2004 Executive Managing Officer, Lawson Inc. November 2005 Unit Manager of Lawson Business, Mitsubishi Corporation. April 2006; Unit Manager of Retail Business, Mitsubishi Corporation. April 2014; Senior Vice President and General Manager of Life Industry Group CEO Office, Mitsubishi Corporation. April 2017; Advisor, Itoham Yonekyu Holdings Inc. June 2017; Director Chairman of the Board, Itoham Yonekyu Holdings Inc. June 2022; Outside Director, Oji Holdings (to the present). Term of Office is Until the conclusion of the Ordinary General Meeting of Shareholders to be held in June 2023. Members of the Special Committee are Michihiro Nara, Toshihisa Takata and oriko Sekiguchi.
お知らせ • Jun 10Oji Holdings Corporation to Report Q1, 2023 Results on Aug 02, 2022Oji Holdings Corporation announced that they will report Q1, 2023 results on Aug 02, 2022
Reported Earnings • May 19Full year 2022 earnings released: EPS: JP¥88.35 (vs JP¥50.13 in FY 2021)Full year 2022 results: EPS: JP¥88.35 (up from JP¥50.13 in FY 2021). Revenue: JP¥1.47t (up 8.2% from FY 2021). Net income: JP¥87.5b (up 76% from FY 2021). Profit margin: 6.0% (up from 3.7% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 2.2%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • May 13+ 2 more updatesOji Holdings Corporation, Annual General Meeting, Jun 29, 2022Oji Holdings Corporation, Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less 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, 3 were independent directors. The company's board is composed of: 4 independent directors. 8 non-independent directors. Independent Outside Director Seiko Nagai was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 07Oji Holdings Corporation to Report Fiscal Year 2022 Results on May 13, 2022Oji Holdings Corporation announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 07 June 2022. Payout ratio is a comfortable 7.7% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (3.3%).
お知らせ • Mar 01+ 1 more updateOji Holdings Corporation Announces Change of Representative DirectorsOji Holdings Corporation announced that Masatoshi Kaku has been appointed as Chairman of the Board, Hiroyuki Isono has been appointed as Representative Director of the Board, and President and Susumu Yajima has been appointed as Director of the Board, effective April 1, 2022.
Reported Earnings • Feb 06Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥21.26 (up from JP¥16.01 in 3Q 2021). Revenue: JP¥377.1b (up 7.3% from 3Q 2021). Net income: JP¥21.1b (up 33% from 3Q 2021). Profit margin: 5.6% (up from 4.5% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 2.6%, compared to a 4.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS JP¥25.21 (vs JP¥8.22 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥365.8b (up 11% from 2Q 2021). Net income: JP¥25.0b (up 207% from 2Q 2021). Profit margin: 6.8% (up from 2.5% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.9%).
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥20.81 (vs JP¥2.17 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥342.7b (up 6.5% from 1Q 2021). Net income: JP¥20.6b (up JP¥18.5b from 1Q 2021). Profit margin: 6.0% (up from 0.7% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥50.13 (vs JP¥58.78 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥1.36t (down 9.9% from FY 2020). Net income: JP¥49.6b (down 15% from FY 2020). Profit margin: 3.7% (down from 3.9% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.
お知らせ • May 13+ 1 more updateOji Holdings Corporation Announces Dividend for the Fiscal Year Ended March 31, 2021, Payable on June 7, 2021; Provides Dividend Guidance for the Second Quarter and Full Year Ending March 31, 2022Oji Holdings Corporation announced dividend for the fiscal year ended March 31, 2021 of JPY 7.00 per share compared to JPY 7.00 per share paid a year ago. Start of dividend payout is June 7, 2021. The company provided dividend guidance for the second quarter and full year of fiscal year ending March 31, 2022. For the quarter, the company expects to pay dividend of JPY 7.00 per share. For the full year, the company expects to pay dividend of JPY 7.00 per share.
お知らせ • Apr 20Oji Holdings Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2021Oji Holdings Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2021. For the year, the company expects net sales of JPY 1,350,000 million against previous forecast of JPY 1,350,000 million. Operating profit of JPY 84,000 million against previous forecast of JPY 70,000 million. Profit attributable to owners of parent of JPY 48,000 million against previous forecast of JPY 35,000 million. Profit per share of JPY 48.47 against previous forecast of JPY 35.35.
Upcoming Dividend • Mar 24Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 11 June 2021. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (2.7%).
Is New 90 Day High Low • Feb 18New 90-day high: €5.75The company is up 45% from its price of €3.96 on 19 November 2020. The German market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.12 per share.
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥16.01 (vs JP¥18.73 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥351.3b (down 6.1% from 3Q 2020). Net income: JP¥15.9b (down 14% from 3Q 2020). Profit margin: 4.5% (down from 5.0% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 2% per year and the company’s share price has also increased by 2% per year.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 1.5% while theForestry industry in Germany is not expected to grow.
Is New 90 Day High Low • Jan 16New 90-day high: €5.25The company is up 43% from its price of €3.68 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €4.00 per share.
Is New 90 Day High Low • Dec 30New 90-day high: €4.82The company is up 27% from its price of €3.80 on 01 October 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.88 per share.
Is New 90 Day High Low • Dec 09New 90-day high: €4.32The company is up 11% from its price of €3.88 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.19 per share.
Valuation Update With 7 Day Price Move • Dec 09Market bids up stock over the past weekAfter last week's 16% share price gain to JP¥4.32, the stock is trading at a trailing P/E ratio of 13.3x, up from the previous P/E ratio of 11.5x. This compares to an average P/E of 13x in the Forestry industry in Europe. Total return to shareholders over the past three years is a loss of 9.9%.
Is New 90 Day High Low • Nov 19New 90-day high: €4.14The company is up 15% from its price of €3.60 on 20 August 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Forestry industry, which is up 14% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €3.51 per share.
