View Future GrowthSumitomo Osaka Cement 過去の業績過去 基準チェック /56Sumitomo Osaka Cementは、平均年間6.1%の収益成長を遂げていますが、 Basic Materials業界の収益は、年間 成長しています。収益は、平均年間0.9% 1.2%収益成長率で 成長しています。 Sumitomo Osaka Cementの自己資本利益率は5.7%であり、純利益率は5%です。主要情報6.13%収益成長率10.47%EPS成長率Basic Materials 業界の成長8.23%収益成長率1.17%株主資本利益率5.75%ネット・マージン5.01%前回の決算情報31 Mar 2026最近の業績更新お知らせ • May 09Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026お知らせ • Dec 27Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026お知らせ • Sep 10Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025お知らせ • Jul 02Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025お知らせ • Mar 05Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025お知らせ • Dec 05Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025すべての更新を表示Recent updatesBoard Change • May 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Outside Independent Director Tatsuya Inagawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 13Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 25, 2026Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 09Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026お知らせ • Jan 28Sumitomo Osaka Cement Co., Ltd. Announces to Discontinue Operations of the Power PlantSumitomo Osaka Cement Co., Ltd. announced with respect to the Ako Power Plant, the facility has been operated as a coal-fired power plant and has primarily supplied electricity to the Company's cement plants. However, after careful consideration of the planned commencement of an emissions trading scheme (GX-ETS), the Company resolved at the Board of Directors' meeting held on January 27, 2026 to discontinue operations of the power plant by the end of March 2026. As a result, the Company will record an extraordinary loss of ¥2,905 million as an impairment loss on non-current assets related to the power plant.お知らせ • Dec 27Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026お知らせ • Sep 10Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025お知らせ • Jul 02Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025お知らせ • May 16Sumitomo Osaka Cement Co., Ltd. Announces Dividend for the Fiscal Year March 31, 2025, Payable on June 27, 2025; Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March, 31 2026Sumitomo Osaka Cement Co., Ltd. announced a dividend of JPY 60.00 per share for the Fiscal Year March 31, 2025 as compared to JPY 60.00 per share paid a year ago. Scheduled date to commence dividend payments is June 27, 2025. The company provided dividend guidance for the second quarter and fiscal Year Ending March, 31 2026. For the second quarter, the company expects to pay a dividend of JPY 60.00 per share as compared to JPY 60.00 per share paid a year ago. For the fiscal Year Ending March, 31 2026, the company expects to pay a dividend of JPY 60.00 per share as compared to JPY 60.00 per share paid a year ago.お知らせ • May 14Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces an Equity Buyback for 1,500,000 shares, representing 4.54% for ¥5,000 million.Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 4.54% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to return profits to shareholders by improving capital efficiency. The program will continue through September 30, 2025. As of March 31, 2025, the company had 33,063,062 issued shares (excluding treasury stock) and 173,955 treasury shares.お知らせ • May 13+ 1 more updateSumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2025Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2025.お知らせ • Mar 05Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025お知らせ • Dec 05Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥7.74 (vs JP¥20.29 in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.74 (down from JP¥20.29 in 2Q 2024). Revenue: JP¥55.4b (down 2.9% from 2Q 2024). Net income: JP¥257.0m (down 63% from 2Q 2024). Profit margin: 0.5% (down from 1.2% in 2Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €18.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Basic Materials industry in Europe. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.97 per share.Upcoming Dividend • Sep 20Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.2%).お知らせ • Aug 28Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥20.17 (vs JP¥151 in 1Q 2024)First quarter 2025 results: EPS: JP¥20.17 (down from JP¥151 in 1Q 2024). Revenue: JP¥53.2b (flat on 1Q 2024). Net income: JP¥686.0m (down 87% from 1Q 2024). Profit margin: 1.3% (down from 9.8% in 1Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Declared Dividend • Jul 11Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 272%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (27% 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. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 29Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥448 (vs JP¥167 loss in FY 2023)Full year 2024 results: EPS: JP¥448 (up from JP¥167 loss in FY 2023). Revenue: JP¥222.5b (up 8.7% from FY 2023). Net income: JP¥15.3b (up JP¥21.1b from FY 2023). Profit margin: 6.9% (up from net loss in FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • May 16Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2024Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2024.お知らせ • May 15Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces an Equity Buyback for 1,500,000 shares, representing 4.37% for ¥5,000 million.Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 4.37% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to return profits to shareholders by improving capital efficiency. The program will continue through August 30, 2024. As of March 31, 2024, the company had 34,287,766 issued shares (excluding treasury stock) and 41,751 treasury shares.お知らせ • Apr 03Sumitomo Osaka Cement Co., Ltd.(TSE:5232) dropped from Nikkei 225 IndexSumitomo Osaka Cement Co., Ltd. has been removed from Nikkei 225 Index.お知らせ • Mar 28Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (3.3%).Buy Or Sell Opportunity • Feb 14Now 21% undervaluedOver the last 90 days, the stock has risen 4.7% to €22.20. The fair value is estimated to be €27.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥138 (vs JP¥35.17 in 3Q 2023)Third quarter 2024 results: EPS: JP¥138 (up from JP¥35.17 in 3Q 2023). Revenue: JP¥57.7b (up 5.2% from 3Q 2023). Net income: JP¥4.73b (up 292% from 3Q 2023). Profit margin: 8.2% (up from 2.2% in 3Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Dec 24Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥20.29 (vs JP¥52.60 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.29 (up from JP¥52.60 loss in 2Q 2023). Revenue: JP¥57.0b (up 14% from 2Q 2023). Net income: JP¥695.0m (up JP¥2.50b from 2Q 2023). Profit margin: 1.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.お知らせ • Sep 29Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥60.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (3.4%).Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥151 (vs JP¥32.19 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥151 (up from JP¥32.19 loss in 1Q 2023). Revenue: JP¥52.8b (up 16% from 1Q 2023). Net income: JP¥5.18b (up JP¥6.29b from 1Q 2023). Profit margin: 9.8% (up from net loss in 1Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.お知らせ • Aug 03Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023Buying Opportunity • Jul 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.2%. The fair value is estimated to be €29.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • May 14Full year 2023 earnings released: JP¥167 loss per share (vs JP¥263 profit in FY 2022)Full year 2023 results: JP¥167 loss per share (down from JP¥263 profit in FY 2022). Revenue: JP¥204.7b (up 11% from FY 2022). Net loss: JP¥5.72b (down 159% from profit in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 53% 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.お知らせ • May 13Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2023Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.5%).Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥35.17 (vs JP¥60.77 in 3Q 2022)Third quarter 2023 results: EPS: JP¥35.17 (down from JP¥60.77 in 3Q 2022). Revenue: JP¥54.8b (up 14% from 3Q 2022). Net income: JP¥1.21b (down 46% from 3Q 2022). Profit margin: 2.2% (down from 4.7% in 3Q 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Jan 14Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Outside Independent Director Tatsuya Inagawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Oct 02Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2023 Results on Nov 09, 2022Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 75% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.4%).Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥32.19 loss per share (vs JP¥73.83 profit in 1Q 2022)First quarter 2023 results: JP¥32.19 loss per share (down from JP¥73.83 profit in 1Q 2022). Revenue: JP¥45.5b (up 3.9% from 1Q 2022). Net loss: JP¥1.11b (down 140% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 11%, compared to a 4.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.お知らせ • Jul 01Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥263 (vs JP¥305 in FY 2021)Full year 2022 results: EPS: JP¥263 (down from JP¥305 in FY 2021). Revenue: JP¥184.2b (down 23% from FY 2021). Net income: JP¥9.67b (down 18% from FY 2021). Profit margin: 5.3% (up from 4.9% in FY 2021). Over the next year, revenue is forecast to grow 8.5%, 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 12% 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 • May 14Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2022Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Outside Independent Director Tatsuya Inagawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to €27.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.55 per share.お知らせ • Apr 08Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (3.6%). In line with average of industry peers (3.7%).Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥60.77 (down from JP¥94.59 in 3Q 2021). Revenue: JP¥47.9b (down 25% from 3Q 2021). Net income: JP¥2.25b (down 38% from 3Q 2021). Profit margin: 4.7% (down from 5.7% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.9%. Over the next year, revenue is expected to shrink by 3.9% compared to a 9.8% growth forecast for the industry in Germany. 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 11% per year, which means it is significantly lagging earnings.お知らせ • Nov 27Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces an Equity Buyback for 3,500,000 shares, representing 9.41% for ¥10,000 million.Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 9.41% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to return profits to shareholders by improving capital efficiency. The program will continue through June 30, 2022. As of September 30, 2021, the company had 37,200,767 issued shares (excluding treasury stock) and 42,450 treasury shares.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥88.31 (vs JP¥66.98 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥45.3b (down 24% from 2Q 2021). Net income: JP¥3.29b (up 27% from 2Q 2021). Profit margin: 7.2% (up from 4.3% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.0%).Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥73.83 (vs JP¥49.73 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥43.8b (down 16% from 1Q 2021). Net income: JP¥2.76b (up 44% from 1Q 2021). Profit margin: 6.3% (up from 3.7% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥305 (vs JP¥283 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥239.3b (down 2.4% from FY 2020). Net income: JP¥11.7b (up 7.3% from FY 2020). Profit margin: 4.9% (up from 4.5% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.9%).Is New 90 Day High Low • Feb 15New 90-day high: €28.60The company is up 6.0% from its price of €27.00 on 17 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.82 per share.Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥94.60 (vs JP¥82.07 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥63.6b (up 2.4% from 3Q 2020). Net income: JP¥3.65b (up 15% from 3Q 2020). Profit margin: 5.7% (up from 5.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 7% per year.Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to stay flat compared to a 3.9% growth forecast for the Basic Materials industry in Germany.お知らせ • Jan 12Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021Is New 90 Day High Low • Dec 22New 90-day low: €22.80The company is down 21% from its price of €29.00 on 23 September 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.03 per share.Is New 90 Day High Low • Nov 28New 90-day low: €25.40The company is down 6.0% from its price of €27.00 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €38.49 per share.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥66.98The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥59.8b (down 1.9% from 2Q 2020). Net income: JP¥2.58b (up 5.4% from 2Q 2020). Profit margin: 4.3% (up from 4.0% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 9% per year.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to stay flat compared to a 2.4% growth forecast for the Basic Materials industry in Germany.Is New 90 Day High Low • Oct 21New 90-day low: €26.20The company is down 12% from its price of €29.80 on 22 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.49 per share.お知らせ • Oct 08Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2021 Results on Nov 10, 2020Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020収支内訳Sumitomo Osaka Cement の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:SU2 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 26223,68611,21443,003031 Dec 25217,6448,58342,221030 Sep 25216,62413,65537,5183,55230 Jun 25218,04511,33240,898031 Mar 25219,4659,00837,1733,55231 Dec 24221,19011,41037,0563,52330 Sep 24221,32910,40436,5323,52330 Jun 24222,96110,84235,9973,52331 Mar 24222,50215,33935,3633,52331 Dec 23221,6856,59035,0683,09230 Sep 23218,8183,06934,6533,09230 Jun 23211,97157134,5843,09231 Mar 23204,705-5,71934,3273,09231 Dec 22197,720-32334,1113,05230 Sep 22190,78872233,6033,05230 Jun 22185,9305,81032,8963,05231 Mar 22184,2099,67432,1653,05231 Dec 21200,54011,86231,7883,18430 Sep 21216,24913,26031,6233,18430 Jun 21230,70812,55831,5333,18431 Mar 21239,27411,71931,2293,18431 Dec 20238,93611,35131,4833,08730 Sep 20237,44110,86831,6573,08730 Jun 20238,58310,73531,9203,08731 Mar 20245,15910,92232,4523,08731 Dec 19244,82210,52232,2773,23330 Sep 19249,9879,99532,7123,23330 Jun 19249,7897,74632,6383,23331 Mar 19251,0617,79932,8933,23331 Dec 18251,9939,03133,1372,97630 Sep 18248,24210,27033,1152,97630 Jun 18247,67314,06233,0332,97631 Mar 18244,82614,65932,6882,97631 Dec 17243,93013,94832,6742,96930 Sep 17241,12114,95232,3922,96930 Jun 17238,42415,93732,9172,96931 Mar 17234,06216,21032,7502,96931 Dec 16229,72216,45732,5043,06030 Sep 16228,97516,45032,3053,06030 Jun 16230,40115,95632,2393,06031 Mar 16234,19216,11032,0433,06031 Dec 15238,04616,91532,0773,06430 Sep 15238,69616,85532,1173,06430 Jun 15237,74914,15131,8353,064質の高い収益: SU2は 高品質の収益 を持っています。利益率の向上: SU2の現在の純利益率 (5%)は、昨年(4.1%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: SU2の収益は過去 5 年間で年間6.1%増加しました。成長の加速: SU2の過去 1 年間の収益成長率 ( 24.5% ) は、5 年間の平均 ( 年間6.1%を上回っています。収益対業界: SU2の過去 1 年間の収益成長率 ( 24.5% ) はBasic Materials業界-2.2%を上回りました。株主資本利益率高いROE: SU2の 自己資本利益率 ( 5.7% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/31 00:51終値2026/05/29 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Sumitomo Osaka Cement Co., Ltd. 6 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。14 アナリスト機関Kyoji ChibaBofA Global ResearchTatsuro OchiCitigroup IncMasao YoshidaCLSA11 その他のアナリストを表示
お知らせ • May 09Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
お知らせ • Dec 27Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
お知らせ • Sep 10Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
お知らせ • Jul 02Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025
お知らせ • Mar 05Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
お知らせ • Dec 05Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025
Board Change • May 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Outside Independent Director Tatsuya Inagawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 13Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 25, 2026Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 09Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
お知らせ • Jan 28Sumitomo Osaka Cement Co., Ltd. Announces to Discontinue Operations of the Power PlantSumitomo Osaka Cement Co., Ltd. announced with respect to the Ako Power Plant, the facility has been operated as a coal-fired power plant and has primarily supplied electricity to the Company's cement plants. However, after careful consideration of the planned commencement of an emissions trading scheme (GX-ETS), the Company resolved at the Board of Directors' meeting held on January 27, 2026 to discontinue operations of the power plant by the end of March 2026. As a result, the Company will record an extraordinary loss of ¥2,905 million as an impairment loss on non-current assets related to the power plant.
お知らせ • Dec 27Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
お知らせ • Sep 10Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
お知らせ • Jul 02Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025
お知らせ • May 16Sumitomo Osaka Cement Co., Ltd. Announces Dividend for the Fiscal Year March 31, 2025, Payable on June 27, 2025; Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March, 31 2026Sumitomo Osaka Cement Co., Ltd. announced a dividend of JPY 60.00 per share for the Fiscal Year March 31, 2025 as compared to JPY 60.00 per share paid a year ago. Scheduled date to commence dividend payments is June 27, 2025. The company provided dividend guidance for the second quarter and fiscal Year Ending March, 31 2026. For the second quarter, the company expects to pay a dividend of JPY 60.00 per share as compared to JPY 60.00 per share paid a year ago. For the fiscal Year Ending March, 31 2026, the company expects to pay a dividend of JPY 60.00 per share as compared to JPY 60.00 per share paid a year ago.
お知らせ • May 14Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces an Equity Buyback for 1,500,000 shares, representing 4.54% for ¥5,000 million.Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 4.54% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to return profits to shareholders by improving capital efficiency. The program will continue through September 30, 2025. As of March 31, 2025, the company had 33,063,062 issued shares (excluding treasury stock) and 173,955 treasury shares.
お知らせ • May 13+ 1 more updateSumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2025Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2025.
お知らせ • Mar 05Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
お知らせ • Dec 05Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025
Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥7.74 (vs JP¥20.29 in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.74 (down from JP¥20.29 in 2Q 2024). Revenue: JP¥55.4b (down 2.9% from 2Q 2024). Net income: JP¥257.0m (down 63% from 2Q 2024). Profit margin: 0.5% (down from 1.2% in 2Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €18.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Basic Materials industry in Europe. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.97 per share.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.2%).
お知らせ • Aug 28Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥20.17 (vs JP¥151 in 1Q 2024)First quarter 2025 results: EPS: JP¥20.17 (down from JP¥151 in 1Q 2024). Revenue: JP¥53.2b (flat on 1Q 2024). Net income: JP¥686.0m (down 87% from 1Q 2024). Profit margin: 1.3% (down from 9.8% in 1Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jul 11Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 272%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (27% 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. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 29Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥448 (vs JP¥167 loss in FY 2023)Full year 2024 results: EPS: JP¥448 (up from JP¥167 loss in FY 2023). Revenue: JP¥222.5b (up 8.7% from FY 2023). Net income: JP¥15.3b (up JP¥21.1b from FY 2023). Profit margin: 6.9% (up from net loss in FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • May 16Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2024Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2024.
お知らせ • May 15Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces an Equity Buyback for 1,500,000 shares, representing 4.37% for ¥5,000 million.Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 4.37% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to return profits to shareholders by improving capital efficiency. The program will continue through August 30, 2024. As of March 31, 2024, the company had 34,287,766 issued shares (excluding treasury stock) and 41,751 treasury shares.
お知らせ • Apr 03Sumitomo Osaka Cement Co., Ltd.(TSE:5232) dropped from Nikkei 225 IndexSumitomo Osaka Cement Co., Ltd. has been removed from Nikkei 225 Index.
お知らせ • Mar 28Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (3.3%).
Buy Or Sell Opportunity • Feb 14Now 21% undervaluedOver the last 90 days, the stock has risen 4.7% to €22.20. The fair value is estimated to be €27.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥138 (vs JP¥35.17 in 3Q 2023)Third quarter 2024 results: EPS: JP¥138 (up from JP¥35.17 in 3Q 2023). Revenue: JP¥57.7b (up 5.2% from 3Q 2023). Net income: JP¥4.73b (up 292% from 3Q 2023). Profit margin: 8.2% (up from 2.2% in 3Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 24Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥20.29 (vs JP¥52.60 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.29 (up from JP¥52.60 loss in 2Q 2023). Revenue: JP¥57.0b (up 14% from 2Q 2023). Net income: JP¥695.0m (up JP¥2.50b from 2Q 2023). Profit margin: 1.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
お知らせ • Sep 29Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥60.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (3.4%).
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥151 (vs JP¥32.19 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥151 (up from JP¥32.19 loss in 1Q 2023). Revenue: JP¥52.8b (up 16% from 1Q 2023). Net income: JP¥5.18b (up JP¥6.29b from 1Q 2023). Profit margin: 9.8% (up from net loss in 1Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 03Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
Buying Opportunity • Jul 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.2%. The fair value is estimated to be €29.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • May 14Full year 2023 earnings released: JP¥167 loss per share (vs JP¥263 profit in FY 2022)Full year 2023 results: JP¥167 loss per share (down from JP¥263 profit in FY 2022). Revenue: JP¥204.7b (up 11% from FY 2022). Net loss: JP¥5.72b (down 159% from profit in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 53% 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.
お知らせ • May 13Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2023Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.5%).
Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥35.17 (vs JP¥60.77 in 3Q 2022)Third quarter 2023 results: EPS: JP¥35.17 (down from JP¥60.77 in 3Q 2022). Revenue: JP¥54.8b (up 14% from 3Q 2022). Net income: JP¥1.21b (down 46% from 3Q 2022). Profit margin: 2.2% (down from 4.7% in 3Q 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 14Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Outside Independent Director Tatsuya Inagawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Oct 02Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2023 Results on Nov 09, 2022Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 75% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.4%).
Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥32.19 loss per share (vs JP¥73.83 profit in 1Q 2022)First quarter 2023 results: JP¥32.19 loss per share (down from JP¥73.83 profit in 1Q 2022). Revenue: JP¥45.5b (up 3.9% from 1Q 2022). Net loss: JP¥1.11b (down 140% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 11%, compared to a 4.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
お知らせ • Jul 01Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022
Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥263 (vs JP¥305 in FY 2021)Full year 2022 results: EPS: JP¥263 (down from JP¥305 in FY 2021). Revenue: JP¥184.2b (down 23% from FY 2021). Net income: JP¥9.67b (down 18% from FY 2021). Profit margin: 5.3% (up from 4.9% in FY 2021). Over the next year, revenue is forecast to grow 8.5%, 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 12% 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 • May 14Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2022Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Outside Independent Director Tatsuya Inagawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to €27.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.55 per share.
お知らせ • Apr 08Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (3.6%). In line with average of industry peers (3.7%).
Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥60.77 (down from JP¥94.59 in 3Q 2021). Revenue: JP¥47.9b (down 25% from 3Q 2021). Net income: JP¥2.25b (down 38% from 3Q 2021). Profit margin: 4.7% (down from 5.7% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.9%. Over the next year, revenue is expected to shrink by 3.9% compared to a 9.8% growth forecast for the industry in Germany. 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 11% per year, which means it is significantly lagging earnings.
お知らせ • Nov 27Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces an Equity Buyback for 3,500,000 shares, representing 9.41% for ¥10,000 million.Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 9.41% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to return profits to shareholders by improving capital efficiency. The program will continue through June 30, 2022. As of September 30, 2021, the company had 37,200,767 issued shares (excluding treasury stock) and 42,450 treasury shares.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥88.31 (vs JP¥66.98 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥45.3b (down 24% from 2Q 2021). Net income: JP¥3.29b (up 27% from 2Q 2021). Profit margin: 7.2% (up from 4.3% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.0%).
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥73.83 (vs JP¥49.73 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥43.8b (down 16% from 1Q 2021). Net income: JP¥2.76b (up 44% from 1Q 2021). Profit margin: 6.3% (up from 3.7% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥305 (vs JP¥283 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥239.3b (down 2.4% from FY 2020). Net income: JP¥11.7b (up 7.3% from FY 2020). Profit margin: 4.9% (up from 4.5% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.9%).
Is New 90 Day High Low • Feb 15New 90-day high: €28.60The company is up 6.0% from its price of €27.00 on 17 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.82 per share.
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥94.60 (vs JP¥82.07 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥63.6b (up 2.4% from 3Q 2020). Net income: JP¥3.65b (up 15% from 3Q 2020). Profit margin: 5.7% (up from 5.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 7% per year.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to stay flat compared to a 3.9% growth forecast for the Basic Materials industry in Germany.
お知らせ • Jan 12Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021
Is New 90 Day High Low • Dec 22New 90-day low: €22.80The company is down 21% from its price of €29.00 on 23 September 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.03 per share.
Is New 90 Day High Low • Nov 28New 90-day low: €25.40The company is down 6.0% from its price of €27.00 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €38.49 per share.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥66.98The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥59.8b (down 1.9% from 2Q 2020). Net income: JP¥2.58b (up 5.4% from 2Q 2020). Profit margin: 4.3% (up from 4.0% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 9% per year.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to stay flat compared to a 2.4% growth forecast for the Basic Materials industry in Germany.
Is New 90 Day High Low • Oct 21New 90-day low: €26.20The company is down 12% from its price of €29.80 on 22 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.49 per share.
お知らせ • Oct 08Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2021 Results on Nov 10, 2020Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020