View Future GrowthUBE 過去の業績過去 基準チェック /26UBEの収益は年間平均-16.1%の割合で減少していますが、 Chemicals業界の収益は年間 減少しています。収益は年間4.4% 7.9%割合で 減少しています。 UBEの自己資本利益率は5.3%であり、純利益率は5.2%です。主要情報-16.14%収益成長率-15.33%EPS成長率Chemicals 業界の成長12.41%収益成長率-7.93%株主資本利益率5.30%ネット・マージン5.16%次回の業績アップデート07 Aug 2026最近の業績更新お知らせ • Mar 26+ 3 more updatesUBE Corporation to Report Q1, 2027 Results on Aug 07, 2026UBE Corporation announced that they will report Q1, 2027 results on Aug 07, 2026お知らせ • Mar 28+ 2 more updatesUBE Corporation to Report Q3, 2026 Results on Feb 04, 2026UBE Corporation announced that they will report Q3, 2026 results on Feb 04, 2026お知らせ • Mar 01UBE Corporation to Report Fiscal Year 2025 Results on May 12, 2025UBE Corporation announced that they will report fiscal year 2025 results on May 12, 2025Reported Earnings • Nov 10Second quarter 2025 earnings released: JP¥46.20 loss per share (vs JP¥55.26 profit in 2Q 2024)Second quarter 2025 results: JP¥46.20 loss per share (down from JP¥55.26 profit in 2Q 2024). Revenue: JP¥127.7b (up 17% from 2Q 2024). Net loss: JP¥4.49b (down 184% from profit in 2Q 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 06First quarter 2025 earnings released: EPS: JP¥49.49 (vs JP¥37.67 in 1Q 2024)First quarter 2025 results: EPS: JP¥49.49 (up from JP¥37.67 in 1Q 2024). Revenue: JP¥115.4b (up 5.6% from 1Q 2024). Net income: JP¥4.80b (up 31% from 1Q 2024). Profit margin: 4.2% (up from 3.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. 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 7% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥299 (vs JP¥72.25 loss in FY 2023)Full year 2024 results: EPS: JP¥299 (up from JP¥72.25 loss in FY 2023). Revenue: JP¥468.2b (down 5.4% from FY 2023). Net income: JP¥29.0b (up JP¥36.0b from FY 2023). Profit margin: 6.2% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has remained flat, which means it is well ahead of earnings.すべての更新を表示Recent updatesお知らせ • May 13UBE Corporation, Annual General Meeting, Jun 25, 2026UBE Corporation, Annual General Meeting, Jun 25, 2026.お知らせ • Mar 26+ 3 more updatesUBE Corporation to Report Q1, 2027 Results on Aug 07, 2026UBE Corporation announced that they will report Q1, 2027 results on Aug 07, 2026お知らせ • Jan 16UBE Corporation Announces Restructuring of Domestic Production System in Cement-Related BusinessUBE Cement Corporation announced that, at the Board of Directors meeting, MUCC resolved to cease cement production at Kyushu Plant Kanda District 2 by around the end of March 2027 and to transform the district into a recycling promotion base specializing in various types of waste treatment, as described below. The business environment for the cement industry continues to face pressures from declining domestic demand and reduced profitability in export markets. Against this backdrop, MUCC is advancing initiatives to strengthen profitability and improve asset efficiency, aiming to achieve sustainable growth and enhance corporate value over the medium to long term. Meanwhile, as MUCC seeks to achieve carbon neutrality by 2050, a key effort is to improve its thermal energy substitution rate. In particular, MUCC considers it essential to expand the volume of waste treatment for thermal recycling at the Kyushu Plant, which has one of the leading cement production capacities in Japan, and to achieve a thermal energy substitution rate of 50% or more for MUCC as a whole. Under these circumstances, in order to establish an optimal operation system and strengthen the competitiveness of its cement business, MUCC will cease cement production at Kyushu Plant Kanda District 2 by around the end of March 2027 and consolidate operations at Kyushu Plant Kanda District 1, thereby improving the efficiency of production facilities across the entire Kyushu Plant. In addition, to maximize the use of its technologies and further improve the waste treatment substitution rate, MUCC will develop Kyushu Plant Kanda District 2 as a recycling promotion base, utilizing existing facilities for crushing and packing waste plastics and removing chlorine and foreign materials. MUCC will steadily execute these measures to further enhance corporate value and help build a sustainable society.お知らせ • May 12+ 2 more updatesUBE Corporation, Annual General Meeting, Jun 26, 2025UBE Corporation, Annual General Meeting, Jun 26, 2025.お知らせ • Apr 02UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025. Nomura Holding America, Inc. acted as financial advisor to UBE Corporation. Matthias Töke, Katharina Spenner LL.M., Joachim Fröhlich LL.M., Katharina Weiner, Daniel Bork, Christoph Becker, Ariane Schaaf, Simone (Bach) Rieken LL.M., Johannes M. Baumann, LL.M., Christian Atzler, Christian Vocke, Richard Raoul Stefanink, Patrick H. Wilkening, Markus Hecht, Christian Reichel and Nicolas Kredel LL.M. of Baker & Mckenzie Partnerschaft Von Rechtsanwälten Wirtschaftsprüfern,Steuerberatern Und Solicitors acted as legal advisor to UBE Corporation. Masahiro Inaba, Byron Frost and Tetsuo Tsujimoto of Baker & McKenzie (Gaikokuho Joint Enterprise) acted as legal advisor to UBE Corporation. UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million on April 1, 2025. All relevant antitrust authorities had granted the necessary approvals for the transactionお知らせ • Mar 28+ 2 more updatesUBE Corporation to Report Q3, 2026 Results on Feb 04, 2026UBE Corporation announced that they will report Q3, 2026 results on Feb 04, 2026お知らせ • Mar 01UBE Corporation to Report Fiscal Year 2025 Results on May 12, 2025UBE Corporation announced that they will report fiscal year 2025 results on May 12, 2025お知らせ • Feb 19+ 1 more updateUbe Corporation Announces CEO Changes, Effective from April 1, 2025UBE Corporation announced that its Board of Directors resolved on February 19, 2025, to make the following changes to directors. Masato Izumihara, Current Position: President and Representative Director CEO, New Position: Chairman of the Board of Directors. Yuki Nishida, Current Position: Representative Director Senior Managing Executive Officer, New Position: President and Representative Director CEO. Yuki Nishida: Date of Birth: January 16, 1962. Birthplace: Hiroshima Prefecture. Career Highlights: March 1987 Master's Degree of Applied Chemistry, Faculty of Engineering, Hiroshima University; April 1987 Joined Ube Industries Ltd. (currently UBE Corporation); June 1987 Fine Chemicals Manufacturing Department, Ube Chemical Factory; November 1990 Development Department, Chemicals Division; March 1996 Business Development Department, Fine & Industrial Chemicals Business Unit, Chemicals & Plastics Division; February 2000 Transferred to UBE Europe (Dusseldorf, Germany); April 2003 Transferred to UBE Chemicals Europe (Madrid, Spain); January 2005 Sales Group Leader, Fine Chemicals Business Unit, Specialty Chemicals & Products Division; December 2006; General Manager, Fine Chemicals Business Unit, Specialty Chemicals & Products Division; April 2015; General Manager, Battery Materials and Fine Chemicals Business Unit, Chemicals Company; April 2016: Executive Officer General Manager, Battery Materials and Fine Chemicals Business Unit, Chemicals Company; April 2017: Executive Officer General Manager, Battery Materials and Fine Chemicals Division, Chemicals Company; April 2019: Managing Executive Officer General Manager, Engineering Plastics & Fine Chemicals Division, Chemicals Company; April 2021: Managing Executive Officer General Manager, Engineering Plastics & Fine Chemicals Division; April 2022: Senior Managing Executive Officer Assistant to the President, General Manager, Production & Technology Division, and DX Promotion Office, with responsibility for Information Systems Department; July 2022: Senior Managing Executive Officer Assistant to the President, General Manager, Production & Technology Division, and DX Promotion Office, with responsibility for Information Systems Department and C1 Chemicals Project; April 2024: Senior Managing Executive Officer Assistant to the President, General Manager, DX Promotion Office, with responsibility for Information Systems Department and C1 Chemicals Project; June 2024: Representative Director and Senior Managing Executive Officer Assistant to the President, General Manager, DX Promotion Office, with responsibility for Information Systems Department and C1 Chemicals Project (current position); April 2025: President and Representative Director CEO, with responsibility for DX Promotion Office, Information Systems Department, and C1 Chemicals Project (pending approval).お知らせ • Jan 28+ 1 more updateUBE Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025UBE Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales to be JPY 490.0 billion against previous guidance of JPY 510.0 billion. Operating profit to be JPY 16.0 billion against previous guidance of JPY 27.0 billion. Loss attributable to owners of parent to be JPY 17.5 billion against previous guidance of profit attributable to owners of parent of JPY 29.5 billion. Net loss per share to be JPY 180.24 against previous guidance of net income per share to be JPY 303.89. Reasons for the Revision: Net sales are expected to fall below the previous forecast mainly due to the transfer of management rights of UBE Steel Co. Ltd. in Machinery Segment, in November 2024. Operating profit is also projected to come in lower than the previous forecast as sales of caprolactam and nylon polymer in the Polymers & Chemicals Segment have been sluggish due to the impact of oversupply by Chinese companies. Ordinary profit is projected to be lower than the previous forecast due to a decrease in operating profit as mentioned above. Additionally, in the first half (interim period), the company dissolved an equity-method affiliate engaged in the elastomer business in Malaysia, recording share of loss of entities accounted for using the equity method. Profit attributable to owners of parent is expected to be lower than the previous forecast. Ordinary profit is expected to decline as described earlier. Additionally, as a result of the decision to implement structural reform in the basic businesses, the company plans to record approximately JPY 35 billion in impairment losses and other related expenses. For details on the structural reform of the basic businesses, please refer to UBE Announces Structural Reform of Basic Businesses to Achieve Vision for 2030 released on January 28, 2025.Reported Earnings • Nov 10Second quarter 2025 earnings released: JP¥46.20 loss per share (vs JP¥55.26 profit in 2Q 2024)Second quarter 2025 results: JP¥46.20 loss per share (down from JP¥55.26 profit in 2Q 2024). Revenue: JP¥127.7b (up 17% from 2Q 2024). Net loss: JP¥4.49b (down 184% from profit in 2Q 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Buy Or Sell Opportunity • Nov 10Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.8% to €14.20. The fair value is estimated to be €19.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 15%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.お知らせ • Oct 31UBE Corporation Revises Earnings Forecast for the First Half of Fiscal Year Ending March 31, 2025UBE Corporation revised earnings forecast for the First Half of fiscal year ending March 31, 2025. For the period,the company expected net sales of JPY 243,000 Million operating profit of JPY 6,000 Million and profit attributable to owners of parent of JPY 300 million or JPY 3.09 per basic share as compared to previous guidance of net sales of JPY 238,000 Million operating profit of JPY 7,500 Million and profit attributable to owners of parent of JPY 8,000 million or JPY 82.41 per basic share. Reasons for the Revision: Net sales are expected to exceed the previous forecast due to an increase in the selling price of elastomers as a result of rising raw material prices, despite sluggish sales of certain products in the Specialty Products Segment. Operating profit is projected to be lower than the previous forecast due to the impact of the lower of cost or market method on caprolactam, nylon polymers, and other products, in the Polymers & Chemicals Segment. Ordinary profit and profit attributable to owners of parent are expected to be significantly lower than previously forecast due to the posting of a share of loss of entities accounted for using equity method following the dissolution of LOTTE UBE SYNTHETIC RUBBER SDN. BHD., an equity method affiliate.お知らせ • Oct 04+ 1 more updateiSigma Capital Corporation agreed to acquire 84.25% stake in Ube Steel Co.,Ltd from UBE Corporation (TSE:4208).iSigma Capital Corporation agreed to acquire 84.25% stake in Ube Steel Co.,Ltd from UBE Corporation (TSE:4208) on October 3, 2024.Buy Or Sell Opportunity • Sep 27Now 21% undervaluedOver the last 90 days, the stock has risen 2.5% to €16.70. The fair value is estimated to be €21.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.Upcoming Dividend • Sep 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.0%).Reported Earnings • Aug 06First quarter 2025 earnings released: EPS: JP¥49.49 (vs JP¥37.67 in 1Q 2024)First quarter 2025 results: EPS: JP¥49.49 (up from JP¥37.67 in 1Q 2024). Revenue: JP¥115.4b (up 5.6% from 1Q 2024). Net income: JP¥4.80b (up 31% from 1Q 2024). Profit margin: 4.2% (up from 3.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. 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 7% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €13.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Chemicals industry in Germany. Total loss to shareholders of 8.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.66 per share.Declared Dividend • Jul 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 352%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥299 (vs JP¥72.25 loss in FY 2023)Full year 2024 results: EPS: JP¥299 (up from JP¥72.25 loss in FY 2023). Revenue: JP¥468.2b (down 5.4% from FY 2023). Net income: JP¥29.0b (up JP¥36.0b from FY 2023). Profit margin: 6.2% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥299 (vs JP¥72.25 loss in FY 2023)Full year 2024 results: EPS: JP¥299 (up from JP¥72.25 loss in FY 2023). Revenue: JP¥468.2b (down 5.4% from FY 2023). Net income: JP¥29.0b (up JP¥36.0b from FY 2023). Profit margin: 6.2% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • May 15+ 2 more updatesUBE Corporation to Report First Half, 2025 Results on Nov 07, 2024UBE Corporation announced that they will report first half, 2025 results on Nov 07, 2024Buy Or Sell Opportunity • May 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to €17.40. The fair value is estimated to be €14.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 54%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.お知らせ • Apr 26+ 1 more updateUBE Corporation, Annual General Meeting, Jun 26, 2024UBE Corporation, Annual General Meeting, Jun 26, 2024. Agenda: To approve the Change of Representative Director and Executive Personnel.Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.9%).お知らせ • Mar 02UBE Corporation to Report Fiscal Year 2024 Results on May 13, 2024UBE Corporation announced that they will report fiscal year 2024 results on May 13, 2024お知らせ • Feb 08UBE Corporation Announces Appointment of Hideo Tamada as Director, Effective April 1, 2024UBE Corporation announced Hideo Tamada as Director from Representative Director Senior Managing Executive Officer, Effective from April 1, 2024.Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: JP¥113 (vs JP¥8.39 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥113 (up from JP¥8.39 loss in 3Q 2023). Revenue: JP¥114.9b (down 7.1% from 3Q 2023). Net income: JP¥10.9b (up JP¥11.7b from 3Q 2023). Profit margin: 9.5% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Buying Opportunity • Dec 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €17.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.6% over the last 3 years. Earnings per share has declined by 51%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥55.26 (vs JP¥62.67 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥55.26 (up from JP¥62.67 loss in 2Q 2023). Revenue: JP¥108.9b (down 15% from 2Q 2023). Net income: JP¥5.36b (up JP¥11.4b from 2Q 2023). Profit margin: 4.9% (up from net loss in 2Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.9%).Buying Opportunity • Sep 20Now 20% undervaluedOver the last 90 days, the stock is up 9.9%. The fair value is estimated to be €20.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥37.67 (vs JP¥59.25 in 1Q 2023)First quarter 2024 results: EPS: JP¥37.67 (down from JP¥59.25 in 1Q 2023). Revenue: JP¥109.2b (down 6.0% from 1Q 2023). Net income: JP¥3.66b (down 36% from 1Q 2023). Profit margin: 3.3% (down from 4.9% in 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • May 17+ 3 more updatesUBE Corporation Announces Dividend for the Year Ended March 31, 2023UBE Corporation announced dividend for the year ended March 31, 2023 of JPY 45.00 per share compared to JPY 50.00 per share paid a year ago.Reported Earnings • May 16Full year 2023 earnings released: JP¥72.25 loss per share (vs JP¥249 profit in FY 2022)Full year 2023 results: JP¥72.25 loss per share (down from JP¥249 profit in FY 2022). Revenue: JP¥494.7b (down 25% from FY 2022). Net loss: JP¥7.01b (down 129% from profit in FY 2022). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).お知らせ • Feb 11+ 1 more updateUBE Corporation Announces Organizational and Personnel ChangesUBE Corporation has announced that the company's Board of Directors resolved on February 10, 2023, on the following changes to its internal organization, executive officers and their assignments. Newly appointed Executive Officer (as of April 1, 2023): Hirofumi Nonaka, currently Executive Trustee, Deputy, General Manager of Performance, Polymers & Chemicals Div., new position is Executive Officer, Deputy General Manager of Performance Polymers & Chemicals Div. Hirotaka Ishikawa, currently General Manager, Accounting & Finance Dept., new position is Executive Officer, CFO, General Manager of Accounting & Finance Dept. with responsibility for Group Management Dept. and Corporate Planning Dept. Kazunori Yukimoto, currently General Manager of Sakai Factory, Production & Technology Div. and General Manager of Production & Technology Supervisory Dept., Specialty Products Div., new position is Executive Officer, Deputy General Manager of Production & Technology Div. and General Manager of Ube Chemical Factory. Ryo Kawamura, currently General Manager, Legal Dept., new position is Executive Officer, General Manager of Legal Dept., with responsibility for Risk Management Dept., Human Resources Dept. and General Affairs Dept. Shinya Takahashi, currently General Manager, Corporate Planning Dept., new position is Executive Officer, Deputy General Manager of Specialty Products Div. Newly promoted Executive Officers (as of April 1, 2023). Keiichi Nagata, currently Managing Executive Officer, General Manager, Specialty Products Div., new position is Senior Managing Executive Officer, General Manager, Specialty Products Div. Yoichi Funayama, currently Senior Executive Officer, General Manager, Pharmaceutical Div., new position is Managing Executive Officer, General Manager, Pharmaceutical Div. Futoshi Takase, currently Executive Officer, Deputy General Manager of Production & Technology Div. and General Manager of Ube Chemical Factory, new position is Senior Executive Officer, with responsibility for Environment & Safety Dept., Quality Assurance Dept., Purchasing & Logistics Dept. and Ube Corporate Service Dept. Changes to assignments (as of April 1, 2023): Hideo Tamada, currently Senior Managing Executive Officer, CRO, CCO, with responsibility for Risk Management Dept., Human Resources Dept., General Affairs Dept. and Legal Dept., new position is Senior Managing Executive Officer, CRO, CCO, in charge of Risk Management Dept., Human Resources Dept., General Affairs Dept. and Legal Dept. Stepping down as Executive Officer (as of March 31, 2023): Masayuki Fujii, Managing Executive Officer, with responsibility for Group Management Dept., Corporate Planning Dept., Accounting & Finance Dept. and Back Office Optimization Project (Exclusive duty for Director after April 1) Hidetsune Miura, Senior Executive Officer, with responsibility for Environment & Safety Dept., Quality Assurance Dept., Purchasing & Logistics Dept. and Ube Corporate Service Dept. (to be appointed as the President and Representative Director of UBE LOGISTIC SERVICE, LTD. as of April 1) Masarou Suehiro, Executive Officer, with responsibility for Auditing Dept. (to be appointed as a Director, Senior Managing Executive Officer of UBE EXSYMO CO., LTD. as of April 1).Reported Earnings • Feb 05Third quarter 2023 earnings released: JP¥8.39 loss per share (vs JP¥88.13 profit in 3Q 2022)Third quarter 2023 results: JP¥8.39 loss per share (down from JP¥88.13 profit in 3Q 2022). Revenue: JP¥123.6b (down 27% from 3Q 2022). Net loss: JP¥814.0m (down 110% from profit in 3Q 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 9% per year.お知らせ • Feb 03+ 2 more updatesUBE Corporation to Report Q4, 2023 Results on May 12, 2023UBE Corporation announced that they will report Q4, 2023 results at 3:00 PM, Tokyo Standard Time on May 12, 2023Board Change • Jan 11Less 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 Takefumi Fukumizu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Dec 21UBE Corporation Announces Resignation of Tetsuro Higashi, Outside Director, Effective January 4, 2023UBE Corporation has announced that an outside director of the company will resign effective January 4, 2023. Resigning Director: Tetsuro Higashi, Outside Director, Date of resignation: January 4, 2023, Reason for resignation: Difficulty in holding concurrent positions due to the appointment as the Chairman of Leading-edge Semiconductor Technology Center (LSTC).Reported Earnings • Nov 16Second quarter 2023 earnings released: JP¥62.67 loss per share (vs JP¥48.60 profit in 2Q 2022)Second quarter 2023 results: JP¥62.67 loss per share (down from JP¥48.60 profit in 2Q 2022). Revenue: JP¥128.6b (down 20% from 2Q 2022). Net loss: JP¥6.08b (down 227% from profit in 2Q 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 06Second quarter 2023 earnings released: JP¥62.67 loss per share (vs JP¥48.60 profit in 2Q 2022)Second quarter 2023 results: JP¥62.67 loss per share (down from JP¥48.60 profit in 2Q 2022). Revenue: JP¥128.6b (down 20% from 2Q 2022). Net loss: JP¥6.08b (down 227% from profit in 2Q 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Nov 05+ 1 more updateUBE Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023UBE Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 547,000 million. Operating profit to be JPY 29,000 million. Profit attributable to owners of parent to be JPY 2,000 million. Net income per share JPY 20.63.お知らせ • Nov 02UBE Corporation Revises Earnings Guidance for the First Half Ended September 30, 2022 and Full Year Ending March 31, 2023UBE Corporation revised earnings guidance for the first half ended September 30, 2022 and full year ending March 31, 2023. For the first half ended September 30, 2022, the company now expects net sales to be JPY 244.8 billion, operating profit to be JPY 8.5 billion, loss attributable to owners of parent to be JPY 0.3 billion or JPY 3.10 per share against previous forecast of net sales of JPY 261.0 billion, operating profit of JPY 10.0 billion, profit attributable to owners of parent of JPY 1.5 billion or JPY 15.49 per share.For the full year ending March 31, 2023, the company now expects net sales to be JPY 547.0 billion, operating profit to be JPY 29.0 billion, profit attributable to owners of parent to be JPY 2.0 billion or JPY 20.63 per share against previous forecast of net sales of JPY 557.0 billion, operating profit of JPY 32.0 billion, profit attributable to owners of parent of JPY 15.0 billion or JPY 154.88 per share.お知らせ • Sep 27Santen Inc. and UBE Corporation Receives FDA Approval for OMLONTI(R) (Omidenepag Isopropyl Ophthalmic Solution) 0.002% for the Reduction of Elevated Intraocular Pressure in Patients with Primary Open-Angle Glaucoma or Ocular HypertensionSanten Inc. and UBE Corporation (UBE) announced that the U.S. Food and Drug Administration (FDA) has approved OMLONTI (omidenepag isopropyl ophthalmic solution) 0.002% eye drops for the reduction of elevated intraocular pressure (IOP) in patients with primary open-angle glaucoma or ocular hypertension. The approval date was September 22. OMLONTI is developed jointly by Santen and UBE. Omidenepag isopropyl, the active pharmaceutical ingredient in OMLONTI, developed by UBE, is a relatively selective prostaglandin EP2 receptor agonist, which increases aqueous humor drainage through the conventional (or trabecular) and uveoscleral outflow pathways, and the only product with this pharmacological action. OMLONTI was launched in Japan as Eybelis ophthalmic solution 0.002% in November 2018, and was filed for marketing approval in Asian countries in stages. The product was released in five countries and regions beginning in February 2021. OMLONTI was evaluated in three randomized and controlled clinical trials in subjects with open-angle glaucoma or ocular hypertension with average baseline IOP of 24-26 mm Hg. The double-masked treatment duration was three months in all three studies. The third study included a 9-month open-label treatment period following the 3-month double-masked treatment period. In the three studies, IOP reductions were observed for all treatment arms. In the OMLONTI arm, the reduction in IOP ranged from 5-7 mm Hg across all three studies. The corresponding reductions for the timolol and latanoprost arms were 5-7 mm Hg and 6-8 mm Hg, respectively. Glaucoma causes damage to the optic nerve resulting in visual field loss, and remains a leading cause of irreversible blindness worldwide. 2 Since the disease is generally progressive, early detection and treatment to control the progression are crucial, and lowering IOP is the most effective means of avoiding damage to the optic nerve. The estimated number of patients globally in 2020 was 76 million, and it is expected to increase to 95 million by 2030. 3 Primary open-angle glaucoma is the most common type of glaucoma. Ocular hypertension, which affects millions, can lead to glaucoma and vision loss if untreated.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 4.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.1%).お知らせ • Aug 06+ 2 more updatesUBE Corporation Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2023UBE Corporation provided year-end dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay year-end dividend of JPY 50.00 per share against JPY 50.00 per share paid for the same period a year ago.Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥59.25 (vs JP¥47.31 in 1Q 2022)First quarter 2023 results: EPS: JP¥59.25 (up from JP¥47.31 in 1Q 2022). Revenue: JP¥116.2b (down 21% from 1Q 2022). Net income: JP¥5.74b (up 21% from 1Q 2022). Profit margin: 4.9% (up from 3.3% in 1Q 2022). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 21% compared to a 3.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% 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 • Jun 28UBE Corp American Depositary Receipts - Unsponsored to Be Deleted from Other OTCUBE CORPORATION American Depositary Receipts - Unsponsored will be deleted from Other OTC effective June 28, 2022. The deletion is due to ADR /GDR Program Terminated.Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥249 (vs JP¥227 in FY 2021)Full year 2022 results: EPS: JP¥249 (up from JP¥227 in FY 2021). Revenue: JP¥655.3b (up 6.7% from FY 2021). Net income: JP¥24.5b (up 6.8% from FY 2021). Profit margin: 3.7% (in line with FY 2021). Over the next year, revenue is expected to shrink by 29% compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.お知らせ • May 13+ 2 more updatesUbe Corporation Provides Consolidated Earnings Guidance for the Period Ending September 2022 and March 31, 2023UBE Corporation provided consolidated earnings guidance for the period ending September 2022 and March 31, 2023. For the period ending September 2022, the company expects the Net sales of JPY 247,000 million. Operating profit of JPY 12,500 million. Profit attributable to owners of parent of JPY 6,500 million. Net income per share of JPY 36.15 per share. For the period ending March 31, 2023, the company expects the Net sales of JPY 510,000 million. Operating profit of JPY 34,500 million. Profit attributable to owners of parent of JPY 21,000 million. Net income per share of JPY 216.93 per share.Board Change • May 08Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Outside Director Tadahiko Fukuhara 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. Insufficient board refreshment.お知らせ • Apr 26+ 2 more updatesUBE Corporation to Report Q2, 2023 Results on Nov 04, 2022UBE Corporation announced that they will report Q2, 2023 results on Nov 04, 2022お知らせ • Apr 07UBE Corporation to Report Fiscal Year 2022 Results on May 12, 2022UBE Corporation announced that they will report fiscal year 2022 results on May 12, 2022お知らせ • Feb 09Ube Industries, Ltd. Announces Appointment of Makoto Koyama as Director, Effective April 1, 2022Ube Industries, Ltd. has announced that the company's Board of Directors decided appointment of Makoto Koyama as director. Reason of Change is Change of management structure after April 1. Current Title is Representative Director, Senior Managing Executive Officer.お知らせ • Feb 08+ 1 more updateUbe Industries, Ltd. Announces Abolishment of Construction Materials Company and Machinery Company and Eliminates Osaka BranchUbe Industries, Ltd. announced that Construction Materials Company and Machinery Company will be abolished. Date of Issue: April 1, 2022 and Eliminate Osaka Branch.Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥88.13 (up from JP¥86.03 in 3Q 2021). Revenue: JP¥169.9b (up 6.9% from 3Q 2021). Net income: JP¥8.55b (down 1.7% from 3Q 2021). Profit margin: 5.0% (down from 5.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.9%. Over the next year, revenue is expected to shrink by 28% compared to a 5.9% growth forecast for the industry in Germany. 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 7% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 02+ 1 more updateUbe Industries, Ltd. Announces Dividend for Second Quarter Ended April 2021-March 2022; Provides Dividend Guidance for the Year Ending March 31, 2022Ube Industries, Ltd. announced dividend of JPY 45.00 per share for the second quarter ended April, 2021 - March, 2022 compared to JPY 45.00 per share paid a year ago.For the year end, the company expects to pay year end dividend of JPY 45.00 per share for the year ending March, 2022 compared to JPY 45.00 per share paid for the same period a year ago.Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS JP¥47.95 (vs JP¥15.85 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥153.3b (up 6.6% from 2Q 2021). Net income: JP¥4.77b (up 198% from 2Q 2021). Profit margin: 3.1% (up from 1.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 4.0%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (3.7%).お知らせ • Aug 05Ube Industries, Ltd. Provides Consolidated Earnings Guidance for the Six Months Ended September 2021 and Fiscal Year Ending March 31, 2022Ube Industries, Ltd. provided consolidated earnings guidance for the six months ended September 2021 and fiscal year ending March 31, 2022. For the six months ended September 2021, the company expects net sales to be of JPY 270,000 million. Operating profit expected to be of JPY 13,500 million. Profit attributable to owners of parent expected to be of JPY 5,500 million. Net income per share expected to be of JPY 55.00. For the Fiscal year ending March 31, 2022, the company expects net sales to be of JPY 570,000 million. Operating profit expected to be of JPY 37,000 million. Profit attributable to owners of parent expected to be of JPY 21,000 million. Net income per share expected to be of JPY 210.67.Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥47.31 (vs JP¥13.16 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥146.3b (up 7.5% from 1Q 2021). Net income: JP¥4.76b (up JP¥6.09b from 1Q 2021). Profit margin: 3.3% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% 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.Reported Earnings • May 13Full year 2021 earnings released: EPS JP¥227 (vs JP¥227 in FY 2020)The company reported a mediocre full year result with weaker revenues, although earnings were flat and profit margins improved. Full year 2021 results: Revenue: JP¥613.9b (down 8.1% from FY 2020). Net income: JP¥22.9b (flat on FY 2020). Profit margin: 3.7% (up from 3.4% 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 20% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.お知らせ • May 13+ 2 more updatesUbe Industries, Ltd. Provides Consolidated Earnings Guidance for the Six Months Ended September 2021 and Fiscal Year Ending March 31, 2022Ube Industries, Ltd. provided consolidated earnings guidance for the six months ended September 2021 and fiscal year ending March 31, 2022. For the six months ended September 2021, the company expects net sales to be of JPY 270,000 million. Operating profit expected to be of JPY 13,500 million. Profit attributable to owners of parent expected to be of JPY 5,500 million. Net income per share expected to be of JPY 54.38. For the Fiscal year ending March 31, 2022, the company expects net sales to be of JPY 570,000 million. Operating profit expected to be of JPY 37,000 million. Profit attributable to owners of parent expected to be of JPY 21,000 million. Net income per share expected to be of JPY 207.62.お知らせ • Apr 27Ube Industries, Ltd. Revises Consolidated Earnings Guidance for the Full Year of the Fiscal Year Ended March 31, 2021Ube Industries, Ltd. revised consolidated earnings guidance for the full year of the fiscal year ended March 31, 2021. For period, the company revised net sales of JPY 613.8 billion compared to JPY 592.0 billion provided previously, operating profit of JPY 25.9 billion compared to JPY 21.5 billion provided previously, profit attributable to owners of parent of JPY 22.9 billion compared to JPY 13.0 billion provided previously and net income per share of JPY 226.43 compared to JPY 128.54 provided previously.Upcoming Dividend • Mar 24Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.3%). In line with average of industry peers (3.6%).Is New 90 Day High Low • Mar 05New 90-day high: €17.90The company is up 21% from its price of €14.80 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.94 per share.お知らせ • Mar 04Ube Industries, Ltd. to Report Fiscal Year 2021 Results on May 12, 2021Ube Industries, Ltd. announced that they will report fiscal year 2021 results on May 12, 2021Reported Earnings • Feb 04Third quarter 2021 earnings released: EPS JP¥86.03 (vs JP¥43.40 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥158.9b (down 2.4% from 3Q 2020). Net income: JP¥8.70b (up 98% from 3Q 2020). Profit margin: 5.5% (up from 2.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 23% 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.収支内訳UBE 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:UBE 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 26462,34323,87284,516031 Dec 25459,33135,38181,800030 Sep 25456,4675,75267,7699,48030 Jun 25471,876-5,25974,907031 Mar 25486,802-4,81663,4089,48031 Dec 24494,911-10,08571,019030 Sep 24493,19720,28056,42410,01730 Jun 24474,40230,13065,699031 Mar 24468,23728,98154,23810,01731 Dec 23459,29114,09554,28110,16530 Sep 23468,0362,35457,65910,16530 Jun 23487,779-9,08956,43210,16531 Mar 23494,738-7,00656,14910,16531 Dec 22547,0365,24660,77211,46230 Sep 22593,36114,61363,53511,46230 Jun 22625,15425,48368,22311,46231 Mar 22655,26524,50072,41911,46231 Dec 21651,56032,06270,93611,03430 Sep 21640,56132,21069,35211,03430 Jun 21624,07129,02268,45211,03431 Mar 21613,88922,93667,62611,03431 Dec 20608,97716,77366,62912,13730 Sep 20612,84312,45868,47212,13730 Jun 20638,94217,10469,98112,13731 Mar 20667,89222,97672,02412,13731 Dec 19687,55624,83073,67811,78330 Sep 19716,95130,93774,08111,78330 Jun 19726,13730,11673,87811,78331 Mar 19730,15732,49973,52211,78331 Dec 18728,98627,85572,98713,01630 Sep 18716,68328,25172,65113,01630 Jun 18705,04132,02872,35013,01631 Mar 18695,57431,68072,20813,01631 Dec 17683,71035,78370,93513,50230 Sep 17662,65132,86069,74313,50230 Jun 17638,08430,58468,45013,50231 Mar 17616,56324,18567,45913,50231 Dec 16599,33314,95565,71413,63930 Sep 16599,55812,50465,38613,63930 Jun 16618,46212,90166,40613,63931 Mar 16641,75019,11166,74313,63931 Dec 15650,30928,74866,51513,76630 Sep 15657,29628,31766,10813,76630 Jun 15654,57022,23265,53913,766質の高い収益: UBEは 高品質の収益 を持っています。利益率の向上: UBE過去に利益を上げました。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: UBEの収益は過去 5 年間で年間16.1%減少しました。成長の加速: UBEは昨年収益を上げたため、収益成長率を 5 年間の平均と比較することは困難です。収益対業界: UBE昨年収益を上げたため、昨年の収益成長をChemicals業界 ( -13.5% ) と比較することは困難です。株主資本利益率高いROE: UBEの 自己資本利益率 ( 5.3% ) 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2026/05/25 13:38終値2026/05/25 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋UBE Corporation 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。18 アナリスト機関Mikiya YamadaBarclaysTakayuki KuniiBofA Global ResearchAtsushi IkedaCitigroup Inc15 その他のアナリストを表示
お知らせ • Mar 26+ 3 more updatesUBE Corporation to Report Q1, 2027 Results on Aug 07, 2026UBE Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
お知らせ • Mar 28+ 2 more updatesUBE Corporation to Report Q3, 2026 Results on Feb 04, 2026UBE Corporation announced that they will report Q3, 2026 results on Feb 04, 2026
お知らせ • Mar 01UBE Corporation to Report Fiscal Year 2025 Results on May 12, 2025UBE Corporation announced that they will report fiscal year 2025 results on May 12, 2025
Reported Earnings • Nov 10Second quarter 2025 earnings released: JP¥46.20 loss per share (vs JP¥55.26 profit in 2Q 2024)Second quarter 2025 results: JP¥46.20 loss per share (down from JP¥55.26 profit in 2Q 2024). Revenue: JP¥127.7b (up 17% from 2Q 2024). Net loss: JP¥4.49b (down 184% from profit in 2Q 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 06First quarter 2025 earnings released: EPS: JP¥49.49 (vs JP¥37.67 in 1Q 2024)First quarter 2025 results: EPS: JP¥49.49 (up from JP¥37.67 in 1Q 2024). Revenue: JP¥115.4b (up 5.6% from 1Q 2024). Net income: JP¥4.80b (up 31% from 1Q 2024). Profit margin: 4.2% (up from 3.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. 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 7% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥299 (vs JP¥72.25 loss in FY 2023)Full year 2024 results: EPS: JP¥299 (up from JP¥72.25 loss in FY 2023). Revenue: JP¥468.2b (down 5.4% from FY 2023). Net income: JP¥29.0b (up JP¥36.0b from FY 2023). Profit margin: 6.2% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • May 13UBE Corporation, Annual General Meeting, Jun 25, 2026UBE Corporation, Annual General Meeting, Jun 25, 2026.
お知らせ • Mar 26+ 3 more updatesUBE Corporation to Report Q1, 2027 Results on Aug 07, 2026UBE Corporation announced that they will report Q1, 2027 results on Aug 07, 2026
お知らせ • Jan 16UBE Corporation Announces Restructuring of Domestic Production System in Cement-Related BusinessUBE Cement Corporation announced that, at the Board of Directors meeting, MUCC resolved to cease cement production at Kyushu Plant Kanda District 2 by around the end of March 2027 and to transform the district into a recycling promotion base specializing in various types of waste treatment, as described below. The business environment for the cement industry continues to face pressures from declining domestic demand and reduced profitability in export markets. Against this backdrop, MUCC is advancing initiatives to strengthen profitability and improve asset efficiency, aiming to achieve sustainable growth and enhance corporate value over the medium to long term. Meanwhile, as MUCC seeks to achieve carbon neutrality by 2050, a key effort is to improve its thermal energy substitution rate. In particular, MUCC considers it essential to expand the volume of waste treatment for thermal recycling at the Kyushu Plant, which has one of the leading cement production capacities in Japan, and to achieve a thermal energy substitution rate of 50% or more for MUCC as a whole. Under these circumstances, in order to establish an optimal operation system and strengthen the competitiveness of its cement business, MUCC will cease cement production at Kyushu Plant Kanda District 2 by around the end of March 2027 and consolidate operations at Kyushu Plant Kanda District 1, thereby improving the efficiency of production facilities across the entire Kyushu Plant. In addition, to maximize the use of its technologies and further improve the waste treatment substitution rate, MUCC will develop Kyushu Plant Kanda District 2 as a recycling promotion base, utilizing existing facilities for crushing and packing waste plastics and removing chlorine and foreign materials. MUCC will steadily execute these measures to further enhance corporate value and help build a sustainable society.
お知らせ • May 12+ 2 more updatesUBE Corporation, Annual General Meeting, Jun 26, 2025UBE Corporation, Annual General Meeting, Jun 26, 2025.
お知らせ • Apr 02UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million.UBE Corporation (TSE:4208) signed a contract to acquire Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for an enterprise value of €460 million on October 3, 2024. For the last twelve months period ending September 30, 2024, Urethane Systems Business of LANXESS reported total revenue of €265 million and EBITDA of €50 million. The acquisition price is expected to be confirmed based on the price adjustment indicated in the stock purchase agreement. The acquisition will be financed through cash on hand and interest-bearing debt. The Urethane Systems business comprises 5 manufacturing sites globally as well as application laboratories in the USA, Europe and China. UBE Corporation will take over all operations from LANXESS with a total of around 400 employees. LANXESS will use the proceeds to reduce its net debt. The transaction is subject to the approval of the relevant authorities including regulatory approval. The transaction is expected to close in the first half of 2025. Nomura Holding America, Inc. acted as financial advisor to UBE Corporation. Matthias Töke, Katharina Spenner LL.M., Joachim Fröhlich LL.M., Katharina Weiner, Daniel Bork, Christoph Becker, Ariane Schaaf, Simone (Bach) Rieken LL.M., Johannes M. Baumann, LL.M., Christian Atzler, Christian Vocke, Richard Raoul Stefanink, Patrick H. Wilkening, Markus Hecht, Christian Reichel and Nicolas Kredel LL.M. of Baker & Mckenzie Partnerschaft Von Rechtsanwälten Wirtschaftsprüfern,Steuerberatern Und Solicitors acted as legal advisor to UBE Corporation. Masahiro Inaba, Byron Frost and Tetsuo Tsujimoto of Baker & McKenzie (Gaikokuho Joint Enterprise) acted as legal advisor to UBE Corporation. UBE Corporation (TSE:4208) completed the acquisition of Urethane Systems Business of LANXESS Aktiengesellschaft (XTRA:LXS) for approximately €500 million on April 1, 2025. All relevant antitrust authorities had granted the necessary approvals for the transaction
お知らせ • Mar 28+ 2 more updatesUBE Corporation to Report Q3, 2026 Results on Feb 04, 2026UBE Corporation announced that they will report Q3, 2026 results on Feb 04, 2026
お知らせ • Mar 01UBE Corporation to Report Fiscal Year 2025 Results on May 12, 2025UBE Corporation announced that they will report fiscal year 2025 results on May 12, 2025
お知らせ • Feb 19+ 1 more updateUbe Corporation Announces CEO Changes, Effective from April 1, 2025UBE Corporation announced that its Board of Directors resolved on February 19, 2025, to make the following changes to directors. Masato Izumihara, Current Position: President and Representative Director CEO, New Position: Chairman of the Board of Directors. Yuki Nishida, Current Position: Representative Director Senior Managing Executive Officer, New Position: President and Representative Director CEO. Yuki Nishida: Date of Birth: January 16, 1962. Birthplace: Hiroshima Prefecture. Career Highlights: March 1987 Master's Degree of Applied Chemistry, Faculty of Engineering, Hiroshima University; April 1987 Joined Ube Industries Ltd. (currently UBE Corporation); June 1987 Fine Chemicals Manufacturing Department, Ube Chemical Factory; November 1990 Development Department, Chemicals Division; March 1996 Business Development Department, Fine & Industrial Chemicals Business Unit, Chemicals & Plastics Division; February 2000 Transferred to UBE Europe (Dusseldorf, Germany); April 2003 Transferred to UBE Chemicals Europe (Madrid, Spain); January 2005 Sales Group Leader, Fine Chemicals Business Unit, Specialty Chemicals & Products Division; December 2006; General Manager, Fine Chemicals Business Unit, Specialty Chemicals & Products Division; April 2015; General Manager, Battery Materials and Fine Chemicals Business Unit, Chemicals Company; April 2016: Executive Officer General Manager, Battery Materials and Fine Chemicals Business Unit, Chemicals Company; April 2017: Executive Officer General Manager, Battery Materials and Fine Chemicals Division, Chemicals Company; April 2019: Managing Executive Officer General Manager, Engineering Plastics & Fine Chemicals Division, Chemicals Company; April 2021: Managing Executive Officer General Manager, Engineering Plastics & Fine Chemicals Division; April 2022: Senior Managing Executive Officer Assistant to the President, General Manager, Production & Technology Division, and DX Promotion Office, with responsibility for Information Systems Department; July 2022: Senior Managing Executive Officer Assistant to the President, General Manager, Production & Technology Division, and DX Promotion Office, with responsibility for Information Systems Department and C1 Chemicals Project; April 2024: Senior Managing Executive Officer Assistant to the President, General Manager, DX Promotion Office, with responsibility for Information Systems Department and C1 Chemicals Project; June 2024: Representative Director and Senior Managing Executive Officer Assistant to the President, General Manager, DX Promotion Office, with responsibility for Information Systems Department and C1 Chemicals Project (current position); April 2025: President and Representative Director CEO, with responsibility for DX Promotion Office, Information Systems Department, and C1 Chemicals Project (pending approval).
お知らせ • Jan 28+ 1 more updateUBE Corporation Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025UBE Corporation revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales to be JPY 490.0 billion against previous guidance of JPY 510.0 billion. Operating profit to be JPY 16.0 billion against previous guidance of JPY 27.0 billion. Loss attributable to owners of parent to be JPY 17.5 billion against previous guidance of profit attributable to owners of parent of JPY 29.5 billion. Net loss per share to be JPY 180.24 against previous guidance of net income per share to be JPY 303.89. Reasons for the Revision: Net sales are expected to fall below the previous forecast mainly due to the transfer of management rights of UBE Steel Co. Ltd. in Machinery Segment, in November 2024. Operating profit is also projected to come in lower than the previous forecast as sales of caprolactam and nylon polymer in the Polymers & Chemicals Segment have been sluggish due to the impact of oversupply by Chinese companies. Ordinary profit is projected to be lower than the previous forecast due to a decrease in operating profit as mentioned above. Additionally, in the first half (interim period), the company dissolved an equity-method affiliate engaged in the elastomer business in Malaysia, recording share of loss of entities accounted for using the equity method. Profit attributable to owners of parent is expected to be lower than the previous forecast. Ordinary profit is expected to decline as described earlier. Additionally, as a result of the decision to implement structural reform in the basic businesses, the company plans to record approximately JPY 35 billion in impairment losses and other related expenses. For details on the structural reform of the basic businesses, please refer to UBE Announces Structural Reform of Basic Businesses to Achieve Vision for 2030 released on January 28, 2025.
Reported Earnings • Nov 10Second quarter 2025 earnings released: JP¥46.20 loss per share (vs JP¥55.26 profit in 2Q 2024)Second quarter 2025 results: JP¥46.20 loss per share (down from JP¥55.26 profit in 2Q 2024). Revenue: JP¥127.7b (up 17% from 2Q 2024). Net loss: JP¥4.49b (down 184% from profit in 2Q 2024). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Buy Or Sell Opportunity • Nov 10Now 25% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.8% to €14.20. The fair value is estimated to be €19.01, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 13% over the last 3 years. Earnings per share has declined by 15%. For the next 3 years, revenue is forecast to grow by 5.0% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
お知らせ • Oct 31UBE Corporation Revises Earnings Forecast for the First Half of Fiscal Year Ending March 31, 2025UBE Corporation revised earnings forecast for the First Half of fiscal year ending March 31, 2025. For the period,the company expected net sales of JPY 243,000 Million operating profit of JPY 6,000 Million and profit attributable to owners of parent of JPY 300 million or JPY 3.09 per basic share as compared to previous guidance of net sales of JPY 238,000 Million operating profit of JPY 7,500 Million and profit attributable to owners of parent of JPY 8,000 million or JPY 82.41 per basic share. Reasons for the Revision: Net sales are expected to exceed the previous forecast due to an increase in the selling price of elastomers as a result of rising raw material prices, despite sluggish sales of certain products in the Specialty Products Segment. Operating profit is projected to be lower than the previous forecast due to the impact of the lower of cost or market method on caprolactam, nylon polymers, and other products, in the Polymers & Chemicals Segment. Ordinary profit and profit attributable to owners of parent are expected to be significantly lower than previously forecast due to the posting of a share of loss of entities accounted for using equity method following the dissolution of LOTTE UBE SYNTHETIC RUBBER SDN. BHD., an equity method affiliate.
お知らせ • Oct 04+ 1 more updateiSigma Capital Corporation agreed to acquire 84.25% stake in Ube Steel Co.,Ltd from UBE Corporation (TSE:4208).iSigma Capital Corporation agreed to acquire 84.25% stake in Ube Steel Co.,Ltd from UBE Corporation (TSE:4208) on October 3, 2024.
Buy Or Sell Opportunity • Sep 27Now 21% undervaluedOver the last 90 days, the stock has risen 2.5% to €16.70. The fair value is estimated to be €21.03, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 7.6% per annum over the same time period.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 34% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.0%).
Reported Earnings • Aug 06First quarter 2025 earnings released: EPS: JP¥49.49 (vs JP¥37.67 in 1Q 2024)First quarter 2025 results: EPS: JP¥49.49 (up from JP¥37.67 in 1Q 2024). Revenue: JP¥115.4b (up 5.6% from 1Q 2024). Net income: JP¥4.80b (up 31% from 1Q 2024). Profit margin: 4.2% (up from 3.3% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. 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 7% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €13.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 12x in the Chemicals industry in Germany. Total loss to shareholders of 8.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €9.66 per share.
Declared Dividend • Jul 11Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 352%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (35% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 8.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 26Full year 2024 earnings released: EPS: JP¥299 (vs JP¥72.25 loss in FY 2023)Full year 2024 results: EPS: JP¥299 (up from JP¥72.25 loss in FY 2023). Revenue: JP¥468.2b (down 5.4% from FY 2023). Net income: JP¥29.0b (up JP¥36.0b from FY 2023). Profit margin: 6.2% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥299 (vs JP¥72.25 loss in FY 2023)Full year 2024 results: EPS: JP¥299 (up from JP¥72.25 loss in FY 2023). Revenue: JP¥468.2b (down 5.4% from FY 2023). Net income: JP¥29.0b (up JP¥36.0b from FY 2023). Profit margin: 6.2% (up from net loss in FY 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • May 15+ 2 more updatesUBE Corporation to Report First Half, 2025 Results on Nov 07, 2024UBE Corporation announced that they will report first half, 2025 results on Nov 07, 2024
Buy Or Sell Opportunity • May 09Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to €17.40. The fair value is estimated to be €14.49, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 54%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are also forecast to grow by 19% per annum over the same time period.
お知らせ • Apr 26+ 1 more updateUBE Corporation, Annual General Meeting, Jun 26, 2024UBE Corporation, Annual General Meeting, Jun 26, 2024. Agenda: To approve the Change of Representative Director and Executive Personnel.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 65% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.9%).
お知らせ • Mar 02UBE Corporation to Report Fiscal Year 2024 Results on May 13, 2024UBE Corporation announced that they will report fiscal year 2024 results on May 13, 2024
お知らせ • Feb 08UBE Corporation Announces Appointment of Hideo Tamada as Director, Effective April 1, 2024UBE Corporation announced Hideo Tamada as Director from Representative Director Senior Managing Executive Officer, Effective from April 1, 2024.
Reported Earnings • Feb 07Third quarter 2024 earnings released: EPS: JP¥113 (vs JP¥8.39 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥113 (up from JP¥8.39 loss in 3Q 2023). Revenue: JP¥114.9b (down 7.1% from 3Q 2023). Net income: JP¥10.9b (up JP¥11.7b from 3Q 2023). Profit margin: 9.5% (up from net loss in 3Q 2023). The move to profitability was driven by lower expenses. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Buying Opportunity • Dec 13Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 11%. The fair value is estimated to be €17.64, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 8.6% over the last 3 years. Earnings per share has declined by 51%. For the next 3 years, revenue is forecast to grow by 4.7% per annum. Earnings is also forecast to grow by 28% per annum over the same time period.
Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥55.26 (vs JP¥62.67 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥55.26 (up from JP¥62.67 loss in 2Q 2023). Revenue: JP¥108.9b (down 15% from 2Q 2023). Net income: JP¥5.36b (up JP¥11.4b from 2Q 2023). Profit margin: 4.9% (up from net loss in 2Q 2023). Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 3.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.9%).
Buying Opportunity • Sep 20Now 20% undervaluedOver the last 90 days, the stock is up 9.9%. The fair value is estimated to be €20.91, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 6.6% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥37.67 (vs JP¥59.25 in 1Q 2023)First quarter 2024 results: EPS: JP¥37.67 (down from JP¥59.25 in 1Q 2023). Revenue: JP¥109.2b (down 6.0% from 1Q 2023). Net income: JP¥3.66b (down 36% from 1Q 2023). Profit margin: 3.3% (down from 4.9% in 1Q 2023). Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • May 17+ 3 more updatesUBE Corporation Announces Dividend for the Year Ended March 31, 2023UBE Corporation announced dividend for the year ended March 31, 2023 of JPY 45.00 per share compared to JPY 50.00 per share paid a year ago.
Reported Earnings • May 16Full year 2023 earnings released: JP¥72.25 loss per share (vs JP¥249 profit in FY 2022)Full year 2023 results: JP¥72.25 loss per share (down from JP¥249 profit in FY 2022). Revenue: JP¥494.7b (down 25% from FY 2022). Net loss: JP¥7.01b (down 129% from profit in FY 2022). Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per share at 4.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).
お知らせ • Feb 11+ 1 more updateUBE Corporation Announces Organizational and Personnel ChangesUBE Corporation has announced that the company's Board of Directors resolved on February 10, 2023, on the following changes to its internal organization, executive officers and their assignments. Newly appointed Executive Officer (as of April 1, 2023): Hirofumi Nonaka, currently Executive Trustee, Deputy, General Manager of Performance, Polymers & Chemicals Div., new position is Executive Officer, Deputy General Manager of Performance Polymers & Chemicals Div. Hirotaka Ishikawa, currently General Manager, Accounting & Finance Dept., new position is Executive Officer, CFO, General Manager of Accounting & Finance Dept. with responsibility for Group Management Dept. and Corporate Planning Dept. Kazunori Yukimoto, currently General Manager of Sakai Factory, Production & Technology Div. and General Manager of Production & Technology Supervisory Dept., Specialty Products Div., new position is Executive Officer, Deputy General Manager of Production & Technology Div. and General Manager of Ube Chemical Factory. Ryo Kawamura, currently General Manager, Legal Dept., new position is Executive Officer, General Manager of Legal Dept., with responsibility for Risk Management Dept., Human Resources Dept. and General Affairs Dept. Shinya Takahashi, currently General Manager, Corporate Planning Dept., new position is Executive Officer, Deputy General Manager of Specialty Products Div. Newly promoted Executive Officers (as of April 1, 2023). Keiichi Nagata, currently Managing Executive Officer, General Manager, Specialty Products Div., new position is Senior Managing Executive Officer, General Manager, Specialty Products Div. Yoichi Funayama, currently Senior Executive Officer, General Manager, Pharmaceutical Div., new position is Managing Executive Officer, General Manager, Pharmaceutical Div. Futoshi Takase, currently Executive Officer, Deputy General Manager of Production & Technology Div. and General Manager of Ube Chemical Factory, new position is Senior Executive Officer, with responsibility for Environment & Safety Dept., Quality Assurance Dept., Purchasing & Logistics Dept. and Ube Corporate Service Dept. Changes to assignments (as of April 1, 2023): Hideo Tamada, currently Senior Managing Executive Officer, CRO, CCO, with responsibility for Risk Management Dept., Human Resources Dept., General Affairs Dept. and Legal Dept., new position is Senior Managing Executive Officer, CRO, CCO, in charge of Risk Management Dept., Human Resources Dept., General Affairs Dept. and Legal Dept. Stepping down as Executive Officer (as of March 31, 2023): Masayuki Fujii, Managing Executive Officer, with responsibility for Group Management Dept., Corporate Planning Dept., Accounting & Finance Dept. and Back Office Optimization Project (Exclusive duty for Director after April 1) Hidetsune Miura, Senior Executive Officer, with responsibility for Environment & Safety Dept., Quality Assurance Dept., Purchasing & Logistics Dept. and Ube Corporate Service Dept. (to be appointed as the President and Representative Director of UBE LOGISTIC SERVICE, LTD. as of April 1) Masarou Suehiro, Executive Officer, with responsibility for Auditing Dept. (to be appointed as a Director, Senior Managing Executive Officer of UBE EXSYMO CO., LTD. as of April 1).
Reported Earnings • Feb 05Third quarter 2023 earnings released: JP¥8.39 loss per share (vs JP¥88.13 profit in 3Q 2022)Third quarter 2023 results: JP¥8.39 loss per share (down from JP¥88.13 profit in 3Q 2022). Revenue: JP¥123.6b (down 27% from 3Q 2022). Net loss: JP¥814.0m (down 110% from profit in 3Q 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has fallen by 4% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • Feb 03+ 2 more updatesUBE Corporation to Report Q4, 2023 Results on May 12, 2023UBE Corporation announced that they will report Q4, 2023 results at 3:00 PM, Tokyo Standard Time on May 12, 2023
Board Change • Jan 11Less 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 Takefumi Fukumizu was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Dec 21UBE Corporation Announces Resignation of Tetsuro Higashi, Outside Director, Effective January 4, 2023UBE Corporation has announced that an outside director of the company will resign effective January 4, 2023. Resigning Director: Tetsuro Higashi, Outside Director, Date of resignation: January 4, 2023, Reason for resignation: Difficulty in holding concurrent positions due to the appointment as the Chairman of Leading-edge Semiconductor Technology Center (LSTC).
Reported Earnings • Nov 16Second quarter 2023 earnings released: JP¥62.67 loss per share (vs JP¥48.60 profit in 2Q 2022)Second quarter 2023 results: JP¥62.67 loss per share (down from JP¥48.60 profit in 2Q 2022). Revenue: JP¥128.6b (down 20% from 2Q 2022). Net loss: JP¥6.08b (down 227% from profit in 2Q 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 06Second quarter 2023 earnings released: JP¥62.67 loss per share (vs JP¥48.60 profit in 2Q 2022)Second quarter 2023 results: JP¥62.67 loss per share (down from JP¥48.60 profit in 2Q 2022). Revenue: JP¥128.6b (down 20% from 2Q 2022). Net loss: JP¥6.08b (down 227% from profit in 2Q 2022). Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Nov 05+ 1 more updateUBE Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023UBE Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 547,000 million. Operating profit to be JPY 29,000 million. Profit attributable to owners of parent to be JPY 2,000 million. Net income per share JPY 20.63.
お知らせ • Nov 02UBE Corporation Revises Earnings Guidance for the First Half Ended September 30, 2022 and Full Year Ending March 31, 2023UBE Corporation revised earnings guidance for the first half ended September 30, 2022 and full year ending March 31, 2023. For the first half ended September 30, 2022, the company now expects net sales to be JPY 244.8 billion, operating profit to be JPY 8.5 billion, loss attributable to owners of parent to be JPY 0.3 billion or JPY 3.10 per share against previous forecast of net sales of JPY 261.0 billion, operating profit of JPY 10.0 billion, profit attributable to owners of parent of JPY 1.5 billion or JPY 15.49 per share.For the full year ending March 31, 2023, the company now expects net sales to be JPY 547.0 billion, operating profit to be JPY 29.0 billion, profit attributable to owners of parent to be JPY 2.0 billion or JPY 20.63 per share against previous forecast of net sales of JPY 557.0 billion, operating profit of JPY 32.0 billion, profit attributable to owners of parent of JPY 15.0 billion or JPY 154.88 per share.
お知らせ • Sep 27Santen Inc. and UBE Corporation Receives FDA Approval for OMLONTI(R) (Omidenepag Isopropyl Ophthalmic Solution) 0.002% for the Reduction of Elevated Intraocular Pressure in Patients with Primary Open-Angle Glaucoma or Ocular HypertensionSanten Inc. and UBE Corporation (UBE) announced that the U.S. Food and Drug Administration (FDA) has approved OMLONTI (omidenepag isopropyl ophthalmic solution) 0.002% eye drops for the reduction of elevated intraocular pressure (IOP) in patients with primary open-angle glaucoma or ocular hypertension. The approval date was September 22. OMLONTI is developed jointly by Santen and UBE. Omidenepag isopropyl, the active pharmaceutical ingredient in OMLONTI, developed by UBE, is a relatively selective prostaglandin EP2 receptor agonist, which increases aqueous humor drainage through the conventional (or trabecular) and uveoscleral outflow pathways, and the only product with this pharmacological action. OMLONTI was launched in Japan as Eybelis ophthalmic solution 0.002% in November 2018, and was filed for marketing approval in Asian countries in stages. The product was released in five countries and regions beginning in February 2021. OMLONTI was evaluated in three randomized and controlled clinical trials in subjects with open-angle glaucoma or ocular hypertension with average baseline IOP of 24-26 mm Hg. The double-masked treatment duration was three months in all three studies. The third study included a 9-month open-label treatment period following the 3-month double-masked treatment period. In the three studies, IOP reductions were observed for all treatment arms. In the OMLONTI arm, the reduction in IOP ranged from 5-7 mm Hg across all three studies. The corresponding reductions for the timolol and latanoprost arms were 5-7 mm Hg and 6-8 mm Hg, respectively. Glaucoma causes damage to the optic nerve resulting in visual field loss, and remains a leading cause of irreversible blindness worldwide. 2 Since the disease is generally progressive, early detection and treatment to control the progression are crucial, and lowering IOP is the most effective means of avoiding damage to the optic nerve. The estimated number of patients globally in 2020 was 76 million, and it is expected to increase to 95 million by 2030. 3 Primary open-angle glaucoma is the most common type of glaucoma. Ocular hypertension, which affects millions, can lead to glaucoma and vision loss if untreated.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 36% but the company is paying out more than the cash it is generating. Trailing yield: 4.9%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.1%).
お知らせ • Aug 06+ 2 more updatesUBE Corporation Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2023UBE Corporation provided year-end dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay year-end dividend of JPY 50.00 per share against JPY 50.00 per share paid for the same period a year ago.
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥59.25 (vs JP¥47.31 in 1Q 2022)First quarter 2023 results: EPS: JP¥59.25 (up from JP¥47.31 in 1Q 2022). Revenue: JP¥116.2b (down 21% from 1Q 2022). Net income: JP¥5.74b (up 21% from 1Q 2022). Profit margin: 4.9% (up from 3.3% in 1Q 2022). The increase in margin was driven by lower expenses. Over the next year, revenue is expected to shrink by 21% compared to a 3.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% 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 • Jun 28UBE Corp American Depositary Receipts - Unsponsored to Be Deleted from Other OTCUBE CORPORATION American Depositary Receipts - Unsponsored will be deleted from Other OTC effective June 28, 2022. The deletion is due to ADR /GDR Program Terminated.
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥249 (vs JP¥227 in FY 2021)Full year 2022 results: EPS: JP¥249 (up from JP¥227 in FY 2021). Revenue: JP¥655.3b (up 6.7% from FY 2021). Net income: JP¥24.5b (up 6.8% from FY 2021). Profit margin: 3.7% (in line with FY 2021). Over the next year, revenue is expected to shrink by 29% compared to a 6.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.
お知らせ • May 13+ 2 more updatesUbe Corporation Provides Consolidated Earnings Guidance for the Period Ending September 2022 and March 31, 2023UBE Corporation provided consolidated earnings guidance for the period ending September 2022 and March 31, 2023. For the period ending September 2022, the company expects the Net sales of JPY 247,000 million. Operating profit of JPY 12,500 million. Profit attributable to owners of parent of JPY 6,500 million. Net income per share of JPY 36.15 per share. For the period ending March 31, 2023, the company expects the Net sales of JPY 510,000 million. Operating profit of JPY 34,500 million. Profit attributable to owners of parent of JPY 21,000 million. Net income per share of JPY 216.93 per share.
Board Change • May 08Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Outside Director Tadahiko Fukuhara 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. Insufficient board refreshment.
お知らせ • Apr 26+ 2 more updatesUBE Corporation to Report Q2, 2023 Results on Nov 04, 2022UBE Corporation announced that they will report Q2, 2023 results on Nov 04, 2022
お知らせ • Apr 07UBE Corporation to Report Fiscal Year 2022 Results on May 12, 2022UBE Corporation announced that they will report fiscal year 2022 results on May 12, 2022
お知らせ • Feb 09Ube Industries, Ltd. Announces Appointment of Makoto Koyama as Director, Effective April 1, 2022Ube Industries, Ltd. has announced that the company's Board of Directors decided appointment of Makoto Koyama as director. Reason of Change is Change of management structure after April 1. Current Title is Representative Director, Senior Managing Executive Officer.
お知らせ • Feb 08+ 1 more updateUbe Industries, Ltd. Announces Abolishment of Construction Materials Company and Machinery Company and Eliminates Osaka BranchUbe Industries, Ltd. announced that Construction Materials Company and Machinery Company will be abolished. Date of Issue: April 1, 2022 and Eliminate Osaka Branch.
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥88.13 (up from JP¥86.03 in 3Q 2021). Revenue: JP¥169.9b (up 6.9% from 3Q 2021). Net income: JP¥8.55b (down 1.7% from 3Q 2021). Profit margin: 5.0% (down from 5.5% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.9%. Over the next year, revenue is expected to shrink by 28% compared to a 5.9% growth forecast for the industry in Germany. 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 7% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 02+ 1 more updateUbe Industries, Ltd. Announces Dividend for Second Quarter Ended April 2021-March 2022; Provides Dividend Guidance for the Year Ending March 31, 2022Ube Industries, Ltd. announced dividend of JPY 45.00 per share for the second quarter ended April, 2021 - March, 2022 compared to JPY 45.00 per share paid a year ago.For the year end, the company expects to pay year end dividend of JPY 45.00 per share for the year ending March, 2022 compared to JPY 45.00 per share paid for the same period a year ago.
Reported Earnings • Nov 03Second quarter 2022 earnings released: EPS JP¥47.95 (vs JP¥15.85 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥153.3b (up 6.6% from 2Q 2021). Net income: JP¥4.77b (up 198% from 2Q 2021). Profit margin: 3.1% (up from 1.1% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 4.0%. Within top quartile of German dividend payers (3.2%). In line with average of industry peers (3.7%).
お知らせ • Aug 05Ube Industries, Ltd. Provides Consolidated Earnings Guidance for the Six Months Ended September 2021 and Fiscal Year Ending March 31, 2022Ube Industries, Ltd. provided consolidated earnings guidance for the six months ended September 2021 and fiscal year ending March 31, 2022. For the six months ended September 2021, the company expects net sales to be of JPY 270,000 million. Operating profit expected to be of JPY 13,500 million. Profit attributable to owners of parent expected to be of JPY 5,500 million. Net income per share expected to be of JPY 55.00. For the Fiscal year ending March 31, 2022, the company expects net sales to be of JPY 570,000 million. Operating profit expected to be of JPY 37,000 million. Profit attributable to owners of parent expected to be of JPY 21,000 million. Net income per share expected to be of JPY 210.67.
Reported Earnings • Aug 04First quarter 2022 earnings released: EPS JP¥47.31 (vs JP¥13.16 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥146.3b (up 7.5% from 1Q 2021). Net income: JP¥4.76b (up JP¥6.09b from 1Q 2021). Profit margin: 3.3% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% 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.
Reported Earnings • May 13Full year 2021 earnings released: EPS JP¥227 (vs JP¥227 in FY 2020)The company reported a mediocre full year result with weaker revenues, although earnings were flat and profit margins improved. Full year 2021 results: Revenue: JP¥613.9b (down 8.1% from FY 2020). Net income: JP¥22.9b (flat on FY 2020). Profit margin: 3.7% (up from 3.4% 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 20% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
お知らせ • May 13+ 2 more updatesUbe Industries, Ltd. Provides Consolidated Earnings Guidance for the Six Months Ended September 2021 and Fiscal Year Ending March 31, 2022Ube Industries, Ltd. provided consolidated earnings guidance for the six months ended September 2021 and fiscal year ending March 31, 2022. For the six months ended September 2021, the company expects net sales to be of JPY 270,000 million. Operating profit expected to be of JPY 13,500 million. Profit attributable to owners of parent expected to be of JPY 5,500 million. Net income per share expected to be of JPY 54.38. For the Fiscal year ending March 31, 2022, the company expects net sales to be of JPY 570,000 million. Operating profit expected to be of JPY 37,000 million. Profit attributable to owners of parent expected to be of JPY 21,000 million. Net income per share expected to be of JPY 207.62.
お知らせ • Apr 27Ube Industries, Ltd. Revises Consolidated Earnings Guidance for the Full Year of the Fiscal Year Ended March 31, 2021Ube Industries, Ltd. revised consolidated earnings guidance for the full year of the fiscal year ended March 31, 2021. For period, the company revised net sales of JPY 613.8 billion compared to JPY 592.0 billion provided previously, operating profit of JPY 25.9 billion compared to JPY 21.5 billion provided previously, profit attributable to owners of parent of JPY 22.9 billion compared to JPY 13.0 billion provided previously and net income per share of JPY 226.43 compared to JPY 128.54 provided previously.
Upcoming Dividend • Mar 24Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.6%. Within top quartile of German dividend payers (3.3%). In line with average of industry peers (3.6%).
Is New 90 Day High Low • Mar 05New 90-day high: €17.90The company is up 21% from its price of €14.80 on 04 December 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 12% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €20.94 per share.
お知らせ • Mar 04Ube Industries, Ltd. to Report Fiscal Year 2021 Results on May 12, 2021Ube Industries, Ltd. announced that they will report fiscal year 2021 results on May 12, 2021
Reported Earnings • Feb 04Third quarter 2021 earnings released: EPS JP¥86.03 (vs JP¥43.40 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥158.9b (down 2.4% from 3Q 2020). Net income: JP¥8.70b (up 98% from 3Q 2020). Profit margin: 5.5% (up from 2.7% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 23% 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.