and ST HDLtd(1E0)株式概要株式会社アダストリアは、日本における衣料品・雑貨の企画・製造・販売を行っている。 詳細1E0 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績2/6財務の健全性6/6配当金4/6報酬株価収益率( 15.1 x) German市場( 16.9 x)を下回っています。収益は年間8.92%増加すると予測されています リスク分析不安定な配当実績 すべてのリスクチェックを見る1E0 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value€Current Price€16.2011.0% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-693m376b2016201920222025202620282031Revenue JP¥375.6bEarnings JP¥11.7bAdvancedSet Fair ValueView all narrativesand ST HD Co.,Ltd. 競合他社ZalandoSymbol: XTRA:ZALMarket cap: €5.1bPlatform Group SE KGaASymbol: XTRA:TPG0Market cap: €64.8mDouglasSymbol: XTRA:DOUMarket cap: €906.8mHORNBACH Holding KGaASymbol: XTRA:HBHMarket cap: €1.3b価格と性能株価の高値、安値、推移の概要and ST HDLtd過去の株価現在の株価JP¥16.2052週高値JP¥18.2052週安値JP¥14.30ベータ-0.241ヶ月の変化4.52%3ヶ月変化3.85%1年変化-4.71%3年間の変化-7.95%5年間の変化15.71%IPOからの変化9.09%最新ニュースBoard Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Etsuko Shakespeare was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 06and ST HD Co.,Ltd., Annual General Meeting, May 27, 2026and ST HD Co.,Ltd., Annual General Meeting, May 27, 2026.お知らせ • Jan 21+ 1 more updateand ST HD Co.,Ltd. Announces Management Changes, Effective March 1, 2026 (Tentative)and ST HD Co.,Ltd., at its board meeting held on January 21, 2026, approved a resolution to make the following change in representative director. Taiki Fukuda's designation has been changed from Senior Managing Director to Representative Director and Osamu Kimura's designation has been changed from Representative Director and to Directors. Name: Taiki Fukuda. Date of Birth: April 11, 1978. Career Highlights: March 2004 - Joined IMS Co. Ltd.; April 2005 - Joined POINT INC. (currently and ST HD Co. Ltd.); March 2014 - General Manager, Overseas Division, Adastria Holdings Co. , Ltd. (currently and ST HD Co. Ltd.); May 2014 - Representative Director and President, Adastria Asia Co. Ltd.; March 2016 - General Manager, Communication Design Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); March 2017 - General Manager, Corporate Planning Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); May 2017 - Director and General Manager, Corporate Planning Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); March 2018 - Director, Adastria Co. Ltd. (currently and ST HD Co. Ltd.) Chairman, Management Board, Velvet, LLC; May 2018 - Director, Adastria General Support Co. Ltd. (currently WeOur Co. Ltd.); May 2019 - Director, Adastria Logistics Co. Ltd. (currently and ST Logistics Co. Ltd.); November 2021 - Representative Director, ADOORLINK Co. Ltd.; February 2022 - Management Board Member, Velvet, LLC; May 2024 - Senior Managing Director, Adastria Co. Ltd. (currently and ST HD Co. Ltd.; present position); September 2025 Director, and ST Co. Ltd. (present position) Director, Adastria Co. Ltd. (present position) Director, ELEMENT RULE Co. Ltd. (present position). Transition Date (Tentative): March 1, 2026.お知らせ • Apr 16+ 2 more updatesAdastria Co., Ltd. to Report Q1, 2026 Results on Jun 30, 2025Adastria Co., Ltd. announced that they will report Q1, 2026 results on Jun 30, 2025お知らせ • Apr 04Adastria Co., Ltd., Annual General Meeting, May 29, 2025Adastria Co., Ltd., Annual General Meeting, May 29, 2025.お知らせ • Apr 03ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) acquired Karrimor International Limited.ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) acquired Karrimor International Limited on March 31, 2025. With this acquisition, Adastria will begin developing the outdoor brand Karrimor through a joint venture with Itochu Corporation. ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) completed the acquisition of Karrimor International Limited on March 31, 2025.最新情報をもっと見るRecent updatesBoard Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Etsuko Shakespeare was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Apr 06and ST HD Co.,Ltd., Annual General Meeting, May 27, 2026and ST HD Co.,Ltd., Annual General Meeting, May 27, 2026.お知らせ • Jan 21+ 1 more updateand ST HD Co.,Ltd. Announces Management Changes, Effective March 1, 2026 (Tentative)and ST HD Co.,Ltd., at its board meeting held on January 21, 2026, approved a resolution to make the following change in representative director. Taiki Fukuda's designation has been changed from Senior Managing Director to Representative Director and Osamu Kimura's designation has been changed from Representative Director and to Directors. Name: Taiki Fukuda. Date of Birth: April 11, 1978. Career Highlights: March 2004 - Joined IMS Co. Ltd.; April 2005 - Joined POINT INC. (currently and ST HD Co. Ltd.); March 2014 - General Manager, Overseas Division, Adastria Holdings Co. , Ltd. (currently and ST HD Co. Ltd.); May 2014 - Representative Director and President, Adastria Asia Co. Ltd.; March 2016 - General Manager, Communication Design Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); March 2017 - General Manager, Corporate Planning Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); May 2017 - Director and General Manager, Corporate Planning Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); March 2018 - Director, Adastria Co. Ltd. (currently and ST HD Co. Ltd.) Chairman, Management Board, Velvet, LLC; May 2018 - Director, Adastria General Support Co. Ltd. (currently WeOur Co. Ltd.); May 2019 - Director, Adastria Logistics Co. Ltd. (currently and ST Logistics Co. Ltd.); November 2021 - Representative Director, ADOORLINK Co. Ltd.; February 2022 - Management Board Member, Velvet, LLC; May 2024 - Senior Managing Director, Adastria Co. Ltd. (currently and ST HD Co. Ltd.; present position); September 2025 Director, and ST Co. Ltd. (present position) Director, Adastria Co. Ltd. (present position) Director, ELEMENT RULE Co. Ltd. (present position). Transition Date (Tentative): March 1, 2026.お知らせ • Apr 16+ 2 more updatesAdastria Co., Ltd. to Report Q1, 2026 Results on Jun 30, 2025Adastria Co., Ltd. announced that they will report Q1, 2026 results on Jun 30, 2025お知らせ • Apr 04Adastria Co., Ltd., Annual General Meeting, May 29, 2025Adastria Co., Ltd., Annual General Meeting, May 29, 2025.お知らせ • Apr 03ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) acquired Karrimor International Limited.ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) acquired Karrimor International Limited on March 31, 2025. With this acquisition, Adastria will begin developing the outdoor brand Karrimor through a joint venture with Itochu Corporation. ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) completed the acquisition of Karrimor International Limited on March 31, 2025.お知らせ • Feb 27Adastria Co., Ltd. to Report Fiscal Year 2025 Results on Apr 04, 2025Adastria Co., Ltd. announced that they will report fiscal year 2025 results on Apr 04, 2025お知らせ • Feb 14Adastria Co., Ltd. Announces Directorate RetirementsAdastria Co., Ltd. announced the retirement of Hiromi Horie and Kazuo Nishiyama as Outside Directors. Scheduled to retire at the conclusion of the 75th Ordinary General Meeting of Shareholders scheduled for May 2025.Buy Or Sell Opportunity • Oct 23Now 20% undervaluedOver the last 90 days, the stock has risen 20% to €22.60. The fair value is estimated to be €28.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 6.7% in the next 2 years.Declared Dividend • Oct 23First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th February 2025 Payment date: 8th May 2025 Dividend yield will be 244%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Oct 02First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th February 2025 Payment date: 8th May 2025 Dividend yield will be 265%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Oct 01Second quarter 2025 earnings released: EPS: JP¥55.04 (vs JP¥57.80 in 2Q 2024)Second quarter 2025 results: EPS: JP¥55.04 (down from JP¥57.80 in 2Q 2024). Revenue: JP¥70.2b (up 9.0% from 2Q 2024). Net income: JP¥2.54b (down 3.3% from 2Q 2024). Profit margin: 3.6% (down from 4.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 23 October 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.4%).Declared Dividend • Jul 25Dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th August 2024 Payment date: 23rd October 2024 Dividend yield will be 189%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 30First quarter 2025 earnings released: EPS: JP¥97.27 (vs JP¥98.41 in 1Q 2024)First quarter 2025 results: EPS: JP¥97.27 (down from JP¥98.41 in 1Q 2024). Revenue: JP¥74.0b (up 8.1% from 1Q 2024). Net income: JP¥4.41b (down 1.3% from 1Q 2024). Profit margin: 6.0% (down from 6.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jun 06Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th August 2024 Payment date: 23rd October 2024 Dividend yield will be 165%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Jun 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Kazuhiko Ebihara was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buy Or Sell Opportunity • May 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to €20.60. The fair value is estimated to be €25.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 3.0% per annum over the same time period.Reported Earnings • Apr 05Full year 2024 earnings released: EPS: JP¥298 (vs JP¥166 in FY 2023)Full year 2024 results: EPS: JP¥298 (up from JP¥166 in FY 2023). Revenue: JP¥275.6b (up 14% from FY 2023). Net income: JP¥13.5b (up 79% from FY 2023). Profit margin: 4.9% (up from 3.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 05Adastria Co., Ltd. Proposes Dividend Guidance for the for Fiscal Year Ending February 28, 2025Adastria Co., Ltd. proposed dividend guidance of JPY 55 for the for Fiscal year ending February 28, 2025.お知らせ • Apr 04+ 2 more updatesAdastria Co., Ltd. Announces Dividend for the Year 2023Adastria Co., Ltd. announced dividend of JPY 50 per share for the year 2023. Record date of February 29, 2024. Effective date of May 8, 2024.お知らせ • Mar 23Adastria Co., Ltd. (TSE:2685) entered into a letter of intent to acquire remaining 49% stake in Zetton Inc. (NSE:3057) from a group of shareholders.Adastria Co., Ltd. (TSE:2685) entered into a letter of intent to acquire remaining 49% stake in Zetton Inc. (NSE:3057) from a group of shareholders on December 27, 2023. Adastria Co., Ltd. (TSE:2685) entered into a share exchange agreement to acquire remaining 49% stake in Zetton Inc. (NSE:3057) from a group of shareholders for ¥4.4 billion on March 21, 2024. Shares of zetton, which will become a wholly owned subsidiary of Adastria, will be delisted on May 30, 2024 (last trading date to be May 29, 2024) after completion of the designated procedures pursuant to the Nagoya Stock Exchange delisting regulations. To make Zetton a wholly owned subsidiary, Adastria will deliver common shares of Adastria to the minority shareholders of Zetton as consideration. The board of Adastria and Zetton held a meeting to resolved to conduct the share exchange on March 21, 2024 and subsequently the agreement was signed. The transaction is subject to the approval of the agreement by a resolution of the zetton Ordinary General Meeting of Shareholders to be held on April 25, 2024. A Special Committee consisting of independent members who have no interest in the controlling shareholder Adastria has been formed. The board of directors shall make its decisions with the utmost respect for the contents of the committee report. The transaction is expected to close on June 1, 2024. iwaida partners is acting as the legal advisor to Zetton Inc. (NSE:3057) and SATO & Partners is acting the legal advisor to Adastria Co., Ltd. (TSE:2685). AGS Consulting Co., Ltd. acted as the financial and due diligence provider to Zetton.Upcoming Dividend • Feb 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 10 May 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.3%).お知らせ • Feb 17+ 4 more updatesAdastria Co., Ltd. to Report Q3, 2025 Results on Dec 27, 2024Adastria Co., Ltd. announced that they will report Q3, 2025 results on Dec 27, 2024お知らせ • Jan 31Adastria Co., Ltd. to Report Fiscal Year 2024 Results on Apr 04, 2024Adastria Co., Ltd. announced that they will report fiscal year 2024 results on Apr 04, 2024Reported Earnings • Jan 02Third quarter 2024 earnings released: EPS: JP¥97.96 (vs JP¥82.09 in 3Q 2023)Third quarter 2024 results: EPS: JP¥97.96 (up from JP¥82.09 in 3Q 2023). Revenue: JP¥70.4b (up 9.2% from 3Q 2023). Net income: JP¥4.45b (up 19% from 3Q 2023). Profit margin: 6.3% (up from 5.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 04Adastria Co., Ltd. to Report Q3, 2024 Results on Dec 29, 2023Adastria Co., Ltd. announced that they will report Q3, 2024 results on Dec 29, 2023Reported Earnings • Oct 01Second quarter 2024 earnings released: EPS: JP¥57.80 (vs JP¥12.79 in 2Q 2023)Second quarter 2024 results: EPS: JP¥57.80 (up from JP¥12.79 in 2Q 2023). Revenue: JP¥64.4b (up 18% from 2Q 2023). Net income: JP¥2.63b (up 353% from 2Q 2023). Profit margin: 4.1% (up from 1.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Germany.お知らせ • Sep 29+ 1 more updateAdastria Co., Ltd. Approves an Interim Dividend for the Fiscal Year Ending February 29, 2024, Effective October 10, 2023; Provides Dividend Guidance for the Full Year of Fiscal Year Ending February 29, 2024Adastria Co., Ltd. announced that at its board meeting held on September 29, 2023, approved an interim dividend of JPY 35.00 per share for the fiscal year ending February 29, 2024. Record date is August 31, 2023. Effective date is October 10, 2023. Total dividend is JPY 1,597 million. For the full year of fiscal year ending February 29, 2024, the company expects to pay dividend of JPY 45.00 per share.Upcoming Dividend • Aug 23Upcoming dividend of JP¥30.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 24 October 2023. Payout ratio is a comfortable 31% and the cash payout ratio is 85%. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.8%).Buying Opportunity • Aug 09Now 20% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €22.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.お知らせ • Jul 30Adastria Co., Ltd. to Report Q2, 2024 Results on Sep 29, 2023Adastria Co., Ltd. announced that they will report Q2, 2024 results on Sep 29, 2023Reported Earnings • Jul 02First quarter 2024 earnings released: EPS: JP¥98.41 (vs JP¥73.23 in 1Q 2023)First quarter 2024 results: EPS: JP¥98.41 (up from JP¥73.23 in 1Q 2023). Revenue: JP¥68.5b (up 18% from 1Q 2023). Net income: JP¥4.46b (up 35% from 1Q 2023). Profit margin: 6.5% (up from 5.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany.Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥166 (vs JP¥109 in FY 2022)Full year 2023 results: EPS: JP¥166 (up from JP¥109 in FY 2022). Revenue: JP¥242.6b (up 20% from FY 2022). Net income: JP¥7.54b (up 53% from FY 2022). Profit margin: 3.1% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany.お知らせ • May 28Adastria Co., Ltd. to Report Q1, 2024 Results on Jun 30, 2023Adastria Co., Ltd. announced that they will report Q1, 2024 results on Jun 30, 2023Reported Earnings • Apr 06Full year 2023 earnings released: EPS: JP¥166 (vs JP¥109 in FY 2022)Full year 2023 results: EPS: JP¥166 (up from JP¥109 in FY 2022). Revenue: JP¥242.6b (up 20% from FY 2022). Net income: JP¥7.54b (up 53% from FY 2022). Profit margin: 3.1% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Germany.Upcoming Dividend • Feb 20Upcoming dividend of JP¥35.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).お知らせ • Feb 15+ 1 more updateAdastria Co., Ltd., Annual General Meeting, May 25, 2023Adastria Co., Ltd., Annual General Meeting, May 25, 2023.Reported Earnings • Jan 19Third quarter 2023 earnings released: EPS: JP¥82.09 (vs JP¥68.20 in 3Q 2022)Third quarter 2023 results: EPS: JP¥82.09 (up from JP¥68.20 in 3Q 2022). Revenue: JP¥64.4b (up 19% from 3Q 2022). Net income: JP¥3.72b (up 21% from 3Q 2022). Profit margin: 5.8% (up from 5.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in Germany.Board Change • Jan 13No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). Director Yoshiaki Kitamura was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Board Change • Jan 07No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). Director Yoshiaki Kitamura was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Dec 29+ 1 more updateAdastria Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2023Adastria Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2023. For the period, the company expected dividend of JPY 35 per share compared to JPY 30 per share paid a year ago.お知らせ • Nov 24Adastria Co., Ltd. to Report Q3, 2023 Results on Dec 29, 2022Adastria Co., Ltd. announced that they will report Q3, 2023 results on Dec 29, 2022お知らせ • Oct 08+ 2 more updatesAdastria Co., Ltd. Announces Changes in Accounting PoliciesAdastria Co., Ltd. announced changes in accounting policies. Application of Accounting Standards for Revenue Recognition: The Company has applied the Accounting Standard for Revenue Recognition (Accounting Standards Board of Japan (ASBJ) Statement No. 29, March 31, 2020) and other standards from the beginning of the first quarter of the current fiscal year. Based on these standards, revenue expected to be received in exchange for the provision of goods and services is recognized when the control of the goods and services is transferred to customers. In prior years, to prepare for the redemption of the points granted on sales to customers, the Adastria Group recorded a provision for point card certificates in an amount that reflects the performance of obligation related to the expected redemption of points in the future. The Company has changed to a method that recognizes the points granted as performance obligations, allocates the transaction price, and records it as contract liability. The application of the Accounting Standard for Revenue Recognition is pursuant to the transitional treatment set forth in the proviso of Paragraph 84 of this standard. The cumulative effect of the retrospective application, assuming the new accounting policy had been applied to periods prior to the beginning of the first quarter of the current fiscal year, was added to or subtracted from retained earnings at the beginning of the first quarter of the current fiscal year, and then the new accounting policy was applied beginning with this amount of retained earnings. As a result, compared with the previous accounting method, the application of the new standard resulted in reductions of JPY 1,179 million in sales, JPY 60 million in cost of sales, JPY 1,119 million in selling, general and administrative expenses. However, there were no effect on operating profit, ordinary profit and net income attributable to owners of the parent. In addition, the new standard reduced retained earnings at the beginning of the first half by JPY 114 million. In accordance with the transitional treatment set forth in Paragraph 89 -2 of the Accounting Standard for Revenue Recognition, reclassification based on the new presentation method has not been carried out for the previous fiscal year. Changes in valuation of inventories: The Company and certain consolidated subsidiaries previously valued its merchandise mainly at cost based on the specific identification method (the amount shown on the balance sheet was calculated by writing down the book value based on a decline in profitability). However, from the first quarter of the current fiscal year, the cost method has been changed to a cost method mainly based on the weighted average method (the value on the balance sheet is calculated by writing down the book value based on a decline in profitability). The valuation method was changed in view of further globalization of the Group 's business and taking the opportunity of upgrade of its backbone IT system. The effect of this change is insignificant. Accounting for leases: Application of ASC No. 842 [Leases]: Foreign subsidiaries, that have adopted the U.S. accounting standards, have started app lying US GAAP ASC No. 842, Leases (ASC No. 842) standard from the first quarter of the current fiscal year. The cumulative effect of the adoption of ASC No. 842 is recognized at the date of adoption and is an adjustment to retained earnings and lease liabilities related to the right-of-use assets at the beginning of the first quarter of the current fiscal year. The effect of this change on profit in the first half of the current fiscal year is insignificant. Application of the Accounting Standard for Measurement of Fair Value: The Company has applied the Accounting Standard for Measurement of Fair Value, etc. (ASBJ Statement No. 30, July 4, 2019) from the beginning of the first quarter of the current fiscal year, and has applied the new accounting policies set forth by the Accounting Standard for Measurement of Fair Value, etc. prospectively in accordance with the transitional treatment in Paragraph 19 of the Accounting Standard for Measurement of Fair Value and Paragraph 44-2 of the Accounting Standard for Financial Instruments (ASBJ Statement No. 10, July 4, 2019). There is no effect of the application of these standards on the quarterly consolidated financial statements.Upcoming Dividend • Aug 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 21 October 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.1%).お知らせ • Jul 31Adastria Co., Ltd. to Report Q2, 2023 Results on Oct 07, 2022Adastria Co., Ltd. announced that they will report Q2, 2023 results on Oct 07, 2022Reported Earnings • Jul 10First quarter 2023 earnings released: EPS: JP¥73.23 (vs JP¥5.95 in 1Q 2022)First quarter 2023 results: EPS: JP¥73.23 (up from JP¥5.95 in 1Q 2022). Revenue: JP¥58.0b (up 25% from 1Q 2022). Net income: JP¥3.31b (up JP¥3.04b from 1Q 2022). Profit margin: 5.7% (up from 0.6% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.7%, compared to a 8.4% growth forecast for the industry in Germany.お知らせ • Jul 09+ 1 more updateAdastria Co., Ltd. Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal year Ending February 28, 2023Adastria Co., Ltd. provided dividend guidance for the second quarter and full year of fiscal year ending February 28, 2023. For the quarter, the company expects dividend of JPY 25.00 per share against JPY 25.00 per share for the same period a year ago.For the year, the company expects dividend of JPY 30.00 per share against JPY 30.00 per share for the same period a year ago.Reported Earnings • Jun 02Full year 2022 earnings released: EPS: JP¥109 (vs JP¥14.87 loss in FY 2021)Full year 2022 results: EPS: JP¥109 (up from JP¥14.87 loss in FY 2021). Revenue: JP¥201.6b (up 9.6% from FY 2021). Net income: JP¥4.92b (up JP¥5.61b from FY 2021). Profit margin: 2.4% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 13%, compared to a 9.7% growth forecast for the retail industry in Germany.お知らせ • May 14Adastria Co., Ltd. to Report Q1, 2022 Results on Jul 08, 2022Adastria Co., Ltd. announced that they will report Q1, 2022 results on Jul 08, 2022Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. No independent directors (9 non-independent directors). Director Yoshiaki Kitamura was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Apr 14Full year 2022 earnings released: EPS: JP¥109 (vs JP¥14.87 loss in FY 2021)Full year 2022 results: EPS: JP¥109 (up from JP¥14.87 loss in FY 2021). Revenue: JP¥201.6b (up 9.6% from FY 2021). Net income: JP¥4.92b (up JP¥5.61b from FY 2021). Profit margin: 2.4% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 13% growth forecast for the retail industry in Germany.お知らせ • Apr 14+ 2 more updatesAdastria Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending February 28, 2023Adastria Co., Ltd. provided earnings guidance for the fiscal year ending February 28, 2023. For the period, the company expects Net sales of JPY 230,000 million, Operating profit of JPY 10,000 million, Net income attributable to owners of the parent of JPY 6,300 million and Net income per share of JPY 139.23.お知らせ • Feb 24Adastria Co., Ltd. to Report Fiscal Year 2022 Results on Apr 13, 2022Adastria Co., Ltd. announced that they will report fiscal year 2022 results on Apr 13, 2022Upcoming Dividend • Feb 18Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 11 May 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.3%).Reported Earnings • Dec 28Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥68.20 (down from JP¥78.82 in 3Q 2021). Revenue: JP¥54.1b (up 1.8% from 3Q 2021). Net income: JP¥3.09b (down 16% from 3Q 2021). Profit margin: 5.7% (down from 6.9% in 3Q 2021). Revenue missed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 9.9%, compared to a 16% growth forecast for the industry in Germany.お知らせ • Dec 28Adastria Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2022Adastria Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2022. For the year, the company expects net sales of JPY 219,000 million, operating profit of JPY 6,500 million and net income attributable to owners of the parent of JPY 3,800 million or JPY 84.14 per share.Reported Earnings • Oct 01Second quarter 2022 earnings released: EPS JP¥3.96 (vs JP¥25.87 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥46.2b (flat on 2Q 2021). Net income: JP¥179.0m (down 85% from 2Q 2021). Profit margin: 0.4% (down from 2.6% in 2Q 2021).Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to €15.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Specialty Retail industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €28.78 per share.Upcoming Dividend • Aug 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 21 October 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (2.3%).Reported Earnings • Jul 03First quarter 2022 earnings released: EPS JP¥5.95 (vs JP¥78.11 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¥46.4b (up 39% from 1Q 2021). Net income: JP¥269.0m (up JP¥3.95b from 1Q 2021). Profit margin: 0.6% (up from net loss in 1Q 2021).お知らせ • Jul 01Adastria Co., Ltd. Reports Impairment Loss for the First Quarter Ended May 31, 2021Adastria Co., Ltd. reported impairment loss for the first quarter ended May 31, 2021. For the first quarter, the company reported impairment loss of JPY 127 million against JPY 88 million a year ago.お知らせ • Jun 30Adastria Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2022Adastria Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2022. For the year, the company expects net sales of JPY 219,000 million, operating profit of JPY 6,500 million and net income attributable to owners of the parent of JPY 3,800 million or JPY 84.14 per share.Reported Earnings • Jun 03Full year 2021 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥183.9b (down 17% from FY 2020). Net loss: JP¥693.0m (down 111% from profit in FY 2020).お知らせ • Apr 16Adastria Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2022Adastria Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2022. For the year, the company expects net sales of JPY 219,000 million, operating profit of JPY 6,500 million, net income attributable to owners of the parent of JPY 3,800 million and net income per share of JPY 84.14.Reported Earnings • Apr 07Full year 2021 earnings released: JP¥14.87 loss per share (vs JP¥135 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥183.9b (down 17% from FY 2020). Net loss: JP¥693.0m (down 111% from profit in FY 2020).お知らせ • Feb 28Adastria Co., Ltd. to Report Fiscal Year 2021 Results on Apr 05, 2021Adastria Co., Ltd. announced that they will report fiscal year 2021 results on Apr 05, 2021Analyst Estimate Surprise Post Earnings • Jan 18Revenue misses expectationsRevenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 7.9%, compared to a 7.6% growth forecast for the Specialty Retail industry in Germany.Reported Earnings • Jan 16Third quarter 2021 earnings released: EPS JP¥78.82The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥53.2b (down 3.9% from 3Q 2020). Net income: JP¥3.69b (up 48% from 3Q 2020). Profit margin: 6.9% (up from 4.5% in 3Q 2020). The increase in margin was driven by lower expenses.Reported Earnings • Dec 30Third quarter 2021 earnings released: EPS JP¥78.82The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥53.2b (down 3.9% from 3Q 2020). Net income: JP¥3.69b (up 48% from 3Q 2020). Profit margin: 6.9% (up from 4.5% in 3Q 2020). The increase in margin was driven by lower expenses.Analyst Estimate Surprise Post Earnings • Dec 30Revenue misses expectationsRevenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 7.9%, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany.株主還元1E0DE Specialty RetailDE 市場7D0.6%3.5%3.2%1Y-4.7%-16.2%2.5%株主還元を見る業界別リターン: 1E0過去 1 年間で-16.2 % の収益を上げたGerman Specialty Retail業界を上回りました。リターン対市場: 1E0は、過去 1 年間で2.5 % のリターンを上げたGerman市場を下回りました。価格変動Is 1E0's price volatile compared to industry and market?1E0 volatility1E0 Average Weekly Movement4.1%Specialty Retail Industry Average Movement5.1%Market Average Movement6.1%10% most volatile stocks in DE Market13.3%10% least volatile stocks in DE Market2.7%安定した株価: 1E0 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 1E0の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト19536,944Taiki Fukudawww.andst-hd.co.jp株式会社アダストリアは、日本で衣料品・雑貨の企画・製造・販売を行っている。婦人服、紳士服、子供服、家庭用品を様々なブランドで展開。また、レストランや店舗の運営、在庫処分やサンプル品などの再販事業、カジュアルウェアのライセンス事業も行っている。旧社名はアダストリアホールディングス株式会社で、2013年9月に株式会社アダストリアに商号変更した。株式会社アダストリアは1953年に設立され、東京に本社を置いている。もっと見るand ST HD Co.,Ltd. 基礎のまとめand ST HDLtd の収益と売上を時価総額と比較するとどうか。1E0 基礎統計学時価総額€777.84m収益(TTM)€51.42m売上高(TTM)€1.65b15.1xPER(株価収益率0.5xP/Sレシオ1E0 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計1E0 損益計算書(TTM)収益JP¥304.35b売上原価JP¥138.24b売上総利益JP¥166.11bその他の費用JP¥156.61b収益JP¥9.50b直近の収益報告Feb 28, 2026次回決算日Jun 30, 2026一株当たり利益(EPS)205.91グロス・マージン54.58%純利益率3.12%有利子負債/自己資本比率0%1E0 の長期的なパフォーマンスは?過去の実績と比較を見る配当金2.9%現在の配当利回り44%配当性向View Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/24 17:50終値2026/05/22 00:00収益2026/02/28年間収益2026/02/28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and ST HD Co.,Ltd. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17 アナリスト機関Arashi NishizawaBofA Global ResearchChiaki HirotaCitigroup IncJun KawaharaDaiwa Securities Co. Ltd.14 その他のアナリストを表示
Board Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Etsuko Shakespeare was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 06and ST HD Co.,Ltd., Annual General Meeting, May 27, 2026and ST HD Co.,Ltd., Annual General Meeting, May 27, 2026.
お知らせ • Jan 21+ 1 more updateand ST HD Co.,Ltd. Announces Management Changes, Effective March 1, 2026 (Tentative)and ST HD Co.,Ltd., at its board meeting held on January 21, 2026, approved a resolution to make the following change in representative director. Taiki Fukuda's designation has been changed from Senior Managing Director to Representative Director and Osamu Kimura's designation has been changed from Representative Director and to Directors. Name: Taiki Fukuda. Date of Birth: April 11, 1978. Career Highlights: March 2004 - Joined IMS Co. Ltd.; April 2005 - Joined POINT INC. (currently and ST HD Co. Ltd.); March 2014 - General Manager, Overseas Division, Adastria Holdings Co. , Ltd. (currently and ST HD Co. Ltd.); May 2014 - Representative Director and President, Adastria Asia Co. Ltd.; March 2016 - General Manager, Communication Design Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); March 2017 - General Manager, Corporate Planning Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); May 2017 - Director and General Manager, Corporate Planning Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); March 2018 - Director, Adastria Co. Ltd. (currently and ST HD Co. Ltd.) Chairman, Management Board, Velvet, LLC; May 2018 - Director, Adastria General Support Co. Ltd. (currently WeOur Co. Ltd.); May 2019 - Director, Adastria Logistics Co. Ltd. (currently and ST Logistics Co. Ltd.); November 2021 - Representative Director, ADOORLINK Co. Ltd.; February 2022 - Management Board Member, Velvet, LLC; May 2024 - Senior Managing Director, Adastria Co. Ltd. (currently and ST HD Co. Ltd.; present position); September 2025 Director, and ST Co. Ltd. (present position) Director, Adastria Co. Ltd. (present position) Director, ELEMENT RULE Co. Ltd. (present position). Transition Date (Tentative): March 1, 2026.
お知らせ • Apr 16+ 2 more updatesAdastria Co., Ltd. to Report Q1, 2026 Results on Jun 30, 2025Adastria Co., Ltd. announced that they will report Q1, 2026 results on Jun 30, 2025
お知らせ • Apr 04Adastria Co., Ltd., Annual General Meeting, May 29, 2025Adastria Co., Ltd., Annual General Meeting, May 29, 2025.
お知らせ • Apr 03ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) acquired Karrimor International Limited.ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) acquired Karrimor International Limited on March 31, 2025. With this acquisition, Adastria will begin developing the outdoor brand Karrimor through a joint venture with Itochu Corporation. ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) completed the acquisition of Karrimor International Limited on March 31, 2025.
Board Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Etsuko Shakespeare was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 06and ST HD Co.,Ltd., Annual General Meeting, May 27, 2026and ST HD Co.,Ltd., Annual General Meeting, May 27, 2026.
お知らせ • Jan 21+ 1 more updateand ST HD Co.,Ltd. Announces Management Changes, Effective March 1, 2026 (Tentative)and ST HD Co.,Ltd., at its board meeting held on January 21, 2026, approved a resolution to make the following change in representative director. Taiki Fukuda's designation has been changed from Senior Managing Director to Representative Director and Osamu Kimura's designation has been changed from Representative Director and to Directors. Name: Taiki Fukuda. Date of Birth: April 11, 1978. Career Highlights: March 2004 - Joined IMS Co. Ltd.; April 2005 - Joined POINT INC. (currently and ST HD Co. Ltd.); March 2014 - General Manager, Overseas Division, Adastria Holdings Co. , Ltd. (currently and ST HD Co. Ltd.); May 2014 - Representative Director and President, Adastria Asia Co. Ltd.; March 2016 - General Manager, Communication Design Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); March 2017 - General Manager, Corporate Planning Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); May 2017 - Director and General Manager, Corporate Planning Division, Adastria Co. Ltd. (currently and ST HD Co. Ltd.); March 2018 - Director, Adastria Co. Ltd. (currently and ST HD Co. Ltd.) Chairman, Management Board, Velvet, LLC; May 2018 - Director, Adastria General Support Co. Ltd. (currently WeOur Co. Ltd.); May 2019 - Director, Adastria Logistics Co. Ltd. (currently and ST Logistics Co. Ltd.); November 2021 - Representative Director, ADOORLINK Co. Ltd.; February 2022 - Management Board Member, Velvet, LLC; May 2024 - Senior Managing Director, Adastria Co. Ltd. (currently and ST HD Co. Ltd.; present position); September 2025 Director, and ST Co. Ltd. (present position) Director, Adastria Co. Ltd. (present position) Director, ELEMENT RULE Co. Ltd. (present position). Transition Date (Tentative): March 1, 2026.
お知らせ • Apr 16+ 2 more updatesAdastria Co., Ltd. to Report Q1, 2026 Results on Jun 30, 2025Adastria Co., Ltd. announced that they will report Q1, 2026 results on Jun 30, 2025
お知らせ • Apr 04Adastria Co., Ltd., Annual General Meeting, May 29, 2025Adastria Co., Ltd., Annual General Meeting, May 29, 2025.
お知らせ • Apr 03ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) acquired Karrimor International Limited.ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) acquired Karrimor International Limited on March 31, 2025. With this acquisition, Adastria will begin developing the outdoor brand Karrimor through a joint venture with Itochu Corporation. ITOCHU Corporation (TSE:8001) and Adastria Co., Ltd. (TSE:2685) completed the acquisition of Karrimor International Limited on March 31, 2025.
お知らせ • Feb 27Adastria Co., Ltd. to Report Fiscal Year 2025 Results on Apr 04, 2025Adastria Co., Ltd. announced that they will report fiscal year 2025 results on Apr 04, 2025
お知らせ • Feb 14Adastria Co., Ltd. Announces Directorate RetirementsAdastria Co., Ltd. announced the retirement of Hiromi Horie and Kazuo Nishiyama as Outside Directors. Scheduled to retire at the conclusion of the 75th Ordinary General Meeting of Shareholders scheduled for May 2025.
Buy Or Sell Opportunity • Oct 23Now 20% undervaluedOver the last 90 days, the stock has risen 20% to €22.60. The fair value is estimated to be €28.30, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 8.1% in 2 years. Earnings are forecast to grow by 6.7% in the next 2 years.
Declared Dividend • Oct 23First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th February 2025 Payment date: 8th May 2025 Dividend yield will be 244%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Oct 02First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 27th February 2025 Payment date: 8th May 2025 Dividend yield will be 265%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 8.5% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Oct 01Second quarter 2025 earnings released: EPS: JP¥55.04 (vs JP¥57.80 in 2Q 2024)Second quarter 2025 results: EPS: JP¥55.04 (down from JP¥57.80 in 2Q 2024). Revenue: JP¥70.2b (up 9.0% from 2Q 2024). Net income: JP¥2.54b (down 3.3% from 2Q 2024). Profit margin: 3.6% (down from 4.1% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 23 October 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.4%).
Declared Dividend • Jul 25Dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th August 2024 Payment date: 23rd October 2024 Dividend yield will be 189%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 30First quarter 2025 earnings released: EPS: JP¥97.27 (vs JP¥98.41 in 1Q 2024)First quarter 2025 results: EPS: JP¥97.27 (down from JP¥98.41 in 1Q 2024). Revenue: JP¥74.0b (up 8.1% from 1Q 2024). Net income: JP¥4.41b (down 1.3% from 1Q 2024). Profit margin: 6.0% (down from 6.5% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jun 06Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 29th August 2024 Payment date: 23rd October 2024 Dividend yield will be 165%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Jun 02High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Kazuhiko Ebihara was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buy Or Sell Opportunity • May 23Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.9% to €20.60. The fair value is estimated to be €25.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.6% per annum. Earnings are also forecast to grow by 3.0% per annum over the same time period.
Reported Earnings • Apr 05Full year 2024 earnings released: EPS: JP¥298 (vs JP¥166 in FY 2023)Full year 2024 results: EPS: JP¥298 (up from JP¥166 in FY 2023). Revenue: JP¥275.6b (up 14% from FY 2023). Net income: JP¥13.5b (up 79% from FY 2023). Profit margin: 4.9% (up from 3.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.0% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 05Adastria Co., Ltd. Proposes Dividend Guidance for the for Fiscal Year Ending February 28, 2025Adastria Co., Ltd. proposed dividend guidance of JPY 55 for the for Fiscal year ending February 28, 2025.
お知らせ • Apr 04+ 2 more updatesAdastria Co., Ltd. Announces Dividend for the Year 2023Adastria Co., Ltd. announced dividend of JPY 50 per share for the year 2023. Record date of February 29, 2024. Effective date of May 8, 2024.
お知らせ • Mar 23Adastria Co., Ltd. (TSE:2685) entered into a letter of intent to acquire remaining 49% stake in Zetton Inc. (NSE:3057) from a group of shareholders.Adastria Co., Ltd. (TSE:2685) entered into a letter of intent to acquire remaining 49% stake in Zetton Inc. (NSE:3057) from a group of shareholders on December 27, 2023. Adastria Co., Ltd. (TSE:2685) entered into a share exchange agreement to acquire remaining 49% stake in Zetton Inc. (NSE:3057) from a group of shareholders for ¥4.4 billion on March 21, 2024. Shares of zetton, which will become a wholly owned subsidiary of Adastria, will be delisted on May 30, 2024 (last trading date to be May 29, 2024) after completion of the designated procedures pursuant to the Nagoya Stock Exchange delisting regulations. To make Zetton a wholly owned subsidiary, Adastria will deliver common shares of Adastria to the minority shareholders of Zetton as consideration. The board of Adastria and Zetton held a meeting to resolved to conduct the share exchange on March 21, 2024 and subsequently the agreement was signed. The transaction is subject to the approval of the agreement by a resolution of the zetton Ordinary General Meeting of Shareholders to be held on April 25, 2024. A Special Committee consisting of independent members who have no interest in the controlling shareholder Adastria has been formed. The board of directors shall make its decisions with the utmost respect for the contents of the committee report. The transaction is expected to close on June 1, 2024. iwaida partners is acting as the legal advisor to Zetton Inc. (NSE:3057) and SATO & Partners is acting the legal advisor to Adastria Co., Ltd. (TSE:2685). AGS Consulting Co., Ltd. acted as the financial and due diligence provider to Zetton.
Upcoming Dividend • Feb 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 10 May 2024. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (3.3%).
お知らせ • Feb 17+ 4 more updatesAdastria Co., Ltd. to Report Q3, 2025 Results on Dec 27, 2024Adastria Co., Ltd. announced that they will report Q3, 2025 results on Dec 27, 2024
お知らせ • Jan 31Adastria Co., Ltd. to Report Fiscal Year 2024 Results on Apr 04, 2024Adastria Co., Ltd. announced that they will report fiscal year 2024 results on Apr 04, 2024
Reported Earnings • Jan 02Third quarter 2024 earnings released: EPS: JP¥97.96 (vs JP¥82.09 in 3Q 2023)Third quarter 2024 results: EPS: JP¥97.96 (up from JP¥82.09 in 3Q 2023). Revenue: JP¥70.4b (up 9.2% from 3Q 2023). Net income: JP¥4.45b (up 19% from 3Q 2023). Profit margin: 6.3% (up from 5.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 04Adastria Co., Ltd. to Report Q3, 2024 Results on Dec 29, 2023Adastria Co., Ltd. announced that they will report Q3, 2024 results on Dec 29, 2023
Reported Earnings • Oct 01Second quarter 2024 earnings released: EPS: JP¥57.80 (vs JP¥12.79 in 2Q 2023)Second quarter 2024 results: EPS: JP¥57.80 (up from JP¥12.79 in 2Q 2023). Revenue: JP¥64.4b (up 18% from 2Q 2023). Net income: JP¥2.63b (up 353% from 2Q 2023). Profit margin: 4.1% (up from 1.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Specialty Retail industry in Germany.
お知らせ • Sep 29+ 1 more updateAdastria Co., Ltd. Approves an Interim Dividend for the Fiscal Year Ending February 29, 2024, Effective October 10, 2023; Provides Dividend Guidance for the Full Year of Fiscal Year Ending February 29, 2024Adastria Co., Ltd. announced that at its board meeting held on September 29, 2023, approved an interim dividend of JPY 35.00 per share for the fiscal year ending February 29, 2024. Record date is August 31, 2023. Effective date is October 10, 2023. Total dividend is JPY 1,597 million. For the full year of fiscal year ending February 29, 2024, the company expects to pay dividend of JPY 45.00 per share.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥30.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 August 2023. Payment date: 24 October 2023. Payout ratio is a comfortable 31% and the cash payout ratio is 85%. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.8%).
Buying Opportunity • Aug 09Now 20% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be €22.81, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings is also forecast to grow by 5.5% per annum over the same time period.
お知らせ • Jul 30Adastria Co., Ltd. to Report Q2, 2024 Results on Sep 29, 2023Adastria Co., Ltd. announced that they will report Q2, 2024 results on Sep 29, 2023
Reported Earnings • Jul 02First quarter 2024 earnings released: EPS: JP¥98.41 (vs JP¥73.23 in 1Q 2023)First quarter 2024 results: EPS: JP¥98.41 (up from JP¥73.23 in 1Q 2023). Revenue: JP¥68.5b (up 18% from 1Q 2023). Net income: JP¥4.46b (up 35% from 1Q 2023). Profit margin: 6.5% (up from 5.7% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Germany.
Reported Earnings • May 30Full year 2023 earnings released: EPS: JP¥166 (vs JP¥109 in FY 2022)Full year 2023 results: EPS: JP¥166 (up from JP¥109 in FY 2022). Revenue: JP¥242.6b (up 20% from FY 2022). Net income: JP¥7.54b (up 53% from FY 2022). Profit margin: 3.1% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Germany.
お知らせ • May 28Adastria Co., Ltd. to Report Q1, 2024 Results on Jun 30, 2023Adastria Co., Ltd. announced that they will report Q1, 2024 results on Jun 30, 2023
Reported Earnings • Apr 06Full year 2023 earnings released: EPS: JP¥166 (vs JP¥109 in FY 2022)Full year 2023 results: EPS: JP¥166 (up from JP¥109 in FY 2022). Revenue: JP¥242.6b (up 20% from FY 2022). Net income: JP¥7.54b (up 53% from FY 2022). Profit margin: 3.1% (up from 2.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Germany.
Upcoming Dividend • Feb 20Upcoming dividend of JP¥35.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 27 February 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (3.8%).
お知らせ • Feb 15+ 1 more updateAdastria Co., Ltd., Annual General Meeting, May 25, 2023Adastria Co., Ltd., Annual General Meeting, May 25, 2023.
Reported Earnings • Jan 19Third quarter 2023 earnings released: EPS: JP¥82.09 (vs JP¥68.20 in 3Q 2022)Third quarter 2023 results: EPS: JP¥82.09 (up from JP¥68.20 in 3Q 2022). Revenue: JP¥64.4b (up 19% from 3Q 2022). Net income: JP¥3.72b (up 21% from 3Q 2022). Profit margin: 5.8% (up from 5.7% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Specialty Retail industry in Germany.
Board Change • Jan 13No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). Director Yoshiaki Kitamura was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Board Change • Jan 07No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. No independent directors (8 non-independent directors). Director Yoshiaki Kitamura was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Dec 29+ 1 more updateAdastria Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending February 28, 2023Adastria Co., Ltd. provided dividend guidance for the fiscal year ending February 28, 2023. For the period, the company expected dividend of JPY 35 per share compared to JPY 30 per share paid a year ago.
お知らせ • Nov 24Adastria Co., Ltd. to Report Q3, 2023 Results on Dec 29, 2022Adastria Co., Ltd. announced that they will report Q3, 2023 results on Dec 29, 2022
お知らせ • Oct 08+ 2 more updatesAdastria Co., Ltd. Announces Changes in Accounting PoliciesAdastria Co., Ltd. announced changes in accounting policies. Application of Accounting Standards for Revenue Recognition: The Company has applied the Accounting Standard for Revenue Recognition (Accounting Standards Board of Japan (ASBJ) Statement No. 29, March 31, 2020) and other standards from the beginning of the first quarter of the current fiscal year. Based on these standards, revenue expected to be received in exchange for the provision of goods and services is recognized when the control of the goods and services is transferred to customers. In prior years, to prepare for the redemption of the points granted on sales to customers, the Adastria Group recorded a provision for point card certificates in an amount that reflects the performance of obligation related to the expected redemption of points in the future. The Company has changed to a method that recognizes the points granted as performance obligations, allocates the transaction price, and records it as contract liability. The application of the Accounting Standard for Revenue Recognition is pursuant to the transitional treatment set forth in the proviso of Paragraph 84 of this standard. The cumulative effect of the retrospective application, assuming the new accounting policy had been applied to periods prior to the beginning of the first quarter of the current fiscal year, was added to or subtracted from retained earnings at the beginning of the first quarter of the current fiscal year, and then the new accounting policy was applied beginning with this amount of retained earnings. As a result, compared with the previous accounting method, the application of the new standard resulted in reductions of JPY 1,179 million in sales, JPY 60 million in cost of sales, JPY 1,119 million in selling, general and administrative expenses. However, there were no effect on operating profit, ordinary profit and net income attributable to owners of the parent. In addition, the new standard reduced retained earnings at the beginning of the first half by JPY 114 million. In accordance with the transitional treatment set forth in Paragraph 89 -2 of the Accounting Standard for Revenue Recognition, reclassification based on the new presentation method has not been carried out for the previous fiscal year. Changes in valuation of inventories: The Company and certain consolidated subsidiaries previously valued its merchandise mainly at cost based on the specific identification method (the amount shown on the balance sheet was calculated by writing down the book value based on a decline in profitability). However, from the first quarter of the current fiscal year, the cost method has been changed to a cost method mainly based on the weighted average method (the value on the balance sheet is calculated by writing down the book value based on a decline in profitability). The valuation method was changed in view of further globalization of the Group 's business and taking the opportunity of upgrade of its backbone IT system. The effect of this change is insignificant. Accounting for leases: Application of ASC No. 842 [Leases]: Foreign subsidiaries, that have adopted the U.S. accounting standards, have started app lying US GAAP ASC No. 842, Leases (ASC No. 842) standard from the first quarter of the current fiscal year. The cumulative effect of the adoption of ASC No. 842 is recognized at the date of adoption and is an adjustment to retained earnings and lease liabilities related to the right-of-use assets at the beginning of the first quarter of the current fiscal year. The effect of this change on profit in the first half of the current fiscal year is insignificant. Application of the Accounting Standard for Measurement of Fair Value: The Company has applied the Accounting Standard for Measurement of Fair Value, etc. (ASBJ Statement No. 30, July 4, 2019) from the beginning of the first quarter of the current fiscal year, and has applied the new accounting policies set forth by the Accounting Standard for Measurement of Fair Value, etc. prospectively in accordance with the transitional treatment in Paragraph 19 of the Accounting Standard for Measurement of Fair Value and Paragraph 44-2 of the Accounting Standard for Financial Instruments (ASBJ Statement No. 10, July 4, 2019). There is no effect of the application of these standards on the quarterly consolidated financial statements.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 21 October 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.6%). Lower than average of industry peers (4.1%).
お知らせ • Jul 31Adastria Co., Ltd. to Report Q2, 2023 Results on Oct 07, 2022Adastria Co., Ltd. announced that they will report Q2, 2023 results on Oct 07, 2022
Reported Earnings • Jul 10First quarter 2023 earnings released: EPS: JP¥73.23 (vs JP¥5.95 in 1Q 2022)First quarter 2023 results: EPS: JP¥73.23 (up from JP¥5.95 in 1Q 2022). Revenue: JP¥58.0b (up 25% from 1Q 2022). Net income: JP¥3.31b (up JP¥3.04b from 1Q 2022). Profit margin: 5.7% (up from 0.6% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.7%, compared to a 8.4% growth forecast for the industry in Germany.
お知らせ • Jul 09+ 1 more updateAdastria Co., Ltd. Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal year Ending February 28, 2023Adastria Co., Ltd. provided dividend guidance for the second quarter and full year of fiscal year ending February 28, 2023. For the quarter, the company expects dividend of JPY 25.00 per share against JPY 25.00 per share for the same period a year ago.For the year, the company expects dividend of JPY 30.00 per share against JPY 30.00 per share for the same period a year ago.
Reported Earnings • Jun 02Full year 2022 earnings released: EPS: JP¥109 (vs JP¥14.87 loss in FY 2021)Full year 2022 results: EPS: JP¥109 (up from JP¥14.87 loss in FY 2021). Revenue: JP¥201.6b (up 9.6% from FY 2021). Net income: JP¥4.92b (up JP¥5.61b from FY 2021). Profit margin: 2.4% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 13%, compared to a 9.7% growth forecast for the retail industry in Germany.
お知らせ • May 14Adastria Co., Ltd. to Report Q1, 2022 Results on Jul 08, 2022Adastria Co., Ltd. announced that they will report Q1, 2022 results on Jul 08, 2022
Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 5 highly experienced directors. No independent directors (9 non-independent directors). Director Yoshiaki Kitamura was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Apr 14Full year 2022 earnings released: EPS: JP¥109 (vs JP¥14.87 loss in FY 2021)Full year 2022 results: EPS: JP¥109 (up from JP¥14.87 loss in FY 2021). Revenue: JP¥201.6b (up 9.6% from FY 2021). Net income: JP¥4.92b (up JP¥5.61b from FY 2021). Profit margin: 2.4% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 13% growth forecast for the retail industry in Germany.
お知らせ • Apr 14+ 2 more updatesAdastria Co., Ltd. Provides Earnings Guidance for the Fiscal Year Ending February 28, 2023Adastria Co., Ltd. provided earnings guidance for the fiscal year ending February 28, 2023. For the period, the company expects Net sales of JPY 230,000 million, Operating profit of JPY 10,000 million, Net income attributable to owners of the parent of JPY 6,300 million and Net income per share of JPY 139.23.
お知らせ • Feb 24Adastria Co., Ltd. to Report Fiscal Year 2022 Results on Apr 13, 2022Adastria Co., Ltd. announced that they will report fiscal year 2022 results on Apr 13, 2022
Upcoming Dividend • Feb 18Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 11 May 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.3%).
Reported Earnings • Dec 28Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥68.20 (down from JP¥78.82 in 3Q 2021). Revenue: JP¥54.1b (up 1.8% from 3Q 2021). Net income: JP¥3.09b (down 16% from 3Q 2021). Profit margin: 5.7% (down from 6.9% in 3Q 2021). Revenue missed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 9.9%, compared to a 16% growth forecast for the industry in Germany.
お知らせ • Dec 28Adastria Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2022Adastria Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2022. For the year, the company expects net sales of JPY 219,000 million, operating profit of JPY 6,500 million and net income attributable to owners of the parent of JPY 3,800 million or JPY 84.14 per share.
Reported Earnings • Oct 01Second quarter 2022 earnings released: EPS JP¥3.96 (vs JP¥25.87 in 2Q 2021)The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥46.2b (flat on 2Q 2021). Net income: JP¥179.0m (down 85% from 2Q 2021). Profit margin: 0.4% (down from 2.6% in 2Q 2021).
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to €15.40, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Specialty Retail industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €28.78 per share.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 21 October 2021. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (3.1%). Higher than average of industry peers (2.3%).
Reported Earnings • Jul 03First quarter 2022 earnings released: EPS JP¥5.95 (vs JP¥78.11 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¥46.4b (up 39% from 1Q 2021). Net income: JP¥269.0m (up JP¥3.95b from 1Q 2021). Profit margin: 0.6% (up from net loss in 1Q 2021).
お知らせ • Jul 01Adastria Co., Ltd. Reports Impairment Loss for the First Quarter Ended May 31, 2021Adastria Co., Ltd. reported impairment loss for the first quarter ended May 31, 2021. For the first quarter, the company reported impairment loss of JPY 127 million against JPY 88 million a year ago.
お知らせ • Jun 30Adastria Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2022Adastria Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2022. For the year, the company expects net sales of JPY 219,000 million, operating profit of JPY 6,500 million and net income attributable to owners of the parent of JPY 3,800 million or JPY 84.14 per share.
Reported Earnings • Jun 03Full year 2021 earnings releasedThe company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥183.9b (down 17% from FY 2020). Net loss: JP¥693.0m (down 111% from profit in FY 2020).
お知らせ • Apr 16Adastria Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2022Adastria Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2022. For the year, the company expects net sales of JPY 219,000 million, operating profit of JPY 6,500 million, net income attributable to owners of the parent of JPY 3,800 million and net income per share of JPY 84.14.
Reported Earnings • Apr 07Full year 2021 earnings released: JP¥14.87 loss per share (vs JP¥135 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥183.9b (down 17% from FY 2020). Net loss: JP¥693.0m (down 111% from profit in FY 2020).
お知らせ • Feb 28Adastria Co., Ltd. to Report Fiscal Year 2021 Results on Apr 05, 2021Adastria Co., Ltd. announced that they will report fiscal year 2021 results on Apr 05, 2021
Analyst Estimate Surprise Post Earnings • Jan 18Revenue misses expectationsRevenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 7.9%, compared to a 7.6% growth forecast for the Specialty Retail industry in Germany.
Reported Earnings • Jan 16Third quarter 2021 earnings released: EPS JP¥78.82The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥53.2b (down 3.9% from 3Q 2020). Net income: JP¥3.69b (up 48% from 3Q 2020). Profit margin: 6.9% (up from 4.5% in 3Q 2020). The increase in margin was driven by lower expenses.
Reported Earnings • Dec 30Third quarter 2021 earnings released: EPS JP¥78.82The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥53.2b (down 3.9% from 3Q 2020). Net income: JP¥3.69b (up 48% from 3Q 2020). Profit margin: 6.9% (up from 4.5% in 3Q 2020). The increase in margin was driven by lower expenses.
Analyst Estimate Surprise Post Earnings • Dec 30Revenue misses expectationsRevenue missed analyst estimates by 1.1%. Over the next year, revenue is forecast to grow 7.9%, compared to a 6.3% growth forecast for the Specialty Retail industry in Germany.