Tamura（5IA）株式概要タムラ製作所は、電子部品、電子化学品、FAシステム、情報機器などを国内外に製造・販売している。 詳細5IA ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長3/6過去の実績1/6財務の健全性4/6配当金2/6報酬収益は年間61.77%増加すると予測されています リスク分析財務結果に影響を与える大きな一時的項目 German市場と比較した過去 3 か月間の株価の変動利益率(1.3%)は昨年より低い(3%) すべてのリスクチェックを見る5IA 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€4.866.8% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-256m158b2016201920222025202620282031Revenue JP¥157.5bEarnings JP¥2.1bAdvancedSet Fair ValueView all narrativesTamura Corporation 競合他社Stemmer ImagingSymbol: HMSE:S9IMarket cap: €393.3mBaslerSymbol: XTRA:BSLMarket cap: €719.5mFunkwerkSymbol: BST:FEW0Market cap: €298.2mJenoptikSymbol: XTRA:JENMarket cap: €2.0b価格と性能株価の高値、安値、推移の概要Tamura過去の株価現在の株価JP¥4.8652週高値JP¥4.8652週安値JP¥2.54ベータ0.781ヶ月の変化47.27%3ヶ月変化50.00%1年変化84.09%3年間の変化-9.16%5年間の変化20.90%IPOからの変化28.57%最新ニュースお知らせ • Mar 07Tamura Corporation to Report Fiscal Year 2026 Results on May 11, 2026Tamura Corporation announced that they will report fiscal year 2026 results on May 11, 2026お知らせ • Dec 01Tamura Corporation to Report Q3, 2026 Results on Feb 06, 2026Tamura Corporation announced that they will report Q3, 2026 results on Feb 06, 2026お知らせ • Sep 25Tamura Corporation to Report Q2, 2026 Results on Nov 10, 2025Tamura Corporation announced that they will report Q2, 2026 results on Nov 10, 2025お知らせ • Jun 03Tamura Corporation to Report Q1, 2026 Results on Aug 06, 2025Tamura Corporation announced that they will report Q1, 2026 results on Aug 06, 2025お知らせ • May 13Tamura Corporation (TSE:6768) announces an Equity Buyback for 3,500,000 shares, representing 4.25% for ¥1,000 million.Nagaileben Co., Ltd. (TSE:7447) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 4.25% of its issued share capital, for ¥1,000 million. The purpose of the program is to enhance shareholder returns and further improve capital efficiency. The program will be valid till March 31, 2026. As of March 31, 2025, the company has 82,299,673 issued shares (excluding treasury stock) and 968,779 treasury shares.お知らせ • May 12+ 4 more updatesTamura Corporation, Annual General Meeting, Jun 26, 2025Tamura Corporation, Annual General Meeting, Jun 26, 2025.最新情報をもっと見るRecent updatesお知らせ • Mar 07Tamura Corporation to Report Fiscal Year 2026 Results on May 11, 2026Tamura Corporation announced that they will report fiscal year 2026 results on May 11, 2026お知らせ • Dec 01Tamura Corporation to Report Q3, 2026 Results on Feb 06, 2026Tamura Corporation announced that they will report Q3, 2026 results on Feb 06, 2026お知らせ • Sep 25Tamura Corporation to Report Q2, 2026 Results on Nov 10, 2025Tamura Corporation announced that they will report Q2, 2026 results on Nov 10, 2025お知らせ • Jun 03Tamura Corporation to Report Q1, 2026 Results on Aug 06, 2025Tamura Corporation announced that they will report Q1, 2026 results on Aug 06, 2025お知らせ • May 13Tamura Corporation (TSE:6768) announces an Equity Buyback for 3,500,000 shares, representing 4.25% for ¥1,000 million.Nagaileben Co., Ltd. (TSE:7447) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 4.25% of its issued share capital, for ¥1,000 million. The purpose of the program is to enhance shareholder returns and further improve capital efficiency. The program will be valid till March 31, 2026. As of March 31, 2025, the company has 82,299,673 issued shares (excluding treasury stock) and 968,779 treasury shares.お知らせ • May 12+ 4 more updatesTamura Corporation, Annual General Meeting, Jun 26, 2025Tamura Corporation, Annual General Meeting, Jun 26, 2025.お知らせ • Mar 04Tamura Corporation to Report Fiscal Year 2025 Results on May 12, 2025Tamura Corporation announced that they will report fiscal year 2025 results on May 12, 2025お知らせ • Feb 26Tamura Corporation Announces Board and Executive ChangesTamura Corporation announced that a meeting of the Board of Directors held y resolved to make the following changes in representative directors, based on a report of the Nomination and Remuneration Advisory Committee. Name: Masahiro Asada. New Title: Chairperson, Representative Director, CEO & CFO. Current Title: Representative Director, President, CEO & CFO. Name: Mitsutaka Nakamura. New title: Representative Director, President, COO. Current title: Director, EVP & CSO, In Charge of Corporate strategy. Date of Change: April 1, 2025. Reason for Change: This change aims to promote further growth as a company and ensure a smooth generational transition in the management team. Under the leadership of Mitsutaka Nakamura, who will assume the role of President and COO, the Company will advance the 14th Medium-term Management Plan starting April 1, 2025, to enhance corporate value. Masahiro Asada will support the development of Tamura Group's business and the stability of management as Chairperson and CEO. Name: Mitsutaka Nakamura. Date of Birth: March 9, 1971. Career: September 1997- Joined Tamura Kaken Corporation (Currently Tamura Corporation). October2016- General Manager of Electronic Chemicals Business Sector Sales. October 2017- Executive Officer, General Manager of PWB Functional Materials Division; Electronic Chemicals/FA Systems Business Sector. April 2019- Senior Executive Officer, General Manager of PWB Functional Materials Division, Electronic Chemicals/FA Systems Business Sector. April 2021 -President, Tamura Corporation (Thailand) Co. Ltd. April 2022- Deputy General Manager of Electronic Components Business Sector. April 2023 -General Manager of Electronic Components Business Sector Sales. June 2024 -Director, EVP & CSO, in charge of Corporate Strategy. October 2024 -Head of Marketing Strategy Division.お知らせ • Dec 13Tamura Corporation to Report Q3, 2025 Results on Feb 06, 2025Tamura Corporation announced that they will report Q3, 2025 results on Feb 06, 2025Reported Earnings • Nov 17Second quarter 2025 earnings released: EPS: JP¥1.76 (vs JP¥0.32 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.76 (up from JP¥0.32 in 2Q 2024). Revenue: JP¥28.0b (up 2.3% from 2Q 2024). Net income: JP¥144.0m (up 454% from 2Q 2024). Profit margin: 0.5% (up from 0.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.お知らせ • Nov 15+ 2 more updatesTamura Corporation Provides Year-End Cash Dividend Guidance for the Fiscal Year Ending March 31, 2025Tamura Corporation Provided year-end cash dividend guidance for the fiscal year ending March 31, 2025. For the period, the company expects to pay year-end dividend of JPY 8.00 per share compared to JPY 5.00 per share paid a year ago.Upcoming Dividend • Sep 20Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.8%).お知らせ • Aug 30Tamura Corporation to Report Q2, 2025 Results on Nov 08, 2024Tamura Corporation announced that they will report Q2, 2025 results on Nov 08, 2024New Risk • Aug 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change).Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥9.76 (vs JP¥0.32 in 1Q 2024)First quarter 2025 results: EPS: JP¥9.76 (up from JP¥0.32 in 1Q 2024). Revenue: JP¥24.4b (flat on 1Q 2024). Net income: JP¥798.0m (up JP¥772.0m from 1Q 2024). Profit margin: 3.3% (up from 0.1% in 1Q 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €3.34, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 41% over the past three years.Declared Dividend • Jul 11Final dividend of JP¥5.00 announcedShareholders will receive a dividend of JP¥5.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 125%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (102% earnings payout ratio). However, it is well covered by cash flows (13% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 13% to bring the payout ratio under control. EPS is expected to grow by 37% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Jun 06Tamura Corporation to Report Q1, 2025 Results on Aug 05, 2024Tamura Corporation announced that they will report Q1, 2025 results on Aug 05, 2024Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €4.40, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 6.3% over the past three years.お知らせ • May 16+ 1 more updateTamura Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Tamura Corporation provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects net sales of ¥112,000 million, operating profit of ¥5,200 million, profit attributable to owners of parent of ¥3,400 million and earnings per share of ¥41.60.Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥27.41 (vs JP¥25.01 in FY 2023)Full year 2024 results: EPS: JP¥27.41 (up from JP¥25.01 in FY 2023). Revenue: JP¥106.6b (down 1.3% from FY 2023). Net income: JP¥2.24b (up 9.4% from FY 2023). Profit margin: 2.1% (up from 1.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • May 12Tamura Corporation, Annual General Meeting, Jun 26, 2024Tamura Corporation, Annual General Meeting, Jun 26, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.5%).お知らせ • Mar 03Tamura Corporation to Report Fiscal Year 2024 Results on May 10, 2024Tamura Corporation announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥8.39 (vs JP¥8.95 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.39 (down from JP¥8.95 in 3Q 2023). Revenue: JP¥27.0b (down 6.4% from 3Q 2023). Net income: JP¥686.0m (down 6.2% from 3Q 2023). Profit margin: 2.5% (in line with 3Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Feb 06Tamura Corporation Provides Dividend Guidance for the Year Ending March 31, 2024Tamura Corporation provided dividend guidance for the year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 5.00 per share.New Risk • Dec 17New major risk - Revenue and earnings growthEarnings have declined by 39% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 39% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).お知らせ • Dec 03Tamura Corporation to Report Q3, 2024 Results on Feb 05, 2024Tamura Corporation announced that they will report Q3, 2024 results on Feb 05, 2024Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥0.32 (vs JP¥13.33 in 2Q 2023)Second quarter 2024 results: EPS: JP¥0.32 (down from JP¥13.33 in 2Q 2023). Revenue: JP¥27.4b (up 7.5% from 2Q 2023). Net income: JP¥26.0m (down 98% from 2Q 2023). Profit margin: 0.1% (down from 4.3% in 2Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥5.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).お知らせ • Aug 31Tamura Corporation to Report Q2, 2024 Results on Nov 07, 2023Tamura Corporation announced that they will report Q2, 2024 results on Nov 07, 2023Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥0.32 (vs JP¥1.92 in 1Q 2023)First quarter 2024 results: EPS: JP¥0.32 (down from JP¥1.92 in 1Q 2023). Revenue: JP¥24.5b (up 2.2% from 1Q 2023). Net income: JP¥26.0m (down 84% from 1Q 2023). Profit margin: 0.1% (down from 0.7% in 1Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.New Risk • Jun 18New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.お知らせ • May 31Tamura Corporation to Report Q1, 2024 Results on Aug 04, 2023Tamura Corporation announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥25.01 (vs JP¥1.02 loss in FY 2022)Full year 2023 results: EPS: JP¥25.01 (up from JP¥1.02 loss in FY 2022). Revenue: JP¥108.0b (up 22% from FY 2022). Net income: JP¥2.05b (up JP¥2.13b from FY 2022). Profit margin: 1.9% (up from net loss in FY 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Germany.お知らせ • May 13Tamura Corporation, Annual General Meeting, Jun 28, 2023Tamura Corporation, Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).お知らせ • Feb 07+ 1 more updateTamura Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Tamura Corporation provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of ¥105,000 million, operating profit of ¥4,500 million, profit attributable to owners of parent of ¥2,700 million and earnings per share of ¥32.87.Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥8.95 (vs JP¥5.16 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥8.95 (up from JP¥5.16 loss in 3Q 2022). Revenue: JP¥28.9b (up 35% from 3Q 2022). Net income: JP¥731.0m (up JP¥1.16b from 3Q 2022). Profit margin: 2.5% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.お知らせ • Nov 30Tamura Corporation to Report Q3, 2023 Results on Feb 03, 2023Tamura Corporation announced that they will report Q3, 2023 results on Feb 03, 2023Reported Earnings • Nov 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥25.5b (up 18% from 2Q 2022). Net income: JP¥1.09b (up 418% from 2Q 2022). Profit margin: 4.3% (up from 1.0% in 2Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Board Change • Nov 17Less 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 not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Akira Kubota was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥13.33 (vs JP¥2.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥13.33 (up from JP¥2.57 in 2Q 2022). Revenue: JP¥25.5b (up 18% from 2Q 2022). Net income: JP¥1.09b (up 418% from 2Q 2022). Profit margin: 4.3% (up from 1.0% in 2Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.お知らせ • Nov 09+ 1 more updateTamura Corporation Announces Cash Dividend for the Second Quarter-End of the Fiscal Year Ending March 31, 2023, Payable on December 1, 2022; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Tamura Corporation announced cash dividend of JPY 5.00 per share for the second quarter-end of the fiscal year ending March 31, 2023 against JPY 5.00 per share paid a year ago. Scheduled date to commence dividend payments is December 1, 2022.The company provided dividend guidance for the fiscal year ending March 31, 2023. For the year-end, the company expects to pay cash dividend of JPY JPY 5.00 per share against JPY 5.00 per share paid a year ago.Upcoming Dividend • Sep 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).お知らせ • Sep 03Tamura Corporation to Report Q2, 2023 Results on Nov 14, 2022Tamura Corporation announced that they will report Q2, 2023 results on Nov 14, 2022お知らせ • Aug 09+ 1 more updateTamura Corporation Provides Consolidated Earnings Forecast for the First Half and Full Year of Fiscal Year Ending March 31, 2023Tamura Corporation provided consolidated earnings forecast for the first half and full year of fiscal year ending March 31, 2023. For the first half, the company expected net sales to be JPY 45,600 million, Operating profit to be JPY 800 million, Profit attributable to owners of parent to be JPY 200 million and basic earnings per share to be JPY 2.43.For the full year, the company expected net sales to be JPY 94,000 million, Operating profit to be JPY 3,000 million, Profit attributable to owners of parent to be JPY 1,800 million and basic earnings per share to be JPY 21.91.Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥1.92 (vs JP¥3.24 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥1.92 (up from JP¥3.24 loss in 1Q 2022). Revenue: JP¥24.0b (up 23% from 1Q 2022). Net income: JP¥158.0m (up JP¥424.0m from 1Q 2022). Profit margin: 0.7% (up from net loss in 1Q 2022). Over the next year, revenue is forecast to grow 3.0%, compared to a 21% growth forecast for the industry in Germany.お知らせ • Jun 03Tamura Corporation to Report Q1, 2023 Results on Aug 05, 2022Tamura Corporation announced that they will report Q1, 2023 results on Aug 05, 2022お知らせ • May 18+ 1 more updateTamura Corporation Provides Consolidated Earning Guidance for the Six Months Ending September 30, 2022 and Full Year Ending March 31, 2023Tamura Corporation provides consolidated earning guidance for the six months ending September 30, 2022 and full year ending March 31, 2023. For the six months, the company expects net sales of JPY 45,600 million, operating profit of JPY 800 million, profit attributable to owners of parent of JPY 200 million and earnings per share of JPY 2.43. For the full year, the company expects net sales of JPY 94,000 million, operating profit of JPY 3,000 million, profit attributable to owners of parent of JPY 1,800 million and earnings per share of JPY 21.91.Reported Earnings • May 13Full year 2022 earnings released: JP¥1.02 loss per share (vs JP¥6.60 profit in FY 2021)Full year 2022 results: JP¥1.02 loss per share (down from JP¥6.60 profit in FY 2021). Revenue: JP¥88.3b (up 20% from FY 2021). Net loss: JP¥84.0m (down 116% from profit in FY 2021). Over the next year, revenue is forecast to grow 13%, compared to a 25% growth forecast for the industry in Germany.お知らせ • May 13Tamura Corporation, Annual General Meeting, Jun 28, 2022Tamura Corporation, Annual General Meeting, Jun 28, 2022.Board Change • Apr 29Less 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 not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Akira Kubota was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (0.7%).お知らせ • Mar 03Tamura Corporation to Report Fiscal Year 2022 Results on May 11, 2022Tamura Corporation announced that they will report fiscal year 2022 results on May 11, 2022Reported Earnings • Feb 06Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: JP¥5.16 loss per share (down from JP¥3.47 loss in 3Q 2021). Revenue: JP¥21.4b (up 13% from 3Q 2021). Net loss: JP¥424.0m (loss widened 49% from 3Q 2021). Revenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 9.9%, compared to a 23% growth forecast for the industry in Germany.Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS JP¥2.57 (vs JP¥4.16 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥21.6b (up 20% from 2Q 2021). Net income: JP¥211.0m (down 38% from 2Q 2021). Profit margin: 1.0% (down from 1.9% in 2Q 2021). The decrease in margin was driven by higher expenses.Upcoming Dividend • Sep 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).Reported Earnings • Aug 06First quarter 2022 earnings released: JP¥3.24 loss per share (vs JP¥3.84 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥19.5b (up 28% from 1Q 2021). Net loss: JP¥266.0m (loss narrowed 16% from 1Q 2021).Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥6.60 (vs JP¥12.48 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥73.9b (down 7.2% from FY 2020). Net income: JP¥542.0m (down 47% from FY 2020). Profit margin: 0.7% (down from 1.3% in FY 2020). The decrease in margin was driven by lower revenue.Upcoming Dividend • Mar 23Upcoming Dividend of JP¥5.00 Per ShareWill be paid on the 26th of June to those who are registered shareholders by the 30th of March. The trailing yield of 1.5% is below the top quartile of German dividend payers (3.3%), but it is higher than industry peers (0.5%).お知らせ • Mar 04Tamura Corporation to Report Fiscal Year 2021 Results on May 11, 2021Tamura Corporation announced that they will report fiscal year 2021 results on May 11, 2021Is New 90 Day High Low • Feb 25New 90-day low: €4.10The company is down 1.0% from its price of €4.16 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 9.0% over the same period.Reported Earnings • Feb 07Third quarter 2021 earnings released: JP¥3.47 loss per share (vs JP¥3.12 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥19.0b (down 2.9% from 3Q 2020). Net loss: JP¥285.0m (down 211% from profit in 3Q 2020).Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 5.5%, compared to a 23% growth forecast for the Electronic industry in Germany.Is New 90 Day High Low • Dec 10New 90-day high: €4.50The company is up 4.0% from its price of €4.34 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.09 per share.お知らせ • Dec 05Tamura Corporation to Report Q3, 2021 Results on Feb 04, 2021Tamura Corporation announced that they will report Q3, 2021 results on Feb 04, 2021Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to stay flat compared to a 23% growth forecast for the Electronic industry in Germany.Reported Earnings • Nov 07Second quarter 2021 earnings released: EPS JP¥4.16The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥18.0b (down 9.9% from 2Q 2020). Net income: JP¥342.0m (down 56% from 2Q 2020). Profit margin: 1.9% (down from 3.8% in 2Q 2020). The decrease in margin was driven by lower revenue.お知らせ • Sep 04Tamura Corporation to Report Q2, 2021 Results on Nov 05, 2020Tamura Corporation announced that they will report Q2, 2021 results on Nov 05, 2020株主還元5IADE ElectronicDE 市場7D10.5%14.8%-0.02%1Y84.1%80.7%0.1%株主還元を見る業界別リターン: 5IA過去 1 年間で80.7 % の収益を上げたGerman Electronic業界を上回りました。リターン対市場: 5IA過去 1 年間で0.1 % の収益を上げたGerman市場を上回りました。価格変動Is 5IA's price volatile compared to industry and market?5IA volatility5IA Average Weekly Movement9.4%Electronic Industry Average Movement8.3%Market Average Movement6.0%10% most volatile stocks in DE Market13.2%10% least volatile stocks in DE Market2.6%安定した株価: 5IAの株価は、 German市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 5IAの weekly volatility ( 9% ) は過去 1 年間安定していますが、依然としてGermanの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19244,318Masahiro Asadawww.tamuracorp.comタムラ製作所は、電子部品、電子化学品、FAシステム、情報機器を国内外に製造・販売している。トランス、リアクトル、コイル、電流センサー、パワーモジュール、ゲートドライバー、ACアダプター、変換器、圧電セラミック製品などの電子部品を提供。また、はんだペースト、はんだ・粘着性フラックス、接合補強ペースト、光造形ソルダーマスク、LED材料、OSP、カーボンペースト、はんだ付けシステム、スプレーフラックス、はんだ槽ユニット、はんだ回収システム、プリント基板搬送コンベアシステム、PSA式窒素ガス発生装置などを提供している。また、放送スタジオシステム、通信システム、ネットワークシステムなどの情報機器も提供している。タムラ製作所は1924年に設立され、東京に本社を置く。もっと見るTamura Corporation 基礎のまとめTamura の収益と売上を時価総額と比較するとどうか。5IA 基礎統計学時価総額€389.73m収益（TTM）€8.83m売上高(TTM)€658.02m44.1xPER（株価収益率0.6xP/Sレシオ5IA 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5IA 損益計算書（TTM）収益JP¥121.19b売上原価JP¥89.83b売上総利益JP¥31.36bその他の費用JP¥29.73b収益JP¥1.63b直近の収益報告Dec 31, 2025次回決算日May 11, 2026一株当たり利益（EPS）20.43グロス・マージン25.88%純利益率1.34%有利子負債／自己資本比率51.6%5IA 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1.4%現在の配当利回り65%配当性向5IA 配当は確実ですか？5IA 配当履歴とベンチマークを見る5IA 、いつまでに購入すれば配当金を受け取れますか？Tamura 配当日配当落ち日Mar 30 2026配当支払日Jun 12 2026配当落ちまでの日数40 days配当支払日までの日数34 days5IA 配当は確実ですか？5IA 配当履歴とベンチマークを見る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2026/05/07 09:15終値2026/05/07 00:00収益2025/12/31年間収益2025/03/31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Tamura Corporation 2 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。5 アナリスト機関Kenichi YagiharaDaiwa Securities Co. Ltd.Koichi HariyaIchiyoshi Research Institute Inc.Fumihide GotoMizuho Securities Co., Ltd.2 その他のアナリストを表示
お知らせ • Mar 07Tamura Corporation to Report Fiscal Year 2026 Results on May 11, 2026Tamura Corporation announced that they will report fiscal year 2026 results on May 11, 2026
お知らせ • Dec 01Tamura Corporation to Report Q3, 2026 Results on Feb 06, 2026Tamura Corporation announced that they will report Q3, 2026 results on Feb 06, 2026
お知らせ • Sep 25Tamura Corporation to Report Q2, 2026 Results on Nov 10, 2025Tamura Corporation announced that they will report Q2, 2026 results on Nov 10, 2025
お知らせ • Jun 03Tamura Corporation to Report Q1, 2026 Results on Aug 06, 2025Tamura Corporation announced that they will report Q1, 2026 results on Aug 06, 2025
お知らせ • May 13Tamura Corporation (TSE:6768) announces an Equity Buyback for 3,500,000 shares, representing 4.25% for ¥1,000 million.Nagaileben Co., Ltd. (TSE:7447) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 4.25% of its issued share capital, for ¥1,000 million. The purpose of the program is to enhance shareholder returns and further improve capital efficiency. The program will be valid till March 31, 2026. As of March 31, 2025, the company has 82,299,673 issued shares (excluding treasury stock) and 968,779 treasury shares.
お知らせ • May 12+ 4 more updatesTamura Corporation, Annual General Meeting, Jun 26, 2025Tamura Corporation, Annual General Meeting, Jun 26, 2025.
お知らせ • Mar 07Tamura Corporation to Report Fiscal Year 2026 Results on May 11, 2026Tamura Corporation announced that they will report fiscal year 2026 results on May 11, 2026
お知らせ • Dec 01Tamura Corporation to Report Q3, 2026 Results on Feb 06, 2026Tamura Corporation announced that they will report Q3, 2026 results on Feb 06, 2026
お知らせ • Sep 25Tamura Corporation to Report Q2, 2026 Results on Nov 10, 2025Tamura Corporation announced that they will report Q2, 2026 results on Nov 10, 2025
お知らせ • Jun 03Tamura Corporation to Report Q1, 2026 Results on Aug 06, 2025Tamura Corporation announced that they will report Q1, 2026 results on Aug 06, 2025
お知らせ • May 13Tamura Corporation (TSE:6768) announces an Equity Buyback for 3,500,000 shares, representing 4.25% for ¥1,000 million.Nagaileben Co., Ltd. (TSE:7447) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 4.25% of its issued share capital, for ¥1,000 million. The purpose of the program is to enhance shareholder returns and further improve capital efficiency. The program will be valid till March 31, 2026. As of March 31, 2025, the company has 82,299,673 issued shares (excluding treasury stock) and 968,779 treasury shares.
お知らせ • May 12+ 4 more updatesTamura Corporation, Annual General Meeting, Jun 26, 2025Tamura Corporation, Annual General Meeting, Jun 26, 2025.
お知らせ • Mar 04Tamura Corporation to Report Fiscal Year 2025 Results on May 12, 2025Tamura Corporation announced that they will report fiscal year 2025 results on May 12, 2025
お知らせ • Feb 26Tamura Corporation Announces Board and Executive ChangesTamura Corporation announced that a meeting of the Board of Directors held y resolved to make the following changes in representative directors, based on a report of the Nomination and Remuneration Advisory Committee. Name: Masahiro Asada. New Title: Chairperson, Representative Director, CEO & CFO. Current Title: Representative Director, President, CEO & CFO. Name: Mitsutaka Nakamura. New title: Representative Director, President, COO. Current title: Director, EVP & CSO, In Charge of Corporate strategy. Date of Change: April 1, 2025. Reason for Change: This change aims to promote further growth as a company and ensure a smooth generational transition in the management team. Under the leadership of Mitsutaka Nakamura, who will assume the role of President and COO, the Company will advance the 14th Medium-term Management Plan starting April 1, 2025, to enhance corporate value. Masahiro Asada will support the development of Tamura Group's business and the stability of management as Chairperson and CEO. Name: Mitsutaka Nakamura. Date of Birth: March 9, 1971. Career: September 1997- Joined Tamura Kaken Corporation (Currently Tamura Corporation). October2016- General Manager of Electronic Chemicals Business Sector Sales. October 2017- Executive Officer, General Manager of PWB Functional Materials Division; Electronic Chemicals/FA Systems Business Sector. April 2019- Senior Executive Officer, General Manager of PWB Functional Materials Division, Electronic Chemicals/FA Systems Business Sector. April 2021 -President, Tamura Corporation (Thailand) Co. Ltd. April 2022- Deputy General Manager of Electronic Components Business Sector. April 2023 -General Manager of Electronic Components Business Sector Sales. June 2024 -Director, EVP & CSO, in charge of Corporate Strategy. October 2024 -Head of Marketing Strategy Division.
お知らせ • Dec 13Tamura Corporation to Report Q3, 2025 Results on Feb 06, 2025Tamura Corporation announced that they will report Q3, 2025 results on Feb 06, 2025
Reported Earnings • Nov 17Second quarter 2025 earnings released: EPS: JP¥1.76 (vs JP¥0.32 in 2Q 2024)Second quarter 2025 results: EPS: JP¥1.76 (up from JP¥0.32 in 2Q 2024). Revenue: JP¥28.0b (up 2.3% from 2Q 2024). Net income: JP¥144.0m (up 454% from 2Q 2024). Profit margin: 0.5% (up from 0.1% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 59% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
お知らせ • Nov 15+ 2 more updatesTamura Corporation Provides Year-End Cash Dividend Guidance for the Fiscal Year Ending March 31, 2025Tamura Corporation Provided year-end cash dividend guidance for the fiscal year ending March 31, 2025. For the period, the company expects to pay year-end dividend of JPY 8.00 per share compared to JPY 5.00 per share paid a year ago.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (1.8%).
お知らせ • Aug 30Tamura Corporation to Report Q2, 2025 Results on Nov 08, 2024Tamura Corporation announced that they will report Q2, 2025 results on Nov 08, 2024
New Risk • Aug 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.7% average weekly change).
Reported Earnings • Aug 07First quarter 2025 earnings released: EPS: JP¥9.76 (vs JP¥0.32 in 1Q 2024)First quarter 2025 results: EPS: JP¥9.76 (up from JP¥0.32 in 1Q 2024). Revenue: JP¥24.4b (flat on 1Q 2024). Net income: JP¥798.0m (up JP¥772.0m from 1Q 2024). Profit margin: 3.3% (up from 0.1% in 1Q 2024). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 19% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €3.34, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 41% over the past three years.
Declared Dividend • Jul 11Final dividend of JP¥5.00 announcedShareholders will receive a dividend of JP¥5.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 125%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (102% earnings payout ratio). However, it is well covered by cash flows (13% cash payout ratio). The dividend has increased by an average of 5.2% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 13% to bring the payout ratio under control. EPS is expected to grow by 37% over the next 2 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Jun 06Tamura Corporation to Report Q1, 2025 Results on Aug 05, 2024Tamura Corporation announced that they will report Q1, 2025 results on Aug 05, 2024
Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €4.40, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 6.3% over the past three years.
お知らせ • May 16+ 1 more updateTamura Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2025Tamura Corporation provided consolidated earnings guidance for the year ending March 31, 2025. For the year, the company expects net sales of ¥112,000 million, operating profit of ¥5,200 million, profit attributable to owners of parent of ¥3,400 million and earnings per share of ¥41.60.
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥27.41 (vs JP¥25.01 in FY 2023)Full year 2024 results: EPS: JP¥27.41 (up from JP¥25.01 in FY 2023). Revenue: JP¥106.6b (down 1.3% from FY 2023). Net income: JP¥2.24b (up 9.4% from FY 2023). Profit margin: 2.1% (up from 1.9% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • May 12Tamura Corporation, Annual General Meeting, Jun 26, 2024Tamura Corporation, Annual General Meeting, Jun 26, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.8%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.5%).
お知らせ • Mar 03Tamura Corporation to Report Fiscal Year 2024 Results on May 10, 2024Tamura Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥8.39 (vs JP¥8.95 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.39 (down from JP¥8.95 in 3Q 2023). Revenue: JP¥27.0b (down 6.4% from 3Q 2023). Net income: JP¥686.0m (down 6.2% from 3Q 2023). Profit margin: 2.5% (in line with 3Q 2023). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Feb 06Tamura Corporation Provides Dividend Guidance for the Year Ending March 31, 2024Tamura Corporation provided dividend guidance for the year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 5.00 per share.
New Risk • Dec 17New major risk - Revenue and earnings growthEarnings have declined by 39% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 39% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (0.8% net profit margin).
お知らせ • Dec 03Tamura Corporation to Report Q3, 2024 Results on Feb 05, 2024Tamura Corporation announced that they will report Q3, 2024 results on Feb 05, 2024
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥0.32 (vs JP¥13.33 in 2Q 2023)Second quarter 2024 results: EPS: JP¥0.32 (down from JP¥13.33 in 2Q 2023). Revenue: JP¥27.4b (up 7.5% from 2Q 2023). Net income: JP¥26.0m (down 98% from 2Q 2023). Profit margin: 0.1% (down from 4.3% in 2Q 2023). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥5.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 43% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).
お知らせ • Aug 31Tamura Corporation to Report Q2, 2024 Results on Nov 07, 2023Tamura Corporation announced that they will report Q2, 2024 results on Nov 07, 2023
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥0.32 (vs JP¥1.92 in 1Q 2023)First quarter 2024 results: EPS: JP¥0.32 (down from JP¥1.92 in 1Q 2023). Revenue: JP¥24.5b (up 2.2% from 1Q 2023). Net income: JP¥26.0m (down 84% from 1Q 2023). Profit margin: 0.1% (down from 0.7% in 1Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
New Risk • Jun 18New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
お知らせ • May 31Tamura Corporation to Report Q1, 2024 Results on Aug 04, 2023Tamura Corporation announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥25.01 (vs JP¥1.02 loss in FY 2022)Full year 2023 results: EPS: JP¥25.01 (up from JP¥1.02 loss in FY 2022). Revenue: JP¥108.0b (up 22% from FY 2022). Net income: JP¥2.05b (up JP¥2.13b from FY 2022). Profit margin: 1.9% (up from net loss in FY 2022). Revenue is forecast to grow 3.0% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Electronic industry in Germany.
お知らせ • May 13Tamura Corporation, Annual General Meeting, Jun 28, 2023Tamura Corporation, Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).
お知らせ • Feb 07+ 1 more updateTamura Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Tamura Corporation provided consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of ¥105,000 million, operating profit of ¥4,500 million, profit attributable to owners of parent of ¥2,700 million and earnings per share of ¥32.87.
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥8.95 (vs JP¥5.16 loss in 3Q 2022)Third quarter 2023 results: EPS: JP¥8.95 (up from JP¥5.16 loss in 3Q 2022). Revenue: JP¥28.9b (up 35% from 3Q 2022). Net income: JP¥731.0m (up JP¥1.16b from 3Q 2022). Profit margin: 2.5% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.
お知らせ • Nov 30Tamura Corporation to Report Q3, 2023 Results on Feb 03, 2023Tamura Corporation announced that they will report Q3, 2023 results on Feb 03, 2023
Reported Earnings • Nov 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥25.5b (up 18% from 2Q 2022). Net income: JP¥1.09b (up 418% from 2Q 2022). Profit margin: 4.3% (up from 1.0% in 2Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Board Change • Nov 17Less 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 not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Akira Kubota was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥13.33 (vs JP¥2.57 in 2Q 2022)Second quarter 2023 results: EPS: JP¥13.33 (up from JP¥2.57 in 2Q 2022). Revenue: JP¥25.5b (up 18% from 2Q 2022). Net income: JP¥1.09b (up 418% from 2Q 2022). Profit margin: 4.3% (up from 1.0% in 2Q 2022). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
お知らせ • Nov 09+ 1 more updateTamura Corporation Announces Cash Dividend for the Second Quarter-End of the Fiscal Year Ending March 31, 2023, Payable on December 1, 2022; Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Tamura Corporation announced cash dividend of JPY 5.00 per share for the second quarter-end of the fiscal year ending March 31, 2023 against JPY 5.00 per share paid a year ago. Scheduled date to commence dividend payments is December 1, 2022.The company provided dividend guidance for the fiscal year ending March 31, 2023. For the year-end, the company expects to pay cash dividend of JPY JPY 5.00 per share against JPY 5.00 per share paid a year ago.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).
お知らせ • Sep 03Tamura Corporation to Report Q2, 2023 Results on Nov 14, 2022Tamura Corporation announced that they will report Q2, 2023 results on Nov 14, 2022
お知らせ • Aug 09+ 1 more updateTamura Corporation Provides Consolidated Earnings Forecast for the First Half and Full Year of Fiscal Year Ending March 31, 2023Tamura Corporation provided consolidated earnings forecast for the first half and full year of fiscal year ending March 31, 2023. For the first half, the company expected net sales to be JPY 45,600 million, Operating profit to be JPY 800 million, Profit attributable to owners of parent to be JPY 200 million and basic earnings per share to be JPY 2.43.For the full year, the company expected net sales to be JPY 94,000 million, Operating profit to be JPY 3,000 million, Profit attributable to owners of parent to be JPY 1,800 million and basic earnings per share to be JPY 21.91.
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥1.92 (vs JP¥3.24 loss in 1Q 2022)First quarter 2023 results: EPS: JP¥1.92 (up from JP¥3.24 loss in 1Q 2022). Revenue: JP¥24.0b (up 23% from 1Q 2022). Net income: JP¥158.0m (up JP¥424.0m from 1Q 2022). Profit margin: 0.7% (up from net loss in 1Q 2022). Over the next year, revenue is forecast to grow 3.0%, compared to a 21% growth forecast for the industry in Germany.
お知らせ • Jun 03Tamura Corporation to Report Q1, 2023 Results on Aug 05, 2022Tamura Corporation announced that they will report Q1, 2023 results on Aug 05, 2022
お知らせ • May 18+ 1 more updateTamura Corporation Provides Consolidated Earning Guidance for the Six Months Ending September 30, 2022 and Full Year Ending March 31, 2023Tamura Corporation provides consolidated earning guidance for the six months ending September 30, 2022 and full year ending March 31, 2023. For the six months, the company expects net sales of JPY 45,600 million, operating profit of JPY 800 million, profit attributable to owners of parent of JPY 200 million and earnings per share of JPY 2.43. For the full year, the company expects net sales of JPY 94,000 million, operating profit of JPY 3,000 million, profit attributable to owners of parent of JPY 1,800 million and earnings per share of JPY 21.91.
Reported Earnings • May 13Full year 2022 earnings released: JP¥1.02 loss per share (vs JP¥6.60 profit in FY 2021)Full year 2022 results: JP¥1.02 loss per share (down from JP¥6.60 profit in FY 2021). Revenue: JP¥88.3b (up 20% from FY 2021). Net loss: JP¥84.0m (down 116% from profit in FY 2021). Over the next year, revenue is forecast to grow 13%, compared to a 25% growth forecast for the industry in Germany.
お知らせ • May 13Tamura Corporation, Annual General Meeting, Jun 28, 2022Tamura Corporation, Annual General Meeting, Jun 28, 2022.
Board Change • Apr 29Less 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 not an independent director. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. 3 independent directors (5 non-independent directors). Independent Outside Director Akira Kubota was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (0.7%).
お知らせ • Mar 03Tamura Corporation to Report Fiscal Year 2022 Results on May 11, 2022Tamura Corporation announced that they will report fiscal year 2022 results on May 11, 2022
Reported Earnings • Feb 06Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: JP¥5.16 loss per share (down from JP¥3.47 loss in 3Q 2021). Revenue: JP¥21.4b (up 13% from 3Q 2021). Net loss: JP¥424.0m (loss widened 49% from 3Q 2021). Revenue exceeded analyst estimates by 2.4%. Over the next year, revenue is forecast to grow 9.9%, compared to a 23% growth forecast for the industry in Germany.
Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS JP¥2.57 (vs JP¥4.16 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥21.6b (up 20% from 2Q 2021). Net income: JP¥211.0m (down 38% from 2Q 2021). Profit margin: 1.0% (down from 1.9% in 2Q 2021). The decrease in margin was driven by higher expenses.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).
Reported Earnings • Aug 06First quarter 2022 earnings released: JP¥3.24 loss per share (vs JP¥3.84 loss in 1Q 2021)The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥19.5b (up 28% from 1Q 2021). Net loss: JP¥266.0m (loss narrowed 16% from 1Q 2021).
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥6.60 (vs JP¥12.48 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥73.9b (down 7.2% from FY 2020). Net income: JP¥542.0m (down 47% from FY 2020). Profit margin: 0.7% (down from 1.3% in FY 2020). The decrease in margin was driven by lower revenue.
Upcoming Dividend • Mar 23Upcoming Dividend of JP¥5.00 Per ShareWill be paid on the 26th of June to those who are registered shareholders by the 30th of March. The trailing yield of 1.5% is below the top quartile of German dividend payers (3.3%), but it is higher than industry peers (0.5%).
お知らせ • Mar 04Tamura Corporation to Report Fiscal Year 2021 Results on May 11, 2021Tamura Corporation announced that they will report fiscal year 2021 results on May 11, 2021
Is New 90 Day High Low • Feb 25New 90-day low: €4.10The company is down 1.0% from its price of €4.16 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 9.0% over the same period.
Reported Earnings • Feb 07Third quarter 2021 earnings released: JP¥3.47 loss per share (vs JP¥3.12 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥19.0b (down 2.9% from 3Q 2020). Net loss: JP¥285.0m (down 211% from profit in 3Q 2020).
Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 2.1%. Over the next year, revenue is forecast to grow 5.5%, compared to a 23% growth forecast for the Electronic industry in Germany.
Is New 90 Day High Low • Dec 10New 90-day high: €4.50The company is up 4.0% from its price of €4.34 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electronic industry, which is up 9.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €2.09 per share.
お知らせ • Dec 05Tamura Corporation to Report Q3, 2021 Results on Feb 04, 2021Tamura Corporation announced that they will report Q3, 2021 results on Feb 04, 2021
Analyst Estimate Surprise Post Earnings • Nov 07Revenue beats expectationsRevenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to stay flat compared to a 23% growth forecast for the Electronic industry in Germany.
Reported Earnings • Nov 07Second quarter 2021 earnings released: EPS JP¥4.16The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥18.0b (down 9.9% from 2Q 2020). Net income: JP¥342.0m (down 56% from 2Q 2020). Profit margin: 1.9% (down from 3.8% in 2Q 2020). The decrease in margin was driven by lower revenue.
お知らせ • Sep 04Tamura Corporation to Report Q2, 2021 Results on Nov 05, 2020Tamura Corporation announced that they will report Q2, 2021 results on Nov 05, 2020
