View Future Growthsantec Holdings 過去の業績過去 基準チェック /66santec Holdingsは、平均年間33.9%の収益成長を遂げていますが、 Electronic業界の収益は、年間 減少しています。収益は、平均年間13.5% 28.1%収益成長率で 成長しています。 santec Holdingsの自己資本利益率は27.5%であり、純利益率は24.3%です。主要情報33.92%収益成長率33.92%EPS成長率Electronic 業界の成長1.03%収益成長率28.10%株主資本利益率27.55%ネット・マージン24.33%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥652 (vs JP¥431 in FY 2025)Full year 2026 results: EPS: JP¥652 (up from JP¥431 in FY 2025). Revenue: JP¥31.5b (up 31% from FY 2025). Net income: JP¥7.67b (up 51% from FY 2025). Profit margin: 24% (up from 21% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 118% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 10santec Holdings Corporation to Report Fiscal Year 2026 Results on May 15, 2026santec Holdings Corporation announced that they will report fiscal year 2026 results on May 15, 2026お知らせ • Nov 29santec Holdings Corporation to Report Q3, 2026 Results on Jan 30, 2026santec Holdings Corporation announced that they will report Q3, 2026 results on Jan 30, 2026お知らせ • Sep 01santec Holdings Corporation to Report Q2, 2026 Results on Nov 07, 2025santec Holdings Corporation announced that they will report Q2, 2026 results on Nov 07, 2025お知らせ • May 31santec Holdings Corporation to Report Q1, 2026 Results on Aug 01, 2025santec Holdings Corporation announced that they will report Q1, 2026 results on Aug 01, 2025お知らせ • Mar 07santec Holdings Corporation to Report Fiscal Year 2025 Results on May 09, 2025santec Holdings Corporation announced that they will report fiscal year 2025 results on May 09, 2025すべての更新を表示Recent updatesReported Earnings • May 20Full year 2026 earnings released: EPS: JP¥652 (vs JP¥431 in FY 2025)Full year 2026 results: EPS: JP¥652 (up from JP¥431 in FY 2025). Revenue: JP¥31.5b (up 31% from FY 2025). Net income: JP¥7.67b (up 51% from FY 2025). Profit margin: 24% (up from 21% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 118% per year, which means it is tracking significantly ahead of earnings growth.New Risk • May 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 3.2% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (13% average weekly change).Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tomohiro Matsukawa was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 15santec Holdings Corporation, Annual General Meeting, Jun 24, 2026santec Holdings Corporation, Annual General Meeting, Jun 24, 2026.お知らせ • May 10santec Holdings Corporation to Report Fiscal Year 2026 Results on May 15, 2026santec Holdings Corporation announced that they will report fiscal year 2026 results on May 15, 2026お知らせ • Nov 29santec Holdings Corporation to Report Q3, 2026 Results on Jan 30, 2026santec Holdings Corporation announced that they will report Q3, 2026 results on Jan 30, 2026お知らせ • Sep 01santec Holdings Corporation to Report Q2, 2026 Results on Nov 07, 2025santec Holdings Corporation announced that they will report Q2, 2026 results on Nov 07, 2025お知らせ • May 31santec Holdings Corporation to Report Q1, 2026 Results on Aug 01, 2025santec Holdings Corporation announced that they will report Q1, 2026 results on Aug 01, 2025お知らせ • May 09santec Holdings Corporation, Annual General Meeting, Jun 18, 2025santec Holdings Corporation, Annual General Meeting, Jun 18, 2025.お知らせ • Mar 07santec Holdings Corporation to Report Fiscal Year 2025 Results on May 09, 2025santec Holdings Corporation announced that they will report fiscal year 2025 results on May 09, 2025お知らせ • Nov 30santec Holdings Corporation to Report Q3, 2025 Results on Feb 07, 2025santec Holdings Corporation announced that they will report Q3, 2025 results on Feb 07, 2025Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥90.81 (vs JP¥70.92 in 2Q 2024)Second quarter 2025 results: EPS: JP¥90.81 (up from JP¥70.92 in 2Q 2024). Revenue: JP¥5.69b (up 40% from 2Q 2024). Net income: JP¥1.07b (up 28% from 2Q 2024). Profit margin: 19% (down from 21% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% 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 43% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Oct 10Now 21% overvaluedOver the last 90 days, the stock has fallen 26% to €36.60. The fair value is estimated to be €30.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.お知らせ • Sep 27santec Holdings Corporation to Report Q2, 2025 Results on Nov 08, 2024santec Holdings Corporation announced that they will report Q2, 2025 results on Nov 08, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 23% 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%).Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €35.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 242% over the past three years.Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥136 (vs JP¥65.05 in 1Q 2024)First quarter 2025 results: EPS: JP¥136 (up from JP¥65.05 in 1Q 2024). Revenue: JP¥6.31b (up 76% from 1Q 2024). Net income: JP¥1.60b (up 109% from 1Q 2024). Profit margin: 25% (up from 21% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% 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 46% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €37.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Electronic industry in Germany. Total returns to shareholders of 289% over the past three years.Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥327 (vs JP¥255 in FY 2023)Full year 2024 results: EPS: JP¥327 (up from JP¥255 in FY 2023). Revenue: JP¥18.9b (up 24% from FY 2023). Net income: JP¥3.85b (up 28% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 7.8% 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 45% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 06santec Holdings Corporation to Report Q1, 2025 Results on Aug 09, 2024santec Holdings Corporation announced that they will report Q1, 2025 results on Aug 09, 2024Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €43.80, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Electronic industry in Germany. Total returns to shareholders of 311% over the past three years.Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €39.40, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 260% over the past three years.Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥327 (vs JP¥255 in FY 2023)Full year 2024 results: EPS: JP¥327 (up from JP¥255 in FY 2023). Revenue: JP¥18.9b (up 24% from FY 2023). Net income: JP¥3.85b (up 28% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 6.5% 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 45% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.お知らせ • May 12santec Holdings Corporation, Annual General Meeting, Jun 19, 2024santec Holdings Corporation, Annual General Meeting, Jun 19, 2024.New Risk • Apr 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.お知らせ • Mar 23santec Holdings Corporation to Report Fiscal Year 2024 Results on May 10, 2024santec Holdings Corporation announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (1.5%).Board Change • Mar 11Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Ayako Miyazaki was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €27.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 129% over the past three years.New Risk • Feb 14New 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 8.2% 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. This is currently the only risk that has been identified for the company.Buy Or Sell Opportunity • Feb 14Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 60% to €27.20. The fair value is estimated to be €20.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥66.07 (vs JP¥46.26 in 3Q 2023)Third quarter 2024 results: EPS: JP¥66.07 (up from JP¥46.26 in 3Q 2023). Revenue: JP¥4.33b (up 11% from 3Q 2023). Net income: JP¥777.0m (up 43% from 3Q 2023). Profit margin: 18% (up from 14% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 • Dec 23santec Holdings Corporation to Report Q3, 2024 Results on Feb 09, 2024santec Holdings Corporation announced that they will report Q3, 2024 results on Feb 09, 2024Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €19.70, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Electronic industry in Germany. Total loss to shareholders of 21% over the past year.Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥70.92 (vs JP¥63.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥70.92 (up from JP¥63.35 in 2Q 2023). Revenue: JP¥4.06b (up 17% from 2Q 2023). Net income: JP¥834.0m (up 12% from 2Q 2023). Profit margin: 21% (in line with 2Q 2023). Revenue is forecast to grow 9.7% 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 • Sep 28santec Holdings Corporation to Report Q2, 2024 Results on Nov 10, 2023santec Holdings Corporation announced that they will report Q2, 2024 results on Nov 10, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥65.05 (vs JP¥65.30 in 1Q 2023)First quarter 2024 results: EPS: JP¥65.05 (down from JP¥65.30 in 1Q 2023). Revenue: JP¥3.58b (up 12% from 1Q 2023). Net income: JP¥765.0m (flat on 1Q 2023). Profit margin: 21% (down from 24% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% 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 • Jun 24Santec Holdings Corporation to Report Q1, 2024 Results on Aug 10, 2023Santec Holdings Corporation announced that they will report Q1, 2024 results on Aug 10, 2023New Risk • Jun 15New 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 6.9% 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. This is currently the only risk that has been identified for the company.Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥255 (vs JP¥141 in FY 2022)Full year 2023 results: EPS: JP¥255 (up from JP¥141 in FY 2022). Revenue: JP¥15.2b (up 72% from FY 2022). Net income: JP¥3.00b (up 81% from FY 2022). Profit margin: 20% (up from 19% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% 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 14Santec Holdings Corporation, Annual General Meeting, Jun 21, 2023Santec Holdings Corporation, Annual General Meeting, Jun 21, 2023.Buying Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be €18.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 33% in 2 years. Earnings is forecast to grow by 18% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥46.26 (vs JP¥29.85 in 3Q 2022)Third quarter 2023 results: EPS: JP¥46.26 (up from JP¥29.85 in 3Q 2022). Revenue: JP¥3.91b (up 79% from 3Q 2022). Net income: JP¥544.0m (up 55% from 3Q 2022). Profit margin: 14% (down from 16% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Electronic industry in Germany.Buying Opportunity • Jan 17Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €25.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.お知らせ • Dec 28Santec Corporation to Report Q3, 2023 Results on Feb 10, 2023Santec Corporation announced that they will report Q3, 2023 results on Feb 10, 2023Buying Opportunity • Dec 23Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be €27.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.Board Change • Nov 23No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Ryoko Miyazaki was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €18.30, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in Germany. Total returns to shareholders of 63% over the past year.お知らせ • Sep 04Santec Corporation to Report Q2, 2023 Results on Nov 11, 2022Santec Corporation announced that they will report Q2, 2023 results on Nov 11, 2022Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 65% share price gain to €22.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Electronic industry in Germany. Total returns to shareholders of 107% over the past year.Board Change • Sep 02No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Ryoko Miyazaki was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥65.30 (vs JP¥20.92 in 1Q 2022)First quarter 2023 results: EPS: JP¥65.30 (up from JP¥20.92 in 1Q 2022). Revenue: JP¥3.19b (up 89% from 1Q 2022). Net income: JP¥768.0m (up 212% from 1Q 2022). Profit margin: 24% (up from 15% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 24%, compared to a 18% growth forecast for the Electronic industry in Germany.お知らせ • Jun 29Santec Corporation to Report Q1, 2023 Results on Aug 12, 2022Santec Corporation announced that they will report Q1, 2023 results on Aug 12, 2022Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €10.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 21x in the Electronic industry in Germany. Total loss to shareholders of 6.0% over the past year.Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥141 (vs JP¥94.04 in FY 2021)Full year 2022 results: EPS: JP¥141 (up from JP¥94.04 in FY 2021). Revenue: JP¥8.89b (up 18% from FY 2021). Net income: JP¥1.66b (up 50% from FY 2021). Profit margin: 19% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 18%, compared to a 19% growth forecast for the industry in Germany.お知らせ • May 18Santec Corporation, Annual General Meeting, Jun 29, 2022Santec Corporation, Annual General Meeting, Jun 29, 2022.Board Change • May 17No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Executive VP, CTO & Director Changho Chong was the last director to join the board, commencing their role in 2019. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Santec Corporation to Report Fiscal Year 2022 Results on May 16, 2022Santec Corporation announced that they will report fiscal year 2022 results on May 16, 2022Reported Earnings • Feb 17Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥29.85 (up from JP¥16.50 in 3Q 2021). Revenue: JP¥2.19b (up 36% from 3Q 2021). Net income: JP¥351.0m (up 81% from 3Q 2021). Profit margin: 16% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 22%, compared to a 23% growth forecast for the industry in Germany.Board Change • Nov 12No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Chairman Daikou Tei was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS JP¥23.81 (vs JP¥22.45 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥1.95b (down 2.1% from 2Q 2021). Net income: JP¥280.0m (up 6.1% from 2Q 2021). Profit margin: 14% (up from 13% in 2Q 2021). The increase in margin was driven by lower expenses.Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥20.92 (vs JP¥39.11 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.69b (down 21% from 1Q 2021). Net income: JP¥246.0m (down 47% from 1Q 2021). Profit margin: 15% (down from 21% in 1Q 2021). The decrease in margin was driven by lower revenue.Reported Earnings • Jun 22Full year 2021 earnings released: EPS JP¥94.04 (vs JP¥70.66 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥7.51b (up 18% from FY 2020). Net income: JP¥1.11b (up 33% from FY 2020). Profit margin: 15% (up from 13% in FY 2020). The increase in margin was driven by higher revenue.Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥94.04 (vs JP¥70.66 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥7.51b (up 18% from FY 2020). Net income: JP¥1.11b (up 33% from FY 2020). Profit margin: 15% (up from 13% in FY 2020). The increase in margin was driven by higher revenue.お知らせ • Mar 04Santec Corporation to Report Fiscal Year 2021 Results on May 11, 2021Santec Corporation announced that they will report fiscal year 2021 results on May 11, 2021収支内訳santec Holdings の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:8AU 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 2631,5077,6677,848031 Dec 2527,9616,1677,167030 Sep 2524,8075,4566,636030 Jun 2523,9064,8486,351031 Mar 2524,0265,0676,347031 Dec 2424,2065,4765,763030 Sep 2423,2174,9215,370030 Jun 2421,5904,6875,071031 Mar 2418,8673,8514,634031 Dec 2316,6313,3204,364030 Sep 2316,2183,0874,354030 Jun 2315,6412,9984,217031 Mar 2315,2463,0014,044031 Dec 2213,6592,8363,881030 Sep 2211,9332,6433,403030 Jun 2210,3932,1782,978031 Mar 228,8901,6562,660031 Dec 217,5801,0652,414030 Sep 217,0079082,282030 Jun 217,0498922,177031 Mar 217,5091,1062,134031 Dec 207,3411,0222,176030 Sep 207,5541,1702,151030 Jun 207,0881,0712,142031 Mar 206,3828312,110031 Dec 196,3538152,068030 Sep 196,0857672,029030 Jun 195,8337951,971031 Mar 195,4226741,968031 Dec 184,9895861,817030 Sep 184,4553861,804030 Jun 184,3243511,798031 Mar 184,6095561,772031 Dec 174,7386891,790030 Sep 174,9509961,737030 Jun 174,8758201,671031 Mar 174,5114951,628031 Dec 164,4032961,604030 Sep 164,218701,552030 Jun 164,1494861,518031 Mar 163,8415251,475031 Dec 153,8486901,423030 Sep 153,5136561,370030 Jun 153,3183751,3460質の高い収益: 8AUは 高品質の収益 を持っています。利益率の向上: 8AUの現在の純利益率 (24.3%)は、昨年(21.1%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 8AUの収益は過去 5 年間で年間33.9%増加しました。成長の加速: 8AUの過去 1 年間の収益成長率 ( 51.3% ) は、5 年間の平均 ( 年間33.9%を上回っています。収益対業界: 8AUの過去 1 年間の収益成長率 ( 51.3% ) はElectronic業界-10.1%を上回りました。株主資本利益率高いROE: 8AUの 自己資本利益率 ( 27.5% ) は 高い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YTech 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/24 08:04終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋santec Holdings Corporation 1 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。1 アナリスト機関Koichi HariyaIchiyoshi Research Institute Inc.
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥652 (vs JP¥431 in FY 2025)Full year 2026 results: EPS: JP¥652 (up from JP¥431 in FY 2025). Revenue: JP¥31.5b (up 31% from FY 2025). Net income: JP¥7.67b (up 51% from FY 2025). Profit margin: 24% (up from 21% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 118% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 10santec Holdings Corporation to Report Fiscal Year 2026 Results on May 15, 2026santec Holdings Corporation announced that they will report fiscal year 2026 results on May 15, 2026
お知らせ • Nov 29santec Holdings Corporation to Report Q3, 2026 Results on Jan 30, 2026santec Holdings Corporation announced that they will report Q3, 2026 results on Jan 30, 2026
お知らせ • Sep 01santec Holdings Corporation to Report Q2, 2026 Results on Nov 07, 2025santec Holdings Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
お知らせ • May 31santec Holdings Corporation to Report Q1, 2026 Results on Aug 01, 2025santec Holdings Corporation announced that they will report Q1, 2026 results on Aug 01, 2025
お知らせ • Mar 07santec Holdings Corporation to Report Fiscal Year 2025 Results on May 09, 2025santec Holdings Corporation announced that they will report fiscal year 2025 results on May 09, 2025
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥652 (vs JP¥431 in FY 2025)Full year 2026 results: EPS: JP¥652 (up from JP¥431 in FY 2025). Revenue: JP¥31.5b (up 31% from FY 2025). Net income: JP¥7.67b (up 51% from FY 2025). Profit margin: 24% (up from 21% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 9.0% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has increased by 118% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • May 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.2% per year for the foreseeable future. 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 expected to decline, then in most cases the share price will decline over time as well. 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 are forecast to decline by an average of 3.2% per year for the foreseeable future. Minor Risk Share price has been volatile over the past 3 months (13% average weekly change).
Board Change • May 20Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 4 non-independent directors. Independent Outside Director Tomohiro Matsukawa was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 15santec Holdings Corporation, Annual General Meeting, Jun 24, 2026santec Holdings Corporation, Annual General Meeting, Jun 24, 2026.
お知らせ • May 10santec Holdings Corporation to Report Fiscal Year 2026 Results on May 15, 2026santec Holdings Corporation announced that they will report fiscal year 2026 results on May 15, 2026
お知らせ • Nov 29santec Holdings Corporation to Report Q3, 2026 Results on Jan 30, 2026santec Holdings Corporation announced that they will report Q3, 2026 results on Jan 30, 2026
お知らせ • Sep 01santec Holdings Corporation to Report Q2, 2026 Results on Nov 07, 2025santec Holdings Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
お知らせ • May 31santec Holdings Corporation to Report Q1, 2026 Results on Aug 01, 2025santec Holdings Corporation announced that they will report Q1, 2026 results on Aug 01, 2025
お知らせ • May 09santec Holdings Corporation, Annual General Meeting, Jun 18, 2025santec Holdings Corporation, Annual General Meeting, Jun 18, 2025.
お知らせ • Mar 07santec Holdings Corporation to Report Fiscal Year 2025 Results on May 09, 2025santec Holdings Corporation announced that they will report fiscal year 2025 results on May 09, 2025
お知らせ • Nov 30santec Holdings Corporation to Report Q3, 2025 Results on Feb 07, 2025santec Holdings Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥90.81 (vs JP¥70.92 in 2Q 2024)Second quarter 2025 results: EPS: JP¥90.81 (up from JP¥70.92 in 2Q 2024). Revenue: JP¥5.69b (up 40% from 2Q 2024). Net income: JP¥1.07b (up 28% from 2Q 2024). Profit margin: 19% (down from 21% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% 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 43% per year but the company’s share price has only increased by 36% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Oct 10Now 21% overvaluedOver the last 90 days, the stock has fallen 26% to €36.60. The fair value is estimated to be €30.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 37% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
お知らせ • Sep 27santec Holdings Corporation to Report Q2, 2025 Results on Nov 08, 2024santec Holdings Corporation announced that they will report Q2, 2025 results on Nov 08, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 23% 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%).
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €35.80, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Electronic industry in Germany. Total returns to shareholders of 242% over the past three years.
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥136 (vs JP¥65.05 in 1Q 2024)First quarter 2025 results: EPS: JP¥136 (up from JP¥65.05 in 1Q 2024). Revenue: JP¥6.31b (up 76% from 1Q 2024). Net income: JP¥1.60b (up 109% from 1Q 2024). Profit margin: 25% (up from 21% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.4% 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 46% per year but the company’s share price has increased by 60% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to €37.60, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Electronic industry in Germany. Total returns to shareholders of 289% over the past three years.
Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥327 (vs JP¥255 in FY 2023)Full year 2024 results: EPS: JP¥327 (up from JP¥255 in FY 2023). Revenue: JP¥18.9b (up 24% from FY 2023). Net income: JP¥3.85b (up 28% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 7.8% 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 45% per year but the company’s share price has increased by 59% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 06santec Holdings Corporation to Report Q1, 2025 Results on Aug 09, 2024santec Holdings Corporation announced that they will report Q1, 2025 results on Aug 09, 2024
Valuation Update With 7 Day Price Move • Jun 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €43.80, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 14x in the Electronic industry in Germany. Total returns to shareholders of 311% over the past three years.
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 28%After last week's 28% share price gain to €39.40, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 260% over the past three years.
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥327 (vs JP¥255 in FY 2023)Full year 2024 results: EPS: JP¥327 (up from JP¥255 in FY 2023). Revenue: JP¥18.9b (up 24% from FY 2023). Net income: JP¥3.85b (up 28% from FY 2023). Profit margin: 20% (in line with FY 2023). Revenue is forecast to grow 6.5% 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 45% per year but the company’s share price has only increased by 38% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12santec Holdings Corporation, Annual General Meeting, Jun 19, 2024santec Holdings Corporation, Annual General Meeting, Jun 19, 2024.
New Risk • Apr 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of German stocks, typically moving 9.9% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. This is currently the only risk that has been identified for the company.
お知らせ • Mar 23santec Holdings Corporation to Report Fiscal Year 2024 Results on May 10, 2024santec Holdings Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (1.5%).
Board Change • Mar 11Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was an independent director. The company's board is composed of: 1 new director. 2 experienced directors. 4 highly experienced directors. 3 independent directors (4 non-independent directors). Independent Outside Director Ayako Miyazaki was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €27.20, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 13x in the Electronic industry in Germany. Total returns to shareholders of 129% over the past three years.
New Risk • Feb 14New 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 8.2% 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. This is currently the only risk that has been identified for the company.
Buy Or Sell Opportunity • Feb 14Now 35% overvalued after recent price riseOver the last 90 days, the stock has risen 60% to €27.20. The fair value is estimated to be €20.14, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 34% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 27% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥66.07 (vs JP¥46.26 in 3Q 2023)Third quarter 2024 results: EPS: JP¥66.07 (up from JP¥46.26 in 3Q 2023). Revenue: JP¥4.33b (up 11% from 3Q 2023). Net income: JP¥777.0m (up 43% from 3Q 2023). Profit margin: 18% (up from 14% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 10% 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 • Dec 23santec Holdings Corporation to Report Q3, 2024 Results on Feb 09, 2024santec Holdings Corporation announced that they will report Q3, 2024 results on Feb 09, 2024
Valuation Update With 7 Day Price Move • Nov 24Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €19.70, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 11x in the Electronic industry in Germany. Total loss to shareholders of 21% over the past year.
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥70.92 (vs JP¥63.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥70.92 (up from JP¥63.35 in 2Q 2023). Revenue: JP¥4.06b (up 17% from 2Q 2023). Net income: JP¥834.0m (up 12% from 2Q 2023). Profit margin: 21% (in line with 2Q 2023). Revenue is forecast to grow 9.7% 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 • Sep 28santec Holdings Corporation to Report Q2, 2024 Results on Nov 10, 2023santec Holdings Corporation announced that they will report Q2, 2024 results on Nov 10, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).
Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥65.05 (vs JP¥65.30 in 1Q 2023)First quarter 2024 results: EPS: JP¥65.05 (down from JP¥65.30 in 1Q 2023). Revenue: JP¥3.58b (up 12% from 1Q 2023). Net income: JP¥765.0m (flat on 1Q 2023). Profit margin: 21% (down from 24% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.5% 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 • Jun 24Santec Holdings Corporation to Report Q1, 2024 Results on Aug 10, 2023Santec Holdings Corporation announced that they will report Q1, 2024 results on Aug 10, 2023
New Risk • Jun 15New 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 6.9% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥255 (vs JP¥141 in FY 2022)Full year 2023 results: EPS: JP¥255 (up from JP¥141 in FY 2022). Revenue: JP¥15.2b (up 72% from FY 2022). Net income: JP¥3.00b (up 81% from FY 2022). Profit margin: 20% (up from 19% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 9.6% 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 14Santec Holdings Corporation, Annual General Meeting, Jun 21, 2023Santec Holdings Corporation, Annual General Meeting, Jun 21, 2023.
Buying Opportunity • May 12Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 27%. The fair value is estimated to be €18.78, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 23% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 33% in 2 years. Earnings is forecast to grow by 18% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥46.26 (vs JP¥29.85 in 3Q 2022)Third quarter 2023 results: EPS: JP¥46.26 (up from JP¥29.85 in 3Q 2022). Revenue: JP¥3.91b (up 79% from 3Q 2022). Net income: JP¥544.0m (up 55% from 3Q 2022). Profit margin: 14% (down from 16% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Electronic industry in Germany.
Buying Opportunity • Jan 17Now 20% undervaluedOver the last 90 days, the stock is up 18%. The fair value is estimated to be €25.38, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.
お知らせ • Dec 28Santec Corporation to Report Q3, 2023 Results on Feb 10, 2023Santec Corporation announced that they will report Q3, 2023 results on Feb 10, 2023
Buying Opportunity • Dec 23Now 21% undervaluedOver the last 90 days, the stock is up 13%. The fair value is estimated to be €27.74, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 37%. Revenue is forecast to grow by 53% in 2 years. Earnings is forecast to grow by 33% in the next 2 years.
Board Change • Nov 23No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Ryoko Miyazaki was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €18.30, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 15x in the Electronic industry in Germany. Total returns to shareholders of 63% over the past year.
お知らせ • Sep 04Santec Corporation to Report Q2, 2023 Results on Nov 11, 2022Santec Corporation announced that they will report Q2, 2023 results on Nov 11, 2022
Valuation Update With 7 Day Price Move • Sep 02Investor sentiment improved over the past weekAfter last week's 65% share price gain to €22.00, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 15x in the Electronic industry in Germany. Total returns to shareholders of 107% over the past year.
Board Change • Sep 02No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 4 non-independent directors. Auditor Ryoko Miyazaki was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 15First quarter 2023 earnings released: EPS: JP¥65.30 (vs JP¥20.92 in 1Q 2022)First quarter 2023 results: EPS: JP¥65.30 (up from JP¥20.92 in 1Q 2022). Revenue: JP¥3.19b (up 89% from 1Q 2022). Net income: JP¥768.0m (up 212% from 1Q 2022). Profit margin: 24% (up from 15% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 24%, compared to a 18% growth forecast for the Electronic industry in Germany.
お知らせ • Jun 29Santec Corporation to Report Q1, 2023 Results on Aug 12, 2022Santec Corporation announced that they will report Q1, 2023 results on Aug 12, 2022
Valuation Update With 7 Day Price Move • May 23Investor sentiment improved over the past weekAfter last week's 16% share price gain to €10.90, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 21x in the Electronic industry in Germany. Total loss to shareholders of 6.0% over the past year.
Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥141 (vs JP¥94.04 in FY 2021)Full year 2022 results: EPS: JP¥141 (up from JP¥94.04 in FY 2021). Revenue: JP¥8.89b (up 18% from FY 2021). Net income: JP¥1.66b (up 50% from FY 2021). Profit margin: 19% (up from 15% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 18%, compared to a 19% growth forecast for the industry in Germany.
お知らせ • May 18Santec Corporation, Annual General Meeting, Jun 29, 2022Santec Corporation, Annual General Meeting, Jun 29, 2022.
Board Change • May 17No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Executive VP, CTO & Director Changho Chong was the last director to join the board, commencing their role in 2019. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Santec Corporation to Report Fiscal Year 2022 Results on May 16, 2022Santec Corporation announced that they will report fiscal year 2022 results on May 16, 2022
Reported Earnings • Feb 17Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥29.85 (up from JP¥16.50 in 3Q 2021). Revenue: JP¥2.19b (up 36% from 3Q 2021). Net income: JP¥351.0m (up 81% from 3Q 2021). Profit margin: 16% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.8%. Over the next year, revenue is forecast to grow 22%, compared to a 23% growth forecast for the industry in Germany.
Board Change • Nov 12No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 5 non-independent directors. Chairman Daikou Tei was the last director to join the board, commencing their role in 2020. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 30Second quarter 2022 earnings released: EPS JP¥23.81 (vs JP¥22.45 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥1.95b (down 2.1% from 2Q 2021). Net income: JP¥280.0m (up 6.1% from 2Q 2021). Profit margin: 14% (up from 13% in 2Q 2021). The increase in margin was driven by lower expenses.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 04 December 2021. Trailing yield: 2.1%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥20.92 (vs JP¥39.11 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥1.69b (down 21% from 1Q 2021). Net income: JP¥246.0m (down 47% from 1Q 2021). Profit margin: 15% (down from 21% in 1Q 2021). The decrease in margin was driven by lower revenue.
Reported Earnings • Jun 22Full year 2021 earnings released: EPS JP¥94.04 (vs JP¥70.66 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥7.51b (up 18% from FY 2020). Net income: JP¥1.11b (up 33% from FY 2020). Profit margin: 15% (up from 13% in FY 2020). The increase in margin was driven by higher revenue.
Reported Earnings • May 14Full year 2021 earnings released: EPS JP¥94.04 (vs JP¥70.66 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥7.51b (up 18% from FY 2020). Net income: JP¥1.11b (up 33% from FY 2020). Profit margin: 15% (up from 13% in FY 2020). The increase in margin was driven by higher revenue.
お知らせ • Mar 04Santec Corporation to Report Fiscal Year 2021 Results on May 11, 2021Santec Corporation announced that they will report fiscal year 2021 results on May 11, 2021