View ValuationKonoike TransportLtd 将来の成長Future 基準チェック /16Konoike TransportLtd利益と収益がそれぞれ年間7.2%と3.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10.3% 7.2%なると予測されています。主要情報7.2%収益成長率7.23%EPS成長率Logistics 収益成長17.2%収益成長率3.6%将来の株主資本利益率10.30%アナリストカバレッジLow最終更新日12 Jun 2026今後の成長に関する最新情報お知らせ • Aug 13Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and for the Full Year Ending March 31, 2025Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the Six months ending September 30, 2024 and for the full year ending March 31, 2025. For the Six months, the company expected Net sales of JPY 170,000 million, Operating profit of JPY 11,500 million, Profit attributable to owners of parent of JPY 9,300 million and Earnings per share of JPY 175.35. For the Full year, the company expected Net sales of JPY 340,000 million, Operating profit of JPY 18,000 million, Profit attributable to owners of parent of JPY 12,000 million and Earnings per share of JPY 226.33.お知らせ • Mar 15+ 1 more updateKonoike Transport Co.,Ltd. Revises Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. revised consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 313,500 million, Operating profit of JPY 16,400 million, Profit attributable to owners of parent of JPY 10,800 million and basic earnings per share of JPY 203.72.お知らせ • Nov 15Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 311,000 million, Operating profit of JPY 14,300 million, Profit attributable to owners of parent of JPY 9,000 million and Earnings per share of JPY 169.80.すべての更新を表示Recent updatesお知らせ • May 13Konoike Transport Co.,Ltd., Annual General Meeting, Jun 23, 2026Konoike Transport Co.,Ltd., Annual General Meeting, Jun 23, 2026.お知らせ • May 09+ 3 more updatesKonoike Transport Co.,Ltd. to Report Q3, 2027 Results on Feb 10, 2027Konoike Transport Co.,Ltd. announced that they will report Q3, 2027 results on Feb 10, 2027お知らせ • May 09Konoike Transport Co.,Ltd., Annual General Meeting, Jun 24, 2025Konoike Transport Co.,Ltd., Annual General Meeting, Jun 24, 2025.お知らせ • Mar 01+ 1 more updateKonoike Transport Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026Konoike Transport Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026お知らせ • Feb 28+ 1 more updateKonoike Transport Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Konoike Transport Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025お知らせ • Feb 11Japanese Investors May Acquire Majority Stake in PrathamThe Japanese consortium of Osaka Gas Co., Ltd. (TSE:9532), Sumitomo Corporation (TSE:8053), Japan Bank for International Cooperation (JBIC) and Konoike Transport Co.,Ltd. (TSE:9025) is planning to double its stake in city gas distribution company AG&P Pratham ahead of its IPO planned next year, according to sources aware of the development. This will make the consortium a majority stakeholder in the I-Squared Capital-backed company, which was last year valued at $1.5 billion. Currently, infrastructure investor I-Squared Capital is the majority stakeholder with a 56% stake in AG&P Pratham. Osaka, Sumitomo, JBIC and Konoike Transport together hold 26%. The balance of 18% is with Singapore-based Atlantic Gulf & Pacific (AG&P) LNG, the sources added. “The Japanese consortium including Osaka Gas is very interested and willing to increase their stake in AG&P Pratham. I-Squared Capital will dilute their stake for the Japanese consortium to increase the stake,” said an official aware of the development, adding that AG&P is planning an IPO in the second half of 2026 and the stake dilution will take place before that. Last March, I-Squared Capital decided to merge the operations of its city gas distribution companies in India — AG&P Pratham and Think Gas Distribution. The combined entity is valued at around $1.5 billion. The merger is awaiting regulatory approvals. “The merged entity will operate for a year before filing for an IPO. The management is also planning to rename the company shortly,” said another source, adding that the company's new identity could be unveiled at the India Energy Week to be held in New Delhi next week. “After the regulatory approvals, AG&P Pratham will go for an IPO. I-Squared wants to dilute stake and the Japanese consortium plans to become a majority stake holder. If I-Squared Capital dilutes up to 20% stake and the Japanese consortium decides to pick it up, its shareholding could go up to 46%,” said the official aware of the development. In an emailed response, an Osaka Gas spokesperson said: “Neither our company nor the J-Consortium has made any decisions regarding additional investments or becoming a majority shareholder.” An AG&P Pratham spokesperson said: “At this time, we are unable to provide any comment regarding our future plans.” I-Squared Capital did not respond to an email seeking comment.お知らせ • Jan 23Konoike Transport Co.,Ltd. (TSE:9025) completed the acquisition of Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD).Konoike Transport Co.,Ltd. (TSE:9025) agreed to acquire Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) for INR 3.2 billion on September 19, 2024. Shareholders of MSTC shareholders approved the deal. transaction has been approved by Alternative Mechanism, empowered by the Cabinet Committee on Economic Affairs. Ferro Scrap Nigam reported net worth of INR 4.5 billion, total assets of INR 7.7 billion, sales of INR 7.6 billion and net income of INR 1.1 billion for fiscal year ending March 2024. The transaction is expected to complete on January 15, 2025. Konoike Transport Co.,Ltd. entered into an agreement for sale to acquire Ferro Scrap Nigam Limited from MSTC Limited on October 24, 2024. The transaction is expected to complete after 60 business days from the date of execution of share purchase agreement. Konoike Transport Co.,Ltd. (TSE:9025) completed the acquisition of Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) on January 21, 2025.お知らせ • Sep 21Konoike Transport Co.,Ltd. (TSE:9025) agreed to acquire Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) for INR 3.2 billion.Konoike Transport Co.,Ltd. (TSE:9025) agreed to acquire Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) for INR 3.2 billion on December 22, 2021. Shareholders of MSTC shareholders approved the deal. transaction has been approved by Alternative Mechanism, empowered by the Cabinet Committee on Economic Affairs.Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥119 (vs JP¥49.48 in 1Q 2024)First quarter 2025 results: EPS: JP¥119 (up from JP¥49.48 in 1Q 2024). Revenue: JP¥83.7b (up 8.8% from 1Q 2024). Net income: JP¥6.33b (up 141% from 1Q 2024). Profit margin: 7.6% (up from 3.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 13Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and for the Full Year Ending March 31, 2025Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the Six months ending September 30, 2024 and for the full year ending March 31, 2025. For the Six months, the company expected Net sales of JPY 170,000 million, Operating profit of JPY 11,500 million, Profit attributable to owners of parent of JPY 9,300 million and Earnings per share of JPY 175.35. For the Full year, the company expected Net sales of JPY 340,000 million, Operating profit of JPY 18,000 million, Profit attributable to owners of parent of JPY 12,000 million and Earnings per share of JPY 226.33.Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 273%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 1 highly experienced director. Audit & Supervisory Board Member Hiroaki Kobayashi was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Jun 28Full year 2024 earnings released: EPS: JP¥214 (vs JP¥157 in FY 2023)Full year 2024 results: EPS: JP¥214 (up from JP¥157 in FY 2023). Revenue: JP¥315.0b (up 1.0% from FY 2023). Net income: JP¥11.3b (up 37% from FY 2023). Profit margin: 3.6% (up from 2.7% in FY 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 02+ 1 more updateKonoike Transport Co.,Ltd. to Report Q2, 2025 Results on Nov 11, 2024Konoike Transport Co.,Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥214 (vs JP¥157 in FY 2023)Full year 2024 results: EPS: JP¥214 (up from JP¥157 in FY 2023). Revenue: JP¥315.0b (up 1.0% from FY 2023). Net income: JP¥11.3b (up 37% from FY 2023). Profit margin: 3.6% (up from 2.7% in FY 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.お知らせ • May 12Konoike Transport Co.,Ltd., Annual General Meeting, Jun 21, 2024Konoike Transport Co.,Ltd., Annual General Meeting, Jun 21, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.2%).Reported Earnings • Mar 17Third quarter 2024 earnings released: EPS: JP¥57.07 (vs JP¥33.63 in 3Q 2023)Third quarter 2024 results: EPS: JP¥57.07 (up from JP¥33.63 in 3Q 2023). Revenue: JP¥80.3b (down 1.5% from 3Q 2023). Net income: JP¥3.03b (up 70% from 3Q 2023). Profit margin: 3.8% (up from 2.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Mar 15+ 1 more updateKonoike Transport Co.,Ltd. Revises Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. revised consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 313,500 million, Operating profit of JPY 16,400 million, Profit attributable to owners of parent of JPY 10,800 million and basic earnings per share of JPY 203.72.お知らせ • Mar 03Konoike Transport Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024Konoike Transport Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024お知らせ • Nov 15Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 311,000 million, Operating profit of JPY 14,300 million, Profit attributable to owners of parent of JPY 9,000 million and Earnings per share of JPY 169.80.Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥54.89 (vs JP¥51.08 in 2Q 2023)Second quarter 2024 results: EPS: JP¥54.89 (up from JP¥51.08 in 2Q 2023). Revenue: JP¥78.6b (flat on 2Q 2023). Net income: JP¥2.91b (up 7.6% from 2Q 2023). Profit margin: 3.7% (up from 3.4% in 2Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • May 17Konoike Transport Co.,Ltd. Announces Year End Divided for the Year Ended March 31, 2023 and Provides Second Quarter Divided and Year End Dividend Forecast for the Year Ending March 31, 2024Konoike Transport Co.,Ltd. announced year end divided of JPY 24.00 for the Year ended March 31, 2023. The company also provided second quarter divided forecast of JPY 18.00 and year end dividend forecast of JPY 24.00 for the Year ending March 31, 2024. Scheduled date to commence dividend payments: June 23, 2023.業績と収益の成長予測DB:2KT - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029403,13318,26714,08527,29033/31/2028394,50017,72510,75426,26743/31/2027370,47515,22512,96323,00043/31/2026355,55514,26811,19824,862N/A12/31/2025356,84912,736N/AN/AN/A9/30/2025354,62012,45510,12724,583N/A6/30/2025350,57112,349N/AN/AN/A3/31/2025344,98714,05013,54423,468N/A12/31/2024337,57416,590N/AN/AN/A9/30/2024329,17615,53913,26322,643N/A6/30/2024321,81215,054N/AN/AN/A3/31/2024315,02911,3499,46717,687N/A12/31/2023310,5969,934N/AN/AN/A9/30/2023311,8228,68913,27019,096N/A6/30/2023312,2928,484N/AN/AN/A3/31/2023311,8408,30112,99018,793N/A12/31/2022315,2377,804N/AN/AN/A9/30/2022311,5358,7429,69916,951N/A6/30/2022305,9357,694N/AN/AN/A3/31/2022301,3737,9887,82516,749N/A12/31/2021295,9786,996N/AN/AN/A9/30/2021291,8866,4143,45416,132N/A6/30/2021293,4096,576N/AN/AN/A3/31/2021292,3484,83688314,465N/A12/31/2020293,6503,267N/AN/AN/A9/30/2020299,8573,1943,01814,362N/A6/30/2020304,0473,312N/AN/AN/A3/31/2020310,8344,5936,20518,367N/A12/31/2019311,9825,811N/AN/AN/A9/30/2019307,0216,496N/A6,678N/A6/30/2019299,9176,484N/AN/AN/A3/31/2019294,1586,289N/A5,808N/A12/31/2018287,1447,347N/AN/AN/A9/30/2018283,3726,712N/A17,768N/A6/30/2018281,7247,167N/AN/AN/A3/31/2018276,7617,042N/A14,351N/A12/31/2017271,4567,709N/AN/AN/A9/30/2017265,5797,396N/A11,870N/A6/30/2017260,5707,026N/AN/AN/A3/31/2017258,3327,310N/A16,508N/A12/31/2016257,2446,647N/AN/AN/A9/30/2016256,5467,288N/A16,752N/A6/30/2016255,2217,018N/AN/AN/A3/31/2016252,5506,411N/A11,279N/A12/31/2015251,5106,644N/AN/AN/A9/30/2015249,9275,844N/A13,448N/A6/30/2015247,7345,622N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 2KTの予測収益成長率 (年間7.2% ) は 貯蓄率 ( 1.9% ) を上回っています。収益対市場: 2KTの収益 ( 7.2% ) German市場 ( 17.1% ) よりも低い成長が予測されています。高成長収益: 2KTの収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 2KTの収益 ( 3.6% ) German市場 ( 6.7% ) よりも低い成長が予測されています。高い収益成長: 2KTの収益 ( 3.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 2KTの 自己資本利益率 は、3年後には低くなると予測されています ( 10.3 %)。成長企業の発掘7D1Y7D1Y7D1YTransportation 業界の高成長企業。View Past Performance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2026/06/12 17:53終値2026/06/12 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Konoike Transport Co.,Ltd. 4 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。7 アナリスト機関Masayoshi YonezawaDaiwa Securities Co. Ltd.Yumiko KaiIchiyoshi Research Institute Inc.Katsuhiko SuzukiMizuho Securities Co., Ltd.4 その他のアナリストを表示
お知らせ • Aug 13Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and for the Full Year Ending March 31, 2025Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the Six months ending September 30, 2024 and for the full year ending March 31, 2025. For the Six months, the company expected Net sales of JPY 170,000 million, Operating profit of JPY 11,500 million, Profit attributable to owners of parent of JPY 9,300 million and Earnings per share of JPY 175.35. For the Full year, the company expected Net sales of JPY 340,000 million, Operating profit of JPY 18,000 million, Profit attributable to owners of parent of JPY 12,000 million and Earnings per share of JPY 226.33.
お知らせ • Mar 15+ 1 more updateKonoike Transport Co.,Ltd. Revises Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. revised consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 313,500 million, Operating profit of JPY 16,400 million, Profit attributable to owners of parent of JPY 10,800 million and basic earnings per share of JPY 203.72.
お知らせ • Nov 15Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 311,000 million, Operating profit of JPY 14,300 million, Profit attributable to owners of parent of JPY 9,000 million and Earnings per share of JPY 169.80.
お知らせ • May 13Konoike Transport Co.,Ltd., Annual General Meeting, Jun 23, 2026Konoike Transport Co.,Ltd., Annual General Meeting, Jun 23, 2026.
お知らせ • May 09+ 3 more updatesKonoike Transport Co.,Ltd. to Report Q3, 2027 Results on Feb 10, 2027Konoike Transport Co.,Ltd. announced that they will report Q3, 2027 results on Feb 10, 2027
お知らせ • May 09Konoike Transport Co.,Ltd., Annual General Meeting, Jun 24, 2025Konoike Transport Co.,Ltd., Annual General Meeting, Jun 24, 2025.
お知らせ • Mar 01+ 1 more updateKonoike Transport Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026Konoike Transport Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
お知らせ • Feb 28+ 1 more updateKonoike Transport Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Konoike Transport Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
お知らせ • Feb 11Japanese Investors May Acquire Majority Stake in PrathamThe Japanese consortium of Osaka Gas Co., Ltd. (TSE:9532), Sumitomo Corporation (TSE:8053), Japan Bank for International Cooperation (JBIC) and Konoike Transport Co.,Ltd. (TSE:9025) is planning to double its stake in city gas distribution company AG&P Pratham ahead of its IPO planned next year, according to sources aware of the development. This will make the consortium a majority stakeholder in the I-Squared Capital-backed company, which was last year valued at $1.5 billion. Currently, infrastructure investor I-Squared Capital is the majority stakeholder with a 56% stake in AG&P Pratham. Osaka, Sumitomo, JBIC and Konoike Transport together hold 26%. The balance of 18% is with Singapore-based Atlantic Gulf & Pacific (AG&P) LNG, the sources added. “The Japanese consortium including Osaka Gas is very interested and willing to increase their stake in AG&P Pratham. I-Squared Capital will dilute their stake for the Japanese consortium to increase the stake,” said an official aware of the development, adding that AG&P is planning an IPO in the second half of 2026 and the stake dilution will take place before that. Last March, I-Squared Capital decided to merge the operations of its city gas distribution companies in India — AG&P Pratham and Think Gas Distribution. The combined entity is valued at around $1.5 billion. The merger is awaiting regulatory approvals. “The merged entity will operate for a year before filing for an IPO. The management is also planning to rename the company shortly,” said another source, adding that the company's new identity could be unveiled at the India Energy Week to be held in New Delhi next week. “After the regulatory approvals, AG&P Pratham will go for an IPO. I-Squared wants to dilute stake and the Japanese consortium plans to become a majority stake holder. If I-Squared Capital dilutes up to 20% stake and the Japanese consortium decides to pick it up, its shareholding could go up to 46%,” said the official aware of the development. In an emailed response, an Osaka Gas spokesperson said: “Neither our company nor the J-Consortium has made any decisions regarding additional investments or becoming a majority shareholder.” An AG&P Pratham spokesperson said: “At this time, we are unable to provide any comment regarding our future plans.” I-Squared Capital did not respond to an email seeking comment.
お知らせ • Jan 23Konoike Transport Co.,Ltd. (TSE:9025) completed the acquisition of Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD).Konoike Transport Co.,Ltd. (TSE:9025) agreed to acquire Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) for INR 3.2 billion on September 19, 2024. Shareholders of MSTC shareholders approved the deal. transaction has been approved by Alternative Mechanism, empowered by the Cabinet Committee on Economic Affairs. Ferro Scrap Nigam reported net worth of INR 4.5 billion, total assets of INR 7.7 billion, sales of INR 7.6 billion and net income of INR 1.1 billion for fiscal year ending March 2024. The transaction is expected to complete on January 15, 2025. Konoike Transport Co.,Ltd. entered into an agreement for sale to acquire Ferro Scrap Nigam Limited from MSTC Limited on October 24, 2024. The transaction is expected to complete after 60 business days from the date of execution of share purchase agreement. Konoike Transport Co.,Ltd. (TSE:9025) completed the acquisition of Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) on January 21, 2025.
お知らせ • Sep 21Konoike Transport Co.,Ltd. (TSE:9025) agreed to acquire Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) for INR 3.2 billion.Konoike Transport Co.,Ltd. (TSE:9025) agreed to acquire Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) for INR 3.2 billion on December 22, 2021. Shareholders of MSTC shareholders approved the deal. transaction has been approved by Alternative Mechanism, empowered by the Cabinet Committee on Economic Affairs.
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥119 (vs JP¥49.48 in 1Q 2024)First quarter 2025 results: EPS: JP¥119 (up from JP¥49.48 in 1Q 2024). Revenue: JP¥83.7b (up 8.8% from 1Q 2024). Net income: JP¥6.33b (up 141% from 1Q 2024). Profit margin: 7.6% (up from 3.4% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 13Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and for the Full Year Ending March 31, 2025Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the Six months ending September 30, 2024 and for the full year ending March 31, 2025. For the Six months, the company expected Net sales of JPY 170,000 million, Operating profit of JPY 11,500 million, Profit attributable to owners of parent of JPY 9,300 million and Earnings per share of JPY 175.35. For the Full year, the company expected Net sales of JPY 340,000 million, Operating profit of JPY 18,000 million, Profit attributable to owners of parent of JPY 12,000 million and Earnings per share of JPY 226.33.
Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 273%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 1 highly experienced director. Audit & Supervisory Board Member Hiroaki Kobayashi was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Jun 28Full year 2024 earnings released: EPS: JP¥214 (vs JP¥157 in FY 2023)Full year 2024 results: EPS: JP¥214 (up from JP¥157 in FY 2023). Revenue: JP¥315.0b (up 1.0% from FY 2023). Net income: JP¥11.3b (up 37% from FY 2023). Profit margin: 3.6% (up from 2.7% in FY 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 02+ 1 more updateKonoike Transport Co.,Ltd. to Report Q2, 2025 Results on Nov 11, 2024Konoike Transport Co.,Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥214 (vs JP¥157 in FY 2023)Full year 2024 results: EPS: JP¥214 (up from JP¥157 in FY 2023). Revenue: JP¥315.0b (up 1.0% from FY 2023). Net income: JP¥11.3b (up 37% from FY 2023). Profit margin: 3.6% (up from 2.7% in FY 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.
お知らせ • May 12Konoike Transport Co.,Ltd., Annual General Meeting, Jun 21, 2024Konoike Transport Co.,Ltd., Annual General Meeting, Jun 21, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.2%).
Reported Earnings • Mar 17Third quarter 2024 earnings released: EPS: JP¥57.07 (vs JP¥33.63 in 3Q 2023)Third quarter 2024 results: EPS: JP¥57.07 (up from JP¥33.63 in 3Q 2023). Revenue: JP¥80.3b (down 1.5% from 3Q 2023). Net income: JP¥3.03b (up 70% from 3Q 2023). Profit margin: 3.8% (up from 2.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Mar 15+ 1 more updateKonoike Transport Co.,Ltd. Revises Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. revised consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 313,500 million, Operating profit of JPY 16,400 million, Profit attributable to owners of parent of JPY 10,800 million and basic earnings per share of JPY 203.72.
お知らせ • Mar 03Konoike Transport Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024Konoike Transport Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
お知らせ • Nov 15Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 311,000 million, Operating profit of JPY 14,300 million, Profit attributable to owners of parent of JPY 9,000 million and Earnings per share of JPY 169.80.
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥54.89 (vs JP¥51.08 in 2Q 2023)Second quarter 2024 results: EPS: JP¥54.89 (up from JP¥51.08 in 2Q 2023). Revenue: JP¥78.6b (flat on 2Q 2023). Net income: JP¥2.91b (up 7.6% from 2Q 2023). Profit margin: 3.7% (up from 3.4% in 2Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • May 17Konoike Transport Co.,Ltd. Announces Year End Divided for the Year Ended March 31, 2023 and Provides Second Quarter Divided and Year End Dividend Forecast for the Year Ending March 31, 2024Konoike Transport Co.,Ltd. announced year end divided of JPY 24.00 for the Year ended March 31, 2023. The company also provided second quarter divided forecast of JPY 18.00 and year end dividend forecast of JPY 24.00 for the Year ending March 31, 2024. Scheduled date to commence dividend payments: June 23, 2023.