Osaka Gas（OSA）株式概要大阪ガス(株)は、ガス、電力、その他のエネルギー製品およびサービスを日本および海外で提供している。 詳細OSA ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長0/6過去の実績4/6財務の健全性5/6配当金5/6報酬株価収益率（ 13.6 x） German市場（ 17.2 x）を下回っています。過去1年間で収益は13.6%増加しました 2.39%の安定した配当金を支払う リスク分析リスクチェックの結果、OSA 、リスクは検出されなかった。すべてのリスクチェックを見るOSA 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€29.0013.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02t2016201920222025202620282031Revenue JP¥2.1tEarnings JP¥157.2bAdvancedSet Fair ValueView all narrativesOsaka Gas Co., Ltd. 競合他社Tokyo GasLtdSymbol: TSE:9531Market cap: JP¥2.1tUniperSymbol: XTRA:UN0Market cap: €19.9bAltaGasSymbol: TSX:ALAMarket cap: CA$16.9bE.ONSymbol: XTRA:EOANMarket cap: €47.2b価格と性能株価の高値、安値、推移の概要Osaka Gas過去の株価現在の株価JP¥29.0052週高値JP¥37.0052週安値JP¥21.00ベータ-0.201ヶ月の変化-5.84%3ヶ月変化-19.44%1年変化31.82%3年間の変化94.63%5年間の変化85.90%IPOからの変化110.37%最新ニュースお知らせ • Jun 04Osaka Gas Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026Osaka Gas Co., Ltd. announced that they will report Q1, 2027 results on Jul 30, 2026お知らせ • May 09Osaka Gas Co., Ltd. to Report Fiscal Year 2026 Results on May 08, 2026Osaka Gas Co., Ltd. announced that they will report fiscal year 2026 results on May 08, 2026お知らせ • May 08+ 1 more updateOsaka Gas Co., Ltd., Annual General Meeting, Jun 23, 2026Osaka Gas Co., Ltd., Annual General Meeting, Jun 23, 2026.お知らせ • Feb 03Osaka Gas Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Osaka Gas Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 2,050,000 million; operating profit of JPY 160,000 million; profit attributable to owners of parent of JPY 142,000 million; earnings per share of JPY 363.17.お知らせ • Dec 06Osaka Gas Co., Ltd. to Report Q3, 2026 Results on Feb 02, 2026Osaka Gas Co., Ltd. announced that they will report Q3, 2026 results on Feb 02, 2026お知らせ • Oct 31Osaka Gas Co., Ltd. Announces Interim Dividend for the Fiscal Year Ending March 31, 2026, Payable on November 28, 2025 and Revises Dividend Guidance for the Fiscal Year Ending March 31, 2026Osaka Gas Co., Ltd. announced interim dividend for the fiscal year ending March 31, 2026, payable on November 28, 2025 and revised dividend guidance for the fiscal year ending March 31, 2026. The company announced interim dividend of JPY 60.0 per share compared to JPY 47.5 per share paid a year ago period. Dividend source: Retained earnings. Total dividend payment: JPY 23,421 million. Record Date: September 30, 2025. For the year, the company now expects dividend of JPY 60.0 per share compared to JPY 52.5 per share a year ago.最新情報をもっと見るRecent updatesお知らせ • Jun 04Osaka Gas Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026Osaka Gas Co., Ltd. announced that they will report Q1, 2027 results on Jul 30, 2026お知らせ • May 09Osaka Gas Co., Ltd. to Report Fiscal Year 2026 Results on May 08, 2026Osaka Gas Co., Ltd. announced that they will report fiscal year 2026 results on May 08, 2026お知らせ • May 08+ 1 more updateOsaka Gas Co., Ltd., Annual General Meeting, Jun 23, 2026Osaka Gas Co., Ltd., Annual General Meeting, Jun 23, 2026.お知らせ • Feb 03Osaka Gas Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Osaka Gas Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 2,050,000 million; operating profit of JPY 160,000 million; profit attributable to owners of parent of JPY 142,000 million; earnings per share of JPY 363.17.お知らせ • Dec 06Osaka Gas Co., Ltd. to Report Q3, 2026 Results on Feb 02, 2026Osaka Gas Co., Ltd. announced that they will report Q3, 2026 results on Feb 02, 2026お知らせ • Oct 31Osaka Gas Co., Ltd. Announces Interim Dividend for the Fiscal Year Ending March 31, 2026, Payable on November 28, 2025 and Revises Dividend Guidance for the Fiscal Year Ending March 31, 2026Osaka Gas Co., Ltd. announced interim dividend for the fiscal year ending March 31, 2026, payable on November 28, 2025 and revised dividend guidance for the fiscal year ending March 31, 2026. The company announced interim dividend of JPY 60.0 per share compared to JPY 47.5 per share paid a year ago period. Dividend source: Retained earnings. Total dividend payment: JPY 23,421 million. Record Date: September 30, 2025. For the year, the company now expects dividend of JPY 60.0 per share compared to JPY 52.5 per share a year ago.お知らせ • Sep 02Osaka Gas Co., Ltd. to Report Q2, 2026 Results on Oct 30, 2025Osaka Gas Co., Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025お知らせ • Jun 04Osaka Gas Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Osaka Gas Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025お知らせ • May 08+ 1 more updateOsaka Gas Co., Ltd., Annual General Meeting, Jun 24, 2025Osaka Gas Co., Ltd., Annual General Meeting, Jun 24, 2025.お知らせ • Apr 21Osaka Gas Co., Ltd. Revises Consolidated Financial Results Forecasts for the Fiscal Year Ended March 31, 2025Osaka Gas Co., Ltd. revised consolidated financial results forecasts for the fiscal year ended March 31, 2025. For the year, the company expects net sales of ¥2,069,000 million compared to previous guidance of ¥1,986,000 million, operating profit of ¥160,500 million compared to previous guidance of ¥123,500 million, profit attributable to owners of the parent of ¥134,000 million compared to previous guidance of ¥112,000 million, Earnings per share of ¥332.28 compared to previous guidance of ¥276.64.お知らせ • Mar 28Osaka Gas Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Osaka Gas Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025お知らせ • Mar 13+ 2 more updatesOsaka Gas Co., Ltd. Provides Dividend Guidance for the Second Quarter of 2026 and Fiscal Year Ending March 31, 2026Osaka Gas Co., Ltd. provided dividend guidance for the second quarter of 2026 and fiscal year ending March 31, 2026. For the quarter, the company expects to pay a dividend of ¥52.50 per share against ¥47.50 per share a year ago. For the year, the company expects to pay a dividend of ¥52.50 per share against ¥47.50 per share a year ago.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 • Dec 21Osaka Gas Co., Ltd. to Report Q3, 2025 Results on Feb 03, 2025Osaka Gas Co., Ltd. announced that they will report Q3, 2025 results on Feb 03, 2025New Risk • Nov 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.6% Last year net profit margin: 7.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Profit margins are more than 30% lower than last year (4.6% net profit margin).お知らせ • Nov 01Osaka Gas Co., Ltd. (TSE:9532) announces an Equity Buyback for 15,000,000 shares, representing 3.71% for ¥20,000 million.Osaka Gas Co., Ltd. (TSE:9532) announces a share repurchase program. Under the program, the company will repurchase up to 15,000,000 shares, representing 3.71% of its share capital for ¥20,000 million. The purpose of the program is to return profits to shareholders and to improve capital efficiency. The repurchased shares will be cancelled. The program will be valid till March 31, 2025. As of October 11, 2024, the company had 404,105,300 issued shares and 896,613 treasury shares.Upcoming Dividend • Sep 21Upcoming dividend of JP¥47.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.8%).お知らせ • Sep 19Osaka Gas Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024Osaka Gas Co., Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Outside Audit & Supervisory Board Member Eimei Kozai was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jul 30First quarter 2025 earnings released: EPS: JP¥75.50 (vs JP¥146 in 1Q 2024)First quarter 2025 results: EPS: JP¥75.50 (down from JP¥146 in 1Q 2024). Revenue: JP¥470.9b (down 8.1% from 1Q 2024). Net income: JP¥30.8b (down 49% from 1Q 2024). Profit margin: 6.5% (down from 12% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Gas Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 11Final dividend of JP¥47.50 announcedShareholders will receive a dividend of JP¥47.50. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 246%, which is higher than the industry average of 4.4%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 5.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 28Osaka Gas Co., Ltd. to Report Q1, 2025 Results on Jul 29, 2024Osaka Gas Co., Ltd. announced that they will report Q1, 2025 results on Jul 29, 2024お知らせ • May 09+ 3 more updatesOsaka Gas Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2025Osaka Gas Co., Ltd. provided dividend guidance for the year ending March 31, 2025. For the year-end, the company expects to pay dividend of JPY 47.50 per share against JPY 50.00 per share a year ago.お知らせ • Mar 30Osaka Gas Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024Osaka Gas Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (7.2%).お知らせ • Mar 07Osaka Gas Co., Ltd., Annual General Meeting, Jun 27, 2024Osaka Gas Co., Ltd., Annual General Meeting, Jun 27, 2024. Agenda: To consider amendments to the Articles of Incorporation.Reported Earnings • Jan 31Third quarter 2024 earnings released: EPS: JP¥89.51 (vs JP¥68.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥89.51 (up from JP¥68.20 in 3Q 2023). Revenue: JP¥514.5b (down 16% from 3Q 2023). Net income: JP¥37.1b (up 31% from 3Q 2023). Profit margin: 7.2% (up from 4.6% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Gas Utilities industry in Europe are expected to remain flat. 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 6% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 14ITOCHU Corporation (TSE:8001) and Osaka Gas Co., Ltd. (TSE:9532) agreed to acquire 13.56% stake in Everfuel A/S (OB:EFUEL) from Nel ASA (OB:NEL) for NOK 120 million.ITOCHU Corporation (TSE:8001) and Osaka Gas Co., Ltd. (TSE:9532) agreed to acquire 13.56% stake in Everfuel A/S (OB:EFUEL) from Nel ASA (OB:NEL) for NOK 120 million on December 12, 2023. As part of acquisition, Osaka and ITOHCU will acquire 11,698,918 shares for NOK 9.97 per share. The transaction is subject to regulatory approvals. Carnegie AS acted as financial advisor to Nel ASA.お知らせ • Dec 13Osaka Gas Co., Ltd. to Report Q3, 2024 Results on Jan 30, 2024Osaka Gas Co., Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €18.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Gas Utilities industry in Europe. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.89 per share.Reported Earnings • Oct 30Second quarter 2024 earnings released: EPS: JP¥69.26 (vs JP¥98.50 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥69.26 (up from JP¥98.50 loss in 2Q 2023). Revenue: JP¥483.1b (down 6.1% from 2Q 2023). Net income: JP¥28.8b (up JP¥69.7b from 2Q 2023). Profit margin: 6.0% (up from net loss in 2Q 2023). The move to profitability was driven by lower expenses. Revenue is expected to fall by 2.9% p.a. on average during the next 3 years compared to a 2.0% decline forecast for the Gas Utilities 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 fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Oct 29+ 2 more updatesOsaka Gas Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Osaka Gas Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. The company now expect net sales to be JPY 2,095,000 million, Operating profit to be JPY 139,500 million, profit attributable to owners of parent to be JPY 116,000 million or JPY 279.06 per basic share against previous forecast of net sales to be JPY 2,017,000 million, Operating profit to be JPY 139,500 million, profit attributable to owners of parent to be JPY 116,000 million or JPY 279.06 per basic share.お知らせ • Sep 21Osaka Gas Co., Ltd. to Report Q2, 2024 Results on Oct 27, 2023Osaka Gas Co., Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥32.50 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.0%).お知らせ • Aug 25CPC Reportedly Set for Dorado StakeCPC Corporation, Taiwan is being tipped as the most likely buyer of an additional stake in the Dorado oil and gas project off the coast of Western Australia. Owner Santos Limited (ASX:STO) is understood to have had four or five parties in a data room, in a process run by investment bank Goldman Sachs. Among them are believed to be Kufpec (Kuwait Foreign Petroleum Exploration Company K.S.C.) and at least one Japanese suitor, with Mitsui & Co., Ltd. (TSE:8031) and Mitsubishi Corporation (TSE:8058) likely candidates. Other likely parties are Tokyo Gas Co.,Ltd. (TSE:9531), Osaka Gas Co., Ltd. (TSE:9532) and Jadestone Energy plc (AIM:JSE). But the latest chatter in the market is that Santos is pinning its hopes on CPC investing further. CPC recently finalised a deal with Carnarvon, the other owner of the project, to buy a 10% interest in Dorado and its Pavo project for an all-up payment of $146 million. Santos has an 80% interest in Dorado and the thinking in the market is that it remains keen to reduce that exposure to about 60%. Azure Capital-advised Carnarvon Energy was the only other holder before CPC bought in. Dorado, once owned by Woodside Petroleum and later Quadrant Energy before it was purchased by Santos, is an integrated oil and gas project that will be developed in two phases. It is located in the Bedout sub-basin, about 140km off the coast of WA's Port Hedland.New Risk • Aug 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.3% 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 Risks Debt is not well covered by operating cash flow (3.9% operating cash flow to total debt). Earnings are forecast to decline by an average of 3.3% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥146 (vs JP¥26.95 in 1Q 2023)First quarter 2024 results: EPS: JP¥146 (up from JP¥26.95 in 1Q 2023). Revenue: JP¥512.6b (up 9.7% from 1Q 2023). Net income: JP¥60.6b (up 441% from 1Q 2023). Profit margin: 12% (up from 2.4% in 1Q 2023). Revenue is expected to fall by 3.9% p.a. on average during the next 3 years compared to a 1.4% decline forecast for the Gas Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Jun 14Osaka Gas Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023Osaka Gas Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023Reported Earnings • May 09Full year 2023 earnings released: EPS: JP¥137 (vs JP¥308 in FY 2022)Full year 2023 results: EPS: JP¥137 (down from JP¥308 in FY 2022). Revenue: JP¥2.28t (up 43% from FY 2022). Net income: JP¥57.1b (down 56% from FY 2022). Profit margin: 2.5% (down from 8.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 4.4% p.a. on average during the next 3 years, while revenues in the Gas Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • May 09+ 2 more updatesOsaka Gas Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Osaka Gas Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net sales of JPY 2,017,000 million, operating profit of JPY 139,500 million, profit attributable to owners of parent of JPY 116,000 million and earnings per share of JPY 103.1.お知らせ • May 08Osaka Gas Co., Ltd., Annual General Meeting, Jun 23, 2023Osaka Gas Co., Ltd., Annual General Meeting, Jun 23, 2023.お知らせ • May 06Mitsui, Osaka Gas Reportedly Bid for ReNew Energy's Commercial and Industrial Project PortfolioJapan's Mitsui & Co., Ltd. (TSE:8031) and Osaka Gas Co., Ltd. (TSE:9532) have placed non-binding bids to buy a 30% stake in ReNew Energy Global Plc's (TSE:9532) 2.3 gigawatts (GW) commercial and industrial project portfolio, two people aware of the development said. The equity value of the transaction is pegged at about $300 million, and is part of ReNew Energy Global's capital recycling strategy. The sale process is being managed by Moelis & Co. The company, one of India's largest clean energy firms, plans a capital expenditure of INR 35,0000 million and recently raised $400 million by selling senior-secured green bonds. Spokespeople for ReNew Energy Global and Moelis & Co. declined to comment. Queries emailed to spokespeople for Mitsui and Osaka Gas on May 4, 2023 remained unanswered.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.7%).Reported Earnings • Feb 07Third quarter 2023 earnings released: EPS: JP¥68.20 (vs JP¥19.29 in 3Q 2022)Third quarter 2023 results: EPS: JP¥68.20 (up from JP¥19.29 in 3Q 2022). Revenue: JP¥615.0b (up 56% from 3Q 2022). Net income: JP¥28.3b (up 253% from 3Q 2022). Profit margin: 4.6% (up from 2.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Gas Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Feb 07+ 1 more updateOsaka Gas Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2023Osaka Gas Co., Ltd. provided dividend guidance for the year ending March 31, 2023. For the year-end, the company expects to pay dividend of JPY 30.00 per share against JPY 30.00 per share paid a year ago.お知らせ • Jan 15Osaka Gas Co., Ltd. to Report Q3, 2023 Results on Feb 06, 2023Osaka Gas Co., Ltd. announced that they will report Q3, 2023 results on Feb 06, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Yumiko Sato was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 01Second quarter 2023 earnings released: JP¥98.50 loss per share (vs JP¥12.68 profit in 2Q 2022)Second quarter 2023 results: JP¥98.50 loss per share (down from JP¥12.68 profit in 2Q 2022). Revenue: JP¥514.4b (up 53% from 2Q 2022). Net loss: JP¥40.9b (down JP¥46.2b from profit in 2Q 2022). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Gas Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Oct 31+ 2 more updatesOsaka Gas Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Osaka Gas Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 30.00 per share.お知らせ • Oct 28Osaka Gas Co., Ltd. (TSE:9532) acquired 131 MW of solar parks in Japan from Sonnedix Power Holdings Limited.Osaka Gas Co., Ltd. (TSE:9532) acquired 131 MW of solar parks in Japan from Sonnedix Power Holdings Limited on October 27, 2022. 131 MW of solar parks in Japan includes 39 MW Oita Solar Power Plant, 36 MW Kurayoshi Solar Power Plant and 56 MW Hitachi Juoh Solar Power Plant. Osaka Gas Co., Ltd. (TSE:9532) completed the acquisition of 131 MW of solar parks in Japan from Sonnedix Power Holdings Limited on October 27, 2022.Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.9%).お知らせ • Sep 17Osaka Gas Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022Osaka Gas Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022Reported Earnings • Aug 02First quarter 2023 earnings released: EPS: JP¥26.95 (vs JP¥75.82 in 1Q 2022)First quarter 2023 results: EPS: JP¥26.95 (down from JP¥75.82 in 1Q 2022). Revenue: JP¥467.1b (up 49% from 1Q 2022). Net income: JP¥11.2b (down 65% from 1Q 2022). Profit margin: 2.4% (down from 10.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.3% compared to a 12% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 02+ 2 more updatesOsaka Gas Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Osaka Gas Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company revised net sales to ¥2,171,000 million from previous guidance of ¥1,853,000 million and operating profit revised to ¥43,000 million from previous guidance of ¥106,500 million. The expected profit attributable to owners of parent revised to ¥31,500 million from previous guidance of ¥82,000 million. The expected earnings per share was revised to ¥75.76 from previous guidance of ¥197.22.お知らせ • Jun 19Osaka Gas Co., Ltd. to Report Q1, 2023 Results on Aug 01, 2022Osaka Gas Co., Ltd. announced that they will report Q1, 2023 results on Aug 01, 2022Board Change • Apr 28Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Outside Director Yumiko Sato was the last independent 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: Minority of independent directors. Lack of board continuity.お知らせ • Apr 08Osaka Gas Co., Ltd. to Report Fiscal Year 2022 Results on Apr 26, 2022Osaka Gas Co., Ltd. announced that they will report fiscal year 2022 results on Apr 26, 2022お知らせ • Apr 03Osaka Gas Co., Ltd. (TSE:9532) acquired a 49% stake in 23-MW Solar Power Plant Portfolio in Japan from Sky Solar Japan Co.,Ltd.Osaka Gas Co., Ltd. (TSE:9532) acquired a 49% stake in 23-MW Solar Power Plant Portfolio in Japan from Sky Solar Japan Co.,Ltd. on April 1, 2022. 23-MW Solar Power Plant Portfolio in Japan is developed by Sky Solar Japan. Osaka Gas will also purchase all the electricity generated, aiming to expand the supply of renewable energy to its customers. Osaka Gas Co., Ltd. (TSE:9532) completed the acquisition of a 49% stake in 23-MW Solar Power Plant Portfolio in Japan from Sky Solar Japan Co.,Ltd. on April 1, 2022.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (5.4%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥19.29 (down from JP¥50.06 in 3Q 2021). Revenue: JP¥393.3b (up 21% from 3Q 2021). Net income: JP¥8.02b (down 62% from 3Q 2021). Profit margin: 2.0% (down from 6.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Over the next year, revenue is forecast to grow 3.6% compared to a 4.9% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS JP¥12.68 (vs JP¥36.49 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¥336.1b (up 4.5% from 2Q 2021). Net income: JP¥5.27b (down 65% from 2Q 2021). Profit margin: 1.6% (down from 4.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥27.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (6.1%).Reported Earnings • Jul 31First quarter 2022 earnings released: EPS JP¥75.82 (vs JP¥52.02 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥314.4b (flat on 1Q 2021). Net income: JP¥31.5b (up 46% from 1Q 2021). Profit margin: 10.0% (up from 6.8% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥194 (vs JP¥101 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥1.36t (flat on FY 2020). Net income: JP¥80.9b (up 94% from FY 2020). Profit margin: 5.9% (up from 3.1% in FY 2020). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Apr 28Osaka Gas Co., Ltd. Provides Earnings Guidance for the Year 2022Osaka Gas Co., Ltd. provided earnings guidance for the year 2022. For the year, the company's profit attributable to owners of parent will be decrease by 12.8% to JPY 70.5 billion despite the rebound from imprint loss in the International Energy business.Upcoming Dividend • Mar 23Upcoming Dividend of JP¥27.50 Per ShareWill be paid on the 29th of June to those who are registered shareholders by the 30th of March. The trailing yield of 2.3% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (6.2%).お知らせ • Mar 12Osaka Gas Co., Ltd. and Sojitz Osaka Gas Energy Company Ltd. Concludes A Supply AgreementSojitz Corporation and Osaka Gas Co., Ltd.’s joint venture company Sojitz Osaka Gas Energy Company Ltd. has concluded a supply agreement on March 4th, 2021 with Acecook Co., Ltd.’s (“ACJ”) subsidiary, Acecook Vietnam Joint Stock Company (“ACV”), to provide natural gas to ACV’s food plants. SOGEC is concentrating its efforts on fuel switching from coal to natural gas, and this project marks the company’s first time supplying natural gas to an individual business. This natural gas supply business will be a subsidized project under Japan’s Joint Crediting Mechanism (JCM) scheme. Additionally, this project will be undertaken in cooperation with the governments of Vietnam and Japan. In partnership with Osaka and Ho Chi Minh City, ACV and SOGEC participated in a feasibility study for reducing CO2 in food plants prior to replacing the coal-fired steam boilers at two of ACV’s plants with highly-efficient gas-fired steam boilers that use natural gas with the objective of improving the plants’ work environment and reducing CO2emissions.Is New 90 Day High Low • Feb 26New 90-day low: €14.80The company is down 10.0% from its price of €16.50 on 27 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 Gas Utilities industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.41 per share.お知らせ • Feb 02Osaka Gas Co., Ltd. Provides Consolidated and Non-Consolidated Earnings Guidance for the Year Ending March 31, 2021Osaka Gas Co., Ltd. provided consolidated and non-consolidated earnings guidance for the year ending March 31, 2021. For the full year, the company expects consolidated net sales to be ¥1,330,000, operating profit to be ¥88,500 million, profit to be ¥71,500 million, basic earnings per share to be ¥171.96 against previously guidance of net sales to be ¥1,336,000, operating profit to be ¥93,500 million, profit to be ¥71,500 million, basic earnings per share to be ¥171.96. For the full year, the company expects non-consolidated net sales to be ¥1,019,500, operating profit to be ¥43,500 million, profit to be ¥41,500 million, basic earnings per share to be ¥99.81 against previously guidance of net sales to be ¥1,026,000, operating profit to be ¥48,000 million, profit to be ¥45,000 million, basic earnings per share to be ¥108.23.Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥50.06 (vs JP¥3.25 in 3Q 2020)The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥324.0b (flat on 3Q 2020). Net income: JP¥20.8b (up JP¥19.5b from 3Q 2020). Profit margin: 6.4% (up from 0.4% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Analyst Estimate Surprise Post Earnings • Feb 02Revenue beats expectationsRevenue exceeded analyst estimates by 5.0%. Over the next year, revenue is expected to shrink by 1.5% compared to a 3.0% growth forecast for the Gas Utilities industry in Germany.Is New 90 Day High Low • Jan 26New 90-day low: €15.30The company is down 3.0% from its price of €15.80 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Gas Utilities industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.24 per share.お知らせ • Dec 17Osaka Gas Co., Ltd. to Report Q3, 2021 Results on Feb 01, 2021Osaka Gas Co., Ltd. announced that they will report Q3, 2021 results on Feb 01, 2021Reported Earnings • Nov 17Second quarter 2021 earnings released: EPS JP¥36.49The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥321.7b (up 1.2% from 2Q 2020). Net income: JP¥15.2b (up 215% from 2Q 2020). Profit margin: 4.7% (up from 1.5% in 2Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year and the company’s share price has also increased by 3% per year.株主還元OSADE Gas UtilitiesDE 市場7D0.7%-0.6%-0.8%1Y31.8%21.2%0.2%株主還元を見る業界別リターン: OSA過去 1 年間で21.2 % の収益を上げたGerman Gas Utilities業界を上回りました。リターン対市場: OSA過去 1 年間で0.2 % の収益を上げたGerman市場を上回りました。価格変動Is OSA's price volatile compared to industry and market?OSA volatilityOSA Average Weekly Movement4.3%Gas Utilities Industry Average Movement3.0%Market Average Movement5.9%10% most volatile stocks in DE Market12.6%10% least volatile stocks in DE Market2.8%安定した株価: OSA 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: OSAの 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト189721,404Masataka Fujiwarawww.osakagas.co.jp大阪ガス(株)は、ガス、電力、その他のエネルギー製品およびサービスを日本および海外で提供している。国内エネルギー事業、国際エネルギー事業、ライフ＆ビジネスソリューション事業：国内エネルギー事業」、「国際エネルギー事業」、「ライフ＆ビジネスソリューション事業」の3つの事業を展開している。国内エネルギー事業」は、都市ガスの製造・供給・販売、ガス機器の販売、ガス導管工事、LNGの販売・輸送、LPG・産業ガスの販売、電力の発電・販売を行っている。国際エネルギー事業」は、天然ガスの開発・投資、エネルギーの供給等を行っている。ライフ＆ビジネスソリューション事業」は、不動産の開発・賃貸、情報処理サービス、ファイン材料・炭素材料製品の販売を行っている。同社は1897年に設立され、大阪に本社を置く。もっと見るOsaka Gas Co., Ltd. 基礎のまとめOsaka Gas の収益と売上を時価総額と比較するとどうか。OSA 基礎統計学時価総額€11.20b収益（TTM）€822.00m売上高(TTM)€10.93b13.6xPER（株価収益率1.0xP/SレシオOSA 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OSA 損益計算書（TTM）収益JP¥2.03t売上原価JP¥1.59t売上総利益JP¥437.52bその他の費用JP¥284.77b収益JP¥152.75b直近の収益報告Mar 31, 2026次回決算日Jul 30, 2026一株当たり利益（EPS）399.03グロス・マージン21.55%純利益率7.52%有利子負債／自己資本比率42.8%OSA の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.4%現在の配当利回り31%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/04 13:01終値2026/06/04 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Osaka Gas Co., Ltd. 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17 アナリスト機関Masanori MaruoBarclaysTakahiro MoriBofA Global ResearchTakashi MiyazakiCitigroup Inc14 その他のアナリストを表示
お知らせ • Jun 04Osaka Gas Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026Osaka Gas Co., Ltd. announced that they will report Q1, 2027 results on Jul 30, 2026
お知らせ • May 09Osaka Gas Co., Ltd. to Report Fiscal Year 2026 Results on May 08, 2026Osaka Gas Co., Ltd. announced that they will report fiscal year 2026 results on May 08, 2026
お知らせ • May 08+ 1 more updateOsaka Gas Co., Ltd., Annual General Meeting, Jun 23, 2026Osaka Gas Co., Ltd., Annual General Meeting, Jun 23, 2026.
お知らせ • Feb 03Osaka Gas Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Osaka Gas Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 2,050,000 million; operating profit of JPY 160,000 million; profit attributable to owners of parent of JPY 142,000 million; earnings per share of JPY 363.17.
お知らせ • Dec 06Osaka Gas Co., Ltd. to Report Q3, 2026 Results on Feb 02, 2026Osaka Gas Co., Ltd. announced that they will report Q3, 2026 results on Feb 02, 2026
お知らせ • Oct 31Osaka Gas Co., Ltd. Announces Interim Dividend for the Fiscal Year Ending March 31, 2026, Payable on November 28, 2025 and Revises Dividend Guidance for the Fiscal Year Ending March 31, 2026Osaka Gas Co., Ltd. announced interim dividend for the fiscal year ending March 31, 2026, payable on November 28, 2025 and revised dividend guidance for the fiscal year ending March 31, 2026. The company announced interim dividend of JPY 60.0 per share compared to JPY 47.5 per share paid a year ago period. Dividend source: Retained earnings. Total dividend payment: JPY 23,421 million. Record Date: September 30, 2025. For the year, the company now expects dividend of JPY 60.0 per share compared to JPY 52.5 per share a year ago.
お知らせ • Jun 04Osaka Gas Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026Osaka Gas Co., Ltd. announced that they will report Q1, 2027 results on Jul 30, 2026
お知らせ • May 09Osaka Gas Co., Ltd. to Report Fiscal Year 2026 Results on May 08, 2026Osaka Gas Co., Ltd. announced that they will report fiscal year 2026 results on May 08, 2026
お知らせ • May 08+ 1 more updateOsaka Gas Co., Ltd., Annual General Meeting, Jun 23, 2026Osaka Gas Co., Ltd., Annual General Meeting, Jun 23, 2026.
お知らせ • Feb 03Osaka Gas Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Osaka Gas Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales of JPY 2,050,000 million; operating profit of JPY 160,000 million; profit attributable to owners of parent of JPY 142,000 million; earnings per share of JPY 363.17.
お知らせ • Dec 06Osaka Gas Co., Ltd. to Report Q3, 2026 Results on Feb 02, 2026Osaka Gas Co., Ltd. announced that they will report Q3, 2026 results on Feb 02, 2026
お知らせ • Oct 31Osaka Gas Co., Ltd. Announces Interim Dividend for the Fiscal Year Ending March 31, 2026, Payable on November 28, 2025 and Revises Dividend Guidance for the Fiscal Year Ending March 31, 2026Osaka Gas Co., Ltd. announced interim dividend for the fiscal year ending March 31, 2026, payable on November 28, 2025 and revised dividend guidance for the fiscal year ending March 31, 2026. The company announced interim dividend of JPY 60.0 per share compared to JPY 47.5 per share paid a year ago period. Dividend source: Retained earnings. Total dividend payment: JPY 23,421 million. Record Date: September 30, 2025. For the year, the company now expects dividend of JPY 60.0 per share compared to JPY 52.5 per share a year ago.
お知らせ • Sep 02Osaka Gas Co., Ltd. to Report Q2, 2026 Results on Oct 30, 2025Osaka Gas Co., Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025
お知らせ • Jun 04Osaka Gas Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Osaka Gas Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025
お知らせ • May 08+ 1 more updateOsaka Gas Co., Ltd., Annual General Meeting, Jun 24, 2025Osaka Gas Co., Ltd., Annual General Meeting, Jun 24, 2025.
お知らせ • Apr 21Osaka Gas Co., Ltd. Revises Consolidated Financial Results Forecasts for the Fiscal Year Ended March 31, 2025Osaka Gas Co., Ltd. revised consolidated financial results forecasts for the fiscal year ended March 31, 2025. For the year, the company expects net sales of ¥2,069,000 million compared to previous guidance of ¥1,986,000 million, operating profit of ¥160,500 million compared to previous guidance of ¥123,500 million, profit attributable to owners of the parent of ¥134,000 million compared to previous guidance of ¥112,000 million, Earnings per share of ¥332.28 compared to previous guidance of ¥276.64.
お知らせ • Mar 28Osaka Gas Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025Osaka Gas Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025
お知らせ • Mar 13+ 2 more updatesOsaka Gas Co., Ltd. Provides Dividend Guidance for the Second Quarter of 2026 and Fiscal Year Ending March 31, 2026Osaka Gas Co., Ltd. provided dividend guidance for the second quarter of 2026 and fiscal year ending March 31, 2026. For the quarter, the company expects to pay a dividend of ¥52.50 per share against ¥47.50 per share a year ago. For the year, the company expects to pay a dividend of ¥52.50 per share against ¥47.50 per share a year ago.
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 • Dec 21Osaka Gas Co., Ltd. to Report Q3, 2025 Results on Feb 03, 2025Osaka Gas Co., Ltd. announced that they will report Q3, 2025 results on Feb 03, 2025
New Risk • Nov 01New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.6% Last year net profit margin: 7.7% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks High level of debt (44% net debt to equity). Profit margins are more than 30% lower than last year (4.6% net profit margin).
お知らせ • Nov 01Osaka Gas Co., Ltd. (TSE:9532) announces an Equity Buyback for 15,000,000 shares, representing 3.71% for ¥20,000 million.Osaka Gas Co., Ltd. (TSE:9532) announces a share repurchase program. Under the program, the company will repurchase up to 15,000,000 shares, representing 3.71% of its share capital for ¥20,000 million. The purpose of the program is to return profits to shareholders and to improve capital efficiency. The repurchased shares will be cancelled. The program will be valid till March 31, 2025. As of October 11, 2024, the company had 404,105,300 issued shares and 896,613 treasury shares.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥47.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (6.8%).
お知らせ • Sep 19Osaka Gas Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024Osaka Gas Co., Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024
Board Change • Aug 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Outside Audit & Supervisory Board Member Eimei Kozai was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jul 30First quarter 2025 earnings released: EPS: JP¥75.50 (vs JP¥146 in 1Q 2024)First quarter 2025 results: EPS: JP¥75.50 (down from JP¥146 in 1Q 2024). Revenue: JP¥470.9b (down 8.1% from 1Q 2024). Net income: JP¥30.8b (down 49% from 1Q 2024). Profit margin: 6.5% (down from 12% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Gas Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 11Final dividend of JP¥47.50 announcedShareholders will receive a dividend of JP¥47.50. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 246%, which is higher than the industry average of 4.4%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 7.8% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 5.8% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 28Osaka Gas Co., Ltd. to Report Q1, 2025 Results on Jul 29, 2024Osaka Gas Co., Ltd. announced that they will report Q1, 2025 results on Jul 29, 2024
お知らせ • May 09+ 3 more updatesOsaka Gas Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2025Osaka Gas Co., Ltd. provided dividend guidance for the year ending March 31, 2025. For the year-end, the company expects to pay dividend of JPY 47.50 per share against JPY 50.00 per share a year ago.
お知らせ • Mar 30Osaka Gas Co., Ltd. to Report Fiscal Year 2024 Results on May 08, 2024Osaka Gas Co., Ltd. announced that they will report fiscal year 2024 results on May 08, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (7.2%).
お知らせ • Mar 07Osaka Gas Co., Ltd., Annual General Meeting, Jun 27, 2024Osaka Gas Co., Ltd., Annual General Meeting, Jun 27, 2024. Agenda: To consider amendments to the Articles of Incorporation.
Reported Earnings • Jan 31Third quarter 2024 earnings released: EPS: JP¥89.51 (vs JP¥68.20 in 3Q 2023)Third quarter 2024 results: EPS: JP¥89.51 (up from JP¥68.20 in 3Q 2023). Revenue: JP¥514.5b (down 16% from 3Q 2023). Net income: JP¥37.1b (up 31% from 3Q 2023). Profit margin: 7.2% (up from 4.6% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to decline by 1.2% p.a. on average during the next 3 years, while revenues in the Gas Utilities industry in Europe are expected to remain flat. 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 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 14ITOCHU Corporation (TSE:8001) and Osaka Gas Co., Ltd. (TSE:9532) agreed to acquire 13.56% stake in Everfuel A/S (OB:EFUEL) from Nel ASA (OB:NEL) for NOK 120 million.ITOCHU Corporation (TSE:8001) and Osaka Gas Co., Ltd. (TSE:9532) agreed to acquire 13.56% stake in Everfuel A/S (OB:EFUEL) from Nel ASA (OB:NEL) for NOK 120 million on December 12, 2023. As part of acquisition, Osaka and ITOHCU will acquire 11,698,918 shares for NOK 9.97 per share. The transaction is subject to regulatory approvals. Carnegie AS acted as financial advisor to Nel ASA.
お知らせ • Dec 13Osaka Gas Co., Ltd. to Report Q3, 2024 Results on Jan 30, 2024Osaka Gas Co., Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024
Valuation Update With 7 Day Price Move • Nov 03Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €18.30, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 14x in the Gas Utilities industry in Europe. Total returns to shareholders of 23% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €8.89 per share.
Reported Earnings • Oct 30Second quarter 2024 earnings released: EPS: JP¥69.26 (vs JP¥98.50 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥69.26 (up from JP¥98.50 loss in 2Q 2023). Revenue: JP¥483.1b (down 6.1% from 2Q 2023). Net income: JP¥28.8b (up JP¥69.7b from 2Q 2023). Profit margin: 6.0% (up from net loss in 2Q 2023). The move to profitability was driven by lower expenses. Revenue is expected to fall by 2.9% p.a. on average during the next 3 years compared to a 2.0% decline forecast for the Gas Utilities 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 fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Oct 29+ 2 more updatesOsaka Gas Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Osaka Gas Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. The company now expect net sales to be JPY 2,095,000 million, Operating profit to be JPY 139,500 million, profit attributable to owners of parent to be JPY 116,000 million or JPY 279.06 per basic share against previous forecast of net sales to be JPY 2,017,000 million, Operating profit to be JPY 139,500 million, profit attributable to owners of parent to be JPY 116,000 million or JPY 279.06 per basic share.
お知らせ • Sep 21Osaka Gas Co., Ltd. to Report Q2, 2024 Results on Oct 27, 2023Osaka Gas Co., Ltd. announced that they will report Q2, 2024 results on Oct 27, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥32.50 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.0%).
お知らせ • Aug 25CPC Reportedly Set for Dorado StakeCPC Corporation, Taiwan is being tipped as the most likely buyer of an additional stake in the Dorado oil and gas project off the coast of Western Australia. Owner Santos Limited (ASX:STO) is understood to have had four or five parties in a data room, in a process run by investment bank Goldman Sachs. Among them are believed to be Kufpec (Kuwait Foreign Petroleum Exploration Company K.S.C.) and at least one Japanese suitor, with Mitsui & Co., Ltd. (TSE:8031) and Mitsubishi Corporation (TSE:8058) likely candidates. Other likely parties are Tokyo Gas Co.,Ltd. (TSE:9531), Osaka Gas Co., Ltd. (TSE:9532) and Jadestone Energy plc (AIM:JSE). But the latest chatter in the market is that Santos is pinning its hopes on CPC investing further. CPC recently finalised a deal with Carnarvon, the other owner of the project, to buy a 10% interest in Dorado and its Pavo project for an all-up payment of $146 million. Santos has an 80% interest in Dorado and the thinking in the market is that it remains keen to reduce that exposure to about 60%. Azure Capital-advised Carnarvon Energy was the only other holder before CPC bought in. Dorado, once owned by Woodside Petroleum and later Quadrant Energy before it was purchased by Santos, is an integrated oil and gas project that will be developed in two phases. It is located in the Bedout sub-basin, about 140km off the coast of WA's Port Hedland.
New Risk • Aug 01New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.3% 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 Risks Debt is not well covered by operating cash flow (3.9% operating cash flow to total debt). Earnings are forecast to decline by an average of 3.3% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥146 (vs JP¥26.95 in 1Q 2023)First quarter 2024 results: EPS: JP¥146 (up from JP¥26.95 in 1Q 2023). Revenue: JP¥512.6b (up 9.7% from 1Q 2023). Net income: JP¥60.6b (up 441% from 1Q 2023). Profit margin: 12% (up from 2.4% in 1Q 2023). Revenue is expected to fall by 3.9% p.a. on average during the next 3 years compared to a 1.4% decline forecast for the Gas Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Jun 14Osaka Gas Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023Osaka Gas Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023
Reported Earnings • May 09Full year 2023 earnings released: EPS: JP¥137 (vs JP¥308 in FY 2022)Full year 2023 results: EPS: JP¥137 (down from JP¥308 in FY 2022). Revenue: JP¥2.28t (up 43% from FY 2022). Net income: JP¥57.1b (down 56% from FY 2022). Profit margin: 2.5% (down from 8.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to decline by 4.4% p.a. on average during the next 3 years, while revenues in the Gas Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • May 09+ 2 more updatesOsaka Gas Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Osaka Gas Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net sales of JPY 2,017,000 million, operating profit of JPY 139,500 million, profit attributable to owners of parent of JPY 116,000 million and earnings per share of JPY 103.1.
お知らせ • May 08Osaka Gas Co., Ltd., Annual General Meeting, Jun 23, 2023Osaka Gas Co., Ltd., Annual General Meeting, Jun 23, 2023.
お知らせ • May 06Mitsui, Osaka Gas Reportedly Bid for ReNew Energy's Commercial and Industrial Project PortfolioJapan's Mitsui & Co., Ltd. (TSE:8031) and Osaka Gas Co., Ltd. (TSE:9532) have placed non-binding bids to buy a 30% stake in ReNew Energy Global Plc's (TSE:9532) 2.3 gigawatts (GW) commercial and industrial project portfolio, two people aware of the development said. The equity value of the transaction is pegged at about $300 million, and is part of ReNew Energy Global's capital recycling strategy. The sale process is being managed by Moelis & Co. The company, one of India's largest clean energy firms, plans a capital expenditure of INR 35,0000 million and recently raised $400 million by selling senior-secured green bonds. Spokespeople for ReNew Energy Global and Moelis & Co. declined to comment. Queries emailed to spokespeople for Mitsui and Osaka Gas on May 4, 2023 remained unanswered.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (4.7%).
Reported Earnings • Feb 07Third quarter 2023 earnings released: EPS: JP¥68.20 (vs JP¥19.29 in 3Q 2022)Third quarter 2023 results: EPS: JP¥68.20 (up from JP¥19.29 in 3Q 2022). Revenue: JP¥615.0b (up 56% from 3Q 2022). Net income: JP¥28.3b (up 253% from 3Q 2022). Profit margin: 4.6% (up from 2.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Gas Utilities industry in Europe are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Feb 07+ 1 more updateOsaka Gas Co., Ltd. Provides Dividend Guidance for the Year Ending March 31, 2023Osaka Gas Co., Ltd. provided dividend guidance for the year ending March 31, 2023. For the year-end, the company expects to pay dividend of JPY 30.00 per share against JPY 30.00 per share paid a year ago.
お知らせ • Jan 15Osaka Gas Co., Ltd. to Report Q3, 2023 Results on Feb 06, 2023Osaka Gas Co., Ltd. announced that they will report Q3, 2023 results on Feb 06, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Yumiko Sato was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 01Second quarter 2023 earnings released: JP¥98.50 loss per share (vs JP¥12.68 profit in 2Q 2022)Second quarter 2023 results: JP¥98.50 loss per share (down from JP¥12.68 profit in 2Q 2022). Revenue: JP¥514.4b (up 53% from 2Q 2022). Net loss: JP¥40.9b (down JP¥46.2b from profit in 2Q 2022). Revenue is forecast to stay flat during the next 3 years, in line with the revenue forecast for the Gas Utilities industry in Europe. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Oct 31+ 2 more updatesOsaka Gas Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Osaka Gas Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 30.00 per share.
お知らせ • Oct 28Osaka Gas Co., Ltd. (TSE:9532) acquired 131 MW of solar parks in Japan from Sonnedix Power Holdings Limited.Osaka Gas Co., Ltd. (TSE:9532) acquired 131 MW of solar parks in Japan from Sonnedix Power Holdings Limited on October 27, 2022. 131 MW of solar parks in Japan includes 39 MW Oita Solar Power Plant, 36 MW Kurayoshi Solar Power Plant and 56 MW Hitachi Juoh Solar Power Plant. Osaka Gas Co., Ltd. (TSE:9532) completed the acquisition of 131 MW of solar parks in Japan from Sonnedix Power Holdings Limited on October 27, 2022.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 22% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.9%).
お知らせ • Sep 17Osaka Gas Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022Osaka Gas Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022
Reported Earnings • Aug 02First quarter 2023 earnings released: EPS: JP¥26.95 (vs JP¥75.82 in 1Q 2022)First quarter 2023 results: EPS: JP¥26.95 (down from JP¥75.82 in 1Q 2022). Revenue: JP¥467.1b (up 49% from 1Q 2022). Net income: JP¥11.2b (down 65% from 1Q 2022). Profit margin: 2.4% (down from 10.0% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 6.3% compared to a 12% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 02+ 2 more updatesOsaka Gas Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Osaka Gas Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company revised net sales to ¥2,171,000 million from previous guidance of ¥1,853,000 million and operating profit revised to ¥43,000 million from previous guidance of ¥106,500 million. The expected profit attributable to owners of parent revised to ¥31,500 million from previous guidance of ¥82,000 million. The expected earnings per share was revised to ¥75.76 from previous guidance of ¥197.22.
お知らせ • Jun 19Osaka Gas Co., Ltd. to Report Q1, 2023 Results on Aug 01, 2022Osaka Gas Co., Ltd. announced that they will report Q1, 2023 results on Aug 01, 2022
Board Change • Apr 28Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 3 independent directors. 7 non-independent directors. Independent Outside Director Yumiko Sato was the last independent 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: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 08Osaka Gas Co., Ltd. to Report Fiscal Year 2022 Results on Apr 26, 2022Osaka Gas Co., Ltd. announced that they will report fiscal year 2022 results on Apr 26, 2022
お知らせ • Apr 03Osaka Gas Co., Ltd. (TSE:9532) acquired a 49% stake in 23-MW Solar Power Plant Portfolio in Japan from Sky Solar Japan Co.,Ltd.Osaka Gas Co., Ltd. (TSE:9532) acquired a 49% stake in 23-MW Solar Power Plant Portfolio in Japan from Sky Solar Japan Co.,Ltd. on April 1, 2022. 23-MW Solar Power Plant Portfolio in Japan is developed by Sky Solar Japan. Osaka Gas will also purchase all the electricity generated, aiming to expand the supply of renewable energy to its customers. Osaka Gas Co., Ltd. (TSE:9532) completed the acquisition of a 49% stake in 23-MW Solar Power Plant Portfolio in Japan from Sky Solar Japan Co.,Ltd. on April 1, 2022.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (5.4%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥19.29 (down from JP¥50.06 in 3Q 2021). Revenue: JP¥393.3b (up 21% from 3Q 2021). Net income: JP¥8.02b (down 62% from 3Q 2021). Profit margin: 2.0% (down from 6.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 10%. Over the next year, revenue is forecast to grow 3.6% compared to a 4.9% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS JP¥12.68 (vs JP¥36.49 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¥336.1b (up 4.5% from 2Q 2021). Net income: JP¥5.27b (down 65% from 2Q 2021). Profit margin: 1.6% (down from 4.7% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥27.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (6.1%).
Reported Earnings • Jul 31First quarter 2022 earnings released: EPS JP¥75.82 (vs JP¥52.02 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥314.4b (flat on 1Q 2021). Net income: JP¥31.5b (up 46% from 1Q 2021). Profit margin: 10.0% (up from 6.8% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 29Full year 2021 earnings released: EPS JP¥194 (vs JP¥101 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥1.36t (flat on FY 2020). Net income: JP¥80.9b (up 94% from FY 2020). Profit margin: 5.9% (up from 3.1% in FY 2020). Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Apr 28Osaka Gas Co., Ltd. Provides Earnings Guidance for the Year 2022Osaka Gas Co., Ltd. provided earnings guidance for the year 2022. For the year, the company's profit attributable to owners of parent will be decrease by 12.8% to JPY 70.5 billion despite the rebound from imprint loss in the International Energy business.
Upcoming Dividend • Mar 23Upcoming Dividend of JP¥27.50 Per ShareWill be paid on the 29th of June to those who are registered shareholders by the 30th of March. The trailing yield of 2.3% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (6.2%).
お知らせ • Mar 12Osaka Gas Co., Ltd. and Sojitz Osaka Gas Energy Company Ltd. Concludes A Supply AgreementSojitz Corporation and Osaka Gas Co., Ltd.’s joint venture company Sojitz Osaka Gas Energy Company Ltd. has concluded a supply agreement on March 4th, 2021 with Acecook Co., Ltd.’s (“ACJ”) subsidiary, Acecook Vietnam Joint Stock Company (“ACV”), to provide natural gas to ACV’s food plants. SOGEC is concentrating its efforts on fuel switching from coal to natural gas, and this project marks the company’s first time supplying natural gas to an individual business. This natural gas supply business will be a subsidized project under Japan’s Joint Crediting Mechanism (JCM) scheme. Additionally, this project will be undertaken in cooperation with the governments of Vietnam and Japan. In partnership with Osaka and Ho Chi Minh City, ACV and SOGEC participated in a feasibility study for reducing CO2 in food plants prior to replacing the coal-fired steam boilers at two of ACV’s plants with highly-efficient gas-fired steam boilers that use natural gas with the objective of improving the plants’ work environment and reducing CO2emissions.
Is New 90 Day High Low • Feb 26New 90-day low: €14.80The company is down 10.0% from its price of €16.50 on 27 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 Gas Utilities industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.41 per share.
お知らせ • Feb 02Osaka Gas Co., Ltd. Provides Consolidated and Non-Consolidated Earnings Guidance for the Year Ending March 31, 2021Osaka Gas Co., Ltd. provided consolidated and non-consolidated earnings guidance for the year ending March 31, 2021. For the full year, the company expects consolidated net sales to be ¥1,330,000, operating profit to be ¥88,500 million, profit to be ¥71,500 million, basic earnings per share to be ¥171.96 against previously guidance of net sales to be ¥1,336,000, operating profit to be ¥93,500 million, profit to be ¥71,500 million, basic earnings per share to be ¥171.96. For the full year, the company expects non-consolidated net sales to be ¥1,019,500, operating profit to be ¥43,500 million, profit to be ¥41,500 million, basic earnings per share to be ¥99.81 against previously guidance of net sales to be ¥1,026,000, operating profit to be ¥48,000 million, profit to be ¥45,000 million, basic earnings per share to be ¥108.23.
Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥50.06 (vs JP¥3.25 in 3Q 2020)The company reported a solid third quarter result with improved earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥324.0b (flat on 3Q 2020). Net income: JP¥20.8b (up JP¥19.5b from 3Q 2020). Profit margin: 6.4% (up from 0.4% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Analyst Estimate Surprise Post Earnings • Feb 02Revenue beats expectationsRevenue exceeded analyst estimates by 5.0%. Over the next year, revenue is expected to shrink by 1.5% compared to a 3.0% growth forecast for the Gas Utilities industry in Germany.
Is New 90 Day High Low • Jan 26New 90-day low: €15.30The company is down 3.0% from its price of €15.80 on 28 October 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Gas Utilities industry, which is up 6.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.24 per share.
お知らせ • Dec 17Osaka Gas Co., Ltd. to Report Q3, 2021 Results on Feb 01, 2021Osaka Gas Co., Ltd. announced that they will report Q3, 2021 results on Feb 01, 2021
Reported Earnings • Nov 17Second quarter 2021 earnings released: EPS JP¥36.49The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥321.7b (up 1.2% from 2Q 2020). Net income: JP¥15.2b (up 215% from 2Q 2020). Profit margin: 4.7% (up from 1.5% in 2Q 2020). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 3% per year and the company’s share price has also increased by 3% per year.
