Niterra（5334）株式概要株式会社ニテラは子会社とともに、内燃機関用スパークプラグおよび関連製品、テクニカルセラミックスを日本および海外で製造・販売している。 詳細5334 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長2/6過去の実績4/6財務の健全性6/6配当金4/6報酬収益は年間7.46%増加すると予測されています 過去5年間の収益は年間15.2%増加しました。 リスク分析不安定な配当実績 すべてのリスクチェックを見る5334 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 ValueJP¥Current PriceJP¥10.95k8.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01t2016201920222025202620282031Revenue JP¥1.0tEarnings JP¥160.3bAdvancedSet Fair ValueView all narrativesNiterra Co., Ltd. 競合他社AisinSymbol: TSE:7259Market cap: JP¥1.6tDENSOSymbol: TSE:6902Market cap: JP¥5.0tNHK SpringSymbol: TSE:5991Market cap: JP¥798.0bGS YuasaSymbol: TSE:6674Market cap: JP¥721.6b価格と性能株価の高値、安値、推移の概要Niterra過去の株価現在の株価JP¥10,945.0052週高値JP¥11,120.0052週安値JP¥4,696.00ベータ0.301ヶ月の変化13.50%3ヶ月変化41.54%1年変化130.42%3年間の変化279.24%5年間の変化568.60%IPOからの変化1,340.13%最新ニュースPrice Target Changed • Jun 13Price target increased by 7.7% to JP¥8,547Up from JP¥7,934, the current price target is an average from 10 analysts. New target price is 14% below last closing price of JP¥9,967. Stock is up 118% over the past year. The company is forecast to post earnings per share of JP¥558 for next year compared to JP¥570 last year.お知らせ • Jun 03Niterra Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Niterra Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026Buy Or Sell Opportunity • May 15Now 20% undervaluedOver the last 90 days, the stock has risen 36% to JP¥9,679. The fair value is estimated to be JP¥12,163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 5.8% per annum over the same time period.Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥9,186, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 300% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,161 per share.分析記事 • May 04Analysts Are Updating Their Niterra Co., Ltd. (TSE:5334) Estimates After Its Yearly ResultsNiterra Co., Ltd. ( TSE:5334 ) shareholders are probably feeling a little disappointed, since its shares fell 4.8% to...Reported Earnings • May 01Full year 2026 earnings: EPS in line with analyst expectations despite revenue beatFull year 2026 results: EPS: JP¥570 (up from JP¥466 in FY 2025). Revenue: JP¥731.2b (up 12% from FY 2025). Net income: JP¥112.9b (up 22% from FY 2025). Profit margin: 15% (up from 14% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updatesPrice Target Changed • Jun 13Price target increased by 7.7% to JP¥8,547Up from JP¥7,934, the current price target is an average from 10 analysts. New target price is 14% below last closing price of JP¥9,967. Stock is up 118% over the past year. The company is forecast to post earnings per share of JP¥558 for next year compared to JP¥570 last year.お知らせ • Jun 03Niterra Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Niterra Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026Buy Or Sell Opportunity • May 15Now 20% undervaluedOver the last 90 days, the stock has risen 36% to JP¥9,679. The fair value is estimated to be JP¥12,163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 5.8% per annum over the same time period.Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥9,186, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 300% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,161 per share.分析記事 • May 04Analysts Are Updating Their Niterra Co., Ltd. (TSE:5334) Estimates After Its Yearly ResultsNiterra Co., Ltd. ( TSE:5334 ) shareholders are probably feeling a little disappointed, since its shares fell 4.8% to...Reported Earnings • May 01Full year 2026 earnings: EPS in line with analyst expectations despite revenue beatFull year 2026 results: EPS: JP¥570 (up from JP¥466 in FY 2025). Revenue: JP¥731.2b (up 12% from FY 2025). Net income: JP¥112.9b (up 22% from FY 2025). Profit margin: 15% (up from 14% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 30Niterra Co., Ltd., Annual General Meeting, Jun 26, 2026Niterra Co., Ltd., Annual General Meeting, Jun 26, 2026.Buy Or Sell Opportunity • Apr 22Now 22% undervaluedOver the last 90 days, the stock has risen 20% to JP¥8,547. The fair value is estimated to be JP¥10,914, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥93.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 04 June 2026. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).お知らせ • Mar 10Niterra Co., Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026Niterra Co., Ltd. announced that they will report fiscal year 2026 results at 3:40 PM, Tokyo Standard Time on Apr 30, 2026Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥8,040, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 238% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥10,697 per share.Reported Earnings • Jan 31Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2026 results: EPS: JP¥150 (up from JP¥121 in 3Q 2025). Revenue: JP¥174.9b (up 8.6% from 3Q 2025). Net income: JP¥29.8b (up 24% from 3Q 2025). Profit margin: 17% (up from 15% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jan 29Price target increased by 7.2% to JP¥6,812Up from JP¥6,352, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of JP¥6,743. Stock is up 31% over the past year. The company is forecast to post earnings per share of JP¥494 for next year compared to JP¥466 last year.分析記事 • Jan 23Is There An Opportunity With Niterra Co., Ltd.'s (TSE:5334) 20% Undervaluation?Key Insights The projected fair value for Niterra is JP¥8,949 based on 2 Stage Free Cash Flow to Equity Niterra is...Price Target Changed • Jan 19Price target increased by 8.9% to JP¥6,352Up from JP¥5,832, the current price target is an average from 10 analysts. New target price is 10.0% below last closing price of JP¥7,056. Stock is up 47% over the past year. The company is forecast to post earnings per share of JP¥491 for next year compared to JP¥466 last year.分析記事 • Dec 14Niterra's (TSE:5334) Dividend Will Be ¥93.00Niterra Co., Ltd.'s ( TSE:5334 ) investors are due to receive a payment of ¥93.00 per share on 4th of June. Based on...お知らせ • Dec 09Niterra Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Niterra Co., Ltd. announced that they will report Q3, 2026 results at 4:30 PM, Tokyo Standard Time on Jan 30, 2026分析記事 • Nov 30Niterra's (TSE:5334) Dividend Will Be ¥93.00The board of Niterra Co., Ltd. ( TSE:5334 ) has announced that it will pay a dividend on the 4th of June, with...Declared Dividend • Nov 29First half dividend of JP¥93.00 announcedShareholders will receive a dividend of JP¥93.00. Ex-date: 30th March 2026 Payment date: 4th June 2026 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 01Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥150 (up from JP¥114 in 2Q 2025). Revenue: JP¥181.2b (up 14% from 2Q 2025). Net income: JP¥29.7b (up 32% from 2Q 2025). Profit margin: 16% (up from 14% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.0%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 31Niterra Co., Ltd. (TSE:5334) announces an Equity Buyback for 7,200,000 shares, representing 3.62% for ¥30,000 million.Niterra Co., Ltd. (TSE:5334) announces a share repurchase program. Under the program, the company will repurchase up to 7,200,000 shares, representing 3.62% of its issued share capital (excluding treasury stock), for a total purchase price of ¥30,000 million. The purpose of the program is to enhance shareholder returns and to achieve the implementation of more functional and proactive capital strategies in response to the management environment. The program will continue until October 31, 2026. As of June 30, 2023, the company had 198,918,727 issued shares (excluding treasury stock) and 328,993 treasury shares.分析記事 • Oct 30Niterra (TSE:5334) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Oct 12An Intrinsic Calculation For Niterra Co., Ltd. (TSE:5334) Suggests It's 23% UndervaluedKey Insights The projected fair value for Niterra is JP¥7,743 based on 2 Stage Free Cash Flow to Equity Niterra is...Upcoming Dividend • Sep 22Upcoming dividend of JP¥91.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.0%).お知らせ • Sep 02Niterra Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Niterra Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025分析記事 • Sep 01Niterra's (TSE:5334) Shareholders Will Receive A Bigger Dividend Than Last YearNiterra Co., Ltd. ( TSE:5334 ) has announced that it will be increasing its dividend from last year's comparable...分析記事 • Aug 02Analyst Estimates: Here's What Brokers Think Of Niterra Co., Ltd. (TSE:5334) After Its First-Quarter ReportLast week, you might have seen that Niterra Co., Ltd. ( TSE:5334 ) released its first-quarter result to the market. The...Reported Earnings • Aug 02First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: JP¥121 (down from JP¥140 in 1Q 2025). Revenue: JP¥169.9b (up 2.7% from 1Q 2025). Net income: JP¥24.0b (down 14% from 1Q 2025). Profit margin: 14% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 23Niterra's (TSE:5334) Dividend Will Be Increased To ¥91.00Niterra Co., Ltd. ( TSE:5334 ) will increase its dividend from last year's comparable payment on the 1st of December to...分析記事 • Jul 09Niterra's (TSE:5334) Dividend Will Be Increased To ¥91.00Niterra Co., Ltd. ( TSE:5334 ) will increase its dividend from last year's comparable payment on the 1st of December to...Board Change • Jul 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Executive Officer & Director Keiji Suzuki was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Jul 09Final dividend of JP¥91.00 announcedShareholders will receive a dividend of JP¥91.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥466 (up from JP¥409 in FY 2024). Revenue: JP¥653.0b (up 6.3% from FY 2024). Net income: JP¥92.6b (up 12% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 04+ 1 more updateNiterra Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Niterra Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025Reported Earnings • May 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥466 (up from JP¥409 in FY 2024). Revenue: JP¥653.0b (up 6.3% from FY 2024). Net income: JP¥92.6b (up 12% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 30Niterra Co., Ltd., Annual General Meeting, Jun 25, 2025Niterra Co., Ltd., Annual General Meeting, Jun 25, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥89.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 04 June 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).お知らせ • Mar 01Niterra Co., Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2025Niterra Co., Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2025Reported Earnings • Feb 01Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥121 (up from JP¥110 in 3Q 2024). Revenue: JP¥161.1b (up 4.1% from 3Q 2024). Net income: JP¥24.1b (up 8.6% from 3Q 2024). Profit margin: 15% (in line with 3Q 2024). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.8%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 03Niterra Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Niterra Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025Declared Dividend • Nov 30First half dividend of JP¥89.00 announcedShareholders will receive a dividend of JP¥89.00. Ex-date: 28th March 2025 Payment date: 4th June 2025 Dividend yield will be 3.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 26Niterra Co., Ltd. (TSE:5334) agreed to acquire Toshiba Materials Co.,Ltd. from Toshiba Corporation for ¥150 billion.Niterra Co., Ltd. (TSE:5334) agreed to acquire Toshiba Materials Co.,Ltd. from Toshiba Corporation for ¥150 billion on November 25, 2024. A cash consideration of ¥150 billion will be paid by Niterra Co., Ltd. for 10,000 shares. For financial year ended March 31, 2024, Toshiba Materials reported net assets of ¥4.914 million, total assets of ¥35.8 billion, net sales of ¥34.54 billion and operating profit of ¥5.486 billion. The expected completion of the transaction is May 30, 2025.Reported Earnings • Nov 02Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥114 (up from JP¥109 in 2Q 2024). Revenue: JP¥159.1b (up 3.9% from 2Q 2024). Net income: JP¥22.5b (up 2.0% from 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 8.3%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 20Upcoming dividend of JP¥83.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.5%).お知らせ • Aug 28Niterra Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024Niterra Co., Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).Reported Earnings • Aug 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥140 (up from JP¥118 in 1Q 2024). Revenue: JP¥165.5b (up 12% from 1Q 2024). Net income: JP¥27.8b (up 16% from 1Q 2024). Profit margin: 17% (in line with 1Q 2024). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Jul 20High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Kenji Isobe 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.Declared Dividend • Jul 11Final dividend of JP¥83.00 announcedShareholders will receive a dividend of JP¥83.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 3.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 01Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥409 (up from JP¥326 in FY 2023). Revenue: JP¥614.5b (up 9.2% from FY 2023). Net income: JP¥82.6b (up 25% from FY 2023). Profit margin: 13% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • May 01Now 22% undervaluedOver the last 90 days, the stock has risen 25% to JP¥5,003. The fair value is estimated to be JP¥6,425, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.Price Target Changed • Apr 16Price target increased by 7.2% to JP¥4,482Up from JP¥4,180, the current price target is an average from 12 analysts. New target price is 13% below last closing price of JP¥5,156. Stock is up 90% over the past year. The company is forecast to post earnings per share of JP¥420 for next year compared to JP¥326 last year.Upcoming Dividend • Mar 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 06 June 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.6%).Price Target Changed • Mar 11Price target increased by 8.2% to JP¥3,812Up from JP¥3,523, the current price target is an average from 11 analysts. New target price is 15% below last closing price of JP¥4,500. Stock is up 63% over the past year. The company is forecast to post earnings per share of JP¥416 for next year compared to JP¥326 last year.お知らせ • Mar 02Niterra Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024Niterra Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024Reported Earnings • Feb 02Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: JP¥110 (up from JP¥80.12 in 3Q 2023). Revenue: JP¥154.7b (up 10% from 3Q 2023). Net income: JP¥22.1b (up 36% from 3Q 2023). Profit margin: 14% (up from 12% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year.お知らせ • Dec 08Niterra Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Niterra Co., Ltd. announced that they will report Q3, 2024 results at 5:00 PM, Tokyo Standard Time on Jan 31, 2024Reported Earnings • Nov 01Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: JP¥109 (up from JP¥95.32 in 2Q 2023). Revenue: JP¥153.2b (up 7.9% from 2Q 2023). Net income: JP¥22.1b (up 14% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.9%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 22% per year.Price Target Changed • Oct 05Price target increased by 7.4% to JP¥3,097Up from JP¥2,883, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of JP¥3,116. Stock is up 17% over the past year. The company is forecast to post earnings per share of JP¥376 for next year compared to JP¥326 last year.Buying Opportunity • Sep 28Now 21% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be JP¥4,360, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 8.9% in 2 years. Earnings is forecast to grow by 19% in the next 2 years.Upcoming Dividend • Sep 21Upcoming dividend of JP¥66.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).Buying Opportunity • Sep 06Now 20% undervaluedOver the last 90 days, the stock is up 33%. The fair value is estimated to be JP¥4,362, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 8.1% in 2 years. Earnings is forecast to grow by 18% in the next 2 years.お知らせ • Aug 11Niterra Co., Ltd. to Report Q2, 2024 Results on Oct 30, 2023Niterra Co., Ltd. announced that they will report Q2, 2024 results at 4:40 PM, Tokyo Standard Time on Oct 30, 2023Buying Opportunity • Aug 09Now 21% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be JP¥4,036, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 7.8% in 2 years. Earnings is forecast to grow by 16% in the next 2 years.Reported Earnings • Aug 01First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥118 (up from JP¥117 in 1Q 2023). Revenue: JP¥148.0b (up 7.9% from 1Q 2023). Net income: JP¥24.1b (up 1.6% from 1Q 2023). Profit margin: 16% (in line with 1Q 2023). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 29% per year.お知らせ • Aug 01Niterra Co., Ltd. (TSE:5334) announces an Equity Buyback for 9,500,000 shares, representing 4.66% for ¥20,000 million.Niterra Co., Ltd. (TSE:5334) announces a share repurchase program. Under the program, the company will repurchase up to 9,500,000 shares, representing 4.66% of its issued share capital (excluding treasury stock), for a total purchase price of ¥20,000 million. The purpose of the program is to improve capital efficiency and implement a flexible capital policy for the company. The program will continue until July 31, 2024. As of June 30, 2023, the company had 203,848,943 issued shares (excluding treasury stock) and 326,377 treasury shares.Buying Opportunity • Jun 19Now 20% undervaluedOver the last 90 days, the stock is up 3.9%. The fair value is estimated to be JP¥3,431, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 4.6% per annum over the same time period.お知らせ • Jun 14Niterra Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023Niterra Co., Ltd. announced that they will report Q1, 2024 results at 5:00 PM, Tokyo Standard Time on Jul 31, 2023Buying Opportunity • May 31Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.6%. The fair value is estimated to be JP¥3,247, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 4.4% per annum over the same time period.Buying Opportunity • May 01Now 25% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be JP¥3,510, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 4.4% per annum over the same time period.Reported Earnings • Apr 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥326 (up from JP¥296 in FY 2022). Revenue: JP¥562.6b (up 14% from FY 2022). Net income: JP¥66.3b (up 10% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥83.00 per share at 6.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 6.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).Reported Earnings • Jan 31Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥80.12 (down from JP¥83.69 in 3Q 2022). Revenue: JP¥140.1b (up 13% from 3Q 2022). Net income: JP¥16.3b (down 4.3% from 3Q 2022). Profit margin: 12% (down from 14% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 22NGK Spark Plug Co., Ltd. to Report Q3, 2023 Results on Jan 30, 2023NGK Spark Plug Co., Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023Reported Earnings • Oct 30Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: JP¥95.32 (up from JP¥61.20 in 2Q 2022). Revenue: JP¥142.0b (up 22% from 2Q 2022). Net income: JP¥19.4b (up 56% from 2Q 2022). Profit margin: 14% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 1.4%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.株主還元5334JP Auto ComponentsJP 市場7D0.7%-2.4%-1.3%1Y130.4%63.1%43.0%株主還元を見る業界別リターン: 5334過去 1 年間で63.1 % の収益を上げたJP Auto Components業界を上回りました。リターン対市場: 5334過去 1 年間で43 % の収益を上げたJP市場を上回りました。価格変動Is 5334's price volatile compared to industry and market?5334 volatility5334 Average Weekly Movement5.8%Auto Components Industry Average Movement4.6%Market Average Movement4.4%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.2%安定した株価: 5334 、 JP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: 5334の 週次ボラティリティ ( 6% ) 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193615,644Keiji Suzukiwww.niterragroup.com株式会社ニテラは子会社とともに、内燃機関用スパークプラグおよび関連製品、テクニカルセラミックスを日本および海外で製造・販売している。同社は、アフターマーケット用および純正品用のプラグ、イグナイタープラグ、抵抗ケーブルおよびカバーを含むスパークプラグ、セラミックおよびメタルタイプのグロープラグからなるグロープラグ、グローコントローラー、酸素、NOx、温度、ノックセンサーを提供している。また、スマートフォン、カメラ、自動車などあらゆる製品に使用される半導体パッケージ、半導体製造用部品、医療用製品なども提供している。その他、ファインセラミックス、ベアリング用ボール、圧電セラミックス、耐摩耗部品を含むポンプ用プランジャーやセラミック保護板などの産業用セラミックス、超音波振動子・センサー、半導体製造装置用製品、電気機器用製品、その他セラミックス製品を提供。また、セラミック、微粒子超硬合金、コーティング超硬合金、立方晶窒化ホウ素の各グレードからなる切削工具、SS工具、回転工具、オゾンを利用して空気を浄化し、目に見えない有害物質やウイルスを抑制する除菌脱臭装置「墨風」を提供している。スパークプラグ、グロープラグは日本ガイシブランドで、センサー、半導体パッケージ・基板、切削工具、酸素濃縮器、圧電・ファインセラミックスはNTKブランドで販売している。旧社名は日本特殊陶業（株）で、2023年4月に（株）ニテラに商号変更した。株式会社ニテラは1936年に設立され、名古屋に本社を置いている。もっと見るNiterra Co., Ltd. 基礎のまとめNiterra の収益と売上を時価総額と比較するとどうか。5334 基礎統計学時価総額JP¥2.08t収益（TTM）JP¥112.89b売上高(TTM)JP¥731.21b19.0xPER（株価収益率2.9xP/Sレシオ5334 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5334 損益計算書（TTM）収益JP¥731.21b売上原価JP¥450.34b売上総利益JP¥280.87bその他の費用JP¥167.97b収益JP¥112.89b直近の収益報告Mar 31, 2026次回決算日Jul 31, 2026一株当たり利益（EPS）576.92グロス・マージン38.41%純利益率15.44%有利子負債／自己資本比率31.4%5334 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.9%現在の配当利回り36%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2026/06/25 12:47終値2026/06/25 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この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Niterra Co., Ltd. 9 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。15 アナリスト機関Masaru KoshitaBarclaysMasashi KubotaBofA Global ResearchTakayuki NaitoCitigroup Inc12 その他のアナリストを表示
Price Target Changed • Jun 13Price target increased by 7.7% to JP¥8,547Up from JP¥7,934, the current price target is an average from 10 analysts. New target price is 14% below last closing price of JP¥9,967. Stock is up 118% over the past year. The company is forecast to post earnings per share of JP¥558 for next year compared to JP¥570 last year.
お知らせ • Jun 03Niterra Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Niterra Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026
Buy Or Sell Opportunity • May 15Now 20% undervaluedOver the last 90 days, the stock has risen 36% to JP¥9,679. The fair value is estimated to be JP¥12,163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 5.8% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥9,186, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 300% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,161 per share.
分析記事 • May 04Analysts Are Updating Their Niterra Co., Ltd. (TSE:5334) Estimates After Its Yearly ResultsNiterra Co., Ltd. ( TSE:5334 ) shareholders are probably feeling a little disappointed, since its shares fell 4.8% to...
Reported Earnings • May 01Full year 2026 earnings: EPS in line with analyst expectations despite revenue beatFull year 2026 results: EPS: JP¥570 (up from JP¥466 in FY 2025). Revenue: JP¥731.2b (up 12% from FY 2025). Net income: JP¥112.9b (up 22% from FY 2025). Profit margin: 15% (up from 14% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jun 13Price target increased by 7.7% to JP¥8,547Up from JP¥7,934, the current price target is an average from 10 analysts. New target price is 14% below last closing price of JP¥9,967. Stock is up 118% over the past year. The company is forecast to post earnings per share of JP¥558 for next year compared to JP¥570 last year.
お知らせ • Jun 03Niterra Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026Niterra Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026
Buy Or Sell Opportunity • May 15Now 20% undervaluedOver the last 90 days, the stock has risen 36% to JP¥9,679. The fair value is estimated to be JP¥12,163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.8% over the last 3 years. Earnings per share has grown by 17%. For the next 3 years, revenue is forecast to grow by 5.5% per annum. Earnings are also forecast to grow by 5.8% per annum over the same time period.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥9,186, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 11x in the Auto Components industry in Japan. Total returns to shareholders of 300% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,161 per share.
分析記事 • May 04Analysts Are Updating Their Niterra Co., Ltd. (TSE:5334) Estimates After Its Yearly ResultsNiterra Co., Ltd. ( TSE:5334 ) shareholders are probably feeling a little disappointed, since its shares fell 4.8% to...
Reported Earnings • May 01Full year 2026 earnings: EPS in line with analyst expectations despite revenue beatFull year 2026 results: EPS: JP¥570 (up from JP¥466 in FY 2025). Revenue: JP¥731.2b (up 12% from FY 2025). Net income: JP¥112.9b (up 22% from FY 2025). Profit margin: 15% (up from 14% in FY 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 30Niterra Co., Ltd., Annual General Meeting, Jun 26, 2026Niterra Co., Ltd., Annual General Meeting, Jun 26, 2026.
Buy Or Sell Opportunity • Apr 22Now 22% undervaluedOver the last 90 days, the stock has risen 20% to JP¥8,547. The fair value is estimated to be JP¥10,914, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.4% over the last 3 years. Earnings per share has grown by 14%. Revenue is forecast to grow by 14% in 2 years. Earnings are forecast to grow by 15% in the next 2 years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥93.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 04 June 2026. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%).
お知らせ • Mar 10Niterra Co., Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026Niterra Co., Ltd. announced that they will report fiscal year 2026 results at 3:40 PM, Tokyo Standard Time on Apr 30, 2026
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥8,040, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Auto Components industry in Japan. Total returns to shareholders of 238% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥10,697 per share.
Reported Earnings • Jan 31Third quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2026 results: EPS: JP¥150 (up from JP¥121 in 3Q 2025). Revenue: JP¥174.9b (up 8.6% from 3Q 2025). Net income: JP¥29.8b (up 24% from 3Q 2025). Profit margin: 17% (up from 15% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jan 29Price target increased by 7.2% to JP¥6,812Up from JP¥6,352, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of JP¥6,743. Stock is up 31% over the past year. The company is forecast to post earnings per share of JP¥494 for next year compared to JP¥466 last year.
分析記事 • Jan 23Is There An Opportunity With Niterra Co., Ltd.'s (TSE:5334) 20% Undervaluation?Key Insights The projected fair value for Niterra is JP¥8,949 based on 2 Stage Free Cash Flow to Equity Niterra is...
Price Target Changed • Jan 19Price target increased by 8.9% to JP¥6,352Up from JP¥5,832, the current price target is an average from 10 analysts. New target price is 10.0% below last closing price of JP¥7,056. Stock is up 47% over the past year. The company is forecast to post earnings per share of JP¥491 for next year compared to JP¥466 last year.
分析記事 • Dec 14Niterra's (TSE:5334) Dividend Will Be ¥93.00Niterra Co., Ltd.'s ( TSE:5334 ) investors are due to receive a payment of ¥93.00 per share on 4th of June. Based on...
お知らせ • Dec 09Niterra Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Niterra Co., Ltd. announced that they will report Q3, 2026 results at 4:30 PM, Tokyo Standard Time on Jan 30, 2026
分析記事 • Nov 30Niterra's (TSE:5334) Dividend Will Be ¥93.00The board of Niterra Co., Ltd. ( TSE:5334 ) has announced that it will pay a dividend on the 4th of June, with...
Declared Dividend • Nov 29First half dividend of JP¥93.00 announcedShareholders will receive a dividend of JP¥93.00. Ex-date: 30th March 2026 Payment date: 4th June 2026 Dividend yield will be 2.8%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 01Second quarter 2026 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2026 results: EPS: JP¥150 (up from JP¥114 in 2Q 2025). Revenue: JP¥181.2b (up 14% from 2Q 2025). Net income: JP¥29.7b (up 32% from 2Q 2025). Profit margin: 16% (up from 14% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.0%. Earnings per share (EPS) also surpassed analyst estimates by 33%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 31Niterra Co., Ltd. (TSE:5334) announces an Equity Buyback for 7,200,000 shares, representing 3.62% for ¥30,000 million.Niterra Co., Ltd. (TSE:5334) announces a share repurchase program. Under the program, the company will repurchase up to 7,200,000 shares, representing 3.62% of its issued share capital (excluding treasury stock), for a total purchase price of ¥30,000 million. The purpose of the program is to enhance shareholder returns and to achieve the implementation of more functional and proactive capital strategies in response to the management environment. The program will continue until October 31, 2026. As of June 30, 2023, the company had 198,918,727 issued shares (excluding treasury stock) and 328,993 treasury shares.
分析記事 • Oct 30Niterra (TSE:5334) Has A Pretty Healthy Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Oct 12An Intrinsic Calculation For Niterra Co., Ltd. (TSE:5334) Suggests It's 23% UndervaluedKey Insights The projected fair value for Niterra is JP¥7,743 based on 2 Stage Free Cash Flow to Equity Niterra is...
Upcoming Dividend • Sep 22Upcoming dividend of JP¥91.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.0%).
お知らせ • Sep 02Niterra Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Niterra Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
分析記事 • Sep 01Niterra's (TSE:5334) Shareholders Will Receive A Bigger Dividend Than Last YearNiterra Co., Ltd. ( TSE:5334 ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 • Aug 02Analyst Estimates: Here's What Brokers Think Of Niterra Co., Ltd. (TSE:5334) After Its First-Quarter ReportLast week, you might have seen that Niterra Co., Ltd. ( TSE:5334 ) released its first-quarter result to the market. The...
Reported Earnings • Aug 02First quarter 2026 earnings: EPS exceeds analyst expectationsFirst quarter 2026 results: EPS: JP¥121 (down from JP¥140 in 1Q 2025). Revenue: JP¥169.9b (up 2.7% from 1Q 2025). Net income: JP¥24.0b (down 14% from 1Q 2025). Profit margin: 14% (down from 17% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.3%. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 23Niterra's (TSE:5334) Dividend Will Be Increased To ¥91.00Niterra Co., Ltd. ( TSE:5334 ) will increase its dividend from last year's comparable payment on the 1st of December to...
分析記事 • Jul 09Niterra's (TSE:5334) Dividend Will Be Increased To ¥91.00Niterra Co., Ltd. ( TSE:5334 ) will increase its dividend from last year's comparable payment on the 1st of December to...
Board Change • Jul 09High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Executive Officer & Director Keiji Suzuki was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Jul 09Final dividend of JP¥91.00 announcedShareholders will receive a dividend of JP¥91.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 3.7%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (38% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 18% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 30Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥466 (up from JP¥409 in FY 2024). Revenue: JP¥653.0b (up 6.3% from FY 2024). Net income: JP¥92.6b (up 12% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 04+ 1 more updateNiterra Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Niterra Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025
Reported Earnings • May 01Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥466 (up from JP¥409 in FY 2024). Revenue: JP¥653.0b (up 6.3% from FY 2024). Net income: JP¥92.6b (up 12% from FY 2024). Profit margin: 14% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 30Niterra Co., Ltd., Annual General Meeting, Jun 25, 2025Niterra Co., Ltd., Annual General Meeting, Jun 25, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥89.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 04 June 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).
お知らせ • Mar 01Niterra Co., Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2025Niterra Co., Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2025
Reported Earnings • Feb 01Third quarter 2025 earnings: EPS and revenues exceed analyst expectationsThird quarter 2025 results: EPS: JP¥121 (up from JP¥110 in 3Q 2024). Revenue: JP¥161.1b (up 4.1% from 3Q 2024). Net income: JP¥24.1b (up 8.6% from 3Q 2024). Profit margin: 15% (in line with 3Q 2024). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) also surpassed analyst estimates by 1.8%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 03Niterra Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Niterra Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
Declared Dividend • Nov 30First half dividend of JP¥89.00 announcedShareholders will receive a dividend of JP¥89.00. Ex-date: 28th March 2025 Payment date: 4th June 2025 Dividend yield will be 3.8%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (40% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 26Niterra Co., Ltd. (TSE:5334) agreed to acquire Toshiba Materials Co.,Ltd. from Toshiba Corporation for ¥150 billion.Niterra Co., Ltd. (TSE:5334) agreed to acquire Toshiba Materials Co.,Ltd. from Toshiba Corporation for ¥150 billion on November 25, 2024. A cash consideration of ¥150 billion will be paid by Niterra Co., Ltd. for 10,000 shares. For financial year ended March 31, 2024, Toshiba Materials reported net assets of ¥4.914 million, total assets of ¥35.8 billion, net sales of ¥34.54 billion and operating profit of ¥5.486 billion. The expected completion of the transaction is May 30, 2025.
Reported Earnings • Nov 02Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: JP¥114 (up from JP¥109 in 2Q 2024). Revenue: JP¥159.1b (up 3.9% from 2Q 2024). Net income: JP¥22.5b (up 2.0% from 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Revenue exceeded analyst estimates by 4.1%. Earnings per share (EPS) also surpassed analyst estimates by 8.3%. Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥83.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.5%).
お知らせ • Aug 28Niterra Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024Niterra Co., Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).
Reported Earnings • Aug 02First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: JP¥140 (up from JP¥118 in 1Q 2024). Revenue: JP¥165.5b (up 12% from 1Q 2024). Net income: JP¥27.8b (up 16% from 1Q 2024). Profit margin: 17% (in line with 1Q 2024). Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 26%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Jul 20High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Kenji Isobe 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.
Declared Dividend • Jul 11Final dividend of JP¥83.00 announcedShareholders will receive a dividend of JP¥83.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 3.4%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 01Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥409 (up from JP¥326 in FY 2023). Revenue: JP¥614.5b (up 9.2% from FY 2023). Net income: JP¥82.6b (up 25% from FY 2023). Profit margin: 13% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • May 01Now 22% undervaluedOver the last 90 days, the stock has risen 25% to JP¥5,003. The fair value is estimated to be JP¥6,425, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 3.8% per annum. Earnings are also forecast to grow by 8.1% per annum over the same time period.
Price Target Changed • Apr 16Price target increased by 7.2% to JP¥4,482Up from JP¥4,180, the current price target is an average from 12 analysts. New target price is 13% below last closing price of JP¥5,156. Stock is up 90% over the past year. The company is forecast to post earnings per share of JP¥420 for next year compared to JP¥326 last year.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 06 June 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.2%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.6%).
Price Target Changed • Mar 11Price target increased by 8.2% to JP¥3,812Up from JP¥3,523, the current price target is an average from 11 analysts. New target price is 15% below last closing price of JP¥4,500. Stock is up 63% over the past year. The company is forecast to post earnings per share of JP¥416 for next year compared to JP¥326 last year.
お知らせ • Mar 02Niterra Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024Niterra Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024
Reported Earnings • Feb 02Third quarter 2024 earnings: EPS exceeds analyst expectationsThird quarter 2024 results: EPS: JP¥110 (up from JP¥80.12 in 3Q 2023). Revenue: JP¥154.7b (up 10% from 3Q 2023). Net income: JP¥22.1b (up 36% from 3Q 2023). Profit margin: 14% (up from 12% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.0%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year whereas the company’s share price has increased by 23% per year.
お知らせ • Dec 08Niterra Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Niterra Co., Ltd. announced that they will report Q3, 2024 results at 5:00 PM, Tokyo Standard Time on Jan 31, 2024
Reported Earnings • Nov 01Second quarter 2024 earnings: EPS exceeds analyst expectationsSecond quarter 2024 results: EPS: JP¥109 (up from JP¥95.32 in 2Q 2023). Revenue: JP¥153.2b (up 7.9% from 2Q 2023). Net income: JP¥22.1b (up 14% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.9%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year whereas the company’s share price has increased by 22% per year.
Price Target Changed • Oct 05Price target increased by 7.4% to JP¥3,097Up from JP¥2,883, the current price target is an average from 11 analysts. New target price is approximately in line with last closing price of JP¥3,116. Stock is up 17% over the past year. The company is forecast to post earnings per share of JP¥376 for next year compared to JP¥326 last year.
Buying Opportunity • Sep 28Now 21% undervaluedOver the last 90 days, the stock is up 20%. The fair value is estimated to be JP¥4,360, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 8.9% in 2 years. Earnings is forecast to grow by 19% in the next 2 years.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥66.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
Buying Opportunity • Sep 06Now 20% undervaluedOver the last 90 days, the stock is up 33%. The fair value is estimated to be JP¥4,362, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 8.1% in 2 years. Earnings is forecast to grow by 18% in the next 2 years.
お知らせ • Aug 11Niterra Co., Ltd. to Report Q2, 2024 Results on Oct 30, 2023Niterra Co., Ltd. announced that they will report Q2, 2024 results at 4:40 PM, Tokyo Standard Time on Oct 30, 2023
Buying Opportunity • Aug 09Now 21% undervaluedOver the last 90 days, the stock is up 24%. The fair value is estimated to be JP¥4,036, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 7.8% in 2 years. Earnings is forecast to grow by 16% in the next 2 years.
Reported Earnings • Aug 01First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: JP¥118 (up from JP¥117 in 1Q 2023). Revenue: JP¥148.0b (up 7.9% from 1Q 2023). Net income: JP¥24.1b (up 1.6% from 1Q 2023). Profit margin: 16% (in line with 1Q 2023). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 40%. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 29% per year.
お知らせ • Aug 01Niterra Co., Ltd. (TSE:5334) announces an Equity Buyback for 9,500,000 shares, representing 4.66% for ¥20,000 million.Niterra Co., Ltd. (TSE:5334) announces a share repurchase program. Under the program, the company will repurchase up to 9,500,000 shares, representing 4.66% of its issued share capital (excluding treasury stock), for a total purchase price of ¥20,000 million. The purpose of the program is to improve capital efficiency and implement a flexible capital policy for the company. The program will continue until July 31, 2024. As of June 30, 2023, the company had 203,848,943 issued shares (excluding treasury stock) and 326,377 treasury shares.
Buying Opportunity • Jun 19Now 20% undervaluedOver the last 90 days, the stock is up 3.9%. The fair value is estimated to be JP¥3,431, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings is also forecast to grow by 4.6% per annum over the same time period.
お知らせ • Jun 14Niterra Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023Niterra Co., Ltd. announced that they will report Q1, 2024 results at 5:00 PM, Tokyo Standard Time on Jul 31, 2023
Buying Opportunity • May 31Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.6%. The fair value is estimated to be JP¥3,247, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 4.4% per annum over the same time period.
Buying Opportunity • May 01Now 25% undervaluedOver the last 90 days, the stock is up 4.6%. The fair value is estimated to be JP¥3,510, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 4.4% per annum over the same time period.
Reported Earnings • Apr 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥326 (up from JP¥296 in FY 2022). Revenue: JP¥562.6b (up 14% from FY 2022). Net income: JP¥66.3b (up 10% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥83.00 per share at 6.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 6.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).
Reported Earnings • Jan 31Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: EPS: JP¥80.12 (down from JP¥83.69 in 3Q 2022). Revenue: JP¥140.1b (up 13% from 3Q 2022). Net income: JP¥16.3b (down 4.3% from 3Q 2022). Profit margin: 12% (down from 14% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 13%. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 22NGK Spark Plug Co., Ltd. to Report Q3, 2023 Results on Jan 30, 2023NGK Spark Plug Co., Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023
Reported Earnings • Oct 30Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: JP¥95.32 (up from JP¥61.20 in 2Q 2022). Revenue: JP¥142.0b (up 22% from 2Q 2022). Net income: JP¥19.4b (up 56% from 2Q 2022). Profit margin: 14% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) also missed analyst estimates by 1.4%. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
