View ValuationSankyo 将来の成長Future 基準チェック /26Sankyo利益と収益がそれぞれ年間5%と6.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.6% 6.9%なると予測されています。主要情報5.0%収益成長率6.94%EPS成長率Leisure 収益成長11.5%収益成長率6.9%将来の株主資本利益率17.60%アナリストカバレッジLow最終更新日13 May 2026今後の成長に関する最新情報Price Target Changed • Sep 12Price target increased by 10% to JP¥2,795Up from JP¥2,533, the current price target is an average from 4 analysts. New target price is 6.5% below last closing price of JP¥2,988. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥216 for next year compared to JP¥246 last year.お知らせ • Feb 04+ 1 more updateSankyo Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Sankyo Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company now expects net sales of JPY 190,000 million as compared to previous guidance of JPY 180,000 million, operating income of JPY 71,000 million as compared to previous guidance of JPY 61,000 million, profit attributable to owners of parent of JPY 51,500 million as compared to previous guidance of JPY 42,000 million and net income per share of JPY 234.58 per share as compared to previous guidance of JPY 191.48 per share. Reasons for the revision: With regard to the pachinko machines business, viewing the enhancement of gaming performance of Smart Pachinko machines as a good sales opportunity, the Group has launched an aggressive marketing campaign since the third quarter, with a lineup centering on Smart Pachinko machines, and sales volume increased strongly. However, considering factors such as compliance with format inspection and the competitive landscape, the Group decided to postpone the introduction of one new title, which was originally scheduled for introduction in the current fiscal year, to the next fiscal year. Consequently, the sales volume of pachinko machines is expected to be 223,000 units whereas the initial plan was 247,000 units. On the other hand, with regard to the pachislot machines business, the Group's Smart Pachislot machines have enjoyed their popularity ever since their launch. As we responded to the need for the manufacture of additional units of multiple tiles and sales of new titles have been strong, the sales volume of pachislot machines is expected to be 131,000 units, exceeding the initial plan of 119,000 units. As a result, while the total sales volumes of pachinko and pachislot machines are expected to be largely in accordance with the plan, unit sales prices were robust, especially for major pachinko titles and the pachislot titles for which additional units were manufactured. Moreover, in the ball bearing supply systems business, triggered by the response to new money bills and the diffusion of Smart Pachinko and Pachislot machines, demand for equipment renewal at parlors was brisk. As a result, net sales and profit items are expected to exceed the previous forecasts as mentioned above.Price Target Changed • Nov 16Price target increased by 11% to JP¥2,395Up from JP¥2,167, the current price target is an average from 4 analysts. New target price is 13% above last closing price of JP¥2,128. Stock is up 75% over the past year. The company is forecast to post earnings per share of JP¥226 for next year compared to JP¥204 last year.お知らせ • Sep 19Sankyo Co., Ltd. Provides Earnings Guidance for the First Six Months of the Fiscal Year Ending March 31, 2025Sankyo Co., Ltd. provided earnings guidance for the first six months of the fiscal year ending March 31, 2025. For the six months, the company expected net sales of JPY 90,000 million, Operating income of JPY 35,000 million, Profit attributable to owners of parent of JPY 25,000 million and Net income per share of JPY 113.91 per share.Price Target Changed • Aug 10Price target increased by 8.5% to JP¥2,038Up from JP¥1,878, the current price target is an average from 4 analysts. New target price is 17% above last closing price of JP¥1,737. Stock is up 39% over the past year. The company is forecast to post earnings per share of JP¥231 for next year compared to JP¥204 last year.Major Estimate Revision • Dec 14Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥892 to JP¥986. Revenue forecast steady at JP¥195.9b. Net income forecast to shrink 14% next year vs 6.7% growth forecast for Leisure industry in Japan . Consensus price target up from JP¥7,325 to JP¥8,850. Share price rose 12% to JP¥7,615 over the past week.すべての更新を表示Recent updates分析記事 • 15hSankyo's (TSE:6417) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Sankyo Co., Ltd.'s ( TSE:6417 ) recent earnings didn't contain any surprises...Reported Earnings • May 14Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥228 (down from JP¥246 in FY 2025). Revenue: JP¥179.2b (down 6.6% from FY 2025). Net income: JP¥46.8b (down 13% from FY 2025). Profit margin: 26% (down from 28% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) also missed analyst estimates by 8.1%. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Leisure industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 12% per year.お知らせ • May 13Sankyo Co., Ltd., Annual General Meeting, Jun 26, 2026Sankyo Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • Apr 06Sankyo Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Sankyo Co., Ltd. announced that they will report fiscal year 2026 results at 11:30 AM, Tokyo Standard Time on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥83.33 (vs JP¥87.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥83.33 (down from JP¥87.76 in 3Q 2025). Revenue: JP¥61.4b (down 2.5% from 3Q 2025). Net income: JP¥16.6b (down 14% from 3Q 2025). Profit margin: 27% (down from 31% in 3Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 4.6%. 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 30% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 01Returns On Capital Are A Standout For Sankyo (TSE:6417)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...分析記事 • Jan 14Investors Don't See Light At End Of Sankyo Co., Ltd.'s (TSE:6417) TunnelWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Sankyo...お知らせ • Jan 07Sankyo Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Sankyo Co., Ltd. announced that they will report Q3, 2026 results During-Market on Feb 05, 2026分析記事 • Dec 19Here's Why Sankyo (TSE:6417) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...Declared Dividend • Dec 02First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.4%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 16% over the next 3 years. However, it would need to fall by 55% to increase the payout ratio to a potentially unsustainable range.分析記事 • Nov 13Sankyo's (TSE:6417) Solid Earnings May Rest On Weak FoundationsSankyo Co., Ltd.'s ( TSE:6417 ) robust recent earnings didn't do much to move the stock. We believe that shareholders...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥54.67 (vs JP¥62.53 in 2Q 2025)Second quarter 2026 results: EPS: JP¥54.67 (down from JP¥62.53 in 2Q 2025). Revenue: JP¥45.2b (down 6.8% from 2Q 2025). Net income: JP¥11.3b (down 18% from 2Q 2025). Profit margin: 25% (down from 28% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Leisure industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Oct 29The Trend Of High Returns At Sankyo (TSE:6417) Has Us Very InterestedIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Oct 12Sankyo Co., Ltd.'s (TSE:6417) Shares Lagging The Market But So Is The BusinessWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Sankyo...お知らせ • Oct 01Sankyo Co., Ltd. to Report Q2, 2026 Results on Nov 06, 2025Sankyo Co., Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025分析記事 • Sep 21Sankyo (TSE:6417) Has Announced A Dividend Of ¥45.00Sankyo Co., Ltd.'s ( TSE:6417 ) investors are due to receive a payment of ¥45.00 per share on 2nd of December. This...Price Target Changed • Sep 12Price target increased by 10% to JP¥2,795Up from JP¥2,533, the current price target is an average from 4 analysts. New target price is 6.5% below last closing price of JP¥2,988. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥216 for next year compared to JP¥246 last year.分析記事 • Sep 09Is There An Opportunity With Sankyo Co., Ltd.'s (TSE:6417) 43% Undervaluation?Key Insights The projected fair value for Sankyo is JP¥5,227 based on 2 Stage Free Cash Flow to Equity Sankyo is...New Risk • Aug 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.3% 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 Risk Earnings are forecast to decline by an average of 5.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥80.36 (vs JP¥57.00 in 1Q 2025)First quarter 2026 results: EPS: JP¥80.36 (up from JP¥57.00 in 1Q 2025). Revenue: JP¥55.2b (up 31% from 1Q 2025). Net income: JP¥17.4b (up 40% from 1Q 2025). Profit margin: 32% (up from 30% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Leisure industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 24Returns On Capital Are A Standout For Sankyo (TSE:6417)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...Declared Dividend • Jul 21Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.6%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 1.4% over the next 3 years. However, it would need to fall by 55% to increase the payout ratio to a potentially unsustainable range.お知らせ • Jul 13Sankyo Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Sankyo Co., Ltd. announced that they will report Q1, 2026 results at 11:30 AM, Tokyo Standard Time on Aug 07, 2025お知らせ • May 13Sankyo Co., Ltd. (TSE:6417) announces an Equity Buyback for 30,000,000 shares, representing 13.66% for ¥60,000 million.Sankyo Co., Ltd. (TSE:6417) announces a share repurchase program. Under the program, the company will repurchase up to 30,000,000 shares, representing 13.66% of its issued share capital (excluding treasury stock), for a total purchase price of ¥60,000 million. The purpose of the program is to improve capital efficiency, to implement a flexible capital policy in response to changes in the business environment, and to further return profits to shareholders. The program will be valid till March 31, 2026. As of March 31, 2025, the company had 219,608,929 issued shares (excluding treasury stock) and 40,391,071 treasury shares.Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥246 (up from JP¥204 in FY 2024). Revenue: JP¥191.8b (down 3.7% from FY 2024). Net income: JP¥54.0b (flat on FY 2024). Profit margin: 28% (up from 27% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.3%. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Leisure industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12+ 2 more updatesSankyo Co., Ltd., Annual General Meeting, Jun 27, 2025Sankyo Co., Ltd., Annual General Meeting, Jun 27, 2025.分析記事 • May 07Earnings Working Against Sankyo Co., Ltd.'s (TSE:6417) Share PriceWith a price-to-earnings (or "P/E") ratio of 9.2x Sankyo Co., Ltd. ( TSE:6417 ) may be sending bullish signals at the...分析記事 • Apr 15The Trend Of High Returns At Sankyo (TSE:6417) Has Us Very InterestedWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...お知らせ • Apr 09Sankyo Co., Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Sankyo Co., Ltd. announced that they will report fiscal year 2025 results on May 12, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).分析記事 • Feb 07Sankyo (TSE:6417) Is Increasing Its Dividend To ¥60.00Sankyo Co., Ltd. ( TSE:6417 ) has announced that it will be increasing its dividend from last year's comparable payment...Reported Earnings • Feb 05Third quarter 2025 earnings released: EPS: JP¥87.76 (vs JP¥61.82 in 3Q 2024)Third quarter 2025 results: EPS: JP¥87.76 (up from JP¥61.82 in 3Q 2024). Revenue: JP¥63.0b (up 16% from 3Q 2024). Net income: JP¥19.3b (up 25% from 3Q 2024). Profit margin: 31% (up from 28% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 04+ 1 more updateSankyo Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Sankyo Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company now expects net sales of JPY 190,000 million as compared to previous guidance of JPY 180,000 million, operating income of JPY 71,000 million as compared to previous guidance of JPY 61,000 million, profit attributable to owners of parent of JPY 51,500 million as compared to previous guidance of JPY 42,000 million and net income per share of JPY 234.58 per share as compared to previous guidance of JPY 191.48 per share. Reasons for the revision: With regard to the pachinko machines business, viewing the enhancement of gaming performance of Smart Pachinko machines as a good sales opportunity, the Group has launched an aggressive marketing campaign since the third quarter, with a lineup centering on Smart Pachinko machines, and sales volume increased strongly. However, considering factors such as compliance with format inspection and the competitive landscape, the Group decided to postpone the introduction of one new title, which was originally scheduled for introduction in the current fiscal year, to the next fiscal year. Consequently, the sales volume of pachinko machines is expected to be 223,000 units whereas the initial plan was 247,000 units. On the other hand, with regard to the pachislot machines business, the Group's Smart Pachislot machines have enjoyed their popularity ever since their launch. As we responded to the need for the manufacture of additional units of multiple tiles and sales of new titles have been strong, the sales volume of pachislot machines is expected to be 131,000 units, exceeding the initial plan of 119,000 units. As a result, while the total sales volumes of pachinko and pachislot machines are expected to be largely in accordance with the plan, unit sales prices were robust, especially for major pachinko titles and the pachislot titles for which additional units were manufactured. Moreover, in the ball bearing supply systems business, triggered by the response to new money bills and the diffusion of Smart Pachinko and Pachislot machines, demand for equipment renewal at parlors was brisk. As a result, net sales and profit items are expected to exceed the previous forecasts as mentioned above.お知らせ • Jan 10Sankyo Co., Ltd. to Report Q3, 2025 Results on Feb 04, 2025Sankyo Co., Ltd. announced that they will report Q3, 2025 results at 11:30 AM, Tokyo Standard Time on Feb 04, 2025分析記事 • Dec 03Sankyo Co., Ltd.'s (TSE:6417) Share Price Is Matching Sentiment Around Its EarningsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Sankyo...Declared Dividend • Dec 03First half dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 6.0% over the next 3 years. However, it would need to fall by 73% to increase the payout ratio to a potentially unsustainable range.Price Target Changed • Nov 16Price target increased by 11% to JP¥2,395Up from JP¥2,167, the current price target is an average from 4 analysts. New target price is 13% above last closing price of JP¥2,128. Stock is up 75% over the past year. The company is forecast to post earnings per share of JP¥226 for next year compared to JP¥204 last year.Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥62.53 (vs JP¥64.66 in 2Q 2024)Second quarter 2025 results: EPS: JP¥62.53 (down from JP¥64.66 in 2Q 2024). Revenue: JP¥48.5b (down 26% from 2Q 2024). Net income: JP¥13.7b (down 27% from 2Q 2024). Profit margin: 28% (in line with 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Leisure industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Nov 07New 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 5.8% 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: Major Risk Earnings are forecast to decline by an average of 7.7% per year for the foreseeable future. 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 (5.8% average weekly change).お知らせ • Oct 04Sankyo Co., Ltd. to Report Q2, 2025 Results on Nov 07, 2024Sankyo Co., Ltd. announced that they will report Q2, 2025 results at 11:30 AM, Tokyo Standard Time on Nov 07, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥40.00 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: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).お知らせ • Sep 19Sankyo Co., Ltd. Provides Earnings Guidance for the First Six Months of the Fiscal Year Ending March 31, 2025Sankyo Co., Ltd. provided earnings guidance for the first six months of the fiscal year ending March 31, 2025. For the six months, the company expected net sales of JPY 90,000 million, Operating income of JPY 35,000 million, Profit attributable to owners of parent of JPY 25,000 million and Net income per share of JPY 113.91 per share.Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥57.00 (vs JP¥48.48 in 1Q 2024)First quarter 2025 results: EPS: JP¥57.00. Revenue: JP¥42.2b (down 17% from 1Q 2024). Net income: JP¥12.5b (down 11% from 1Q 2024). Profit margin: 30% (up from 28% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 5.6%.Price Target Changed • Aug 10Price target increased by 8.5% to JP¥2,038Up from JP¥1,878, the current price target is an average from 4 analysts. New target price is 17% above last closing price of JP¥1,737. Stock is up 39% over the past year. The company is forecast to post earnings per share of JP¥231 for next year compared to JP¥204 last year.分析記事 • Aug 05Sankyo Co., Ltd.'s (TSE:6417) 26% Dip In Price Shows Sentiment Is Matching EarningsSankyo Co., Ltd. ( TSE:6417 ) shares have had a horrible month, losing 26% after a relatively good period beforehand...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,359, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Leisure industry in Japan. Total returns to shareholders of 173% over the past three years.Declared Dividend • Jul 17Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 5.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 16% over the next 3 years. However, it would need to fall by 74% to increase the payout ratio to a potentially unsustainable range.お知らせ • Jul 05Sankyo Co., Ltd. to Report Q1, 2025 Results on Aug 07, 2024Sankyo Co., Ltd. announced that they will report Q1, 2025 results at 3:00 PM, Tokyo Standard Time on Aug 07, 2024分析記事 • Jun 08If EPS Growth Is Important To You, Sankyo (TSE:6417) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...分析記事 • May 21Sankyo's (TSE:6417) Shareholders May Want To Dig Deeper Than Statutory ProfitSankyo Co., Ltd.'s ( TSE:6417 ) healthy profit numbers didn't contain any surprises for investors. We think this is due...Reported Earnings • May 11Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥204 (up from JP¥162 in FY 2023). Revenue: JP¥199.1b (up 27% from FY 2023). Net income: JP¥53.8b (up 15% from FY 2023). Profit margin: 27% (down from 30% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.6%. Revenue is expected to decline by 4.6% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 5.0%. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.お知らせ • May 10+ 1 more updateSankyo Co., Ltd. sDividend for the Year Ending March 31, 2024, Payable on June 28, 2024; Provides Earnings Guidance for the Year Ended March 31, 2025Sankyo Co., Ltd. announced dividend of JPY 50.00 per share for the year ending March 31, 2024 against JPY 90.00 per share paid for the same period a year ago. Planned Date for Start of Dividend Payment: June 28, 2024.The company provided earnings guidance for the year ended March 31, 2025. For the year, the company expects dividend of JPY 80.00 per share.分析記事 • Apr 30Why We Like The Returns At Sankyo (TSE:6417)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...お知らせ • Apr 09Sankyo Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Sankyo Co., Ltd. announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on May 09, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 5.9%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).分析記事 • Feb 27Sankyo (TSE:6417) Has Announced That It Will Be Increasing Its Dividend To ¥250.00Sankyo Co., Ltd. ( TSE:6417 ) has announced that it will be increasing its dividend from last year's comparable payment...Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥309 (vs JP¥299 in 3Q 2023)Third quarter 2024 results: EPS: JP¥309. Revenue: JP¥54.4b (down 6.4% from 3Q 2023). Net income: JP¥15.5b (down 11% from 3Q 2023). Profit margin: 28% (down from 30% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 3.4%.お知らせ • Feb 07+ 2 more updatesSANKYO Co., Ltd. Revises Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2024SANKYO Co., Ltd. revised year-end dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay year-end dividend of JPY 50.00 per share (pre-split conversion of JPY 250.00 per share)against JPY 90.00 per share paid for the same period a year ago. The year-end dividend for the fiscal year ending March 31, 2024, whose record date is March 31, 2024, will be based on the number of shares after the share split, whose record date is February 29, 2024.お知らせ • Jan 10Sankyo Co., Ltd. to Report Nine Months, 2024 Results on Feb 07, 2024Sankyo Co., Ltd. announced that they will report nine months, 2024 results on Feb 07, 2024Major Estimate Revision • Dec 14Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥892 to JP¥986. Revenue forecast steady at JP¥195.9b. Net income forecast to shrink 14% next year vs 6.7% growth forecast for Leisure industry in Japan . Consensus price target up from JP¥7,325 to JP¥8,850. Share price rose 12% to JP¥7,615 over the past week.Price Target Changed • Dec 13Price target increased by 16% to JP¥8,350Up from JP¥7,225, the current price target is an average from 4 analysts. New target price is 18% above last closing price of JP¥7,062. Stock is up 34% over the past year. The company is forecast to post earnings per share of JP¥964 for next year compared to JP¥808 last year.Major Estimate Revision • Nov 20Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥806 to JP¥892. Revenue forecast steady at JP¥194.9b. Net income forecast to shrink 15% next year vs 1.2% growth forecast for Leisure industry in Japan . Consensus price target broadly unchanged at JP¥7,325. Share price fell 5.0% to JP¥6,068 over the past week.Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥323 (vs JP¥230 in 2Q 2023)Second quarter 2024 results: EPS: JP¥323 (up from JP¥230 in 2Q 2023). Revenue: JP¥65.4b (up 55% from 2Q 2023). Net income: JP¥18.7b (up 40% from 2Q 2023). Profit margin: 29% (down from 32% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 5.8% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 4.6%. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 20Sankyo Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023Sankyo Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023お知らせ • Sep 23Sankyo Co., Ltd. (TSE:6417) announces an Equity Buyback for 10,000,000 shares, representing 17.21% for ¥65,730 million.Sankyo Co., Ltd. (TSE:6417) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 17.21% of its share capital, for ¥65,730 million. The purpose of the repurchase program is to repurchase its own shares in order to enhance capital efficiency, implement a flexible capital policy in response to the changing business environment, and return profits to shareholders. The share repurchase program will run until September 22, 2023. As of August 31, 2023, the company had 58,092,708 shares outstanding excluding treasury shares and had 8,246,392 shares in treasury.お知らせ • Sep 22+ 2 more updatesSankyo Co., Ltd. Provides Earnings Guidance for the First Six Months of the Fiscal Year Ending March 31, 2024Sankyo Co., Ltd. provided earnings guidance for the first six months of the fiscal year ending March 31, 2024. For the six months, the company expected net sales of JPY 114,000 million, Operating income of JPY 43,500 million, Profit attributable to owners of parent of JPY 31,000 million or JPY 533.65 per share.Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥7,573, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Leisure industry in Japan. Total returns to shareholders of 194% over the past three years.Upcoming Dividend • Sep 21Upcoming dividend of JP¥75.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥242 (vs JP¥137 in 1Q 2023)First quarter 2024 results: EPS: JP¥242 (up from JP¥137 in 1Q 2023). Revenue: JP¥50.8b (up 83% from 1Q 2023). Net income: JP¥14.1b (up 78% from 1Q 2023). Profit margin: 28% (in line with 1Q 2023). Revenue is expected to decline by 2.7% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 4.0%. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 06Sankyo Co., Ltd. to Report Q1, 2024 Results on Aug 07, 2023Sankyo Co., Ltd. announced that they will report Q1, 2024 results on Aug 07, 2023Price Target Changed • May 30Price target increased by 7.4% to JP¥6,525Up from JP¥6,075, the current price target is an average from 4 analysts. New target price is 17% above last closing price of JP¥5,570. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥774 for next year compared to JP¥808 last year.Reported Earnings • May 14Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥808 (up from JP¥305 in FY 2022). Revenue: JP¥157.3b (up 85% from FY 2022). Net income: JP¥46.9b (up 154% from FY 2022). Profit margin: 30% (up from 22% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 8.0%. Revenue is expected to decline by 3.5% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 5.1%. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.お知らせ • May 12+ 2 more updatesSankyo Co., Ltd. Announces Earnings Forecast for the Year Ending March 31, 2024Sankyo Co., Ltd. announced earnings forecast for the year ending March 31, 2024. For the year the company expects the Net sales of JPY 175,000 millions. Operating income of JPY 59,500 millions. Profit attributable to owners of parent of JPY 41,500 millions. Net income per share of JPY 714.43.お知らせ • May 11Sankyo Co., Ltd., Annual General Meeting, Jun 29, 2023Sankyo Co., Ltd., Annual General Meeting, Jun 29, 2023. Agenda: Annual General Meeting.Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥299 (vs JP¥204 in 3Q 2022)Third quarter 2023 results: EPS: JP¥299 (up from JP¥204 in 3Q 2022). Revenue: JP¥58.1b (up 37% from 3Q 2022). Net income: JP¥17.4b (up 40% from 3Q 2022). Profit margin: 30% (in line with 3Q 2022). Revenue is expected to decline by 2.2% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 08+ 2 more updatesSankyo Co., Ltd. Announces Executive Changes, Effective on April 1, 2023Sankyo Co., Ltd. announced that Yoko Igarashi appointed as Standing Statutory Auditor from his Current Position of Senior Executive Operating Officer, Supervising Administration Division, Manufacturing Division & Business Planning Department. Takeshi Busujima appointed as Operating Officer, Head of Information Technology Systems Division, effective April 1, 2023, from his current position of General Manager of Information Technology Systems Department; Administration Division. Takashi Haneji appointed as Operating Officer General Manager of Purchasing Department; Product Management Division, effective April 1, 2023, from his current position of General Manager of Purchasing Department; Product Management Division. Yuhei Kubota appointed as Deputy Head of Information Technology Systems, Division & General Manager of Information Technology, Systems Department, effective April 1, 2023, from his current position of Deputy General Manager of Information Technology, Systems Department; Administration Division.お知らせ • Jan 24Sankyo Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023Sankyo Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023Price Target Changed • Dec 01Price target increased to JP¥5,400Up from JP¥4,667, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥5,310. Stock is up 76% over the past year. The company is forecast to post earnings per share of JP¥532 for next year compared to JP¥305 last year.Major Estimate Revision • Nov 25Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥104.6b to JP¥115.3b. EPS estimate fell from JP¥369 to JP¥360. Net income forecast to shrink 33% next year vs 4.1% decline forecast for Leisure industry in Japan. Consensus price target up from JP¥4,667 to JP¥4,867. Share price rose 12% to JP¥5,290 over the past week.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Outside Director Hiroyuki Yamasaki was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥230 (vs JP¥59.23 in 2Q 2022)Second quarter 2023 results: EPS: JP¥230 (up from JP¥59.23 in 2Q 2022). Revenue: JP¥42.2b (up 146% from 2Q 2022). Net income: JP¥13.4b (up 268% from 2Q 2022). Profit margin: 32% (up from 21% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 10% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Oct 12Now 20% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be JP¥5,651, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.9% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to decline by 6.9% per annum. Earnings is also forecast to decline by 20% per annum over the same time period.Major Estimate Revision • Sep 30Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥96.3b to JP¥101.8b. EPS estimate increased from JP¥314 to JP¥353 per share. Net income forecast to shrink 20% next year vs 7.1% decline forecast for Leisure industry in Japan. Consensus price target of JP¥4,750 unchanged from last update. Share price rose 8.1% to JP¥4,385 over the past week.Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥137 (vs JP¥15.42 in 1Q 2022)First quarter 2023 results: EPS: JP¥137 (up from JP¥15.42 in 1Q 2022). Revenue: JP¥27.8b (up 154% from 1Q 2022). Net income: JP¥7.93b (up JP¥6.99b from 1Q 2022). Profit margin: 29% (up from 8.6% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 4.3% compared to a 5.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.業績と収益の成長予測TSE:6417 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2028203,90051,20050,75855,45823/31/2027206,63352,53348,47453,17433/31/2026179,21146,75234,93651,828N/A12/31/2025199,93153,882N/AN/AN/A9/30/2025201,50156,53035,33152,299N/A6/30/2025204,79658,936N/AN/AN/A3/31/2025191,82153,99253,79458,036N/A12/31/2024182,21151,055N/AN/AN/A9/30/2024173,63847,23951,70755,100N/A6/30/2024190,53252,214N/AN/AN/A3/31/2024199,09953,79144,62347,589N/A12/31/2023199,81956,467N/AN/AN/A9/30/2023203,52358,37442,43845,743N/A6/30/2023180,31053,042N/AN/AN/A3/31/2023157,29646,89332,41335,103N/A12/31/2022142,57840,187N/AN/AN/A9/30/2022126,75935,19721,35323,482N/A6/30/2022101,68825,453N/AN/AN/A3/31/202284,85718,46620,73922,707N/A12/31/202187,47318,594N/AN/AN/A9/30/202160,8588,91710,10412,067N/A6/30/202151,1013,434N/AN/AN/A3/31/202158,1295,7499,01610,563N/A12/31/202057,6784,204N/AN/AN/A9/30/202070,25512,26918,38520,569N/A6/30/202085,02516,397N/AN/AN/A3/31/202078,41613,04516,03318,971N/A12/31/201994,95517,517N/AN/AN/A9/30/201992,28112,663N/A15,153N/A6/30/201985,38811,831N/AN/AN/A3/31/201988,55813,384N/A16,828N/A12/31/201895,36415,644N/AN/AN/A9/30/201894,76711,863N/A21,778N/A6/30/201889,6338,177N/AN/AN/A3/31/201886,2205,550N/A15,962N/A12/31/201759,920-2,922N/AN/AN/A9/30/201770,857-29N/A5,862N/A6/30/201783,1922,520N/AN/AN/A3/31/201781,4551,777N/A8,549N/A12/31/2016105,4103,997N/AN/AN/A9/30/201694,303378N/A16,952N/A6/30/2016110,5544,293N/AN/AN/A3/31/2016137,13010,485N/A17,303N/A12/31/2015132,52111,637N/AN/AN/A9/30/2015184,38321,394N/A29,594N/A6/30/2015161,83814,015N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 6417の予測収益成長率 (年間5% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 6417の収益 ( 5% ) JP市場 ( 8.9% ) よりも低い成長が予測されています。高成長収益: 6417の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 6417の収益 ( 6.9% ) JP市場 ( 5.2% ) よりも速いペースで成長すると予測されています。高い収益成長: 6417の収益 ( 6.9% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 6417の 自己資本利益率 は、3年後には低くなると予測されています ( 17.6 %)。成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 12:43終値2026/05/21 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Sankyo Co., Ltd. 3 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。13 アナリスト機関Yuki OkishioBarclaysMasatoshi KikuchiBofA Global ResearchSoichiro FukudaCitigroup Inc10 その他のアナリストを表示
Price Target Changed • Sep 12Price target increased by 10% to JP¥2,795Up from JP¥2,533, the current price target is an average from 4 analysts. New target price is 6.5% below last closing price of JP¥2,988. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥216 for next year compared to JP¥246 last year.
お知らせ • Feb 04+ 1 more updateSankyo Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Sankyo Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company now expects net sales of JPY 190,000 million as compared to previous guidance of JPY 180,000 million, operating income of JPY 71,000 million as compared to previous guidance of JPY 61,000 million, profit attributable to owners of parent of JPY 51,500 million as compared to previous guidance of JPY 42,000 million and net income per share of JPY 234.58 per share as compared to previous guidance of JPY 191.48 per share. Reasons for the revision: With regard to the pachinko machines business, viewing the enhancement of gaming performance of Smart Pachinko machines as a good sales opportunity, the Group has launched an aggressive marketing campaign since the third quarter, with a lineup centering on Smart Pachinko machines, and sales volume increased strongly. However, considering factors such as compliance with format inspection and the competitive landscape, the Group decided to postpone the introduction of one new title, which was originally scheduled for introduction in the current fiscal year, to the next fiscal year. Consequently, the sales volume of pachinko machines is expected to be 223,000 units whereas the initial plan was 247,000 units. On the other hand, with regard to the pachislot machines business, the Group's Smart Pachislot machines have enjoyed their popularity ever since their launch. As we responded to the need for the manufacture of additional units of multiple tiles and sales of new titles have been strong, the sales volume of pachislot machines is expected to be 131,000 units, exceeding the initial plan of 119,000 units. As a result, while the total sales volumes of pachinko and pachislot machines are expected to be largely in accordance with the plan, unit sales prices were robust, especially for major pachinko titles and the pachislot titles for which additional units were manufactured. Moreover, in the ball bearing supply systems business, triggered by the response to new money bills and the diffusion of Smart Pachinko and Pachislot machines, demand for equipment renewal at parlors was brisk. As a result, net sales and profit items are expected to exceed the previous forecasts as mentioned above.
Price Target Changed • Nov 16Price target increased by 11% to JP¥2,395Up from JP¥2,167, the current price target is an average from 4 analysts. New target price is 13% above last closing price of JP¥2,128. Stock is up 75% over the past year. The company is forecast to post earnings per share of JP¥226 for next year compared to JP¥204 last year.
お知らせ • Sep 19Sankyo Co., Ltd. Provides Earnings Guidance for the First Six Months of the Fiscal Year Ending March 31, 2025Sankyo Co., Ltd. provided earnings guidance for the first six months of the fiscal year ending March 31, 2025. For the six months, the company expected net sales of JPY 90,000 million, Operating income of JPY 35,000 million, Profit attributable to owners of parent of JPY 25,000 million and Net income per share of JPY 113.91 per share.
Price Target Changed • Aug 10Price target increased by 8.5% to JP¥2,038Up from JP¥1,878, the current price target is an average from 4 analysts. New target price is 17% above last closing price of JP¥1,737. Stock is up 39% over the past year. The company is forecast to post earnings per share of JP¥231 for next year compared to JP¥204 last year.
Major Estimate Revision • Dec 14Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥892 to JP¥986. Revenue forecast steady at JP¥195.9b. Net income forecast to shrink 14% next year vs 6.7% growth forecast for Leisure industry in Japan . Consensus price target up from JP¥7,325 to JP¥8,850. Share price rose 12% to JP¥7,615 over the past week.
分析記事 • 15hSankyo's (TSE:6417) Sluggish Earnings Might Be Just The Beginning Of Its ProblemsThe subdued market reaction suggests that Sankyo Co., Ltd.'s ( TSE:6417 ) recent earnings didn't contain any surprises...
Reported Earnings • May 14Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥228 (down from JP¥246 in FY 2025). Revenue: JP¥179.2b (down 6.6% from FY 2025). Net income: JP¥46.8b (down 13% from FY 2025). Profit margin: 26% (down from 28% in FY 2025). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 6.4%. Earnings per share (EPS) also missed analyst estimates by 8.1%. Revenue is forecast to grow 6.9% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Leisure industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 12% per year.
お知らせ • May 13Sankyo Co., Ltd., Annual General Meeting, Jun 26, 2026Sankyo Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • Apr 06Sankyo Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Sankyo Co., Ltd. announced that they will report fiscal year 2026 results at 11:30 AM, Tokyo Standard Time on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥83.33 (vs JP¥87.76 in 3Q 2025)Third quarter 2026 results: EPS: JP¥83.33 (down from JP¥87.76 in 3Q 2025). Revenue: JP¥61.4b (down 2.5% from 3Q 2025). Net income: JP¥16.6b (down 14% from 3Q 2025). Profit margin: 27% (down from 31% in 3Q 2025). The decrease in margin was primarily driven by lower revenue. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 4.6%. 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 30% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 01Returns On Capital Are A Standout For Sankyo (TSE:6417)To find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
分析記事 • Jan 14Investors Don't See Light At End Of Sankyo Co., Ltd.'s (TSE:6417) TunnelWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Sankyo...
お知らせ • Jan 07Sankyo Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Sankyo Co., Ltd. announced that they will report Q3, 2026 results During-Market on Feb 05, 2026
分析記事 • Dec 19Here's Why Sankyo (TSE:6417) Has Caught The Eye Of InvestorsInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
Declared Dividend • Dec 02First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.4%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (40% earnings payout ratio) and cash flows (51% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 16% over the next 3 years. However, it would need to fall by 55% to increase the payout ratio to a potentially unsustainable range.
分析記事 • Nov 13Sankyo's (TSE:6417) Solid Earnings May Rest On Weak FoundationsSankyo Co., Ltd.'s ( TSE:6417 ) robust recent earnings didn't do much to move the stock. We believe that shareholders...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥54.67 (vs JP¥62.53 in 2Q 2025)Second quarter 2026 results: EPS: JP¥54.67 (down from JP¥62.53 in 2Q 2025). Revenue: JP¥45.2b (down 6.8% from 2Q 2025). Net income: JP¥11.3b (down 18% from 2Q 2025). Profit margin: 25% (down from 28% in 2Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.5% growth forecast for the Leisure industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Oct 29The Trend Of High Returns At Sankyo (TSE:6417) Has Us Very InterestedIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Oct 12Sankyo Co., Ltd.'s (TSE:6417) Shares Lagging The Market But So Is The BusinessWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Sankyo...
お知らせ • Oct 01Sankyo Co., Ltd. to Report Q2, 2026 Results on Nov 06, 2025Sankyo Co., Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025
分析記事 • Sep 21Sankyo (TSE:6417) Has Announced A Dividend Of ¥45.00Sankyo Co., Ltd.'s ( TSE:6417 ) investors are due to receive a payment of ¥45.00 per share on 2nd of December. This...
Price Target Changed • Sep 12Price target increased by 10% to JP¥2,795Up from JP¥2,533, the current price target is an average from 4 analysts. New target price is 6.5% below last closing price of JP¥2,988. Stock is up 42% over the past year. The company is forecast to post earnings per share of JP¥216 for next year compared to JP¥246 last year.
分析記事 • Sep 09Is There An Opportunity With Sankyo Co., Ltd.'s (TSE:6417) 43% Undervaluation?Key Insights The projected fair value for Sankyo is JP¥5,227 based on 2 Stage Free Cash Flow to Equity Sankyo is...
New Risk • Aug 10New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 5.3% 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 Risk Earnings are forecast to decline by an average of 5.3% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥80.36 (vs JP¥57.00 in 1Q 2025)First quarter 2026 results: EPS: JP¥80.36 (up from JP¥57.00 in 1Q 2025). Revenue: JP¥55.2b (up 31% from 1Q 2025). Net income: JP¥17.4b (up 40% from 1Q 2025). Profit margin: 32% (up from 30% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Leisure industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has increased by 54% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 24Returns On Capital Are A Standout For Sankyo (TSE:6417)If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
Declared Dividend • Jul 21Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.6%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (41% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 1.4% over the next 3 years. However, it would need to fall by 55% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Jul 13Sankyo Co., Ltd. to Report Q1, 2026 Results on Aug 07, 2025Sankyo Co., Ltd. announced that they will report Q1, 2026 results at 11:30 AM, Tokyo Standard Time on Aug 07, 2025
お知らせ • May 13Sankyo Co., Ltd. (TSE:6417) announces an Equity Buyback for 30,000,000 shares, representing 13.66% for ¥60,000 million.Sankyo Co., Ltd. (TSE:6417) announces a share repurchase program. Under the program, the company will repurchase up to 30,000,000 shares, representing 13.66% of its issued share capital (excluding treasury stock), for a total purchase price of ¥60,000 million. The purpose of the program is to improve capital efficiency, to implement a flexible capital policy in response to changes in the business environment, and to further return profits to shareholders. The program will be valid till March 31, 2026. As of March 31, 2025, the company had 219,608,929 issued shares (excluding treasury stock) and 40,391,071 treasury shares.
Reported Earnings • May 13Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥246 (up from JP¥204 in FY 2024). Revenue: JP¥191.8b (down 3.7% from FY 2024). Net income: JP¥54.0b (flat on FY 2024). Profit margin: 28% (up from 27% in FY 2024). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.3%. Revenue is forecast to stay flat during the next 3 years compared to a 4.3% growth forecast for the Leisure industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12+ 2 more updatesSankyo Co., Ltd., Annual General Meeting, Jun 27, 2025Sankyo Co., Ltd., Annual General Meeting, Jun 27, 2025.
分析記事 • May 07Earnings Working Against Sankyo Co., Ltd.'s (TSE:6417) Share PriceWith a price-to-earnings (or "P/E") ratio of 9.2x Sankyo Co., Ltd. ( TSE:6417 ) may be sending bullish signals at the...
分析記事 • Apr 15The Trend Of High Returns At Sankyo (TSE:6417) Has Us Very InterestedWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
お知らせ • Apr 09Sankyo Co., Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Sankyo Co., Ltd. announced that they will report fiscal year 2025 results on May 12, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
分析記事 • Feb 07Sankyo (TSE:6417) Is Increasing Its Dividend To ¥60.00Sankyo Co., Ltd. ( TSE:6417 ) has announced that it will be increasing its dividend from last year's comparable payment...
Reported Earnings • Feb 05Third quarter 2025 earnings released: EPS: JP¥87.76 (vs JP¥61.82 in 3Q 2024)Third quarter 2025 results: EPS: JP¥87.76 (up from JP¥61.82 in 3Q 2024). Revenue: JP¥63.0b (up 16% from 3Q 2024). Net income: JP¥19.3b (up 25% from 3Q 2024). Profit margin: 31% (up from 28% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is expected to decline by 1.5% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has increased by 52% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 04+ 1 more updateSankyo Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Sankyo Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company now expects net sales of JPY 190,000 million as compared to previous guidance of JPY 180,000 million, operating income of JPY 71,000 million as compared to previous guidance of JPY 61,000 million, profit attributable to owners of parent of JPY 51,500 million as compared to previous guidance of JPY 42,000 million and net income per share of JPY 234.58 per share as compared to previous guidance of JPY 191.48 per share. Reasons for the revision: With regard to the pachinko machines business, viewing the enhancement of gaming performance of Smart Pachinko machines as a good sales opportunity, the Group has launched an aggressive marketing campaign since the third quarter, with a lineup centering on Smart Pachinko machines, and sales volume increased strongly. However, considering factors such as compliance with format inspection and the competitive landscape, the Group decided to postpone the introduction of one new title, which was originally scheduled for introduction in the current fiscal year, to the next fiscal year. Consequently, the sales volume of pachinko machines is expected to be 223,000 units whereas the initial plan was 247,000 units. On the other hand, with regard to the pachislot machines business, the Group's Smart Pachislot machines have enjoyed their popularity ever since their launch. As we responded to the need for the manufacture of additional units of multiple tiles and sales of new titles have been strong, the sales volume of pachislot machines is expected to be 131,000 units, exceeding the initial plan of 119,000 units. As a result, while the total sales volumes of pachinko and pachislot machines are expected to be largely in accordance with the plan, unit sales prices were robust, especially for major pachinko titles and the pachislot titles for which additional units were manufactured. Moreover, in the ball bearing supply systems business, triggered by the response to new money bills and the diffusion of Smart Pachinko and Pachislot machines, demand for equipment renewal at parlors was brisk. As a result, net sales and profit items are expected to exceed the previous forecasts as mentioned above.
お知らせ • Jan 10Sankyo Co., Ltd. to Report Q3, 2025 Results on Feb 04, 2025Sankyo Co., Ltd. announced that they will report Q3, 2025 results at 11:30 AM, Tokyo Standard Time on Feb 04, 2025
分析記事 • Dec 03Sankyo Co., Ltd.'s (TSE:6417) Share Price Is Matching Sentiment Around Its EarningsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Sankyo...
Declared Dividend • Dec 03First half dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 3.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 6.0% over the next 3 years. However, it would need to fall by 73% to increase the payout ratio to a potentially unsustainable range.
Price Target Changed • Nov 16Price target increased by 11% to JP¥2,395Up from JP¥2,167, the current price target is an average from 4 analysts. New target price is 13% above last closing price of JP¥2,128. Stock is up 75% over the past year. The company is forecast to post earnings per share of JP¥226 for next year compared to JP¥204 last year.
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥62.53 (vs JP¥64.66 in 2Q 2024)Second quarter 2025 results: EPS: JP¥62.53 (down from JP¥64.66 in 2Q 2024). Revenue: JP¥48.5b (down 26% from 2Q 2024). Net income: JP¥13.7b (down 27% from 2Q 2024). Profit margin: 28% (in line with 2Q 2024). Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Leisure industry in Japan. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has increased by 51% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Nov 07New 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 5.8% 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: Major Risk Earnings are forecast to decline by an average of 7.7% per year for the foreseeable future. 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 (5.8% average weekly change).
お知らせ • Oct 04Sankyo Co., Ltd. to Report Q2, 2025 Results on Nov 07, 2024Sankyo Co., Ltd. announced that they will report Q2, 2025 results at 11:30 AM, Tokyo Standard Time on Nov 07, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥40.00 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: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.5%).
お知らせ • Sep 19Sankyo Co., Ltd. Provides Earnings Guidance for the First Six Months of the Fiscal Year Ending March 31, 2025Sankyo Co., Ltd. provided earnings guidance for the first six months of the fiscal year ending March 31, 2025. For the six months, the company expected net sales of JPY 90,000 million, Operating income of JPY 35,000 million, Profit attributable to owners of parent of JPY 25,000 million and Net income per share of JPY 113.91 per share.
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥57.00 (vs JP¥48.48 in 1Q 2024)First quarter 2025 results: EPS: JP¥57.00. Revenue: JP¥42.2b (down 17% from 1Q 2024). Net income: JP¥12.5b (down 11% from 1Q 2024). Profit margin: 30% (up from 28% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 5.6%.
Price Target Changed • Aug 10Price target increased by 8.5% to JP¥2,038Up from JP¥1,878, the current price target is an average from 4 analysts. New target price is 17% above last closing price of JP¥1,737. Stock is up 39% over the past year. The company is forecast to post earnings per share of JP¥231 for next year compared to JP¥204 last year.
分析記事 • Aug 05Sankyo Co., Ltd.'s (TSE:6417) 26% Dip In Price Shows Sentiment Is Matching EarningsSankyo Co., Ltd. ( TSE:6417 ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,359, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 11x in the Leisure industry in Japan. Total returns to shareholders of 173% over the past three years.
Declared Dividend • Jul 17Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 5.1%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (24% earnings payout ratio) and cash flows (49% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 16% over the next 3 years. However, it would need to fall by 74% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Jul 05Sankyo Co., Ltd. to Report Q1, 2025 Results on Aug 07, 2024Sankyo Co., Ltd. announced that they will report Q1, 2025 results at 3:00 PM, Tokyo Standard Time on Aug 07, 2024
分析記事 • Jun 08If EPS Growth Is Important To You, Sankyo (TSE:6417) Presents An OpportunityFor beginners, it can seem like a good idea (and an exciting prospect) to buy a company that tells a good story to...
分析記事 • May 21Sankyo's (TSE:6417) Shareholders May Want To Dig Deeper Than Statutory ProfitSankyo Co., Ltd.'s ( TSE:6417 ) healthy profit numbers didn't contain any surprises for investors. We think this is due...
Reported Earnings • May 11Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥204 (up from JP¥162 in FY 2023). Revenue: JP¥199.1b (up 27% from FY 2023). Net income: JP¥53.8b (up 15% from FY 2023). Profit margin: 27% (down from 30% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.6%. Revenue is expected to decline by 4.6% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 5.0%. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 43% per year, which means it is significantly lagging earnings growth.
お知らせ • May 10+ 1 more updateSankyo Co., Ltd. sDividend for the Year Ending March 31, 2024, Payable on June 28, 2024; Provides Earnings Guidance for the Year Ended March 31, 2025Sankyo Co., Ltd. announced dividend of JPY 50.00 per share for the year ending March 31, 2024 against JPY 90.00 per share paid for the same period a year ago. Planned Date for Start of Dividend Payment: June 28, 2024.The company provided earnings guidance for the year ended March 31, 2025. For the year, the company expects dividend of JPY 80.00 per share.
分析記事 • Apr 30Why We Like The Returns At Sankyo (TSE:6417)What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
お知らせ • Apr 09Sankyo Co., Ltd. to Report Fiscal Year 2024 Results on May 09, 2024Sankyo Co., Ltd. announced that they will report fiscal year 2024 results at 3:00 PM, Tokyo Standard Time on May 09, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 5.9%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.8%).
分析記事 • Feb 27Sankyo (TSE:6417) Has Announced That It Will Be Increasing Its Dividend To ¥250.00Sankyo Co., Ltd. ( TSE:6417 ) has announced that it will be increasing its dividend from last year's comparable payment...
Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥309 (vs JP¥299 in 3Q 2023)Third quarter 2024 results: EPS: JP¥309. Revenue: JP¥54.4b (down 6.4% from 3Q 2023). Net income: JP¥15.5b (down 11% from 3Q 2023). Profit margin: 28% (down from 30% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is expected to decline by 6.5% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 3.4%.
お知らせ • Feb 07+ 2 more updatesSANKYO Co., Ltd. Revises Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2024SANKYO Co., Ltd. revised year-end dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay year-end dividend of JPY 50.00 per share (pre-split conversion of JPY 250.00 per share)against JPY 90.00 per share paid for the same period a year ago. The year-end dividend for the fiscal year ending March 31, 2024, whose record date is March 31, 2024, will be based on the number of shares after the share split, whose record date is February 29, 2024.
お知らせ • Jan 10Sankyo Co., Ltd. to Report Nine Months, 2024 Results on Feb 07, 2024Sankyo Co., Ltd. announced that they will report nine months, 2024 results on Feb 07, 2024
Major Estimate Revision • Dec 14Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥892 to JP¥986. Revenue forecast steady at JP¥195.9b. Net income forecast to shrink 14% next year vs 6.7% growth forecast for Leisure industry in Japan . Consensus price target up from JP¥7,325 to JP¥8,850. Share price rose 12% to JP¥7,615 over the past week.
Price Target Changed • Dec 13Price target increased by 16% to JP¥8,350Up from JP¥7,225, the current price target is an average from 4 analysts. New target price is 18% above last closing price of JP¥7,062. Stock is up 34% over the past year. The company is forecast to post earnings per share of JP¥964 for next year compared to JP¥808 last year.
Major Estimate Revision • Nov 20Consensus EPS estimates increase by 11%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥806 to JP¥892. Revenue forecast steady at JP¥194.9b. Net income forecast to shrink 15% next year vs 1.2% growth forecast for Leisure industry in Japan . Consensus price target broadly unchanged at JP¥7,325. Share price fell 5.0% to JP¥6,068 over the past week.
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥323 (vs JP¥230 in 2Q 2023)Second quarter 2024 results: EPS: JP¥323 (up from JP¥230 in 2Q 2023). Revenue: JP¥65.4b (up 55% from 2Q 2023). Net income: JP¥18.7b (up 40% from 2Q 2023). Profit margin: 29% (down from 32% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 5.8% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 4.6%. Over the last 3 years on average, earnings per share has increased by 76% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 20Sankyo Co., Ltd. to Report Q2, 2024 Results on Nov 07, 2023Sankyo Co., Ltd. announced that they will report Q2, 2024 results on Nov 07, 2023
お知らせ • Sep 23Sankyo Co., Ltd. (TSE:6417) announces an Equity Buyback for 10,000,000 shares, representing 17.21% for ¥65,730 million.Sankyo Co., Ltd. (TSE:6417) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 17.21% of its share capital, for ¥65,730 million. The purpose of the repurchase program is to repurchase its own shares in order to enhance capital efficiency, implement a flexible capital policy in response to the changing business environment, and return profits to shareholders. The share repurchase program will run until September 22, 2023. As of August 31, 2023, the company had 58,092,708 shares outstanding excluding treasury shares and had 8,246,392 shares in treasury.
お知らせ • Sep 22+ 2 more updatesSankyo Co., Ltd. Provides Earnings Guidance for the First Six Months of the Fiscal Year Ending March 31, 2024Sankyo Co., Ltd. provided earnings guidance for the first six months of the fiscal year ending March 31, 2024. For the six months, the company expected net sales of JPY 114,000 million, Operating income of JPY 43,500 million, Profit attributable to owners of parent of JPY 31,000 million or JPY 533.65 per share.
Valuation Update With 7 Day Price Move • Sep 22Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥7,573, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 14x in the Leisure industry in Japan. Total returns to shareholders of 194% over the past three years.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥75.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.4%).
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥242 (vs JP¥137 in 1Q 2023)First quarter 2024 results: EPS: JP¥242 (up from JP¥137 in 1Q 2023). Revenue: JP¥50.8b (up 83% from 1Q 2023). Net income: JP¥14.1b (up 78% from 1Q 2023). Profit margin: 28% (in line with 1Q 2023). Revenue is expected to decline by 2.7% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 4.0%. Over the last 3 years on average, earnings per share has increased by 70% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 06Sankyo Co., Ltd. to Report Q1, 2024 Results on Aug 07, 2023Sankyo Co., Ltd. announced that they will report Q1, 2024 results on Aug 07, 2023
Price Target Changed • May 30Price target increased by 7.4% to JP¥6,525Up from JP¥6,075, the current price target is an average from 4 analysts. New target price is 17% above last closing price of JP¥5,570. Stock is up 30% over the past year. The company is forecast to post earnings per share of JP¥774 for next year compared to JP¥808 last year.
Reported Earnings • May 14Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥808 (up from JP¥305 in FY 2022). Revenue: JP¥157.3b (up 85% from FY 2022). Net income: JP¥46.9b (up 154% from FY 2022). Profit margin: 30% (up from 22% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) also surpassed analyst estimates by 8.0%. Revenue is expected to decline by 3.5% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 5.1%. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12+ 2 more updatesSankyo Co., Ltd. Announces Earnings Forecast for the Year Ending March 31, 2024Sankyo Co., Ltd. announced earnings forecast for the year ending March 31, 2024. For the year the company expects the Net sales of JPY 175,000 millions. Operating income of JPY 59,500 millions. Profit attributable to owners of parent of JPY 41,500 millions. Net income per share of JPY 714.43.
お知らせ • May 11Sankyo Co., Ltd., Annual General Meeting, Jun 29, 2023Sankyo Co., Ltd., Annual General Meeting, Jun 29, 2023. Agenda: Annual General Meeting.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥90.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.4%).
Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥299 (vs JP¥204 in 3Q 2022)Third quarter 2023 results: EPS: JP¥299 (up from JP¥204 in 3Q 2022). Revenue: JP¥58.1b (up 37% from 3Q 2022). Net income: JP¥17.4b (up 40% from 3Q 2022). Profit margin: 30% (in line with 3Q 2022). Revenue is expected to decline by 2.2% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 4.2%. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 08+ 2 more updatesSankyo Co., Ltd. Announces Executive Changes, Effective on April 1, 2023Sankyo Co., Ltd. announced that Yoko Igarashi appointed as Standing Statutory Auditor from his Current Position of Senior Executive Operating Officer, Supervising Administration Division, Manufacturing Division & Business Planning Department. Takeshi Busujima appointed as Operating Officer, Head of Information Technology Systems Division, effective April 1, 2023, from his current position of General Manager of Information Technology Systems Department; Administration Division. Takashi Haneji appointed as Operating Officer General Manager of Purchasing Department; Product Management Division, effective April 1, 2023, from his current position of General Manager of Purchasing Department; Product Management Division. Yuhei Kubota appointed as Deputy Head of Information Technology Systems, Division & General Manager of Information Technology, Systems Department, effective April 1, 2023, from his current position of Deputy General Manager of Information Technology, Systems Department; Administration Division.
お知らせ • Jan 24Sankyo Co., Ltd. to Report Q3, 2023 Results on Feb 08, 2023Sankyo Co., Ltd. announced that they will report Q3, 2023 results on Feb 08, 2023
Price Target Changed • Dec 01Price target increased to JP¥5,400Up from JP¥4,667, the current price target is an average from 3 analysts. New target price is approximately in line with last closing price of JP¥5,310. Stock is up 76% over the past year. The company is forecast to post earnings per share of JP¥532 for next year compared to JP¥305 last year.
Major Estimate Revision • Nov 25Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥104.6b to JP¥115.3b. EPS estimate fell from JP¥369 to JP¥360. Net income forecast to shrink 33% next year vs 4.1% decline forecast for Leisure industry in Japan. Consensus price target up from JP¥4,667 to JP¥4,867. Share price rose 12% to JP¥5,290 over the past week.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 6 highly experienced directors. 2 independent directors (3 non-independent directors). Independent Outside Director Hiroyuki Yamasaki was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥230 (vs JP¥59.23 in 2Q 2022)Second quarter 2023 results: EPS: JP¥230 (up from JP¥59.23 in 2Q 2022). Revenue: JP¥42.2b (up 146% from 2Q 2022). Net income: JP¥13.4b (up 268% from 2Q 2022). Profit margin: 32% (up from 21% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is expected to decline by 10% p.a. on average during the next 3 years, while revenues in the Leisure industry in Japan are expected to grow by 4.3%. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Oct 12Now 20% undervaluedOver the last 90 days, the stock is up 7.9%. The fair value is estimated to be JP¥5,651, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 2.9% over the last 3 years. Earnings per share has grown by 24%. For the next 3 years, revenue is forecast to decline by 6.9% per annum. Earnings is also forecast to decline by 20% per annum over the same time period.
Major Estimate Revision • Sep 30Consensus EPS estimates increase by 13%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥96.3b to JP¥101.8b. EPS estimate increased from JP¥314 to JP¥353 per share. Net income forecast to shrink 20% next year vs 7.1% decline forecast for Leisure industry in Japan. Consensus price target of JP¥4,750 unchanged from last update. Share price rose 8.1% to JP¥4,385 over the past week.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.2%).
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥137 (vs JP¥15.42 in 1Q 2022)First quarter 2023 results: EPS: JP¥137 (up from JP¥15.42 in 1Q 2022). Revenue: JP¥27.8b (up 154% from 1Q 2022). Net income: JP¥7.93b (up JP¥6.99b from 1Q 2022). Profit margin: 29% (up from 8.6% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 4.3% compared to a 5.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.