Kato Sangyo（9869）株式概要加藤産業株式会社は、日本および海外で総合食品卸売業を営んでいる。 詳細9869 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長0/6過去の実績4/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より72.7%で取引されている 過去1年間で収益は6%増加しました 2.72%の安定した配当金を支払う リスク分析リスクチェックの結果、9869 、リスクは検出されなかった。すべてのリスクチェックを見る9869 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¥5.88k2.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01t2016201920222025202620282031Revenue JP¥1.4tEarnings JP¥16.9bAdvancedSet Fair ValueView all narrativesKato Sangyo Co., Ltd. 競合他社YokoreiLtdSymbol: TSE:2874Market cap: JP¥116.2bShoei FoodsSymbol: TSE:8079Market cap: JP¥67.7bTohoSymbol: TSE:8142Market cap: JP¥43.0bLacto JapanSymbol: TSE:3139Market cap: JP¥32.3b価格と性能株価の高値、安値、推移の概要Kato Sangyo過去の株価現在の株価JP¥5,880.0052週高値JP¥7,080.0052週安値JP¥5,440.00ベータ-0.0141ヶ月の変化1.38%3ヶ月変化-12.63%1年変化6.52%3年間の変化49.05%5年間の変化73.96%IPOからの変化339.44%最新ニュースお知らせ • 22hKato Sangyo Co., Ltd. to Report Q3, 2026 Results on Aug 07, 2026Kato Sangyo Co., Ltd. announced that they will report Q3, 2026 results on Aug 07, 2026Declared Dividend • Jun 03First half dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 29th September 2026 Payment date: 22nd December 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (14% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • May 24Concerns Surrounding Kato Sangyo's (TSE:9869) PerformanceKato Sangyo Co., Ltd.'s ( TSE:9869 ) healthy profit numbers didn't contain any surprises for investors. However the...Reported Earnings • May 12Second quarter 2026 earnings released: EPS: JP¥147 (vs JP¥104 in 2Q 2025)Second quarter 2026 results: EPS: JP¥147 (up from JP¥104 in 2Q 2025). Revenue: JP¥302.7b (up 2.9% from 2Q 2025). Net income: JP¥4.47b (up 38% from 2Q 2025). Profit margin: 1.5% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.お知らせ • May 09Kato Sangyo Co., Ltd. to Report Q2, 2026 Results on May 11, 2026Kato Sangyo Co., Ltd. announced that they will report Q2, 2026 results on May 11, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 32% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).最新情報をもっと見るRecent updatesお知らせ • 22hKato Sangyo Co., Ltd. to Report Q3, 2026 Results on Aug 07, 2026Kato Sangyo Co., Ltd. announced that they will report Q3, 2026 results on Aug 07, 2026Declared Dividend • Jun 03First half dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 29th September 2026 Payment date: 22nd December 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (14% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • May 24Concerns Surrounding Kato Sangyo's (TSE:9869) PerformanceKato Sangyo Co., Ltd.'s ( TSE:9869 ) healthy profit numbers didn't contain any surprises for investors. However the...Reported Earnings • May 12Second quarter 2026 earnings released: EPS: JP¥147 (vs JP¥104 in 2Q 2025)Second quarter 2026 results: EPS: JP¥147 (up from JP¥104 in 2Q 2025). Revenue: JP¥302.7b (up 2.9% from 2Q 2025). Net income: JP¥4.47b (up 38% from 2Q 2025). Profit margin: 1.5% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.お知らせ • May 09Kato Sangyo Co., Ltd. to Report Q2, 2026 Results on May 11, 2026Kato Sangyo Co., Ltd. announced that they will report Q2, 2026 results on May 11, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 32% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 07First quarter 2026 earnings released: EPS: JP¥145 (vs JP¥129 in 1Q 2025)First quarter 2026 results: EPS: JP¥145 (up from JP¥129 in 1Q 2025). Revenue: JP¥324.2b (up 2.5% from 1Q 2025). Net income: JP¥4.45b (up 11% from 1Q 2025). Profit margin: 1.4% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. 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 • Jan 29Market Participants Recognise Kato Sangyo Co., Ltd.'s (TSE:9869) EarningsIt's not a stretch to say that Kato Sangyo Co., Ltd.'s ( TSE:9869 ) price-to-earnings (or "P/E") ratio of 14.9x right...分析記事 • Jan 08Kato Sangyo's (TSE:9869) Upcoming Dividend Will Be Larger Than Last Year'sKato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥80.00...Declared Dividend • Jan 08Final dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 30th March 2026 Payment date: 3rd June 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Dec 25Full year 2025 earnings released: EPS: JP¥426 (vs JP¥453 in FY 2024)Full year 2025 results: EPS: JP¥426 (down from JP¥453 in FY 2024). Revenue: JP¥1.21t (up 3.8% from FY 2024). Net income: JP¥13.2b (down 8.5% from FY 2024). Profit margin: 1.1% (down from 1.2% in FY 2024). The decrease in margin was driven by higher expenses. 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 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 23Kato Sangyo Co., Ltd. to Report Q1, 2026 Results on Feb 06, 2026Kato Sangyo Co., Ltd. announced that they will report Q1, 2026 results on Feb 06, 2026分析記事 • Nov 23Weak Statutory Earnings May Not Tell The Whole Story For Kato Sangyo (TSE:9869)The subdued market reaction suggests that Kato Sangyo Co., Ltd.'s ( TSE:9869 ) recent earnings didn't contain any...Reported Earnings • Nov 13Full year 2025 earnings released: EPS: JP¥426 (vs JP¥453 in FY 2024)Full year 2025 results: EPS: JP¥426 (down from JP¥453 in FY 2024). Revenue: JP¥1.21t (up 3.8% from FY 2024). Net income: JP¥13.2b (down 8.5% from FY 2024). Profit margin: 1.1% (down from 1.2% in FY 2024). The decrease in margin was driven by higher expenses. 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 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 11Kato Sangyo Co., Ltd., Annual General Meeting, Dec 19, 2025Kato Sangyo Co., Ltd., Annual General Meeting, Dec 19, 2025.分析記事 • Sep 25Kato Sangyo (TSE:9869) Has Announced A Dividend Of ¥70.00Kato Sangyo Co., Ltd. ( TSE:9869 ) has announced that it will pay a dividend of ¥70.00 per share on the 23rd of...お知らせ • Sep 25Kato Sangyo Co., Ltd. to Report Fiscal Year 2025 Results on Nov 11, 2025Kato Sangyo Co., Ltd. announced that they will report fiscal year 2025 results on Nov 11, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 23 December 2025. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 09Third quarter 2025 earnings released: EPS: JP¥101 (vs JP¥96.37 in 3Q 2024)Third quarter 2025 results: EPS: JP¥101 (up from JP¥96.37 in 3Q 2024). Revenue: JP¥298.5b (up 4.4% from 3Q 2024). Net income: JP¥3.13b (up 3.9% from 3Q 2024). Profit margin: 1.0% (in line with 3Q 2024). 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 19% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 17Kato Sangyo (TSE:9869) Has Announced A Dividend Of ¥70.00Kato Sangyo Co., Ltd. ( TSE:9869 ) has announced that it will pay a dividend of ¥70.00 per share on the 23rd of...分析記事 • Jun 25Kato Sangyo (TSE:9869) Will Pay A Dividend Of ¥70.00Kato Sangyo Co., Ltd.'s ( TSE:9869 ) investors are due to receive a payment of ¥70.00 per share on 23rd of December...お知らせ • Jun 24Kato Sangyo Co., Ltd. to Report Q3, 2025 Results on Aug 08, 2025Kato Sangyo Co., Ltd. announced that they will report Q3, 2025 results on Aug 08, 2025Declared Dividend • Jun 04First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 29th September 2025 Payment date: 23rd December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • May 23We Think That There Are Some Issues For Kato Sangyo (TSE:9869) Beyond Its Promising EarningsThe market for Kato Sangyo Co., Ltd.'s ( TSE:9869 ) stock was strong after it released a healthy earnings report last...New Risk • May 13New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 103% Dividend yield: 2.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • May 10Second quarter 2025 earnings released: EPS: JP¥104 (vs JP¥124 in 2Q 2024)Second quarter 2025 results: EPS: JP¥104 (down from JP¥124 in 2Q 2024). Revenue: JP¥294.1b (up 4.5% from 2Q 2024). Net income: JP¥3.25b (down 17% from 2Q 2024). Profit margin: 1.1% (down from 1.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 18% per year.お知らせ • May 10Kato Sangyo Co., Ltd. (TSE:9869) announces an Equity Buyback for 2,000,000 shares, representing 6.42% for ¥10,000 million.Kato Sangyo Co., Ltd. (TSE:9869) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 6.42% of its issued share capital for a total of ¥10,000 million. The purpose of the program is to improve capital efficiency and return profits to shareholders, as well as to implement flexible capital policies in response to changes in the business environment. The share repurchase program is valid until March 31, 2026. As of March 31, 2025, the company had 31,157,674 shares in issue (excluding treasury) and 3,842,326 shares in treasury.分析記事 • May 09We Ran A Stock Scan For Earnings Growth And Kato Sangyo (TSE:9869) Passed With EaseFor 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 • Apr 12Kato Sangyo (TSE:9869) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...分析記事 • Mar 25Kato Sangyo's (TSE:9869) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Kato Sangyo Co., Ltd. ( TSE:9869 ) has announced that it will be paying its dividend of ¥70.00 on the 4th...お知らせ • Mar 25Kato Sangyo Co., Ltd. to Report Q2, 2025 Results on May 09, 2025Kato Sangyo Co., Ltd. announced that they will report Q2, 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 04 June 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).分析記事 • Feb 12Kato Sangyo (TSE:9869) Is Increasing Its Dividend To ¥70.00Kato Sangyo Co., Ltd. ( TSE:9869 ) will increase its dividend from last year's comparable payment on the 4th of June to...お知らせ • Feb 12+ 1 more updateKato Sangyo Co., Ltd. Provides Second Quarter-End and Year-End Cash Dividend Guidance for the Fiscal Year Ending September 30, 2025Kato Sangyo Co., Ltd. provided second quarter-end and year-end cash dividend guidance for the fiscal year ending September 30, 2025. For the second quarter-end, the company expects to pay cash dividend of JPY 70.00 per share against JPY 55.00 per share paid for the same period a year ago. For the full year, the company expects to pay year-end cash dividend of JPY 70.00 per share against JPY 65.00 per share paid for the same period a year ago.Reported Earnings • Feb 08First quarter 2025 earnings released: EPS: JP¥129 (vs JP¥112 in 1Q 2024)First quarter 2025 results: EPS: JP¥129 (up from JP¥112 in 1Q 2024). Revenue: JP¥316.3b (up 4.6% from 1Q 2024). Net income: JP¥4.01b (up 6.4% from 1Q 2024). Profit margin: 1.3% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 20Kato Sangyo (TSE:9869) Will Pay A Larger Dividend Than Last Year At ¥70.00Kato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥70.00...分析記事 • Jan 06Kato Sangyo's (TSE:9869) Dividend Will Be Increased To ¥70.00The board of Kato Sangyo Co., Ltd. ( TSE:9869 ) has announced that it will be paying its dividend of ¥70.00 on the 4th...Declared Dividend • Jan 06Final dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 28th March 2025 Payment date: 4th June 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jan 03Kato Sangyo Co., Ltd. to Report Q1, 2025 Results on Feb 07, 2025Kato Sangyo Co., Ltd. announced that they will report Q1, 2025 results on Feb 07, 2025Reported Earnings • Dec 28Full year 2024 earnings released: EPS: JP¥453 (vs JP¥357 in FY 2023)Full year 2024 results: EPS: JP¥453 (up from JP¥357 in FY 2023). Revenue: JP¥1.17t (up 6.4% from FY 2023). Net income: JP¥14.5b (up 21% from FY 2023). Profit margin: 1.2% (up from 1.1% in FY 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.分析記事 • Nov 21We Think That There Are Issues Underlying Kato Sangyo's (TSE:9869) EarningsKato Sangyo Co., Ltd.'s ( TSE:9869 ) robust earnings report didn't manage to move the market for its stock. Our...Reported Earnings • Nov 09Full year 2024 earnings released: EPS: JP¥453 (vs JP¥357 in FY 2023)Full year 2024 results: EPS: JP¥453 (up from JP¥357 in FY 2023). Revenue: JP¥1.17t (up 6.4% from FY 2023). Net income: JP¥14.5b (up 21% from FY 2023). Profit margin: 1.2% (up from 1.1% in FY 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 08Kato Sangyo Co., Ltd., Annual General Meeting, Dec 20, 2024Kato Sangyo Co., Ltd., Annual General Meeting, Dec 20, 2024.分析記事 • Sep 25Kato Sangyo's (TSE:9869) Dividend Will Be Increased To ¥65.00Kato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥65.00...お知らせ • Sep 25Kato Sangyo Co., Ltd. to Report Fiscal Year 2024 Results on Nov 08, 2024Kato Sangyo Co., Ltd. announced that they will report fiscal year 2024 results on Nov 08, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 December 2024. Payout ratio is a comfortable 25% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).New Risk • Sep 01New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 123% Dividend yield: 3.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 13Third quarter 2024 earnings released: EPS: JP¥96.37 (vs JP¥93.83 in 3Q 2023)Third quarter 2024 results: EPS: JP¥96.37. Revenue: JP¥285.8b (up 5.9% from 3Q 2023). Net income: JP¥3.02b (down 4.4% from 3Q 2023). Profit margin: 1.1% (down from 1.2% in 3Q 2023). The decrease in margin was driven by higher expenses.分析記事 • Aug 09Kato Sangyo's (TSE:9869) Dividend Will Be Increased To ¥58.00The board of Kato Sangyo Co., Ltd. ( TSE:9869 ) has announced that it will be paying its dividend of ¥58.00 on the 25th...お知らせ • Aug 09+ 1 more updateKato Sangyo Co., Ltd. Announces Change in Its Shareholder Return (Dividend) PolicyKato Sangyo Co., Ltd. announced that its Board of Directors has resolved at a meeting held on August 9, 2024, to change its shareholder return (dividend) policy. It recognized that returning its profits to its shareholders is an important policy of management. Committed to a progressive dividend policy, it will pay a dividend that is stable and commensurate with business performance while improving earning capacity and enhancing financial structure. As a general rule, it will increase the dividend amount up to JPY 20 per share every year, with the aim of gradually raising the dividend payout ratio to 40%.) Reason for change The Company has long recognized the return of profits to shareholders as an important management policy and has paid stable dividends commensurate with business performance. After comprehensively reviewing the Company's future performance outlook and financial situation, the Company decided to revise its dividend policy in order to clarify the policy and further enhance shareholder returns by maintaining a policy to pay stable dividends and clearly stating the dividend payout ratio target.Buy Or Sell Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.7% to JP¥4,195. The fair value is estimated to be JP¥5,320, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 18%.分析記事 • Jul 22Kato Sangyo's (TSE:9869) Dividend Will Be Increased To ¥58.00Kato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥58.00...分析記事 • Jul 01Kato Sangyo's (TSE:9869) Shareholders Will Receive A Bigger Dividend Than Last YearKato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥58.00...お知らせ • Jun 26Kato Sangyo Co., Ltd. to Report Q3, 2024 Results on Aug 09, 2024Kato Sangyo Co., Ltd. announced that they will report Q3, 2024 results on Aug 09, 2024分析記事 • Jun 17Kato Sangyo (TSE:9869) Has Announced That It Will Be Increasing Its Dividend To ¥58.00Kato Sangyo Co., Ltd. ( TSE:9869 ) has announced that it will be increasing its dividend from last year's comparable...分析記事 • May 27Kato Sangyo (TSE:9869) Is Paying Out A Larger Dividend Than Last YearKato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥58.00...分析記事 • May 22Concerns Surrounding Kato Sangyo's (TSE:9869) PerformanceThe recent earnings posted by Kato Sangyo Co., Ltd. ( TSE:9869 ) were solid, but the stock didn't move as much as we...お知らせ • May 17H2O Retailing Corporation (TSE:8242) agreed to acquire remaining 35.11% stake in Kansai Food Market Ltd. (TSE:9919) from a group of shareholders for ¥36.7 billion.H2O Retailing Corporation (TSE:8242) agreed to acquire remaining 35.11% stake in Kansai Food Market Ltd. (TSE:9919) from a group of shareholders for ¥36.7 billion on May 15, 2023. As consideration, H2O will issue approximately 20 million shares. H2O Retailing holds 37 million shares equating to 64.89% stake of Kansai Food. In the Share Exchange Agreement, the parties have agreed that a special dividend of ¥100 per share of Kansai Food Market Stock will be paid to shareholders of Kansai Food Market Stock registered or recorded in the final shareholder registry on the day preceding the effective date of the Share Exchange, on condition that the Share Exchange Agreement is approved at Kansai Food Market’s annual general meeting of shareholders scheduled for June 20, 2024. The Special Committee recommends that Kansai Food Market’s Board of Directors implement the Share Exchange. The transaction is expected to close on July 31 2024. H2O Retailing appointed SMBC Nikko Securities Inc. as its financial advisor and third-party valuation institution and Nishimura & Asahi LPC as its legal advisor. Kansai Food Market appointed Nomura Securities Co., Ltd. as its financial advisor and third party valuation institution and Mori Hamada & Matsumoto as its legal advisor. The Special Committee appointed Kawakita Certified Public Accountants Office as the committee’s own financial advisor and third-party valuation institution. The Special Committee also approved the appointment of EY Strategy and Consulting Co., Ltd. (“EY Strategy and Consulting”) and Ernst & Young Tax Co. as Kansai Food Market’s advisors for financial due diligence, tax due diligence, etc.分析記事 • May 13Kato Sangyo's (TSE:9869) Dividend Will Be Increased To ¥58.00The board of Kato Sangyo Co., Ltd. ( TSE:9869 ) has announced that it will be paying its dividend of ¥58.00 on the 25th...Reported Earnings • May 12Second quarter 2024 earnings released: EPS: JP¥124 (vs JP¥90.71 in 2Q 2023)Second quarter 2024 results: EPS: JP¥124 (up from JP¥90.71 in 2Q 2023). Revenue: JP¥281.4b (up 8.3% from 2Q 2023). Net income: JP¥3.90b (up 28% from 2Q 2023). Profit margin: 1.4% (up from 1.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Apr 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.1% to JP¥4,505. The fair value is estimated to be JP¥5,660, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 17%.分析記事 • Mar 22Kato Sangyo's (TSE:9869) Upcoming Dividend Will Be Larger Than Last Year'sKato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥55.00...お知らせ • Mar 21Kato Sangyo Co., Ltd. to Report Q2, 2024 Results on May 10, 2024Kato Sangyo Co., Ltd. announced that they will report Q2, 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).分析記事 • Feb 27Kato Sangyo's (TSE:9869) Dividend Will Be Increased To ¥55.00Kato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥55.00...お知らせ • Feb 15+ 1 more updateKato Sangyo Co., Ltd. Provides Second Quarter-End and Year-End Dividend Guidance for the Fiscal Year Ending September 30, 2024Kato Sangyo Co., Ltd. provided second quarter-end and year-end dividend guidance for the fiscal year ending September 30, 2024. For the second quarter-end, the company expects to pay dividend of JPY 55.00 per share against JPY 47.00 per share paid for the same period a year ago.For the full year, the company expects to pay year-end dividend of JPY 58.00 per share against JPY 50.00 per share paid for the same period a year ago.Reported Earnings • Feb 14First quarter 2024 earnings released: EPS: JP¥112 (vs JP¥100 in 1Q 2023)First quarter 2024 results: EPS: JP¥112 (up from JP¥100 in 1Q 2023). Revenue: JP¥302.4b (up 6.2% from 1Q 2023). Net income: JP¥3.77b (up 12% from 1Q 2023). Profit margin: 1.2% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Jan 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to JP¥4,800. The fair value is estimated to be JP¥3,990, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%.Reported Earnings • Dec 28Full year 2023 earnings released: EPS: JP¥357 (vs JP¥330 in FY 2022)Full year 2023 results: EPS: JP¥357 (up from JP¥330 in FY 2022). Revenue: JP¥1.10t (up 6.2% from FY 2022). Net income: JP¥12.0b (up 6.4% from FY 2022). Profit margin: 1.1% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 24Kato Sangyo Co., Ltd. to Report Q1, 2024 Results on Feb 13, 2024Kato Sangyo Co., Ltd. announced that they will report Q1, 2024 results on Feb 13, 2024お知らせ • Nov 13Kato Sangyo Co., Ltd., Annual General Meeting, Dec 22, 2023Kato Sangyo Co., Ltd., Annual General Meeting, Dec 22, 2023.Reported Earnings • Nov 11Full year 2023 earnings released: EPS: JP¥357 (vs JP¥330 in FY 2022)Full year 2023 results: EPS: JP¥357 (up from JP¥330 in FY 2022). Revenue: JP¥1.10t (up 6.2% from FY 2022). Net income: JP¥12.0b (up 6.4% from FY 2022). Profit margin: 1.1% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 24Kato Sangyo Co., Ltd. to Report Fiscal Year 2023 Results on Nov 10, 2023Kato Sangyo Co., Ltd. announced that they will report fiscal year 2023 results on Nov 10, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 26 December 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 12Third quarter 2023 earnings released: EPS: JP¥93.83 (vs JP¥109 in 3Q 2022)Third quarter 2023 results: EPS: JP¥93.83 (down from JP¥109 in 3Q 2022). Revenue: JP¥269.8b (up 6.7% from 3Q 2022). Net income: JP¥3.16b (down 14% from 3Q 2022). Profit margin: 1.2% (down from 1.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 26Kato Sangyo Co., Ltd. to Report Q3, 2023 Results on Aug 10, 2023Kato Sangyo Co., Ltd. announced that they will report Q3, 2023 results on Aug 10, 2023Reported Earnings • May 17Second quarter 2023 earnings released: EPS: JP¥90.71 (vs JP¥70.65 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.71 (up from JP¥70.65 in 2Q 2022). Revenue: JP¥259.8b (up 3.3% from 2Q 2022). Net income: JP¥3.05b (up 25% from 2Q 2022). Profit margin: 1.2% (up from 1.0% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥43.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Reported Earnings • Feb 12First quarter 2023 earnings released: EPS: JP¥100 (vs JP¥81.10 in 1Q 2022)First quarter 2023 results: EPS: JP¥100 (up from JP¥81.10 in 1Q 2022). Revenue: JP¥284.7b (up 8.0% from 1Q 2022). Net income: JP¥3.38b (up 20% from 1Q 2022). Profit margin: 1.2% (up from 1.1% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Feb 10+ 1 more updateKato Sangyo Co., Ltd. Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending September 30, 2023Kato Sangyo Co., Ltd. provides dividend guidance for the second quarter and fiscal year ending September 30, 2023. For the quarter, the company expected dividend to be JPY 43.00 per share compared to JPY 38.00 paid an year ago.For the year ending September 30, 2023, the company expected dividend to be JPY 46.00 per share compared to JPY 45.00 paid an year ago.お知らせ • Jan 25A unknown buyer agreed to acquire Nam Khai Phu Service Trading Production Joint Stock Company from Kato Sangyo Co., Ltd. (TSE:9869).A unknown buyer agreed to acquire Nam Khai Phu Service Trading Production Joint Stock Company from Kato Sangyo Co., Ltd. (TSE:9869) on January 23, 2023. The Date of execution of share transfer agreement on February 2023.Reported Earnings • Dec 28Full year 2022 earnings released: EPS: JP¥330 (vs JP¥238 in FY 2021)Full year 2022 results: EPS: JP¥330 (up from JP¥238 in FY 2021). Revenue: JP¥1.04t (down 8.9% from FY 2021). Net income: JP¥11.3b (up 35% from FY 2021). Profit margin: 1.1% (up from 0.7% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Dec 24Kato Sangyo Co., Ltd. to Report Q1, 2023 Results on Feb 08, 2023Kato Sangyo Co., Ltd. announced that they will report Q1, 2023 results on Feb 08, 2023お知らせ • Nov 16+ 1 more updateKato Sangyo Co., Ltd., Annual General Meeting, Dec 23, 2022Kato Sangyo Co., Ltd., Annual General Meeting, Dec 23, 2022.Reported Earnings • Nov 16Full year 2022 earnings released: EPS: JP¥330 (vs JP¥238 in FY 2021)Full year 2022 results: EPS: JP¥330 (up from JP¥238 in FY 2021). Revenue: JP¥1.04t (down 8.9% from FY 2021). Net income: JP¥11.3b (up 35% from FY 2021). Profit margin: 1.1% (up from 0.7% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Sep 23Kato Sangyo Co., Ltd. to Report Fiscal Year 2022 Results on Nov 14, 2022Kato Sangyo Co., Ltd. announced that they will report fiscal year 2022 results on Nov 14, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 20 December 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 11Third quarter 2022 earnings released: EPS: JP¥109 (vs JP¥56.89 in 3Q 2021)Third quarter 2022 results: EPS: JP¥109 (up from JP¥56.89 in 3Q 2021). Revenue: JP¥252.7b (down 10% from 3Q 2021). Net income: JP¥3.68b (up 86% from 3Q 2021). Profit margin: 1.5% (up from 0.7% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 25Kato Sangyo Co., Ltd. to Report Q3, 2022 Results on Aug 09, 2022Kato Sangyo Co., Ltd. announced that they will report Q3, 2022 results on Aug 09, 2022Reported Earnings • May 19Second quarter 2022 earnings released: EPS: JP¥70.65 (vs JP¥55.32 in 2Q 2021)Second quarter 2022 results: EPS: JP¥70.65 (up from JP¥55.32 in 2Q 2021). Revenue: JP¥251.5b (down 7.4% from 2Q 2021). Net income: JP¥2.45b (up 24% from 2Q 2021). Profit margin: 1.0% (up from 0.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Apr 08Kato Sangyo Co., Ltd. to Report Q2, 2022 Results on May 13, 2022Kato Sangyo Co., Ltd. announced that they will report Q2, 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 02 June 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).Reported Earnings • Feb 12First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥81.10 (up from JP¥73.44 in 1Q 2021). Revenue: JP¥263.6b (down 10% from 1Q 2021). Net income: JP¥2.81b (up 7.3% from 1Q 2021). Profit margin: 1.1% (up from 0.9% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Feb 11Kato Sangyo Co., Ltd. (TSE:9869) announces an Equity Buyback for 1,024,200 shares, representing 2.96% for ¥3,005 million.Kato Sangyo Co., Ltd. (TSE:9869) announces a share repurchase program. Under the program, the company will repurchase up to 1,024,200 shares, representing 2.96% of its issued share capital for a total of ¥3,005 million. The share repurchase program is valid until April 28, 2022. As of February 4, 2022, the company had 34,649,645 shares in issue (excluding treasury) and 3,503,470 shares in treasury.株主還元9869JP Consumer RetailingJP 市場7D0.7%-0.5%-0.8%1Y6.5%-10.6%44.4%株主還元を見る業界別リターン: 9869過去 1 年間で-10.6 % の収益を上げたJP Consumer Retailing業界を上回りました。リターン対市場: 9869は、過去 1 年間で44.4 % のリターンを上げたJP市場を下回りました。価格変動Is 9869's price volatile compared to industry and market?9869 volatility9869 Average Weekly Movement2.7%Consumer Retailing Industry Average Movement3.2%Market Average Movement4.4%10% most volatile stocks in JP Market9.2%10% least volatile stocks in JP Market2.2%安定した株価: 9869 、 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: 9869の 週次ボラティリティ ( 3% ) 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19454,099Kazuya Katowww.katosangyo.co.jp加藤産業株式会社は、国内外において総合食品卸売業を営んでいる。取扱商品は常温加工食品、冷凍・冷蔵食品、菓子、酒類など。また、ジャム・スプレッド、ピーナッツバター・ホイップ、蜂蜜・シロップ、果実缶詰、水産・畜産・農産缶詰、あんこう製品、栗甘露煮、海苔、ドライ、粉末、麺類、パスタ関連、インスタント・コンビニエンス製品、調味料、食用油、飲料、菓子、ギフト製品などの食品の製造・販売も行っている。さらに、小売サポートや物流ソリューションも提供している。同社は1945年に設立され、西宮に本社を置く。もっと見るKato Sangyo Co., Ltd. 基礎のまとめKato Sangyo の収益と売上を時価総額と比較するとどうか。9869 基礎統計学時価総額JP¥175.06b収益（TTM）JP¥14.89b売上高(TTM)JP¥1.23t11.9xPER（株価収益率0.1xP/Sレシオ9869 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9869 損益計算書（TTM）収益JP¥1.23t売上原価JP¥1.14t売上総利益JP¥90.09bその他の費用JP¥75.20b収益JP¥14.89b直近の収益報告Mar 31, 2026次回決算日Aug 07, 2026一株当たり利益（EPS）493.30グロス・マージン7.32%純利益率1.21%有利子負債／自己資本比率2.0%9869 の長期的なパフォーマンスは？過去の実績と比較を見る配当金2.7%現在の配当利回り31%配当性向9869 配当は確実ですか？9869 配当履歴とベンチマークを見る9869 、いつまでに購入すれば配当金を受け取れますか？Kato Sangyo 配当日配当落ち日Sep 29 2026配当支払日Dec 22 2026配当落ちまでの日数95 days配当支払日までの日数179 days9869 配当は確実ですか？9869 配当履歴とベンチマークを見る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2026/06/26 07:51終値2026/06/26 00:00収益2026/03/31年間収益2025/09/30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Kato Sangyo Co., Ltd. 0 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。5 アナリスト機関Tokushi YamasakiDaiwa Securities Co. Ltd.Yumiko KaiIchiyoshi Research Institute Inc.Kenji SakaiMizuho Securities Co., Ltd.2 その他のアナリストを表示
お知らせ • 22hKato Sangyo Co., Ltd. to Report Q3, 2026 Results on Aug 07, 2026Kato Sangyo Co., Ltd. announced that they will report Q3, 2026 results on Aug 07, 2026
Declared Dividend • Jun 03First half dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 29th September 2026 Payment date: 22nd December 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (14% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • May 24Concerns Surrounding Kato Sangyo's (TSE:9869) PerformanceKato Sangyo Co., Ltd.'s ( TSE:9869 ) healthy profit numbers didn't contain any surprises for investors. However the...
Reported Earnings • May 12Second quarter 2026 earnings released: EPS: JP¥147 (vs JP¥104 in 2Q 2025)Second quarter 2026 results: EPS: JP¥147 (up from JP¥104 in 2Q 2025). Revenue: JP¥302.7b (up 2.9% from 2Q 2025). Net income: JP¥4.47b (up 38% from 2Q 2025). Profit margin: 1.5% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.
お知らせ • May 09Kato Sangyo Co., Ltd. to Report Q2, 2026 Results on May 11, 2026Kato Sangyo Co., Ltd. announced that they will report Q2, 2026 results on May 11, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 32% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
お知らせ • 22hKato Sangyo Co., Ltd. to Report Q3, 2026 Results on Aug 07, 2026Kato Sangyo Co., Ltd. announced that they will report Q3, 2026 results on Aug 07, 2026
Declared Dividend • Jun 03First half dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 29th September 2026 Payment date: 22nd December 2026 Dividend yield will be 2.7%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (14% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • May 24Concerns Surrounding Kato Sangyo's (TSE:9869) PerformanceKato Sangyo Co., Ltd.'s ( TSE:9869 ) healthy profit numbers didn't contain any surprises for investors. However the...
Reported Earnings • May 12Second quarter 2026 earnings released: EPS: JP¥147 (vs JP¥104 in 2Q 2025)Second quarter 2026 results: EPS: JP¥147 (up from JP¥104 in 2Q 2025). Revenue: JP¥302.7b (up 2.9% from 2Q 2025). Net income: JP¥4.47b (up 38% from 2Q 2025). Profit margin: 1.5% (up from 1.1% in 2Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.
お知らせ • May 09Kato Sangyo Co., Ltd. to Report Q2, 2026 Results on May 11, 2026Kato Sangyo Co., Ltd. announced that they will report Q2, 2026 results on May 11, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 03 June 2026. Payout ratio is a comfortable 32% but the company is paying out more than the cash it is generating. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 07First quarter 2026 earnings released: EPS: JP¥145 (vs JP¥129 in 1Q 2025)First quarter 2026 results: EPS: JP¥145 (up from JP¥129 in 1Q 2025). Revenue: JP¥324.2b (up 2.5% from 1Q 2025). Net income: JP¥4.45b (up 11% from 1Q 2025). Profit margin: 1.4% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. 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 • Jan 29Market Participants Recognise Kato Sangyo Co., Ltd.'s (TSE:9869) EarningsIt's not a stretch to say that Kato Sangyo Co., Ltd.'s ( TSE:9869 ) price-to-earnings (or "P/E") ratio of 14.9x right...
分析記事 • Jan 08Kato Sangyo's (TSE:9869) Upcoming Dividend Will Be Larger Than Last Year'sKato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥80.00...
Declared Dividend • Jan 08Final dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 30th March 2026 Payment date: 3rd June 2026 Dividend yield will be 2.3%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 11% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Dec 25Full year 2025 earnings released: EPS: JP¥426 (vs JP¥453 in FY 2024)Full year 2025 results: EPS: JP¥426 (down from JP¥453 in FY 2024). Revenue: JP¥1.21t (up 3.8% from FY 2024). Net income: JP¥13.2b (down 8.5% from FY 2024). Profit margin: 1.1% (down from 1.2% in FY 2024). The decrease in margin was driven by higher expenses. 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 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 23Kato Sangyo Co., Ltd. to Report Q1, 2026 Results on Feb 06, 2026Kato Sangyo Co., Ltd. announced that they will report Q1, 2026 results on Feb 06, 2026
分析記事 • Nov 23Weak Statutory Earnings May Not Tell The Whole Story For Kato Sangyo (TSE:9869)The subdued market reaction suggests that Kato Sangyo Co., Ltd.'s ( TSE:9869 ) recent earnings didn't contain any...
Reported Earnings • Nov 13Full year 2025 earnings released: EPS: JP¥426 (vs JP¥453 in FY 2024)Full year 2025 results: EPS: JP¥426 (down from JP¥453 in FY 2024). Revenue: JP¥1.21t (up 3.8% from FY 2024). Net income: JP¥13.2b (down 8.5% from FY 2024). Profit margin: 1.1% (down from 1.2% in FY 2024). The decrease in margin was driven by higher expenses. 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 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 11Kato Sangyo Co., Ltd., Annual General Meeting, Dec 19, 2025Kato Sangyo Co., Ltd., Annual General Meeting, Dec 19, 2025.
分析記事 • Sep 25Kato Sangyo (TSE:9869) Has Announced A Dividend Of ¥70.00Kato Sangyo Co., Ltd. ( TSE:9869 ) has announced that it will pay a dividend of ¥70.00 per share on the 23rd of...
お知らせ • Sep 25Kato Sangyo Co., Ltd. to Report Fiscal Year 2025 Results on Nov 11, 2025Kato Sangyo Co., Ltd. announced that they will report fiscal year 2025 results on Nov 11, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 23 December 2025. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 09Third quarter 2025 earnings released: EPS: JP¥101 (vs JP¥96.37 in 3Q 2024)Third quarter 2025 results: EPS: JP¥101 (up from JP¥96.37 in 3Q 2024). Revenue: JP¥298.5b (up 4.4% from 3Q 2024). Net income: JP¥3.13b (up 3.9% from 3Q 2024). Profit margin: 1.0% (in line with 3Q 2024). 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 19% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 17Kato Sangyo (TSE:9869) Has Announced A Dividend Of ¥70.00Kato Sangyo Co., Ltd. ( TSE:9869 ) has announced that it will pay a dividend of ¥70.00 per share on the 23rd of...
分析記事 • Jun 25Kato Sangyo (TSE:9869) Will Pay A Dividend Of ¥70.00Kato Sangyo Co., Ltd.'s ( TSE:9869 ) investors are due to receive a payment of ¥70.00 per share on 23rd of December...
お知らせ • Jun 24Kato Sangyo Co., Ltd. to Report Q3, 2025 Results on Aug 08, 2025Kato Sangyo Co., Ltd. announced that they will report Q3, 2025 results on Aug 08, 2025
Declared Dividend • Jun 04First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 29th September 2025 Payment date: 23rd December 2025 Dividend yield will be 2.6%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (29% earnings payout ratio) but not covered by cash flows (103% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 15% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • May 23We Think That There Are Some Issues For Kato Sangyo (TSE:9869) Beyond Its Promising EarningsThe market for Kato Sangyo Co., Ltd.'s ( TSE:9869 ) stock was strong after it released a healthy earnings report last...
New Risk • May 13New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 103% Dividend yield: 2.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • May 10Second quarter 2025 earnings released: EPS: JP¥104 (vs JP¥124 in 2Q 2024)Second quarter 2025 results: EPS: JP¥104 (down from JP¥124 in 2Q 2024). Revenue: JP¥294.1b (up 4.5% from 2Q 2024). Net income: JP¥3.25b (down 17% from 2Q 2024). Profit margin: 1.1% (down from 1.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 18% per year.
お知らせ • May 10Kato Sangyo Co., Ltd. (TSE:9869) announces an Equity Buyback for 2,000,000 shares, representing 6.42% for ¥10,000 million.Kato Sangyo Co., Ltd. (TSE:9869) announces a share repurchase program. Under the program, the company will repurchase up to 2,000,000 shares, representing 6.42% of its issued share capital for a total of ¥10,000 million. The purpose of the program is to improve capital efficiency and return profits to shareholders, as well as to implement flexible capital policies in response to changes in the business environment. The share repurchase program is valid until March 31, 2026. As of March 31, 2025, the company had 31,157,674 shares in issue (excluding treasury) and 3,842,326 shares in treasury.
分析記事 • May 09We Ran A Stock Scan For Earnings Growth And Kato Sangyo (TSE:9869) Passed With EaseFor 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 • Apr 12Kato Sangyo (TSE:9869) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
分析記事 • Mar 25Kato Sangyo's (TSE:9869) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Kato Sangyo Co., Ltd. ( TSE:9869 ) has announced that it will be paying its dividend of ¥70.00 on the 4th...
お知らせ • Mar 25Kato Sangyo Co., Ltd. to Report Q2, 2025 Results on May 09, 2025Kato Sangyo Co., Ltd. announced that they will report Q2, 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 04 June 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%).
分析記事 • Feb 12Kato Sangyo (TSE:9869) Is Increasing Its Dividend To ¥70.00Kato Sangyo Co., Ltd. ( TSE:9869 ) will increase its dividend from last year's comparable payment on the 4th of June to...
お知らせ • Feb 12+ 1 more updateKato Sangyo Co., Ltd. Provides Second Quarter-End and Year-End Cash Dividend Guidance for the Fiscal Year Ending September 30, 2025Kato Sangyo Co., Ltd. provided second quarter-end and year-end cash dividend guidance for the fiscal year ending September 30, 2025. For the second quarter-end, the company expects to pay cash dividend of JPY 70.00 per share against JPY 55.00 per share paid for the same period a year ago. For the full year, the company expects to pay year-end cash dividend of JPY 70.00 per share against JPY 65.00 per share paid for the same period a year ago.
Reported Earnings • Feb 08First quarter 2025 earnings released: EPS: JP¥129 (vs JP¥112 in 1Q 2024)First quarter 2025 results: EPS: JP¥129 (up from JP¥112 in 1Q 2024). Revenue: JP¥316.3b (up 4.6% from 1Q 2024). Net income: JP¥4.01b (up 6.4% from 1Q 2024). Profit margin: 1.3% (in line with 1Q 2024). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 20Kato Sangyo (TSE:9869) Will Pay A Larger Dividend Than Last Year At ¥70.00Kato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥70.00...
分析記事 • Jan 06Kato Sangyo's (TSE:9869) Dividend Will Be Increased To ¥70.00The board of Kato Sangyo Co., Ltd. ( TSE:9869 ) has announced that it will be paying its dividend of ¥70.00 on the 4th...
Declared Dividend • Jan 06Final dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 28th March 2025 Payment date: 4th June 2025 Dividend yield will be 3.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 03Kato Sangyo Co., Ltd. to Report Q1, 2025 Results on Feb 07, 2025Kato Sangyo Co., Ltd. announced that they will report Q1, 2025 results on Feb 07, 2025
Reported Earnings • Dec 28Full year 2024 earnings released: EPS: JP¥453 (vs JP¥357 in FY 2023)Full year 2024 results: EPS: JP¥453 (up from JP¥357 in FY 2023). Revenue: JP¥1.17t (up 6.4% from FY 2023). Net income: JP¥14.5b (up 21% from FY 2023). Profit margin: 1.2% (up from 1.1% in FY 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
分析記事 • Nov 21We Think That There Are Issues Underlying Kato Sangyo's (TSE:9869) EarningsKato Sangyo Co., Ltd.'s ( TSE:9869 ) robust earnings report didn't manage to move the market for its stock. Our...
Reported Earnings • Nov 09Full year 2024 earnings released: EPS: JP¥453 (vs JP¥357 in FY 2023)Full year 2024 results: EPS: JP¥453 (up from JP¥357 in FY 2023). Revenue: JP¥1.17t (up 6.4% from FY 2023). Net income: JP¥14.5b (up 21% from FY 2023). Profit margin: 1.2% (up from 1.1% in FY 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 08Kato Sangyo Co., Ltd., Annual General Meeting, Dec 20, 2024Kato Sangyo Co., Ltd., Annual General Meeting, Dec 20, 2024.
分析記事 • Sep 25Kato Sangyo's (TSE:9869) Dividend Will Be Increased To ¥65.00Kato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥65.00...
お知らせ • Sep 25Kato Sangyo Co., Ltd. to Report Fiscal Year 2024 Results on Nov 08, 2024Kato Sangyo Co., Ltd. announced that they will report fiscal year 2024 results on Nov 08, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥65.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 25 December 2024. Payout ratio is a comfortable 25% but the company is paying out more than the cash it is generating. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%).
New Risk • Sep 01New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 123% Dividend yield: 3.0% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 13Third quarter 2024 earnings released: EPS: JP¥96.37 (vs JP¥93.83 in 3Q 2023)Third quarter 2024 results: EPS: JP¥96.37. Revenue: JP¥285.8b (up 5.9% from 3Q 2023). Net income: JP¥3.02b (down 4.4% from 3Q 2023). Profit margin: 1.1% (down from 1.2% in 3Q 2023). The decrease in margin was driven by higher expenses.
分析記事 • Aug 09Kato Sangyo's (TSE:9869) Dividend Will Be Increased To ¥58.00The board of Kato Sangyo Co., Ltd. ( TSE:9869 ) has announced that it will be paying its dividend of ¥58.00 on the 25th...
お知らせ • Aug 09+ 1 more updateKato Sangyo Co., Ltd. Announces Change in Its Shareholder Return (Dividend) PolicyKato Sangyo Co., Ltd. announced that its Board of Directors has resolved at a meeting held on August 9, 2024, to change its shareholder return (dividend) policy. It recognized that returning its profits to its shareholders is an important policy of management. Committed to a progressive dividend policy, it will pay a dividend that is stable and commensurate with business performance while improving earning capacity and enhancing financial structure. As a general rule, it will increase the dividend amount up to JPY 20 per share every year, with the aim of gradually raising the dividend payout ratio to 40%.) Reason for change The Company has long recognized the return of profits to shareholders as an important management policy and has paid stable dividends commensurate with business performance. After comprehensively reviewing the Company's future performance outlook and financial situation, the Company decided to revise its dividend policy in order to clarify the policy and further enhance shareholder returns by maintaining a policy to pay stable dividends and clearly stating the dividend payout ratio target.
Buy Or Sell Opportunity • Aug 01Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 6.7% to JP¥4,195. The fair value is estimated to be JP¥5,320, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 18%.
分析記事 • Jul 22Kato Sangyo's (TSE:9869) Dividend Will Be Increased To ¥58.00Kato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥58.00...
分析記事 • Jul 01Kato Sangyo's (TSE:9869) Shareholders Will Receive A Bigger Dividend Than Last YearKato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥58.00...
お知らせ • Jun 26Kato Sangyo Co., Ltd. to Report Q3, 2024 Results on Aug 09, 2024Kato Sangyo Co., Ltd. announced that they will report Q3, 2024 results on Aug 09, 2024
分析記事 • Jun 17Kato Sangyo (TSE:9869) Has Announced That It Will Be Increasing Its Dividend To ¥58.00Kato Sangyo Co., Ltd. ( TSE:9869 ) has announced that it will be increasing its dividend from last year's comparable...
分析記事 • May 27Kato Sangyo (TSE:9869) Is Paying Out A Larger Dividend Than Last YearKato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥58.00...
分析記事 • May 22Concerns Surrounding Kato Sangyo's (TSE:9869) PerformanceThe recent earnings posted by Kato Sangyo Co., Ltd. ( TSE:9869 ) were solid, but the stock didn't move as much as we...
お知らせ • May 17H2O Retailing Corporation (TSE:8242) agreed to acquire remaining 35.11% stake in Kansai Food Market Ltd. (TSE:9919) from a group of shareholders for ¥36.7 billion.H2O Retailing Corporation (TSE:8242) agreed to acquire remaining 35.11% stake in Kansai Food Market Ltd. (TSE:9919) from a group of shareholders for ¥36.7 billion on May 15, 2023. As consideration, H2O will issue approximately 20 million shares. H2O Retailing holds 37 million shares equating to 64.89% stake of Kansai Food. In the Share Exchange Agreement, the parties have agreed that a special dividend of ¥100 per share of Kansai Food Market Stock will be paid to shareholders of Kansai Food Market Stock registered or recorded in the final shareholder registry on the day preceding the effective date of the Share Exchange, on condition that the Share Exchange Agreement is approved at Kansai Food Market’s annual general meeting of shareholders scheduled for June 20, 2024. The Special Committee recommends that Kansai Food Market’s Board of Directors implement the Share Exchange. The transaction is expected to close on July 31 2024. H2O Retailing appointed SMBC Nikko Securities Inc. as its financial advisor and third-party valuation institution and Nishimura & Asahi LPC as its legal advisor. Kansai Food Market appointed Nomura Securities Co., Ltd. as its financial advisor and third party valuation institution and Mori Hamada & Matsumoto as its legal advisor. The Special Committee appointed Kawakita Certified Public Accountants Office as the committee’s own financial advisor and third-party valuation institution. The Special Committee also approved the appointment of EY Strategy and Consulting Co., Ltd. (“EY Strategy and Consulting”) and Ernst & Young Tax Co. as Kansai Food Market’s advisors for financial due diligence, tax due diligence, etc.
分析記事 • May 13Kato Sangyo's (TSE:9869) Dividend Will Be Increased To ¥58.00The board of Kato Sangyo Co., Ltd. ( TSE:9869 ) has announced that it will be paying its dividend of ¥58.00 on the 25th...
Reported Earnings • May 12Second quarter 2024 earnings released: EPS: JP¥124 (vs JP¥90.71 in 2Q 2023)Second quarter 2024 results: EPS: JP¥124 (up from JP¥90.71 in 2Q 2023). Revenue: JP¥281.4b (up 8.3% from 2Q 2023). Net income: JP¥3.90b (up 28% from 2Q 2023). Profit margin: 1.4% (up from 1.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Apr 17Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.1% to JP¥4,505. The fair value is estimated to be JP¥5,660, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 17%.
分析記事 • Mar 22Kato Sangyo's (TSE:9869) Upcoming Dividend Will Be Larger Than Last Year'sKato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥55.00...
お知らせ • Mar 21Kato Sangyo Co., Ltd. to Report Q2, 2024 Results on May 10, 2024Kato Sangyo Co., Ltd. announced that they will report Q2, 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%).
分析記事 • Feb 27Kato Sangyo's (TSE:9869) Dividend Will Be Increased To ¥55.00Kato Sangyo Co., Ltd.'s ( TSE:9869 ) dividend will be increasing from last year's payment of the same period to ¥55.00...
お知らせ • Feb 15+ 1 more updateKato Sangyo Co., Ltd. Provides Second Quarter-End and Year-End Dividend Guidance for the Fiscal Year Ending September 30, 2024Kato Sangyo Co., Ltd. provided second quarter-end and year-end dividend guidance for the fiscal year ending September 30, 2024. For the second quarter-end, the company expects to pay dividend of JPY 55.00 per share against JPY 47.00 per share paid for the same period a year ago.For the full year, the company expects to pay year-end dividend of JPY 58.00 per share against JPY 50.00 per share paid for the same period a year ago.
Reported Earnings • Feb 14First quarter 2024 earnings released: EPS: JP¥112 (vs JP¥100 in 1Q 2023)First quarter 2024 results: EPS: JP¥112 (up from JP¥100 in 1Q 2023). Revenue: JP¥302.4b (up 6.2% from 1Q 2023). Net income: JP¥3.77b (up 12% from 1Q 2023). Profit margin: 1.2% (in line with 1Q 2023). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Jan 29Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 14% to JP¥4,800. The fair value is estimated to be JP¥3,990, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 16%.
Reported Earnings • Dec 28Full year 2023 earnings released: EPS: JP¥357 (vs JP¥330 in FY 2022)Full year 2023 results: EPS: JP¥357 (up from JP¥330 in FY 2022). Revenue: JP¥1.10t (up 6.2% from FY 2022). Net income: JP¥12.0b (up 6.4% from FY 2022). Profit margin: 1.1% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 24Kato Sangyo Co., Ltd. to Report Q1, 2024 Results on Feb 13, 2024Kato Sangyo Co., Ltd. announced that they will report Q1, 2024 results on Feb 13, 2024
お知らせ • Nov 13Kato Sangyo Co., Ltd., Annual General Meeting, Dec 22, 2023Kato Sangyo Co., Ltd., Annual General Meeting, Dec 22, 2023.
Reported Earnings • Nov 11Full year 2023 earnings released: EPS: JP¥357 (vs JP¥330 in FY 2022)Full year 2023 results: EPS: JP¥357 (up from JP¥330 in FY 2022). Revenue: JP¥1.10t (up 6.2% from FY 2022). Net income: JP¥12.0b (up 6.4% from FY 2022). Profit margin: 1.1% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 24Kato Sangyo Co., Ltd. to Report Fiscal Year 2023 Results on Nov 10, 2023Kato Sangyo Co., Ltd. announced that they will report fiscal year 2023 results on Nov 10, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥50.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 26 December 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 12Third quarter 2023 earnings released: EPS: JP¥93.83 (vs JP¥109 in 3Q 2022)Third quarter 2023 results: EPS: JP¥93.83 (down from JP¥109 in 3Q 2022). Revenue: JP¥269.8b (up 6.7% from 3Q 2022). Net income: JP¥3.16b (down 14% from 3Q 2022). Profit margin: 1.2% (down from 1.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 26Kato Sangyo Co., Ltd. to Report Q3, 2023 Results on Aug 10, 2023Kato Sangyo Co., Ltd. announced that they will report Q3, 2023 results on Aug 10, 2023
Reported Earnings • May 17Second quarter 2023 earnings released: EPS: JP¥90.71 (vs JP¥70.65 in 2Q 2022)Second quarter 2023 results: EPS: JP¥90.71 (up from JP¥70.65 in 2Q 2022). Revenue: JP¥259.8b (up 3.3% from 2Q 2022). Net income: JP¥3.05b (up 25% from 2Q 2022). Profit margin: 1.2% (up from 1.0% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥43.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Reported Earnings • Feb 12First quarter 2023 earnings released: EPS: JP¥100 (vs JP¥81.10 in 1Q 2022)First quarter 2023 results: EPS: JP¥100 (up from JP¥81.10 in 1Q 2022). Revenue: JP¥284.7b (up 8.0% from 1Q 2022). Net income: JP¥3.38b (up 20% from 1Q 2022). Profit margin: 1.2% (up from 1.1% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Feb 10+ 1 more updateKato Sangyo Co., Ltd. Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending September 30, 2023Kato Sangyo Co., Ltd. provides dividend guidance for the second quarter and fiscal year ending September 30, 2023. For the quarter, the company expected dividend to be JPY 43.00 per share compared to JPY 38.00 paid an year ago.For the year ending September 30, 2023, the company expected dividend to be JPY 46.00 per share compared to JPY 45.00 paid an year ago.
お知らせ • Jan 25A unknown buyer agreed to acquire Nam Khai Phu Service Trading Production Joint Stock Company from Kato Sangyo Co., Ltd. (TSE:9869).A unknown buyer agreed to acquire Nam Khai Phu Service Trading Production Joint Stock Company from Kato Sangyo Co., Ltd. (TSE:9869) on January 23, 2023. The Date of execution of share transfer agreement on February 2023.
Reported Earnings • Dec 28Full year 2022 earnings released: EPS: JP¥330 (vs JP¥238 in FY 2021)Full year 2022 results: EPS: JP¥330 (up from JP¥238 in FY 2021). Revenue: JP¥1.04t (down 8.9% from FY 2021). Net income: JP¥11.3b (up 35% from FY 2021). Profit margin: 1.1% (up from 0.7% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Dec 24Kato Sangyo Co., Ltd. to Report Q1, 2023 Results on Feb 08, 2023Kato Sangyo Co., Ltd. announced that they will report Q1, 2023 results on Feb 08, 2023
お知らせ • Nov 16+ 1 more updateKato Sangyo Co., Ltd., Annual General Meeting, Dec 23, 2022Kato Sangyo Co., Ltd., Annual General Meeting, Dec 23, 2022.
Reported Earnings • Nov 16Full year 2022 earnings released: EPS: JP¥330 (vs JP¥238 in FY 2021)Full year 2022 results: EPS: JP¥330 (up from JP¥238 in FY 2021). Revenue: JP¥1.04t (down 8.9% from FY 2021). Net income: JP¥11.3b (up 35% from FY 2021). Profit margin: 1.1% (up from 0.7% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Sep 23Kato Sangyo Co., Ltd. to Report Fiscal Year 2022 Results on Nov 14, 2022Kato Sangyo Co., Ltd. announced that they will report fiscal year 2022 results on Nov 14, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 20 December 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 11Third quarter 2022 earnings released: EPS: JP¥109 (vs JP¥56.89 in 3Q 2021)Third quarter 2022 results: EPS: JP¥109 (up from JP¥56.89 in 3Q 2021). Revenue: JP¥252.7b (down 10% from 3Q 2021). Net income: JP¥3.68b (up 86% from 3Q 2021). Profit margin: 1.5% (up from 0.7% in 3Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 25Kato Sangyo Co., Ltd. to Report Q3, 2022 Results on Aug 09, 2022Kato Sangyo Co., Ltd. announced that they will report Q3, 2022 results on Aug 09, 2022
Reported Earnings • May 19Second quarter 2022 earnings released: EPS: JP¥70.65 (vs JP¥55.32 in 2Q 2021)Second quarter 2022 results: EPS: JP¥70.65 (up from JP¥55.32 in 2Q 2021). Revenue: JP¥251.5b (down 7.4% from 2Q 2021). Net income: JP¥2.45b (up 24% from 2Q 2021). Profit margin: 1.0% (up from 0.7% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Apr 08Kato Sangyo Co., Ltd. to Report Q2, 2022 Results on May 13, 2022Kato Sangyo Co., Ltd. announced that they will report Q2, 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 02 June 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%).
Reported Earnings • Feb 12First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥81.10 (up from JP¥73.44 in 1Q 2021). Revenue: JP¥263.6b (down 10% from 1Q 2021). Net income: JP¥2.81b (up 7.3% from 1Q 2021). Profit margin: 1.1% (up from 0.9% in 1Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Feb 11Kato Sangyo Co., Ltd. (TSE:9869) announces an Equity Buyback for 1,024,200 shares, representing 2.96% for ¥3,005 million.Kato Sangyo Co., Ltd. (TSE:9869) announces a share repurchase program. Under the program, the company will repurchase up to 1,024,200 shares, representing 2.96% of its issued share capital for a total of ¥3,005 million. The share repurchase program is valid until April 28, 2022. As of February 4, 2022, the company had 34,649,645 shares in issue (excluding treasury) and 3,503,470 shares in treasury.
