Unicharm（8113）株式概要ユニ・チャーム株式会社は、ペットケア関連製品の製造・販売を国内外で行っています。 詳細8113 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2/6過去の実績2/6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38.5%で取引されている 収益は年間12.2%増加すると予測されています 2.22%の安定した配当金を支払う リスク分析利益率(6.3%)は昨年より低い(9.1%) すべてのリスクチェックを見る8113 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW502,832 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG502,832 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥993.506.8% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01t2016201920222025202620282031Revenue JP¥1.2tEarnings JP¥75.4bAdvancedSet Fair ValueView all narrativesUnicharm Corporation 競合他社LionSymbol: TSE:4912Market cap: JP¥482.0bPigeonSymbol: TSE:7956Market cap: JP¥249.8bEarthSymbol: TSE:4985Market cap: JP¥104.9bTRANSACTIONLtdSymbol: TSE:7818Market cap: JP¥78.9b価格と性能株価の高値、安値、推移の概要Unicharm過去の株価現在の株価JP¥991.9052週高値JP¥1,104.0052週安値JP¥874.70ベータ0.261ヶ月の変化9.24%3ヶ月変化2.42%1年変化-5.35%3年間の変化-44.38%5年間の変化-34.71%IPOからの変化2,228.81%最新ニュースライブニュース • Jul 04Unicharm Plans Full-Scale Launch Into Indian Pet Care Market Starting July 2026Unicharm plans to enter India’s pet care market in July 2026, expanding its pet care business in line with its goal of a “Cohesive Society” where people and pets live comfortably together. Management describes India as a promising emerging market, so this move broadens Unicharm’s geographic footprint and spreads its pet care exposure beyond existing regions. Unicharm’s stock trades at ¥959.80, with a 7.0% return year to date. This indicates the market has generally been receptive to the company’s progress so far in 2026. The main investor question is how effectively Unicharm can build scale and brand recognition in India’s pet care segment. Execution costs, competitive response and local consumer adoption will shape whether this expansion becomes a meaningful earnings and cash flow contributor over time.お知らせ • Jun 27Unicharm Corporation to Report Q2, 2026 Results on Aug 05, 2026Unicharm Corporation announced that they will report Q2, 2026 results on Aug 05, 2026Upcoming Dividend • Jun 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 02 September 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.9%). In line with average of industry peers (2.5%).ライブニュース • May 17Unicharm Expands Into Brazil With Acquisition of Leading Pet Food Maker NutrireUnicharm has agreed to acquire 100% of Brazilian pet food maker Nutrire Indústria de Alimentos Ltda., marking its entry into Brazil’s pet care market. The move brings Unicharm into the world’s third-largest pet care market through a full-scale presence rather than via partnerships or partial stakes. The acquisition aligns with Unicharm’s 13th Mid-Term Management Plan, which highlights wellness and pet care as core growth drivers. This acquisition signals a clear push to expand Unicharm’s pet care footprint by adding a new geography that is already significant in global pet spending. Investors may want to watch for details on integration costs, synergy expectations, and how the Brazil business is reported within Unicharm’s wellness and pet care segment.New Risk • May 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.3% Last year net profit margin: 9.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • May 09First quarter 2026 earnings: EPS in line with expectations, revenues disappointFirst quarter 2026 results: EPS: JP¥11.40 (down from JP¥14.18 in 1Q 2025). Revenue: JP¥234.2b (up 2.9% from 1Q 2025). Net income: JP¥19.8b (down 21% from 1Q 2025). Profit margin: 8.4% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.最新情報をもっと見るRecent updatesライブニュース • Jul 04Unicharm Plans Full-Scale Launch Into Indian Pet Care Market Starting July 2026Unicharm plans to enter India’s pet care market in July 2026, expanding its pet care business in line with its goal of a “Cohesive Society” where people and pets live comfortably together. Management describes India as a promising emerging market, so this move broadens Unicharm’s geographic footprint and spreads its pet care exposure beyond existing regions. Unicharm’s stock trades at ¥959.80, with a 7.0% return year to date. This indicates the market has generally been receptive to the company’s progress so far in 2026. The main investor question is how effectively Unicharm can build scale and brand recognition in India’s pet care segment. Execution costs, competitive response and local consumer adoption will shape whether this expansion becomes a meaningful earnings and cash flow contributor over time.お知らせ • Jun 27Unicharm Corporation to Report Q2, 2026 Results on Aug 05, 2026Unicharm Corporation announced that they will report Q2, 2026 results on Aug 05, 2026Upcoming Dividend • Jun 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 02 September 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.9%). In line with average of industry peers (2.5%).ライブニュース • May 17Unicharm Expands Into Brazil With Acquisition of Leading Pet Food Maker NutrireUnicharm has agreed to acquire 100% of Brazilian pet food maker Nutrire Indústria de Alimentos Ltda., marking its entry into Brazil’s pet care market. The move brings Unicharm into the world’s third-largest pet care market through a full-scale presence rather than via partnerships or partial stakes. The acquisition aligns with Unicharm’s 13th Mid-Term Management Plan, which highlights wellness and pet care as core growth drivers. This acquisition signals a clear push to expand Unicharm’s pet care footprint by adding a new geography that is already significant in global pet spending. Investors may want to watch for details on integration costs, synergy expectations, and how the Brazil business is reported within Unicharm’s wellness and pet care segment.New Risk • May 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.3% Last year net profit margin: 9.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • May 09First quarter 2026 earnings: EPS in line with expectations, revenues disappointFirst quarter 2026 results: EPS: JP¥11.40 (down from JP¥14.18 in 1Q 2025). Revenue: JP¥234.2b (up 2.9% from 1Q 2025). Net income: JP¥19.8b (down 21% from 1Q 2025). Profit margin: 8.4% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.お知らせ • May 09Unicharm Corporation to Report Q1, 2026 Results on May 08, 2026Unicharm Corporation announced that they will report Q1, 2026 results on May 08, 2026Declared Dividend • Apr 11Final dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 29th June 2026 Payment date: 2nd September 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Mar 27Unicharm Corporation Just Missed EPS By 22%: Here's What Analysts Think Will Happen NextInvestors in Unicharm Corporation ( TSE:8113 ) had a good week, as its shares rose 2.8% to close at JP¥945 following...Reported Earnings • Mar 27Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥37.30 (down from JP¥46.41 in FY 2024). Revenue: JP¥945.3b (down 4.4% from FY 2024). Net income: JP¥65.2b (down 20% from FY 2024). Profit margin: 6.9% (down from 8.3% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.分析記事 • Feb 15Unicharm Corporation Just Missed EPS By 22%: Here's What Analysts Think Will Happen NextIt's been a good week for Unicharm Corporation ( TSE:8113 ) shareholders, because the company has just released its...Reported Earnings • Feb 14Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥37.30 (down from JP¥46.41 in FY 2024). Revenue: JP¥945.3b (down 4.4% from FY 2024). Net income: JP¥65.2b (down 20% from FY 2024). Profit margin: 6.9% (down from 8.3% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.お知らせ • Feb 12+ 1 more updateUnicharm Corporation, Annual General Meeting, Mar 19, 2026Unicharm Corporation, Annual General Meeting, Mar 19, 2026.お知らせ • Feb 07Unicharm Corporation Revises Consolidated Earnings Guidance for the Full Fiscal Year Ending December 31, 2025Unicharm Corporation revised Consolidated earnings guidance for the full Fiscal Year Ending December 31, 2025. For the year, the company now expects Net Sales of JPY 945,268 million, Core Operating Income of JPY 108,884 million, Profit Attributable to Owners of Parent of JPY 65,212 million and Basic Earnings Per Share of JPY 37.30 against previous guidance of Net Sales of JPY 974,000 million, Core Operating Income of JPY 120,000 million, Profit Attributable to Owners of Parent of JPY 85,100 million and Basic Earnings Per Share of JPY 48.68. In this revision of the financial forecasts, although net sales and core operating income performed better than expected in some regions such as North America and the Middle East, this was not enough to offset the struggles in China and Indonesia, resulting in a downward revision for the Company as a whole. The first factor is the feminine care business in China. Although there were signs of a temporary recovery from the impact of reputational damage that occurred in March 2025, new reputational damage occurred in October 2025. The impact of this lasted longer than expected, resulting in both sales and profits falling below the previous forecast. The second factor is Indonesia, where shipments were adjusted due to changes in distributors amidst a continued harsh business environment. In addition, profit before tax and profit attributable to owners of parent are expected to be significantly lower than the previous forecast. This is mainly due to the recording of an impairment loss of approximately JPY 6.0 billion on assets in the Asian region and a one-time charge associated with the revision of the GST (Goods and Services Tax) in India. Specifically, regarding the balance of paid GST (assets that can be used for input tax credits) previously recorded as assets by a local subsidiary, it has become difficult to offset a portion of it against future output GST or to receive refunds due to the impact of legal changes. As a result of a careful review of the recoverability of these assets, the Company has decided to record approximately JPY 6.9 billion as an evaluation loss under Other expenses.分析記事 • Jan 24Unicharm Corporation (TSE:8113) Shares Could Be 40% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Unicharm fair value estimate is JP¥1,548 Unicharm is estimated...Upcoming Dividend • Dec 22Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 February 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.2%).お知らせ • Dec 11Unicharm Corporation Accelerates Global Disposable Diaper Recycling with New Dry Washing MethodUnicharm Corporation has announced the development of an innovative new technology, the "Dry Washing Method," as part of its "RefF (Recycle for the Future)" disposable diaper recycling project. This pioneering method is set to open the path for disposable diaper recycling globally, particularly in water-scarce regions. The main technological breakthrough is the dramatic reduction of water consumption. The Dry Washing Method reduces water usage during the washing process to approximately 1/50th compared to conventional company methods. Previously, recycling disposable diapers required large amounts of water, creating a significant barrier in regions with poor water infrastructure or shortages. The Dry Washing Method resolves this by applying the fundamental concept of dry cleaning. It utilizes reusable solvents alongside unique sterilization and bleaching technologies to achieve hygienic processing while enabling dramatic water conservation. This makes it possible to transform "used disposable diapers" into "new resources" worldwide.分析記事 • Dec 09We Think Unicharm (TSE:8113) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...分析記事 • Nov 23Unicharm (TSE:8113) Hasn't Managed To Accelerate Its ReturnsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...お知らせ • Nov 09Unicharm Corporation to Report Fiscal Year 2025 Results on Feb 16, 2026Unicharm Corporation announced that they will report fiscal year 2025 results on Feb 16, 2026Reported Earnings • Nov 08Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥10.84 (down from JP¥11.32 in 3Q 2024). Revenue: JP¥230.1b (down 1.8% from 3Q 2024). Net income: JP¥18.9b (down 5.1% from 3Q 2024). Profit margin: 8.2% (down from 8.5% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.分析記事 • Oct 10Are Investors Undervaluing Unicharm Corporation (TSE:8113) By 49%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Unicharm fair value estimate is JP¥1,898 Current share price...分析記事 • Sep 25Unicharm Corporation's (TSE:8113) Share Price Not Quite Adding UpUnicharm Corporation's ( TSE:8113 ) price-to-earnings (or "P/E") ratio of 20.2x might make it look like a sell right...Declared Dividend • Sep 03First half dividend of JP¥9.00 announcedShareholders will receive a dividend of JP¥9.00. Ex-date: 29th December 2025 Payment date: 27th February 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Aug 08Unicharm Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowTSE:8113 1 Year Share Price vs Fair Value Explore Unicharm's Fair Values from the Community and select yours Unicharm...お知らせ • Aug 07Unicharm Corporation to Report Q3, 2025 Results on Nov 07, 2025Unicharm Corporation announced that they will report Q3, 2025 results on Nov 07, 2025Reported Earnings • Aug 06Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: JP¥9.66 (down from JP¥12.35 in 2Q 2024). Revenue: JP¥236.7b (down 5.9% from 2Q 2024). Net income: JP¥16.9b (down 23% from 2Q 2024). Profit margin: 7.1% (down from 8.7% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.分析記事 • Jul 28Is Unicharm (TSE:8113) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...Upcoming Dividend • Jun 20Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 03 September 2025. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (2.0%).お知らせ • May 20Unicharm Corporation to Report Q2, 2025 Results on Aug 05, 2025Unicharm Corporation announced that they will report Q2, 2025 results on Aug 05, 2025Reported Earnings • May 10First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: JP¥14.18 (up from JP¥10.07 in 1Q 2024). Revenue: JP¥227.5b (down 3.7% from 1Q 2024). Net income: JP¥24.9b (up 40% from 1Q 2024). Profit margin: 11% (up from 7.5% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.5%. Earnings per share (EPS) exceeded analyst estimates by 20%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Declared Dividend • Apr 11Final dividend of JP¥9.00 announcedShareholders will receive a dividend of JP¥9.00. Ex-date: 27th June 2025 Payment date: 3rd September 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 45% over the next 3 years. However, it would need to fall by 68% to increase the payout ratio to a potentially unsustainable range.Reported Earnings • Mar 27Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥139. Revenue: JP¥989.0b (up 5.0% from FY 2023). Net income: JP¥81.8b (down 4.9% from FY 2023). Profit margin: 8.3% (down from 9.1% 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 7.6%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Household Products industry in Japan.お知らせ • Mar 06Unicharm Corporation to Report Q1, 2025 Results on May 09, 2025Unicharm Corporation announced that they will report Q1, 2025 results on May 09, 2025Reported Earnings • Feb 15Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥139. Revenue: JP¥989.0b (up 5.0% from FY 2023). Net income: JP¥81.8b (down 4.9% from FY 2023). Profit margin: 8.3% (down from 9.1% 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 7.6%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Household Products industry in Japan.お知らせ • Feb 13+ 1 more updateUnicharm Corporation, Annual General Meeting, Mar 19, 2025Unicharm Corporation, Annual General Meeting, Mar 19, 2025.お知らせ • Jan 03Unicharm Corporation to Report Fiscal Year 2024 Results on Feb 13, 2025Unicharm Corporation announced that they will report fiscal year 2024 results on Feb 13, 2025Price Target Changed • Dec 27Price target decreased by 10% to JP¥1,512Down from JP¥1,686, the current price target is an average from 10 analysts. New target price is 16% above last closing price of JP¥1,307. Stock is down 23% over the past year. The company is forecast to post earnings per share of JP¥50.34 for next year compared to JP¥48.47 last year.Upcoming Dividend • Dec 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 07 March 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).Price Target Changed • Nov 29Price target decreased by 8.2% to JP¥5,249Down from JP¥5,719, the current price target is an average from 10 analysts. New target price is 35% above last closing price of JP¥3,897. Stock is down 18% over the past year. The company is forecast to post earnings per share of JP¥154 for next year compared to JP¥145 last year.Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥3,930, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 23x in the Household Products industry in Japan. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,879 per share.Reported Earnings • Nov 09Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥33.96 (down from JP¥44.55 in 3Q 2023). Revenue: JP¥234.3b (flat on 3Q 2023). Net income: JP¥19.9b (down 24% from 3Q 2023). Profit margin: 8.5% (down from 11% in 3Q 2023). Revenue missed analyst estimates by 6.9%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Buy Or Sell Opportunity • Nov 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.6% to JP¥4,705. The fair value is estimated to be JP¥5,884, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.お知らせ • Oct 26Unicharm Corporation to Report Q3, 2024 Results on Nov 08, 2024Unicharm Corporation announced that they will report Q3, 2024 results on Nov 08, 2024Reported Earnings • Aug 08Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: JP¥37.07 (up from JP¥30.63 in 2Q 2023). Revenue: JP¥251.4b (up 7.9% from 2Q 2023). Net income: JP¥21.8b (up 20% from 2Q 2023). Profit margin: 8.7% (up from 7.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 1.7%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Declared Dividend • Aug 08First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th December 2024 Payment date: 7th March 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 24%.Buy Or Sell Opportunity • Aug 02Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥4,691. The fair value is estimated to be JP¥5,896, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 8.8%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.お知らせ • Jun 02Unicharm Corporation to Report Q2, 2024 Results on Aug 06, 2024Unicharm Corporation announced that they will report Q2, 2024 results on Aug 06, 2024Reported Earnings • May 08First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: JP¥30.21 (up from JP¥27.84 in 1Q 2023). Revenue: JP¥236.3b (up 7.0% from 1Q 2023). Net income: JP¥17.8b (up 7.9% from 1Q 2023). Profit margin: 7.5% (in line with 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.7%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.Declared Dividend • Apr 11Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th June 2024 Payment date: 4th September 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (21% 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. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 28Unicharm Corporation to Report Q1, 2024 Results on May 07, 2024Unicharm Corporation announced that they will report Q1, 2024 results on May 07, 2024Reported Earnings • Feb 09Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥145 (up from JP¥114 in FY 2022). Revenue: JP¥941.8b (up 4.9% from FY 2022). Net income: JP¥86.1b (up 27% from FY 2022). Profit margin: 9.1% (up from 7.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.5%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% 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 • Feb 08Unicharm Corporation (TSE:8113) announces an Equity Buyback for 4,500,000 shares, representing 0.76% for ¥19,000 million.Unicharm Corporation (TSE:8113) announces a share repurchase program. Under the program, the company will repurchase 4,500,000 shares, representing 0.76% of its share capital, for ¥19,000 million. The company will repurchase its shares in order to enable further return of profits to shareholders and execution of flexible capital policy in response to changes in the business environment. The program will run until December 19, 2024. As of December 31, 2023, the company had 590,228,546 shares issued shares (excluding treasury shares) and 30,605,773 shares in treasury.お知らせ • Feb 07+ 1 more updateUnicharm Corporation Provides Consolidated Earnings Guidance for the Full Fiscal Year Ending December 31, 2024Unicharm Corporation provided Consolidated earnings guidance for the full Fiscal Year Ending December 31, 2024. For the year, company expects Net Sales of JPY 1,006,000 million, Core Operating Income of JPY 144,000 million, Profit Attributable to Owners of Parent of JPY 90,000 million and Basic Earnings Per Share of JPY 152.48.お知らせ • Jan 12Unicharm Corporation, Annual General Meeting, Mar 27, 2024Unicharm Corporation, Annual General Meeting, Mar 27, 2024.Upcoming Dividend • Dec 21Upcoming dividend of JP¥20.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 06 March 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.2%).お知らせ • Dec 10Unicharm Corporation to Report Fiscal Year 2023 Results on Feb 07, 2024Unicharm Corporation announced that they will report fiscal year 2023 results on Feb 07, 2024Reported Earnings • Nov 08Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: JP¥44.55 (up from JP¥34.84 in 3Q 2022). Revenue: JP¥233.5b (flat on 3Q 2022). Net income: JP¥26.3b (up 27% from 3Q 2022). Profit margin: 11% (up from 8.9% in 3Q 2022). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) exceeded analyst estimates by 4.7%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 05Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥30.63 (up from JP¥25.04 in 2Q 2022). Revenue: JP¥233.1b (up 7.3% from 2Q 2022). Net income: JP¥18.2b (up 22% from 2Q 2022). Profit margin: 7.8% (up from 6.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 4.1%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 22Upcoming dividend of JP¥20.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 04 September 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.1%).お知らせ • Jun 01Unicharm Corporation (TSE:8113) entered into Share Transfer Instrument to acquire 5.85% stake in Unicharm (Thailand) Company Limited from Osotspa Public Company Limited (SET:OSP) for THB 3 billion.Unicharm Corporation (TSE:8113) entered into Share Transfer Instrument to acquire 5.85% stake in Unicharm (Thailand) Company Limited from Osotspa Public Company Limited (SET:OSP) for THB 3 billion on May 31, 2023. As part of transaction, 420,500 shares will be acquired.お知らせ • May 10+ 1 more updateUnicharm Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2023Unicharm Corporation provided consolidated earnings guidance for the Fiscal Year Ending December 31, 2023. For the period, the company expects net sales to be JPY 963,500 million, core operating income to be JPY 141,000 million, profit attributable to owners of the parent to be JPY 80,900 million, basic earnings per share to be JPY 136.37.Reported Earnings • May 09First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: JP¥27.84 (down from JP¥28.22 in 1Q 2022). Revenue: JP¥220.8b (up 8.1% from 1Q 2022). Net income: JP¥16.5b (down 1.8% from 1Q 2022). Profit margin: 7.5% (down from 8.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 50%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.Reported Earnings • Mar 31Full year 2022 earnings: Revenues in line with analyst expectationsFull year 2022 results: Revenue: JP¥898.0b (up 15% from FY 2021). Net income: JP¥67.6b (down 7.1% from FY 2021). Profit margin: 7.5% (down from 9.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 10Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥114 (down from JP¥122 in FY 2021). Revenue: JP¥898.0b (up 15% from FY 2021). Net income: JP¥67.6b (down 7.1% from FY 2021). Profit margin: 7.5% (down from 9.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Household Products industry in Japan. 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 11% per year.お知らせ • Feb 09+ 2 more updatesUnicharm Corporation (TSE:8113) announces an Equity Buyback for 3,900,000 shares, representing 0.63% for ¥17,000 million.Unicharm Corporation (TSE:8113) announces a share repurchase program. Under the program, the company will repurchase 3,900,000 shares, representing 0.63% of its share capital, for ¥17,000 million. The company will repurchase its shares in order to enable further return of profits to shareholders and execution of flexible capital policy in response to changes in the business environment. The program will run until December 21, 2023. As of December 31, 2022, the company had 620,834,319 shares outstanding (excluding treasury shares) and 27,560,827 shares in treasury.Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 07 March 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.1%).お知らせ • Dec 16+ 2 more updatesUnicharm Corporation to Report Q3, 2023 Results on Nov 07, 2023Unicharm Corporation announced that they will report Q3, 2023 results on Nov 07, 2023株主還元8113JP Household ProductsJP 市場7D6.5%3.7%1.0%1Y-5.4%2.5%43.9%株主還元を見る業界別リターン: 8113過去 1 年間で2.5 % の収益を上げたJP Household Products業界を下回りました。リターン対市場: 8113は、過去 1 年間で43.9 % のリターンを上げたJP市場を下回りました。価格変動Is 8113's price volatile compared to industry and market?8113 volatility8113 Average Weekly Movement3.7%Household Products Industry Average Movement2.8%Market Average Movement4.3%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.1%安定した株価: 8113 、 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: 8113の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト194116,542Takahisa Takaharawww.unicharm.co.jpユニ・チャーム株式会社は、ペットケア関連製品の製造・販売を日本および海外で行っている。同社はパーソナルケア、ペットケア、その他の分野で事業を展開している。ウェルネスケア、フェミニンケア、ベビー・育児用品、食品包装資材などを提供している。ナプキンタイプの尿とりパッド、パンツタイプの紙おむつ、テープタイプの紙おむつ、パンツタイプの専用尿とりパッド、テープタイプの専用尿とりパッドを「ライフリー」ブランドで、失禁ケア専用ライナーを「チャームナップ」ブランドで、布マスクとフェイシャルマスクを「ちょりったい」「ちょい快適マスク」ブランドで、ホームケア製品を「ウェーブ」ブランドで、キッチン用ペーパータオルを「クックアップ」ブランドで提供している。また、「ペット犬元気」、「ペット猫元気」、「グランデリ」、「ベストバランス」、「銀のスプーン」、「銀のプレート」、「オールウェル」、「フィジカライフ」のブランド名でペットフードを、「排泄ケアシート」、「紙おむつ」、「排泄ケアウェア」、「デオサンドシリーズ」、「デオトイレシステム」のブランド名で猫用排泄ケア用品を提供している。また、女性用ナプキン、タンポン、生理用ショーツ、パンティライナーなどのフェミニンケア製品を「ソフィ」「シルコット」ブランドで、ベビー用紙おむつを「ムーニー」「マミーポコ」「トレパンマン」「オヤスミンマン」ブランドで提供している。また、紙おむつのリサイクル事業も行っており、RefFブランドの製品も提供している。ユニ・チャーム株式会社は1941年に設立され、日本の港区に本社を置く。もっと見るUnicharm Corporation 基礎のまとめUnicharm の収益と売上を時価総額と比較するとどうか。8113 基礎統計学時価総額JP¥1.71t収益（TTM）JP¥60.06b売上高(TTM)JP¥951.93b28.4xPER（株価収益率1.8xP/Sレシオ8113 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8113 損益計算書（TTM）収益JP¥951.93b売上原価JP¥577.90b売上総利益JP¥374.03bその他の費用JP¥313.97b収益JP¥60.06b直近の収益報告Mar 31, 2026次回決算日Aug 05, 2026一株当たり利益（EPS）34.91グロス・マージン39.29%純利益率6.31%有利子負債／自己資本比率1.2%8113 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2.2%現在の配当利回り52%配当性向8113 配当は確実ですか？8113 配当履歴とベンチマークを見る8113 、いつまでに購入すれば配当金を受け取れますか？Unicharm 配当日配当落ち日Jun 29 2026配当支払日Sep 02 2026配当落ちまでの日数10 days配当支払日までの日数55 days8113 配当は確実ですか？8113 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2026/07/08 17:35終値2026/07/08 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Unicharm Corporation 13 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。25 アナリスト機関Mitsuko MiyasakoBarclaysKentaro HosodaBofA Global ResearchHiroki WatanabeCitigroup Inc22 その他のアナリストを表示
ライブニュース • Jul 04Unicharm Plans Full-Scale Launch Into Indian Pet Care Market Starting July 2026Unicharm plans to enter India’s pet care market in July 2026, expanding its pet care business in line with its goal of a “Cohesive Society” where people and pets live comfortably together. Management describes India as a promising emerging market, so this move broadens Unicharm’s geographic footprint and spreads its pet care exposure beyond existing regions. Unicharm’s stock trades at ¥959.80, with a 7.0% return year to date. This indicates the market has generally been receptive to the company’s progress so far in 2026. The main investor question is how effectively Unicharm can build scale and brand recognition in India’s pet care segment. Execution costs, competitive response and local consumer adoption will shape whether this expansion becomes a meaningful earnings and cash flow contributor over time.
お知らせ • Jun 27Unicharm Corporation to Report Q2, 2026 Results on Aug 05, 2026Unicharm Corporation announced that they will report Q2, 2026 results on Aug 05, 2026
Upcoming Dividend • Jun 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 02 September 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.9%). In line with average of industry peers (2.5%).
ライブニュース • May 17Unicharm Expands Into Brazil With Acquisition of Leading Pet Food Maker NutrireUnicharm has agreed to acquire 100% of Brazilian pet food maker Nutrire Indústria de Alimentos Ltda., marking its entry into Brazil’s pet care market. The move brings Unicharm into the world’s third-largest pet care market through a full-scale presence rather than via partnerships or partial stakes. The acquisition aligns with Unicharm’s 13th Mid-Term Management Plan, which highlights wellness and pet care as core growth drivers. This acquisition signals a clear push to expand Unicharm’s pet care footprint by adding a new geography that is already significant in global pet spending. Investors may want to watch for details on integration costs, synergy expectations, and how the Brazil business is reported within Unicharm’s wellness and pet care segment.
New Risk • May 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.3% Last year net profit margin: 9.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • May 09First quarter 2026 earnings: EPS in line with expectations, revenues disappointFirst quarter 2026 results: EPS: JP¥11.40 (down from JP¥14.18 in 1Q 2025). Revenue: JP¥234.2b (up 2.9% from 1Q 2025). Net income: JP¥19.8b (down 21% from 1Q 2025). Profit margin: 8.4% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
ライブニュース • Jul 04Unicharm Plans Full-Scale Launch Into Indian Pet Care Market Starting July 2026Unicharm plans to enter India’s pet care market in July 2026, expanding its pet care business in line with its goal of a “Cohesive Society” where people and pets live comfortably together. Management describes India as a promising emerging market, so this move broadens Unicharm’s geographic footprint and spreads its pet care exposure beyond existing regions. Unicharm’s stock trades at ¥959.80, with a 7.0% return year to date. This indicates the market has generally been receptive to the company’s progress so far in 2026. The main investor question is how effectively Unicharm can build scale and brand recognition in India’s pet care segment. Execution costs, competitive response and local consumer adoption will shape whether this expansion becomes a meaningful earnings and cash flow contributor over time.
お知らせ • Jun 27Unicharm Corporation to Report Q2, 2026 Results on Aug 05, 2026Unicharm Corporation announced that they will report Q2, 2026 results on Aug 05, 2026
Upcoming Dividend • Jun 22Upcoming dividend of JP¥11.00 per shareEligible shareholders must have bought the stock before 29 June 2026. Payment date: 02 September 2026. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.9%). In line with average of industry peers (2.5%).
ライブニュース • May 17Unicharm Expands Into Brazil With Acquisition of Leading Pet Food Maker NutrireUnicharm has agreed to acquire 100% of Brazilian pet food maker Nutrire Indústria de Alimentos Ltda., marking its entry into Brazil’s pet care market. The move brings Unicharm into the world’s third-largest pet care market through a full-scale presence rather than via partnerships or partial stakes. The acquisition aligns with Unicharm’s 13th Mid-Term Management Plan, which highlights wellness and pet care as core growth drivers. This acquisition signals a clear push to expand Unicharm’s pet care footprint by adding a new geography that is already significant in global pet spending. Investors may want to watch for details on integration costs, synergy expectations, and how the Brazil business is reported within Unicharm’s wellness and pet care segment.
New Risk • May 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 6.3% Last year net profit margin: 9.1% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • May 09First quarter 2026 earnings: EPS in line with expectations, revenues disappointFirst quarter 2026 results: EPS: JP¥11.40 (down from JP¥14.18 in 1Q 2025). Revenue: JP¥234.2b (up 2.9% from 1Q 2025). Net income: JP¥19.8b (down 21% from 1Q 2025). Profit margin: 8.4% (down from 11% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
お知らせ • May 09Unicharm Corporation to Report Q1, 2026 Results on May 08, 2026Unicharm Corporation announced that they will report Q1, 2026 results on May 08, 2026
Declared Dividend • Apr 11Final dividend of JP¥11.00 announcedShareholders will receive a dividend of JP¥11.00. Ex-date: 29th June 2026 Payment date: 2nd September 2026 Dividend yield will be 2.1%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (48% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Mar 27Unicharm Corporation Just Missed EPS By 22%: Here's What Analysts Think Will Happen NextInvestors in Unicharm Corporation ( TSE:8113 ) had a good week, as its shares rose 2.8% to close at JP¥945 following...
Reported Earnings • Mar 27Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥37.30 (down from JP¥46.41 in FY 2024). Revenue: JP¥945.3b (down 4.4% from FY 2024). Net income: JP¥65.2b (down 20% from FY 2024). Profit margin: 6.9% (down from 8.3% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 20% per year, which means it is significantly lagging earnings.
分析記事 • Feb 15Unicharm Corporation Just Missed EPS By 22%: Here's What Analysts Think Will Happen NextIt's been a good week for Unicharm Corporation ( TSE:8113 ) shareholders, because the company has just released its...
Reported Earnings • Feb 14Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: EPS: JP¥37.30 (down from JP¥46.41 in FY 2024). Revenue: JP¥945.3b (down 4.4% from FY 2024). Net income: JP¥65.2b (down 20% from FY 2024). Profit margin: 6.9% (down from 8.3% in FY 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.5%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
お知らせ • Feb 12+ 1 more updateUnicharm Corporation, Annual General Meeting, Mar 19, 2026Unicharm Corporation, Annual General Meeting, Mar 19, 2026.
お知らせ • Feb 07Unicharm Corporation Revises Consolidated Earnings Guidance for the Full Fiscal Year Ending December 31, 2025Unicharm Corporation revised Consolidated earnings guidance for the full Fiscal Year Ending December 31, 2025. For the year, the company now expects Net Sales of JPY 945,268 million, Core Operating Income of JPY 108,884 million, Profit Attributable to Owners of Parent of JPY 65,212 million and Basic Earnings Per Share of JPY 37.30 against previous guidance of Net Sales of JPY 974,000 million, Core Operating Income of JPY 120,000 million, Profit Attributable to Owners of Parent of JPY 85,100 million and Basic Earnings Per Share of JPY 48.68. In this revision of the financial forecasts, although net sales and core operating income performed better than expected in some regions such as North America and the Middle East, this was not enough to offset the struggles in China and Indonesia, resulting in a downward revision for the Company as a whole. The first factor is the feminine care business in China. Although there were signs of a temporary recovery from the impact of reputational damage that occurred in March 2025, new reputational damage occurred in October 2025. The impact of this lasted longer than expected, resulting in both sales and profits falling below the previous forecast. The second factor is Indonesia, where shipments were adjusted due to changes in distributors amidst a continued harsh business environment. In addition, profit before tax and profit attributable to owners of parent are expected to be significantly lower than the previous forecast. This is mainly due to the recording of an impairment loss of approximately JPY 6.0 billion on assets in the Asian region and a one-time charge associated with the revision of the GST (Goods and Services Tax) in India. Specifically, regarding the balance of paid GST (assets that can be used for input tax credits) previously recorded as assets by a local subsidiary, it has become difficult to offset a portion of it against future output GST or to receive refunds due to the impact of legal changes. As a result of a careful review of the recoverability of these assets, the Company has decided to record approximately JPY 6.9 billion as an evaluation loss under Other expenses.
分析記事 • Jan 24Unicharm Corporation (TSE:8113) Shares Could Be 40% Below Their Intrinsic Value EstimateKey Insights Using the 2 Stage Free Cash Flow to Equity, Unicharm fair value estimate is JP¥1,548 Unicharm is estimated...
Upcoming Dividend • Dec 22Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 27 February 2026. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.2%).
お知らせ • Dec 11Unicharm Corporation Accelerates Global Disposable Diaper Recycling with New Dry Washing MethodUnicharm Corporation has announced the development of an innovative new technology, the "Dry Washing Method," as part of its "RefF (Recycle for the Future)" disposable diaper recycling project. This pioneering method is set to open the path for disposable diaper recycling globally, particularly in water-scarce regions. The main technological breakthrough is the dramatic reduction of water consumption. The Dry Washing Method reduces water usage during the washing process to approximately 1/50th compared to conventional company methods. Previously, recycling disposable diapers required large amounts of water, creating a significant barrier in regions with poor water infrastructure or shortages. The Dry Washing Method resolves this by applying the fundamental concept of dry cleaning. It utilizes reusable solvents alongside unique sterilization and bleaching technologies to achieve hygienic processing while enabling dramatic water conservation. This makes it possible to transform "used disposable diapers" into "new resources" worldwide.
分析記事 • Dec 09We Think Unicharm (TSE:8113) Can Stay On Top Of Its DebtWarren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
分析記事 • Nov 23Unicharm (TSE:8113) Hasn't Managed To Accelerate Its ReturnsWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
お知らせ • Nov 09Unicharm Corporation to Report Fiscal Year 2025 Results on Feb 16, 2026Unicharm Corporation announced that they will report fiscal year 2025 results on Feb 16, 2026
Reported Earnings • Nov 08Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥10.84 (down from JP¥11.32 in 3Q 2024). Revenue: JP¥230.1b (down 1.8% from 3Q 2024). Net income: JP¥18.9b (down 5.1% from 3Q 2024). Profit margin: 8.2% (down from 8.5% in 3Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.9%. Earnings per share (EPS) exceeded analyst estimates by 14%. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings.
分析記事 • Oct 10Are Investors Undervaluing Unicharm Corporation (TSE:8113) By 49%?Key Insights Using the 2 Stage Free Cash Flow to Equity, Unicharm fair value estimate is JP¥1,898 Current share price...
分析記事 • Sep 25Unicharm Corporation's (TSE:8113) Share Price Not Quite Adding UpUnicharm Corporation's ( TSE:8113 ) price-to-earnings (or "P/E") ratio of 20.2x might make it look like a sell right...
Declared Dividend • Sep 03First half dividend of JP¥9.00 announcedShareholders will receive a dividend of JP¥9.00. Ex-date: 29th December 2025 Payment date: 27th February 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Aug 08Unicharm Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowTSE:8113 1 Year Share Price vs Fair Value Explore Unicharm's Fair Values from the Community and select yours Unicharm...
お知らせ • Aug 07Unicharm Corporation to Report Q3, 2025 Results on Nov 07, 2025Unicharm Corporation announced that they will report Q3, 2025 results on Nov 07, 2025
Reported Earnings • Aug 06Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: JP¥9.66 (down from JP¥12.35 in 2Q 2024). Revenue: JP¥236.7b (down 5.9% from 2Q 2024). Net income: JP¥16.9b (down 23% from 2Q 2024). Profit margin: 7.1% (down from 8.7% in 2Q 2024). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.9%. Earnings per share (EPS) also missed analyst estimates by 43%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings.
分析記事 • Jul 28Is Unicharm (TSE:8113) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' So it might be obvious that you need to...
Upcoming Dividend • Jun 20Upcoming dividend of JP¥9.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 03 September 2025. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (2.0%).
お知らせ • May 20Unicharm Corporation to Report Q2, 2025 Results on Aug 05, 2025Unicharm Corporation announced that they will report Q2, 2025 results on Aug 05, 2025
Reported Earnings • May 10First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: JP¥14.18 (up from JP¥10.07 in 1Q 2024). Revenue: JP¥227.5b (down 3.7% from 1Q 2024). Net income: JP¥24.9b (up 40% from 1Q 2024). Profit margin: 11% (up from 7.5% in 1Q 2024). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 7.5%. Earnings per share (EPS) exceeded analyst estimates by 20%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Declared Dividend • Apr 11Final dividend of JP¥9.00 announcedShareholders will receive a dividend of JP¥9.00. Ex-date: 27th June 2025 Payment date: 3rd September 2025 Dividend yield will be 2.5%, which is higher than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 45% over the next 3 years. However, it would need to fall by 68% to increase the payout ratio to a potentially unsustainable range.
Reported Earnings • Mar 27Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥139. Revenue: JP¥989.0b (up 5.0% from FY 2023). Net income: JP¥81.8b (down 4.9% from FY 2023). Profit margin: 8.3% (down from 9.1% 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 7.6%. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 4.7% growth forecast for the Household Products industry in Japan.
お知らせ • Mar 06Unicharm Corporation to Report Q1, 2025 Results on May 09, 2025Unicharm Corporation announced that they will report Q1, 2025 results on May 09, 2025
Reported Earnings • Feb 15Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥139. Revenue: JP¥989.0b (up 5.0% from FY 2023). Net income: JP¥81.8b (down 4.9% from FY 2023). Profit margin: 8.3% (down from 9.1% 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 7.6%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Household Products industry in Japan.
お知らせ • Feb 13+ 1 more updateUnicharm Corporation, Annual General Meeting, Mar 19, 2025Unicharm Corporation, Annual General Meeting, Mar 19, 2025.
お知らせ • Jan 03Unicharm Corporation to Report Fiscal Year 2024 Results on Feb 13, 2025Unicharm Corporation announced that they will report fiscal year 2024 results on Feb 13, 2025
Price Target Changed • Dec 27Price target decreased by 10% to JP¥1,512Down from JP¥1,686, the current price target is an average from 10 analysts. New target price is 16% above last closing price of JP¥1,307. Stock is down 23% over the past year. The company is forecast to post earnings per share of JP¥50.34 for next year compared to JP¥48.47 last year.
Upcoming Dividend • Dec 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 07 March 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.5%).
Price Target Changed • Nov 29Price target decreased by 8.2% to JP¥5,249Down from JP¥5,719, the current price target is an average from 10 analysts. New target price is 35% above last closing price of JP¥3,897. Stock is down 18% over the past year. The company is forecast to post earnings per share of JP¥154 for next year compared to JP¥145 last year.
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥3,930, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 23x in the Household Products industry in Japan. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥5,879 per share.
Reported Earnings • Nov 09Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: JP¥33.96 (down from JP¥44.55 in 3Q 2023). Revenue: JP¥234.3b (flat on 3Q 2023). Net income: JP¥19.9b (down 24% from 3Q 2023). Profit margin: 8.5% (down from 11% in 3Q 2023). Revenue missed analyst estimates by 6.9%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Buy Or Sell Opportunity • Nov 07Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.6% to JP¥4,705. The fair value is estimated to be JP¥5,884, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.1% over the last 3 years. Earnings per share has grown by 8.3%. For the next 3 years, revenue is forecast to grow by 6.3% per annum. Earnings are also forecast to grow by 8.9% per annum over the same time period.
お知らせ • Oct 26Unicharm Corporation to Report Q3, 2024 Results on Nov 08, 2024Unicharm Corporation announced that they will report Q3, 2024 results on Nov 08, 2024
Reported Earnings • Aug 08Second quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindSecond quarter 2024 results: EPS: JP¥37.07 (up from JP¥30.63 in 2Q 2023). Revenue: JP¥251.4b (up 7.9% from 2Q 2023). Net income: JP¥21.8b (up 20% from 2Q 2023). Profit margin: 8.7% (up from 7.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) missed analyst estimates by 1.7%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Aug 08First half dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th December 2024 Payment date: 7th March 2025 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 24%.
Buy Or Sell Opportunity • Aug 02Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥4,691. The fair value is estimated to be JP¥5,896, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.7% over the last 3 years. Earnings per share has grown by 8.8%. For the next 3 years, revenue is forecast to grow by 5.4% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period.
お知らせ • Jun 02Unicharm Corporation to Report Q2, 2024 Results on Aug 06, 2024Unicharm Corporation announced that they will report Q2, 2024 results on Aug 06, 2024
Reported Earnings • May 08First quarter 2024 earnings: EPS misses analyst expectationsFirst quarter 2024 results: EPS: JP¥30.21 (up from JP¥27.84 in 1Q 2023). Revenue: JP¥236.3b (up 7.0% from 1Q 2023). Net income: JP¥17.8b (up 7.9% from 1Q 2023). Profit margin: 7.5% (in line with 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 7.7%. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% per year whereas the company’s share price has increased by 5% per year.
Declared Dividend • Apr 11Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th June 2024 Payment date: 4th September 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (30% earnings payout ratio) and cash flows (21% 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. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 28Unicharm Corporation to Report Q1, 2024 Results on May 07, 2024Unicharm Corporation announced that they will report Q1, 2024 results on May 07, 2024
Reported Earnings • Feb 09Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥145 (up from JP¥114 in FY 2022). Revenue: JP¥941.8b (up 4.9% from FY 2022). Net income: JP¥86.1b (up 27% from FY 2022). Profit margin: 9.1% (up from 7.5% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.5%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 9% 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 • Feb 08Unicharm Corporation (TSE:8113) announces an Equity Buyback for 4,500,000 shares, representing 0.76% for ¥19,000 million.Unicharm Corporation (TSE:8113) announces a share repurchase program. Under the program, the company will repurchase 4,500,000 shares, representing 0.76% of its share capital, for ¥19,000 million. The company will repurchase its shares in order to enable further return of profits to shareholders and execution of flexible capital policy in response to changes in the business environment. The program will run until December 19, 2024. As of December 31, 2023, the company had 590,228,546 shares issued shares (excluding treasury shares) and 30,605,773 shares in treasury.
お知らせ • Feb 07+ 1 more updateUnicharm Corporation Provides Consolidated Earnings Guidance for the Full Fiscal Year Ending December 31, 2024Unicharm Corporation provided Consolidated earnings guidance for the full Fiscal Year Ending December 31, 2024. For the year, company expects Net Sales of JPY 1,006,000 million, Core Operating Income of JPY 144,000 million, Profit Attributable to Owners of Parent of JPY 90,000 million and Basic Earnings Per Share of JPY 152.48.
お知らせ • Jan 12Unicharm Corporation, Annual General Meeting, Mar 27, 2024Unicharm Corporation, Annual General Meeting, Mar 27, 2024.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥20.00 per share at 0.8% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 06 March 2024. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.2%).
お知らせ • Dec 10Unicharm Corporation to Report Fiscal Year 2023 Results on Feb 07, 2024Unicharm Corporation announced that they will report fiscal year 2023 results on Feb 07, 2024
Reported Earnings • Nov 08Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: JP¥44.55 (up from JP¥34.84 in 3Q 2022). Revenue: JP¥233.5b (flat on 3Q 2022). Net income: JP¥26.3b (up 27% from 3Q 2022). Profit margin: 11% (up from 8.9% in 3Q 2022). Revenue missed analyst estimates by 5.0%. Earnings per share (EPS) exceeded analyst estimates by 4.7%. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 05Second quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2023 results: EPS: JP¥30.63 (up from JP¥25.04 in 2Q 2022). Revenue: JP¥233.1b (up 7.3% from 2Q 2022). Net income: JP¥18.2b (up 22% from 2Q 2022). Profit margin: 7.8% (up from 6.9% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.6%. Earnings per share (EPS) exceeded analyst estimates by 4.1%. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥20.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 04 September 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (1.1%).
お知らせ • Jun 01Unicharm Corporation (TSE:8113) entered into Share Transfer Instrument to acquire 5.85% stake in Unicharm (Thailand) Company Limited from Osotspa Public Company Limited (SET:OSP) for THB 3 billion.Unicharm Corporation (TSE:8113) entered into Share Transfer Instrument to acquire 5.85% stake in Unicharm (Thailand) Company Limited from Osotspa Public Company Limited (SET:OSP) for THB 3 billion on May 31, 2023. As part of transaction, 420,500 shares will be acquired.
お知らせ • May 10+ 1 more updateUnicharm Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending December 31, 2023Unicharm Corporation provided consolidated earnings guidance for the Fiscal Year Ending December 31, 2023. For the period, the company expects net sales to be JPY 963,500 million, core operating income to be JPY 141,000 million, profit attributable to owners of the parent to be JPY 80,900 million, basic earnings per share to be JPY 136.37.
Reported Earnings • May 09First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: JP¥27.84 (down from JP¥28.22 in 1Q 2022). Revenue: JP¥220.8b (up 8.1% from 1Q 2022). Net income: JP¥16.5b (down 1.8% from 1Q 2022). Profit margin: 7.5% (down from 8.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) also missed analyst estimates by 50%. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year whereas the company’s share price has increased by 10% per year.
Reported Earnings • Mar 31Full year 2022 earnings: Revenues in line with analyst expectationsFull year 2022 results: Revenue: JP¥898.0b (up 15% from FY 2021). Net income: JP¥67.6b (down 7.1% from FY 2021). Profit margin: 7.5% (down from 9.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Household Products industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 10Full year 2022 earnings: EPS misses analyst expectationsFull year 2022 results: EPS: JP¥114 (down from JP¥122 in FY 2021). Revenue: JP¥898.0b (up 15% from FY 2021). Net income: JP¥67.6b (down 7.1% from FY 2021). Profit margin: 7.5% (down from 9.3% in FY 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Household Products industry in Japan. 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 11% per year.
お知らせ • Feb 09+ 2 more updatesUnicharm Corporation (TSE:8113) announces an Equity Buyback for 3,900,000 shares, representing 0.63% for ¥17,000 million.Unicharm Corporation (TSE:8113) announces a share repurchase program. Under the program, the company will repurchase 3,900,000 shares, representing 0.63% of its share capital, for ¥17,000 million. The company will repurchase its shares in order to enable further return of profits to shareholders and execution of flexible capital policy in response to changes in the business environment. The program will run until December 21, 2023. As of December 31, 2022, the company had 620,834,319 shares outstanding (excluding treasury shares) and 27,560,827 shares in treasury.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 07 March 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (1.1%).
お知らせ • Dec 16+ 2 more updatesUnicharm Corporation to Report Q3, 2023 Results on Nov 07, 2023Unicharm Corporation announced that they will report Q3, 2023 results on Nov 07, 2023
