View ValuationOkaya 将来の成長Future 基準チェック /16Okaya利益と収益がそれぞれ年間5.6%と2.6%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に6.4% 5.6%なると予測されています。主要情報5.6%収益成長率5.62%EPS成長率Metals and Mining 収益成長10.3%収益成長率2.6%将来の株主資本利益率6.40%アナリストカバレッジLow最終更新日13 Apr 2026今後の成長に関する最新情報Price Target Changed • 21hPrice target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,320. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.Price Target Changed • May 01Price target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,700. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.Price Target Changed • Feb 05Price target increased by 28% to JP¥8,700Up from JP¥6,800, the current price target is provided by 1 analyst. New target price is 10% below last closing price of JP¥9,700. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥1,642 for next year compared to JP¥1,407 last year.Price Target Changed • May 28Price target decreased by 11% to JP¥6,800Down from JP¥7,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥6,940. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥1,440 for next year compared to JP¥1,407 last year.Major Estimate Revision • May 01Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 2.8% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.4% to JP¥6,900 over the past week.Major Estimate Revision • Apr 25Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 3.2% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.1% to JP¥6,740 over the past week.すべての更新を表示Recent updatesPrice Target Changed • 21hPrice target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,320. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.Price Target Changed • May 01Price target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,700. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.Declared Dividend • Feb 25Dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.6%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% 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 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Feb 05Price target increased by 28% to JP¥8,700Up from JP¥6,800, the current price target is provided by 1 analyst. New target price is 10% below last closing price of JP¥9,700. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥1,642 for next year compared to JP¥1,407 last year.Reported Earnings • Dec 26Third quarter 2026 earnings released: EPS: JP¥390 (vs JP¥362 in 3Q 2025)Third quarter 2026 results: EPS: JP¥390 (up from JP¥362 in 3Q 2025). Revenue: JP¥292.7b (up 1.6% from 3Q 2025). Net income: JP¥7.51b (up 7.8% from 3Q 2025). Profit margin: 2.6% (up from 2.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Dec 25First half dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% 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.Declared Dividend • Jun 18Final dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 28th August 2025 Payment date: 31st October 2025 Dividend yield will be 2.2%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (10% 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 7.2% 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 9.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 04Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining 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 increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 28Price target decreased by 11% to JP¥6,800Down from JP¥7,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥6,940. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥1,440 for next year compared to JP¥1,407 last year.Major Estimate Revision • May 01Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 2.8% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.4% to JP¥6,900 over the past week.Major Estimate Revision • Apr 25Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 3.2% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.1% to JP¥6,740 over the past week.Reported Earnings • Apr 02Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 1.0% growth forecast for the Metals and Mining 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 increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Mar 06Price target decreased by 13% to JP¥7,600Down from JP¥8,750, the current price target is provided by 1 analyst. New target price is 9.0% above last closing price of JP¥6,970. Stock is up 3.2% over the past year. The company is forecast to post earnings per share of JP¥1,195 for next year compared to JP¥1,230 last year.Reported Earnings • Dec 28Third quarter 2025 earnings released: EPS: JP¥362 (vs JP¥345 in 3Q 2024)Third quarter 2025 results: EPS: JP¥362 (up from JP¥345 in 3Q 2024). Revenue: JP¥288.2b (up 4.7% from 3Q 2024). Net income: JP¥6.97b (up 4.9% from 3Q 2024). Profit margin: 2.4% (in line with 3Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.Price Target Changed • Nov 19Price target decreased by 13% to JP¥7,600Down from JP¥8,750, the current price target is provided by 1 analyst. New target price is 8.9% above last closing price of JP¥6,980. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥1,195 for next year compared to JP¥1,230 last year.Declared Dividend • Nov 19First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 6.1% 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 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Nov 01First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 6.1% 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 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Oct 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to JP¥7,030. The fair value is estimated to be JP¥8,799, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: JP¥2,824,500,000 (vs JP¥317 in 2Q 2024)Second quarter 2025 results: EPS: JP¥2,824,500,000. Revenue: JP¥255.9b (down 7.6% from 2Q 2024). Net income: JP¥5.65b (down 7.3% from 2Q 2024). Profit margin: 2.2% (in line with 2Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Japan.Declared Dividend • Oct 02First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.7%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 6.1% 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 10% over the next 3 years. However, it would need to fall by 91% to increase the payout ratio to a potentially unsustainable range.Buy Or Sell Opportunity • Sep 12Now 24% overvaluedOver the last 90 days, the stock has fallen 8.7% to JP¥7,670. The fair value is estimated to be JP¥6,177, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 8.6% in the next 2 years.Upcoming Dividend • Aug 22Upcoming dividend of JP¥135 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 31 October 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.2%).Buy Or Sell Opportunity • Aug 06Now 23% overvaluedOver the last 90 days, the stock has fallen 18% to JP¥14,600. The fair value is estimated to be JP¥11,903, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 8.6% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥14,000, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Japan. Total returns to shareholders of 58% over the past three years.Reported Earnings • Jun 28First quarter 2025 earnings released: EPS: JP¥701 (vs JP¥591 in 1Q 2024)First quarter 2025 results: EPS: JP¥701 (up from JP¥591 in 1Q 2024). Revenue: JP¥283.9b (up 6.1% from 1Q 2024). Net income: JP¥6.75b (up 19% from 1Q 2024). Profit margin: 2.4% (up from 2.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jun 06Final dividend of JP¥135 announcedShareholders will receive a dividend of JP¥135. Ex-date: 29th August 2024 Payment date: 31st October 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.4%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 6%.Price Target Changed • May 15Price target increased by 34% to JP¥17,500Up from JP¥13,100, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥18,300. Stock is up 79% over the past year. The company is forecast to post earnings per share of JP¥2,599 for next year compared to JP¥2,459 last year.お知らせ • Feb 02Okaya & Co., Ltd. (NSE:7485) acquired additional 24.1% stake in Koyo Materica Corporation.Okaya & Co., Ltd. (NSE:7485) acquired additional 24.1% stake in Koyo Materica Corporation on January 31, 2023. Okaya & Co., Ltd. (NSE:7485) completed the acquisition of additional 24.1% stake in Koyo Materica Corporation on January 31, 2023.お知らせ • Oct 14Okaya & Co., Ltd. (NSE:7485) agreed to acquire Business of Office Fa.Com Co.,Ltd. from Office Fa.Com Co.,Ltd.Okaya & Co., Ltd. (NSE:7485) agreed to acquire Business of Office Fa.Com Co.,Ltd. from Office Fa.Com Co.,Ltd. on October 12, 2022.お知らせ • Dec 01Okaya & Co., Ltd. (NSE:7485) acquired 41.1% stake in Ryoei Koki Co., Ltd.Okaya & Co., Ltd. (NSE:7485) acquired 41.1% stake in Ryoei Koki Co., Ltd. on November 29, 2021. The number of shares to be acquired were 56,104 shares. Okaya & Co., Ltd. (NSE:7485) completed the acquisition of Ryoei Koki Co., Ltd. on November 29, 2021.業績と収益の成長予測NSE:7485 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数2/28/20291,260,00036,5009,91534,91512/29/20281,240,00032,50039,42654,42612/28/20271,230,00032,0009,80626,38012/28/20261,155,77430,50640,97947,999N/A11/30/20251,157,18031,480N/AN/AN/A8/31/20251,152,60730,9372,42910,870N/A5/31/20251,114,61427,676N/AN/AN/A2/28/20251,121,76427,070-4,5374,489N/A11/30/20241,120,21724,601N/AN/AN/A8/31/20241,107,23124,27421,35429,426N/A5/31/20241,128,34524,718N/AN/AN/A2/29/20241,111,93423,65920,53326,555N/A11/30/20231,055,96123,324N/AN/AN/A8/31/20231,037,82524,0173985,335N/A5/31/20231,005,82524,358N/AN/AN/A2/28/2023962,01623,520-26,460-18,753N/A11/30/2022977,32522,447N/AN/AN/A8/31/2022971,11121,787-41,938-34,732N/A5/31/2022959,21919,825N/AN/AN/A2/28/2022960,80919,321-40,235-28,110N/A11/30/2021911,77718,736N/AN/AN/A8/31/2021854,17716,294-13,462-1,373N/A5/31/2021792,17514,024N/AN/AN/A2/28/2021760,44312,42917,42024,135N/A11/30/2020768,44712,524N/AN/AN/A8/31/2020796,09812,09019,70427,373N/A5/31/2020834,92813,523N/AN/AN/A2/29/2020875,62315,67029,80334,365N/A11/30/2019913,65616,024N/AN/AN/A8/31/2019935,25016,763N/A21,839N/A5/31/2019951,56016,983N/AN/AN/A2/28/2019948,59616,494N/A-832N/A11/30/2018932,49316,134N/AN/AN/A8/31/2018901,25715,850N/A-6,274N/A5/31/2018879,59915,653N/AN/AN/A2/28/2018851,42515,063N/A-5,250N/A11/30/2017830,04614,763N/AN/AN/A8/31/2017803,53913,603N/A4,171N/A5/31/2017774,27213,115N/AN/AN/A2/28/2017753,31111,611N/A11,531N/A11/30/2016727,54110,263N/AN/AN/A8/31/2016734,98410,607N/A25,365N/A5/31/2016757,68511,397N/AN/AN/A2/29/2016785,44312,888N/A19,232N/A11/30/2015814,69314,946N/AN/AN/A8/31/2015833,87914,652N/A985N/A5/31/2015826,64913,964N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 7485の予測収益成長率 (年間5.6% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 7485の収益 ( 5.6% ) JP市場 ( 8.9% ) よりも低い成長が予測されています。高成長収益: 7485の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 7485の収益 ( 2.6% ) JP市場 ( 5.2% ) よりも低い成長が予測されています。高い収益成長: 7485の収益 ( 2.6% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 7485の 自己資本利益率 は、3年後には低くなると予測されています ( 6.4 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/20 12:02終値2026/05/20 00:00収益2026/02/28年間収益2026/02/28データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Okaya & Co., Ltd. 1 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。1 アナリスト機関Seiji SugiuraTokai Tokyo Intelligence Laboratory Co., Ltd.
Price Target Changed • 21hPrice target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,320. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.
Price Target Changed • May 01Price target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,700. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.
Price Target Changed • Feb 05Price target increased by 28% to JP¥8,700Up from JP¥6,800, the current price target is provided by 1 analyst. New target price is 10% below last closing price of JP¥9,700. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥1,642 for next year compared to JP¥1,407 last year.
Price Target Changed • May 28Price target decreased by 11% to JP¥6,800Down from JP¥7,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥6,940. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥1,440 for next year compared to JP¥1,407 last year.
Major Estimate Revision • May 01Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 2.8% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.4% to JP¥6,900 over the past week.
Major Estimate Revision • Apr 25Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 3.2% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.1% to JP¥6,740 over the past week.
Price Target Changed • 21hPrice target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,320. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.
Price Target Changed • May 01Price target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,700. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.
Declared Dividend • Feb 25Dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.6%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% 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 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Feb 05Price target increased by 28% to JP¥8,700Up from JP¥6,800, the current price target is provided by 1 analyst. New target price is 10% below last closing price of JP¥9,700. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥1,642 for next year compared to JP¥1,407 last year.
Reported Earnings • Dec 26Third quarter 2026 earnings released: EPS: JP¥390 (vs JP¥362 in 3Q 2025)Third quarter 2026 results: EPS: JP¥390 (up from JP¥362 in 3Q 2025). Revenue: JP¥292.7b (up 1.6% from 3Q 2025). Net income: JP¥7.51b (up 7.8% from 3Q 2025). Profit margin: 2.6% (up from 2.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Dec 25First half dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% 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.
Declared Dividend • Jun 18Final dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 28th August 2025 Payment date: 31st October 2025 Dividend yield will be 2.2%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (10% 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 7.2% 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 9.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 04Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining 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 increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 28Price target decreased by 11% to JP¥6,800Down from JP¥7,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥6,940. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥1,440 for next year compared to JP¥1,407 last year.
Major Estimate Revision • May 01Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 2.8% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.4% to JP¥6,900 over the past week.
Major Estimate Revision • Apr 25Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 3.2% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.1% to JP¥6,740 over the past week.
Reported Earnings • Apr 02Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 1.0% growth forecast for the Metals and Mining 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 increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Mar 06Price target decreased by 13% to JP¥7,600Down from JP¥8,750, the current price target is provided by 1 analyst. New target price is 9.0% above last closing price of JP¥6,970. Stock is up 3.2% over the past year. The company is forecast to post earnings per share of JP¥1,195 for next year compared to JP¥1,230 last year.
Reported Earnings • Dec 28Third quarter 2025 earnings released: EPS: JP¥362 (vs JP¥345 in 3Q 2024)Third quarter 2025 results: EPS: JP¥362 (up from JP¥345 in 3Q 2024). Revenue: JP¥288.2b (up 4.7% from 3Q 2024). Net income: JP¥6.97b (up 4.9% from 3Q 2024). Profit margin: 2.4% (in line with 3Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.
Price Target Changed • Nov 19Price target decreased by 13% to JP¥7,600Down from JP¥8,750, the current price target is provided by 1 analyst. New target price is 8.9% above last closing price of JP¥6,980. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥1,195 for next year compared to JP¥1,230 last year.
Declared Dividend • Nov 19First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 6.1% 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 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Nov 01First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 6.1% 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 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Oct 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to JP¥7,030. The fair value is estimated to be JP¥8,799, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: JP¥2,824,500,000 (vs JP¥317 in 2Q 2024)Second quarter 2025 results: EPS: JP¥2,824,500,000. Revenue: JP¥255.9b (down 7.6% from 2Q 2024). Net income: JP¥5.65b (down 7.3% from 2Q 2024). Profit margin: 2.2% (in line with 2Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Japan.
Declared Dividend • Oct 02First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.7%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 6.1% 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 10% over the next 3 years. However, it would need to fall by 91% to increase the payout ratio to a potentially unsustainable range.
Buy Or Sell Opportunity • Sep 12Now 24% overvaluedOver the last 90 days, the stock has fallen 8.7% to JP¥7,670. The fair value is estimated to be JP¥6,177, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 8.6% in the next 2 years.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥135 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 31 October 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.2%).
Buy Or Sell Opportunity • Aug 06Now 23% overvaluedOver the last 90 days, the stock has fallen 18% to JP¥14,600. The fair value is estimated to be JP¥11,903, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 8.6% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥14,000, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Japan. Total returns to shareholders of 58% over the past three years.
Reported Earnings • Jun 28First quarter 2025 earnings released: EPS: JP¥701 (vs JP¥591 in 1Q 2024)First quarter 2025 results: EPS: JP¥701 (up from JP¥591 in 1Q 2024). Revenue: JP¥283.9b (up 6.1% from 1Q 2024). Net income: JP¥6.75b (up 19% from 1Q 2024). Profit margin: 2.4% (up from 2.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jun 06Final dividend of JP¥135 announcedShareholders will receive a dividend of JP¥135. Ex-date: 29th August 2024 Payment date: 31st October 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.4%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 6%.
Price Target Changed • May 15Price target increased by 34% to JP¥17,500Up from JP¥13,100, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥18,300. Stock is up 79% over the past year. The company is forecast to post earnings per share of JP¥2,599 for next year compared to JP¥2,459 last year.
お知らせ • Feb 02Okaya & Co., Ltd. (NSE:7485) acquired additional 24.1% stake in Koyo Materica Corporation.Okaya & Co., Ltd. (NSE:7485) acquired additional 24.1% stake in Koyo Materica Corporation on January 31, 2023. Okaya & Co., Ltd. (NSE:7485) completed the acquisition of additional 24.1% stake in Koyo Materica Corporation on January 31, 2023.
お知らせ • Oct 14Okaya & Co., Ltd. (NSE:7485) agreed to acquire Business of Office Fa.Com Co.,Ltd. from Office Fa.Com Co.,Ltd.Okaya & Co., Ltd. (NSE:7485) agreed to acquire Business of Office Fa.Com Co.,Ltd. from Office Fa.Com Co.,Ltd. on October 12, 2022.
お知らせ • Dec 01Okaya & Co., Ltd. (NSE:7485) acquired 41.1% stake in Ryoei Koki Co., Ltd.Okaya & Co., Ltd. (NSE:7485) acquired 41.1% stake in Ryoei Koki Co., Ltd. on November 29, 2021. The number of shares to be acquired were 56,104 shares. Okaya & Co., Ltd. (NSE:7485) completed the acquisition of Ryoei Koki Co., Ltd. on November 29, 2021.