View Future GrowthTayca 過去の業績過去 基準チェック /06Taycaの収益は年間平均-12.5%の割合で減少していますが、 Chemicals業界の収益は年間 増加しています。収益は年間5.4% 6.2%割合で 増加しています。主要情報-12.49%収益成長率-12.29%EPS成長率Chemicals 業界の成長6.58%収益成長率6.24%株主資本利益率-1.37%ネット・マージン-1.53%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • May 15Full year 2026 earnings released: JP¥38.46 loss per share (vs JP¥105 profit in FY 2025)Full year 2026 results: JP¥38.46 loss per share (down from JP¥105 profit in FY 2025). Revenue: JP¥57.4b (up 2.9% from FY 2025). Net loss: JP¥878.0m (down 136% from profit in FY 2025). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • May 09Tayca Corporation to Report Fiscal Year 2026 Results on May 13, 2026Tayca Corporation announced that they will report fiscal year 2026 results on May 13, 2026Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥8.63 (vs JP¥28.08 in 3Q 2025)Third quarter 2026 results: EPS: JP¥8.63 (down from JP¥28.08 in 3Q 2025). Revenue: JP¥14.8b (up 12% from 3Q 2025). Net income: JP¥197.0m (down 70% from 3Q 2025). Profit margin: 1.3% (down from 4.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Nov 29Tayca Corporation to Report Q3, 2026 Results on Feb 06, 2026Tayca Corporation announced that they will report Q3, 2026 results on Feb 06, 2026Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥13.10 (vs JP¥21.72 in 2Q 2025)Second quarter 2026 results: EPS: JP¥13.10 (down from JP¥21.72 in 2Q 2025). Revenue: JP¥13.4b (down 6.8% from 2Q 2025). Net income: JP¥299.0m (down 40% from 2Q 2025). Profit margin: 2.2% (down from 3.5% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Sep 02Tayca Corporation to Report Q2, 2026 Results on Nov 12, 2025Tayca Corporation announced that they will report Q2, 2026 results on Nov 12, 2025すべての更新を表示Recent updatesReported Earnings • May 15Full year 2026 earnings released: JP¥38.46 loss per share (vs JP¥105 profit in FY 2025)Full year 2026 results: JP¥38.46 loss per share (down from JP¥105 profit in FY 2025). Revenue: JP¥57.4b (up 2.9% from FY 2025). Net loss: JP¥878.0m (down 136% from profit in FY 2025). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • May 14Tayca Corporation (TSE:4027) announces an Equity Buyback for 1,500,000 shares, representing 6.57% for ¥2,500 million.Tayca Corporation (TSE:4027) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 6.57% of its total shares outstanding excluding treasury shares, for a total of ¥2,500 million. The purpose of repurchase program is to improve capital efficiency and enhance shareholder returns. The repurchase program is valid till March 19, 2027. As of March 31, 2026, the company had 22,830,807 shares outstanding excluding treasury shares and had 1,083,607 shares in treasury.お知らせ • May 13Tayca Corporation, Annual General Meeting, Jun 24, 2026Tayca Corporation, Annual General Meeting, Jun 24, 2026.お知らせ • May 09Tayca Corporation to Report Fiscal Year 2026 Results on May 13, 2026Tayca Corporation announced that they will report fiscal year 2026 results on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.6% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.8% average weekly change). Profit margins are more than 30% lower than last year (2.8% net profit margin).分析記事 • Feb 10Subdued Growth No Barrier To Tayca Corporation (TSE:4027) With Shares Advancing 33%Tayca Corporation ( TSE:4027 ) shareholders would be excited to see that the share price has had a great month, posting...分析記事 • Feb 09Tayca's (TSE:4027) Upcoming Dividend Will Be Larger Than Last Year'sTayca Corporation ( TSE:4027 ) has announced that it will be increasing its periodic dividend on the 9th of June to...Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥8.63 (vs JP¥28.08 in 3Q 2025)Third quarter 2026 results: EPS: JP¥8.63 (down from JP¥28.08 in 3Q 2025). Revenue: JP¥14.8b (up 12% from 3Q 2025). Net income: JP¥197.0m (down 70% from 3Q 2025). Profit margin: 1.3% (down from 4.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.New Risk • Feb 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 5.3% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.6% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.8% net profit margin).Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,469, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 31% over the past three years.Declared Dividend • Dec 03First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 3.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (23% 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 9.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 75% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.1% EPS decline seen over the last 5 years.お知らせ • Nov 29Tayca Corporation to Report Q3, 2026 Results on Feb 06, 2026Tayca Corporation announced that they will report Q3, 2026 results on Feb 06, 2026Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥13.10 (vs JP¥21.72 in 2Q 2025)Second quarter 2026 results: EPS: JP¥13.10 (down from JP¥21.72 in 2Q 2025). Revenue: JP¥13.4b (down 6.8% from 2Q 2025). Net income: JP¥299.0m (down 40% from 2Q 2025). Profit margin: 2.2% (down from 3.5% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.お知らせ • Nov 12Tayca Corporation Announces Second Quarter-End Dividend for the Fiscal Year Ending March 31, 2026, Payable on December 2, 2025Tayca Corporation announced second quarter-end dividend of JPY 20.00 per share for the fiscal year ending March 31, 2026 compared to JPY 18.00 per share a year ago. Scheduled date to commence dividend payments: December 2, 2025.Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).お知らせ • Sep 02Tayca Corporation to Report Q2, 2026 Results on Nov 12, 2025Tayca Corporation announced that they will report Q2, 2026 results on Nov 12, 2025Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥32.78 (vs JP¥42.06 in 1Q 2025)First quarter 2026 results: EPS: JP¥32.78 (down from JP¥42.06 in 1Q 2025). Revenue: JP¥13.7b (flat on 1Q 2025). Net income: JP¥748.0m (down 23% from 1Q 2025). Profit margin: 5.5% (down from 7.1% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Declared Dividend • Jul 09Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 3.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (31% 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 9.0% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 66% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.3% EPS decline seen over the last 5 years.お知らせ • May 31Tayca Corporation to Report Q1, 2026 Results on Aug 08, 2025Tayca Corporation announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥105 (vs JP¥80.57 in FY 2024)Full year 2025 results: EPS: JP¥105 (up from JP¥80.57 in FY 2024). Revenue: JP¥55.7b (up 5.2% from FY 2024). Net income: JP¥2.42b (up 30% from FY 2024). Profit margin: 4.3% (up from 3.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • May 14Tayca Corporation, Annual General Meeting, Jun 25, 2025Tayca Corporation, Annual General Meeting, Jun 25, 2025.分析記事 • Apr 07Little Excitement Around Tayca Corporation's (TSE:4027) Earnings As Shares Take 30% PoundingTayca Corporation ( TSE:4027 ) shareholders that were waiting for something to happen have been dealt a blow with a 30...New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.4% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.7% average weekly change).Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,161, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 11x in the Chemicals industry in Japan. Negligible returns to shareholders over past three years.お知らせ • Mar 29Tayca Corporation to Report Fiscal Year 2025 Results on May 14, 2025Tayca Corporation announced that they will report fiscal year 2025 results on May 14, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 10 June 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.6%).分析記事 • Mar 19Tayca (TSE:4027) Is Due To Pay A Dividend Of ¥20.00Tayca Corporation ( TSE:4027 ) has announced that it will pay a dividend of ¥20.00 per share on the 10th of June. This...Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥28.08 (vs JP¥1.17 in 3Q 2024)Third quarter 2025 results: EPS: JP¥28.08 (up from JP¥1.17 in 3Q 2024). Revenue: JP¥13.3b (flat on 3Q 2024). Net income: JP¥645.0m (up JP¥618.0m from 3Q 2024). Profit margin: 4.9% (up from 0.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.分析記事 • Dec 18Tayca's (TSE:4027) Dividend Will Be ¥20.00The board of Tayca Corporation ( TSE:4027 ) has announced that it will pay a dividend of ¥20.00 per share on the 10th...お知らせ • Dec 10Tayca Corporation to Report Q3, 2025 Results on Feb 07, 2025Tayca Corporation announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Dec 04Tayca's (TSE:4027) Dividend Will Be ¥20.00The board of Tayca Corporation ( TSE:4027 ) has announced that it will pay a dividend of ¥20.00 per share on the 10th...Declared Dividend • Dec 04First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 10th June 2025 Dividend yield will be 2.4%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 77% to shift the payout ratio to a potentially unsustainable range, which is more than the 9.8% EPS decline seen over the last 5 years.Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥21.72 (vs JP¥20.75 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.72 (up from JP¥20.75 in 2Q 2024). Revenue: JP¥14.3b (up 6.3% from 2Q 2024). Net income: JP¥500.0m (up 4.0% from 2Q 2024). Profit margin: 3.5% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Nov 08Tayca Corporation Announces Dividend for the Second Quarter of Year Ending March 31, 2025, Payable on December 3, 2024 and Provides Dividend Guidance for the Fiscal Year Ending March 31, 2025Tayca Corporation announced the dividend of JPY 18.00 per share for the second quarter of Year ending March 31, 2025, payable on December 3, 2024 against JPY 18.00 per share a year ago. Provides dividend guidance for the fiscal Year ending March 31, 2025. For the year, the company expects dividend of JPY 20.00 per share against JPY 20.00 per share a year ago.お知らせ • Nov 07Tayca Corporation (TSE:4027) announces an Equity Buyback for 200,000 shares, representing 0.87% for ¥400 million.Tayca Corporation (TSE:4027) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.87% of its total shares outstanding excluding treasury shares, for a total of ¥400 million. The purpose of repurchase program is to improve capital efficiency and enhance shareholder returns. The repurchase program is valid till March 21, 2025. As of September 30, 2024, the company had 23,018,922 shares outstanding excluding treasury shares and had 1,395,492 shares in treasury.分析記事 • Sep 22Tayca's (TSE:4027) Dividend Will Be ¥18.00Tayca Corporation's ( TSE:4027 ) investors are due to receive a payment of ¥18.00 per share on 4th of December. This...Upcoming Dividend • Sep 20Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.4%).分析記事 • Sep 04Tayca Corporation's (TSE:4027) Shares Climb 27% But Its Business Is Yet to Catch UpTayca Corporation ( TSE:4027 ) shareholders would be excited to see that the share price has had a great month, posting...分析記事 • Aug 30Tayca (TSE:4027) Has Announced A Dividend Of ¥18.00The board of Tayca Corporation ( TSE:4027 ) has announced that it will pay a dividend of ¥18.00 per share on the 4th of...お知らせ • Aug 27Tayca Corporation to Report Q2, 2025 Results on Nov 07, 2024Tayca Corporation announced that they will report Q2, 2025 results on Nov 07, 2024分析記事 • Aug 16Tayca (TSE:4027) Is Due To Pay A Dividend Of ¥18.00The board of Tayca Corporation ( TSE:4027 ) has announced that it will pay a dividend on the 4th of December, with...Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥42.06 (vs JP¥27.88 in 1Q 2024)First quarter 2025 results: EPS: JP¥42.06 (up from JP¥27.88 in 1Q 2024). Revenue: JP¥13.6b (flat on 1Q 2024). Net income: JP¥968.0m (up 50% from 1Q 2024). Profit margin: 7.1% (up from 4.8% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.分析記事 • Aug 12Here's What's Concerning About Tayca's (TSE:4027) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change). Profit margins are more than 30% lower than last year (3.5% net profit margin).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,301, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 15% over the past three years.分析記事 • Jul 25Tayca (TSE:4027) Is Paying Out A Dividend Of ¥18.00Tayca Corporation's ( TSE:4027 ) investors are due to receive a payment of ¥18.00 per share on 4th of December. This...分析記事 • Jul 11Tayca (TSE:4027) Is Due To Pay A Dividend Of ¥18.00Tayca Corporation ( TSE:4027 ) has announced that it will pay a dividend of ¥18.00 per share on the 4th of December...Declared Dividend • Jul 11Final dividend of JP¥18.00 announcedDividend of JP¥18.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 10% to shift the payout ratio to a potentially unsustainable range, which is less than the 14% EPS decline seen over the last 5 years.お知らせ • Jun 10Tayca Corporation to Report Q1, 2025 Results on Aug 09, 2024Tayca Corporation announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥80.57 (vs JP¥129 in FY 2023)Full year 2024 results: EPS: JP¥80.57 (down from JP¥129 in FY 2023). Revenue: JP¥53.0b (down 3.2% from FY 2023). Net income: JP¥1.87b (down 38% from FY 2023). Profit margin: 3.5% (down from 5.5% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.お知らせ • May 12Tayca Corporation, Annual General Meeting, Jun 26, 2024Tayca Corporation, Annual General Meeting, Jun 26, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is on the higher end at 81% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).分析記事 • Mar 17Tayca Corporation's (TSE:4027) 25% Share Price Surge Not Quite Adding UpTayca Corporation ( TSE:4027 ) shareholders have had their patience rewarded with a 25% share price jump in the last...お知らせ • Mar 02Tayca Corporation to Report Fiscal Year 2024 Results on May 10, 2024Tayca Corporation announced that they will report fiscal year 2024 results on May 10, 2024Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥1.17 (vs JP¥18.38 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.17 (down from JP¥18.38 in 3Q 2023). Revenue: JP¥13.4b (down 7.9% from 3Q 2023). Net income: JP¥27.0m (down 94% from 3Q 2023). Profit margin: 0.2% (down from 2.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.お知らせ • Dec 28Tayca Corporation to Report Q3, 2024 Results on Feb 07, 2024Tayca Corporation announced that they will report Q3, 2024 results on Feb 07, 2024Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥20.75 (vs JP¥39.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.75 (down from JP¥39.35 in 2Q 2023). Revenue: JP¥13.5b (down 7.0% from 2Q 2023). Net income: JP¥481.0m (down 47% from 2Q 2023). Profit margin: 3.6% (down from 6.3% in 2Q 2023). The decrease in margin was driven by lower revenue. 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 2% per year, which means it is significantly lagging earnings.お知らせ • Nov 09Tayca Corporation Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Tayca Corporation provided consolidated earnings guidance for the full year ending March 31, 2024. The company expects net sales of JPY 56,000 million for the full year. Operating profit of JPY 2,400 million. profit attributable to owners of parents of JPY 1,700 million. earnings per share of JPY 73.35.New Risk • Nov 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.5% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (4.3% net profit margin).Valuation Update With 7 Day Price Move • Nov 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,407, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 4.1% over the past three years.Upcoming Dividend • Sep 21Upcoming dividend of JP¥18.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).お知らせ • Aug 30Tayca Corporation to Report Q2, 2024 Results on Nov 08, 2023Tayca Corporation announced that they will report Q2, 2024 results on Nov 08, 2023New Risk • Aug 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.3% Last year net profit margin: 6.5% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.5% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.3% net profit margin).Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥27.88 (vs JP¥54.07 in 1Q 2023)First quarter 2024 results: EPS: JP¥27.88 (down from JP¥54.07 in 1Q 2023). Revenue: JP¥13.6b (up 2.6% from 1Q 2023). Net income: JP¥646.0m (down 48% from 1Q 2023). Profit margin: 4.8% (down from 9.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.お知らせ • May 28Tayca Corporation to Report Q1, 2024 Results on Aug 09, 2023Tayca Corporation announced that they will report Q1, 2024 results on Aug 09, 2023お知らせ • May 13+ 2 more updatesTayca Corporation Provides Dividend Guidance for Year Ending March 31, 2024Tayca Corporation provided dividend guidance for year ending March 31, 2024. For the period the company expects the dividend of JPY 20 per share.お知らせ • May 12Tayca Corporation, Annual General Meeting, Jun 27, 2023Tayca Corporation, Annual General Meeting, Jun 27, 2023.Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥129 (vs JP¥123 in FY 2022)Full year 2023 results: EPS: JP¥129 (up from JP¥123 in FY 2022). Revenue: JP¥54.8b (up 18% from FY 2022). Net income: JP¥2.99b (up 5.0% from FY 2022). Profit margin: 5.5% (down from 6.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥18.38 (vs JP¥30.16 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.38 (down from JP¥30.16 in 3Q 2022). Revenue: JP¥14.5b (up 25% from 3Q 2022). Net income: JP¥426.0m (down 39% from 3Q 2022). Profit margin: 2.9% (down from 6.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.お知らせ • Feb 09+ 1 more updateTayca Corporation Provides Dividend Guidance for the Full Year Ending March 31, 2023Tayca Corporation provides dividend guidance for the full year ending March 31, 2023. The company expects to pay JPY 18.00 against JPY 18.00 reported a year ago.お知らせ • Dec 28Tayca Corporation to Report Q3, 2023 Results on Feb 08, 2023Tayca Corporation announced that they will report Q3, 2023 results on Feb 08, 2023Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: JP¥39.35 (vs JP¥30.64 in 2Q 2022)Second quarter 2023 results: EPS: JP¥39.35 (up from JP¥30.64 in 2Q 2022). Revenue: JP¥14.5b (up 29% from 2Q 2022). Net income: JP¥912.0m (up 28% from 2Q 2022). Profit margin: 6.3% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 13% per year.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. 4 independent directors (8 non-independent directors). Independent External Director Hitoshi Tanaka was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Nov 11+ 1 more updateTayca Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Tayca Corporation provided consolidated earnings guidance for the year ending March 31, 2023. For the period, the company expects net sales of ¥54,000 million, Operating income of ¥3,900 million, Profit attributable to owners of parent of ¥2,900 million or ¥125.13 per share.Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥39.35 (vs JP¥30.64 in 2Q 2022)Second quarter 2023 results: EPS: JP¥39.35 (up from JP¥30.64 in 2Q 2022). Revenue: JP¥14.5b (up 29% from 2Q 2022). Net income: JP¥912.0m (up 28% from 2Q 2022). Profit margin: 6.3% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 13% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).お知らせ • Aug 28Tayca Corporation to Report Q2, 2023 Results on Nov 09, 2022Tayca Corporation announced that they will report Q2, 2023 results on Nov 09, 2022お知らせ • Aug 18+ 1 more updateTayca Corporation Provides Consolidated Earnings Guidance for Six Months Ending September 30, 2022 and for Full Year of 2023Tayca Corporation provided consolidated earnings guidance for six months ending September 30, 2022 and for full year of 2023. For the six months, The company expects net sales of JPY 26,000 million, operating profit of JPY 2,000 million, profit attributable to owners of parent of JPY 1,500 million and earnings per share of JPY 64.72.For the full year, The company expects net sales of JPY 54,000 million, operating profit of JPY 3,900 million, profit attributable to owners of parent of JPY 2,900 million and earnings per share of JPY 125.13.Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥54.07 (vs JP¥39.01 in 1Q 2022)First quarter 2023 results: EPS: JP¥54.07 (up from JP¥39.01 in 1Q 2022). Revenue: JP¥13.3b (up 23% from 1Q 2022). Net income: JP¥1.25b (up 39% from 1Q 2022). Profit margin: 9.5% (up from 8.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 13% per year.お知らせ • Jul 01Tayca Corporation to Report Q1, 2023 Results on Aug 10, 2022Tayca Corporation announced that they will report Q1, 2023 results on Aug 10, 2022Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥123 (vs JP¥83.15 in FY 2021)Full year 2022 results: EPS: JP¥123 (up from JP¥83.15 in FY 2021). Revenue: JP¥46.4b (up 21% from FY 2021). Net income: JP¥2.85b (up 48% from FY 2021). Profit margin: 6.1% (up from 5.0% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year and the company’s share price has also fallen by 19% per year.お知らせ • May 13+ 3 more updatesTayca Corporation, Annual General Meeting, Jun 28, 2022Tayca Corporation, Annual General Meeting, Jun 28, 2022.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. 4 independent directors (6 non-independent directors). Independent External Director Hitoshi Tanaka was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08Tayca Corporation to Report Fiscal Year 2022 Results on May 11, 2022Tayca Corporation announced that they will report fiscal year 2022 results on May 11, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 29% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.6%).お知らせ • Feb 10Tayca Corporation Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2022Tayca Corporation provided consolidated earnings guidance for the full year ending March 31, 2022. For the full year, the company expects net sales of JPY 46,700 million, operating profit of JPY 3,400 million, profit attributable to owners of parent of JPY 2,800 million and earnings per share of JPY 120.82.Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥30.16 (up from JP¥15.10 in 3Q 2021). Revenue: JP¥11.7b (up 28% from 3Q 2021). Net income: JP¥699.0m (up 100% from 3Q 2021). Profit margin: 6.0% (up from 3.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥30.64 (vs JP¥2.20 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥11.3b (up 22% from 2Q 2021). Net income: JP¥710.0m (up JP¥659.0m from 2Q 2021). Profit margin: 6.3% (up from 0.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 14% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥39.01 (vs JP¥39.39 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥10.8b (up 7.2% from 1Q 2021). Net income: JP¥904.0m (down 1.0% from 1Q 2021). Profit margin: 8.4% (down from 9.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.収支内訳Tayca の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:4027 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 2657,373-8786,817031 Dec 2556,3711,5535,3191,10030 Sep 2554,8362,0015,2761,10030 Jun 2555,8102,2025,3031,10031 Mar 2555,7372,4225,2171,10031 Dec 2453,7522,8255,0781,04630 Sep 2453,8522,2075,0411,04630 Jun 2453,0062,1886,328031 Mar 2452,9931,8665,0201,04631 Dec 2352,9591,5495,05399630 Sep 2354,1041,9485,06199630 Jun 2355,1152,3795,02499631 Mar 2354,7732,9864,93499631 Dec 2254,9443,1235,10292930 Sep 2252,0893,3964,99092930 Jun 2248,8493,1944,88792931 Mar 2246,3622,8454,82992931 Dec 2143,7292,9264,7521,10130 Sep 2141,1742,5774,7111,10130 Jun 2139,1231,9184,7171,10131 Mar 2138,4021,9274,7771,10131 Dec 2039,9842,1894,9801,02930 Sep 2042,2252,7825,1451,02930 Jun 2043,9473,6515,2421,02931 Mar 2045,4353,8305,2931,02931 Dec 1945,4703,8885,24097130 Sep 1946,4713,7665,21997130 Jun 1947,0123,7865,13497131 Mar 1947,3854,0075,08597131 Dec 1846,6903,3195,2561,06930 Sep 1845,1443,5485,0411,06930 Jun 1843,9393,8004,9381,06931 Mar 1842,5213,6244,8111,06931 Dec 1742,0214,4334,3971,10430 Sep 1740,7364,5024,3431,10430 Jun 1739,3804,2014,3061,10431 Mar 1738,2414,0704,2081,10431 Dec 1637,2113,7684,1671,07430 Sep 1636,5903,4394,1051,07430 Jun 1636,7553,3044,0301,07431 Mar 1636,6183,2183,9771,07431 Dec 1536,7582,9883,9451,05730 Sep 1537,4182,8393,9401,05730 Jun 1537,1382,5883,8621,057質の高い収益: 4027は現在利益が出ていません。利益率の向上: 4027は現在利益が出ていません。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 4027は利益が出ておらず、過去 5 年間で損失は年間12.5%の割合で増加しています。成長の加速: 4027の過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。収益対業界: 4027は利益が出ていないため、過去 1 年間の収益成長をChemicals業界 ( 10.7% ) と比較することは困難です。株主資本利益率高いROE: 4027は現在利益が出ていないため、自己資本利益率 ( -1.37% ) はマイナスです。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/05/22 10:57終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Tayca Corporation 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。1 アナリスト機関Katsuhiko IshibashiIchiyoshi Research Institute Inc.
Reported Earnings • May 15Full year 2026 earnings released: JP¥38.46 loss per share (vs JP¥105 profit in FY 2025)Full year 2026 results: JP¥38.46 loss per share (down from JP¥105 profit in FY 2025). Revenue: JP¥57.4b (up 2.9% from FY 2025). Net loss: JP¥878.0m (down 136% from profit in FY 2025). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • May 09Tayca Corporation to Report Fiscal Year 2026 Results on May 13, 2026Tayca Corporation announced that they will report fiscal year 2026 results on May 13, 2026
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥8.63 (vs JP¥28.08 in 3Q 2025)Third quarter 2026 results: EPS: JP¥8.63 (down from JP¥28.08 in 3Q 2025). Revenue: JP¥14.8b (up 12% from 3Q 2025). Net income: JP¥197.0m (down 70% from 3Q 2025). Profit margin: 1.3% (down from 4.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Nov 29Tayca Corporation to Report Q3, 2026 Results on Feb 06, 2026Tayca Corporation announced that they will report Q3, 2026 results on Feb 06, 2026
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥13.10 (vs JP¥21.72 in 2Q 2025)Second quarter 2026 results: EPS: JP¥13.10 (down from JP¥21.72 in 2Q 2025). Revenue: JP¥13.4b (down 6.8% from 2Q 2025). Net income: JP¥299.0m (down 40% from 2Q 2025). Profit margin: 2.2% (down from 3.5% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Sep 02Tayca Corporation to Report Q2, 2026 Results on Nov 12, 2025Tayca Corporation announced that they will report Q2, 2026 results on Nov 12, 2025
Reported Earnings • May 15Full year 2026 earnings released: JP¥38.46 loss per share (vs JP¥105 profit in FY 2025)Full year 2026 results: JP¥38.46 loss per share (down from JP¥105 profit in FY 2025). Revenue: JP¥57.4b (up 2.9% from FY 2025). Net loss: JP¥878.0m (down 136% from profit in FY 2025). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • May 14Tayca Corporation (TSE:4027) announces an Equity Buyback for 1,500,000 shares, representing 6.57% for ¥2,500 million.Tayca Corporation (TSE:4027) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 6.57% of its total shares outstanding excluding treasury shares, for a total of ¥2,500 million. The purpose of repurchase program is to improve capital efficiency and enhance shareholder returns. The repurchase program is valid till March 19, 2027. As of March 31, 2026, the company had 22,830,807 shares outstanding excluding treasury shares and had 1,083,607 shares in treasury.
お知らせ • May 13Tayca Corporation, Annual General Meeting, Jun 24, 2026Tayca Corporation, Annual General Meeting, Jun 24, 2026.
お知らせ • May 09Tayca Corporation to Report Fiscal Year 2026 Results on May 13, 2026Tayca Corporation announced that they will report fiscal year 2026 results on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 09 June 2026. Payout ratio is a comfortable 59% but the company is not cash flow positive. Trailing yield: 5.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
New Risk • Mar 04New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.6% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.8% average weekly change). Profit margins are more than 30% lower than last year (2.8% net profit margin).
分析記事 • Feb 10Subdued Growth No Barrier To Tayca Corporation (TSE:4027) With Shares Advancing 33%Tayca Corporation ( TSE:4027 ) shareholders would be excited to see that the share price has had a great month, posting...
分析記事 • Feb 09Tayca's (TSE:4027) Upcoming Dividend Will Be Larger Than Last Year'sTayca Corporation ( TSE:4027 ) has announced that it will be increasing its periodic dividend on the 9th of June to...
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥8.63 (vs JP¥28.08 in 3Q 2025)Third quarter 2026 results: EPS: JP¥8.63 (down from JP¥28.08 in 3Q 2025). Revenue: JP¥14.8b (up 12% from 3Q 2025). Net income: JP¥197.0m (down 70% from 3Q 2025). Profit margin: 1.3% (down from 4.9% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
New Risk • Feb 07New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.8% Last year net profit margin: 5.3% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 4.6% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.8% net profit margin).
Valuation Update With 7 Day Price Move • Jan 27Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥1,469, the stock trades at a trailing P/E ratio of 16.8x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 31% over the past three years.
Declared Dividend • Dec 03First half dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 30th March 2026 Payment date: 9th June 2026 Dividend yield will be 3.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (23% 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 9.6% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 75% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.1% EPS decline seen over the last 5 years.
お知らせ • Nov 29Tayca Corporation to Report Q3, 2026 Results on Feb 06, 2026Tayca Corporation announced that they will report Q3, 2026 results on Feb 06, 2026
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥13.10 (vs JP¥21.72 in 2Q 2025)Second quarter 2026 results: EPS: JP¥13.10 (down from JP¥21.72 in 2Q 2025). Revenue: JP¥13.4b (down 6.8% from 2Q 2025). Net income: JP¥299.0m (down 40% from 2Q 2025). Profit margin: 2.2% (down from 3.5% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
お知らせ • Nov 12Tayca Corporation Announces Second Quarter-End Dividend for the Fiscal Year Ending March 31, 2026, Payable on December 2, 2025Tayca Corporation announced second quarter-end dividend of JPY 20.00 per share for the fiscal year ending March 31, 2026 compared to JPY 18.00 per share a year ago. Scheduled date to commence dividend payments: December 2, 2025.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 40% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
お知らせ • Sep 02Tayca Corporation to Report Q2, 2026 Results on Nov 12, 2025Tayca Corporation announced that they will report Q2, 2026 results on Nov 12, 2025
Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥32.78 (vs JP¥42.06 in 1Q 2025)First quarter 2026 results: EPS: JP¥32.78 (down from JP¥42.06 in 1Q 2025). Revenue: JP¥13.7b (flat on 1Q 2025). Net income: JP¥748.0m (down 23% from 1Q 2025). Profit margin: 5.5% (down from 7.1% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Declared Dividend • Jul 09Final dividend of JP¥20.00 announcedShareholders will receive a dividend of JP¥20.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 3.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (31% 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 9.0% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 66% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.3% EPS decline seen over the last 5 years.
お知らせ • May 31Tayca Corporation to Report Q1, 2026 Results on Aug 08, 2025Tayca Corporation announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 19Full year 2025 earnings released: EPS: JP¥105 (vs JP¥80.57 in FY 2024)Full year 2025 results: EPS: JP¥105 (up from JP¥80.57 in FY 2024). Revenue: JP¥55.7b (up 5.2% from FY 2024). Net income: JP¥2.42b (up 30% from FY 2024). Profit margin: 4.3% (up from 3.5% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • May 14Tayca Corporation, Annual General Meeting, Jun 25, 2025Tayca Corporation, Annual General Meeting, Jun 25, 2025.
分析記事 • Apr 07Little Excitement Around Tayca Corporation's (TSE:4027) Earnings As Shares Take 30% PoundingTayca Corporation ( TSE:4027 ) shareholders that were waiting for something to happen have been dealt a blow with a 30...
New Risk • Apr 07New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 8.4% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.7% average weekly change).
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,161, the stock trades at a trailing P/E ratio of 9.4x. Average trailing P/E is 11x in the Chemicals industry in Japan. Negligible returns to shareholders over past three years.
お知らせ • Mar 29Tayca Corporation to Report Fiscal Year 2025 Results on May 14, 2025Tayca Corporation announced that they will report fiscal year 2025 results on May 14, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 10 June 2025. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.6%).
分析記事 • Mar 19Tayca (TSE:4027) Is Due To Pay A Dividend Of ¥20.00Tayca Corporation ( TSE:4027 ) has announced that it will pay a dividend of ¥20.00 per share on the 10th of June. This...
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥28.08 (vs JP¥1.17 in 3Q 2024)Third quarter 2025 results: EPS: JP¥28.08 (up from JP¥1.17 in 3Q 2024). Revenue: JP¥13.3b (flat on 3Q 2024). Net income: JP¥645.0m (up JP¥618.0m from 3Q 2024). Profit margin: 4.9% (up from 0.2% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
分析記事 • Dec 18Tayca's (TSE:4027) Dividend Will Be ¥20.00The board of Tayca Corporation ( TSE:4027 ) has announced that it will pay a dividend of ¥20.00 per share on the 10th...
お知らせ • Dec 10Tayca Corporation to Report Q3, 2025 Results on Feb 07, 2025Tayca Corporation announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Dec 04Tayca's (TSE:4027) Dividend Will Be ¥20.00The board of Tayca Corporation ( TSE:4027 ) has announced that it will pay a dividend of ¥20.00 per share on the 10th...
Declared Dividend • Dec 04First half dividend of JP¥20.00 announcedDividend of JP¥20.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 10th June 2025 Dividend yield will be 2.4%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 77% to shift the payout ratio to a potentially unsustainable range, which is more than the 9.8% EPS decline seen over the last 5 years.
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥21.72 (vs JP¥20.75 in 2Q 2024)Second quarter 2025 results: EPS: JP¥21.72 (up from JP¥20.75 in 2Q 2024). Revenue: JP¥14.3b (up 6.3% from 2Q 2024). Net income: JP¥500.0m (up 4.0% from 2Q 2024). Profit margin: 3.5% (in line with 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Nov 08Tayca Corporation Announces Dividend for the Second Quarter of Year Ending March 31, 2025, Payable on December 3, 2024 and Provides Dividend Guidance for the Fiscal Year Ending March 31, 2025Tayca Corporation announced the dividend of JPY 18.00 per share for the second quarter of Year ending March 31, 2025, payable on December 3, 2024 against JPY 18.00 per share a year ago. Provides dividend guidance for the fiscal Year ending March 31, 2025. For the year, the company expects dividend of JPY 20.00 per share against JPY 20.00 per share a year ago.
お知らせ • Nov 07Tayca Corporation (TSE:4027) announces an Equity Buyback for 200,000 shares, representing 0.87% for ¥400 million.Tayca Corporation (TSE:4027) announces a share repurchase program. Under the program, the company will repurchase up to 200,000 shares, representing 0.87% of its total shares outstanding excluding treasury shares, for a total of ¥400 million. The purpose of repurchase program is to improve capital efficiency and enhance shareholder returns. The repurchase program is valid till March 21, 2025. As of September 30, 2024, the company had 23,018,922 shares outstanding excluding treasury shares and had 1,395,492 shares in treasury.
分析記事 • Sep 22Tayca's (TSE:4027) Dividend Will Be ¥18.00Tayca Corporation's ( TSE:4027 ) investors are due to receive a payment of ¥18.00 per share on 4th of December. This...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.4%).
分析記事 • Sep 04Tayca Corporation's (TSE:4027) Shares Climb 27% But Its Business Is Yet to Catch UpTayca Corporation ( TSE:4027 ) shareholders would be excited to see that the share price has had a great month, posting...
分析記事 • Aug 30Tayca (TSE:4027) Has Announced A Dividend Of ¥18.00The board of Tayca Corporation ( TSE:4027 ) has announced that it will pay a dividend of ¥18.00 per share on the 4th of...
お知らせ • Aug 27Tayca Corporation to Report Q2, 2025 Results on Nov 07, 2024Tayca Corporation announced that they will report Q2, 2025 results on Nov 07, 2024
分析記事 • Aug 16Tayca (TSE:4027) Is Due To Pay A Dividend Of ¥18.00The board of Tayca Corporation ( TSE:4027 ) has announced that it will pay a dividend on the 4th of December, with...
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥42.06 (vs JP¥27.88 in 1Q 2024)First quarter 2025 results: EPS: JP¥42.06 (up from JP¥27.88 in 1Q 2024). Revenue: JP¥13.6b (flat on 1Q 2024). Net income: JP¥968.0m (up 50% from 1Q 2024). Profit margin: 7.1% (up from 4.8% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
分析記事 • Aug 12Here's What's Concerning About Tayca's (TSE:4027) Returns On CapitalDid you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 12% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change). Profit margins are more than 30% lower than last year (3.5% net profit margin).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 22%After last week's 22% share price decline to JP¥1,301, the stock trades at a trailing P/E ratio of 16x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 15% over the past three years.
分析記事 • Jul 25Tayca (TSE:4027) Is Paying Out A Dividend Of ¥18.00Tayca Corporation's ( TSE:4027 ) investors are due to receive a payment of ¥18.00 per share on 4th of December. This...
分析記事 • Jul 11Tayca (TSE:4027) Is Due To Pay A Dividend Of ¥18.00Tayca Corporation ( TSE:4027 ) has announced that it will pay a dividend of ¥18.00 per share on the 4th of December...
Declared Dividend • Jul 11Final dividend of JP¥18.00 announcedDividend of JP¥18.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 2.3%, which is about the same as the industry average. Sustainability & Growth Dividend is covered by both earnings (81% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 10% to shift the payout ratio to a potentially unsustainable range, which is less than the 14% EPS decline seen over the last 5 years.
お知らせ • Jun 10Tayca Corporation to Report Q1, 2025 Results on Aug 09, 2024Tayca Corporation announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥80.57 (vs JP¥129 in FY 2023)Full year 2024 results: EPS: JP¥80.57 (down from JP¥129 in FY 2023). Revenue: JP¥53.0b (down 3.2% from FY 2023). Net income: JP¥1.87b (down 38% from FY 2023). Profit margin: 3.5% (down from 5.5% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
お知らせ • May 12Tayca Corporation, Annual General Meeting, Jun 26, 2024Tayca Corporation, Annual General Meeting, Jun 26, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. Payout ratio is on the higher end at 81% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).
分析記事 • Mar 17Tayca Corporation's (TSE:4027) 25% Share Price Surge Not Quite Adding UpTayca Corporation ( TSE:4027 ) shareholders have had their patience rewarded with a 25% share price jump in the last...
お知らせ • Mar 02Tayca Corporation to Report Fiscal Year 2024 Results on May 10, 2024Tayca Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥1.17 (vs JP¥18.38 in 3Q 2023)Third quarter 2024 results: EPS: JP¥1.17 (down from JP¥18.38 in 3Q 2023). Revenue: JP¥13.4b (down 7.9% from 3Q 2023). Net income: JP¥27.0m (down 94% from 3Q 2023). Profit margin: 0.2% (down from 2.9% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 2% per year.
お知らせ • Dec 28Tayca Corporation to Report Q3, 2024 Results on Feb 07, 2024Tayca Corporation announced that they will report Q3, 2024 results on Feb 07, 2024
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥20.75 (vs JP¥39.35 in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.75 (down from JP¥39.35 in 2Q 2023). Revenue: JP¥13.5b (down 7.0% from 2Q 2023). Net income: JP¥481.0m (down 47% from 2Q 2023). Profit margin: 3.6% (down from 6.3% in 2Q 2023). The decrease in margin was driven by lower revenue. 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 2% per year, which means it is significantly lagging earnings.
お知らせ • Nov 09Tayca Corporation Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Tayca Corporation provided consolidated earnings guidance for the full year ending March 31, 2024. The company expects net sales of JPY 56,000 million for the full year. Operating profit of JPY 2,400 million. profit attributable to owners of parents of JPY 1,700 million. earnings per share of JPY 73.35.
New Risk • Nov 02New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.5% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.7% average weekly change). Profit margins are more than 30% lower than last year (4.3% net profit margin).
Valuation Update With 7 Day Price Move • Nov 02Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,407, the stock trades at a trailing P/E ratio of 13.7x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 4.1% over the past three years.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥18.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
お知らせ • Aug 30Tayca Corporation to Report Q2, 2024 Results on Nov 08, 2023Tayca Corporation announced that they will report Q2, 2024 results on Nov 08, 2023
New Risk • Aug 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.3% Last year net profit margin: 6.5% 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. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 7.5% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (4.3% net profit margin).
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥27.88 (vs JP¥54.07 in 1Q 2023)First quarter 2024 results: EPS: JP¥27.88 (down from JP¥54.07 in 1Q 2023). Revenue: JP¥13.6b (up 2.6% from 1Q 2023). Net income: JP¥646.0m (down 48% from 1Q 2023). Profit margin: 4.8% (down from 9.5% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has remained flat.
お知らせ • May 28Tayca Corporation to Report Q1, 2024 Results on Aug 09, 2023Tayca Corporation announced that they will report Q1, 2024 results on Aug 09, 2023
お知らせ • May 13+ 2 more updatesTayca Corporation Provides Dividend Guidance for Year Ending March 31, 2024Tayca Corporation provided dividend guidance for year ending March 31, 2024. For the period the company expects the dividend of JPY 20 per share.
お知らせ • May 12Tayca Corporation, Annual General Meeting, Jun 27, 2023Tayca Corporation, Annual General Meeting, Jun 27, 2023.
Reported Earnings • May 12Full year 2023 earnings released: EPS: JP¥129 (vs JP¥123 in FY 2022)Full year 2023 results: EPS: JP¥129 (up from JP¥123 in FY 2022). Revenue: JP¥54.8b (up 18% from FY 2022). Net income: JP¥2.99b (up 5.0% from FY 2022). Profit margin: 5.5% (down from 6.1% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥18.38 (vs JP¥30.16 in 3Q 2022)Third quarter 2023 results: EPS: JP¥18.38 (down from JP¥30.16 in 3Q 2022). Revenue: JP¥14.5b (up 25% from 3Q 2022). Net income: JP¥426.0m (down 39% from 3Q 2022). Profit margin: 2.9% (down from 6.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has fallen by 13% per year, which means it is performing significantly worse than earnings.
お知らせ • Feb 09+ 1 more updateTayca Corporation Provides Dividend Guidance for the Full Year Ending March 31, 2023Tayca Corporation provides dividend guidance for the full year ending March 31, 2023. The company expects to pay JPY 18.00 against JPY 18.00 reported a year ago.
お知らせ • Dec 28Tayca Corporation to Report Q3, 2023 Results on Feb 08, 2023Tayca Corporation announced that they will report Q3, 2023 results on Feb 08, 2023
Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: JP¥39.35 (vs JP¥30.64 in 2Q 2022)Second quarter 2023 results: EPS: JP¥39.35 (up from JP¥30.64 in 2Q 2022). Revenue: JP¥14.5b (up 29% from 2Q 2022). Net income: JP¥912.0m (up 28% from 2Q 2022). Profit margin: 6.3% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 13% per year.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. 4 independent directors (8 non-independent directors). Independent External Director Hitoshi Tanaka was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Nov 11+ 1 more updateTayca Corporation Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Tayca Corporation provided consolidated earnings guidance for the year ending March 31, 2023. For the period, the company expects net sales of ¥54,000 million, Operating income of ¥3,900 million, Profit attributable to owners of parent of ¥2,900 million or ¥125.13 per share.
Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥39.35 (vs JP¥30.64 in 2Q 2022)Second quarter 2023 results: EPS: JP¥39.35 (up from JP¥30.64 in 2Q 2022). Revenue: JP¥14.5b (up 29% from 2Q 2022). Net income: JP¥912.0m (up 28% from 2Q 2022). Profit margin: 6.3% (in line with 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 13% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).
お知らせ • Aug 28Tayca Corporation to Report Q2, 2023 Results on Nov 09, 2022Tayca Corporation announced that they will report Q2, 2023 results on Nov 09, 2022
お知らせ • Aug 18+ 1 more updateTayca Corporation Provides Consolidated Earnings Guidance for Six Months Ending September 30, 2022 and for Full Year of 2023Tayca Corporation provided consolidated earnings guidance for six months ending September 30, 2022 and for full year of 2023. For the six months, The company expects net sales of JPY 26,000 million, operating profit of JPY 2,000 million, profit attributable to owners of parent of JPY 1,500 million and earnings per share of JPY 64.72.For the full year, The company expects net sales of JPY 54,000 million, operating profit of JPY 3,900 million, profit attributable to owners of parent of JPY 2,900 million and earnings per share of JPY 125.13.
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥54.07 (vs JP¥39.01 in 1Q 2022)First quarter 2023 results: EPS: JP¥54.07 (up from JP¥39.01 in 1Q 2022). Revenue: JP¥13.3b (up 23% from 1Q 2022). Net income: JP¥1.25b (up 39% from 1Q 2022). Profit margin: 9.5% (up from 8.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 13% per year.
お知らせ • Jul 01Tayca Corporation to Report Q1, 2023 Results on Aug 10, 2022Tayca Corporation announced that they will report Q1, 2023 results on Aug 10, 2022
Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥123 (vs JP¥83.15 in FY 2021)Full year 2022 results: EPS: JP¥123 (up from JP¥83.15 in FY 2021). Revenue: JP¥46.4b (up 21% from FY 2021). Net income: JP¥2.85b (up 48% from FY 2021). Profit margin: 6.1% (up from 5.0% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year and the company’s share price has also fallen by 19% per year.
お知らせ • May 13+ 3 more updatesTayca Corporation, Annual General Meeting, Jun 28, 2022Tayca Corporation, Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 2 highly experienced directors. 4 independent directors (6 non-independent directors). Independent External Director Hitoshi Tanaka was the last independent director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Tayca Corporation to Report Fiscal Year 2022 Results on May 11, 2022Tayca Corporation announced that they will report fiscal year 2022 results on May 11, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 29% but the company is paying out more than the cash it is generating. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.6%).
お知らせ • Feb 10Tayca Corporation Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2022Tayca Corporation provided consolidated earnings guidance for the full year ending March 31, 2022. For the full year, the company expects net sales of JPY 46,700 million, operating profit of JPY 3,400 million, profit attributable to owners of parent of JPY 2,800 million and earnings per share of JPY 120.82.
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥30.16 (up from JP¥15.10 in 3Q 2021). Revenue: JP¥11.7b (up 28% from 3Q 2021). Net income: JP¥699.0m (up 100% from 3Q 2021). Profit margin: 6.0% (up from 3.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥30.64 (vs JP¥2.20 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥11.3b (up 22% from 2Q 2021). Net income: JP¥710.0m (up JP¥659.0m from 2Q 2021). Profit margin: 6.3% (up from 0.6% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 14% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥39.01 (vs JP¥39.39 in 1Q 2021)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥10.8b (up 7.2% from 1Q 2021). Net income: JP¥904.0m (down 1.0% from 1Q 2021). Profit margin: 8.4% (down from 9.1% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has fallen by 23% per year, which means it is performing significantly worse than earnings.