Kanto Denka Kogyo（4047）株式概要関東電化工業(株)は子会社とともに、日本、アジア、欧米で各種化学製品を製造・販売している。 詳細4047 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長5/6過去の実績4/6財務の健全性4/6配当金0/6報酬収益は年間31.88%増加すると予測されています 過去1年間で収益は16.5%増加しました リスク分析JP市場と比較して、過去 3 か月間の株価の変動が非常に大きいすべてのリスクチェックを見る4047 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥3.70k50.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-5b168b2016201920222025202620282031Revenue JP¥167.7bEarnings JP¥9.7bAdvancedSet Fair ValueView all narrativesKanto Denka Kogyo Co., Ltd. 競合他社Osaka SodaSymbol: TSE:4046Market cap: JP¥224.8bAica Kogyo CompanySymbol: TSE:4206Market cap: JP¥233.6bartienceSymbol: TSE:4634Market cap: JP¥200.9bJCUSymbol: TSE:4975Market cap: JP¥194.7b価格と性能株価の高値、安値、推移の概要Kanto Denka Kogyo過去の株価現在の株価JP¥3,700.0052週高値JP¥4,405.0052週安値JP¥796.00ベータ1.241ヶ月の変化2.07%3ヶ月変化162.23%1年変化339.43%3年間の変化276.78%5年間の変化268.16%IPOからの変化529.25%最新ニュースお知らせ • 12hKanto Denka Kogyo Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Kanto Denka Kogyo Co., Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026Board Change • Jun 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Takako Amitani was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥3,655, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 344% over the past three years.分析記事 • May 22Kanto Denka Kogyo's (TSE:4047) Earnings May Just Be The Starting PointWhen companies post strong earnings, the stock generally performs well, just like Kanto Denka Kogyo Co., Ltd.'s...Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥65.95 (up from JP¥56.53 in FY 2025). Revenue: JP¥65.4b (up 4.9% from FY 2025). Net income: JP¥3.79b (up 17% from FY 2025). Profit margin: 5.8% (up from 5.2% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 32%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 44% per year, which means it is well ahead of earnings.お知らせ • May 15Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 26, 2026Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 26, 2026.最新情報をもっと見るRecent updatesお知らせ • 12hKanto Denka Kogyo Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Kanto Denka Kogyo Co., Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026Board Change • Jun 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Takako Amitani was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥3,655, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 344% over the past three years.分析記事 • May 22Kanto Denka Kogyo's (TSE:4047) Earnings May Just Be The Starting PointWhen companies post strong earnings, the stock generally performs well, just like Kanto Denka Kogyo Co., Ltd.'s...Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥65.95 (up from JP¥56.53 in FY 2025). Revenue: JP¥65.4b (up 4.9% from FY 2025). Net income: JP¥3.79b (up 17% from FY 2025). Profit margin: 5.8% (up from 5.2% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 32%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 44% per year, which means it is well ahead of earnings.お知らせ • May 15Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 26, 2026Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 26, 2026.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,969, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 128% over the past three years.お知らせ • May 09Kanto Denka Kogyo Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Kanto Denka Kogyo Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Board Change • Apr 07High number of new directorsOutside Independent Director Junko Koshino was the last director to join the board, commencing their role in 2024.お知らせ • Feb 14Kanto Denka Kogyo Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Kanto Denka Kogyo Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales to be JPY 66,500 million against previous guidance of JPY 64,500 million. Operating profit to be JPY 4,500 million against previous guidance of JPY 3,300 million. Profit attributable to owners of parent to be JPY 2,700 million against previous guidance of JPY 1,700 million. Basic earnings per share to be JPY 47.03 against previous guidance of JPY 29.60. Reasons for revision: The consolidated earnings forecast for the full year is expected to exceed the previous forecast, as sales of fine chemicals are currently proceeding above assumptions, leading to higher net sales and operating income. In addition, ordinary income and net income attributable to owners of the parent are also expected to surpass the previous forecast due to the increase in operating income and the rise in foreign exchange gains.お知らせ • Jan 07Kanto Denka Kogyo Co., Ltd. Announces Notice of A Fire At Its Shibukawa PlantKanto Denka Kogyo Co., Ltd. announced that on August 7, 2025, a fire broke out at its Shibukawa Plant (Shibukawa City, Gunma Prefecture). As a result of this accident, one of employees has passed away and another has been injured. The company extend its heartfelt tribute to the family of the deceased and offer sincerest apologies and sympathies. Among the two nitrogen trifluoride production facilities, the unin injured Facility 1 has resumed operations as of September 17, 2025. As for the other facility that sustained damage, after completing the restoration of the equipment and implementing safety measures, the company has obtained the necessary approvals from the relevant authorities and will resume operations from January 6, 2026, with shipments expected to resume shortly thereafter. Going forward, to prevent any recurrence of such accidents, will thoroughly implement recurrence prevention measures and continue to strengthen safety.お知らせ • Dec 27Kanto Denka Kogyo Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026Kanto Denka Kogyo Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026お知らせ • Sep 16Kanto Denka Kogyo Co., Ltd. Resumes One Nitrogen Trifluoride Production Line Operations After Fire Incident At Shibukawa PlantKanto Denka Kogyo Co., Ltd. reported that at 4:31 a.m. on Thursday, August 7, 2025, a fire broke out at its Shibukawa Plant (Shibukawa City, Gunma Prefecture). As a result of this accident, one of its employees has passed away and another has been injured. Of the two nitrogen trifluoride production lines, part of one line has sustained damage. Operations for products other than nitrogen trifluoride have resumed after completing safety checks. Of the two nitrogen trifluoride production lines, the one that was not damaged will resume operations from September 17, 2025, after the above-mentioned countermeasures have been implemented. For the other production line that was damaged, the company will proceed with preparations to resume operations as soon as the necessary approvals are obtained from the relevant authorities. o Probably the Related Companies: Kanto Denka Kogyo Co., Ltd. (Kanto Denka Kogyo Co., Ltd. halted and is resuming operations at its Shibukawa Plant due to a fire incident).お知らせ • Sep 02Kanto Denka Kogyo Co., Ltd. to Report Q2, 2026 Results on Nov 17, 2025Kanto Denka Kogyo Co., Ltd. announced that they will report Q2, 2026 results on Nov 17, 2025Major Estimate Revision • Aug 15Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥68.0b to JP¥66.0b. EPS estimate also fell from JP¥62.70 per share to JP¥43.50 per share. Net income forecast to grow 12% next year vs 12% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥1,300 unchanged from last update. Share price fell 6.9% to JP¥815 over the past week.Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥9.24 (vs JP¥20.28 in 1Q 2025)First quarter 2026 results: EPS: JP¥9.24 (down from JP¥20.28 in 1Q 2025). Revenue: JP¥15.1b (down 2.0% from 1Q 2025). Net income: JP¥531.0m (down 54% from 1Q 2025). Profit margin: 3.5% (down from 7.5% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.Declared Dividend • Jul 09Final dividend of JP¥9.00 announcedShareholders will receive a dividend of JP¥9.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.1%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having 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 20% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • Jun 25Kanto Denka Kogyo Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Kanto Denka Kogyo Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Price Target Changed • May 27Price target decreased by 13% to JP¥1,300Down from JP¥1,500, the current price target is provided by 1 analyst. New target price is 55% above last closing price of JP¥838. Stock is down 5.8% over the past year. The company is forecast to post earnings per share of JP¥62.70 for next year compared to JP¥56.53 last year.分析記事 • May 23Kanto Denka Kogyo's (TSE:4047) Profits Appear To Have Quality IssuesThe recent earnings posted by Kanto Denka Kogyo Co., Ltd. ( TSE:4047 ) were solid, but the stock didn't move as much as...Reported Earnings • May 20Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥56.53 (up from JP¥80.24 loss in FY 2024). Revenue: JP¥62.4b (down 3.7% from FY 2024). Net income: JP¥3.25b (up JP¥7.86b from FY 2024). Profit margin: 5.2% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 8.3%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.お知らせ • May 15Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 27, 2025Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 27, 2025.New Risk • Apr 07New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.1% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.分析記事 • Apr 04The Returns On Capital At Kanto Denka Kogyo (TSE:4047) Don't Inspire ConfidenceIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).分析記事 • Mar 03Kanto Denka Kogyo (TSE:4047) Has Announced A Dividend Of ¥8.00The board of Kanto Denka Kogyo Co., Ltd. ( TSE:4047 ) has announced that it will pay a dividend of ¥8.00 per share on...お知らせ • Mar 01Kanto Denka Kogyo Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Kanto Denka Kogyo Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025分析記事 • Feb 18JP¥1,400: That's What Analysts Think Kanto Denka Kogyo Co., Ltd. (TSE:4047) Is Worth After Its Latest ResultsKanto Denka Kogyo Co., Ltd. ( TSE:4047 ) shareholders are probably feeling a little disappointed, since its shares fell...Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥7.61 (vs JP¥0.54 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.61 (up from JP¥0.54 loss in 3Q 2024). Revenue: JP¥15.4b (up 8.1% from 3Q 2024). Net income: JP¥437.0m (up JP¥468.0m from 3Q 2024). Profit margin: 2.8% (up from net loss in 3Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.New Risk • Dec 18New 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 5.1% 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. This is currently the only risk that has been identified for the company.分析記事 • Dec 10Kanto Denka Kogyo (TSE:4047) Has Announced A Dividend Of ¥8.00The board of Kanto Denka Kogyo Co., Ltd. ( TSE:4047 ) has announced that it will pay a dividend on the 30th of June...Declared Dividend • Dec 10First half dividend increased to JP¥8.00Dividend of JP¥8.00 is 14% higher than last year. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having 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 17% per year over the past 10 years. However, payments have been volatile during that time.お知らせ • Dec 03Kanto Denka Kogyo Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Kanto Denka Kogyo Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025分析記事 • Nov 12Kanto Denka Kogyo Co., Ltd. (TSE:4047) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportKanto Denka Kogyo Co., Ltd. ( TSE:4047 ) shareholders are probably feeling a little disappointed, since its shares fell...Price Target Changed • Nov 12Price target decreased by 17% to JP¥1,500Down from JP¥1,800, the current price target is provided by 1 analyst. New target price is 61% above last closing price of JP¥934. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥54.00 next year compared to a net loss per share of JP¥80.24 last year.Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥4.65 (vs JP¥9.87 in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.65 (down from JP¥9.87 in 2Q 2024). Revenue: JP¥15.8b (down 15% from 2Q 2024). Net income: JP¥267.0m (down 53% from 2Q 2024). Profit margin: 1.7% (down from 3.1% in 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Sep 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.4%).分析記事 • Aug 28Kanto Denka Kogyo's (TSE:4047) Upcoming Dividend Will Be Larger Than Last Year'sKanto Denka Kogyo Co., Ltd.'s ( TSE:4047 ) dividend will be increasing from last year's payment of the same period to...お知らせ • Aug 27Kanto Denka Kogyo Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Kanto Denka Kogyo Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024分析記事 • Aug 13Kanto Denka Kogyo (TSE:4047) Has Announced That It Will Be Increasing Its Dividend To ¥8.00Kanto Denka Kogyo Co., Ltd. ( TSE:4047 ) has announced that it will be increasing its dividend from last year's...Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥20.28 (vs JP¥5.40 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥20.28 (up from JP¥5.40 loss in 1Q 2024). Revenue: JP¥15.4b (down 5.3% from 1Q 2024). Net income: JP¥1.17b (up JP¥1.48b from 1Q 2024). Profit margin: 7.5% (up from net loss in 1Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.6% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 380%分析記事 • Jul 26Kanto Denka Kogyo (TSE:4047) Is Paying Out A Larger Dividend Than Last YearThe board of Kanto Denka Kogyo Co., Ltd. ( TSE:4047 ) has announced that it will be paying its dividend of ¥8.00 on the...分析記事 • Jul 11Kanto Denka Kogyo's (TSE:4047) Upcoming Dividend Will Be Larger Than Last Year'sKanto Denka Kogyo Co., Ltd.'s ( TSE:4047 ) dividend will be increasing from last year's payment of the same period to...Declared Dividend • Jul 11Final dividend increased to JP¥8.00Dividend of JP¥8.00 is 14% higher than last year. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio) nor is it covered by cash flows (380% cash payout ratio). The dividend has increased by an average of 18% 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 grow by 9.6% to bring the payout ratio under control. EPS is expected to grow by 397% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.お知らせ • Jun 26Kanto Denka Kogyo Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Kanto Denka Kogyo Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 20Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: JP¥80.24 loss per share (down from JP¥163 profit in FY 2023). Revenue: JP¥64.8b (down 18% from FY 2023). Net loss: JP¥4.61b (down 149% from profit in FY 2023). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.お知らせ • May 17Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 27, 2024Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • May 16+ 1 more updateKanto Denka Kogyo Co., Ltd. Provides Consolidated Earnings Forecast for First Half and the Fiscal Year Ending March 31, 2025Kanto Denka Kogyo Co., Ltd. provided consolidated earnings forecast for first half and the fiscal year ending March 31, 2025. For the period, company expects net sales of ¥31,000 million, operating profit of ¥1,000 million, profit attribute to owner of parents of ¥300 million and Basic earnings per share to be 5.22. For the year, company expects net sales of ¥69,000 million, marking a year-on-year increase, primarily due to expected growth in sales volume of fluorochemicals for semiconductors. operating profit of ¥4,900 million profit attribute to owner of parents of ¥2,900 million and Basic earnings per share to be 50.48.Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is on the higher end at 99% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).分析記事 • Mar 06Kanto Denka Kogyo (TSE:4047) Could Be Struggling To Allocate CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...お知らせ • Mar 02Kanto Denka Kogyo Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Kanto Denka Kogyo Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024Major Estimate Revision • Feb 16Consensus EPS estimates upgraded to JP¥24.40 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -JP¥27.80 to -JP¥24.40 per share. Revenue forecast unchanged from JP¥64.0b at last update. Chemicals industry in Japan expected to see average net income growth of 21% next year. Consensus price target up from JP¥1,100 to JP¥1,700. Share price rose 7.0% to JP¥958 over the past week.Reported Earnings • Feb 10Third quarter 2024 earnings released: JP¥0.54 loss per share (vs JP¥46.44 profit in 3Q 2023)Third quarter 2024 results: JP¥0.54 loss per share (down from JP¥46.44 profit in 3Q 2023). Revenue: JP¥14.2b (down 29% from 3Q 2023). Net loss: JP¥31.0m (down 101% from profit in 3Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 27Kanto Denka Kogyo Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Kanto Denka Kogyo Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥9.87 (vs JP¥39.36 in 2Q 2023)Second quarter 2024 results: EPS: JP¥9.87 (down from JP¥39.36 in 2Q 2023). Revenue: JP¥18.5b (down 2.1% from 2Q 2023). Net income: JP¥567.0m (down 75% from 2Q 2023). Profit margin: 3.1% (down from 12% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 22Kanto Denka Kogyo Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Kanto Denka Kogyo Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥7.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).Major Estimate Revision • Aug 17Consensus EPS estimates fall by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥79.0b to JP¥77.0b. EPS estimate also fell from JP¥103 per share to JP¥69.60 per share. Net income forecast to shrink 21% next year vs 7.0% growth forecast for Chemicals industry in Japan . Consensus price target down from JP¥1,500 to JP¥1,300. Share price fell 7.9% to JP¥796 over the past week.Price Target Changed • Aug 14Price target decreased by 12% to JP¥1,300Down from JP¥1,475, the current price target is provided by 1 analyst. New target price is 61% above last closing price of JP¥808. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥103 for next year compared to JP¥163 last year.New Risk • Aug 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.0% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥5.40 loss per share (vs JP¥51.02 profit in 1Q 2023)First quarter 2024 results: JP¥5.40 loss per share (down from JP¥51.02 profit in 1Q 2023). Revenue: JP¥16.3b (down 11% from 1Q 2023). Net loss: JP¥310.0m (down 111% from profit in 1Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 07Kanto Denka Kogyo Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Kanto Denka Kogyo Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023Major Estimate Revision • May 31Consensus EPS estimates fall by 38%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥87.3b to JP¥79.0b. EPS estimate also fell from JP¥166 per share to JP¥103 per share. Net income forecast to shrink 37% next year vs 5.0% growth forecast for Chemicals industry in Japan . Consensus price target down from JP¥1,475 to JP¥1,275. Share price fell 6.2% to JP¥848 over the past week.Price Target Changed • May 30Price target decreased by 18% to JP¥1,275Down from JP¥1,560, the current price target is an average from 2 analysts. New target price is 45% above last closing price of JP¥878. Stock is down 5.5% over the past year. The company is forecast to post earnings per share of JP¥103 for next year compared to JP¥163 last year.Reported Earnings • May 20Full year 2023 earnings released: EPS: JP¥163 (vs JP¥135 in FY 2022)Full year 2023 results: EPS: JP¥163 (up from JP¥135 in FY 2022). Revenue: JP¥78.7b (up 26% from FY 2022). Net income: JP¥9.38b (up 21% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • May 17Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 29, 2023Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥46.44 (vs JP¥44.96 in 3Q 2022)Third quarter 2023 results: EPS: JP¥46.44 (up from JP¥44.96 in 3Q 2022). Revenue: JP¥19.9b (up 20% from 3Q 2022). Net income: JP¥2.67b (up 3.3% from 3Q 2022). Profit margin: 13% (down from 16% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Dec 28Kanto Denka Kogyo Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Kanto Denka Kogyo Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023Price Target Changed • Dec 06Price target decreased to JP¥1,475Down from JP¥1,660, the current price target is an average from 2 analysts. New target price is 49% above last closing price of JP¥988. Stock is down 6.7% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥135 last year.Major Estimate Revision • Nov 18Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥78.6b to JP¥83.0b. EPS estimate increased from JP¥147 to JP¥165 per share. Net income forecast to shrink 4.2% next year vs 5.1% growth forecast for Chemicals industry in Japan . Consensus price target down from JP¥1,660 to JP¥1,560. Share price was steady at JP¥987 over the past week.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Yuko Kariya was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥39.36 (vs JP¥23.38 in 2Q 2022)Second quarter 2023 results: EPS: JP¥39.36 (up from JP¥23.38 in 2Q 2022). Revenue: JP¥18.9b (up 31% from 2Q 2022). Net income: JP¥2.26b (up 68% from 2Q 2022). Profit margin: 12% (up from 9.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Sep 22Kanto Denka Kogyo Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Kanto Denka Kogyo Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 08 December 2022. Payout ratio is a comfortable 14% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥51.02 (vs JP¥29.42 in 1Q 2022)First quarter 2023 results: EPS: JP¥51.02 (up from JP¥29.42 in 1Q 2022). Revenue: JP¥18.4b (up 33% from 1Q 2022). Net income: JP¥2.93b (up 73% from 1Q 2022). Profit margin: 16% (up from 12% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 9.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 14% per year.お知らせ • Jul 02Kanto Denka Kogyo Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Kanto Denka Kogyo Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022Major Estimate Revision • May 28Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥70.0b to JP¥77.6b. EPS estimate fell from JP¥148 to JP¥145. Net income forecast to grow 6.9% next year vs 4.5% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥1,645 to JP¥1,610. Share price fell 8.3% to JP¥911 over the past week.Reported Earnings • May 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥135 (up from JP¥62.72 in FY 2021). Revenue: JP¥62.3b (up 20% from FY 2021). Net income: JP¥7.76b (up 115% from FY 2021). Profit margin: 13% (up from 6.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 12%, compared to a 7.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 15Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 29, 2022Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 29, 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. 11 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent Outside Director Hitoshi Habuka was the last independent director to join the board, commencing their role in 2019. 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 07Kanto Denka Kogyo Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Kanto Denka Kogyo Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 5.6% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.6%).Price Target Changed • Feb 17Price target increased to JP¥2,000Up from JP¥1,710, the current price target is provided by 1 analyst. New target price is 71% above last closing price of JP¥1,173. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥139 for next year compared to JP¥62.72 last year.Reported Earnings • Feb 12Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥44.96 (up from JP¥20.14 in 3Q 2021). Revenue: JP¥16.6b (up 27% from 3Q 2021). Net income: JP¥2.58b (up 123% from 3Q 2021). Profit margin: 16% (up from 8.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Over the next year, revenue is forecast to grow 9.1%, compared to a 6.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥23.38 (vs JP¥8.96 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥14.4b (up 14% from 2Q 2021). Net income: JP¥1.34b (up 161% from 2Q 2021). Profit margin: 9.3% (up from 4.1% 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 17% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.9%).Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥29.42 (vs JP¥5.32 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥13.8b (up 17% from 1Q 2021). Net income: JP¥1.69b (up 452% from 1Q 2021). Profit margin: 12% (up from 2.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Major Estimate Revision • May 22Consensus EPS estimates increase to JP¥87.00The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥55.0b to JP¥58.0b. EPS estimate increased from JP¥74.90 to JP¥87.00 per share. Net income forecast to grow 39% next year vs 14% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥1,230 to JP¥1,500. Share price rose 8.0% to JP¥918 over the past week.Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥62.72 (vs JP¥87.29 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥51.9b (down 3.3% from FY 2020). Net income: JP¥3.61b (down 28% from FY 2020). Profit margin: 6.9% (down from 9.4% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.8%).Is New 90 Day High Low • Feb 15New 90-day high: JP¥894The company is up 26% from its price of JP¥707 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,702 per share.Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥20.14 (vs JP¥27.88 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥13.0b (down 3.5% from 3Q 2020). Net income: JP¥1.16b (down 28% from 3Q 2020). Profit margin: 8.9% (down from 12% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.2%. Earnings per share (EPS) missed analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 4.2%, compared to a 6.5% growth forecast for the Chemicals industry in Japan.株主還元4047JP ChemicalsJP 市場7D-7.8%-2.2%-2.3%1Y339.4%48.4%40.4%株主還元を見る業界別リターン: 4047過去 1 年間で48.4 % の収益を上げたJP Chemicals業界を上回りました。リターン対市場: 4047過去 1 年間で40.4 % の収益を上げたJP市場を上回りました。価格変動Is 4047's price volatile compared to industry and market?4047 volatility4047 Average Weekly Movement13.2%Chemicals Industry Average Movement5.3%Market Average Movement4.4%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.2%安定した株価: 4047の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 4047の weekly volatility ( 13% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19381,177Jun'ichi Hasegawawww.kantodenka.co.jp関東電化工業(株)は子会社とともに、日本、アジア、欧米で様々な化学製品を製造・販売している。事業セグメントは5つ：基礎化学品事業、精密化学品事業、化成品事業、商業事業、施設事業の5つのセグメントで構成されている。フッ素化学製品としては、四フッ化炭素、四フッ化ケイ素、モノフルオロメタン、ジフルオロメタン、トリフルオロメタン、ヘキサフルオロエタン、オクタフルオロプロパン、オクタフルオロシクロブタン、ヘキサフルオロ-1, 3-ブタジエン、硫黄、六フッ化タングステンなどがある；六フッ化硫黄・タングステン、三フッ化窒素・塩素、硫化カルボニル、半導体・液晶・光ファイバー・大容量変圧器向けフッ素系ミックスガス。また、電池材料として六フッ化リン酸リチウムや四フッ化ホウ酸リチウム、強磁性化学品としてプリンター用複写キャリアや環境に優しいキャリアを提供している。また、液体苛性ソーダ、塩酸、次亜塩素酸ナトリウム、塩化アルミニウムなどの無機製品や、紙・パルプ、水処理、金属部品の洗浄、ハイドロフルオロカーボン用途のトリクロロエチレン、パークロロエチレン、塩化ビニリデン、シクロヘキサノールなどの有機製品を提供している。また、コンテナメンテナンス・保険代理店業務、化学工業用機器の製造・加工・修理、設備関連工事も行っている。関東電化工業株式会社は1938年に設立され、千代田区に本社を置く。もっと見るKanto Denka Kogyo Co., Ltd. 基礎のまとめKanto Denka Kogyo の収益と売上を時価総額と比較するとどうか。4047 基礎統計学時価総額JP¥212.21b収益（TTM）JP¥3.79b売上高(TTM)JP¥65.40b56.1xPER（株価収益率3.2xP/Sレシオ4047 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計4047 損益計算書（TTM）収益JP¥65.40b売上原価JP¥49.57b売上総利益JP¥15.83bその他の費用JP¥12.05b収益JP¥3.79b直近の収益報告Mar 31, 2026次回決算日Aug 10, 2026一株当たり利益（EPS）65.99グロス・マージン24.21%純利益率5.79%有利子負債／自己資本比率52.9%4047 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.0%現在の配当利回り30%配当性向4047 配当は確実ですか？4047 配当履歴とベンチマークを見る4047 、いつまでに購入すれば配当金を受け取れますか？Kanto Denka Kogyo 配当日配当落ち日Mar 30 2026配当支払日Jun 29 2026配当落ちまでの日数90 days配当支払日までの日数1 day4047 配当は確実ですか？4047 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/28 06:07終値2026/06/26 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このレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Kanto Denka Kogyo Co., Ltd. 2 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。6 アナリスト機関Takashi EnomotoBofA Global ResearchHirokazu MitsudaDaiwa Securities Co. Ltd.Mitsuhiro OsawaIchiyoshi Research Institute Inc.3 その他のアナリストを表示
お知らせ • 12hKanto Denka Kogyo Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Kanto Denka Kogyo Co., Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026
Board Change • Jun 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Takako Amitani was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥3,655, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 344% over the past three years.
分析記事 • May 22Kanto Denka Kogyo's (TSE:4047) Earnings May Just Be The Starting PointWhen companies post strong earnings, the stock generally performs well, just like Kanto Denka Kogyo Co., Ltd.'s...
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥65.95 (up from JP¥56.53 in FY 2025). Revenue: JP¥65.4b (up 4.9% from FY 2025). Net income: JP¥3.79b (up 17% from FY 2025). Profit margin: 5.8% (up from 5.2% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 32%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 44% per year, which means it is well ahead of earnings.
お知らせ • May 15Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 26, 2026Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • 12hKanto Denka Kogyo Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026Kanto Denka Kogyo Co., Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026
Board Change • Jun 19Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Takako Amitani was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • May 29Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥3,655, the stock trades at a forward P/E ratio of 45x. Average forward P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 344% over the past three years.
分析記事 • May 22Kanto Denka Kogyo's (TSE:4047) Earnings May Just Be The Starting PointWhen companies post strong earnings, the stock generally performs well, just like Kanto Denka Kogyo Co., Ltd.'s...
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2026 results: EPS: JP¥65.95 (up from JP¥56.53 in FY 2025). Revenue: JP¥65.4b (up 4.9% from FY 2025). Net income: JP¥3.79b (up 17% from FY 2025). Profit margin: 5.8% (up from 5.2% in FY 2025). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.2%. Earnings per share (EPS) exceeded analyst estimates by 32%. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 44% per year, which means it is well ahead of earnings.
お知らせ • May 15Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 26, 2026Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 26, 2026.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥1,969, the stock trades at a forward P/E ratio of 27x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 128% over the past three years.
お知らせ • May 09Kanto Denka Kogyo Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Kanto Denka Kogyo Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Board Change • Apr 07High number of new directorsOutside Independent Director Junko Koshino was the last director to join the board, commencing their role in 2024.
お知らせ • Feb 14Kanto Denka Kogyo Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026Kanto Denka Kogyo Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects net sales to be JPY 66,500 million against previous guidance of JPY 64,500 million. Operating profit to be JPY 4,500 million against previous guidance of JPY 3,300 million. Profit attributable to owners of parent to be JPY 2,700 million against previous guidance of JPY 1,700 million. Basic earnings per share to be JPY 47.03 against previous guidance of JPY 29.60. Reasons for revision: The consolidated earnings forecast for the full year is expected to exceed the previous forecast, as sales of fine chemicals are currently proceeding above assumptions, leading to higher net sales and operating income. In addition, ordinary income and net income attributable to owners of the parent are also expected to surpass the previous forecast due to the increase in operating income and the rise in foreign exchange gains.
お知らせ • Jan 07Kanto Denka Kogyo Co., Ltd. Announces Notice of A Fire At Its Shibukawa PlantKanto Denka Kogyo Co., Ltd. announced that on August 7, 2025, a fire broke out at its Shibukawa Plant (Shibukawa City, Gunma Prefecture). As a result of this accident, one of employees has passed away and another has been injured. The company extend its heartfelt tribute to the family of the deceased and offer sincerest apologies and sympathies. Among the two nitrogen trifluoride production facilities, the unin injured Facility 1 has resumed operations as of September 17, 2025. As for the other facility that sustained damage, after completing the restoration of the equipment and implementing safety measures, the company has obtained the necessary approvals from the relevant authorities and will resume operations from January 6, 2026, with shipments expected to resume shortly thereafter. Going forward, to prevent any recurrence of such accidents, will thoroughly implement recurrence prevention measures and continue to strengthen safety.
お知らせ • Dec 27Kanto Denka Kogyo Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026Kanto Denka Kogyo Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026
お知らせ • Sep 16Kanto Denka Kogyo Co., Ltd. Resumes One Nitrogen Trifluoride Production Line Operations After Fire Incident At Shibukawa PlantKanto Denka Kogyo Co., Ltd. reported that at 4:31 a.m. on Thursday, August 7, 2025, a fire broke out at its Shibukawa Plant (Shibukawa City, Gunma Prefecture). As a result of this accident, one of its employees has passed away and another has been injured. Of the two nitrogen trifluoride production lines, part of one line has sustained damage. Operations for products other than nitrogen trifluoride have resumed after completing safety checks. Of the two nitrogen trifluoride production lines, the one that was not damaged will resume operations from September 17, 2025, after the above-mentioned countermeasures have been implemented. For the other production line that was damaged, the company will proceed with preparations to resume operations as soon as the necessary approvals are obtained from the relevant authorities. o Probably the Related Companies: Kanto Denka Kogyo Co., Ltd. (Kanto Denka Kogyo Co., Ltd. halted and is resuming operations at its Shibukawa Plant due to a fire incident).
お知らせ • Sep 02Kanto Denka Kogyo Co., Ltd. to Report Q2, 2026 Results on Nov 17, 2025Kanto Denka Kogyo Co., Ltd. announced that they will report Q2, 2026 results on Nov 17, 2025
Major Estimate Revision • Aug 15Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥68.0b to JP¥66.0b. EPS estimate also fell from JP¥62.70 per share to JP¥43.50 per share. Net income forecast to grow 12% next year vs 12% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥1,300 unchanged from last update. Share price fell 6.9% to JP¥815 over the past week.
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥9.24 (vs JP¥20.28 in 1Q 2025)First quarter 2026 results: EPS: JP¥9.24 (down from JP¥20.28 in 1Q 2025). Revenue: JP¥15.1b (down 2.0% from 1Q 2025). Net income: JP¥531.0m (down 54% from 1Q 2025). Profit margin: 3.5% (down from 7.5% in 1Q 2025). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 9.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance.
Declared Dividend • Jul 09Final dividend of JP¥9.00 announcedShareholders will receive a dividend of JP¥9.00. Ex-date: 29th September 2025 Payment date: 9th December 2025 Dividend yield will be 2.1%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having 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 20% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • Jun 25Kanto Denka Kogyo Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Kanto Denka Kogyo Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Price Target Changed • May 27Price target decreased by 13% to JP¥1,300Down from JP¥1,500, the current price target is provided by 1 analyst. New target price is 55% above last closing price of JP¥838. Stock is down 5.8% over the past year. The company is forecast to post earnings per share of JP¥62.70 for next year compared to JP¥56.53 last year.
分析記事 • May 23Kanto Denka Kogyo's (TSE:4047) Profits Appear To Have Quality IssuesThe recent earnings posted by Kanto Denka Kogyo Co., Ltd. ( TSE:4047 ) were solid, but the stock didn't move as much as...
Reported Earnings • May 20Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥56.53 (up from JP¥80.24 loss in FY 2024). Revenue: JP¥62.4b (down 3.7% from FY 2024). Net income: JP¥3.25b (up JP¥7.86b from FY 2024). Profit margin: 5.2% (up from net loss in FY 2024). The move to profitability was driven by lower expenses. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 8.3%. Revenue is forecast to grow 9.3% p.a. on average during the next 2 years, compared to a 4.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance.
お知らせ • May 15Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 27, 2025Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 27, 2025.
New Risk • Apr 07New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 2.1% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
分析記事 • Apr 04The Returns On Capital At Kanto Denka Kogyo (TSE:4047) Don't Inspire ConfidenceIf you're looking for a multi-bagger, there's a few things to keep an eye out for. One common approach is to try and...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).
分析記事 • Mar 03Kanto Denka Kogyo (TSE:4047) Has Announced A Dividend Of ¥8.00The board of Kanto Denka Kogyo Co., Ltd. ( TSE:4047 ) has announced that it will pay a dividend of ¥8.00 per share on...
お知らせ • Mar 01Kanto Denka Kogyo Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Kanto Denka Kogyo Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
分析記事 • Feb 18JP¥1,400: That's What Analysts Think Kanto Denka Kogyo Co., Ltd. (TSE:4047) Is Worth After Its Latest ResultsKanto Denka Kogyo Co., Ltd. ( TSE:4047 ) shareholders are probably feeling a little disappointed, since its shares fell...
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥7.61 (vs JP¥0.54 loss in 3Q 2024)Third quarter 2025 results: EPS: JP¥7.61 (up from JP¥0.54 loss in 3Q 2024). Revenue: JP¥15.4b (up 8.1% from 3Q 2024). Net income: JP¥437.0m (up JP¥468.0m from 3Q 2024). Profit margin: 2.8% (up from net loss in 3Q 2024). Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 76 percentage points per year, which is a significant difference in performance.
New Risk • Dec 18New 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 5.1% 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. This is currently the only risk that has been identified for the company.
分析記事 • Dec 10Kanto Denka Kogyo (TSE:4047) Has Announced A Dividend Of ¥8.00The board of Kanto Denka Kogyo Co., Ltd. ( TSE:4047 ) has announced that it will pay a dividend on the 30th of June...
Declared Dividend • Dec 10First half dividend increased to JP¥8.00Dividend of JP¥8.00 is 14% higher than last year. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 1.5%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having 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 17% per year over the past 10 years. However, payments have been volatile during that time.
お知らせ • Dec 03Kanto Denka Kogyo Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Kanto Denka Kogyo Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025
分析記事 • Nov 12Kanto Denka Kogyo Co., Ltd. (TSE:4047) Consensus Forecasts Have Become A Little Darker Since Its Latest ReportKanto Denka Kogyo Co., Ltd. ( TSE:4047 ) shareholders are probably feeling a little disappointed, since its shares fell...
Price Target Changed • Nov 12Price target decreased by 17% to JP¥1,500Down from JP¥1,800, the current price target is provided by 1 analyst. New target price is 61% above last closing price of JP¥934. Stock is up 21% over the past year. The company is forecast to post earnings per share of JP¥54.00 next year compared to a net loss per share of JP¥80.24 last year.
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥4.65 (vs JP¥9.87 in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.65 (down from JP¥9.87 in 2Q 2024). Revenue: JP¥15.8b (down 15% from 2Q 2024). Net income: JP¥267.0m (down 53% from 2Q 2024). Profit margin: 1.7% (down from 3.1% in 2Q 2024). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 64 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.4%).
分析記事 • Aug 28Kanto Denka Kogyo's (TSE:4047) Upcoming Dividend Will Be Larger Than Last Year'sKanto Denka Kogyo Co., Ltd.'s ( TSE:4047 ) dividend will be increasing from last year's payment of the same period to...
お知らせ • Aug 27Kanto Denka Kogyo Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Kanto Denka Kogyo Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
分析記事 • Aug 13Kanto Denka Kogyo (TSE:4047) Has Announced That It Will Be Increasing Its Dividend To ¥8.00Kanto Denka Kogyo Co., Ltd. ( TSE:4047 ) has announced that it will be increasing its dividend from last year's...
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥20.28 (vs JP¥5.40 loss in 1Q 2024)First quarter 2025 results: EPS: JP¥20.28 (up from JP¥5.40 loss in 1Q 2024). Revenue: JP¥15.4b (down 5.3% from 1Q 2024). Net income: JP¥1.17b (up JP¥1.48b from 1Q 2024). Profit margin: 7.5% (up from net loss in 1Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
New Risk • Aug 05New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (7.6% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Cash payout ratio: 380%
分析記事 • Jul 26Kanto Denka Kogyo (TSE:4047) Is Paying Out A Larger Dividend Than Last YearThe board of Kanto Denka Kogyo Co., Ltd. ( TSE:4047 ) has announced that it will be paying its dividend of ¥8.00 on the...
分析記事 • Jul 11Kanto Denka Kogyo's (TSE:4047) Upcoming Dividend Will Be Larger Than Last Year'sKanto Denka Kogyo Co., Ltd.'s ( TSE:4047 ) dividend will be increasing from last year's payment of the same period to...
Declared Dividend • Jul 11Final dividend increased to JP¥8.00Dividend of JP¥8.00 is 14% higher than last year. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 1.5%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is not adequately covered by earnings (99% earnings payout ratio) nor is it covered by cash flows (380% cash payout ratio). The dividend has increased by an average of 18% 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 grow by 9.6% to bring the payout ratio under control. EPS is expected to grow by 397% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
お知らせ • Jun 26Kanto Denka Kogyo Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Kanto Denka Kogyo Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 20Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2024 results: JP¥80.24 loss per share (down from JP¥163 profit in FY 2023). Revenue: JP¥64.8b (down 18% from FY 2023). Net loss: JP¥4.61b (down 149% from profit in FY 2023). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
お知らせ • May 17Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 27, 2024Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • May 16+ 1 more updateKanto Denka Kogyo Co., Ltd. Provides Consolidated Earnings Forecast for First Half and the Fiscal Year Ending March 31, 2025Kanto Denka Kogyo Co., Ltd. provided consolidated earnings forecast for first half and the fiscal year ending March 31, 2025. For the period, company expects net sales of ¥31,000 million, operating profit of ¥1,000 million, profit attribute to owner of parents of ¥300 million and Basic earnings per share to be 5.22. For the year, company expects net sales of ¥69,000 million, marking a year-on-year increase, primarily due to expected growth in sales volume of fluorochemicals for semiconductors. operating profit of ¥4,900 million profit attribute to owner of parents of ¥2,900 million and Basic earnings per share to be 50.48.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is on the higher end at 99% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).
分析記事 • Mar 06Kanto Denka Kogyo (TSE:4047) Could Be Struggling To Allocate CapitalWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
お知らせ • Mar 02Kanto Denka Kogyo Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Kanto Denka Kogyo Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
Major Estimate Revision • Feb 16Consensus EPS estimates upgraded to JP¥24.40 lossThe consensus outlook for fiscal year 2024 has been updated. 2024 losses forecast to reduce from -JP¥27.80 to -JP¥24.40 per share. Revenue forecast unchanged from JP¥64.0b at last update. Chemicals industry in Japan expected to see average net income growth of 21% next year. Consensus price target up from JP¥1,100 to JP¥1,700. Share price rose 7.0% to JP¥958 over the past week.
Reported Earnings • Feb 10Third quarter 2024 earnings released: JP¥0.54 loss per share (vs JP¥46.44 profit in 3Q 2023)Third quarter 2024 results: JP¥0.54 loss per share (down from JP¥46.44 profit in 3Q 2023). Revenue: JP¥14.2b (down 29% from 3Q 2023). Net loss: JP¥31.0m (down 101% from profit in 3Q 2023). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 27Kanto Denka Kogyo Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Kanto Denka Kogyo Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥9.87 (vs JP¥39.36 in 2Q 2023)Second quarter 2024 results: EPS: JP¥9.87 (down from JP¥39.36 in 2Q 2023). Revenue: JP¥18.5b (down 2.1% from 2Q 2023). Net income: JP¥567.0m (down 75% from 2Q 2023). Profit margin: 3.1% (down from 12% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 22Kanto Denka Kogyo Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Kanto Denka Kogyo Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥7.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).
Major Estimate Revision • Aug 17Consensus EPS estimates fall by 32%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥79.0b to JP¥77.0b. EPS estimate also fell from JP¥103 per share to JP¥69.60 per share. Net income forecast to shrink 21% next year vs 7.0% growth forecast for Chemicals industry in Japan . Consensus price target down from JP¥1,500 to JP¥1,300. Share price fell 7.9% to JP¥796 over the past week.
Price Target Changed • Aug 14Price target decreased by 12% to JP¥1,300Down from JP¥1,475, the current price target is provided by 1 analyst. New target price is 61% above last closing price of JP¥808. Stock is down 16% over the past year. The company is forecast to post earnings per share of JP¥103 for next year compared to JP¥163 last year.
New Risk • Aug 13New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 8.0% Last year net profit margin: 13% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 12First quarter 2024 earnings released: JP¥5.40 loss per share (vs JP¥51.02 profit in 1Q 2023)First quarter 2024 results: JP¥5.40 loss per share (down from JP¥51.02 profit in 1Q 2023). Revenue: JP¥16.3b (down 11% from 1Q 2023). Net loss: JP¥310.0m (down 111% from profit in 1Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 07Kanto Denka Kogyo Co., Ltd. to Report Q1, 2024 Results on Aug 10, 2023Kanto Denka Kogyo Co., Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023
Major Estimate Revision • May 31Consensus EPS estimates fall by 38%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥87.3b to JP¥79.0b. EPS estimate also fell from JP¥166 per share to JP¥103 per share. Net income forecast to shrink 37% next year vs 5.0% growth forecast for Chemicals industry in Japan . Consensus price target down from JP¥1,475 to JP¥1,275. Share price fell 6.2% to JP¥848 over the past week.
Price Target Changed • May 30Price target decreased by 18% to JP¥1,275Down from JP¥1,560, the current price target is an average from 2 analysts. New target price is 45% above last closing price of JP¥878. Stock is down 5.5% over the past year. The company is forecast to post earnings per share of JP¥103 for next year compared to JP¥163 last year.
Reported Earnings • May 20Full year 2023 earnings released: EPS: JP¥163 (vs JP¥135 in FY 2022)Full year 2023 results: EPS: JP¥163 (up from JP¥135 in FY 2022). Revenue: JP¥78.7b (up 26% from FY 2022). Net income: JP¥9.38b (up 21% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 9.8% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • May 17Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 29, 2023Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥22.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥46.44 (vs JP¥44.96 in 3Q 2022)Third quarter 2023 results: EPS: JP¥46.44 (up from JP¥44.96 in 3Q 2022). Revenue: JP¥19.9b (up 20% from 3Q 2022). Net income: JP¥2.67b (up 3.3% from 3Q 2022). Profit margin: 13% (down from 16% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Dec 28Kanto Denka Kogyo Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Kanto Denka Kogyo Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
Price Target Changed • Dec 06Price target decreased to JP¥1,475Down from JP¥1,660, the current price target is an average from 2 analysts. New target price is 49% above last closing price of JP¥988. Stock is down 6.7% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥135 last year.
Major Estimate Revision • Nov 18Consensus EPS estimates increase by 12%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥78.6b to JP¥83.0b. EPS estimate increased from JP¥147 to JP¥165 per share. Net income forecast to shrink 4.2% next year vs 5.1% growth forecast for Chemicals industry in Japan . Consensus price target down from JP¥1,660 to JP¥1,560. Share price was steady at JP¥987 over the past week.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Yuko Kariya was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥39.36 (vs JP¥23.38 in 2Q 2022)Second quarter 2023 results: EPS: JP¥39.36 (up from JP¥23.38 in 2Q 2022). Revenue: JP¥18.9b (up 31% from 2Q 2022). Net income: JP¥2.26b (up 68% from 2Q 2022). Profit margin: 12% (up from 9.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Sep 22Kanto Denka Kogyo Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Kanto Denka Kogyo Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 08 December 2022. Payout ratio is a comfortable 14% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥51.02 (vs JP¥29.42 in 1Q 2022)First quarter 2023 results: EPS: JP¥51.02 (up from JP¥29.42 in 1Q 2022). Revenue: JP¥18.4b (up 33% from 1Q 2022). Net income: JP¥2.93b (up 73% from 1Q 2022). Profit margin: 16% (up from 12% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 20%, compared to a 9.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Jul 02Kanto Denka Kogyo Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Kanto Denka Kogyo Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
Major Estimate Revision • May 28Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥70.0b to JP¥77.6b. EPS estimate fell from JP¥148 to JP¥145. Net income forecast to grow 6.9% next year vs 4.5% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥1,645 to JP¥1,610. Share price fell 8.3% to JP¥911 over the past week.
Reported Earnings • May 16Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥135 (up from JP¥62.72 in FY 2021). Revenue: JP¥62.3b (up 20% from FY 2021). Net income: JP¥7.76b (up 115% from FY 2021). Profit margin: 13% (up from 6.9% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.4%. Over the next year, revenue is forecast to grow 12%, compared to a 7.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 15Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 29, 2022Kanto Denka Kogyo Co., Ltd., Annual General Meeting, Jun 29, 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. 11 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent Outside Director Hitoshi Habuka was the last independent director to join the board, commencing their role in 2019. 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 07Kanto Denka Kogyo Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Kanto Denka Kogyo Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 5.6% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.6%).
Price Target Changed • Feb 17Price target increased to JP¥2,000Up from JP¥1,710, the current price target is provided by 1 analyst. New target price is 71% above last closing price of JP¥1,173. Stock is up 33% over the past year. The company is forecast to post earnings per share of JP¥139 for next year compared to JP¥62.72 last year.
Reported Earnings • Feb 12Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥44.96 (up from JP¥20.14 in 3Q 2021). Revenue: JP¥16.6b (up 27% from 3Q 2021). Net income: JP¥2.58b (up 123% from 3Q 2021). Profit margin: 16% (up from 8.9% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 16%. Over the next year, revenue is forecast to grow 9.1%, compared to a 6.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥23.38 (vs JP¥8.96 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥14.4b (up 14% from 2Q 2021). Net income: JP¥1.34b (up 161% from 2Q 2021). Profit margin: 9.3% (up from 4.1% 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 17% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.9%).
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥29.42 (vs JP¥5.32 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥13.8b (up 17% from 1Q 2021). Net income: JP¥1.69b (up 452% from 1Q 2021). Profit margin: 12% (up from 2.6% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Major Estimate Revision • May 22Consensus EPS estimates increase to JP¥87.00The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥55.0b to JP¥58.0b. EPS estimate increased from JP¥74.90 to JP¥87.00 per share. Net income forecast to grow 39% next year vs 14% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥1,230 to JP¥1,500. Share price rose 8.0% to JP¥918 over the past week.
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥62.72 (vs JP¥87.29 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥51.9b (down 3.3% from FY 2020). Net income: JP¥3.61b (down 28% from FY 2020). Profit margin: 6.9% (down from 9.4% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.8%).
Is New 90 Day High Low • Feb 15New 90-day high: JP¥894The company is up 26% from its price of JP¥707 on 17 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥1,702 per share.
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥20.14 (vs JP¥27.88 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥13.0b (down 3.5% from 3Q 2020). Net income: JP¥1.16b (down 28% from 3Q 2020). Profit margin: 8.9% (down from 12% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 0.2%. Earnings per share (EPS) missed analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 4.2%, compared to a 6.5% growth forecast for the Chemicals industry in Japan.
