View Financial HealthTODA KOGYO 配当と自社株買い配当金 基準チェック /06TODA KOGYO現在配当金を支払っていません。主要情報0%配当利回り-0.09%バイバック利回り総株主利回り-0.09%将来の配当利回りn/a配当成長n/a次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向0%最近の配当と自社株買いの更新更新なしすべての更新を表示Recent updatesお知らせ • Jun 28TODA KOGYO CORP. to Report Q1, 2027 Results on Aug 07, 2026TODA KOGYO CORP. announced that they will report Q1, 2027 results on Aug 07, 2026New Risk • May 25New 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 9.7% 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 (9.7% average weekly change). Earnings have declined by 27% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥10.1b market cap, or US$63.8m).Reported Earnings • May 20Full year 2026 earnings released: JP¥597 loss per share (vs JP¥616 loss in FY 2025)Full year 2026 results: JP¥597 loss per share (improved from JP¥616 loss in FY 2025). Revenue: JP¥28.0b (down 12% from FY 2025). Net loss: JP¥3.46b (loss narrowed 3.0% from FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.お知らせ • May 15TODA KOGYO CORP., Annual General Meeting, Jun 25, 2026TODA KOGYO CORP., Annual General Meeting, Jun 25, 2026.Reported Earnings • Feb 10Third quarter 2026 earnings released: JP¥34.90 loss per share (vs JP¥13.83 profit in 3Q 2025)Third quarter 2026 results: JP¥34.90 loss per share (down from JP¥13.83 profit in 3Q 2025). Revenue: JP¥6.85b (down 5.5% from 3Q 2025). Net loss: JP¥202.0m (down 353% from profit in 3Q 2025). 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.分析記事 • Jan 14TODA KOGYO CORP.'s (TSE:4100) 32% Price Boost Is Out Of Tune With RevenuesTODA KOGYO CORP. ( TSE:4100 ) shareholders would be excited to see that the share price has had a great month, posting...New Risk • Jan 14New 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 8.1% 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 (8.1% average weekly change). Earnings have declined by 6.4% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥8.49b market cap, or US$53.5m).分析記事 • Jan 08We Like These Underlying Return On Capital Trends At TODA KOGYO (TSE:4100)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Dec 05TODA KOGYO CORP. to Report Q3, 2026 Results on Feb 09, 2026TODA KOGYO CORP. announced that they will report Q3, 2026 results on Feb 09, 2026分析記事 • Nov 17Here's Why TODA KOGYO (TSE:4100) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥0.69 (vs JP¥157 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥0.69 (up from JP¥157 loss in 2Q 2025). Revenue: JP¥7.01b (down 2.6% from 2Q 2025). Net income: JP¥4.00m (up JP¥911.0m from 2Q 2025). Profit margin: 0.1% (up from net loss in 2Q 2025). 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.お知らせ • Sep 04TODA KOGYO CORP. to Report Q2, 2026 Results on Nov 11, 2025TODA KOGYO CORP. announced that they will report Q2, 2026 results on Nov 11, 2025Board Change • Aug 23High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Taro Ikushima was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥19.37 loss per share (vs JP¥4.85 profit in 1Q 2025)First quarter 2026 results: JP¥19.37 loss per share (down from JP¥4.85 profit in 1Q 2025). Revenue: JP¥7.30b (flat on 1Q 2025). Net loss: JP¥112.0m (down JP¥140.0m from profit in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.お知らせ • Jul 02TODA KOGYO CORP. to Report Q1, 2026 Results on Aug 07, 2025TODA KOGYO CORP. announced that they will report Q1, 2026 results on Aug 07, 2025分析記事 • Jul 01Optimistic Investors Push TODA KOGYO CORP. (TSE:4100) Shares Up 30% But Growth Is LackingTODA KOGYO CORP. ( TSE:4100 ) shareholders would be excited to see that the share price has had a great month, posting...New Risk • Jun 24New 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 7.5% 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: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (JP¥6.26b market cap, or US$43.1m).Reported Earnings • May 20Full year 2025 earnings released: JP¥616 loss per share (vs JP¥620 loss in FY 2024)Full year 2025 results: JP¥616 loss per share (improved from JP¥620 loss in FY 2024). Revenue: JP¥31.7b (up 21% from FY 2024). Net loss: JP¥3.56b (flat on FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.お知らせ • May 15TODA KOGYO CORP., Annual General Meeting, Jun 26, 2025TODA KOGYO CORP., Annual General Meeting, Jun 26, 2025.分析記事 • Apr 09Toda Kogyo Corp.'s (TSE:4100) 26% Share Price Plunge Could Signal Some RiskToda Kogyo Corp. ( TSE:4100 ) shares have had a horrible month, losing 26% after a relatively good period beforehand...分析記事 • Apr 07Is Toda Kogyo (TSE:4100) Using Debt Sensibly?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Mar 26Toda Kogyo Corp. to Report Fiscal Year 2025 Results on May 15, 2025Toda Kogyo Corp. announced that they will report fiscal year 2025 results on May 15, 2025お知らせ • Feb 25Toda Kogyo Corp. Provides Consolidated Earning Guidance for the Full Year Ending March 31, 2025Toda Kogyo Corp. provided consolidated earning guidance for the full year ending March 31, 2025. For the full year 2025, the company expects net sales of JPY 29,500 million, operating loss of JPY 100 million, loss attributable to owners of parent of JPY 1,300 million and loss per share of JPY 224.95.Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥13.83 (vs JP¥123 in 3Q 2024)Third quarter 2025 results: EPS: JP¥13.83 (down from JP¥123 in 3Q 2024). Revenue: JP¥7.25b (up 4.5% from 3Q 2024). Net income: JP¥80.0m (down 89% from 3Q 2024). Profit margin: 1.1% (down from 10% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.分析記事 • Feb 07Some Shareholders Feeling Restless Over Toda Kogyo Corp.'s (TSE:4100) P/S RatioIt's not a stretch to say that Toda Kogyo Corp.'s ( TSE:4100 ) price-to-sales (or "P/S") ratio of 0.2x right now seems...New Risk • Feb 06New 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.1% average weekly change). Market cap is less than US$100m (JP¥6.83b market cap, or US$44.8m).お知らせ • Jan 17Toda Kogyo Corp. to Report Q3, 2025 Results on Feb 10, 2025Toda Kogyo Corp. announced that they will report Q3, 2025 results on Feb 10, 2025Board Change • Nov 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Kazuyoshi Okimoto was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 14Second quarter 2025 earnings released: JP¥157 loss per share (vs JP¥23.37 profit in 2Q 2024)Second quarter 2025 results: JP¥157 loss per share (down from JP¥23.37 profit in 2Q 2024). Revenue: JP¥7.20b (up 11% from 2Q 2024). Net loss: JP¥907.0m (down JP¥1.04b from profit in 2Q 2024). 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 25% per year, which means it has not declined as severely as earnings.分析記事 • Nov 13Is Toda Kogyo (TSE:4100) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Oct 06Toda Kogyo Corp. to Report Q2, 2025 Results on Nov 11, 2024Toda Kogyo Corp. announced that they will report Q2, 2025 results on Nov 11, 2024お知らせ • Aug 26Toda Kogyo Corp. Provides Consolidated Earning Guidance for the Six Months Ending September 30, 2024 and Full Year Ending March 31, 2025Toda Kogyo Corp. provided consolidated earning guidance for the six months ending September 30, 2024 and full year ending March 31, 2025. For the six months, the company expects net sales of JPY 15,400 million, operating profit of JPY 100 million, Profit attributable to owners of parent of JPY 100 million and earnings per share of JPY 17.31. For the full year 2025, the company expects net sales of JPY 32,000 million, operating profit of JPY 700 million, Profit attributable to owners of parent of JPY 600 million and Earnings per share of JPY 103.88.分析記事 • Aug 06Risks Still Elevated At These Prices As Toda Kogyo Corp. (TSE:4100) Shares Dive 30%The Toda Kogyo Corp. ( TSE:4100 ) share price has fared very poorly over the last month, falling by a substantial 30...お知らせ • Jun 28Toda Kogyo Corp. to Report Q1, 2025 Results on Aug 07, 2024Toda Kogyo Corp. announced that they will report Q1, 2025 results on Aug 07, 2024お知らせ • Jun 05Toda Kogyo Corp. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and Full Year Ending March 31, 2025Toda Kogyo Corp. provided consolidated earnings guidance for the six months ending September 30, 2024 and full year ending March 31, 2025. For the six months, the company expects net sales of ¥15,400 million, operating profit of ¥100 million, profit attributable to owners of parent of ¥100 million and earnings per share of ¥17.31. For the year, the company expects net sales of ¥32,000 million, operating profit of ¥700 million, profit attributable to owners of parent of ¥600 million and earnings per share of ¥103.88.Reported Earnings • May 19Full year 2024 earnings released: JP¥620 loss per share (vs JP¥566 profit in FY 2023)Full year 2024 results: JP¥620 loss per share (down from JP¥566 profit in FY 2023). Revenue: JP¥26.2b (down 25% from FY 2023). Net loss: JP¥3.58b (down 210% from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.お知らせ • May 17Toda Kogyo Corp., Annual General Meeting, Jun 26, 2024Toda Kogyo Corp., Annual General Meeting, Jun 26, 2024.New Risk • May 16New 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 8.1% 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 Interest payments are not well covered by earnings (2.3x net interest cover). Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥9.99b market cap, or US$64.6m).Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,729, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total loss to shareholders of 25% over the past three years.分析記事 • Apr 01Toda Kogyo Corp.'s (TSE:4100) Price Is Right But Growth Is Lacking After Shares Rocket 26%Despite an already strong run, Toda Kogyo Corp. ( TSE:4100 ) shares have been powering on, with a gain of 26% in the...New Risk • Mar 29New 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 6.5% 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 Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥12.2b market cap, or US$80.9m).Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,119, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total loss to shareholders of 4.1% over the past three years.お知らせ • Mar 20Toda Kogyo Corp. to Report Fiscal Year 2024 Results on May 15, 2024Toda Kogyo Corp. announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥123 (vs JP¥195 in 3Q 2023)Third quarter 2024 results: EPS: JP¥123 (down from JP¥195 in 3Q 2023). Revenue: JP¥6.94b (down 21% from 3Q 2023). Net income: JP¥712.0m (down 37% from 3Q 2023). Profit margin: 10% (down from 13% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Dec 10Toda Kogyo Corp. to Report Q3, 2024 Results on Feb 09, 2024Toda Kogyo Corp. announced that they will report Q3, 2024 results on Feb 09, 2024お知らせ • Nov 29Toda Kogyo Corp. Revises Earnings Guidance for the Year Ending March 31, 2024Toda Kogyo Corp. revised earnings guidance for the year ending March 31, 2024. For the full year ending March 31, 2024, the company expects net sales of JPY 26,500 million, operating profit of JPY 200 million and profit attributable to owners of the parent of JPY 700 million or JPY 121.22 per share.Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥23.37 (vs JP¥122 in 2Q 2023)Second quarter 2024 results: EPS: JP¥23.37 (down from JP¥122 in 2Q 2023). Revenue: JP¥6.49b (down 28% from 2Q 2023). Net income: JP¥135.0m (down 81% from 2Q 2023). Profit margin: 2.1% (down from 7.8% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Aug 27Toda Kogyo Corp. to Report Q2, 2024 Results on Nov 10, 2023Toda Kogyo Corp. announced that they will report Q2, 2024 results on Nov 10, 2023お知らせ • Aug 25Toda Kogyo Corp. Updates Consolidated Earnings Guidance for the Six Month Ending September 30, 2023 and Full Year Ending March 31, 2024Toda Kogyo Corp. updated consolidated earnings guidance for the six month ending September 30, 2023 and full year 2023. For the six months ending September 30, 2023, the company expects net sales to be JPY 12,500 million, operating loss to be JPY 500 million, profit attributable to owners of the parent to be JPY 300 million, basic earnings per share to be JPY 51.97.For the full year ending March 31, 2024, the company expects net sales to be JPY 29,000 million, operating profit to be JPY 800 million, profit attributable to owners of the parent to be JPY 1,000 million, basic earnings per share to be JPY 173.23.Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥115 (vs JP¥148 in 1Q 2023)First quarter 2024 results: EPS: JP¥115 (down from JP¥148 in 1Q 2023). Revenue: JP¥6.18b (down 36% from 1Q 2023). Net income: JP¥666.0m (down 22% from 1Q 2023). Profit margin: 11% (up from 8.8% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Jun 16Toda Kogyo Corp. to Report Q1, 2024 Results on Aug 08, 2023Toda Kogyo Corp. announced that they will report Q1, 2024 results on Aug 08, 2023Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥566 (up from JP¥541 in FY 2022). Revenue: JP¥34.9b (down 1.1% from FY 2022). Net income: JP¥3.27b (up 4.9% from FY 2022). Profit margin: 9.4% (up from 8.8% in FY 2022). Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 24%. Revenue is forecast to grow 12% 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 102% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥195 (vs JP¥96.29 in 3Q 2022)Third quarter 2023 results: EPS: JP¥195 (up from JP¥96.29 in 3Q 2022). Revenue: JP¥8.73b (flat on 3Q 2022). Net income: JP¥1.12b (up 102% from 3Q 2022). Profit margin: 13% (up from 6.4% in 3Q 2022). Revenue is forecast to grow 5.9% 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 87% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 02Toda Kogyo Corp. Provides Consolidated Earnings Guidance for Year Ending March 31, 2022Toda Kogyo Corp. provided consolidated earnings guidance for year ending March 31, 2022. For the period, the company expected net sales of JPY 36,000 million, operating profit of JPY 1,800 million, profit attributable to owners of parent of JPY 2,400 million, Basic earnings per share of JPY 416.08 per basic share.お知らせ • Dec 01Toda Kogyo Corp. to Report Q3, 2023 Results on Feb 10, 2023Toda Kogyo Corp. announced that they will report Q3, 2023 results on Feb 10, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥122 (vs JP¥105 in 2Q 2022)Second quarter 2023 results: EPS: JP¥122 (up from JP¥105 in 2Q 2022). Revenue: JP¥9.05b (up 16% from 2Q 2022). Net income: JP¥702.0m (up 16% from 2Q 2022). Profit margin: 7.8% (up from 7.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% 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 66% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Takafumi Mizuno was the last independent director to join the board, commencing their role in 2018. 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¥122 (vs JP¥105 in 2Q 2022)Second quarter 2023 results: EPS: JP¥122 (up from JP¥105 in 2Q 2022). Revenue: JP¥9.05b (up 16% from 2Q 2022). Net income: JP¥702.0m (up 16% from 2Q 2022). Profit margin: 7.8% (up from 7.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% 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 66% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,090, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 39% over the past three years.お知らせ • Sep 03Toda Kogyo Corp. to Report Q2, 2023 Results on Nov 11, 2022Toda Kogyo Corp. announced that they will report Q2, 2023 results on Nov 11, 2022お知らせ • Aug 27Toda Kogyo Corp. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Full Year Ending March 31, 2023Toda Kogyo Corp. provided consolidated earnings guidance for the six months ending September 30, 2022 and full year ending March 31, 2023. For the period, the company expects net sales of ¥18,500 million, operating profit of ¥1,100 million, profit attributable to owners of parent of ¥1,000 million or earnings per share of ¥173.28.For the year, the company expects net sales of ¥40,000 million, operating profit of ¥1,600 million, profit attributable to owners of parent of ¥1,500 million or earnings per share of ¥260.22.Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: JP¥148 (vs JP¥164 in 1Q 2022)First quarter 2023 results: EPS: JP¥148 (down from JP¥164 in 1Q 2022). Revenue: JP¥9.71b (up 19% from 1Q 2022). Net income: JP¥852.0m (down 9.8% from 1Q 2022). Profit margin: 8.8% (down from 12% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 12%, compared to a 9.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 07Toda Kogyo Corp. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Full Year Ending March 31, 2023Toda Kogyo Corp. provided consolidated earnings guidance for the six months ending September 30, 2022 and full year ending March 31, 2023. For the six months, the company expects net sales of ¥19,000 million, operating profit of ¥800 million, profit attributable to owners of parent of ¥700 million and earnings per share of ¥121.44. For the year, the company expects net sales of ¥40,000 million, operating profit of ¥1,600 million, profit attributable to owners of parent of ¥1,500 million and earnings per share of ¥260.22.お知らせ • Jun 05Toda Kogyo Corp. to Report Q1, 2023 Results on Aug 08, 2022Toda Kogyo Corp. announced that they will report Q1, 2023 results on Aug 08, 2022Reported Earnings • May 19Full year 2022 earnings released: EPS: JP¥541 (vs JP¥719 loss in FY 2021)Full year 2022 results: EPS: JP¥541 (up from JP¥719 loss in FY 2021). Revenue: JP¥35.3b (up 22% from FY 2021). Net income: JP¥3.12b (up JP¥7.26b from FY 2021). Profit margin: 8.8% (up from net loss in FY 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.お知らせ • May 18Toda Kogyo Corp., Annual General Meeting, Jun 28, 2022Toda Kogyo Corp., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). External Director Hidemitsu Kuwano was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Toda Kogyo Corp. to Report Fiscal Year 2022 Results on May 13, 2022Toda Kogyo Corp. announced that they will report fiscal year 2022 results on May 13, 2022お知らせ • Feb 10Toda Kogyo Corp. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2022Toda Kogyo Corp. provided consolidated earnings guidance for the full year ending March 31, 2022. For the period, the company expects net sales of JPY 34,500 million, operating profit of JPY 2,200 million, profit attributable to owners of parent of JPY 2,300 million and earnings per share of JPY 399.01.Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥96.28 (up from JP¥3.47 in 3Q 2021). Revenue: JP¥8.69b (up 24% from 3Q 2021). Net income: JP¥555.0m (up JP¥535.0m from 3Q 2021). Profit margin: 6.4% (up from 0.3% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥105 (vs JP¥86.41 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥7.81b (up 16% from 2Q 2021). Net income: JP¥605.0m (up JP¥1.10b from 2Q 2021). Profit margin: 7.7% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.お知らせ • Aug 17Toda Kogyo Corp. (TSE:4100) completed the acquisition of a 60% stake in Jiangmen Kyoritsu Magnetic Industry Technology Co., Ltd. from Geika Yamamoto.Toda Kogyo Corp. (TSE:4100) entered into an agreement to acquire a 60% stake in Jiangmen Kyoritsu Magnetic Industry Technology Co., Ltd. from Geika Yamamoto on June 29, 2021. The consideration is paid in cash. The funds for this acquisition will be allocated from borrowings from financial institutions. For the fiscal year ended December 2020, reported Total Assets of CNY 1.3 billion, net assets as CNY 891 million, sales as CNY 1.8 billion and Net income of CNY 527 million. The transaction is subject to approval of regulatory agency in accordance with laws and regulations. The transaction is expected to close on August 10, 2021. Toda Kogyo Corp. (TSE:4100) completed the acquisition of a 60% stake in Jiangmen Kyoritsu Magnetic Industry Technology Co., Ltd. from Geika Yamamoto on August 16, 2021.Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥164 (vs JP¥39.39 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥8.17b (up 23% from 1Q 2021). Net income: JP¥945.0m (up JP¥1.17b from 1Q 2021). Profit margin: 12% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.お知らせ • Aug 08Toda Kogyo Corp. Provides Earnings Guidance for the First Half and Full Year of Fiscal Year Ending March 31, 2021Toda Kogyo Corp. provided earnings guidance for the first half and full year of fiscal year ending March 31, 2021. For the first half, the company expects Net sales of JPY 16,000 million, Operating profit of JPY 1,000 million, Ordinary profit of JPY 1,500 million, Profit attributable to owners of parent of JPY 1,200 million and Earnings per share of JPY 208.21. For the full year, the company expects Net sales of JPY 31,000 million, Operating profit of JPY 1,700 million, Ordinary profit of JPY 2,400 million, Profit attributable to owners of parent of JPY 1,800 million and Earnings per share of JPY 312.32.お知らせ • Jun 30Toda Kogyo Corp. (TSE:4100) entered into an agreement to acquire a 60% stake in Jiangmen Kyoritsu Magnetic Industry Technology Co., Ltd. from Geika Yamamoto.Toda Kogyo Corp. (TSE:4100) entered into an agreement to acquire a 60% stake in Jiangmen Kyoritsu Magnetic Industry Technology Co., Ltd. from Geika Yamamoto on June 29, 2021. The consideration is paid in cash. The funds for this acquisition will be allocated from borrowings from financial institutions. For the fiscal year ended December 2020, reported Total Assets of CNY 1.3 billion, net assets as CNY 891 million, sales as CNY 1.8 billion and Net income of CNY 527 million. The transaction is subject to approval of regulatory agency in accordance with laws and regulations. The transaction is expected to close on August 10, 2021.Reported Earnings • May 16Full year 2021 earnings released: JP¥719 loss per share (vs JP¥917 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥29.0b (down 12% from FY 2020). Net loss: JP¥4.14b (loss narrowed 22% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.お知らせ • Mar 05Toda Kogyo Corp. to Report Fiscal Year 2021 Results on May 13, 2021Toda Kogyo Corp. announced that they will report fiscal year 2021 results on May 13, 2021Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥3.47 (vs JP¥2.08 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥6.99b (down 18% from 3Q 2020). Net income: JP¥20.0m (up 67% from 3Q 2020). Profit margin: 0.3% (up from 0.1% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.Is New 90 Day High Low • Dec 04New 90-day high: JP¥2,593The company is up 5.0% from its price of JP¥2,471 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 18% over the same period.お知らせ • Sep 04Toda Kogyo Corp. to Report Q2, 2021 Results on Nov 11, 2020Toda Kogyo Corp. announced that they will report Q2, 2021 results on Nov 11, 2020お知らせ • Jul 05Toda Kogyo Corp. to Report Q1, 2021 Results on Aug 06, 2020Toda Kogyo Corp. announced that they will report Q1, 2021 results on Aug 06, 2020決済の安定と成長配当データの取得安定した配当: 4100の 1 株当たり配当が過去に安定していたかどうかを判断するにはデータが不十分です。増加する配当: 4100の配当金が増加しているかどうかを判断するにはデータが不十分です。配当利回り対市場TODA KOGYO 配当利回り対市場4100 配当利回りは市場と比べてどうか？セグメント配当利回り会社 (4100)0%市場下位25% (JP)1.8%市場トップ25% (JP)3.8%業界平均 (Chemicals)2.0%アナリスト予想 (4100) (最長3年)n/a注目すべき配当: 4100は最近配当金を報告していないため、配当金支払者の下位 25% に対して同社の配当利回りを評価することはできません。高配当: 4100は最近配当金を報告していないため、配当金支払者の上位 25% に対して同社の配当利回りを評価することはできません。株主への利益配当収益カバレッジ: 4100 JP市場において目立った配当金を支払っていません。株主配当金キャッシュフローカバレッジ: 4100が配当金を報告していないため、配当金の持続可能性を計算できません。高配当企業の発掘7D1Y7D1Y7D1YJP 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/16 16:32終値2026/07/16 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、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。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TODA KOGYO CORP. 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。4 アナリスト機関Mitsuharu WatanabeDaiwa Securities Co. Ltd.Koichi HariyaIchiyoshi Research Institute Inc.Shigekazu IshidaMarusan Securities Co. Ltd.1 その他のアナリストを表示
お知らせ • Jun 28TODA KOGYO CORP. to Report Q1, 2027 Results on Aug 07, 2026TODA KOGYO CORP. announced that they will report Q1, 2027 results on Aug 07, 2026
New Risk • May 25New 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 9.7% 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 (9.7% average weekly change). Earnings have declined by 27% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥10.1b market cap, or US$63.8m).
Reported Earnings • May 20Full year 2026 earnings released: JP¥597 loss per share (vs JP¥616 loss in FY 2025)Full year 2026 results: JP¥597 loss per share (improved from JP¥616 loss in FY 2025). Revenue: JP¥28.0b (down 12% from FY 2025). Net loss: JP¥3.46b (loss narrowed 3.0% from FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance.
お知らせ • May 15TODA KOGYO CORP., Annual General Meeting, Jun 25, 2026TODA KOGYO CORP., Annual General Meeting, Jun 25, 2026.
Reported Earnings • Feb 10Third quarter 2026 earnings released: JP¥34.90 loss per share (vs JP¥13.83 profit in 3Q 2025)Third quarter 2026 results: JP¥34.90 loss per share (down from JP¥13.83 profit in 3Q 2025). Revenue: JP¥6.85b (down 5.5% from 3Q 2025). Net loss: JP¥202.0m (down 353% from profit in 3Q 2025). 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.
分析記事 • Jan 14TODA KOGYO CORP.'s (TSE:4100) 32% Price Boost Is Out Of Tune With RevenuesTODA KOGYO CORP. ( TSE:4100 ) shareholders would be excited to see that the share price has had a great month, posting...
New Risk • Jan 14New 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 8.1% 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 (8.1% average weekly change). Earnings have declined by 6.4% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥8.49b market cap, or US$53.5m).
分析記事 • Jan 08We Like These Underlying Return On Capital Trends At TODA KOGYO (TSE:4100)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Dec 05TODA KOGYO CORP. to Report Q3, 2026 Results on Feb 09, 2026TODA KOGYO CORP. announced that they will report Q3, 2026 results on Feb 09, 2026
分析記事 • Nov 17Here's Why TODA KOGYO (TSE:4100) Has A Meaningful Debt BurdenHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥0.69 (vs JP¥157 loss in 2Q 2025)Second quarter 2026 results: EPS: JP¥0.69 (up from JP¥157 loss in 2Q 2025). Revenue: JP¥7.01b (down 2.6% from 2Q 2025). Net income: JP¥4.00m (up JP¥911.0m from 2Q 2025). Profit margin: 0.1% (up from net loss in 2Q 2025). 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.
お知らせ • Sep 04TODA KOGYO CORP. to Report Q2, 2026 Results on Nov 11, 2025TODA KOGYO CORP. announced that they will report Q2, 2026 results on Nov 11, 2025
Board Change • Aug 23High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Outside Director Taro Ikushima was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Aug 08First quarter 2026 earnings released: JP¥19.37 loss per share (vs JP¥4.85 profit in 1Q 2025)First quarter 2026 results: JP¥19.37 loss per share (down from JP¥4.85 profit in 1Q 2025). Revenue: JP¥7.30b (flat on 1Q 2025). Net loss: JP¥112.0m (down JP¥140.0m from profit in 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 02TODA KOGYO CORP. to Report Q1, 2026 Results on Aug 07, 2025TODA KOGYO CORP. announced that they will report Q1, 2026 results on Aug 07, 2025
分析記事 • Jul 01Optimistic Investors Push TODA KOGYO CORP. (TSE:4100) Shares Up 30% But Growth Is LackingTODA KOGYO CORP. ( TSE:4100 ) shareholders would be excited to see that the share price has had a great month, posting...
New Risk • Jun 24New 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 7.5% 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: Minor Risks Share price has been volatile over the past 3 months (7.5% average weekly change). Market cap is less than US$100m (JP¥6.26b market cap, or US$43.1m).
Reported Earnings • May 20Full year 2025 earnings released: JP¥616 loss per share (vs JP¥620 loss in FY 2024)Full year 2025 results: JP¥616 loss per share (improved from JP¥620 loss in FY 2024). Revenue: JP¥31.7b (up 21% from FY 2024). Net loss: JP¥3.56b (flat on FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
お知らせ • May 15TODA KOGYO CORP., Annual General Meeting, Jun 26, 2025TODA KOGYO CORP., Annual General Meeting, Jun 26, 2025.
分析記事 • Apr 09Toda Kogyo Corp.'s (TSE:4100) 26% Share Price Plunge Could Signal Some RiskToda Kogyo Corp. ( TSE:4100 ) shares have had a horrible month, losing 26% after a relatively good period beforehand...
分析記事 • Apr 07Is Toda Kogyo (TSE:4100) Using Debt Sensibly?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Mar 26Toda Kogyo Corp. to Report Fiscal Year 2025 Results on May 15, 2025Toda Kogyo Corp. announced that they will report fiscal year 2025 results on May 15, 2025
お知らせ • Feb 25Toda Kogyo Corp. Provides Consolidated Earning Guidance for the Full Year Ending March 31, 2025Toda Kogyo Corp. provided consolidated earning guidance for the full year ending March 31, 2025. For the full year 2025, the company expects net sales of JPY 29,500 million, operating loss of JPY 100 million, loss attributable to owners of parent of JPY 1,300 million and loss per share of JPY 224.95.
Reported Earnings • Feb 12Third quarter 2025 earnings released: EPS: JP¥13.83 (vs JP¥123 in 3Q 2024)Third quarter 2025 results: EPS: JP¥13.83 (down from JP¥123 in 3Q 2024). Revenue: JP¥7.25b (up 4.5% from 3Q 2024). Net income: JP¥80.0m (down 89% from 3Q 2024). Profit margin: 1.1% (down from 10% in 3Q 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
分析記事 • Feb 07Some Shareholders Feeling Restless Over Toda Kogyo Corp.'s (TSE:4100) P/S RatioIt's not a stretch to say that Toda Kogyo Corp.'s ( TSE:4100 ) price-to-sales (or "P/S") ratio of 0.2x right now seems...
New Risk • Feb 06New 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. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.1% average weekly change). Market cap is less than US$100m (JP¥6.83b market cap, or US$44.8m).
お知らせ • Jan 17Toda Kogyo Corp. to Report Q3, 2025 Results on Feb 10, 2025Toda Kogyo Corp. announced that they will report Q3, 2025 results on Feb 10, 2025
Board Change • Nov 21High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director Kazuyoshi Okimoto was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 14Second quarter 2025 earnings released: JP¥157 loss per share (vs JP¥23.37 profit in 2Q 2024)Second quarter 2025 results: JP¥157 loss per share (down from JP¥23.37 profit in 2Q 2024). Revenue: JP¥7.20b (up 11% from 2Q 2024). Net loss: JP¥907.0m (down JP¥1.04b from profit in 2Q 2024). 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 25% per year, which means it has not declined as severely as earnings.
分析記事 • Nov 13Is Toda Kogyo (TSE:4100) Using Too Much Debt?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Oct 06Toda Kogyo Corp. to Report Q2, 2025 Results on Nov 11, 2024Toda Kogyo Corp. announced that they will report Q2, 2025 results on Nov 11, 2024
お知らせ • Aug 26Toda Kogyo Corp. Provides Consolidated Earning Guidance for the Six Months Ending September 30, 2024 and Full Year Ending March 31, 2025Toda Kogyo Corp. provided consolidated earning guidance for the six months ending September 30, 2024 and full year ending March 31, 2025. For the six months, the company expects net sales of JPY 15,400 million, operating profit of JPY 100 million, Profit attributable to owners of parent of JPY 100 million and earnings per share of JPY 17.31. For the full year 2025, the company expects net sales of JPY 32,000 million, operating profit of JPY 700 million, Profit attributable to owners of parent of JPY 600 million and Earnings per share of JPY 103.88.
分析記事 • Aug 06Risks Still Elevated At These Prices As Toda Kogyo Corp. (TSE:4100) Shares Dive 30%The Toda Kogyo Corp. ( TSE:4100 ) share price has fared very poorly over the last month, falling by a substantial 30...
お知らせ • Jun 28Toda Kogyo Corp. to Report Q1, 2025 Results on Aug 07, 2024Toda Kogyo Corp. announced that they will report Q1, 2025 results on Aug 07, 2024
お知らせ • Jun 05Toda Kogyo Corp. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and Full Year Ending March 31, 2025Toda Kogyo Corp. provided consolidated earnings guidance for the six months ending September 30, 2024 and full year ending March 31, 2025. For the six months, the company expects net sales of ¥15,400 million, operating profit of ¥100 million, profit attributable to owners of parent of ¥100 million and earnings per share of ¥17.31. For the year, the company expects net sales of ¥32,000 million, operating profit of ¥700 million, profit attributable to owners of parent of ¥600 million and earnings per share of ¥103.88.
Reported Earnings • May 19Full year 2024 earnings released: JP¥620 loss per share (vs JP¥566 profit in FY 2023)Full year 2024 results: JP¥620 loss per share (down from JP¥566 profit in FY 2023). Revenue: JP¥26.2b (down 25% from FY 2023). Net loss: JP¥3.58b (down 210% from profit in FY 2023). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
お知らせ • May 17Toda Kogyo Corp., Annual General Meeting, Jun 26, 2024Toda Kogyo Corp., Annual General Meeting, Jun 26, 2024.
New Risk • May 16New 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 8.1% 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 Interest payments are not well covered by earnings (2.3x net interest cover). Share price has been highly volatile over the past 3 months (8.1% average weekly change). Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥9.99b market cap, or US$64.6m).
Valuation Update With 7 Day Price Move • May 16Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,729, the stock trades at a trailing P/E ratio of 4.7x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total loss to shareholders of 25% over the past three years.
分析記事 • Apr 01Toda Kogyo Corp.'s (TSE:4100) Price Is Right But Growth Is Lacking After Shares Rocket 26%Despite an already strong run, Toda Kogyo Corp. ( TSE:4100 ) shares have been powering on, with a gain of 26% in the...
New Risk • Mar 29New 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 6.5% 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 Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥12.2b market cap, or US$80.9m).
Valuation Update With 7 Day Price Move • Mar 29Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,119, the stock trades at a trailing P/E ratio of 5.8x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total loss to shareholders of 4.1% over the past three years.
お知らせ • Mar 20Toda Kogyo Corp. to Report Fiscal Year 2024 Results on May 15, 2024Toda Kogyo Corp. announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥123 (vs JP¥195 in 3Q 2023)Third quarter 2024 results: EPS: JP¥123 (down from JP¥195 in 3Q 2023). Revenue: JP¥6.94b (down 21% from 3Q 2023). Net income: JP¥712.0m (down 37% from 3Q 2023). Profit margin: 10% (down from 13% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 92% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Dec 10Toda Kogyo Corp. to Report Q3, 2024 Results on Feb 09, 2024Toda Kogyo Corp. announced that they will report Q3, 2024 results on Feb 09, 2024
お知らせ • Nov 29Toda Kogyo Corp. Revises Earnings Guidance for the Year Ending March 31, 2024Toda Kogyo Corp. revised earnings guidance for the year ending March 31, 2024. For the full year ending March 31, 2024, the company expects net sales of JPY 26,500 million, operating profit of JPY 200 million and profit attributable to owners of the parent of JPY 700 million or JPY 121.22 per share.
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥23.37 (vs JP¥122 in 2Q 2023)Second quarter 2024 results: EPS: JP¥23.37 (down from JP¥122 in 2Q 2023). Revenue: JP¥6.49b (down 28% from 2Q 2023). Net income: JP¥135.0m (down 81% from 2Q 2023). Profit margin: 2.1% (down from 7.8% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 102% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Aug 27Toda Kogyo Corp. to Report Q2, 2024 Results on Nov 10, 2023Toda Kogyo Corp. announced that they will report Q2, 2024 results on Nov 10, 2023
お知らせ • Aug 25Toda Kogyo Corp. Updates Consolidated Earnings Guidance for the Six Month Ending September 30, 2023 and Full Year Ending March 31, 2024Toda Kogyo Corp. updated consolidated earnings guidance for the six month ending September 30, 2023 and full year 2023. For the six months ending September 30, 2023, the company expects net sales to be JPY 12,500 million, operating loss to be JPY 500 million, profit attributable to owners of the parent to be JPY 300 million, basic earnings per share to be JPY 51.97.For the full year ending March 31, 2024, the company expects net sales to be JPY 29,000 million, operating profit to be JPY 800 million, profit attributable to owners of the parent to be JPY 1,000 million, basic earnings per share to be JPY 173.23.
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥115 (vs JP¥148 in 1Q 2023)First quarter 2024 results: EPS: JP¥115 (down from JP¥148 in 1Q 2023). Revenue: JP¥6.18b (down 36% from 1Q 2023). Net income: JP¥666.0m (down 22% from 1Q 2023). Profit margin: 11% (up from 8.8% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 105% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Jun 16Toda Kogyo Corp. to Report Q1, 2024 Results on Aug 08, 2023Toda Kogyo Corp. announced that they will report Q1, 2024 results on Aug 08, 2023
Reported Earnings • May 17Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥566 (up from JP¥541 in FY 2022). Revenue: JP¥34.9b (down 1.1% from FY 2022). Net income: JP¥3.27b (up 4.9% from FY 2022). Profit margin: 9.4% (up from 8.8% in FY 2022). Revenue missed analyst estimates by 10%. Earnings per share (EPS) exceeded analyst estimates by 24%. Revenue is forecast to grow 12% 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 102% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥195 (vs JP¥96.29 in 3Q 2022)Third quarter 2023 results: EPS: JP¥195 (up from JP¥96.29 in 3Q 2022). Revenue: JP¥8.73b (flat on 3Q 2022). Net income: JP¥1.12b (up 102% from 3Q 2022). Profit margin: 13% (up from 6.4% in 3Q 2022). Revenue is forecast to grow 5.9% 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 87% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 02Toda Kogyo Corp. Provides Consolidated Earnings Guidance for Year Ending March 31, 2022Toda Kogyo Corp. provided consolidated earnings guidance for year ending March 31, 2022. For the period, the company expected net sales of JPY 36,000 million, operating profit of JPY 1,800 million, profit attributable to owners of parent of JPY 2,400 million, Basic earnings per share of JPY 416.08 per basic share.
お知らせ • Dec 01Toda Kogyo Corp. to Report Q3, 2023 Results on Feb 10, 2023Toda Kogyo Corp. announced that they will report Q3, 2023 results on Feb 10, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥122 (vs JP¥105 in 2Q 2022)Second quarter 2023 results: EPS: JP¥122 (up from JP¥105 in 2Q 2022). Revenue: JP¥9.05b (up 16% from 2Q 2022). Net income: JP¥702.0m (up 16% from 2Q 2022). Profit margin: 7.8% (up from 7.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% 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 66% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 4 non-independent directors. Independent Outside Director Takafumi Mizuno was the last independent director to join the board, commencing their role in 2018. 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¥122 (vs JP¥105 in 2Q 2022)Second quarter 2023 results: EPS: JP¥122 (up from JP¥105 in 2Q 2022). Revenue: JP¥9.05b (up 16% from 2Q 2022). Net income: JP¥702.0m (up 16% from 2Q 2022). Profit margin: 7.8% (up from 7.7% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% 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 66% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Sep 13Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥3,090, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 39% over the past three years.
お知らせ • Sep 03Toda Kogyo Corp. to Report Q2, 2023 Results on Nov 11, 2022Toda Kogyo Corp. announced that they will report Q2, 2023 results on Nov 11, 2022
お知らせ • Aug 27Toda Kogyo Corp. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Full Year Ending March 31, 2023Toda Kogyo Corp. provided consolidated earnings guidance for the six months ending September 30, 2022 and full year ending March 31, 2023. For the period, the company expects net sales of ¥18,500 million, operating profit of ¥1,100 million, profit attributable to owners of parent of ¥1,000 million or earnings per share of ¥173.28.For the year, the company expects net sales of ¥40,000 million, operating profit of ¥1,600 million, profit attributable to owners of parent of ¥1,500 million or earnings per share of ¥260.22.
Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: JP¥148 (vs JP¥164 in 1Q 2022)First quarter 2023 results: EPS: JP¥148 (down from JP¥164 in 1Q 2022). Revenue: JP¥9.71b (up 19% from 1Q 2022). Net income: JP¥852.0m (down 9.8% from 1Q 2022). Profit margin: 8.8% (down from 12% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 12%, compared to a 9.3% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 07Toda Kogyo Corp. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Full Year Ending March 31, 2023Toda Kogyo Corp. provided consolidated earnings guidance for the six months ending September 30, 2022 and full year ending March 31, 2023. For the six months, the company expects net sales of ¥19,000 million, operating profit of ¥800 million, profit attributable to owners of parent of ¥700 million and earnings per share of ¥121.44. For the year, the company expects net sales of ¥40,000 million, operating profit of ¥1,600 million, profit attributable to owners of parent of ¥1,500 million and earnings per share of ¥260.22.
お知らせ • Jun 05Toda Kogyo Corp. to Report Q1, 2023 Results on Aug 08, 2022Toda Kogyo Corp. announced that they will report Q1, 2023 results on Aug 08, 2022
Reported Earnings • May 19Full year 2022 earnings released: EPS: JP¥541 (vs JP¥719 loss in FY 2021)Full year 2022 results: EPS: JP¥541 (up from JP¥719 loss in FY 2021). Revenue: JP¥35.3b (up 22% from FY 2021). Net income: JP¥3.12b (up JP¥7.26b from FY 2021). Profit margin: 8.8% (up from net loss in FY 2021). The move to profitability was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year.
お知らせ • May 18Toda Kogyo Corp., Annual General Meeting, Jun 28, 2022Toda Kogyo Corp., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 3 highly experienced directors. No independent directors (7 non-independent directors). External Director Hidemitsu Kuwano was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Toda Kogyo Corp. to Report Fiscal Year 2022 Results on May 13, 2022Toda Kogyo Corp. announced that they will report fiscal year 2022 results on May 13, 2022
お知らせ • Feb 10Toda Kogyo Corp. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2022Toda Kogyo Corp. provided consolidated earnings guidance for the full year ending March 31, 2022. For the period, the company expects net sales of JPY 34,500 million, operating profit of JPY 2,200 million, profit attributable to owners of parent of JPY 2,300 million and earnings per share of JPY 399.01.
Reported Earnings • Feb 09Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥96.28 (up from JP¥3.47 in 3Q 2021). Revenue: JP¥8.69b (up 24% from 3Q 2021). Net income: JP¥555.0m (up JP¥535.0m from 3Q 2021). Profit margin: 6.4% (up from 0.3% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 11Second quarter 2022 earnings released: EPS JP¥105 (vs JP¥86.41 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥7.81b (up 16% from 2Q 2021). Net income: JP¥605.0m (up JP¥1.10b from 2Q 2021). Profit margin: 7.7% (up from net loss in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 17Toda Kogyo Corp. (TSE:4100) completed the acquisition of a 60% stake in Jiangmen Kyoritsu Magnetic Industry Technology Co., Ltd. from Geika Yamamoto.Toda Kogyo Corp. (TSE:4100) entered into an agreement to acquire a 60% stake in Jiangmen Kyoritsu Magnetic Industry Technology Co., Ltd. from Geika Yamamoto on June 29, 2021. The consideration is paid in cash. The funds for this acquisition will be allocated from borrowings from financial institutions. For the fiscal year ended December 2020, reported Total Assets of CNY 1.3 billion, net assets as CNY 891 million, sales as CNY 1.8 billion and Net income of CNY 527 million. The transaction is subject to approval of regulatory agency in accordance with laws and regulations. The transaction is expected to close on August 10, 2021. Toda Kogyo Corp. (TSE:4100) completed the acquisition of a 60% stake in Jiangmen Kyoritsu Magnetic Industry Technology Co., Ltd. from Geika Yamamoto on August 16, 2021.
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥164 (vs JP¥39.39 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥8.17b (up 23% from 1Q 2021). Net income: JP¥945.0m (up JP¥1.17b from 1Q 2021). Profit margin: 12% (up from net loss in 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 90 percentage points per year, which is a significant difference in performance.
お知らせ • Aug 08Toda Kogyo Corp. Provides Earnings Guidance for the First Half and Full Year of Fiscal Year Ending March 31, 2021Toda Kogyo Corp. provided earnings guidance for the first half and full year of fiscal year ending March 31, 2021. For the first half, the company expects Net sales of JPY 16,000 million, Operating profit of JPY 1,000 million, Ordinary profit of JPY 1,500 million, Profit attributable to owners of parent of JPY 1,200 million and Earnings per share of JPY 208.21. For the full year, the company expects Net sales of JPY 31,000 million, Operating profit of JPY 1,700 million, Ordinary profit of JPY 2,400 million, Profit attributable to owners of parent of JPY 1,800 million and Earnings per share of JPY 312.32.
お知らせ • Jun 30Toda Kogyo Corp. (TSE:4100) entered into an agreement to acquire a 60% stake in Jiangmen Kyoritsu Magnetic Industry Technology Co., Ltd. from Geika Yamamoto.Toda Kogyo Corp. (TSE:4100) entered into an agreement to acquire a 60% stake in Jiangmen Kyoritsu Magnetic Industry Technology Co., Ltd. from Geika Yamamoto on June 29, 2021. The consideration is paid in cash. The funds for this acquisition will be allocated from borrowings from financial institutions. For the fiscal year ended December 2020, reported Total Assets of CNY 1.3 billion, net assets as CNY 891 million, sales as CNY 1.8 billion and Net income of CNY 527 million. The transaction is subject to approval of regulatory agency in accordance with laws and regulations. The transaction is expected to close on August 10, 2021.
Reported Earnings • May 16Full year 2021 earnings released: JP¥719 loss per share (vs JP¥917 loss in FY 2020)The company reported a decent full year result with reduced losses and improved control over expenses, although revenues were weaker. Full year 2021 results: Revenue: JP¥29.0b (down 12% from FY 2020). Net loss: JP¥4.14b (loss narrowed 22% from FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.
お知らせ • Mar 05Toda Kogyo Corp. to Report Fiscal Year 2021 Results on May 13, 2021Toda Kogyo Corp. announced that they will report fiscal year 2021 results on May 13, 2021
Reported Earnings • Feb 11Third quarter 2021 earnings released: EPS JP¥3.47 (vs JP¥2.08 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥6.99b (down 18% from 3Q 2020). Net income: JP¥20.0m (up 67% from 3Q 2020). Profit margin: 0.3% (up from 0.1% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 94 percentage points per year, which is a significant difference in performance.
Is New 90 Day High Low • Dec 04New 90-day high: JP¥2,593The company is up 5.0% from its price of JP¥2,471 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 18% over the same period.
お知らせ • Sep 04Toda Kogyo Corp. to Report Q2, 2021 Results on Nov 11, 2020Toda Kogyo Corp. announced that they will report Q2, 2021 results on Nov 11, 2020
お知らせ • Jul 05Toda Kogyo Corp. to Report Q1, 2021 Results on Aug 06, 2020Toda Kogyo Corp. announced that they will report Q1, 2021 results on Aug 06, 2020