View Future GrowthStella Chemifa 過去の業績過去 基準チェック /36Stella Chemifaの収益は年間平均-12%の割合で減少していますが、 Chemicals業界の収益は年間 増加しています。収益は年間6.1% 0.3%割合で 増加しています。 Stella Chemifaの自己資本利益率は6.9%であり、純利益率は8.8%です。主要情報-11.97%収益成長率-10.07%EPS成長率Chemicals 業界の成長6.58%収益成長率0.31%株主資本利益率6.92%ネット・マージン8.80%前回の決算情報30 Jun 2026最近の業績更新Reported Earnings • Aug 07First quarter 2027 earnings released: EPS: JP¥89.63 (vs JP¥70.15 in 1Q 2026)First quarter 2027 results: EPS: JP¥89.63 (up from JP¥70.15 in 1Q 2026). Revenue: JP¥9.75b (up 11% from 1Q 2026). Net income: JP¥1.09b (up 32% from 1Q 2026). Profit margin: 11% (up from 9.4% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 20Stella Chemifa Corporation to Report Q1, 2027 Results on Aug 06, 2026Stella Chemifa Corporation announced that they will report Q1, 2027 results on Aug 06, 2026お知らせ • May 09Stella Chemifa Corporation to Report Fiscal Year 2026 Results on May 14, 2026Stella Chemifa Corporation announced that they will report fiscal year 2026 results on May 14, 2026Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥59.74 (vs JP¥88.69 in 3Q 2025)Third quarter 2026 results: EPS: JP¥59.74 (down from JP¥88.69 in 3Q 2025). Revenue: JP¥8.81b (up 3.7% from 3Q 2025). Net income: JP¥706.0m (down 34% from 3Q 2025). Profit margin: 8.0% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 24Stella Chemifa Corporation to Report Q3, 2026 Results on Feb 12, 2026Stella Chemifa Corporation announced that they will report Q3, 2026 results on Feb 12, 2026Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: JP¥74.13 (vs JP¥70.35 in 2Q 2025)Second quarter 2026 results: EPS: JP¥74.13 (up from JP¥70.35 in 2Q 2025). Revenue: JP¥9.36b (flat on 2Q 2025). Net income: JP¥876.0m (up 3.9% from 2Q 2025). Profit margin: 9.4% (up from 9.0% in 2Q 2025). Revenue is forecast to grow 6.0% 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 fallen by 12% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.すべての更新を表示Recent updatesお知らせ • Aug 08Stella Chemifa Corporation (TSE:4109) announces an Equity Buyback for 300,000 shares, representing 2.46% for ¥1,900 million.Stella Chemifa Corporation (TSE:4109) announces a share repurchase program. Under the program, the company will repurchase 300,000 shares, representing 2.5% of the outstanding shares (excluding treasury stock) for ¥1,900 million. The purpose of the program is to implement a flexible capital policy aimed at improving capital efficiency and enhancing shareholder returns. The program will be valid till October 30, 2026. As of June 30, 2026, the company had 12,206,329 shares (excluding treasury stock) outstanding and 766,919 shares in treasury.Reported Earnings • Aug 07First quarter 2027 earnings released: EPS: JP¥89.63 (vs JP¥70.15 in 1Q 2026)First quarter 2027 results: EPS: JP¥89.63 (up from JP¥70.15 in 1Q 2026). Revenue: JP¥9.75b (up 11% from 1Q 2026). Net income: JP¥1.09b (up 32% from 1Q 2026). Profit margin: 11% (up from 9.4% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥5,740, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 110% over the past three years.Declared Dividend • Jul 27Final dividend increased to JP¥90.00Dividend of JP¥90.00 is 5.9% higher than last year. Ex-date: 29th September 2026 Payment date: 30th November 2026 Dividend yield will be 3.4%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (66% earnings payout ratio) but not covered by cash flows (154% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 20Stella Chemifa Corporation to Report Q1, 2027 Results on Aug 06, 2026Stella Chemifa Corporation announced that they will report Q1, 2027 results on Aug 06, 2026お知らせ • May 15Stella Chemifa Corporation, Annual General Meeting, Jun 19, 2026Stella Chemifa Corporation, Annual General Meeting, Jun 19, 2026.お知らせ • May 09Stella Chemifa Corporation to Report Fiscal Year 2026 Results on May 14, 2026Stella Chemifa Corporation announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).お知らせ • Feb 26Stella Chemifa Corporation announced that it expects to receive ¥2.058868 billion in funding from Soulbrain Holdings Co., Ltd.Stella Chemifa Corporation announced a private placement to issue 389,200 common shares at a price of ¥5,290 per share for aggregate gross proceeds of ¥2,058,868,000 on February 24, 2026. Issuance expenses related to the transaction amounts to ¥3,000,000 resulting in total net proceeds of ¥2,055,868,000. The transaction is expected to close on March 12, 2026 and will include participation from Soulbrain Holdings Co., Ltd. The transaction has been approved by the board of directors.Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥59.74 (vs JP¥88.69 in 3Q 2025)Third quarter 2026 results: EPS: JP¥59.74 (down from JP¥88.69 in 3Q 2025). Revenue: JP¥8.81b (up 3.7% from 3Q 2025). Net income: JP¥706.0m (down 34% from 3Q 2025). Profit margin: 8.0% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Feb 03Investors Appear Satisfied With Stella Chemifa Corporation's (TSE:4109) Prospects As Shares Rocket 26%Stella Chemifa Corporation ( TSE:4109 ) shares have continued their recent momentum with a 26% gain in the last month...分析記事 • Dec 24Stella Chemifa (TSE:4109) Has Announced A Dividend Of ¥85.00Stella Chemifa Corporation's ( TSE:4109 ) investors are due to receive a payment of ¥85.00 per share on 8th of June...お知らせ • Dec 24Stella Chemifa Corporation to Report Q3, 2026 Results on Feb 12, 2026Stella Chemifa Corporation announced that they will report Q3, 2026 results on Feb 12, 2026分析記事 • Nov 30Stella Chemifa (TSE:4109) Will Pay A Dividend Of ¥85.00Stella Chemifa Corporation ( TSE:4109 ) has announced that it will pay a dividend of ¥85.00 per share on the 8th of...Declared Dividend • Nov 29First half dividend of JP¥85.00 announcedDividend of JP¥85.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: JP¥74.13 (vs JP¥70.35 in 2Q 2025)Second quarter 2026 results: EPS: JP¥74.13 (up from JP¥70.35 in 2Q 2025). Revenue: JP¥9.36b (flat on 2Q 2025). Net income: JP¥876.0m (up 3.9% from 2Q 2025). Profit margin: 9.4% (up from 9.0% in 2Q 2025). Revenue is forecast to grow 6.0% 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 fallen by 12% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Buy Or Sell Opportunity • Nov 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to JP¥4,065. The fair value is estimated to be JP¥5,152, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has declined by 26%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.Buy Or Sell Opportunity • Oct 01Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,970. The fair value is estimated to be JP¥4,964, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has declined by 26%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.お知らせ • Sep 23Stella Chemifa Corporation to Report Q2, 2026 Results on Nov 13, 2025Stella Chemifa Corporation announced that they will report Q2, 2026 results on Nov 13, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥70.15 (vs JP¥68.17 in 1Q 2025)First quarter 2026 results: EPS: JP¥70.15 (up from JP¥68.17 in 1Q 2025). Revenue: JP¥8.80b (flat on 1Q 2025). Net income: JP¥828.0m (flat on 1Q 2025). Profit margin: 9.4% (in line with 1Q 2025). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Price Target Changed • Aug 02Price target decreased by 13% to JP¥4,500Down from JP¥5,180, the current price target is an average from 2 analysts. New target price is 5.0% above last closing price of JP¥4,285. Stock is up 12% over the past year. The company is forecast to post earnings per share of JP¥259 for next year compared to JP¥241 last year.Declared Dividend • Jul 09Final dividend of JP¥85.00 announcedShareholders will receive a dividend of JP¥85.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 4.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 29Stella Chemifa Corporation to Report Q1, 2026 Results on Aug 07, 2025Stella Chemifa Corporation announced that they will report Q1, 2026 results on Aug 07, 2025Major Estimate Revision • Jun 07Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥38.7b to JP¥37.0b. EPS estimate also fell from JP¥293 per share to JP¥254 per share. Net income forecast to grow 3.7% next year vs 5.6% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥5,180 to JP¥4,830. Share price was steady at JP¥3,750 over the past week.Reported Earnings • May 10Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥241 (up from JP¥153 in FY 2024). Revenue: JP¥36.3b (up 19% from FY 2024). Net income: JP¥2.89b (up 57% from FY 2024). Profit margin: 8.0% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 7.2% 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, earnings per share has fallen by 35% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • May 09Stella Chemifa Corporation, Annual General Meeting, Jun 27, 2025Stella Chemifa Corporation, Annual General Meeting, Jun 27, 2025.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥3,150, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 42% over the past three years.お知らせ • Mar 27Stella Chemifa Corporation to Report Fiscal Year 2025 Results on May 09, 2025Stella Chemifa Corporation announced that they will report fiscal year 2025 results on May 09, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 75% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥88.68 (vs JP¥50.89 in 3Q 2024)Third quarter 2025 results: EPS: JP¥88.68 (up from JP¥50.89 in 3Q 2024). Revenue: JP¥8.49b (down 3.7% from 3Q 2024). Net income: JP¥1.07b (up 75% from 3Q 2024). Profit margin: 13% (up from 6.9% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.0% 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 fallen by 37% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.お知らせ • Feb 13Stella Chemifa Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Stella Chemifa Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net revenues of JPY 35,500 million, operating profit of JPY 4,200 million, profit attributable to owners of parent JPY 3,000 million and basic earnings per share of JPY 249.85.お知らせ • Dec 26Stella Chemifa Corporation (TSE:4109) announces an Equity Buyback for 240,000 shares, representing 1.99% for ¥1,200 million.Stella Chemifa Corporation (TSE:4109) announces a share repurchase program. Under the program, the company will repurchase 240,000 shares, representing 2% of the outstanding shares (excluding treasury stock) for ¥1,200 million. The purpose of the program is to implement a flexible capital policy aimed at improving capital efficiency and enhancing shareholder returns. The program will be valid till March 24, 2025. As of September 30, 2024, the company had 12,042,602 shares (excluding treasury stock) outstanding and 1,170,646 shares in treasury.お知らせ • Dec 19Stella Chemifa Corporation to Report Q3, 2025 Results on Feb 12, 2025Stella Chemifa Corporation announced that they will report Q3, 2025 results on Feb 12, 2025Declared Dividend • Nov 30First half dividend of JP¥85.00 announcedShareholders will receive a dividend of JP¥85.00. Ex-date: 28th March 2025 Payment date: 6th June 2025 Dividend yield will be 4.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (393% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share is expected to grow by 71% over the next 3 years, which should maintain adequate earnings cover for the dividend.分析記事 • Nov 12Stella Chemifa Corporation Beat Revenue Forecasts By 6.2%: Here's What Analysts Are Forecasting NextStella Chemifa Corporation ( TSE:4109 ) shareholders are probably feeling a little disappointed, since its shares fell...Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥70.34 (vs JP¥33.34 in 2Q 2024)Second quarter 2025 results: EPS: JP¥70.34 (up from JP¥33.34 in 2Q 2024). Revenue: JP¥9.41b (up 31% from 2Q 2024). Net income: JP¥843.0m (up 110% from 2Q 2024). Profit margin: 9.0% (up from 5.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% 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, earnings per share has fallen by 37% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.分析記事 • Sep 27Stella Chemifa (TSE:4109) Will Pay A Dividend Of ¥85.00Stella Chemifa Corporation's ( TSE:4109 ) investors are due to receive a payment of ¥85.00 per share on 2nd of...お知らせ • Sep 26Stella Chemifa Corporation to Report Q2, 2025 Results on Nov 08, 2024Stella Chemifa Corporation announced that they will report Q2, 2025 results on Nov 08, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).分析記事 • Aug 13Stella Chemifa (TSE:4109) Is Due To Pay A Dividend Of ¥85.00The board of Stella Chemifa Corporation ( TSE:4109 ) has announced that it will pay a dividend on the 2nd of December...分析記事 • Aug 09Stella Chemifa Corporation Just Beat Revenue By 10%: Here's What Analysts Think Will Happen NextLast week saw the newest first-quarter earnings release from Stella Chemifa Corporation ( TSE:4109 ), an important...Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥68.17 (vs JP¥57.77 in 1Q 2024)First quarter 2025 results: EPS: JP¥68.17 (up from JP¥57.77 in 1Q 2024). Revenue: JP¥8.76b (up 20% from 1Q 2024). Net income: JP¥824.0m (up 19% from 1Q 2024). Profit margin: 9.4% (in line with 1Q 2024). Revenue is forecast to grow 9.6% 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 32% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥3,375, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 28% over the past three years.分析記事 • Jul 26Stella Chemifa (TSE:4109) Has Announced A Dividend Of ¥85.00Stella Chemifa Corporation ( TSE:4109 ) has announced that it will pay a dividend of ¥85.00 per share on the 2nd of...分析記事 • Jul 12Stella Chemifa (TSE:4109) Is Due To Pay A Dividend Of ¥85.00The board of Stella Chemifa Corporation ( TSE:4109 ) has announced that it will pay a dividend on the 2nd of December...Declared Dividend • Jul 11Final dividend of JP¥85.00 announcedShareholders will receive a dividend of JP¥85.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (244% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 91% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 29Stella Chemifa Corporation to Report Q1, 2025 Results on Aug 07, 2024Stella Chemifa Corporation announced that they will report Q1, 2025 results on Aug 07, 2024分析記事 • May 21Stella Chemifa's (TSE:4109) Conservative Accounting Might Explain Soft EarningsStella Chemifa Corporation's ( TSE:4109 ) recent soft profit numbers didn't appear to worry shareholders, as the stock...Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥153 (down from JP¥186 in FY 2023). Revenue: JP¥30.4b (down 14% from FY 2023). Net income: JP¥1.85b (down 19% from FY 2023). Profit margin: 6.1% (down from 6.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 4.8%. Revenue is forecast to grow 9.6% 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 increased by 9% per year, which means it is well ahead of earnings.お知らせ • May 12Stella Chemifa Corporation, Annual General Meeting, Jun 27, 2024Stella Chemifa Corporation, Annual General Meeting, Jun 27, 2024.お知らせ • Mar 29Stella Chemifa Corporation to Report Fiscal Year 2024 Results on May 10, 2024Stella Chemifa Corporation announced that they will report fiscal year 2024 results on May 10, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).分析記事 • Feb 26Stella Chemifa's (TSE:4109) Dividend Will Be Increased To ¥85.00Stella Chemifa Corporation's ( TSE:4109 ) dividend will be increasing from last year's payment of the same period to...Declared Dividend • Feb 16Dividend increased to JP¥85.00Dividend of JP¥85.00 is 183% higher than last year. Ex-date: 28th March 2024 Payment date: 3rd June 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but not covered by cash flows (dividend approximately 14x free cash flows). The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥50.88 (vs JP¥113 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥50.88 (up from JP¥113 loss in 3Q 2023). Revenue: JP¥8.81b (up 1.9% from 3Q 2023). Net income: JP¥612.0m (up JP¥1.98b from 3Q 2023). Profit margin: 6.9% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.お知らせ • Dec 22Stella Chemifa Corporation to Report Q3, 2024 Results on Feb 13, 2024Stella Chemifa Corporation announced that they will report Q3, 2024 results on Feb 13, 2024お知らせ • Nov 11Stella Chemifa Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Stella Chemifa Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net revenues of JPY 32,300 million, operating profit of JPY 2,800 million, profit attributable to owners of parent JPY 1,650 million and basic earnings per share of JPY 137.33.お知らせ • Nov 10Stella Chemifa Corporation Announces Dividend for the Second Quarter of Fiscal Year Ended 2024, Payable on November 30, 2023Stella Chemifa Corporation announced dividend of JPY 60.00 per share for the Second Quarter of fiscal year ended March 31, 2024 against JPY 30.00 per share paid for the same period a year ago. Payable on November 30, 2023.Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥33.34 (vs JP¥139 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.34 (down from JP¥139 in 2Q 2023). Revenue: JP¥7.20b (down 27% from 2Q 2023). Net income: JP¥401.0m (down 77% from 2Q 2023). Profit margin: 5.6% (down from 18% in 2Q 2023). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Chemicals 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 1% per year, which means it is well ahead of earnings.Major Estimate Revision • Sep 28Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥190 to JP¥132 per share. Revenue forecast steady at JP¥31.7b. Net income forecast to grow 11% next year vs 7.2% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥3,020 to JP¥3,310. Share price was steady at JP¥3,120 over the past week.お知らせ • Sep 22Stella Chemifa Corporation to Report Q2, 2024 Results on Nov 09, 2023Stella Chemifa Corporation announced that they will report Q2, 2024 results on Nov 09, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥60.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 43% and the cash payout ratio is 79%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).お知らせ • Aug 10+ 1 more updateStella Chemifa Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Stella Chemifa Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects sales revenue of JPY 32,300 million, operating profit of JPY 2,800 million, profit attributable to owners of the parent of JPY 1,650 million and basic earnings per share of JPY 137.33.Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥57.76 (vs JP¥103 in 1Q 2023)First quarter 2024 results: EPS: JP¥57.76 (down from JP¥103 in 1Q 2023). Revenue: JP¥7.30b (down 25% from 1Q 2023). Net income: JP¥694.0m (down 46% from 1Q 2023). Profit margin: 9.5% (down from 13% in 1Q 2023). Revenue is forecast to grow 5.9% 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 13% 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 29Stella Chemifa Corporation to Report Q1, 2024 Results on Aug 08, 2023Stella Chemifa Corporation announced that they will report Q1, 2024 results on Aug 08, 2023お知らせ • May 16+ 2 more updatesStella Chemifa Corporation Announces Dividend for the Year Ended March 31, 2023, Payable on June 2, 2023Stella Chemifa Corporation announced dividend for the year ended March 31, 2023. For the year, the company announced to pay dividend of ¥30.00 per share against ¥36.00 per share paid a year ago. Scheduled date to commence dividend payments: June 2, 2023.Reported Earnings • May 10Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥186 (down from JP¥423 in FY 2022). Revenue: JP¥35.4b (down 5.1% from FY 2022). Net income: JP¥2.28b (down 57% from FY 2022). Profit margin: 6.4% (down from 14% in FY 2022). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 10%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 3.8% 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 only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Buying Opportunity • Mar 14Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥3,243, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 0.7% in 2 years. Earnings is forecast to grow by 1.1% in the next 2 years.Buying Opportunity • Feb 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.4%. The fair value is estimated to be JP¥3,172, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 0.7% in 2 years. Earnings is forecast to grow by 1.1% in the next 2 years.お知らせ • Feb 15Stella Chemifa Corporation Provides Consolidated Earning Guidance for the Fiscal Year Ending March 31, 2023Stella Chemifa Corporation provided Consolidated earning guidance for the fiscal year ending March 31, 2023. For the period, the company expects sales revenue of JPY 35,600 million, operating profit of JPY 3,750 million, ordinary profit of JPY 4,300 million, profit attributable to owners of parent of JPY 2,000 million and basic earnings per share of JPY 163.13.お知らせ • Feb 14Stella Chemifa Corporation Provides Dividend Guidance for the Year Ending March 31, 2023Stella Chemifa Corporation provided dividend guidance for the year ending March 31, 2023. For the year, the company expects to pay dividend of ¥30.00 per share against ¥36.00 per share paid a year ago.Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥113 loss per share (vs JP¥103 profit in 3Q 2022)Third quarter 2023 results: JP¥113 loss per share (down from JP¥103 profit in 3Q 2022). Revenue: JP¥8.65b (down 4.0% from 3Q 2022). Net loss: JP¥1.36b (down 205% from profit in 3Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Price Target Changed • Jan 05Price target decreased to JP¥3,800Down from JP¥4,985, the current price target is provided by 1 analyst. New target price is 56% above last closing price of JP¥2,430. Stock is down 7.6% over the past year. The company is forecast to post earnings per share of JP¥368 for next year compared to JP¥423 last year.お知らせ • Dec 23Stella Chemifa Corporation to Report Q3, 2023 Results on Feb 10, 2023Stella Chemifa Corporation announced that they will report Q3, 2023 results on Feb 10, 2023Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. 3 independent directors (8 non-independent directors). Independent Outside Director Shine Matsumura was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥139 (vs JP¥82.81 in 2Q 2022)Second quarter 2023 results: EPS: JP¥139 (up from JP¥82.81 in 2Q 2022). Revenue: JP¥9.85b (up 7.0% from 2Q 2022). Net income: JP¥1.73b (up 63% from 2Q 2022). Profit margin: 18% (up from 12% in 2Q 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥103 (vs JP¥62.59 in 1Q 2022)First quarter 2023 results: EPS: JP¥103 (up from JP¥62.59 in 1Q 2022). Revenue: JP¥9.76b (up 9.8% from 1Q 2022). Net income: JP¥1.30b (up 62% from 1Q 2022). Profit margin: 13% (up from 9.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.3%, compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Major Estimate Revision • May 28Consensus EPS estimates increase by 41%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥38.9b to JP¥40.8b. EPS estimate increased from JP¥284 to JP¥400 per share. Net income forecast to shrink 6.8% next year vs 4.5% growth forecast for Chemicals industry in Japan . Consensus price target up from JP¥3,000 to JP¥4,000. Share price rose 5.4% to JP¥2,488 over the past week.Reported Earnings • May 11Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥423 (up from JP¥231 in FY 2021). Revenue: JP¥37.3b (up 13% from FY 2021). Net income: JP¥5.36b (up 81% from FY 2021). Profit margin: 14% (up from 9.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.5%. Earnings per share (EPS) also surpassed analyst estimates by 53%. Over the next year, revenue is forecast to grow 4.4%, compared to a 7.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Price Target Changed • Apr 27Price target decreased to JP¥3,000Down from JP¥4,415, the current price target is an average from 2 analysts. New target price is 27% above last closing price of JP¥2,369. Stock is down 22% over the past year. The company is forecast to post earnings per share of JP¥276 for next year compared to JP¥231 last year.Board Change • Apr 27Less 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. 8 non-independent directors. Independent Outside Director Jun Yamamoto was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Price Target Changed • Apr 12Price target decreased to JP¥3,000Down from JP¥4,415, the current price target is an average from 2 analysts. New target price is 25% above last closing price of JP¥2,401. Stock is down 27% over the past year. The company is forecast to post earnings per share of JP¥276 for next year compared to JP¥231 last year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.6%).Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,633, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Chemicals industry in Japan. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,078 per share.Reported Earnings • Feb 12Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥103 (up from JP¥68.45 in 3Q 2021). Revenue: JP¥9.02b (up 8.4% from 3Q 2021). Net income: JP¥1.30b (up 48% from 3Q 2021). Profit margin: 14% (up from 11% in 3Q 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 23%. Over the next year, revenue is forecast to grow 8.9%, compared to a 6.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥82.80 (vs JP¥48.31 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥9.21b (up 9.8% from 2Q 2021). Net income: JP¥1.06b (up 71% from 2Q 2021). Profit margin: 12% (up from 7.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.9%).Price Target Changed • Sep 11Price target increased to JP¥4,415Up from JP¥3,100, the current price target is an average from 2 analysts. New target price is 39% above last closing price of JP¥3,165. Stock is up 3.1% over the past year.Major Estimate Revision • Aug 13Consensus EPS estimates increase to JP¥250The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥35.0b to JP¥35.5b. EPS estimate increased from JP¥203 to JP¥250 per share. Net income forecast to grow 2.1% next year vs 14% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥3,100 to JP¥3,300. Share price was steady at JP¥2,849 over the past week.Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥62.59 (vs JP¥37.22 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥8.90b (up 8.2% from 1Q 2021). Net income: JP¥802.0m (up 67% from 1Q 2021). Profit margin: 9.0% (up from 5.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥231 (vs JP¥149 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥32.9b (down 2.5% from FY 2020). Net income: JP¥2.96b (up 54% from FY 2020). Profit margin: 9.0% (up from 5.7% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 03 June 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.8%).収支内訳Stella Chemifa の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:4109 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費30 Jun 2637,7583,3243,36362631 Mar 2636,7993,0583,31062631 Dec 2536,5992,5673,25159730 Sep 2536,2852,9293,24059730 Jun 2536,3282,8963,32759731 Mar 2536,2882,8923,32159731 Dec 2433,7872,8733,09269830 Sep 2434,1092,4173,09869830 Jun 2431,9031,9753,02569831 Mar 2430,4461,8453,02669831 Dec 2330,4232,3293,11366030 Sep 2330,2613533,20166030 Jun 2332,9161,6793,32966031 Mar 2335,3822,2803,23666031 Dec 2238,4423,8633,32774430 Sep 2238,8056,5233,38874430 Jun 2238,1645,8573,44074431 Mar 2237,2965,3643,57474431 Dec 2135,0904,1433,41479330 Sep 2134,3903,7243,33179330 Jun 2133,5673,2823,30379331 Mar 2132,8932,9593,33879331 Dec 2033,9252,8052,6911,51330 Sep 2033,2012,3922,6801,51330 Jun 2032,2181,9372,6661,51331 Mar 2033,7291,9242,7651,51331 Dec 1934,3811,4642,8361,56630 Sep 1936,0661,4862,8931,56630 Jun 1937,9832,2352,8831,56631 Mar 1938,3842,3502,8421,56631 Dec 1837,3221,8132,8881,48430 Sep 1836,3601,7412,9131,48430 Jun 1835,5971,3802,8561,48431 Mar 1833,6221,2742,7381,48431 Dec 1732,9971,9112,9021,27430 Sep 1732,6252,9252,7441,27430 Jun 1730,8223,0612,6101,27431 Mar 1729,8502,8242,5521,27431 Dec 1628,8052,8142,3961,16330 Sep 1627,6521,7742,3641,16330 Jun 1627,9511,1302,3051,16331 Mar 1627,5091,3232,2161,16331 Dec 1527,8961,5262,3391,04130 Sep 1528,0111,3682,3821,041質の高い収益: 4109は 高品質の収益 を持っています。利益率の向上: 4109の現在の純利益率 (8.8%)は、昨年(8%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 4109の収益は過去 5 年間で年間12%減少しました。成長の加速: 4109の過去 1 年間の収益成長率 ( 14.8% ) は、5 年間の平均 ( 年間-12%を上回っています。収益対業界: 4109の過去 1 年間の収益成長率 ( 14.8% ) Chemicals業界24.6%を上回りませんでした。株主資本利益率高いROE: 4109の 自己資本利益率 ( 6.9% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/08/21 21:40終値2026/08/21 00:00収益2026/06/30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Stella Chemifa Corporation 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。5 アナリスト機関Hidemitsu UmebayashiDaiwa Securities Co. Ltd.Mitsuhiro OsawaIchiyoshi Research Institute Inc.Atsushi KanekoMarusan Securities Co. Ltd.2 その他のアナリストを表示
Reported Earnings • Aug 07First quarter 2027 earnings released: EPS: JP¥89.63 (vs JP¥70.15 in 1Q 2026)First quarter 2027 results: EPS: JP¥89.63 (up from JP¥70.15 in 1Q 2026). Revenue: JP¥9.75b (up 11% from 1Q 2026). Net income: JP¥1.09b (up 32% from 1Q 2026). Profit margin: 11% (up from 9.4% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 20Stella Chemifa Corporation to Report Q1, 2027 Results on Aug 06, 2026Stella Chemifa Corporation announced that they will report Q1, 2027 results on Aug 06, 2026
お知らせ • May 09Stella Chemifa Corporation to Report Fiscal Year 2026 Results on May 14, 2026Stella Chemifa Corporation announced that they will report fiscal year 2026 results on May 14, 2026
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥59.74 (vs JP¥88.69 in 3Q 2025)Third quarter 2026 results: EPS: JP¥59.74 (down from JP¥88.69 in 3Q 2025). Revenue: JP¥8.81b (up 3.7% from 3Q 2025). Net income: JP¥706.0m (down 34% from 3Q 2025). Profit margin: 8.0% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 24Stella Chemifa Corporation to Report Q3, 2026 Results on Feb 12, 2026Stella Chemifa Corporation announced that they will report Q3, 2026 results on Feb 12, 2026
Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: JP¥74.13 (vs JP¥70.35 in 2Q 2025)Second quarter 2026 results: EPS: JP¥74.13 (up from JP¥70.35 in 2Q 2025). Revenue: JP¥9.36b (flat on 2Q 2025). Net income: JP¥876.0m (up 3.9% from 2Q 2025). Profit margin: 9.4% (up from 9.0% in 2Q 2025). Revenue is forecast to grow 6.0% 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 fallen by 12% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • Aug 08Stella Chemifa Corporation (TSE:4109) announces an Equity Buyback for 300,000 shares, representing 2.46% for ¥1,900 million.Stella Chemifa Corporation (TSE:4109) announces a share repurchase program. Under the program, the company will repurchase 300,000 shares, representing 2.5% of the outstanding shares (excluding treasury stock) for ¥1,900 million. The purpose of the program is to implement a flexible capital policy aimed at improving capital efficiency and enhancing shareholder returns. The program will be valid till October 30, 2026. As of June 30, 2026, the company had 12,206,329 shares (excluding treasury stock) outstanding and 766,919 shares in treasury.
Reported Earnings • Aug 07First quarter 2027 earnings released: EPS: JP¥89.63 (vs JP¥70.15 in 1Q 2026)First quarter 2027 results: EPS: JP¥89.63 (up from JP¥70.15 in 1Q 2026). Revenue: JP¥9.75b (up 11% from 1Q 2026). Net income: JP¥1.09b (up 32% from 1Q 2026). Profit margin: 11% (up from 9.4% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥5,740, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 110% over the past three years.
Declared Dividend • Jul 27Final dividend increased to JP¥90.00Dividend of JP¥90.00 is 5.9% higher than last year. Ex-date: 29th September 2026 Payment date: 30th November 2026 Dividend yield will be 3.4%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (66% earnings payout ratio) but not covered by cash flows (154% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 20Stella Chemifa Corporation to Report Q1, 2027 Results on Aug 06, 2026Stella Chemifa Corporation announced that they will report Q1, 2027 results on Aug 06, 2026
お知らせ • May 15Stella Chemifa Corporation, Annual General Meeting, Jun 19, 2026Stella Chemifa Corporation, Annual General Meeting, Jun 19, 2026.
お知らせ • May 09Stella Chemifa Corporation to Report Fiscal Year 2026 Results on May 14, 2026Stella Chemifa Corporation announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is on the higher end at 78%, however this is supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
お知らせ • Feb 26Stella Chemifa Corporation announced that it expects to receive ¥2.058868 billion in funding from Soulbrain Holdings Co., Ltd.Stella Chemifa Corporation announced a private placement to issue 389,200 common shares at a price of ¥5,290 per share for aggregate gross proceeds of ¥2,058,868,000 on February 24, 2026. Issuance expenses related to the transaction amounts to ¥3,000,000 resulting in total net proceeds of ¥2,055,868,000. The transaction is expected to close on March 12, 2026 and will include participation from Soulbrain Holdings Co., Ltd. The transaction has been approved by the board of directors.
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥59.74 (vs JP¥88.69 in 3Q 2025)Third quarter 2026 results: EPS: JP¥59.74 (down from JP¥88.69 in 3Q 2025). Revenue: JP¥8.81b (up 3.7% from 3Q 2025). Net income: JP¥706.0m (down 34% from 3Q 2025). Profit margin: 8.0% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Feb 03Investors Appear Satisfied With Stella Chemifa Corporation's (TSE:4109) Prospects As Shares Rocket 26%Stella Chemifa Corporation ( TSE:4109 ) shares have continued their recent momentum with a 26% gain in the last month...
分析記事 • Dec 24Stella Chemifa (TSE:4109) Has Announced A Dividend Of ¥85.00Stella Chemifa Corporation's ( TSE:4109 ) investors are due to receive a payment of ¥85.00 per share on 8th of June...
お知らせ • Dec 24Stella Chemifa Corporation to Report Q3, 2026 Results on Feb 12, 2026Stella Chemifa Corporation announced that they will report Q3, 2026 results on Feb 12, 2026
分析記事 • Nov 30Stella Chemifa (TSE:4109) Will Pay A Dividend Of ¥85.00Stella Chemifa Corporation ( TSE:4109 ) has announced that it will pay a dividend of ¥85.00 per share on the 8th of...
Declared Dividend • Nov 29First half dividend of JP¥85.00 announcedDividend of JP¥85.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (35% earnings payout ratio) and cash flows (54% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 47% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: JP¥74.13 (vs JP¥70.35 in 2Q 2025)Second quarter 2026 results: EPS: JP¥74.13 (up from JP¥70.35 in 2Q 2025). Revenue: JP¥9.36b (flat on 2Q 2025). Net income: JP¥876.0m (up 3.9% from 2Q 2025). Profit margin: 9.4% (up from 9.0% in 2Q 2025). Revenue is forecast to grow 6.0% 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 fallen by 12% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Buy Or Sell Opportunity • Nov 05Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 3.3% to JP¥4,065. The fair value is estimated to be JP¥5,152, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has declined by 26%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.
Buy Or Sell Opportunity • Oct 01Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,970. The fair value is estimated to be JP¥4,964, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.1% over the last 3 years. Earnings per share has declined by 26%. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 28% in the next 2 years.
お知らせ • Sep 23Stella Chemifa Corporation to Report Q2, 2026 Results on Nov 13, 2025Stella Chemifa Corporation announced that they will report Q2, 2026 results on Nov 13, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is a comfortable 70% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥70.15 (vs JP¥68.17 in 1Q 2025)First quarter 2026 results: EPS: JP¥70.15 (up from JP¥68.17 in 1Q 2025). Revenue: JP¥8.80b (flat on 1Q 2025). Net income: JP¥828.0m (flat on 1Q 2025). Profit margin: 9.4% (in line with 1Q 2025). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Price Target Changed • Aug 02Price target decreased by 13% to JP¥4,500Down from JP¥5,180, the current price target is an average from 2 analysts. New target price is 5.0% above last closing price of JP¥4,285. Stock is up 12% over the past year. The company is forecast to post earnings per share of JP¥259 for next year compared to JP¥241 last year.
Declared Dividend • Jul 09Final dividend of JP¥85.00 announcedShareholders will receive a dividend of JP¥85.00. Ex-date: 29th September 2025 Payment date: 1st December 2025 Dividend yield will be 4.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (75% earnings payout ratio) and cash flows (68% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 46% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 29Stella Chemifa Corporation to Report Q1, 2026 Results on Aug 07, 2025Stella Chemifa Corporation announced that they will report Q1, 2026 results on Aug 07, 2025
Major Estimate Revision • Jun 07Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has deteriorated. 2026 revenue forecast decreased from JP¥38.7b to JP¥37.0b. EPS estimate also fell from JP¥293 per share to JP¥254 per share. Net income forecast to grow 3.7% next year vs 5.6% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥5,180 to JP¥4,830. Share price was steady at JP¥3,750 over the past week.
Reported Earnings • May 10Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: EPS: JP¥241 (up from JP¥153 in FY 2024). Revenue: JP¥36.3b (up 19% from FY 2024). Net income: JP¥2.89b (up 57% from FY 2024). Profit margin: 8.0% (up from 6.1% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) missed analyst estimates by 12%. Revenue is forecast to grow 7.2% 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, earnings per share has fallen by 35% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • May 09Stella Chemifa Corporation, Annual General Meeting, Jun 27, 2025Stella Chemifa Corporation, Annual General Meeting, Jun 27, 2025.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥3,150, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 42% over the past three years.
お知らせ • Mar 27Stella Chemifa Corporation to Report Fiscal Year 2025 Results on May 09, 2025Stella Chemifa Corporation announced that they will report fiscal year 2025 results on May 09, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 75% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).
Reported Earnings • Feb 14Third quarter 2025 earnings released: EPS: JP¥88.68 (vs JP¥50.89 in 3Q 2024)Third quarter 2025 results: EPS: JP¥88.68 (up from JP¥50.89 in 3Q 2024). Revenue: JP¥8.49b (down 3.7% from 3Q 2024). Net income: JP¥1.07b (up 75% from 3Q 2024). Profit margin: 13% (up from 6.9% in 3Q 2024). The increase in margin was driven by lower expenses. Revenue is forecast to grow 9.0% 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 fallen by 37% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
お知らせ • Feb 13Stella Chemifa Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Stella Chemifa Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net revenues of JPY 35,500 million, operating profit of JPY 4,200 million, profit attributable to owners of parent JPY 3,000 million and basic earnings per share of JPY 249.85.
お知らせ • Dec 26Stella Chemifa Corporation (TSE:4109) announces an Equity Buyback for 240,000 shares, representing 1.99% for ¥1,200 million.Stella Chemifa Corporation (TSE:4109) announces a share repurchase program. Under the program, the company will repurchase 240,000 shares, representing 2% of the outstanding shares (excluding treasury stock) for ¥1,200 million. The purpose of the program is to implement a flexible capital policy aimed at improving capital efficiency and enhancing shareholder returns. The program will be valid till March 24, 2025. As of September 30, 2024, the company had 12,042,602 shares (excluding treasury stock) outstanding and 1,170,646 shares in treasury.
お知らせ • Dec 19Stella Chemifa Corporation to Report Q3, 2025 Results on Feb 12, 2025Stella Chemifa Corporation announced that they will report Q3, 2025 results on Feb 12, 2025
Declared Dividend • Nov 30First half dividend of JP¥85.00 announcedShareholders will receive a dividend of JP¥85.00. Ex-date: 28th March 2025 Payment date: 6th June 2025 Dividend yield will be 4.3%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (89% earnings payout ratio) but not covered by cash flows (393% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share is expected to grow by 71% over the next 3 years, which should maintain adequate earnings cover for the dividend.
分析記事 • Nov 12Stella Chemifa Corporation Beat Revenue Forecasts By 6.2%: Here's What Analysts Are Forecasting NextStella Chemifa Corporation ( TSE:4109 ) shareholders are probably feeling a little disappointed, since its shares fell...
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥70.34 (vs JP¥33.34 in 2Q 2024)Second quarter 2025 results: EPS: JP¥70.34 (up from JP¥33.34 in 2Q 2024). Revenue: JP¥9.41b (up 31% from 2Q 2024). Net income: JP¥843.0m (up 110% from 2Q 2024). Profit margin: 9.0% (up from 5.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% 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, earnings per share has fallen by 37% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
分析記事 • Sep 27Stella Chemifa (TSE:4109) Will Pay A Dividend Of ¥85.00Stella Chemifa Corporation's ( TSE:4109 ) investors are due to receive a payment of ¥85.00 per share on 2nd of...
お知らせ • Sep 26Stella Chemifa Corporation to Report Q2, 2025 Results on Nov 08, 2024Stella Chemifa Corporation announced that they will report Q2, 2025 results on Nov 08, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is on the higher end at 94%, and the cash payout ratio is above 100%. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).
分析記事 • Aug 13Stella Chemifa (TSE:4109) Is Due To Pay A Dividend Of ¥85.00The board of Stella Chemifa Corporation ( TSE:4109 ) has announced that it will pay a dividend on the 2nd of December...
分析記事 • Aug 09Stella Chemifa Corporation Just Beat Revenue By 10%: Here's What Analysts Think Will Happen NextLast week saw the newest first-quarter earnings release from Stella Chemifa Corporation ( TSE:4109 ), an important...
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥68.17 (vs JP¥57.77 in 1Q 2024)First quarter 2025 results: EPS: JP¥68.17 (up from JP¥57.77 in 1Q 2024). Revenue: JP¥8.76b (up 20% from 1Q 2024). Net income: JP¥824.0m (up 19% from 1Q 2024). Profit margin: 9.4% (in line with 1Q 2024). Revenue is forecast to grow 9.6% 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 32% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥3,375, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 28% over the past three years.
分析記事 • Jul 26Stella Chemifa (TSE:4109) Has Announced A Dividend Of ¥85.00Stella Chemifa Corporation ( TSE:4109 ) has announced that it will pay a dividend of ¥85.00 per share on the 2nd of...
分析記事 • Jul 12Stella Chemifa (TSE:4109) Is Due To Pay A Dividend Of ¥85.00The board of Stella Chemifa Corporation ( TSE:4109 ) has announced that it will pay a dividend on the 2nd of December...
Declared Dividend • Jul 11Final dividend of JP¥85.00 announcedShareholders will receive a dividend of JP¥85.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 4.1%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (46% earnings payout ratio) but not covered by cash flows (244% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 91% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 29Stella Chemifa Corporation to Report Q1, 2025 Results on Aug 07, 2024Stella Chemifa Corporation announced that they will report Q1, 2025 results on Aug 07, 2024
分析記事 • May 21Stella Chemifa's (TSE:4109) Conservative Accounting Might Explain Soft EarningsStella Chemifa Corporation's ( TSE:4109 ) recent soft profit numbers didn't appear to worry shareholders, as the stock...
Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥153 (down from JP¥186 in FY 2023). Revenue: JP¥30.4b (down 14% from FY 2023). Net income: JP¥1.85b (down 19% from FY 2023). Profit margin: 6.1% (down from 6.4% in FY 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) exceeded analyst estimates by 4.8%. Revenue is forecast to grow 9.6% 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 increased by 9% per year, which means it is well ahead of earnings.
お知らせ • May 12Stella Chemifa Corporation, Annual General Meeting, Jun 27, 2024Stella Chemifa Corporation, Annual General Meeting, Jun 27, 2024.
お知らせ • Mar 29Stella Chemifa Corporation to Report Fiscal Year 2024 Results on May 10, 2024Stella Chemifa Corporation announced that they will report fiscal year 2024 results on May 10, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 46% but the company is paying out more than the cash it is generating. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).
分析記事 • Feb 26Stella Chemifa's (TSE:4109) Dividend Will Be Increased To ¥85.00Stella Chemifa Corporation's ( TSE:4109 ) dividend will be increasing from last year's payment of the same period to...
Declared Dividend • Feb 16Dividend increased to JP¥85.00Dividend of JP¥85.00 is 183% higher than last year. Ex-date: 28th March 2024 Payment date: 3rd June 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (15% earnings payout ratio) but not covered by cash flows (dividend approximately 14x free cash flows). The dividend has increased by an average of 9.0% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 42% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥50.88 (vs JP¥113 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥50.88 (up from JP¥113 loss in 3Q 2023). Revenue: JP¥8.81b (up 1.9% from 3Q 2023). Net income: JP¥612.0m (up JP¥1.98b from 3Q 2023). Profit margin: 6.9% (up from net loss in 3Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 8.4% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
お知らせ • Dec 22Stella Chemifa Corporation to Report Q3, 2024 Results on Feb 13, 2024Stella Chemifa Corporation announced that they will report Q3, 2024 results on Feb 13, 2024
お知らせ • Nov 11Stella Chemifa Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Stella Chemifa Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net revenues of JPY 32,300 million, operating profit of JPY 2,800 million, profit attributable to owners of parent JPY 1,650 million and basic earnings per share of JPY 137.33.
お知らせ • Nov 10Stella Chemifa Corporation Announces Dividend for the Second Quarter of Fiscal Year Ended 2024, Payable on November 30, 2023Stella Chemifa Corporation announced dividend of JPY 60.00 per share for the Second Quarter of fiscal year ended March 31, 2024 against JPY 30.00 per share paid for the same period a year ago. Payable on November 30, 2023.
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥33.34 (vs JP¥139 in 2Q 2023)Second quarter 2024 results: EPS: JP¥33.34 (down from JP¥139 in 2Q 2023). Revenue: JP¥7.20b (down 27% from 2Q 2023). Net income: JP¥401.0m (down 77% from 2Q 2023). Profit margin: 5.6% (down from 18% in 2Q 2023). Revenue is forecast to grow 8.6% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Chemicals 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 1% per year, which means it is well ahead of earnings.
Major Estimate Revision • Sep 28Consensus EPS estimates fall by 31%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥190 to JP¥132 per share. Revenue forecast steady at JP¥31.7b. Net income forecast to grow 11% next year vs 7.2% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥3,020 to JP¥3,310. Share price was steady at JP¥3,120 over the past week.
お知らせ • Sep 22Stella Chemifa Corporation to Report Q2, 2024 Results on Nov 09, 2023Stella Chemifa Corporation announced that they will report Q2, 2024 results on Nov 09, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥60.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 43% and the cash payout ratio is 79%. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).
お知らせ • Aug 10+ 1 more updateStella Chemifa Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Stella Chemifa Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects sales revenue of JPY 32,300 million, operating profit of JPY 2,800 million, profit attributable to owners of the parent of JPY 1,650 million and basic earnings per share of JPY 137.33.
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥57.76 (vs JP¥103 in 1Q 2023)First quarter 2024 results: EPS: JP¥57.76 (down from JP¥103 in 1Q 2023). Revenue: JP¥7.30b (down 25% from 1Q 2023). Net income: JP¥694.0m (down 46% from 1Q 2023). Profit margin: 9.5% (down from 13% in 1Q 2023). Revenue is forecast to grow 5.9% 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 13% 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 29Stella Chemifa Corporation to Report Q1, 2024 Results on Aug 08, 2023Stella Chemifa Corporation announced that they will report Q1, 2024 results on Aug 08, 2023
お知らせ • May 16+ 2 more updatesStella Chemifa Corporation Announces Dividend for the Year Ended March 31, 2023, Payable on June 2, 2023Stella Chemifa Corporation announced dividend for the year ended March 31, 2023. For the year, the company announced to pay dividend of ¥30.00 per share against ¥36.00 per share paid a year ago. Scheduled date to commence dividend payments: June 2, 2023.
Reported Earnings • May 10Full year 2023 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2023 results: EPS: JP¥186 (down from JP¥423 in FY 2022). Revenue: JP¥35.4b (down 5.1% from FY 2022). Net income: JP¥2.28b (down 57% from FY 2022). Profit margin: 6.4% (down from 14% in FY 2022). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 10%. Revenue is forecast to grow 5.4% p.a. on average during the next 2 years, compared to a 3.8% 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 only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 2.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 02 June 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Buying Opportunity • Mar 14Now 21% undervaluedThe stock has been flat over the last 90 days. The fair value is estimated to be JP¥3,243, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 0.7% in 2 years. Earnings is forecast to grow by 1.1% in the next 2 years.
Buying Opportunity • Feb 22Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.4%. The fair value is estimated to be JP¥3,172, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 5.6% over the last 3 years. Earnings per share has grown by 42%. Revenue is forecast to grow by 0.7% in 2 years. Earnings is forecast to grow by 1.1% in the next 2 years.
お知らせ • Feb 15Stella Chemifa Corporation Provides Consolidated Earning Guidance for the Fiscal Year Ending March 31, 2023Stella Chemifa Corporation provided Consolidated earning guidance for the fiscal year ending March 31, 2023. For the period, the company expects sales revenue of JPY 35,600 million, operating profit of JPY 3,750 million, ordinary profit of JPY 4,300 million, profit attributable to owners of parent of JPY 2,000 million and basic earnings per share of JPY 163.13.
お知らせ • Feb 14Stella Chemifa Corporation Provides Dividend Guidance for the Year Ending March 31, 2023Stella Chemifa Corporation provided dividend guidance for the year ending March 31, 2023. For the year, the company expects to pay dividend of ¥30.00 per share against ¥36.00 per share paid a year ago.
Reported Earnings • Feb 12Third quarter 2023 earnings released: JP¥113 loss per share (vs JP¥103 profit in 3Q 2022)Third quarter 2023 results: JP¥113 loss per share (down from JP¥103 profit in 3Q 2022). Revenue: JP¥8.65b (down 4.0% from 3Q 2022). Net loss: JP¥1.36b (down 205% from profit in 3Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Price Target Changed • Jan 05Price target decreased to JP¥3,800Down from JP¥4,985, the current price target is provided by 1 analyst. New target price is 56% above last closing price of JP¥2,430. Stock is down 7.6% over the past year. The company is forecast to post earnings per share of JP¥368 for next year compared to JP¥423 last year.
お知らせ • Dec 23Stella Chemifa Corporation to Report Q3, 2023 Results on Feb 10, 2023Stella Chemifa Corporation announced that they will report Q3, 2023 results on Feb 10, 2023
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 4 highly experienced directors. 3 independent directors (8 non-independent directors). Independent Outside Director Shine Matsumura was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 11Second quarter 2023 earnings released: EPS: JP¥139 (vs JP¥82.81 in 2Q 2022)Second quarter 2023 results: EPS: JP¥139 (up from JP¥82.81 in 2Q 2022). Revenue: JP¥9.85b (up 7.0% from 2Q 2022). Net income: JP¥1.73b (up 63% from 2Q 2022). Profit margin: 18% (up from 12% in 2Q 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 13% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥103 (vs JP¥62.59 in 1Q 2022)First quarter 2023 results: EPS: JP¥103 (up from JP¥62.59 in 1Q 2022). Revenue: JP¥9.76b (up 9.8% from 1Q 2022). Net income: JP¥1.30b (up 62% from 1Q 2022). Profit margin: 13% (up from 9.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.3%, compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Major Estimate Revision • May 28Consensus EPS estimates increase by 41%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥38.9b to JP¥40.8b. EPS estimate increased from JP¥284 to JP¥400 per share. Net income forecast to shrink 6.8% next year vs 4.5% growth forecast for Chemicals industry in Japan . Consensus price target up from JP¥3,000 to JP¥4,000. Share price rose 5.4% to JP¥2,488 over the past week.
Reported Earnings • May 11Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥423 (up from JP¥231 in FY 2021). Revenue: JP¥37.3b (up 13% from FY 2021). Net income: JP¥5.36b (up 81% from FY 2021). Profit margin: 14% (up from 9.0% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.5%. Earnings per share (EPS) also surpassed analyst estimates by 53%. Over the next year, revenue is forecast to grow 4.4%, compared to a 7.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Price Target Changed • Apr 27Price target decreased to JP¥3,000Down from JP¥4,415, the current price target is an average from 2 analysts. New target price is 27% above last closing price of JP¥2,369. Stock is down 22% over the past year. The company is forecast to post earnings per share of JP¥276 for next year compared to JP¥231 last year.
Board Change • Apr 27Less 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. 8 non-independent directors. Independent Outside Director Jun Yamamoto was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Price Target Changed • Apr 12Price target decreased to JP¥3,000Down from JP¥4,415, the current price target is an average from 2 analysts. New target price is 25% above last closing price of JP¥2,401. Stock is down 27% over the past year. The company is forecast to post earnings per share of JP¥276 for next year compared to JP¥231 last year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.6%).
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,633, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Chemicals industry in Japan. Total loss to shareholders of 11% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥4,078 per share.
Reported Earnings • Feb 12Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥103 (up from JP¥68.45 in 3Q 2021). Revenue: JP¥9.02b (up 8.4% from 3Q 2021). Net income: JP¥1.30b (up 48% from 3Q 2021). Profit margin: 14% (up from 11% in 3Q 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 23%. Over the next year, revenue is forecast to grow 8.9%, compared to a 6.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥82.80 (vs JP¥48.31 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥9.21b (up 9.8% from 2Q 2021). Net income: JP¥1.06b (up 71% from 2Q 2021). Profit margin: 12% (up from 7.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.9%).
Price Target Changed • Sep 11Price target increased to JP¥4,415Up from JP¥3,100, the current price target is an average from 2 analysts. New target price is 39% above last closing price of JP¥3,165. Stock is up 3.1% over the past year.
Major Estimate Revision • Aug 13Consensus EPS estimates increase to JP¥250The consensus outlook for earnings per share (EPS) in 2022 has improved. 2022 revenue forecast increased from JP¥35.0b to JP¥35.5b. EPS estimate increased from JP¥203 to JP¥250 per share. Net income forecast to grow 2.1% next year vs 14% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥3,100 to JP¥3,300. Share price was steady at JP¥2,849 over the past week.
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥62.59 (vs JP¥37.22 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥8.90b (up 8.2% from 1Q 2021). Net income: JP¥802.0m (up 67% from 1Q 2021). Profit margin: 9.0% (up from 5.8% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥231 (vs JP¥149 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥32.9b (down 2.5% from FY 2020). Net income: JP¥2.96b (up 54% from FY 2020). Profit margin: 9.0% (up from 5.7% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 03 June 2021. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.8%).