Aica Kogyo Company(4206)株式概要アイカ工業株式会社は、日本、中国、アジア、オセアニア、および海外で化学製品を製造・販売しています。 詳細4206 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長2/6過去の実績3/6財務の健全性4/6配当金5/6報酬株価収益率( 11.7 x) JP市場( 13.8 x)を下回っています。収益は年間5%増加すると予測されています 過去5年間の収益は年間9.8%増加しました。 同業他社や業界と比較して、良好な取引価格 アナリストらは、株価が25.6%上昇するだろうとほぼ一致している。 リスク分析4.01%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る4206 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥3.44k3.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0367b2016201920222025202620282031Revenue JP¥367.4bEarnings JP¥27.0bAdvancedSet Fair ValueView all narrativesAica Kogyo Company, Limited 競合他社Osaka SodaSymbol: TSE:4046Market cap: JP¥220.3bartienceSymbol: TSE:4634Market cap: JP¥192.1bFujimiSymbol: TSE:5384Market cap: JP¥241.1bJCUSymbol: TSE:4975Market cap: JP¥176.2b価格と性能株価の高値、安値、推移の概要Aica Kogyo Company過去の株価現在の株価JP¥3,438.0052週高値JP¥4,008.0052週安値JP¥3,372.00ベータ0.201ヶ月の変化-1.94%3ヶ月変化-10.31%1年変化-4.63%3年間の変化16.27%5年間の変化-15.01%IPOからの変化380.84%最新ニュースNew Risk • May 08New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Dividend per share is over 25x cash flows per share. Dividend yield: 4.1% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • May 06Full year 2026 earnings: EPS in line with expectations, revenues disappointFull year 2026 results: EPS: JP¥296 (up from JP¥266 in FY 2025). Revenue: JP¥251.8b (up 1.2% from FY 2025). Net income: JP¥18.5b (up 9.7% from FY 2025). Profit margin: 7.4% (up from 6.8% in FY 2025). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% 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 • May 02Aica Kogyo Company, Limited, Annual General Meeting, Jun 23, 2026Aica Kogyo Company, Limited, Annual General Meeting, Jun 23, 2026.お知らせ • Apr 22Aica Kogyo Company, Limited to Report Fiscal Year 2026 Results on May 01, 2026Aica Kogyo Company, Limited announced that they will report fiscal year 2026 results on May 01, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥72.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 47% 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 (2.3%).お知らせ • Mar 23Aica Kogyo Company, Limited(TSE:4206) dropped from FTSE All-World Index (USD)Aica Kogyo Company, Limited(TSE:4206) dropped from FTSE All-World Index (USD)最新情報をもっと見るRecent updatesNew Risk • May 08New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Dividend per share is over 25x cash flows per share. Dividend yield: 4.1% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • May 06Full year 2026 earnings: EPS in line with expectations, revenues disappointFull year 2026 results: EPS: JP¥296 (up from JP¥266 in FY 2025). Revenue: JP¥251.8b (up 1.2% from FY 2025). Net income: JP¥18.5b (up 9.7% from FY 2025). Profit margin: 7.4% (up from 6.8% in FY 2025). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% 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 • May 02Aica Kogyo Company, Limited, Annual General Meeting, Jun 23, 2026Aica Kogyo Company, Limited, Annual General Meeting, Jun 23, 2026.お知らせ • Apr 22Aica Kogyo Company, Limited to Report Fiscal Year 2026 Results on May 01, 2026Aica Kogyo Company, Limited announced that they will report fiscal year 2026 results on May 01, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥72.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 47% 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 (2.3%).お知らせ • Mar 23Aica Kogyo Company, Limited(TSE:4206) dropped from FTSE All-World Index (USD)Aica Kogyo Company, Limited(TSE:4206) dropped from FTSE All-World Index (USD)お知らせ • Feb 18Aica Kogyo Company, Limited (TSE:4206) completed the acquisition of 27.12268% stake in Stylam Industries Limited (BSE:526951) from Pushpa Gupta, Dipti Gupta and Manav Gupta.Aica Kogyo Company, Limited (TSE:4206) agreed to acquire 27.12268% stake in Stylam Industries Limited (BSE:526951) from Pushpa Gupta, Dipti Gupta and Manav Gupta for INR 10.3 billion on December 26, 2025. In related transactions, will acquire 26% stake via open offer and 12.88% from Nidhi Gupta, Saru Gupta and Jagdish Gupta. A cash consideration valued at INR 2250 per share will be paid by Aica Kogyo Company, Limited. As of February 13, 2026, Aica Kogyo acquired the trance 1 of 16,94,906 of 10%. Akshay Chudasama, Aman Singh Sethi, Kriti Kaushik, Pooja Ramchandani, Atika Vaz, Shreya Jain, Mukul Baveja, Ashoo Gupta, Yogesh Chande, Kaustubh Verma and Jamshed Bhumgara of Shardul Amarchand Mangaldas & Co acted as legal advisor to Aica Kogyo Company, Limited. Whereas Vaishnavi Salimath, Trisha Shetty, Jayantika Khanna and Abhishek Dadoo of Khaitan & Co. acted as legal advisor to Stylam Industries Limited. Aica Kogyo Company, Limited (TSE:4206) completed the acquisition of 27.12268% stake in Stylam Industries Limited (BSE:526951) from Pushpa Gupta, Dipti Gupta and Manav Gupta on February 17, 2026.分析記事 • Feb 08Aica Kogyo Company, Limited Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedIt's been a good week for Aica Kogyo Company, Limited ( TSE:4206 ) shareholders, because the company has just released...分析記事 • Feb 05Aica Kogyo Company's (TSE:4206) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Aica Kogyo Company, Limited ( TSE:4206 ) has announced that it will be paying its dividend of ¥72.00 on...Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥95.31 (vs JP¥87.00 in 3Q 2025)Third quarter 2026 results: EPS: JP¥95.31 (up from JP¥87.00 in 3Q 2025). Revenue: JP¥64.9b (flat on 3Q 2025). Net income: JP¥5.97b (up 8.8% from 3Q 2025). Profit margin: 9.2% (up from 8.5% in 3Q 2025). Revenue is forecast to grow 5.3% 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 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 26Aica Kogyo Company, Limited (TSE:4206) made an open Offer to acquire 26% stake in Stylam Industries Limited (BSE:526951) from public shareholders for INR 9.9 billion.Aica Kogyo Company, Limited (TSE:4206) made an open Offer to acquire 26% stake in Stylam Industries Limited (BSE:526951) from public shareholders for INR 9.9 billion on December 26, 2025. A cash consideration valued at INR 2250 per share will be paid by Aica Kogyo Company, Limited. In related transaction Aica Kogyo also entered into two share purchase agreements to acquire Equity Shares of the Target Company. Funds for the share acquisitions will be provided from cash on hand and/or bank borrowings. Open Offer is not subject to any minimum level of acceptance. Commencement of Open Offer Period is planned for late February through early March, 2026 which is subject to change or extension depending on the approval of the Competition Commission of India. ICICI Securities Limited acted as Manager to the Open Offer on behalf of the Acquirer.Declared Dividend • Dec 03First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (25% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Dec 02Aica Kogyo Company, Limited's (TSE:4206) Business Is Yet to Catch Up With Its Share PriceWith a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...お知らせ • Nov 29Aica Kogyo Company, Limited to Report Q3, 2026 Results on Feb 03, 2026Aica Kogyo Company, Limited announced that they will report Q3, 2026 results on Feb 03, 2026分析記事 • Nov 11These 4 Measures Indicate That Aica Kogyo Company (TSE:4206) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥79.79 (vs JP¥73.80 in 2Q 2025)Second quarter 2026 results: EPS: JP¥79.79 (up from JP¥73.80 in 2Q 2025). Revenue: JP¥61.6b (down 2.7% from 2Q 2025). Net income: JP¥4.95b (up 4.9% from 2Q 2025). Profit margin: 8.0% (up from 7.5% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% 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 increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 14Here's What To Make Of Aica Kogyo Company's (TSE:4206) Decelerating Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...お知らせ • Sep 27Aica Kogyo Company, Limited to Report Q2, 2026 Results on Nov 05, 2025Aica Kogyo Company, Limited announced that they will report Q2, 2026 results on Nov 05, 2025分析記事 • Sep 22Aica Kogyo Company (TSE:4206) Is Due To Pay A Dividend Of ¥66.00The board of Aica Kogyo Company, Limited ( TSE:4206 ) has announced that it will pay a dividend on the 3rd of December...分析記事 • Sep 08Aica Kogyo Company's (TSE:4206) Dividend Will Be ¥66.00The board of Aica Kogyo Company, Limited ( TSE:4206 ) has announced that it will pay a dividend on the 3rd of December...分析記事 • Aug 11Aica Kogyo Company (TSE:4206) Will Pay A Dividend Of ¥66.00Aica Kogyo Company, Limited ( TSE:4206 ) will pay a dividend of ¥66.00 on the 3rd of December. This will take the...Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: JP¥71.52 (vs JP¥64.62 in 1Q 2025)First quarter 2026 results: EPS: JP¥71.52 (up from JP¥64.62 in 1Q 2025). Revenue: JP¥59.8b (up 5.1% from 1Q 2025). Net income: JP¥4.47b (up 8.2% from 1Q 2025). Profit margin: 7.5% (up from 7.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% 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 increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 27Aica Kogyo Company's (TSE:4206) Dividend Will Be ¥66.00The board of Aica Kogyo Company, Limited ( TSE:4206 ) has announced that it will pay a dividend of ¥66.00 per share on...分析記事 • Jul 13Aica Kogyo Company (TSE:4206) Has Announced A Dividend Of ¥66.00The board of Aica Kogyo Company, Limited ( TSE:4206 ) has announced that it will pay a dividend on the 3rd of December...Declared Dividend • Jul 09Final dividend of JP¥66.00 announcedShareholders will receive a dividend of JP¥66.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 3.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 27Aica Kogyo Company, Limited to Report Q1, 2026 Results on Aug 04, 2025Aica Kogyo Company, Limited announced that they will report Q1, 2026 results on Aug 04, 2025Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥266 (up from JP¥237 in FY 2024). Revenue: JP¥248.7b (up 5.1% from FY 2024). Net income: JP¥16.9b (up 12% from FY 2024). Profit margin: 6.8% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.分析記事 • May 03The Aica Kogyo Company, Limited (TSE:4206) Annual Results Are Out And Analysts Have Published New ForecastsIt's been a good week for Aica Kogyo Company, Limited ( TSE:4206 ) shareholders, because the company has just released...Reported Earnings • May 02Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥266 (up from JP¥237 in FY 2024). Revenue: JP¥248.7b (up 5.1% from FY 2024). Net income: JP¥16.9b (up 12% from FY 2024). Profit margin: 6.8% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • May 01+ 2 more updatesAica Kogyo Company, Limited, Annual General Meeting, Jun 24, 2025Aica Kogyo Company, Limited, Annual General Meeting, Jun 24, 2025.分析記事 • Mar 27Aica Kogyo Company's (TSE:4206) Upcoming Dividend Will Be Larger Than Last Year'sAica Kogyo Company, Limited ( TSE:4206 ) will increase its dividend from last year's comparable payment on the 26th of...お知らせ • Mar 27Aica Kogyo Company, Limited to Report Fiscal Year 2025 Results on May 01, 2025Aica Kogyo Company, Limited announced that they will report fiscal year 2025 results on May 01, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥66.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).分析記事 • Feb 04Aica Kogyo Company (TSE:4206) Is Paying Out A Larger Dividend Than Last YearAica Kogyo Company, Limited's ( TSE:4206 ) periodic dividend will be increasing on the 26th of June to ¥66.00, with...お知らせ • Feb 03+ 1 more updateAica Kogyo Company, Limited Provides Dividend Guidance for the Year Ending March 31, 2025Aica Kogyo Company, Limited provided dividend guidance of JPY 66.00 per share for the year ending March 31, 2025 against JPY 60.00 per share paid a year ago.Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥87.00 (vs JP¥76.15 in 3Q 2024)Third quarter 2025 results: EPS: JP¥87.00 (up from JP¥76.15 in 3Q 2024). Revenue: JP¥64.6b (up 5.0% from 3Q 2024). Net income: JP¥5.48b (up 13% from 3Q 2024). Profit margin: 8.5% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% 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 increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 03Aica Kogyo Company, Limited to Report Q3, 2025 Results on Jan 31, 2025Aica Kogyo Company, Limited announced that they will report Q3, 2025 results on Jan 31, 2025Declared Dividend • Dec 04First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥73.80 (vs JP¥66.48 in 2Q 2024)Second quarter 2025 results: EPS: JP¥73.80 (up from JP¥66.48 in 2Q 2024). Revenue: JP¥63.3b (up 7.6% from 2Q 2024). Net income: JP¥4.72b (up 11% from 2Q 2024). Profit margin: 7.5% (up from 7.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% 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 6% 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 • Oct 31Aica Kogyo Company, Limited Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2025, Payable on December 3, 2024Aica Kogyo Company, Limited announced dividend for the second quarter end of fiscal year ending March 31, 2025. For the period, the announced dividend of JPY 56.00 per share against JPY 52.00 per share. Scheduled date to commence dividend payments: December 3, 2024.お知らせ • Sep 27Aica Kogyo Company, Limited to Report Q2, 2025 Results on Oct 30, 2024Aica Kogyo Company, Limited announced that they will report Q2, 2025 results on Oct 30, 2024分析記事 • Sep 24Aica Kogyo Company (TSE:4206) Has Announced A Dividend Of ¥53.00Aica Kogyo Company, Limited ( TSE:4206 ) has announced that it will pay a dividend of ¥53.00 per share on the 4th of...Upcoming Dividend • Sep 20Upcoming dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥64.62 (vs JP¥49.04 in 1Q 2024)First quarter 2025 results: EPS: JP¥64.62 (up from JP¥49.04 in 1Q 2024). Revenue: JP¥56.8b (up 4.3% from 1Q 2024). Net income: JP¥4.13b (up 32% from 1Q 2024). Profit margin: 7.3% (up from 5.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.分析記事 • Jul 31Aica Kogyo Company's (TSE:4206) Dividend Will Be ¥53.00The board of Aica Kogyo Company, Limited ( TSE:4206 ) has announced that it will pay a dividend on the 4th of December...お知らせ • Jul 31+ 1 more updateAica Kogyo Company, Limited Provides Consolidated Earnings Guidance for the Fiscal Six Months Ending September 30, 2024 and the Full Year Ending March 31, 2025Aica Kogyo Company, Limited provided consolidated earnings guidance for the fiscal six months ending September 30, 2024 and the full year ending March 31, 2025. For the six months ending September 30, 2024, the company expects Net sales to be JPY 120,000 Million, Operating profit to be JPY 12,700 Million, Profit attributable to owners of parent to be JPY 8,000 Million and Earnings per share to be JPY 125.06. For the full year ending March 31, 2025, the company expects Net sales to be JPY 250,000 Million, Operating profit to be JPY 27,200 Million, Profit attributable to owners of parent to be JPY 16,200 Million and Earnings per share to be JPY 253.24.Declared Dividend • Jul 11Final dividend of JP¥53.00 announcedShareholders will receive a dividend of JP¥53.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 3.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 28Aica Kogyo Company, Limited to Report Q1, 2025 Results on Jul 30, 2024Aica Kogyo Company, Limited announced that they will report Q1, 2025 results on Jul 30, 2024分析記事 • Jun 18Aica Kogyo Company (TSE:4206) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • May 04Aica Kogyo Company, Limited (TSE:4206) Yearly Results: Here's What Analysts Are Forecasting For This YearShareholders might have noticed that Aica Kogyo Company, Limited ( TSE:4206 ) filed its full-year result this time last...Price Target Changed • May 02Price target increased by 7.4% to JP¥4,193Up from JP¥3,903, the current price target is an average from 3 analysts. New target price is 21% above last closing price of JP¥3,460. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥251 for next year compared to JP¥237 last year.お知らせ • May 02Aica Kogyo Company, Limited, Annual General Meeting, Jun 25, 2024Aica Kogyo Company, Limited, Annual General Meeting, Jun 25, 2024.Buy Or Sell Opportunity • May 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to JP¥3,450. The fair value is estimated to be JP¥4,321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.分析記事 • May 01Aica Kogyo Company, Limited's (TSE:4206) Intrinsic Value Is Potentially 25% Above Its Share PriceKey Insights The projected fair value for Aica Kogyo Company is JP¥4,321 based on 2 Stage Free Cash Flow to Equity...お知らせ • May 01+ 2 more updatesAica Kogyo Company, Limited Provides Consolidated Earnings Guidance for the Fiscal Six Months Ending September 30, 2024 and the Full Year Ending March 31, 2025Aica Kogyo Company, Limited provided consolidated earnings guidance for the fiscal six months ending September 30, 2024 and the full year ending March 31, 2025. For the six months ending September 30, 2024, the company expects Net sales to be JPY 120,000 Million, Operating profit to be JPY 12,000 Million, Profit attributable to owners of parent to be JPY 7,500 Million and Earnings per share to be JPY 117.24.For the full year ending March 31, 2024, the company expects Net sales to be JPY 250,000 Million, Operating profit to be JPY 26,500 Million, Profit attributable to owners of parent to be JPY 15,500 Million and Earnings per share to be JPY 242.30.お知らせ • Mar 29Aica Kogyo Company, Limited to Report Fiscal Year 2024 Results on Apr 30, 2024Aica Kogyo Company, Limited announced that they will report fiscal year 2024 results on Apr 30, 2024分析記事 • Mar 25Aica Kogyo Company (TSE:4206) Will Pay A Dividend Of ¥59.00Aica Kogyo Company, Limited's ( TSE:4206 ) investors are due to receive a payment of ¥59.00 per share on 26th of June...分析記事 • Mar 22Here's What To Make Of Aica Kogyo Company's (TSE:4206) Decelerating Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...Upcoming Dividend • Mar 21Upcoming dividend of JP¥59.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥76.14 (vs JP¥51.37 in 3Q 2023)Third quarter 2024 results: EPS: JP¥76.14 (up from JP¥51.37 in 3Q 2023). Revenue: JP¥61.6b (down 2.4% from 3Q 2023). Net income: JP¥4.87b (up 48% from 3Q 2023). Profit margin: 7.9% (up from 5.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.Buy Or Sell Opportunity • Feb 01Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,508. The fair value is estimated to be JP¥2,873, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 2.8%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.お知らせ • Feb 01+ 1 more updateAica Kogyo Company, Limited Provides Dividend Guidance for the Year Ending March 31, 2024Aica Kogyo Company, Limited provided dividend guidance of JPY 59.00 for the Year ending March 31, 2024.お知らせ • Dec 28Aica Kogyo Company, Limited to Report Q3, 2024 Results on Jan 31, 2024Aica Kogyo Company, Limited announced that they will report Q3, 2024 results on Jan 31, 2024お知らせ • Nov 01Aica Kogyo Company, Limited Declares Dividend for the Second Quarter-End of Fiscal Year Ending March 31, 2024, Payable on December 4, 2023Aica Kogyo Company, Limited declared dividend for the second quarter-end of fiscal year ending March 31, 2024. For the period, the company declared a dividend of JPY 52.00 per share against JPY 50.00 per share paid a year ago. Scheduled date to commence dividend payments: December 4, 2023.Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥66.48 (vs JP¥55.91 in 2Q 2023)Second quarter 2024 results: EPS: JP¥66.48 (up from JP¥55.91 in 2Q 2023). Revenue: JP¥58.8b (down 5.3% from 2Q 2023). Net income: JP¥4.25b (up 19% from 2Q 2023). Profit margin: 7.2% (up from 5.8% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Sep 30Aica Kogyo Company, Limited to Report Q2, 2024 Results on Oct 30, 2023Aica Kogyo Company, Limited announced that they will report Q2, 2024 results on Oct 30, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥51.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).お知らせ • Sep 08Aica Kogyo Company, Limited (TSE:4206) signed an agreement to acquire Kuen Bong Technology (Thailand) Co.,Ltd. from Honour Rich International Corporation, Kuen Bong Chemical Industry Corporation and other minority shareholders.Aica Kogyo Company, Limited (TSE:4206) signed an agreement to acquire Kuen Bong Technology (Thailand) Co.,Ltd. from Honour Rich International Corporation, Kuen Bong Chemical Industry Corporation and other minority shareholders on September 7, 2023. Aica Kogyo Company will acquire 21 million shares in Kuen Bong Technology (Thailand). Kuen Bong Technology (Thailand) has reported net assets of THB 109 million, total assets of THB 261.9 million and Sales of THB 30.2 million in 2022. The transaction is expected to complete on October 31, 2023.お知らせ • Jul 29+ 2 more updatesAica Kogyo Company, Limited Provides Consolidated Earnings Guidance for the Fiscal Six Months Ending September 30, 2023 and the Full Year Ending March 31, 2024Aica Kogyo Company, Limited provided consolidated earnings guidance for the fiscal six months ending September 30, 2023 and the full year ending March 31, 2024. For the six months ending September 30, 2023, the company expects Net sales to be JPY 119,000 Million, Operating profit to be JPY 10,000 Million, Profit attributable to owners of parent to be JPY 6,200 Million and Earnings per share to be JPY 96.93.For the full year ending March 31, 2024, the company expects Net sales to be JPY 250,000 Million, Operating profit to be JPY 21,500 Million, Profit attributable to owners of parent to be JPY 13,200 Million and Earnings per share to be JPY 206.37.Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥49.04 (vs JP¥44.72 in 1Q 2023)First quarter 2024 results: EPS: JP¥49.04 (up from JP¥44.72 in 1Q 2023). Revenue: JP¥54.5b (down 2.0% from 1Q 2023). Net income: JP¥3.14b (up 9.7% from 1Q 2023). Profit margin: 5.8% (up from 5.1% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Jun 29Aica Kogyo Company, Limited to Report Q1, 2024 Results on Jul 27, 2023Aica Kogyo Company, Limited announced that they will report Q1, 2024 results on Jul 27, 2023Reported Earnings • Apr 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥157 (down from JP¥201 in FY 2022). Revenue: JP¥242.1b (up 13% from FY 2022). Net income: JP¥10.1b (down 23% from FY 2022). Profit margin: 4.2% (down from 6.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥59.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).お知らせ • Feb 13+ 1 more updateAica Kogyo Company, Limited Provides Dividend Guidance for the Year Ending March 31, 2023Aica Kogyo Company, Limited provided dividend guidance for the year ending March 31, 2023 of JPY 59.00 per share.Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥51.37 (vs JP¥49.89 in 3Q 2022)Third quarter 2023 results: EPS: JP¥51.37 (up from JP¥49.89 in 3Q 2022). Revenue: JP¥63.1b (up 17% from 3Q 2022). Net income: JP¥3.29b (flat on 3Q 2022). Profit margin: 5.2% (down from 6.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% 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 5% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Dec 04Aica Kogyo Company, Limited to Report Q3, 2023 Results on Jan 31, 2023Aica Kogyo Company, Limited announced that they will report Q3, 2023 results on Jan 31, 2023Board 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 Kenji Ogura was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Nov 01+ 1 more updateAica Kogyo Company, Limited Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Aica Kogyo Company, Limited provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales of JPY 237,000 million, operating profit of JPY 21,500 million, profit attributable to owners of parent of JPY 13,300 million and earnings per share of JPY 207.95.Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥55.91 (vs JP¥55.38 in 2Q 2022)Second quarter 2023 results: EPS: JP¥55.91. Revenue: JP¥62.1b (up 17% from 2Q 2022). Net income: JP¥3.58b (down 1.1% from 2Q 2022). Profit margin: 5.8% (down from 6.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan.Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).お知らせ • Aug 06Aica Kogyo Company, Limited to Report Q2, 2023 Results on Oct 28, 2022Aica Kogyo Company, Limited announced that they will report Q2, 2023 results on Oct 28, 2022お知らせ • Aug 02+ 2 more updatesAica Kogyo Company, Limited Provides Dividend Guidance for the Second Quarter Ending September 30, 2022Aica Kogyo Company, Limited provided dividend guidance for the second quarter ending September 30, 2022. For the quarter, the company expects to pay dividend of ¥50.00 per share against ¥50.00 a year ago.Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥44.72 (vs JP¥40.51 in 1Q 2022)First quarter 2023 results: EPS: JP¥44.72 (up from JP¥40.51 in 1Q 2022). Revenue: JP¥55.6b (up 22% from 1Q 2022). Net income: JP¥2.86b (up 8.1% from 1Q 2022). Profit margin: 5.1% (down from 5.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 4.3%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.お知らせ • Jul 24Aica Kogyo Company, Limited to Report Q1, 2023 Results on Jul 29, 2022Aica Kogyo Company, Limited announced that they will report Q1, 2023 results on Jul 29, 2022お知らせ • May 12Aica Kogyo Company, Limited, Annual General Meeting, Jun 24, 2022Aica Kogyo Company, Limited, Annual General Meeting, Jun 24, 2022.株主還元4206JP ChemicalsJP 市場7D-1.3%-4.3%-0.5%1Y-4.6%51.2%41.3%株主還元を見る業界別リターン: 4206過去 1 年間で51.2 % の収益を上げたJP Chemicals業界を下回りました。リターン対市場: 4206は、過去 1 年間で41.3 % のリターンを上げたJP市場を下回りました。価格変動Is 4206's price volatile compared to industry and market?4206 volatility4206 Average Weekly Movement2.8%Chemicals Industry Average Movement6.0%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 4206 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 4206の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO(最高経営責任者ウェブサイト19365,250Kenji Ebiharawww.aica.co.jpアイカ工業株式会社は、日本、中国、アジア、オセアニア、および海外で化学製品を製造・販売している。化成品事業と建材事業を展開。高圧ラミネート、化粧板、建築用フィルムなどの化粧板、難燃化粧板、カウンター、ドア、引き戸、収納ユニット、トイレブースなどの住宅・公共製品、工業用・建築用接着剤、工業用・複合板用樹脂、壁・床用コーティング材、補修・補強材、防食材などの建築用樹脂、ホットメルト、UV硬化型・水性樹脂、ポリマービーズなどの特殊・機能材を提供している。また、外装・内装仕上げコーティング材や有機微粒子、メラミン化粧板、化粧合板、室内ドア、内装建材、カウンタートップ、収納ドア、不燃化粧材、押出成形セメント板なども提供している。木材加工用、建築用、土木用、自動車用、電子材料用、工業製品用、家庭用品用の化学製品と、商業施設用、オフィス用、教育・文化施設用、運輸施設用、医療・福祉施設用、宿泊施設用、倉庫・工場用、住宅施設用の積層板や建材を提供している。さらに、ラミネートおよび関連製品の製造・販売も行っている。前身は愛知化学工業株式会社で、1966年6月にアイカ工業株式会社に社名変更。アイカ工業株式会社は1936 年に設立され、名古屋に本社を置いている。もっと見るAica Kogyo Company, Limited 基礎のまとめAica Kogyo Company の収益と売上を時価総額と比較するとどうか。4206 基礎統計学時価総額JP¥217.60b収益(TTM)JP¥18.53b売上高(TTM)JP¥251.76b11.7xPER(株価収益率0.9xP/Sレシオ4206 は割高か?公正価値と評価分析を参照収益と収入最新の決算報告書(TTM)に基づく主な収益性統計4206 損益計算書(TTM)収益JP¥251.76b売上原価JP¥180.53b売上総利益JP¥71.24bその他の費用JP¥52.70b収益JP¥18.53b直近の収益報告Mar 31, 2026次回決算日May 25, 2026一株当たり利益(EPS)292.89グロス・マージン28.30%純利益率7.36%有利子負債/自己資本比率23.0%4206 の長期的なパフォーマンスは?過去の実績と比較を見る配当金4.0%現在の配当利回り47%配当性向4206 配当は確実ですか?4206 配当履歴とベンチマークを見る4206 、いつまでに購入すれば配当金を受け取れますか?Aica Kogyo Company 配当日配当落ち日Mar 30 2026配当支払日Jun 24 2026配当落ちまでの日数53 days配当支払日までの日数33 days4206 配当は確実ですか?4206 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/22 09:22終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Aica Kogyo Company, Limited 3 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。6 アナリスト機関Jiro KojimaDaiwa Securities Co. Ltd.Katsumi MiyazawaIchiyoshi Research Institute Inc.Toshiyuki AnegawaMorgan Stanley3 その他のアナリストを表示
New Risk • May 08New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Dividend per share is over 25x cash flows per share. Dividend yield: 4.1% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • May 06Full year 2026 earnings: EPS in line with expectations, revenues disappointFull year 2026 results: EPS: JP¥296 (up from JP¥266 in FY 2025). Revenue: JP¥251.8b (up 1.2% from FY 2025). Net income: JP¥18.5b (up 9.7% from FY 2025). Profit margin: 7.4% (up from 6.8% in FY 2025). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% 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 • May 02Aica Kogyo Company, Limited, Annual General Meeting, Jun 23, 2026Aica Kogyo Company, Limited, Annual General Meeting, Jun 23, 2026.
お知らせ • Apr 22Aica Kogyo Company, Limited to Report Fiscal Year 2026 Results on May 01, 2026Aica Kogyo Company, Limited announced that they will report fiscal year 2026 results on May 01, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥72.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 47% 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 (2.3%).
お知らせ • Mar 23Aica Kogyo Company, Limited(TSE:4206) dropped from FTSE All-World Index (USD)Aica Kogyo Company, Limited(TSE:4206) dropped from FTSE All-World Index (USD)
New Risk • May 08New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Dividend per share is over 25x cash flows per share. Dividend yield: 4.1% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • May 06Full year 2026 earnings: EPS in line with expectations, revenues disappointFull year 2026 results: EPS: JP¥296 (up from JP¥266 in FY 2025). Revenue: JP¥251.8b (up 1.2% from FY 2025). Net income: JP¥18.5b (up 9.7% from FY 2025). Profit margin: 7.4% (up from 6.8% in FY 2025). Revenue missed analyst estimates by 2.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.9% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% 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 • May 02Aica Kogyo Company, Limited, Annual General Meeting, Jun 23, 2026Aica Kogyo Company, Limited, Annual General Meeting, Jun 23, 2026.
お知らせ • Apr 22Aica Kogyo Company, Limited to Report Fiscal Year 2026 Results on May 01, 2026Aica Kogyo Company, Limited announced that they will report fiscal year 2026 results on May 01, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥72.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 47% 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 (2.3%).
お知らせ • Mar 23Aica Kogyo Company, Limited(TSE:4206) dropped from FTSE All-World Index (USD)Aica Kogyo Company, Limited(TSE:4206) dropped from FTSE All-World Index (USD)
お知らせ • Feb 18Aica Kogyo Company, Limited (TSE:4206) completed the acquisition of 27.12268% stake in Stylam Industries Limited (BSE:526951) from Pushpa Gupta, Dipti Gupta and Manav Gupta.Aica Kogyo Company, Limited (TSE:4206) agreed to acquire 27.12268% stake in Stylam Industries Limited (BSE:526951) from Pushpa Gupta, Dipti Gupta and Manav Gupta for INR 10.3 billion on December 26, 2025. In related transactions, will acquire 26% stake via open offer and 12.88% from Nidhi Gupta, Saru Gupta and Jagdish Gupta. A cash consideration valued at INR 2250 per share will be paid by Aica Kogyo Company, Limited. As of February 13, 2026, Aica Kogyo acquired the trance 1 of 16,94,906 of 10%. Akshay Chudasama, Aman Singh Sethi, Kriti Kaushik, Pooja Ramchandani, Atika Vaz, Shreya Jain, Mukul Baveja, Ashoo Gupta, Yogesh Chande, Kaustubh Verma and Jamshed Bhumgara of Shardul Amarchand Mangaldas & Co acted as legal advisor to Aica Kogyo Company, Limited. Whereas Vaishnavi Salimath, Trisha Shetty, Jayantika Khanna and Abhishek Dadoo of Khaitan & Co. acted as legal advisor to Stylam Industries Limited. Aica Kogyo Company, Limited (TSE:4206) completed the acquisition of 27.12268% stake in Stylam Industries Limited (BSE:526951) from Pushpa Gupta, Dipti Gupta and Manav Gupta on February 17, 2026.
分析記事 • Feb 08Aica Kogyo Company, Limited Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedIt's been a good week for Aica Kogyo Company, Limited ( TSE:4206 ) shareholders, because the company has just released...
分析記事 • Feb 05Aica Kogyo Company's (TSE:4206) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Aica Kogyo Company, Limited ( TSE:4206 ) has announced that it will be paying its dividend of ¥72.00 on...
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥95.31 (vs JP¥87.00 in 3Q 2025)Third quarter 2026 results: EPS: JP¥95.31 (up from JP¥87.00 in 3Q 2025). Revenue: JP¥64.9b (flat on 3Q 2025). Net income: JP¥5.97b (up 8.8% from 3Q 2025). Profit margin: 9.2% (up from 8.5% in 3Q 2025). Revenue is forecast to grow 5.3% 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 19% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 26Aica Kogyo Company, Limited (TSE:4206) made an open Offer to acquire 26% stake in Stylam Industries Limited (BSE:526951) from public shareholders for INR 9.9 billion.Aica Kogyo Company, Limited (TSE:4206) made an open Offer to acquire 26% stake in Stylam Industries Limited (BSE:526951) from public shareholders for INR 9.9 billion on December 26, 2025. A cash consideration valued at INR 2250 per share will be paid by Aica Kogyo Company, Limited. In related transaction Aica Kogyo also entered into two share purchase agreements to acquire Equity Shares of the Target Company. Funds for the share acquisitions will be provided from cash on hand and/or bank borrowings. Open Offer is not subject to any minimum level of acceptance. Commencement of Open Offer Period is planned for late February through early March, 2026 which is subject to change or extension depending on the approval of the Competition Commission of India. ICICI Securities Limited acted as Manager to the Open Offer on behalf of the Acquirer.
Declared Dividend • Dec 03First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (25% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Dec 02Aica Kogyo Company, Limited's (TSE:4206) Business Is Yet to Catch Up With Its Share PriceWith a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...
お知らせ • Nov 29Aica Kogyo Company, Limited to Report Q3, 2026 Results on Feb 03, 2026Aica Kogyo Company, Limited announced that they will report Q3, 2026 results on Feb 03, 2026
分析記事 • Nov 11These 4 Measures Indicate That Aica Kogyo Company (TSE:4206) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: JP¥79.79 (vs JP¥73.80 in 2Q 2025)Second quarter 2026 results: EPS: JP¥79.79 (up from JP¥73.80 in 2Q 2025). Revenue: JP¥61.6b (down 2.7% from 2Q 2025). Net income: JP¥4.95b (up 4.9% from 2Q 2025). Profit margin: 8.0% (up from 7.5% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% 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 increased by 17% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 14Here's What To Make Of Aica Kogyo Company's (TSE:4206) Decelerating Rates Of ReturnIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
お知らせ • Sep 27Aica Kogyo Company, Limited to Report Q2, 2026 Results on Nov 05, 2025Aica Kogyo Company, Limited announced that they will report Q2, 2026 results on Nov 05, 2025
分析記事 • Sep 22Aica Kogyo Company (TSE:4206) Is Due To Pay A Dividend Of ¥66.00The board of Aica Kogyo Company, Limited ( TSE:4206 ) has announced that it will pay a dividend on the 3rd of December...
分析記事 • Sep 08Aica Kogyo Company's (TSE:4206) Dividend Will Be ¥66.00The board of Aica Kogyo Company, Limited ( TSE:4206 ) has announced that it will pay a dividend on the 3rd of December...
分析記事 • Aug 11Aica Kogyo Company (TSE:4206) Will Pay A Dividend Of ¥66.00Aica Kogyo Company, Limited ( TSE:4206 ) will pay a dividend of ¥66.00 on the 3rd of December. This will take the...
Reported Earnings • Aug 05First quarter 2026 earnings released: EPS: JP¥71.52 (vs JP¥64.62 in 1Q 2025)First quarter 2026 results: EPS: JP¥71.52 (up from JP¥64.62 in 1Q 2025). Revenue: JP¥59.8b (up 5.1% from 1Q 2025). Net income: JP¥4.47b (up 8.2% from 1Q 2025). Profit margin: 7.5% (up from 7.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% 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 increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 27Aica Kogyo Company's (TSE:4206) Dividend Will Be ¥66.00The board of Aica Kogyo Company, Limited ( TSE:4206 ) has announced that it will pay a dividend of ¥66.00 per share on...
分析記事 • Jul 13Aica Kogyo Company (TSE:4206) Has Announced A Dividend Of ¥66.00The board of Aica Kogyo Company, Limited ( TSE:4206 ) has announced that it will pay a dividend on the 3rd of December...
Declared Dividend • Jul 09Final dividend of JP¥66.00 announcedShareholders will receive a dividend of JP¥66.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 3.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 13% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 24% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 27Aica Kogyo Company, Limited to Report Q1, 2026 Results on Aug 04, 2025Aica Kogyo Company, Limited announced that they will report Q1, 2026 results on Aug 04, 2025
Reported Earnings • Jun 27Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥266 (up from JP¥237 in FY 2024). Revenue: JP¥248.7b (up 5.1% from FY 2024). Net income: JP¥16.9b (up 12% from FY 2024). Profit margin: 6.8% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 8% per year.
分析記事 • May 03The Aica Kogyo Company, Limited (TSE:4206) Annual Results Are Out And Analysts Have Published New ForecastsIt's been a good week for Aica Kogyo Company, Limited ( TSE:4206 ) shareholders, because the company has just released...
Reported Earnings • May 02Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: JP¥266 (up from JP¥237 in FY 2024). Revenue: JP¥248.7b (up 5.1% from FY 2024). Net income: JP¥16.9b (up 12% from FY 2024). Profit margin: 6.8% (up from 6.4% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.8%. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • May 01+ 2 more updatesAica Kogyo Company, Limited, Annual General Meeting, Jun 24, 2025Aica Kogyo Company, Limited, Annual General Meeting, Jun 24, 2025.
分析記事 • Mar 27Aica Kogyo Company's (TSE:4206) Upcoming Dividend Will Be Larger Than Last Year'sAica Kogyo Company, Limited ( TSE:4206 ) will increase its dividend from last year's comparable payment on the 26th of...
お知らせ • Mar 27Aica Kogyo Company, Limited to Report Fiscal Year 2025 Results on May 01, 2025Aica Kogyo Company, Limited announced that they will report fiscal year 2025 results on May 01, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥66.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).
分析記事 • Feb 04Aica Kogyo Company (TSE:4206) Is Paying Out A Larger Dividend Than Last YearAica Kogyo Company, Limited's ( TSE:4206 ) periodic dividend will be increasing on the 26th of June to ¥66.00, with...
お知らせ • Feb 03+ 1 more updateAica Kogyo Company, Limited Provides Dividend Guidance for the Year Ending March 31, 2025Aica Kogyo Company, Limited provided dividend guidance of JPY 66.00 per share for the year ending March 31, 2025 against JPY 60.00 per share paid a year ago.
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥87.00 (vs JP¥76.15 in 3Q 2024)Third quarter 2025 results: EPS: JP¥87.00 (up from JP¥76.15 in 3Q 2024). Revenue: JP¥64.6b (up 5.0% from 3Q 2024). Net income: JP¥5.48b (up 13% from 3Q 2024). Profit margin: 8.5% (up from 7.9% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% 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 increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 03Aica Kogyo Company, Limited to Report Q3, 2025 Results on Jan 31, 2025Aica Kogyo Company, Limited announced that they will report Q3, 2025 results on Jan 31, 2025
Declared Dividend • Dec 04First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (45% earnings payout ratio) and cash flows (52% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥73.80 (vs JP¥66.48 in 2Q 2024)Second quarter 2025 results: EPS: JP¥73.80 (up from JP¥66.48 in 2Q 2024). Revenue: JP¥63.3b (up 7.6% from 2Q 2024). Net income: JP¥4.72b (up 11% from 2Q 2024). Profit margin: 7.5% (up from 7.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.2% 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 6% 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 • Oct 31Aica Kogyo Company, Limited Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2025, Payable on December 3, 2024Aica Kogyo Company, Limited announced dividend for the second quarter end of fiscal year ending March 31, 2025. For the period, the announced dividend of JPY 56.00 per share against JPY 52.00 per share. Scheduled date to commence dividend payments: December 3, 2024.
お知らせ • Sep 27Aica Kogyo Company, Limited to Report Q2, 2025 Results on Oct 30, 2024Aica Kogyo Company, Limited announced that they will report Q2, 2025 results on Oct 30, 2024
分析記事 • Sep 24Aica Kogyo Company (TSE:4206) Has Announced A Dividend Of ¥53.00Aica Kogyo Company, Limited ( TSE:4206 ) has announced that it will pay a dividend of ¥53.00 per share on the 4th of...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥53.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 46% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥64.62 (vs JP¥49.04 in 1Q 2024)First quarter 2025 results: EPS: JP¥64.62 (up from JP¥49.04 in 1Q 2024). Revenue: JP¥56.8b (up 4.3% from 1Q 2024). Net income: JP¥4.13b (up 32% from 1Q 2024). Profit margin: 7.3% (up from 5.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
分析記事 • Jul 31Aica Kogyo Company's (TSE:4206) Dividend Will Be ¥53.00The board of Aica Kogyo Company, Limited ( TSE:4206 ) has announced that it will pay a dividend on the 4th of December...
お知らせ • Jul 31+ 1 more updateAica Kogyo Company, Limited Provides Consolidated Earnings Guidance for the Fiscal Six Months Ending September 30, 2024 and the Full Year Ending March 31, 2025Aica Kogyo Company, Limited provided consolidated earnings guidance for the fiscal six months ending September 30, 2024 and the full year ending March 31, 2025. For the six months ending September 30, 2024, the company expects Net sales to be JPY 120,000 Million, Operating profit to be JPY 12,700 Million, Profit attributable to owners of parent to be JPY 8,000 Million and Earnings per share to be JPY 125.06. For the full year ending March 31, 2025, the company expects Net sales to be JPY 250,000 Million, Operating profit to be JPY 27,200 Million, Profit attributable to owners of parent to be JPY 16,200 Million and Earnings per share to be JPY 253.24.
Declared Dividend • Jul 11Final dividend of JP¥53.00 announcedShareholders will receive a dividend of JP¥53.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 3.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (56% earnings payout ratio) and cash flows (37% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 26% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 28Aica Kogyo Company, Limited to Report Q1, 2025 Results on Jul 30, 2024Aica Kogyo Company, Limited announced that they will report Q1, 2025 results on Jul 30, 2024
分析記事 • Jun 18Aica Kogyo Company (TSE:4206) Seems To Use Debt Rather SparinglySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • May 04Aica Kogyo Company, Limited (TSE:4206) Yearly Results: Here's What Analysts Are Forecasting For This YearShareholders might have noticed that Aica Kogyo Company, Limited ( TSE:4206 ) filed its full-year result this time last...
Price Target Changed • May 02Price target increased by 7.4% to JP¥4,193Up from JP¥3,903, the current price target is an average from 3 analysts. New target price is 21% above last closing price of JP¥3,460. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥251 for next year compared to JP¥237 last year.
お知らせ • May 02Aica Kogyo Company, Limited, Annual General Meeting, Jun 25, 2024Aica Kogyo Company, Limited, Annual General Meeting, Jun 25, 2024.
Buy Or Sell Opportunity • May 01Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 1.7% to JP¥3,450. The fair value is estimated to be JP¥4,321, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 10% in 2 years. Earnings are forecast to grow by 16% in the next 2 years.
分析記事 • May 01Aica Kogyo Company, Limited's (TSE:4206) Intrinsic Value Is Potentially 25% Above Its Share PriceKey Insights The projected fair value for Aica Kogyo Company is JP¥4,321 based on 2 Stage Free Cash Flow to Equity...
お知らせ • May 01+ 2 more updatesAica Kogyo Company, Limited Provides Consolidated Earnings Guidance for the Fiscal Six Months Ending September 30, 2024 and the Full Year Ending March 31, 2025Aica Kogyo Company, Limited provided consolidated earnings guidance for the fiscal six months ending September 30, 2024 and the full year ending March 31, 2025. For the six months ending September 30, 2024, the company expects Net sales to be JPY 120,000 Million, Operating profit to be JPY 12,000 Million, Profit attributable to owners of parent to be JPY 7,500 Million and Earnings per share to be JPY 117.24.For the full year ending March 31, 2024, the company expects Net sales to be JPY 250,000 Million, Operating profit to be JPY 26,500 Million, Profit attributable to owners of parent to be JPY 15,500 Million and Earnings per share to be JPY 242.30.
お知らせ • Mar 29Aica Kogyo Company, Limited to Report Fiscal Year 2024 Results on Apr 30, 2024Aica Kogyo Company, Limited announced that they will report fiscal year 2024 results on Apr 30, 2024
分析記事 • Mar 25Aica Kogyo Company (TSE:4206) Will Pay A Dividend Of ¥59.00Aica Kogyo Company, Limited's ( TSE:4206 ) investors are due to receive a payment of ¥59.00 per share on 26th of June...
分析記事 • Mar 22Here's What To Make Of Aica Kogyo Company's (TSE:4206) Decelerating Rates Of ReturnDid you know there are some financial metrics that can provide clues of a potential multi-bagger? One common approach...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥59.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥76.14 (vs JP¥51.37 in 3Q 2023)Third quarter 2024 results: EPS: JP¥76.14 (up from JP¥51.37 in 3Q 2023). Revenue: JP¥61.6b (down 2.4% from 3Q 2023). Net income: JP¥4.87b (up 48% from 3Q 2023). Profit margin: 7.9% (up from 5.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 3% per year.
Buy Or Sell Opportunity • Feb 01Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at JP¥3,508. The fair value is estimated to be JP¥2,873, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 2.8%. Revenue is forecast to grow by 7.3% in 2 years. Earnings are forecast to grow by 51% in the next 2 years.
お知らせ • Feb 01+ 1 more updateAica Kogyo Company, Limited Provides Dividend Guidance for the Year Ending March 31, 2024Aica Kogyo Company, Limited provided dividend guidance of JPY 59.00 for the Year ending March 31, 2024.
お知らせ • Dec 28Aica Kogyo Company, Limited to Report Q3, 2024 Results on Jan 31, 2024Aica Kogyo Company, Limited announced that they will report Q3, 2024 results on Jan 31, 2024
お知らせ • Nov 01Aica Kogyo Company, Limited Declares Dividend for the Second Quarter-End of Fiscal Year Ending March 31, 2024, Payable on December 4, 2023Aica Kogyo Company, Limited declared dividend for the second quarter-end of fiscal year ending March 31, 2024. For the period, the company declared a dividend of JPY 52.00 per share against JPY 50.00 per share paid a year ago. Scheduled date to commence dividend payments: December 4, 2023.
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥66.48 (vs JP¥55.91 in 2Q 2023)Second quarter 2024 results: EPS: JP¥66.48 (up from JP¥55.91 in 2Q 2023). Revenue: JP¥58.8b (down 5.3% from 2Q 2023). Net income: JP¥4.25b (up 19% from 2Q 2023). Profit margin: 7.2% (up from 5.8% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Sep 30Aica Kogyo Company, Limited to Report Q2, 2024 Results on Oct 30, 2023Aica Kogyo Company, Limited announced that they will report Q2, 2024 results on Oct 30, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥51.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 67% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
お知らせ • Sep 08Aica Kogyo Company, Limited (TSE:4206) signed an agreement to acquire Kuen Bong Technology (Thailand) Co.,Ltd. from Honour Rich International Corporation, Kuen Bong Chemical Industry Corporation and other minority shareholders.Aica Kogyo Company, Limited (TSE:4206) signed an agreement to acquire Kuen Bong Technology (Thailand) Co.,Ltd. from Honour Rich International Corporation, Kuen Bong Chemical Industry Corporation and other minority shareholders on September 7, 2023. Aica Kogyo Company will acquire 21 million shares in Kuen Bong Technology (Thailand). Kuen Bong Technology (Thailand) has reported net assets of THB 109 million, total assets of THB 261.9 million and Sales of THB 30.2 million in 2022. The transaction is expected to complete on October 31, 2023.
お知らせ • Jul 29+ 2 more updatesAica Kogyo Company, Limited Provides Consolidated Earnings Guidance for the Fiscal Six Months Ending September 30, 2023 and the Full Year Ending March 31, 2024Aica Kogyo Company, Limited provided consolidated earnings guidance for the fiscal six months ending September 30, 2023 and the full year ending March 31, 2024. For the six months ending September 30, 2023, the company expects Net sales to be JPY 119,000 Million, Operating profit to be JPY 10,000 Million, Profit attributable to owners of parent to be JPY 6,200 Million and Earnings per share to be JPY 96.93.For the full year ending March 31, 2024, the company expects Net sales to be JPY 250,000 Million, Operating profit to be JPY 21,500 Million, Profit attributable to owners of parent to be JPY 13,200 Million and Earnings per share to be JPY 206.37.
Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥49.04 (vs JP¥44.72 in 1Q 2023)First quarter 2024 results: EPS: JP¥49.04 (up from JP¥44.72 in 1Q 2023). Revenue: JP¥54.5b (down 2.0% from 1Q 2023). Net income: JP¥3.14b (up 9.7% from 1Q 2023). Profit margin: 5.8% (up from 5.1% in 1Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Jun 29Aica Kogyo Company, Limited to Report Q1, 2024 Results on Jul 27, 2023Aica Kogyo Company, Limited announced that they will report Q1, 2024 results on Jul 27, 2023
Reported Earnings • Apr 29Full year 2023 earnings: EPS misses analyst expectationsFull year 2023 results: EPS: JP¥157 (down from JP¥201 in FY 2022). Revenue: JP¥242.1b (up 13% from FY 2022). Net income: JP¥10.1b (down 23% from FY 2022). Profit margin: 4.2% (down from 6.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 26%. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 1% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥59.00 per share at 3.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 28% but the company is paying out more than the cash it is generating. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
お知らせ • Feb 13+ 1 more updateAica Kogyo Company, Limited Provides Dividend Guidance for the Year Ending March 31, 2023Aica Kogyo Company, Limited provided dividend guidance for the year ending March 31, 2023 of JPY 59.00 per share.
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥51.37 (vs JP¥49.89 in 3Q 2022)Third quarter 2023 results: EPS: JP¥51.37 (up from JP¥49.89 in 3Q 2022). Revenue: JP¥63.1b (up 17% from 3Q 2022). Net income: JP¥3.29b (flat on 3Q 2022). Profit margin: 5.2% (down from 6.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% 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 5% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Dec 04Aica Kogyo Company, Limited to Report Q3, 2023 Results on Jan 31, 2023Aica Kogyo Company, Limited announced that they will report Q3, 2023 results on Jan 31, 2023
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 Kenji Ogura was the last independent director to join the board, commencing their role in 2014. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 01+ 1 more updateAica Kogyo Company, Limited Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Aica Kogyo Company, Limited provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales of JPY 237,000 million, operating profit of JPY 21,500 million, profit attributable to owners of parent of JPY 13,300 million and earnings per share of JPY 207.95.
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥55.91 (vs JP¥55.38 in 2Q 2022)Second quarter 2023 results: EPS: JP¥55.91. Revenue: JP¥62.1b (up 17% from 2Q 2022). Net income: JP¥3.58b (down 1.1% from 2Q 2022). Profit margin: 5.8% (down from 6.8% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 53% but the company is paying out more than the cash it is generating. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).
お知らせ • Aug 06Aica Kogyo Company, Limited to Report Q2, 2023 Results on Oct 28, 2022Aica Kogyo Company, Limited announced that they will report Q2, 2023 results on Oct 28, 2022
お知らせ • Aug 02+ 2 more updatesAica Kogyo Company, Limited Provides Dividend Guidance for the Second Quarter Ending September 30, 2022Aica Kogyo Company, Limited provided dividend guidance for the second quarter ending September 30, 2022. For the quarter, the company expects to pay dividend of ¥50.00 per share against ¥50.00 a year ago.
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥44.72 (vs JP¥40.51 in 1Q 2022)First quarter 2023 results: EPS: JP¥44.72 (up from JP¥40.51 in 1Q 2022). Revenue: JP¥55.6b (up 22% from 1Q 2022). Net income: JP¥2.86b (up 8.1% from 1Q 2022). Profit margin: 5.1% (down from 5.8% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 4.3%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has remained flat.
お知らせ • Jul 24Aica Kogyo Company, Limited to Report Q1, 2023 Results on Jul 29, 2022Aica Kogyo Company, Limited announced that they will report Q1, 2023 results on Jul 29, 2022
お知らせ • May 12Aica Kogyo Company, Limited, Annual General Meeting, Jun 24, 2022Aica Kogyo Company, Limited, Annual General Meeting, Jun 24, 2022.