View ValuationFuso ChemicalLtd 将来の成長Future 基準チェック /36Fuso ChemicalLtd利益と収益がそれぞれ年間15.8%と11.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に17.4% 15.8%なると予測されています。主要情報15.8%収益成長率15.81%EPS成長率Chemicals 収益成長13.3%収益成長率11.1%将来の株主資本利益率17.43%アナリストカバレッジLow最終更新日01 Jul 2026今後の成長に関する最新情報Major Estimate Revision • Jun 18Consensus EPS estimates increase by 25%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from JP¥163 to JP¥203. Revenue forecast steady at JP¥88.4b. Net income forecast to grow 51% next year vs 5.3% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥4,750 to JP¥5,200. Share price rose 14% to JP¥4,410 over the past week.Price Target Changed • May 25Price target increased by 10% to JP¥4,750Up from JP¥4,300, the current price target is an average from 2 analysts. New target price is 5.2% above last closing price of JP¥4,515. Stock is up 269% over the past year. The company is forecast to post earnings per share of JP¥163 for next year compared to JP¥406 last year.分析記事 • Feb 10Fuso Chemical Co.,Ltd. Just Beat Revenue Estimates By 5.9%Shareholders of Fuso Chemical Co.,Ltd. ( TSE:4368 ) will be pleased this week, given that the stock price is up 12% to...Price Target Changed • Jan 20Price target increased by 12% to JP¥6,650Up from JP¥5,950, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥6,810. Stock is up 100% over the past year. The company is forecast to post earnings per share of JP¥350 for next year compared to JP¥330 last year.Price Target Changed • Jul 29Price target increased by 26% to JP¥5,067Up from JP¥4,033, the current price target is an average from 3 analysts. New target price is 19% above last closing price of JP¥4,250. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥296 for next year compared to JP¥330 last year.Major Estimate Revision • Mar 12Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥68.3b to JP¥70.1b. EPS estimate increased from JP¥296 to JP¥329 per share. Net income forecast to shrink 4.5% next year vs 8.3% growth forecast for Chemicals industry in Japan . Consensus price target of JP¥4,300 unchanged from last update. Share price rose 2.4% to JP¥3,460 over the past week.すべての更新を表示Recent updates分析記事 • Jun 20Fuso ChemicalLtd (TSE:4368) Stock Looks Stretched After Raised Earnings GuidanceRaised earnings guidance puts Fuso ChemicalLtd (TSE:4368) in focus Fuso ChemicalLtd (TSE:4368) raised its consolidated earnings guidance for the six months to September 30, 2026, and the full fiscal year to March 31, 2027, updating profit expectations for both periods. For the half year, the company now projects net sales of ¥43,100 million and operating profit of ¥11,600 million, with profit attributable to owners of parent at ¥10,450 million, or ¥98.77 per share. For the full year, Fuso...Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥4,585, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 244% over the past three years.Major Estimate Revision • Jun 18Consensus EPS estimates increase by 25%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from JP¥163 to JP¥203. Revenue forecast steady at JP¥88.4b. Net income forecast to grow 51% next year vs 5.3% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥4,750 to JP¥5,200. Share price rose 14% to JP¥4,410 over the past week.お知らせ • Jun 17+ 1 more updateFuso Chemical Co.,Ltd. to Report Q1, 2027 Results on Aug 07, 2026Fuso Chemical Co.,Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026Price Target Changed • May 25Price target increased by 10% to JP¥4,750Up from JP¥4,300, the current price target is an average from 2 analysts. New target price is 5.2% above last closing price of JP¥4,515. Stock is up 269% over the past year. The company is forecast to post earnings per share of JP¥163 for next year compared to JP¥406 last year.Board Change • May 25Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Kei Takeuchi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • May 11Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 23, 2026Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 23, 2026.お知らせ • May 09Fuso Chemical Co.,Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Fuso Chemical Co.,Ltd. announced that they will report fiscal year 2026 results on May 11, 2026分析記事 • Feb 13Fuso ChemicalLtd (TSE:4368) Has Announced A Dividend Of ¥41.00The board of Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥41.00 per share on the...分析記事 • Feb 11Fuso Chemical Co.,Ltd.'s (TSE:4368) 32% Price Boost Is Out Of Tune With EarningsDespite an already strong run, Fuso Chemical Co.,Ltd. ( TSE:4368 ) shares have been powering on, with a gain of 32% in...分析記事 • Feb 10Fuso Chemical Co.,Ltd. Just Beat Revenue Estimates By 5.9%Shareholders of Fuso Chemical Co.,Ltd. ( TSE:4368 ) will be pleased this week, given that the stock price is up 12% to...Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥108 (vs JP¥101 in 3Q 2025)Third quarter 2026 results: EPS: JP¥108 (up from JP¥101 in 3Q 2025). Revenue: JP¥20.2b (up 14% from 3Q 2025). Net income: JP¥3.81b (up 7.0% from 3Q 2025). Profit margin: 19% (down from 20% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% 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 fallen by 2% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Price Target Changed • Jan 20Price target increased by 12% to JP¥6,650Up from JP¥5,950, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥6,810. Stock is up 100% over the past year. The company is forecast to post earnings per share of JP¥350 for next year compared to JP¥330 last year.New Risk • Dec 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.お知らせ • Dec 13Fuso Chemical Co.,Ltd. to Report Q3, 2026 Results on Feb 06, 2026Fuso Chemical Co.,Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026分析記事 • Dec 11Fuso ChemicalLtd (TSE:4368) Will Pay A Dividend Of ¥41.00Fuso Chemical Co.,Ltd.'s ( TSE:4368 ) investors are due to receive a payment of ¥41.00 per share on 23rd of June...Declared Dividend • Dec 11First half dividend of JP¥41.00 announcedShareholders will receive a dividend of JP¥41.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 1.3%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (22% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 30Fuso Chemical Co.,Ltd. (TSE:4368) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedFuso Chemical Co.,Ltd. ( TSE:4368 ) shares have continued their recent momentum with a 27% gain in the last month...Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥107 (vs JP¥77.25 in 2Q 2025)Second quarter 2026 results: EPS: JP¥107 (up from JP¥77.25 in 2Q 2025). Revenue: JP¥19.0b (up 9.9% from 2Q 2025). Net income: JP¥3.77b (up 39% from 2Q 2025). Profit margin: 20% (up from 16% in 2Q 2025). 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 4.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • Sep 23Fuso Chemical Co.,Ltd. to Report Q2, 2026 Results on Oct 31, 2025Fuso Chemical Co.,Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025分析記事 • Sep 18Fuso ChemicalLtd (TSE:4368) Will Pay A Dividend Of ¥38.00The board of Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥38.00 per share on the...お知らせ • Sep 16Fuso Chemical Co.,Ltd. Announces New Position of Norikazu Miyamoto as the Board Director, Division Manager of Production Division, Effective from October 1, 2025FUSO CHEMICAL CO., LTD. announced a personnel change following a Board of Directors meeting held on September 16, 2025, the Company resolved to implement the following personnel change. Norikazu Miyamoto, currently serving as Board Director, Division Manager of Production Division, and Department Manager of Osaka Production Department, General Manager of Kyoto Planthas been appointed to new position as the Board Director, Division Manager of Production Division. Effective Date: October 1, 2025.分析記事 • Sep 04Fuso ChemicalLtd's (TSE:4368) Dividend Will Be ¥38.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥38.00 per share on the 10th of...分析記事 • Aug 21Fuso ChemicalLtd (TSE:4368) Has Announced A Dividend Of ¥38.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥38.00 per share on the 10th of...Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥88.07 (vs JP¥81.83 in 1Q 2025)First quarter 2026 results: EPS: JP¥88.07 (up from JP¥81.83 in 1Q 2025). Revenue: JP¥18.7b (up 7.0% from 1Q 2025). Net income: JP¥3.11b (up 7.6% from 1Q 2025). Profit margin: 17% (in line with 1Q 2025). Revenue is forecast to grow 6.4% 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 fallen by 10% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.分析記事 • Aug 06Fuso ChemicalLtd (TSE:4368) Is Due To Pay A Dividend Of ¥38.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) will pay a dividend of ¥38.00 on the 10th of December. This takes the annual...Price Target Changed • Jul 29Price target increased by 26% to JP¥5,067Up from JP¥4,033, the current price target is an average from 3 analysts. New target price is 19% above last closing price of JP¥4,250. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥296 for next year compared to JP¥330 last year.分析記事 • Jul 23Fuso ChemicalLtd (TSE:4368) Will Pay A Dividend Of ¥38.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) will pay a dividend of ¥38.00 on the 10th of December. The payment will take the...分析記事 • Jul 09Fuso ChemicalLtd's (TSE:4368) Dividend Will Be ¥38.00The board of Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥38.00 per share on the...Declared Dividend • Jul 09Final dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (21% earnings payout ratio) but not covered by cash flows (102% 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 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 24Fuso Chemical Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Fuso Chemical Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • Jun 24Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥330 (up from JP¥237 in FY 2024). Revenue: JP¥69.5b (up 18% from FY 2024). Net income: JP¥11.6b (up 39% from FY 2024). Profit margin: 17% (up from 14% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.8% 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 fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • May 13Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥330 (up from JP¥237 in FY 2024). Revenue: JP¥69.5b (up 18% from FY 2024). Net income: JP¥11.6b (up 39% from FY 2024). Profit margin: 17% (up from 14% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.2% p.a. on average during the next 2 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 fallen by 10% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.お知らせ • May 12+ 3 more updatesFuso Chemical Co.,Ltd., Annual General Meeting, Jun 20, 2025Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 20, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).Major Estimate Revision • Mar 12Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥68.3b to JP¥70.1b. EPS estimate increased from JP¥296 to JP¥329 per share. Net income forecast to shrink 4.5% next year vs 8.3% growth forecast for Chemicals industry in Japan . Consensus price target of JP¥4,300 unchanged from last update. Share price rose 2.4% to JP¥3,460 over the past week.分析記事 • Mar 11Fuso ChemicalLtd (TSE:4368) Is Increasing Its Dividend To ¥38.00Fuso Chemical Co.,Ltd.'s ( TSE:4368 ) dividend will be increasing from last year's payment of the same period to ¥38.00...お知らせ • Mar 04Fuso Chemical Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Fuso Chemical Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025分析記事 • Feb 25Fuso ChemicalLtd (TSE:4368) Is Paying Out A Larger Dividend Than Last YearFuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Feb 18+ 1 more updateFuso Chemical Co.,Ltd. Revises Consolidated Earnings Forecast for the Full Year Ending March 31, 2025Fuso Chemical Co.,Ltd. revised consolidated earnings forecast for the full year ending March 31, 2025. For the year, the company expected net sales of ¥69,400 million compared to previous guidance of ¥68,000 million, operating profit of ¥16,000 million compared to previous guidance of ¥13,500 million, Profit attributable to owners of parent of ¥11,100 million compared to previous guidance of ¥9,150 million and Basic earnings per share of ¥314.86 compared to previous guidance of ¥259.57. Reason for Change: Compared to the previous forecast (announced on August 7, 2024), sales in the semiconductor market have performed favorably. Additionally, due to the exchange rate shifting toward a weaker yen beyond initial expectations, both net sales and operating profit have increased. As a result, company is revising consolidated earnings forecast. Furthermore, depreciation expenses related to the new facilities at the Kyoto plant have been recorded starting from the fourth quarter of the fiscal year ending March 2025.分析記事 • Feb 11Fuso ChemicalLtd (TSE:4368) Is Due To Pay A Dividend Of ¥35.00Fuso Chemical Co.,Ltd.'s ( TSE:4368 ) investors are due to receive a payment of ¥35.00 per share on 24th of June. The...Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥101 (vs JP¥51.60 in 3Q 2024)Third quarter 2025 results: EPS: JP¥101 (up from JP¥51.60 in 3Q 2024). Revenue: JP¥17.7b (up 10% from 3Q 2024). Net income: JP¥3.56b (up 96% from 3Q 2024). Profit margin: 20% (up from 11% in 3Q 2024). Revenue is forecast to grow 8.2% 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 7% per year whereas the company’s share price has fallen by 11% per year.分析記事 • Jan 08Fuso ChemicalLtd (TSE:4368) Will Pay A Dividend Of ¥35.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥35.00 per share on the 24th of June...お知らせ • Jan 03Fuso Chemical Co.,Ltd. to Report Q3, 2025 Results on Feb 07, 2025Fuso Chemical Co.,Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Dec 25Fuso ChemicalLtd (TSE:4368) Will Pay A Dividend Of ¥35.00Fuso Chemical Co.,Ltd.'s ( TSE:4368 ) investors are due to receive a payment of ¥35.00 per share on 24th of June. Based...分析記事 • Dec 11Fuso ChemicalLtd (TSE:4368) Has Announced A Dividend Of ¥35.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥35.00 per share on the 24th of June...Declared Dividend • Dec 11First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 2.0%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Nov 06New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥77.25 (vs JP¥52.01 in 2Q 2024)Second quarter 2025 results: EPS: JP¥77.25 (up from JP¥52.01 in 2Q 2024). Revenue: JP¥17.3b (up 28% from 2Q 2024). Net income: JP¥2.72b (up 49% from 2Q 2024). Profit margin: 16% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% 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 fallen by 4% per year whereas the company’s share price has fallen by 9% per year.分析記事 • Sep 19Fuso ChemicalLtd (TSE:4368) Has Announced That It Will Be Increasing Its Dividend To ¥35.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) will increase its dividend on the 9th of December to ¥35.00, which is 6.1% higher...お知らせ • Sep 17Fuso Chemical Co.,Ltd. Increases Dividends Forecast for the Second Quarter and Fiscal Year Ending March 2025FUSO CHEMICAL CO., LTD. announced increased dividends forecast for the second quarter end and year-end of fiscal year ending March 2025. For the end of second quarter, the company now expects to pay ¥35 against ¥33 as previously forecasted. For the year ending 2025, the company now expects to pay ¥35 against ¥33 as previously forecasted. Reason for Revision: As reported in the "First Quarter Financial Results for the Fiscal Year Ending March 2025" announced on August 7, 2024, the company have revised earnings forecast for this consolidated accounting year. The company revised consolidated net sales forecast upward from ¥65 billion to ¥68 billion, and operating profit upward from ¥11.15 billion to ¥13.5 billion. Considering this, as well as the need to maintain internal reserves for future group business expansion and to ensure stable profit returns for shareholders, the company have decided to revise the interim dividend forecast for the fiscal year ending March 2025, announced on May 10, 2025, from ¥33 per share to an increase of ¥2 to ¥35 per share. Similarly, the company revised the year-end dividend forecast from the initial forecast of ¥33 per share to an increase of ¥2 to ¥35 per share. As a result, the annual dividends forecast for the fiscal year ending March 2025 will be ¥70 per share.分析記事 • Sep 03Fuso ChemicalLtd (TSE:4368) Has Announced A Dividend Of ¥33.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) will pay a dividend of ¥33.00 on the 9th of December. This means the annual payment...お知らせ • Sep 03Fuso Chemical Co.,Ltd. to Report Q2, 2025 Results on Oct 31, 2024Fuso Chemical Co.,Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024分析記事 • Aug 14Fuso ChemicalLtd (TSE:4368) Is Due To Pay A Dividend Of ¥33.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥33.00 per share on the 9th of...Declared Dividend • Aug 13Dividend of JP¥33.00 announcedDividend of JP¥33.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥81.83 (vs JP¥69.63 in 1Q 2024)First quarter 2025 results: EPS: JP¥81.83 (up from JP¥69.63 in 1Q 2024). Revenue: JP¥17.4b (up 28% from 1Q 2024). Net income: JP¥2.88b (up 18% from 1Q 2024). Profit margin: 17% (down from 18% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Major Estimate Revision • Aug 09Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥67.4b to JP¥70.0b. EPS estimate increased from JP¥263 to JP¥290 per share. Net income forecast to grow 23% next year vs 8.7% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥4,500 to JP¥4,333. Share price rose 4.0% to JP¥3,790 over the past week.Reported Earnings • Jun 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥237 (down from JP¥401 in FY 2023). Revenue: JP¥59.0b (down 14% from FY 2023). Net income: JP¥8.34b (down 41% from FY 2023). Profit margin: 14% (down from 21% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.7%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% 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 remained flat, which means it is significantly lagging earnings.分析記事 • Jun 24Does Fuso ChemicalLtd (TSE:4368) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...お知らせ • Jun 14Fuso Chemical Co.,Ltd. to Report Q1, 2025 Results on Aug 07, 2024Fuso Chemical Co.,Ltd. announced that they will report Q1, 2025 results on Aug 07, 2024分析記事 • May 20Why Fuso ChemicalLtd's (TSE:4368) Shaky Earnings Are Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from Fuso Chemical Co.,Ltd. ( TSE:4368 ) recently. We did some...Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥237 (down from JP¥401 in FY 2023). Revenue: JP¥59.0b (down 14% from FY 2023). Net income: JP¥8.34b (down 41% from FY 2023). Profit margin: 14% (down from 21% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.7%. Revenue is forecast to grow 11% 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 increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.New Risk • Apr 16New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.6% 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. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.分析記事 • Mar 26A Look At The Intrinsic Value Of Fuso Chemical Co.,Ltd. (TSE:4368)Key Insights Fuso ChemicalLtd's estimated fair value is JP¥5,288 based on 2 Stage Free Cash Flow to Equity Fuso...New Risk • Mar 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).お知らせ • Mar 16Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 21, 2024Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 21, 2024. Agenda: To approve the appointment of External Board Director.お知らせ • Mar 03Fuso Chemical Co.,Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Fuso Chemical Co.,Ltd. announced that they will report fiscal year 2024 results on May 10, 2024分析記事 • Feb 27Earnings Not Telling The Story For Fuso Chemical Co.,Ltd. (TSE:4368)Fuso Chemical Co.,Ltd.'s ( TSE:4368 ) price-to-earnings (or "P/E") ratio of 18.5x might make it look like a sell right...Buy Or Sell Opportunity • Feb 15Now 21% undervaluedOver the last 90 days, the stock has risen 12% to JP¥4,655. The fair value is estimated to be JP¥5,888, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥51.60 (vs JP¥99.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥51.60 (down from JP¥99.08 in 3Q 2023). Revenue: JP¥16.0b (down 7.4% from 3Q 2023). Net income: JP¥1.82b (down 48% from 3Q 2023). Profit margin: 11% (down from 20% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 12% 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 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 07Fuso Chemical Co.,Ltd. to Report Q3, 2024 Results on Jan 31, 2024Fuso Chemical Co.,Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Nov 02Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: JP¥52.01 (down from JP¥109 in 2Q 2023). Revenue: JP¥13.5b (down 24% from 2Q 2023). Net income: JP¥1.83b (down 52% from 2Q 2023). Profit margin: 14% (down from 22% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 4.7%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 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 increased by 25% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥33.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).Major Estimate Revision • Sep 19Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥61.6b to JP¥59.5b. EPS estimate also fell from JP¥257 per share to JP¥227 per share. Net income forecast to shrink 34% next year vs 6.5% growth forecast for Chemicals industry in Japan . Consensus price target broadly unchanged at JP¥5,167. Share price fell 2.2% to JP¥3,990 over the past week.お知らせ • Sep 06Fuso Chemical Co.,Ltd. to Report Q2, 2024 Results on Oct 31, 2023Fuso Chemical Co.,Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023New Risk • Aug 03New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 1.4% per year for the foreseeable future. High level of non-cash earnings (30% accrual ratio).Reported Earnings • Aug 01First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥69.63 (down from JP¥104 in 1Q 2023). Revenue: JP¥13.6b (down 22% from 1Q 2023). Net income: JP¥2.45b (down 33% from 1Q 2023). Profit margin: 18% (down from 21% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 2.6%. Revenue is forecast to grow 8.3% 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 29% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 07Fuso Chemical Co.,Ltd. to Report Q1, 2024 Results on Jul 31, 2023Fuso Chemical Co.,Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023Major Estimate Revision • May 23Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥347 to JP¥284 per share. Revenue forecast steady at JP¥70.0b. Net income forecast to shrink 29% next year vs 5.4% growth forecast for Chemicals industry in Japan . Consensus price target down from JP¥5,167 to JP¥4,833. Share price rose 10% to JP¥3,950 over the past week.Reported Earnings • May 13Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥401 (up from JP¥308 in FY 2022). Revenue: JP¥68.5b (up 23% from FY 2022). Net income: JP¥14.1b (up 30% from FY 2022). Profit margin: 21% (up from 20% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Revenue is forecast to grow 5.0% 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 30% 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 • May 13Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 23, 2023Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 7.3% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 01Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: JP¥99.08 (up from JP¥80.64 in 3Q 2022). Revenue: JP¥17.3b (up 19% from 3Q 2022). Net income: JP¥3.49b (up 23% from 3Q 2022). Profit margin: 20% (in line with 3Q 2022). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 10%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% 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 • Dec 30Fuso Chemical Co.,Ltd. to Report Q3, 2023 Results on Jan 31, 2023Fuso Chemical Co.,Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 17Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥109 (up from JP¥63.59 in 2Q 2022). Revenue: JP¥17.8b (up 44% from 2Q 2022). Net income: JP¥3.85b (up 71% from 2Q 2022). Profit margin: 22% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 7.5% 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 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 10 non-independent directors. Director Sayaka Eguro was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 02Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥109 (up from JP¥63.59 in 2Q 2022). Revenue: JP¥17.8b (up 44% from 2Q 2022). Net income: JP¥3.85b (up 71% from 2Q 2022). Profit margin: 22% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 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 increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).お知らせ • Aug 31Fuso Chemical Co.,Ltd. to Report Q2, 2023 Results on Oct 31, 2022Fuso Chemical Co.,Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022Reported Earnings • Jul 31First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥104 (up from JP¥63.01 in 1Q 2022). Revenue: JP¥17.5b (up 37% from 1Q 2022). Net income: JP¥3.66b (up 64% from 1Q 2022). Profit margin: 21% (up from 17% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Over the next year, revenue is forecast to grow 12%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Price Target Changed • Jul 26Price target decreased to JP¥5,083Down from JP¥5,733, the current price target is an average from 4 analysts. New target price is 47% above last closing price of JP¥3,450. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥329 for next year compared to JP¥308 last year.お知らせ • Jun 08Fuso Chemical Co.,Ltd. to Report Q1, 2023 Results on Jul 29, 2022Fuso Chemical Co.,Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022お知らせ • May 12Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 24, 2022Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 24, 2022.業績と収益の成長予測TSE:4368 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/2029108,50024,650N/A34,48023/31/202898,13321,008N/A30,60033/31/202789,73321,087N/A26,52933/31/202676,92614,31114,68424,793N/A12/31/202575,00913,14113,61421,780N/A9/30/202572,45012,8935,13319,733N/A6/30/202570,72711,843-1,04520,130N/A3/31/202569,50111,6222,63022,701N/A12/31/202468,25611,4063,90322,030N/A9/30/202466,5919,6645,38521,508N/A6/30/202462,7608,7733,91713,369N/A3/31/202458,9708,343-10,5277,061N/A12/31/202358,9609,227-10,1017,831N/A9/30/202360,23510,900-9,9668,755N/A6/30/202364,55712,921-8,00514,185N/A3/31/202368,45914,12929113,925N/A12/31/202268,73814,568-2,03511,613N/A9/30/202265,95213,918-5,90110,893N/A6/30/202260,47312,315-4,7598,932N/A3/31/202255,76010,89057810,199N/A12/31/202150,6849,3211,75210,820N/A9/30/202147,0368,2109,24211,401N/A6/30/202144,8397,5199,61411,329N/A3/31/202142,2096,80810,60612,820N/A12/31/202041,2276,9298,30912,308N/A9/30/202041,3177,0878,00012,035N/A6/30/202041,5357,2447,65312,182N/A3/31/202041,3107,0147,40311,936N/A12/31/201940,9366,273N/A11,637N/A9/30/201941,0976,011N/A10,598N/A6/30/201941,3676,301N/A9,813N/A3/31/201942,0746,881N/A8,148N/A12/31/201842,3276,362N/A6,387N/A9/30/201841,9526,708N/A6,792N/A6/30/201841,0936,501N/A5,545N/A3/31/201840,2216,592N/A4,845N/A12/31/201739,7457,435N/A6,782N/A9/30/201738,5717,606N/A6,889N/A6/30/201737,2397,296N/A8,331N/A3/31/201736,2246,895N/A9,413N/A12/31/201635,5726,116N/A9,125N/A9/30/201634,9535,326N/A8,525N/A6/30/201635,1695,199N/A8,097N/A3/31/201635,2984,716N/A8,086N/A12/31/201535,1274,694N/A6,471N/A9/30/201535,4414,457N/A6,602N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 4368の予測収益成長率 (年間15.8% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 4368の収益 ( 15.8% ) はJP市場 ( 10.1% ) よりも速いペースで成長すると予測されています。高成長収益: 4368の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 4368の収益 ( 11.1% ) JP市場 ( 6.5% ) よりも速いペースで成長すると予測されています。高い収益成長: 4368の収益 ( 11.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 4368の 自己資本利益率 は、3年後には低くなると予測されています ( 17.4 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/06 16:35終値2026/07/06 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社の Github ページ でご覧いただけます。また、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Fuso Chemical Co.,Ltd. 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。4 アナリスト機関Niima KomuraBofA Global ResearchMitsuhiro OsawaIchiyoshi Research Institute Inc.Yoshihito HasegawaMorgan Stanley1 その他のアナリストを表示
Major Estimate Revision • Jun 18Consensus EPS estimates increase by 25%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from JP¥163 to JP¥203. Revenue forecast steady at JP¥88.4b. Net income forecast to grow 51% next year vs 5.3% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥4,750 to JP¥5,200. Share price rose 14% to JP¥4,410 over the past week.
Price Target Changed • May 25Price target increased by 10% to JP¥4,750Up from JP¥4,300, the current price target is an average from 2 analysts. New target price is 5.2% above last closing price of JP¥4,515. Stock is up 269% over the past year. The company is forecast to post earnings per share of JP¥163 for next year compared to JP¥406 last year.
分析記事 • Feb 10Fuso Chemical Co.,Ltd. Just Beat Revenue Estimates By 5.9%Shareholders of Fuso Chemical Co.,Ltd. ( TSE:4368 ) will be pleased this week, given that the stock price is up 12% to...
Price Target Changed • Jan 20Price target increased by 12% to JP¥6,650Up from JP¥5,950, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥6,810. Stock is up 100% over the past year. The company is forecast to post earnings per share of JP¥350 for next year compared to JP¥330 last year.
Price Target Changed • Jul 29Price target increased by 26% to JP¥5,067Up from JP¥4,033, the current price target is an average from 3 analysts. New target price is 19% above last closing price of JP¥4,250. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥296 for next year compared to JP¥330 last year.
Major Estimate Revision • Mar 12Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥68.3b to JP¥70.1b. EPS estimate increased from JP¥296 to JP¥329 per share. Net income forecast to shrink 4.5% next year vs 8.3% growth forecast for Chemicals industry in Japan . Consensus price target of JP¥4,300 unchanged from last update. Share price rose 2.4% to JP¥3,460 over the past week.
分析記事 • Jun 20Fuso ChemicalLtd (TSE:4368) Stock Looks Stretched After Raised Earnings GuidanceRaised earnings guidance puts Fuso ChemicalLtd (TSE:4368) in focus Fuso ChemicalLtd (TSE:4368) raised its consolidated earnings guidance for the six months to September 30, 2026, and the full fiscal year to March 31, 2027, updating profit expectations for both periods. For the half year, the company now projects net sales of ¥43,100 million and operating profit of ¥11,600 million, with profit attributable to owners of parent at ¥10,450 million, or ¥98.77 per share. For the full year, Fuso...
Valuation Update With 7 Day Price Move • Jun 19Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥4,585, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 244% over the past three years.
Major Estimate Revision • Jun 18Consensus EPS estimates increase by 25%The consensus outlook for fiscal year 2027 has been updated. 2027 EPS estimate increased from JP¥163 to JP¥203. Revenue forecast steady at JP¥88.4b. Net income forecast to grow 51% next year vs 5.3% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥4,750 to JP¥5,200. Share price rose 14% to JP¥4,410 over the past week.
お知らせ • Jun 17+ 1 more updateFuso Chemical Co.,Ltd. to Report Q1, 2027 Results on Aug 07, 2026Fuso Chemical Co.,Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
Price Target Changed • May 25Price target increased by 10% to JP¥4,750Up from JP¥4,300, the current price target is an average from 2 analysts. New target price is 5.2% above last closing price of JP¥4,515. Stock is up 269% over the past year. The company is forecast to post earnings per share of JP¥163 for next year compared to JP¥406 last year.
Board Change • May 25Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Kei Takeuchi was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • May 11Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 23, 2026Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 23, 2026.
お知らせ • May 09Fuso Chemical Co.,Ltd. to Report Fiscal Year 2026 Results on May 11, 2026Fuso Chemical Co.,Ltd. announced that they will report fiscal year 2026 results on May 11, 2026
分析記事 • Feb 13Fuso ChemicalLtd (TSE:4368) Has Announced A Dividend Of ¥41.00The board of Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥41.00 per share on the...
分析記事 • Feb 11Fuso Chemical Co.,Ltd.'s (TSE:4368) 32% Price Boost Is Out Of Tune With EarningsDespite an already strong run, Fuso Chemical Co.,Ltd. ( TSE:4368 ) shares have been powering on, with a gain of 32% in...
分析記事 • Feb 10Fuso Chemical Co.,Ltd. Just Beat Revenue Estimates By 5.9%Shareholders of Fuso Chemical Co.,Ltd. ( TSE:4368 ) will be pleased this week, given that the stock price is up 12% to...
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥108 (vs JP¥101 in 3Q 2025)Third quarter 2026 results: EPS: JP¥108 (up from JP¥101 in 3Q 2025). Revenue: JP¥20.2b (up 14% from 3Q 2025). Net income: JP¥3.81b (up 7.0% from 3Q 2025). Profit margin: 19% (down from 20% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.9% 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 fallen by 2% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Price Target Changed • Jan 20Price target increased by 12% to JP¥6,650Up from JP¥5,950, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥6,810. Stock is up 100% over the past year. The company is forecast to post earnings per share of JP¥350 for next year compared to JP¥330 last year.
New Risk • Dec 16New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
お知らせ • Dec 13Fuso Chemical Co.,Ltd. to Report Q3, 2026 Results on Feb 06, 2026Fuso Chemical Co.,Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026
分析記事 • Dec 11Fuso ChemicalLtd (TSE:4368) Will Pay A Dividend Of ¥41.00Fuso Chemical Co.,Ltd.'s ( TSE:4368 ) investors are due to receive a payment of ¥41.00 per share on 23rd of June...
Declared Dividend • Dec 11First half dividend of JP¥41.00 announcedShareholders will receive a dividend of JP¥41.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 1.3%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (22% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 30Fuso Chemical Co.,Ltd. (TSE:4368) Stock Rockets 27% As Investors Are Less Pessimistic Than ExpectedFuso Chemical Co.,Ltd. ( TSE:4368 ) shares have continued their recent momentum with a 27% gain in the last month...
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥107 (vs JP¥77.25 in 2Q 2025)Second quarter 2026 results: EPS: JP¥107 (up from JP¥77.25 in 2Q 2025). Revenue: JP¥19.0b (up 9.9% from 2Q 2025). Net income: JP¥3.77b (up 39% from 2Q 2025). Profit margin: 20% (up from 16% in 2Q 2025). 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 4.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • Sep 23Fuso Chemical Co.,Ltd. to Report Q2, 2026 Results on Oct 31, 2025Fuso Chemical Co.,Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
分析記事 • Sep 18Fuso ChemicalLtd (TSE:4368) Will Pay A Dividend Of ¥38.00The board of Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥38.00 per share on the...
お知らせ • Sep 16Fuso Chemical Co.,Ltd. Announces New Position of Norikazu Miyamoto as the Board Director, Division Manager of Production Division, Effective from October 1, 2025FUSO CHEMICAL CO., LTD. announced a personnel change following a Board of Directors meeting held on September 16, 2025, the Company resolved to implement the following personnel change. Norikazu Miyamoto, currently serving as Board Director, Division Manager of Production Division, and Department Manager of Osaka Production Department, General Manager of Kyoto Planthas been appointed to new position as the Board Director, Division Manager of Production Division. Effective Date: October 1, 2025.
分析記事 • Sep 04Fuso ChemicalLtd's (TSE:4368) Dividend Will Be ¥38.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥38.00 per share on the 10th of...
分析記事 • Aug 21Fuso ChemicalLtd (TSE:4368) Has Announced A Dividend Of ¥38.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥38.00 per share on the 10th of...
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥88.07 (vs JP¥81.83 in 1Q 2025)First quarter 2026 results: EPS: JP¥88.07 (up from JP¥81.83 in 1Q 2025). Revenue: JP¥18.7b (up 7.0% from 1Q 2025). Net income: JP¥3.11b (up 7.6% from 1Q 2025). Profit margin: 17% (in line with 1Q 2025). Revenue is forecast to grow 6.4% 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 fallen by 10% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
分析記事 • Aug 06Fuso ChemicalLtd (TSE:4368) Is Due To Pay A Dividend Of ¥38.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) will pay a dividend of ¥38.00 on the 10th of December. This takes the annual...
Price Target Changed • Jul 29Price target increased by 26% to JP¥5,067Up from JP¥4,033, the current price target is an average from 3 analysts. New target price is 19% above last closing price of JP¥4,250. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥296 for next year compared to JP¥330 last year.
分析記事 • Jul 23Fuso ChemicalLtd (TSE:4368) Will Pay A Dividend Of ¥38.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) will pay a dividend of ¥38.00 on the 10th of December. The payment will take the...
分析記事 • Jul 09Fuso ChemicalLtd's (TSE:4368) Dividend Will Be ¥38.00The board of Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥38.00 per share on the...
Declared Dividend • Jul 09Final dividend of JP¥38.00 announcedShareholders will receive a dividend of JP¥38.00. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 1.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (21% earnings payout ratio) but not covered by cash flows (102% 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 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 24Fuso Chemical Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Fuso Chemical Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • Jun 24Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥330 (up from JP¥237 in FY 2024). Revenue: JP¥69.5b (up 18% from FY 2024). Net income: JP¥11.6b (up 39% from FY 2024). Profit margin: 17% (up from 14% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.8% 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 fallen by 10% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • May 13Full year 2025 earnings: Revenues and EPS in line with analyst expectationsFull year 2025 results: EPS: JP¥330 (up from JP¥237 in FY 2024). Revenue: JP¥69.5b (up 18% from FY 2024). Net income: JP¥11.6b (up 39% from FY 2024). Profit margin: 17% (up from 14% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 7.2% p.a. on average during the next 2 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 fallen by 10% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
お知らせ • May 12+ 3 more updatesFuso Chemical Co.,Ltd., Annual General Meeting, Jun 20, 2025Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 20, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).
Major Estimate Revision • Mar 12Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥68.3b to JP¥70.1b. EPS estimate increased from JP¥296 to JP¥329 per share. Net income forecast to shrink 4.5% next year vs 8.3% growth forecast for Chemicals industry in Japan . Consensus price target of JP¥4,300 unchanged from last update. Share price rose 2.4% to JP¥3,460 over the past week.
分析記事 • Mar 11Fuso ChemicalLtd (TSE:4368) Is Increasing Its Dividend To ¥38.00Fuso Chemical Co.,Ltd.'s ( TSE:4368 ) dividend will be increasing from last year's payment of the same period to ¥38.00...
お知らせ • Mar 04Fuso Chemical Co.,Ltd. to Report Fiscal Year 2025 Results on May 12, 2025Fuso Chemical Co.,Ltd. announced that they will report fiscal year 2025 results on May 12, 2025
分析記事 • Feb 25Fuso ChemicalLtd (TSE:4368) Is Paying Out A Larger Dividend Than Last YearFuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Feb 18+ 1 more updateFuso Chemical Co.,Ltd. Revises Consolidated Earnings Forecast for the Full Year Ending March 31, 2025Fuso Chemical Co.,Ltd. revised consolidated earnings forecast for the full year ending March 31, 2025. For the year, the company expected net sales of ¥69,400 million compared to previous guidance of ¥68,000 million, operating profit of ¥16,000 million compared to previous guidance of ¥13,500 million, Profit attributable to owners of parent of ¥11,100 million compared to previous guidance of ¥9,150 million and Basic earnings per share of ¥314.86 compared to previous guidance of ¥259.57. Reason for Change: Compared to the previous forecast (announced on August 7, 2024), sales in the semiconductor market have performed favorably. Additionally, due to the exchange rate shifting toward a weaker yen beyond initial expectations, both net sales and operating profit have increased. As a result, company is revising consolidated earnings forecast. Furthermore, depreciation expenses related to the new facilities at the Kyoto plant have been recorded starting from the fourth quarter of the fiscal year ending March 2025.
分析記事 • Feb 11Fuso ChemicalLtd (TSE:4368) Is Due To Pay A Dividend Of ¥35.00Fuso Chemical Co.,Ltd.'s ( TSE:4368 ) investors are due to receive a payment of ¥35.00 per share on 24th of June. The...
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥101 (vs JP¥51.60 in 3Q 2024)Third quarter 2025 results: EPS: JP¥101 (up from JP¥51.60 in 3Q 2024). Revenue: JP¥17.7b (up 10% from 3Q 2024). Net income: JP¥3.56b (up 96% from 3Q 2024). Profit margin: 20% (up from 11% in 3Q 2024). Revenue is forecast to grow 8.2% 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 7% per year whereas the company’s share price has fallen by 11% per year.
分析記事 • Jan 08Fuso ChemicalLtd (TSE:4368) Will Pay A Dividend Of ¥35.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥35.00 per share on the 24th of June...
お知らせ • Jan 03Fuso Chemical Co.,Ltd. to Report Q3, 2025 Results on Feb 07, 2025Fuso Chemical Co.,Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Dec 25Fuso ChemicalLtd (TSE:4368) Will Pay A Dividend Of ¥35.00Fuso Chemical Co.,Ltd.'s ( TSE:4368 ) investors are due to receive a payment of ¥35.00 per share on 24th of June. Based...
分析記事 • Dec 11Fuso ChemicalLtd (TSE:4368) Has Announced A Dividend Of ¥35.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥35.00 per share on the 24th of June...
Declared Dividend • Dec 11First half dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 2.0%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (46% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Nov 06New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥77.25 (vs JP¥52.01 in 2Q 2024)Second quarter 2025 results: EPS: JP¥77.25 (up from JP¥52.01 in 2Q 2024). Revenue: JP¥17.3b (up 28% from 2Q 2024). Net income: JP¥2.72b (up 49% from 2Q 2024). Profit margin: 16% (up from 14% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.1% 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 fallen by 4% per year whereas the company’s share price has fallen by 9% per year.
分析記事 • Sep 19Fuso ChemicalLtd (TSE:4368) Has Announced That It Will Be Increasing Its Dividend To ¥35.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) will increase its dividend on the 9th of December to ¥35.00, which is 6.1% higher...
お知らせ • Sep 17Fuso Chemical Co.,Ltd. Increases Dividends Forecast for the Second Quarter and Fiscal Year Ending March 2025FUSO CHEMICAL CO., LTD. announced increased dividends forecast for the second quarter end and year-end of fiscal year ending March 2025. For the end of second quarter, the company now expects to pay ¥35 against ¥33 as previously forecasted. For the year ending 2025, the company now expects to pay ¥35 against ¥33 as previously forecasted. Reason for Revision: As reported in the "First Quarter Financial Results for the Fiscal Year Ending March 2025" announced on August 7, 2024, the company have revised earnings forecast for this consolidated accounting year. The company revised consolidated net sales forecast upward from ¥65 billion to ¥68 billion, and operating profit upward from ¥11.15 billion to ¥13.5 billion. Considering this, as well as the need to maintain internal reserves for future group business expansion and to ensure stable profit returns for shareholders, the company have decided to revise the interim dividend forecast for the fiscal year ending March 2025, announced on May 10, 2025, from ¥33 per share to an increase of ¥2 to ¥35 per share. Similarly, the company revised the year-end dividend forecast from the initial forecast of ¥33 per share to an increase of ¥2 to ¥35 per share. As a result, the annual dividends forecast for the fiscal year ending March 2025 will be ¥70 per share.
分析記事 • Sep 03Fuso ChemicalLtd (TSE:4368) Has Announced A Dividend Of ¥33.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) will pay a dividend of ¥33.00 on the 9th of December. This means the annual payment...
お知らせ • Sep 03Fuso Chemical Co.,Ltd. to Report Q2, 2025 Results on Oct 31, 2024Fuso Chemical Co.,Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024
分析記事 • Aug 14Fuso ChemicalLtd (TSE:4368) Is Due To Pay A Dividend Of ¥33.00Fuso Chemical Co.,Ltd. ( TSE:4368 ) has announced that it will pay a dividend of ¥33.00 per share on the 9th of...
Declared Dividend • Aug 13Dividend of JP¥33.00 announcedDividend of JP¥33.00 is the same as last year. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 27% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 12First quarter 2025 earnings released: EPS: JP¥81.83 (vs JP¥69.63 in 1Q 2024)First quarter 2025 results: EPS: JP¥81.83 (up from JP¥69.63 in 1Q 2024). Revenue: JP¥17.4b (up 28% from 1Q 2024). Net income: JP¥2.88b (up 18% from 1Q 2024). Profit margin: 17% (down from 18% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.7% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Major Estimate Revision • Aug 09Consensus EPS estimates increase by 11%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from JP¥67.4b to JP¥70.0b. EPS estimate increased from JP¥263 to JP¥290 per share. Net income forecast to grow 23% next year vs 8.7% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥4,500 to JP¥4,333. Share price rose 4.0% to JP¥3,790 over the past week.
Reported Earnings • Jun 28Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥237 (down from JP¥401 in FY 2023). Revenue: JP¥59.0b (down 14% from FY 2023). Net income: JP¥8.34b (down 41% from FY 2023). Profit margin: 14% (down from 21% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.7%. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 5.4% 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 remained flat, which means it is significantly lagging earnings.
分析記事 • Jun 24Does Fuso ChemicalLtd (TSE:4368) Have A Healthy Balance Sheet?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
お知らせ • Jun 14Fuso Chemical Co.,Ltd. to Report Q1, 2025 Results on Aug 07, 2024Fuso Chemical Co.,Ltd. announced that they will report Q1, 2025 results on Aug 07, 2024
分析記事 • May 20Why Fuso ChemicalLtd's (TSE:4368) Shaky Earnings Are Just The Beginning Of Its ProblemsThe market wasn't impressed with the soft earnings from Fuso Chemical Co.,Ltd. ( TSE:4368 ) recently. We did some...
Reported Earnings • May 12Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: JP¥237 (down from JP¥401 in FY 2023). Revenue: JP¥59.0b (down 14% from FY 2023). Net income: JP¥8.34b (down 41% from FY 2023). Profit margin: 14% (down from 21% in FY 2023). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.7%. Revenue is forecast to grow 11% 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 increased by 10% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
New Risk • Apr 16New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.6% 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. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risk Paying a dividend despite having no free cash flows.
分析記事 • Mar 26A Look At The Intrinsic Value Of Fuso Chemical Co.,Ltd. (TSE:4368)Key Insights Fuso ChemicalLtd's estimated fair value is JP¥5,288 based on 2 Stage Free Cash Flow to Equity Fuso...
New Risk • Mar 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.8% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (25% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (5.8% average weekly change).
Upcoming Dividend • Mar 21Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 25% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).
お知らせ • Mar 16Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 21, 2024Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 21, 2024. Agenda: To approve the appointment of External Board Director.
お知らせ • Mar 03Fuso Chemical Co.,Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Fuso Chemical Co.,Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
分析記事 • Feb 27Earnings Not Telling The Story For Fuso Chemical Co.,Ltd. (TSE:4368)Fuso Chemical Co.,Ltd.'s ( TSE:4368 ) price-to-earnings (or "P/E") ratio of 18.5x might make it look like a sell right...
Buy Or Sell Opportunity • Feb 15Now 21% undervaluedOver the last 90 days, the stock has risen 12% to JP¥4,655. The fair value is estimated to be JP¥5,888, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 25% in 2 years. Earnings are forecast to grow by 23% in the next 2 years.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥51.60 (vs JP¥99.08 in 3Q 2023)Third quarter 2024 results: EPS: JP¥51.60 (down from JP¥99.08 in 3Q 2023). Revenue: JP¥16.0b (down 7.4% from 3Q 2023). Net income: JP¥1.82b (down 48% from 3Q 2023). Profit margin: 11% (down from 20% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 12% 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 18% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 07Fuso Chemical Co.,Ltd. to Report Q3, 2024 Results on Jan 31, 2024Fuso Chemical Co.,Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: JP¥52.01 (down from JP¥109 in 2Q 2023). Revenue: JP¥13.5b (down 24% from 2Q 2023). Net income: JP¥1.83b (down 52% from 2Q 2023). Profit margin: 14% (down from 22% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.7%. Earnings per share (EPS) exceeded analyst estimates by 4.7%. Revenue is forecast to grow 9.3% p.a. on average during the next 3 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 increased by 25% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥33.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).
Major Estimate Revision • Sep 19Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥61.6b to JP¥59.5b. EPS estimate also fell from JP¥257 per share to JP¥227 per share. Net income forecast to shrink 34% next year vs 6.5% growth forecast for Chemicals industry in Japan . Consensus price target broadly unchanged at JP¥5,167. Share price fell 2.2% to JP¥3,990 over the past week.
お知らせ • Sep 06Fuso Chemical Co.,Ltd. to Report Q2, 2024 Results on Oct 31, 2023Fuso Chemical Co.,Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023
New Risk • Aug 03New major risk - Earnings qualityThe company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. Currently, the following risks have been identified for the company: Major Risks Earnings are forecast to decline by an average of 1.4% per year for the foreseeable future. High level of non-cash earnings (30% accrual ratio).
Reported Earnings • Aug 01First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: JP¥69.63 (down from JP¥104 in 1Q 2023). Revenue: JP¥13.6b (down 22% from 1Q 2023). Net income: JP¥2.45b (down 33% from 1Q 2023). Profit margin: 18% (down from 21% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 18%. Earnings per share (EPS) also missed analyst estimates by 2.6%. Revenue is forecast to grow 8.3% 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 29% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 07Fuso Chemical Co.,Ltd. to Report Q1, 2024 Results on Jul 31, 2023Fuso Chemical Co.,Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023
Major Estimate Revision • May 23Consensus EPS estimates fall by 18%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥347 to JP¥284 per share. Revenue forecast steady at JP¥70.0b. Net income forecast to shrink 29% next year vs 5.4% growth forecast for Chemicals industry in Japan . Consensus price target down from JP¥5,167 to JP¥4,833. Share price rose 10% to JP¥3,950 over the past week.
Reported Earnings • May 13Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥401 (up from JP¥308 in FY 2022). Revenue: JP¥68.5b (up 23% from FY 2022). Net income: JP¥14.1b (up 30% from FY 2022). Profit margin: 21% (up from 20% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 2.8%. Revenue is forecast to grow 5.0% 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 30% 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 • May 13Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 23, 2023Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 7.3% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 01Third quarter 2023 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2023 results: EPS: JP¥99.08 (up from JP¥80.64 in 3Q 2022). Revenue: JP¥17.3b (up 19% from 3Q 2022). Net income: JP¥3.49b (up 23% from 3Q 2022). Profit margin: 20% (in line with 3Q 2022). Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) exceeded analyst estimates by 10%. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% 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 • Dec 30Fuso Chemical Co.,Ltd. to Report Q3, 2023 Results on Jan 31, 2023Fuso Chemical Co.,Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 17Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥109 (up from JP¥63.59 in 2Q 2022). Revenue: JP¥17.8b (up 44% from 2Q 2022). Net income: JP¥3.85b (up 71% from 2Q 2022). Profit margin: 22% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 7.5% 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 27% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16No independent directorsFollowing the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 10 non-independent directors. Director Sayaka Eguro was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 02Second quarter 2023 earnings: EPS exceeds analyst expectationsSecond quarter 2023 results: EPS: JP¥109 (up from JP¥63.59 in 2Q 2022). Revenue: JP¥17.8b (up 44% from 2Q 2022). Net income: JP¥3.85b (up 71% from 2Q 2022). Profit margin: 22% (up from 18% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.6%. Revenue is forecast to grow 6.9% p.a. on average during the next 3 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 increased by 27% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).
お知らせ • Aug 31Fuso Chemical Co.,Ltd. to Report Q2, 2023 Results on Oct 31, 2022Fuso Chemical Co.,Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022
Reported Earnings • Jul 31First quarter 2023 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2023 results: EPS: JP¥104 (up from JP¥63.01 in 1Q 2022). Revenue: JP¥17.5b (up 37% from 1Q 2022). Net income: JP¥3.66b (up 64% from 1Q 2022). Profit margin: 21% (up from 17% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.0%. Earnings per share (EPS) also surpassed analyst estimates by 30%. Over the next year, revenue is forecast to grow 12%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Price Target Changed • Jul 26Price target decreased to JP¥5,083Down from JP¥5,733, the current price target is an average from 4 analysts. New target price is 47% above last closing price of JP¥3,450. Stock is down 13% over the past year. The company is forecast to post earnings per share of JP¥329 for next year compared to JP¥308 last year.
お知らせ • Jun 08Fuso Chemical Co.,Ltd. to Report Q1, 2023 Results on Jul 29, 2022Fuso Chemical Co.,Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022
お知らせ • May 12Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 24, 2022Fuso Chemical Co.,Ltd., Annual General Meeting, Jun 24, 2022.