Kansai Paint（4613）株式概要関西ペイント株式会社は、その子会社とともに、日本、インド、中国、アジア、アフリカ、ヨーロッパ、および海外で塗料およびコーティング剤を製造・販売している。 詳細4613 ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績2/6財務の健全性5/6配当金5/6報酬当社が推定した公正価値より12%で取引されている 収益は年間7.67%増加すると予測されています リスク分析4.69%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4613 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¥2.35k17.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture0672b2016201920222025202620282031Revenue JP¥672.3bEarnings JP¥36.1bAdvancedSet Fair ValueView all narrativesKansai Paint Co., Ltd. 競合他社C.UyemuraLtdSymbol: TSE:4966Market cap: JP¥367.1bFuso ChemicalLtdSymbol: TSE:4368Market cap: JP¥396.7bDICSymbol: TSE:4631Market cap: JP¥422.0bSumitomo BakeliteSymbol: TSE:4203Market cap: JP¥518.9b価格と性能株価の高値、安値、推移の概要Kansai Paint過去の株価現在の株価JP¥2,347.5052週高値JP¥2,803.0052週安値JP¥1,895.00ベータ0.411ヶ月の変化-2.80%3ヶ月変化-13.96%1年変化14.74%3年間の変化9.44%5年間の変化-18.60%IPOからの変化291.25%最新ニュースMajor Estimate Revision • May 18Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2027 has been updated. 2027 revenue forecast fell from JP¥624.2b to JP¥612.0b. EPS estimate rose from JP¥164 to JP¥189. Net income forecast to grow 14% next year vs 6.2% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥2,685 unchanged from last update. Share price fell 2.9% to JP¥2,298 over the past week.分析記事 • May 13Earnings Update: Kansai Paint Co., Ltd. (TSE:4613) Just Reported Its Annual Results And Analysts Are Updating Their ForecastsShareholders might have noticed that Kansai Paint Co., Ltd. ( TSE:4613 ) filed its full-year result this time last...Reported Earnings • May 12Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥180 (down from JP¥202 in FY 2025). Revenue: JP¥589.8b (flat on FY 2025). Net income: JP¥31.6b (down 17% from FY 2025). Profit margin: 5.4% (down from 6.5% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year.ライブニュース • May 12Kansai Paint Sharpens Pay Targets and Doubles Dividend as Profit Guidance SlipsKansai Paint is revising and continuing its performance-linked stock compensation plan for directors, tying awards more tightly to its 2025 to 2027 medium-term targets. The company will fund a share trust with up to ¥900 million, with stock grants based on role and metrics such as sales, EBITDA, ROE and ESG ratings. Kansai Paint reported record net sales and EBITDA for the fifth consecutive year, led by growth in Africa and reforms in Europe, and issued FY2026 profit guidance that factors in planned extraordinary losses and a lower net profit forecast. For FY2026, Kansai Paint reported flat sales and a decline in operating and net profits, yet more than doubled its annual dividend and signaled an intention to keep that dividend level, while forecasting modest sales and operating profit growth and a drop in net profit in FY2027. The tighter link between stock-based pay and medium-term targets, alongside the dividend increase despite weaker earnings, shows management putting emphasis on both longer-term performance metrics and shareholder returns. You should weigh the commitment to sustained dividends and performance-linked incentives against the guidance for lower net profit and the impact of extraordinary losses on future earnings quality.お知らせ • May 11Kansai Paint Co., Ltd., Annual General Meeting, Jun 26, 2026Kansai Paint Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 09+ 3 more updatesKansai Paint Co., Ltd. to Report Q2, 2027 Results on Nov 06, 2026Kansai Paint Co., Ltd. announced that they will report Q2, 2027 results on Nov 06, 2026最新情報をもっと見るRecent updatesMajor Estimate Revision • May 18Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2027 has been updated. 2027 revenue forecast fell from JP¥624.2b to JP¥612.0b. EPS estimate rose from JP¥164 to JP¥189. Net income forecast to grow 14% next year vs 6.2% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥2,685 unchanged from last update. Share price fell 2.9% to JP¥2,298 over the past week.分析記事 • May 13Earnings Update: Kansai Paint Co., Ltd. (TSE:4613) Just Reported Its Annual Results And Analysts Are Updating Their ForecastsShareholders might have noticed that Kansai Paint Co., Ltd. ( TSE:4613 ) filed its full-year result this time last...Reported Earnings • May 12Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥180 (down from JP¥202 in FY 2025). Revenue: JP¥589.8b (flat on FY 2025). Net income: JP¥31.6b (down 17% from FY 2025). Profit margin: 5.4% (down from 6.5% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year.ライブニュース • May 12Kansai Paint Sharpens Pay Targets and Doubles Dividend as Profit Guidance SlipsKansai Paint is revising and continuing its performance-linked stock compensation plan for directors, tying awards more tightly to its 2025 to 2027 medium-term targets. The company will fund a share trust with up to ¥900 million, with stock grants based on role and metrics such as sales, EBITDA, ROE and ESG ratings. Kansai Paint reported record net sales and EBITDA for the fifth consecutive year, led by growth in Africa and reforms in Europe, and issued FY2026 profit guidance that factors in planned extraordinary losses and a lower net profit forecast. For FY2026, Kansai Paint reported flat sales and a decline in operating and net profits, yet more than doubled its annual dividend and signaled an intention to keep that dividend level, while forecasting modest sales and operating profit growth and a drop in net profit in FY2027. The tighter link between stock-based pay and medium-term targets, alongside the dividend increase despite weaker earnings, shows management putting emphasis on both longer-term performance metrics and shareholder returns. You should weigh the commitment to sustained dividends and performance-linked incentives against the guidance for lower net profit and the impact of extraordinary losses on future earnings quality.お知らせ • May 11Kansai Paint Co., Ltd., Annual General Meeting, Jun 26, 2026Kansai Paint Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 09+ 3 more updatesKansai Paint Co., Ltd. to Report Q2, 2027 Results on Nov 06, 2026Kansai Paint Co., Ltd. announced that they will report Q2, 2027 results on Nov 06, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 41% and the cash payout ratio is 92%. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).分析記事 • Feb 11Earnings Beat: Kansai Paint Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for Kansai Paint Co., Ltd. ( TSE:4613 ) shareholders, because the company has just released its...Reported Earnings • Feb 10Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥78.35 (down from JP¥94.82 in 3Q 2025). Revenue: JP¥153.2b (up 1.7% from 3Q 2025). Net income: JP¥13.8b (down 20% from 3Q 2025). Profit margin: 9.0% (down from 11% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 92%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.4% to JP¥2,635. The fair value is estimated to be JP¥2,189, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 1.9% per annum over the same time period.分析記事 • Jan 15Kansai Paint Co., Ltd.'s (TSE:4613) Share Price Is Matching Sentiment Around Its EarningsKansai Paint Co., Ltd.'s ( TSE:4613 ) price-to-earnings (or "P/E") ratio of 11.5x might make it look like a buy right...Buy Or Sell Opportunity • Jan 08Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,485. The fair value is estimated to be JP¥3,112, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 1.5% per annum over the same time period.分析記事 • Dec 23A Look At The Fair Value Of Kansai Paint Co., Ltd. (TSE:4613)Key Insights Kansai Paint's estimated fair value is JP¥3,028 based on 2 Stage Free Cash Flow to Equity With JP¥2,454...分析記事 • Dec 02Kansai Paint (TSE:4613) Will Pay A Dividend Of ¥55.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend on the 30th of June, with...Declared Dividend • Dec 02First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 4.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but not adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 19% 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 8.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 21Kansai Paint's (TSE:4613) Profits May Not Reveal Underlying IssuesKansai Paint Co., Ltd.'s ( TSE:4613 ) healthy profit numbers didn't contain any surprises for investors. We believe...Reported Earnings • Nov 08Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥43.75 (up from JP¥19.85 in 2Q 2025). Revenue: JP¥144.5b (down 2.8% from 2Q 2025). Net income: JP¥7.71b (up 102% from 2Q 2025). Profit margin: 5.3% (up from 2.6% in 2Q 2025). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Revenue is forecast to grow 3.2% 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 13% per year whereas the company’s share price has increased by 9% per year.Buy Or Sell Opportunity • Sep 29Now 20% undervaluedOver the last 90 days, the stock has risen 24% to JP¥2,415. The fair value is estimated to be JP¥3,025, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 3.2% per annum over the same time period.Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).分析記事 • Sep 22Kansai Paint (TSE:4613) Has Announced That It Will Be Increasing Its Dividend To ¥55.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will be paying its dividend of ¥55.00 on the 3rd...Buy Or Sell Opportunity • Aug 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥2,556. The fair value is estimated to be JP¥2,128, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.分析記事 • Aug 13Kansai Paint (TSE:4613) Will Pay A Larger Dividend Than Last Year At ¥55.00Kansai Paint Co., Ltd.'s ( TSE:4613 ) dividend will be increasing from last year's payment of the same period to ¥55.00...分析記事 • Aug 12Kansai Paint Co., Ltd. (TSE:4613) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?TSE:4613 1 Year Share Price vs Fair Value Explore Kansai Paint's Fair Values from the Community and select yours...Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥48.13 (vs JP¥57.45 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.13 (down from JP¥57.45 in 1Q 2025). Revenue: JP¥144.7b (flat on 1Q 2025). Net income: JP¥8.48b (down 29% from 1Q 2025). Profit margin: 5.9% (down from 8.2% in 1Q 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.分析記事 • Jul 29Lacklustre Performance Is Driving Kansai Paint Co., Ltd.'s (TSE:4613) Low P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Kansai...Declared Dividend • Jul 09Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 11% 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 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • May 22Kansai Paint's (TSE:4613) Anemic Earnings Might Be Worse Than You ThinkThe market wasn't impressed with the soft earnings from Kansai Paint Co., Ltd. ( TSE:4613 ) recently. Our analysis has...New Risk • May 18New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 102% Dividend yield: 2.7% 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 Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (102% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.5% net profit margin).Reported Earnings • May 13Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥202 (down from JP¥299 in FY 2024). Revenue: JP¥588.8b (up 4.7% from FY 2024). Net income: JP¥38.3b (down 43% from FY 2024). Profit margin: 6.5% (down from 12% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 3.1% 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 26% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • May 12+ 2 more updatesKansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2025Kansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2025.分析記事 • Apr 15Is Kansai Paint (TSE:4613) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Apr 11Kansai Paint Co., Ltd. Announces Resignation of Nishibayashi Hitoshi as Representative Director and Director, Effective April 11, 2025On 11th April 2025 Kansai Paint Co., Ltd. announced NISHIBAYASHI Hitoshi, Representative Director of the Board and Senior Managing Executive Officer of the Company, tendered his resignation as Representative Director and Director for health reasons, and Board of Directors has accepted it. Next position: Corporate Advisor. Current position: Representative Director of the Board, Senior Managing Executive Officer, Head of Business Unit and Head of Europe Business Segment. Effective date: 11th April 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 19% 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%).分析記事 • Mar 14Kansai Paint (TSE:4613) Is Paying Out A Dividend Of ¥22.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend of ¥22.00 per share on the...お知らせ • Mar 04+ 3 more updatesKansai Paint Co., Ltd. to Report Q3, 2026 Results on Feb 09, 2026Kansai Paint Co., Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026分析記事 • Feb 28Kansai Paint (TSE:4613) Has Affirmed Its Dividend Of ¥22.00Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend of ¥22.00 per share on the 30th of June...お知らせ • Feb 27Kansai Paint Co., Ltd. Appoints Takahara Shigeki as Director of the Board, Effective from April 1, 2025Kansai Paint Co., Ltd. appointed TAKAHARA Shigeki as Director of the Board from the present post Representative Director of the Board, Vice President, Executive Officer, effective from April 1, 2025.分析記事 • Feb 11Kansai Paint's (TSE:4613) Dividend Will Be ¥22.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend on the 30th of June, with...New Risk • Feb 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.0% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.9% net profit margin).Reported Earnings • Feb 08Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥94.82 (up from JP¥33.10 in 3Q 2024). Revenue: JP¥150.7b (up 1.6% from 3Q 2024). Net income: JP¥17.2b (up 130% from 3Q 2024). Profit margin: 11% (up from 5.1% in 3Q 2024). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 3.5% 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 32% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Feb 08Kansai Paint Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Kansai Paint Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 580,000 million compared to previous guidance of JPY 610,000 million, operating income of JPY 52,000 million compared to previous guidance of JPY 56,000 million, Net income attributable to owners of parent of JPY 40,000 million compared to previous guidance of JPY 40,000 million and basic earnings per share of JPY JPY 210.70 million compared to previous guidance of 207.44.分析記事 • Feb 03The Market Doesn't Like What It Sees From Kansai Paint Co., Ltd.'s (TSE:4613) Earnings YetWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Kansai...Buy Or Sell Opportunity • Jan 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥2,109. The fair value is estimated to be JP¥2,638, however this is not to be taken as a buy 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 34%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are forecast to decline by 1.8% per annum over the same time period.Buy Or Sell Opportunity • Jan 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥2,116. The fair value is estimated to be JP¥2,666, however this is not to be taken as a buy 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 34%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are forecast to decline by 1.8% per annum over the same time period.分析記事 • Dec 18Kansai Paint's (TSE:4613) Dividend Will Be ¥22.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend on the 30th of June, with...分析記事 • Dec 04Kansai Paint's (TSE:4613) Dividend Will Be ¥22.00Kansai Paint Co., Ltd.'s ( TSE:4613 ) investors are due to receive a payment of ¥22.00 per share on 30th of June. This...Declared Dividend • Dec 04First half dividend of JP¥22.00 announcedDividend of JP¥22.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 30th 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 (33% 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 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 20Kansai Paint's (TSE:4613) Weak Earnings May Only Reveal A Part Of The Whole PictureThe market wasn't impressed with the soft earnings from Kansai Paint Co., Ltd. ( TSE:4613 ) recently. Our analysis has...分析記事 • Nov 14Kansai Paint Co., Ltd. Just Missed EPS By 52%: Here's What Analysts Think Will Happen NextIt's been a sad week for Kansai Paint Co., Ltd. ( TSE:4613 ), who've watched their investment drop 13% to JP¥2,094 in...Buy Or Sell Opportunity • Nov 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥2,208. The fair value is estimated to be JP¥2,762, however this is not to be taken as a buy 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 34%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are forecast to decline by 1.2% per annum over the same time period.Reported Earnings • Nov 09Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: JP¥19.85 (down from JP¥39.05 in 2Q 2024). Revenue: JP¥148.7b (up 8.1% from 2Q 2024). Net income: JP¥3.81b (down 57% from 2Q 2024). Profit margin: 2.6% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.分析記事 • Nov 05Estimating The Fair Value Of Kansai Paint Co., Ltd. (TSE:4613)Key Insights Kansai Paint's estimated fair value is JP¥2,901 based on 2 Stage Free Cash Flow to Equity Kansai Paint's...分析記事 • Oct 11Kansai Paint Co., Ltd. (TSE:4613) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 11.3x Kansai Paint Co., Ltd. ( TSE:4613 ) may be sending bullish signals...Upcoming Dividend • Sep 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.4%).分析記事 • Sep 19Does Kansai Paint (TSE:4613) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Aug 12First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: JP¥57.45 (down from JP¥165 in 1Q 2024). Revenue: JP¥145.4b (up 6.6% from 1Q 2024). Net income: JP¥11.9b (down 68% from 1Q 2024). Profit margin: 8.2% (down from 28% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 30%. Revenue is forecast to grow 4.0% 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 41% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.New Risk • Jul 25New 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 5.2% 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 Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results.Declared Dividend • Jul 11Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (19% 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 decline by 26% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.分析記事 • Jun 21A Look At The Fair Value Of Kansai Paint Co., Ltd. (TSE:4613)Key Insights Kansai Paint's estimated fair value is JP¥2,480 based on 2 Stage Free Cash Flow to Equity Current share...分析記事 • Jun 06Kansai Paint (TSE:4613) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • May 31Kansai Paint Co., Ltd. (TSE:4613) announces an Equity Buyback for 40,000,000 shares, representing 19.01% for ¥80,000 million.Kansai Paint Co., Ltd. (TSE:4613) announces a share repurchase program. Under the program, the company will repurchase up to 40,000,000 shares, representing 19.01% of its issued share capital (excluding treasury stock), for ¥80,000 million. The purpose of the program is to improve capital efficiency and expand shareholder returns. Repurchased shares will be cancelled. The program will run until May 30, 2025. As of April 30, 2024, the company had 210,420,958 shares in issue (excluding treasury stock) and 512 shares in treasury.Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,620, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Chemicals industry in Japan. Total loss to shareholders of 4.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,333 per share.分析記事 • May 22There May Be Underlying Issues With The Quality Of Kansai Paint's (TSE:4613) EarningsKansai Paint Co., Ltd. ( TSE:4613 ) just reported some strong earnings, and the market reacted accordingly with a...Price Target Changed • May 12Price target decreased by 7.7% to JP¥2,503Down from JP¥2,712, the current price target is an average from 8 analysts. New target price is 20% above last closing price of JP¥2,083. Stock is down 2.2% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥299 last year.お知らせ • May 11Kansai Paint Co., Ltd approves to Pay Dividends of Surplus, Payable June 28, 2024Kansai Paint Co., Ltd. announced that it has resolved, at a meeting of the Board of Directors held on May 10, 2024, to pay dividends of surplus with a record date of March 31, 2024. The details are described below. Further, this resolution is to be proposed at the general meeting of shareholders to be held on June 27, 2024. Dividend Per share: JPY 22.00. Effective date June 28, 2024. Total amount of dividends JPY 4,629 million .Record date: March 31, 2024.分析記事 • May 02Lacklustre Performance Is Driving Kansai Paint Co., Ltd.'s (TSE:4613) Low P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Kansai...分析記事 • Apr 14With EPS Growth And More, Kansai Paint (TSE:4613) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...分析記事 • Mar 27Kansai Paint's (TSE:4613) Shareholders Will Receive A Bigger Dividend Than Last YearKansai Paint Co., Ltd. ( TSE:4613 ) will increase its dividend from last year's comparable payment on the 1st of July...Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).お知らせ • Mar 15Kansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2024Kansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2024.分析記事 • Mar 13Kansai Paint (TSE:4613) Has Announced That It Will Be Increasing Its Dividend To ¥20.00Kansai Paint Co., Ltd.'s ( TSE:4613 ) dividend will be increasing from last year's payment of the same period to ¥20.00...お知らせ • Mar 13+ 3 more updatesKansai Paint Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Kansai Paint Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025お知らせ • Feb 28Kansai Paint Co., Ltd. Announces Management Changes, Effective April 1, 2024Kansai Paint Co., Ltd. announced that the Company determined the increase of representative at the meeting of the Board. Detail of the change: Scheduled date of the change is April 1, 2024. Representative Director and Senior Managing Executive Officer, and Chief of International Business Unit is NISHIBAYASHI Hitoshi (Present post - Director of the Board, Managing Executive Officer, and Chief of International Business Unit). Career of the new representative director, etc.: Born on May 31, 1963 . Career: April 1987 - Joined Kansai Paint, April 2015 - Deputy Head of Automotive Refinish, Decorative and Protective Coatings Business Div., April 2019 - Executive Officer, and Deputy General Manager of Corporate Business Development Div., June 2020 - Director of the Board, Managing Executive Officer, and Head of International Business Unit., July 2020 - Director of the Board, and Managing Executive Officer in charge of Corporate Planning & Finance, April 2021- Director of the Board, Managing Executive Officer, and Chief of International Business Unit (current).分析記事 • Feb 27Kansai Paint's (TSE:4613) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will be paying its dividend of ¥20.00 on the 1st...お知らせ • Feb 22Kansai Paint Co., Ltd. (TSE:4613) announces an Equity Buyback for 20,000,000 shares, representing 8.78% for ¥40,000 million.Kansai Paint Co., Ltd. (TSE:4613) announces a share repurchase program. Under the program, the company will repurchase up to 20,000,000 shares, representing 8.78% of its issued share capital (excluding treasury stock), for ¥40,000 million. The purpose of the program is improving capital efficiency such as ROE and net income per share (EPS) and increasing shareholder returns. Repurchased shares will be cancelled. The program will run until February 21, 2025. As of January 31, 2024, the company had 227,887,041 shares in issue (excluding treasury stock) and 10,736,229 shares in treasury.Reported Earnings • Feb 10Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: JP¥33.10 (up from JP¥18.87 in 3Q 2023). Revenue: JP¥148.3b (up 12% from 3Q 2023). Net income: JP¥7.49b (up 70% from 3Q 2023). Profit margin: 5.1% (up from 3.3% in 3Q 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 4.3% 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 46% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.お知らせ • Feb 08+ 1 more updateKansai Paint Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Kansai Paint Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net sales of JPY 560,000 million, operating profit of JPY 50,000 million, profit attributable to owners of parent of JPY 64,000 million and basic earnings per share of JPY 282.12.Buy Or Sell Opportunity • Feb 01Now 20% undervaluedOver the last 90 days, the stock has risen 11% to JP¥2,467. The fair value is estimated to be JP¥3,085, 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 44%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are forecast to decline by 19% per annum over the same time period.お知らせ • Nov 11+ 1 more updateKansai Paint Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Kansai Paint Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net sales of JPY 550,000 million, operating profit of JPY 45,000 million, profit attributable to owners of parent of JPY 57,000 million and basic earnings per share of JPY 251.27.Reported Earnings • Nov 10Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: JP¥39.05 (up from JP¥24.61 in 2Q 2023). Revenue: JP¥137.6b (up 5.6% from 2Q 2023). Net income: JP¥8.84b (up 49% from 2Q 2023). Profit margin: 6.4% (up from 4.5% in 2Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 1.5%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Buying Opportunity • Oct 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.0%. The fair value is estimated to be JP¥2,537, however this is not to be taken as a buy 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 36%. Revenue is forecast to grow by 6.5% in 2 years. Earnings is forecast to decline by 39% in the next 2 years.Upcoming Dividend • Sep 21Upcoming dividend of JP¥18.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).New Risk • Aug 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 19% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥165 (vs JP¥25.18 in 1Q 2023)First quarter 2024 results: EPS: JP¥165 (up from JP¥25.18 in 1Q 2023). Revenue: JP¥136.4b (up 13% from 1Q 2023). Net income: JP¥37.6b (up 483% from 1Q 2023). Profit margin: 28% (up from 5.4% in 1Q 2023). Revenue is forecast to grow 3.5% 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 36% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Major Estimate Revision • Jul 19Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥176 to JP¥197. Revenue forecast steady at JP¥552.0b. Net income forecast to grow 78% next year vs 2.5% growth forecast for Chemicals industry in Japan. Consensus price target broadly unchanged at JP¥2,439. Share price rose 4.3% to JP¥2,178 over the past week.株主還元4613JP ChemicalsJP 市場7D3.9%-4.6%-3.1%1Y14.7%47.8%38.2%株主還元を見る業界別リターン: 4613過去 1 年間で47.8 % 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: 4613は、過去 1 年間で38.2 % のリターンを上げたJP市場を下回りました。価格変動Is 4613's price volatile compared to industry and market?4613 volatility4613 Average Weekly Movement3.9%Chemicals Industry Average Movement6.0%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 4613 、 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: 4613の 週次ボラティリティ ( 4% ) 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191817,414Kunishi Moriwww.kansai.co.jp関西ペイント株式会社は、子会社とともに、日本、インド、中国、アジア、アフリカ、欧州および海外で塗料およびコーティング剤の製造・販売を行っている。同社は、建物の外装や内装を保護する装飾用塗料、へこみや擦り傷を補修する自動車用再塗装塗料、産業車両、鋼製家具、農業機械、特殊車両、外装建材、金属製品、飲料缶、金属建材や家電製品に使用されるプレコートメタルに使用される工業用塗料を提供している。また、船舶用塗料、新車ボディ、プラスチック部品、アルミホイール塗装を含む自動車用塗料、自動車カラーデザイン、橋梁、電力設備、産業プラント、鋼構造物用防食塗料を提供し、耐火塗料も提供している。また、電子材料コーティング設計技術によるコーティングソリューションの提供や、各種廃水処理に使用されるハイドロゲル流体キャリアビーズの開発も行っている。さらに、塗装設備の設計・製造・販売、塗装工事の管理・請負、配色設計、バイオ・エレクトロニクス分野の製品の製造・販売も行っている。関西ペイントは1918年に設立され、大阪に本社を置く。もっと見るKansai Paint Co., Ltd. 基礎のまとめKansai Paint の収益と売上を時価総額と比較するとどうか。4613 基礎統計学時価総額JP¥406.63b収益（TTM）JP¥31.64b売上高(TTM)JP¥589.80b13.1xPER（株価収益率0.7xP/Sレシオ4613 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4613 損益計算書（TTM）収益JP¥589.80b売上原価JP¥398.45b売上総利益JP¥191.35bその他の費用JP¥159.71b収益JP¥31.64b直近の収益報告Mar 31, 2026次回決算日Aug 07, 2026一株当たり利益（EPS）179.71グロス・マージン32.44%純利益率5.36%有利子負債／自己資本比率55.8%4613 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4.7%現在の配当利回り41%配当性向4613 配当は確実ですか？4613 配当履歴とベンチマークを見る4613 、いつまでに購入すれば配当金を受け取れますか？Kansai Paint 配当日配当落ち日Mar 30 2026配当支払日Jun 29 2026配当落ちまでの日数52 days配当支払日までの日数39 days4613 配当は確実ですか？4613 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2026/05/21 11:00終値2026/05/21 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Kansai Paint Co., Ltd. 7 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。13 アナリスト機関Takashi EnomotoBofA Global ResearchYuta NishiyamaCitigroup IncYifan ZhangCLSA10 その他のアナリストを表示
Major Estimate Revision • May 18Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2027 has been updated. 2027 revenue forecast fell from JP¥624.2b to JP¥612.0b. EPS estimate rose from JP¥164 to JP¥189. Net income forecast to grow 14% next year vs 6.2% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥2,685 unchanged from last update. Share price fell 2.9% to JP¥2,298 over the past week.
分析記事 • May 13Earnings Update: Kansai Paint Co., Ltd. (TSE:4613) Just Reported Its Annual Results And Analysts Are Updating Their ForecastsShareholders might have noticed that Kansai Paint Co., Ltd. ( TSE:4613 ) filed its full-year result this time last...
Reported Earnings • May 12Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥180 (down from JP¥202 in FY 2025). Revenue: JP¥589.8b (flat on FY 2025). Net income: JP¥31.6b (down 17% from FY 2025). Profit margin: 5.4% (down from 6.5% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year.
ライブニュース • May 12Kansai Paint Sharpens Pay Targets and Doubles Dividend as Profit Guidance SlipsKansai Paint is revising and continuing its performance-linked stock compensation plan for directors, tying awards more tightly to its 2025 to 2027 medium-term targets. The company will fund a share trust with up to ¥900 million, with stock grants based on role and metrics such as sales, EBITDA, ROE and ESG ratings. Kansai Paint reported record net sales and EBITDA for the fifth consecutive year, led by growth in Africa and reforms in Europe, and issued FY2026 profit guidance that factors in planned extraordinary losses and a lower net profit forecast. For FY2026, Kansai Paint reported flat sales and a decline in operating and net profits, yet more than doubled its annual dividend and signaled an intention to keep that dividend level, while forecasting modest sales and operating profit growth and a drop in net profit in FY2027. The tighter link between stock-based pay and medium-term targets, alongside the dividend increase despite weaker earnings, shows management putting emphasis on both longer-term performance metrics and shareholder returns. You should weigh the commitment to sustained dividends and performance-linked incentives against the guidance for lower net profit and the impact of extraordinary losses on future earnings quality.
お知らせ • May 11Kansai Paint Co., Ltd., Annual General Meeting, Jun 26, 2026Kansai Paint Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 09+ 3 more updatesKansai Paint Co., Ltd. to Report Q2, 2027 Results on Nov 06, 2026Kansai Paint Co., Ltd. announced that they will report Q2, 2027 results on Nov 06, 2026
Major Estimate Revision • May 18Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2027 has been updated. 2027 revenue forecast fell from JP¥624.2b to JP¥612.0b. EPS estimate rose from JP¥164 to JP¥189. Net income forecast to grow 14% next year vs 6.2% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥2,685 unchanged from last update. Share price fell 2.9% to JP¥2,298 over the past week.
分析記事 • May 13Earnings Update: Kansai Paint Co., Ltd. (TSE:4613) Just Reported Its Annual Results And Analysts Are Updating Their ForecastsShareholders might have noticed that Kansai Paint Co., Ltd. ( TSE:4613 ) filed its full-year result this time last...
Reported Earnings • May 12Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥180 (down from JP¥202 in FY 2025). Revenue: JP¥589.8b (flat on FY 2025). Net income: JP¥31.6b (down 17% from FY 2025). Profit margin: 5.4% (down from 6.5% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year.
ライブニュース • May 12Kansai Paint Sharpens Pay Targets and Doubles Dividend as Profit Guidance SlipsKansai Paint is revising and continuing its performance-linked stock compensation plan for directors, tying awards more tightly to its 2025 to 2027 medium-term targets. The company will fund a share trust with up to ¥900 million, with stock grants based on role and metrics such as sales, EBITDA, ROE and ESG ratings. Kansai Paint reported record net sales and EBITDA for the fifth consecutive year, led by growth in Africa and reforms in Europe, and issued FY2026 profit guidance that factors in planned extraordinary losses and a lower net profit forecast. For FY2026, Kansai Paint reported flat sales and a decline in operating and net profits, yet more than doubled its annual dividend and signaled an intention to keep that dividend level, while forecasting modest sales and operating profit growth and a drop in net profit in FY2027. The tighter link between stock-based pay and medium-term targets, alongside the dividend increase despite weaker earnings, shows management putting emphasis on both longer-term performance metrics and shareholder returns. You should weigh the commitment to sustained dividends and performance-linked incentives against the guidance for lower net profit and the impact of extraordinary losses on future earnings quality.
お知らせ • May 11Kansai Paint Co., Ltd., Annual General Meeting, Jun 26, 2026Kansai Paint Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 09+ 3 more updatesKansai Paint Co., Ltd. to Report Q2, 2027 Results on Nov 06, 2026Kansai Paint Co., Ltd. announced that they will report Q2, 2027 results on Nov 06, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 41% and the cash payout ratio is 92%. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
分析記事 • Feb 11Earnings Beat: Kansai Paint Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for Kansai Paint Co., Ltd. ( TSE:4613 ) shareholders, because the company has just released its...
Reported Earnings • Feb 10Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥78.35 (down from JP¥94.82 in 3Q 2025). Revenue: JP¥153.2b (up 1.7% from 3Q 2025). Net income: JP¥13.8b (down 20% from 3Q 2025). Profit margin: 9.0% (down from 11% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 92%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.4% to JP¥2,635. The fair value is estimated to be JP¥2,189, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 1.9% per annum over the same time period.
分析記事 • Jan 15Kansai Paint Co., Ltd.'s (TSE:4613) Share Price Is Matching Sentiment Around Its EarningsKansai Paint Co., Ltd.'s ( TSE:4613 ) price-to-earnings (or "P/E") ratio of 11.5x might make it look like a buy right...
Buy Or Sell Opportunity • Jan 08Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,485. The fair value is estimated to be JP¥3,112, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 1.5% per annum over the same time period.
分析記事 • Dec 23A Look At The Fair Value Of Kansai Paint Co., Ltd. (TSE:4613)Key Insights Kansai Paint's estimated fair value is JP¥3,028 based on 2 Stage Free Cash Flow to Equity With JP¥2,454...
分析記事 • Dec 02Kansai Paint (TSE:4613) Will Pay A Dividend Of ¥55.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend on the 30th of June, with...
Declared Dividend • Dec 02First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 4.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but not adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 19% 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 8.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 21Kansai Paint's (TSE:4613) Profits May Not Reveal Underlying IssuesKansai Paint Co., Ltd.'s ( TSE:4613 ) healthy profit numbers didn't contain any surprises for investors. We believe...
Reported Earnings • Nov 08Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥43.75 (up from JP¥19.85 in 2Q 2025). Revenue: JP¥144.5b (down 2.8% from 2Q 2025). Net income: JP¥7.71b (up 102% from 2Q 2025). Profit margin: 5.3% (up from 2.6% in 2Q 2025). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Revenue is forecast to grow 3.2% 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 13% per year whereas the company’s share price has increased by 9% per year.
Buy Or Sell Opportunity • Sep 29Now 20% undervaluedOver the last 90 days, the stock has risen 24% to JP¥2,415. The fair value is estimated to be JP¥3,025, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 3.2% per annum over the same time period.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).
分析記事 • Sep 22Kansai Paint (TSE:4613) Has Announced That It Will Be Increasing Its Dividend To ¥55.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will be paying its dividend of ¥55.00 on the 3rd...
Buy Or Sell Opportunity • Aug 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥2,556. The fair value is estimated to be JP¥2,128, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.
分析記事 • Aug 13Kansai Paint (TSE:4613) Will Pay A Larger Dividend Than Last Year At ¥55.00Kansai Paint Co., Ltd.'s ( TSE:4613 ) dividend will be increasing from last year's payment of the same period to ¥55.00...
分析記事 • Aug 12Kansai Paint Co., Ltd. (TSE:4613) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?TSE:4613 1 Year Share Price vs Fair Value Explore Kansai Paint's Fair Values from the Community and select yours...
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥48.13 (vs JP¥57.45 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.13 (down from JP¥57.45 in 1Q 2025). Revenue: JP¥144.7b (flat on 1Q 2025). Net income: JP¥8.48b (down 29% from 1Q 2025). Profit margin: 5.9% (down from 8.2% in 1Q 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
分析記事 • Jul 29Lacklustre Performance Is Driving Kansai Paint Co., Ltd.'s (TSE:4613) Low P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Kansai...
Declared Dividend • Jul 09Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 11% 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 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • May 22Kansai Paint's (TSE:4613) Anemic Earnings Might Be Worse Than You ThinkThe market wasn't impressed with the soft earnings from Kansai Paint Co., Ltd. ( TSE:4613 ) recently. Our analysis has...
New Risk • May 18New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 102% Dividend yield: 2.7% 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 Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (102% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.5% net profit margin).
Reported Earnings • May 13Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥202 (down from JP¥299 in FY 2024). Revenue: JP¥588.8b (up 4.7% from FY 2024). Net income: JP¥38.3b (down 43% from FY 2024). Profit margin: 6.5% (down from 12% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 3.1% 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 26% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12+ 2 more updatesKansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2025Kansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2025.
分析記事 • Apr 15Is Kansai Paint (TSE:4613) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Apr 11Kansai Paint Co., Ltd. Announces Resignation of Nishibayashi Hitoshi as Representative Director and Director, Effective April 11, 2025On 11th April 2025 Kansai Paint Co., Ltd. announced NISHIBAYASHI Hitoshi, Representative Director of the Board and Senior Managing Executive Officer of the Company, tendered his resignation as Representative Director and Director for health reasons, and Board of Directors has accepted it. Next position: Corporate Advisor. Current position: Representative Director of the Board, Senior Managing Executive Officer, Head of Business Unit and Head of Europe Business Segment. Effective date: 11th April 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 19% 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%).
分析記事 • Mar 14Kansai Paint (TSE:4613) Is Paying Out A Dividend Of ¥22.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend of ¥22.00 per share on the...
お知らせ • Mar 04+ 3 more updatesKansai Paint Co., Ltd. to Report Q3, 2026 Results on Feb 09, 2026Kansai Paint Co., Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026
分析記事 • Feb 28Kansai Paint (TSE:4613) Has Affirmed Its Dividend Of ¥22.00Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend of ¥22.00 per share on the 30th of June...
お知らせ • Feb 27Kansai Paint Co., Ltd. Appoints Takahara Shigeki as Director of the Board, Effective from April 1, 2025Kansai Paint Co., Ltd. appointed TAKAHARA Shigeki as Director of the Board from the present post Representative Director of the Board, Vice President, Executive Officer, effective from April 1, 2025.
分析記事 • Feb 11Kansai Paint's (TSE:4613) Dividend Will Be ¥22.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend on the 30th of June, with...
New Risk • Feb 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.0% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.9% net profit margin).
Reported Earnings • Feb 08Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥94.82 (up from JP¥33.10 in 3Q 2024). Revenue: JP¥150.7b (up 1.6% from 3Q 2024). Net income: JP¥17.2b (up 130% from 3Q 2024). Profit margin: 11% (up from 5.1% in 3Q 2024). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 3.5% 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 32% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Feb 08Kansai Paint Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Kansai Paint Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 580,000 million compared to previous guidance of JPY 610,000 million, operating income of JPY 52,000 million compared to previous guidance of JPY 56,000 million, Net income attributable to owners of parent of JPY 40,000 million compared to previous guidance of JPY 40,000 million and basic earnings per share of JPY JPY 210.70 million compared to previous guidance of 207.44.
分析記事 • Feb 03The Market Doesn't Like What It Sees From Kansai Paint Co., Ltd.'s (TSE:4613) Earnings YetWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Kansai...
Buy Or Sell Opportunity • Jan 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥2,109. The fair value is estimated to be JP¥2,638, however this is not to be taken as a buy 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 34%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are forecast to decline by 1.8% per annum over the same time period.
Buy Or Sell Opportunity • Jan 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥2,116. The fair value is estimated to be JP¥2,666, however this is not to be taken as a buy 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 34%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are forecast to decline by 1.8% per annum over the same time period.
分析記事 • Dec 18Kansai Paint's (TSE:4613) Dividend Will Be ¥22.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend on the 30th of June, with...
分析記事 • Dec 04Kansai Paint's (TSE:4613) Dividend Will Be ¥22.00Kansai Paint Co., Ltd.'s ( TSE:4613 ) investors are due to receive a payment of ¥22.00 per share on 30th of June. This...
Declared Dividend • Dec 04First half dividend of JP¥22.00 announcedDividend of JP¥22.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 30th 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 (33% 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 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 20Kansai Paint's (TSE:4613) Weak Earnings May Only Reveal A Part Of The Whole PictureThe market wasn't impressed with the soft earnings from Kansai Paint Co., Ltd. ( TSE:4613 ) recently. Our analysis has...
分析記事 • Nov 14Kansai Paint Co., Ltd. Just Missed EPS By 52%: Here's What Analysts Think Will Happen NextIt's been a sad week for Kansai Paint Co., Ltd. ( TSE:4613 ), who've watched their investment drop 13% to JP¥2,094 in...
Buy Or Sell Opportunity • Nov 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥2,208. The fair value is estimated to be JP¥2,762, however this is not to be taken as a buy 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 34%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are forecast to decline by 1.2% per annum over the same time period.
Reported Earnings • Nov 09Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: JP¥19.85 (down from JP¥39.05 in 2Q 2024). Revenue: JP¥148.7b (up 8.1% from 2Q 2024). Net income: JP¥3.81b (down 57% from 2Q 2024). Profit margin: 2.6% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
分析記事 • Nov 05Estimating The Fair Value Of Kansai Paint Co., Ltd. (TSE:4613)Key Insights Kansai Paint's estimated fair value is JP¥2,901 based on 2 Stage Free Cash Flow to Equity Kansai Paint's...
分析記事 • Oct 11Kansai Paint Co., Ltd. (TSE:4613) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 11.3x Kansai Paint Co., Ltd. ( TSE:4613 ) may be sending bullish signals...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.4%).
分析記事 • Sep 19Does Kansai Paint (TSE:4613) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Aug 12First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: JP¥57.45 (down from JP¥165 in 1Q 2024). Revenue: JP¥145.4b (up 6.6% from 1Q 2024). Net income: JP¥11.9b (down 68% from 1Q 2024). Profit margin: 8.2% (down from 28% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 30%. Revenue is forecast to grow 4.0% 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 41% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
New Risk • Jul 25New 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 5.2% 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 Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results.
Declared Dividend • Jul 11Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (19% 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 decline by 26% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.
分析記事 • Jun 21A Look At The Fair Value Of Kansai Paint Co., Ltd. (TSE:4613)Key Insights Kansai Paint's estimated fair value is JP¥2,480 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 • Jun 06Kansai Paint (TSE:4613) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • May 31Kansai Paint Co., Ltd. (TSE:4613) announces an Equity Buyback for 40,000,000 shares, representing 19.01% for ¥80,000 million.Kansai Paint Co., Ltd. (TSE:4613) announces a share repurchase program. Under the program, the company will repurchase up to 40,000,000 shares, representing 19.01% of its issued share capital (excluding treasury stock), for ¥80,000 million. The purpose of the program is to improve capital efficiency and expand shareholder returns. Repurchased shares will be cancelled. The program will run until May 30, 2025. As of April 30, 2024, the company had 210,420,958 shares in issue (excluding treasury stock) and 512 shares in treasury.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,620, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Chemicals industry in Japan. Total loss to shareholders of 4.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,333 per share.
分析記事 • May 22There May Be Underlying Issues With The Quality Of Kansai Paint's (TSE:4613) EarningsKansai Paint Co., Ltd. ( TSE:4613 ) just reported some strong earnings, and the market reacted accordingly with a...
Price Target Changed • May 12Price target decreased by 7.7% to JP¥2,503Down from JP¥2,712, the current price target is an average from 8 analysts. New target price is 20% above last closing price of JP¥2,083. Stock is down 2.2% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥299 last year.
お知らせ • May 11Kansai Paint Co., Ltd approves to Pay Dividends of Surplus, Payable June 28, 2024Kansai Paint Co., Ltd. announced that it has resolved, at a meeting of the Board of Directors held on May 10, 2024, to pay dividends of surplus with a record date of March 31, 2024. The details are described below. Further, this resolution is to be proposed at the general meeting of shareholders to be held on June 27, 2024. Dividend Per share: JPY 22.00. Effective date June 28, 2024. Total amount of dividends JPY 4,629 million .Record date: March 31, 2024.
分析記事 • May 02Lacklustre Performance Is Driving Kansai Paint Co., Ltd.'s (TSE:4613) Low P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Kansai...
分析記事 • Apr 14With EPS Growth And More, Kansai Paint (TSE:4613) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
分析記事 • Mar 27Kansai Paint's (TSE:4613) Shareholders Will Receive A Bigger Dividend Than Last YearKansai Paint Co., Ltd. ( TSE:4613 ) will increase its dividend from last year's comparable payment on the 1st of July...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).
お知らせ • Mar 15Kansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2024Kansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2024.
分析記事 • Mar 13Kansai Paint (TSE:4613) Has Announced That It Will Be Increasing Its Dividend To ¥20.00Kansai Paint Co., Ltd.'s ( TSE:4613 ) dividend will be increasing from last year's payment of the same period to ¥20.00...
お知らせ • Mar 13+ 3 more updatesKansai Paint Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Kansai Paint Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025
お知らせ • Feb 28Kansai Paint Co., Ltd. Announces Management Changes, Effective April 1, 2024Kansai Paint Co., Ltd. announced that the Company determined the increase of representative at the meeting of the Board. Detail of the change: Scheduled date of the change is April 1, 2024. Representative Director and Senior Managing Executive Officer, and Chief of International Business Unit is NISHIBAYASHI Hitoshi (Present post - Director of the Board, Managing Executive Officer, and Chief of International Business Unit). Career of the new representative director, etc.: Born on May 31, 1963 . Career: April 1987 - Joined Kansai Paint, April 2015 - Deputy Head of Automotive Refinish, Decorative and Protective Coatings Business Div., April 2019 - Executive Officer, and Deputy General Manager of Corporate Business Development Div., June 2020 - Director of the Board, Managing Executive Officer, and Head of International Business Unit., July 2020 - Director of the Board, and Managing Executive Officer in charge of Corporate Planning & Finance, April 2021- Director of the Board, Managing Executive Officer, and Chief of International Business Unit (current).
分析記事 • Feb 27Kansai Paint's (TSE:4613) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will be paying its dividend of ¥20.00 on the 1st...
お知らせ • Feb 22Kansai Paint Co., Ltd. (TSE:4613) announces an Equity Buyback for 20,000,000 shares, representing 8.78% for ¥40,000 million.Kansai Paint Co., Ltd. (TSE:4613) announces a share repurchase program. Under the program, the company will repurchase up to 20,000,000 shares, representing 8.78% of its issued share capital (excluding treasury stock), for ¥40,000 million. The purpose of the program is improving capital efficiency such as ROE and net income per share (EPS) and increasing shareholder returns. Repurchased shares will be cancelled. The program will run until February 21, 2025. As of January 31, 2024, the company had 227,887,041 shares in issue (excluding treasury stock) and 10,736,229 shares in treasury.
Reported Earnings • Feb 10Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: JP¥33.10 (up from JP¥18.87 in 3Q 2023). Revenue: JP¥148.3b (up 12% from 3Q 2023). Net income: JP¥7.49b (up 70% from 3Q 2023). Profit margin: 5.1% (up from 3.3% in 3Q 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 4.3% 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 46% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
お知らせ • Feb 08+ 1 more updateKansai Paint Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Kansai Paint Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net sales of JPY 560,000 million, operating profit of JPY 50,000 million, profit attributable to owners of parent of JPY 64,000 million and basic earnings per share of JPY 282.12.
Buy Or Sell Opportunity • Feb 01Now 20% undervaluedOver the last 90 days, the stock has risen 11% to JP¥2,467. The fair value is estimated to be JP¥3,085, 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 44%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are forecast to decline by 19% per annum over the same time period.
お知らせ • Nov 11+ 1 more updateKansai Paint Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Kansai Paint Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net sales of JPY 550,000 million, operating profit of JPY 45,000 million, profit attributable to owners of parent of JPY 57,000 million and basic earnings per share of JPY 251.27.
Reported Earnings • Nov 10Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: JP¥39.05 (up from JP¥24.61 in 2Q 2023). Revenue: JP¥137.6b (up 5.6% from 2Q 2023). Net income: JP¥8.84b (up 49% from 2Q 2023). Profit margin: 6.4% (up from 4.5% in 2Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 1.5%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Buying Opportunity • Oct 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.0%. The fair value is estimated to be JP¥2,537, however this is not to be taken as a buy 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 36%. Revenue is forecast to grow by 6.5% in 2 years. Earnings is forecast to decline by 39% in the next 2 years.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥18.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).
New Risk • Aug 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 19% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥165 (vs JP¥25.18 in 1Q 2023)First quarter 2024 results: EPS: JP¥165 (up from JP¥25.18 in 1Q 2023). Revenue: JP¥136.4b (up 13% from 1Q 2023). Net income: JP¥37.6b (up 483% from 1Q 2023). Profit margin: 28% (up from 5.4% in 1Q 2023). Revenue is forecast to grow 3.5% 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 36% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Major Estimate Revision • Jul 19Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥176 to JP¥197. Revenue forecast steady at JP¥552.0b. Net income forecast to grow 78% next year vs 2.5% growth forecast for Chemicals industry in Japan. Consensus price target broadly unchanged at JP¥2,439. Share price rose 4.3% to JP¥2,178 over the past week.
