View Future GrowthJCU 過去の業績過去 基準チェック /46JCUは、平均年間9.4%の収益成長を遂げていますが、 Chemicals業界の収益は、年間 成長しています。収益は、平均年間5.4% 5.6%収益成長率で 成長しています。 JCUの自己資本利益率は16.6%であり、純利益率は30.6%です。主要情報9.42%収益成長率10.73%EPS成長率Chemicals 業界の成長6.58%収益成長率5.59%株主資本利益率16.63%ネット・マージン30.58%次回の業績アップデート06 Aug 2026最近の業績更新お知らせ • May 30JCU Corporation to Report Q1, 2027 Results on Aug 06, 2026JCU Corporation announced that they will report Q1, 2027 results on Aug 06, 2026Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥366 (up from JP¥298 in FY 2025). Revenue: JP¥29.7b (up 4.6% from FY 2025). Net income: JP¥9.07b (up 21% from FY 2025). Profit margin: 31% (up from 26% in FY 2025). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 09JCU Corporation to Report Fiscal Year 2026 Results on May 12, 2026JCU Corporation announced that they will report fiscal year 2026 results on May 12, 2026Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥89.54 (vs JP¥83.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥89.54 (up from JP¥83.66 in 3Q 2025). Revenue: JP¥7.26b (down 9.3% from 3Q 2025). Net income: JP¥2.22b (up 5.5% from 3Q 2025). Profit margin: 31% (up from 26% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.お知らせ • Dec 27JCU Corporation to Report Q3, 2026 Results on Feb 05, 2026JCU Corporation announced that they will report Q3, 2026 results on Feb 05, 2026分析記事 • Nov 25Investors Shouldn't Be Too Comfortable With JCU's (TSE:4975) EarningsDespite posting some strong earnings, the market for JCU Corporation's ( TSE:4975 ) stock hasn't moved much. We did...すべての更新を表示Recent updatesお知らせ • May 30JCU Corporation to Report Q1, 2027 Results on Aug 06, 2026JCU Corporation announced that they will report Q1, 2027 results on Aug 06, 2026ライブニュース • May 13JCU Targets Double-Digit Sales Growth and Doubles Dividend Despite Profit Slip GuidanceJCU Corporation reported higher sales, margins and profit for FY2026, with an improved balance sheet and cash position despite increased investment outflows. The company raised its annual dividend to ¥95 for FY2026 and is guiding to a further lift to ¥180 in FY2027. For the year to March 2027, JCU is forecasting double-digit growth in net sales but expects a slight decline in profit attributable to owners of parent, pointing to higher costs or a more conservative earnings stance. The combination of stronger recent profitability and a sharply higher planned dividend signals management’s willingness to return more cash to shareholders while continuing to invest. You do, however, need to weigh that higher payout against the company’s own guidance for a small profit slippage in FY2027, which could leave less room for error if costs rise faster than expected.Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥366 (up from JP¥298 in FY 2025). Revenue: JP¥29.7b (up 4.6% from FY 2025). Net income: JP¥9.07b (up 21% from FY 2025). Profit margin: 31% (up from 26% in FY 2025). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 12JCU Corporation, Annual General Meeting, Jun 25, 2026JCU Corporation, Annual General Meeting, Jun 25, 2026.お知らせ • May 09JCU Corporation to Report Fiscal Year 2026 Results on May 12, 2026JCU Corporation announced that they will report fiscal year 2026 results on May 12, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 12 June 2026. Payout ratio is a comfortable 23% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).New Risk • Mar 18New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Dividend per share is over 7x cash flows per share. Dividend yield: 1.8% 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: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 7x cash flows per share). Share price has been volatile over the past 3 months (6.2% average weekly change).Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥5,740, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 78% over the past three years.分析記事 • Feb 13JCU (TSE:4975) Will Pay A Larger Dividend Than Last Year At ¥54.00JCU Corporation ( TSE:4975 ) has announced that it will be increasing its dividend from last year's comparable payment...Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥89.54 (vs JP¥83.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥89.54 (up from JP¥83.66 in 3Q 2025). Revenue: JP¥7.26b (down 9.3% from 3Q 2025). Net income: JP¥2.22b (up 5.5% from 3Q 2025). Profit margin: 31% (up from 26% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.分析記事 • Jan 15Shareholders Are Optimistic That JCU (TSE:4975) Will Multiply In ValueWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...分析記事 • Dec 28JCU's (TSE:4975) Dividend Will Be ¥41.00JCU Corporation ( TSE:4975 ) will pay a dividend of ¥41.00 on the 12th of June. This takes the annual payment to 1.6...お知らせ • Dec 27JCU Corporation to Report Q3, 2026 Results on Feb 05, 2026JCU Corporation announced that they will report Q3, 2026 results on Feb 05, 2026Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥5,180, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 67% over the past three years.New Risk • Dec 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.7% 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 (41% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).分析記事 • Dec 03JCU's (TSE:4975) Dividend Will Be ¥41.00The board of JCU Corporation ( TSE:4975 ) has announced that it will pay a dividend of ¥41.00 per share on the 12th of...Declared Dividend • Dec 02First half dividend of JP¥41.00 announcedShareholders will receive a dividend of JP¥41.00. Ex-date: 30th March 2026 Payment date: 12th June 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 15% 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 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.分析記事 • Nov 25Investors Shouldn't Be Too Comfortable With JCU's (TSE:4975) EarningsDespite posting some strong earnings, the market for JCU Corporation's ( TSE:4975 ) stock hasn't moved much. We did...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥93.82 (vs JP¥74.18 in 2Q 2025)Second quarter 2026 results: EPS: JP¥93.82 (up from JP¥74.18 in 2Q 2025). Revenue: JP¥7.22b (up 5.8% from 2Q 2025). Net income: JP¥2.34b (up 25% from 2Q 2025). Profit margin: 32% (up from 28% in 2Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 4.9% 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 11% per year.分析記事 • Sep 23JCU (TSE:4975) Is Paying Out A Larger Dividend Than Last YearThe board of JCU Corporation ( TSE:4975 ) has announced that it will be paying its dividend of ¥41.00 on the 2nd of...お知らせ • Sep 23JCU Corporation to Report Q2, 2026 Results on Nov 07, 2025JCU Corporation announced that they will report Q2, 2026 results on Nov 07, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).分析記事 • Aug 15What JCU Corporation's (TSE:4975) 31% Share Price Gain Is Not Telling YouTSE:4975 1 Year Share Price vs Fair Value Explore JCU's Fair Values from the Community and select yours The JCU...分析記事 • Aug 12JCU (TSE:4975) Is Increasing Its Dividend To ¥41.00JCU Corporation's ( TSE:4975 ) dividend will be increasing from last year's payment of the same period to ¥41.00 on 2nd...お知らせ • Aug 08JCU Corporation (TSE:4975) announces an Equity Buyback for 600,000 shares, representing 2.41% for ¥1,500 million.JCU Corporation (TSE:4975) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 2.41% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The program is in line with shareholder return policy in the capital policy of the medium-term management plan "JCU VISION 2035 -1st stage. The repurchased shares will be cancelled. The program will continue through March 24, 2026. As of August 7, 2025, the company had 24,921,192 issued shares (excluding treasury stock) and 1,608,757 treasury shares.Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥81.22 (vs JP¥59.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥81.22 (up from JP¥59.53 in 1Q 2025). Revenue: JP¥7.04b (up 19% from 1Q 2025). Net income: JP¥2.02b (up 34% from 1Q 2025). Profit margin: 29% (up from 26% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% 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 8% per year whereas the company’s share price has increased by 4% per year.分析記事 • Jul 23JCU's (TSE:4975) Shareholders Will Receive A Bigger Dividend Than Last YearJCU Corporation ( TSE:4975 ) has announced that it will be increasing its dividend from last year's comparable payment...分析記事 • Jul 09JCU (TSE:4975) Is Increasing Its Dividend To ¥41.00JCU Corporation ( TSE:4975 ) has announced that it will be increasing its dividend from last year's comparable payment...Declared Dividend • Jul 09Final dividend of JP¥41.00 announcedShareholders will receive a dividend of JP¥41.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.5%, 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 (109% cash payout ratio). The dividend has increased by an average of 17% 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 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 13JCU Corporation to Report Q1, 2026 Results on Aug 07, 2025JCU Corporation announced that they will report Q1, 2026 results on Aug 07, 2025分析記事 • May 26JCU's (TSE:4975) Solid Profits Have Weak FundamentalsJCU Corporation's ( TSE:4975 ) robust earnings report didn't manage to move the market for its stock. Our analysis...New Risk • May 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 97% Dividend yield: 2.4% 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 (30% accrual ratio). Minor Risk Dividend is not well covered by cash flows (97% cash payout ratio).Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥298 (up from JP¥217 in FY 2024). Revenue: JP¥28.4b (up 14% from FY 2024). Net income: JP¥7.50b (up 36% from FY 2024). Profit margin: 26% (up from 22% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 2.2%. Revenue is forecast to grow 5.3% 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 4% 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 • May 13JCU Corporation, Annual General Meeting, Jun 26, 2025JCU Corporation, Annual General Meeting, Jun 26, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 12 June 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).お知らせ • Mar 01JCU Corporation to Report Fiscal Year 2025 Results on May 13, 2025JCU Corporation announced that they will report fiscal year 2025 results on May 13, 2025Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥83.66 (vs JP¥61.74 in 3Q 2024)Third quarter 2025 results: EPS: JP¥83.66 (up from JP¥61.74 in 3Q 2024). Revenue: JP¥8.00b (up 26% from 3Q 2024). Net income: JP¥2.10b (up 34% from 3Q 2024). Profit margin: 26% (up from 25% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Dec 10JCU Corporation to Report Q3, 2025 Results on Feb 06, 2025JCU Corporation announced that they will report Q3, 2025 results on Feb 06, 2025分析記事 • Nov 29These 4 Measures Indicate That JCU (TSE:4975) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥74.18 (vs JP¥48.19 in 2Q 2024)Second quarter 2025 results: EPS: JP¥74.18 (up from JP¥48.19 in 2Q 2024). Revenue: JP¥6.82b (up 21% from 2Q 2024). Net income: JP¥1.88b (up 52% from 2Q 2024). Profit margin: 28% (up from 22% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 7% per year.Upcoming Dividend • Sep 20Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.4%).お知らせ • Aug 27JCU Corporation to Report Q2, 2025 Results on Nov 07, 2024JCU Corporation announced that they will report Q2, 2025 results on Nov 07, 2024分析記事 • Aug 10JCU Corporation (TSE:4975) Just Reported, And Analysts Assigned A JP¥4,700 Price TargetJCU Corporation ( TSE:4975 ) came out with its first-quarter results last week, and we wanted to see how the business...Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥59.53 (vs JP¥36.84 in 1Q 2024)First quarter 2025 results: EPS: JP¥59.53 (up from JP¥36.84 in 1Q 2024). Revenue: JP¥5.91b (up 13% from 1Q 2024). Net income: JP¥1.51b (up 60% from 1Q 2024). Profit margin: 26% (up from 18% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 7% per year.お知らせ • Aug 07JCU Corporation (TSE:4975) announces an Equity Buyback for 700,000 shares, representing 2.76% for ¥1,500 million.JCU Corporation (TSE:4975) announces a share repurchase program. Under the program, the company will repurchase up to 700,000 shares, representing 2.76% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The purpose of the program is to cancellation of treasury stock in order to carry out a flexible capital policy. The repurchased shares will be cancelled. The program will continue through March 24, 2025. As of August 7, 2024, the company had 25,340,179 issued shares (excluding treasury stock) and 1,608,670 treasury shares.分析記事 • Aug 06At JP¥3,055, Is JCU Corporation (TSE:4975) Worth Looking At Closely?JCU Corporation ( TSE:4975 ), is not the largest company out there, but it saw significant share price movement during...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,055, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 19% over the past three years.Reported Earnings • May 12Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: JP¥217 (down from JP¥233 in FY 2023). Revenue: JP¥24.9b (down 8.4% from FY 2023). Net income: JP¥5.53b (down 8.0% from FY 2023). Profit margin: 22% (in line with FY 2023). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.4% 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 remained flat and the company’s share price has also remained flat.お知らせ • May 12JCU Corporation, Annual General Meeting, Jun 26, 2024JCU Corporation, Annual General Meeting, Jun 26, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).お知らせ • Mar 02JCU Corporation to Report Q4, 2024 Results on May 10, 2024JCU Corporation announced that they will report Q4, 2024 results on May 10, 2024Major Estimate Revision • Feb 14Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥25.0b to JP¥24.0b. EPS estimate rose from JP¥188 to JP¥217. Net income forecast to grow 47% next year vs 20% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥5,000 unchanged from last update. Share price rose 4.2% to JP¥3,955 over the past week.Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥61.74 (vs JP¥70.62 in 3Q 2023)Third quarter 2024 results: EPS: JP¥61.74 (down from JP¥70.62 in 3Q 2023). Revenue: JP¥6.35b (down 16% from 3Q 2023). Net income: JP¥1.57b (down 14% from 3Q 2023). Profit margin: 25% (in line with 3Q 2023). Revenue is forecast to grow 13% 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 3% per year whereas the company’s share price has increased by 4% per year.お知らせ • Nov 29JCU Corporation to Report Q3, 2024 Results on Feb 07, 2024JCU Corporation announced that they will report Q3, 2024 results on Feb 07, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥48.18 (vs JP¥66.28 in 2Q 2023)Second quarter 2024 results: EPS: JP¥48.18 (down from JP¥66.28 in 2Q 2023). Revenue: JP¥5.64b (down 19% from 2Q 2023). Net income: JP¥1.23b (down 28% from 2Q 2023). Profit margin: 22% (down from 25% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% 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 increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).お知らせ • Aug 05JCU Corporation to Report Q2, 2024 Results on Nov 07, 2023JCU Corporation announced that they will report Q2, 2024 results on Nov 07, 2023お知らせ • Aug 04JCU Corporation (TSE:4975) announces an Equity Buyback for 450,000 shares, representing 1.65% for ¥1,000 million.JCU Corporation (TSE:4975) announces a share repurchase program. Under the program, the company will repurchase up to 450,000 shares, representing 1.65% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to cancellation of treasury stock in order to carry out a flexible capital policy. The repurchased shares will be cancelled. The program will continue through January 31, 2024. As of August 3, 2023, the company had 27,235,477 issued shares (excluding treasury stock) and 1,608,570 treasury shares.Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥36.84 (vs JP¥61.97 in 1Q 2023)First quarter 2024 results: EPS: JP¥36.84 (down from JP¥61.97 in 1Q 2023). Revenue: JP¥5.23b (down 15% from 1Q 2023). Net income: JP¥944.0m (down 41% from 1Q 2023). Profit margin: 18% (down from 26% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.1% 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 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • May 28JCU Corporation to Report Q1, 2024 Results on Aug 03, 2023JCU Corporation announced that they will report Q1, 2024 results on Aug 03, 2023Major Estimate Revision • May 19Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥28.0b to JP¥25.0b. EPS estimate fell from JP¥252 to JP¥187 per share. Net income forecast to shrink 20% next year vs 4.0% growth forecast for Chemicals industry in Japan . Consensus price target of JP¥5,000 unchanged from last update. Share price rose 4.9% to JP¥3,455 over the past week.Reported Earnings • May 13Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥233 (down from JP¥244 in FY 2022). Revenue: JP¥27.1b (up 12% from FY 2022). Net income: JP¥6.01b (down 5.6% from FY 2022). Profit margin: 22% (down from 26% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 6.4%. Revenue is forecast to grow 6.3% 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 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • May 13JCU Corporation, Annual General Meeting, Jun 28, 2023JCU Corporation, Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 14 June 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥70.62 (vs JP¥59.14 in 3Q 2022)Third quarter 2023 results: EPS: JP¥70.62 (up from JP¥59.14 in 3Q 2022). Revenue: JP¥7.59b (up 23% from 3Q 2022). Net income: JP¥1.83b (up 19% from 3Q 2022). Profit margin: 24% (in line with 3Q 2022). Revenue is forecast to grow 7.4% 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 increased by 20% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.お知らせ • Nov 27JCU Corporation to Report Q3, 2023 Results on Feb 03, 2023JCU Corporation announced that they will report Q3, 2023 results on Feb 03, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥66.28 (vs JP¥64.37 in 2Q 2022)Second quarter 2023 results: EPS: JP¥66.28 (up from JP¥64.37 in 2Q 2022). Revenue: JP¥6.96b (up 13% from 2Q 2022). Net income: JP¥1.72b (up 1.8% from 2Q 2022). Profit margin: 25% (down from 28% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% 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 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. No independent directors (6 non-independent directors). MD, Managing Executive Officer, GM of Administration Headquarters & Director Hirofumi Ikegawa was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Nov 09JCU Corporation (TSE:4975) announces an Equity Buyback for 450,000 shares, representing 1.73% for ¥1,000 million.JCU Corporation (TSE:4975) announces a share repurchase program. Under the program, the company will repurchase up to 450,000 shares, representing 1.73% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to cancellation of treasury stock in order to carry out a flexible capital policy. The repurchased shares will be cancelled. The program will continue through March 31, 2023. As of November 7, 2022, the company had 25,939,003 issued shares (excluding treasury stock) and 1,608,474 treasury shares.Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥66.28 (vs JP¥64.37 in 2Q 2022)Second quarter 2023 results: EPS: JP¥66.28 (up from JP¥64.37 in 2Q 2022). Revenue: JP¥6.96b (up 13% from 2Q 2022). Net income: JP¥1.72b (up 1.8% from 2Q 2022). Profit margin: 25% (down from 28% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% 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 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).お知らせ • Aug 26JCU Corporation to Report Q2, 2023 Results on Nov 07, 2022JCU Corporation announced that they will report Q2, 2023 results on Nov 07, 2022Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥61.97 (vs JP¥52.94 in 1Q 2022)First quarter 2023 results: EPS: JP¥61.97 (up from JP¥52.94 in 1Q 2022). Revenue: JP¥6.16b (up 12% from 1Q 2022). Net income: JP¥1.61b (up 16% from 1Q 2022). Profit margin: 26% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 11%, compared to a 9.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.お知らせ • Jun 09JCU Corporation to Report Q1, 2023 Results on Aug 03, 2022JCU Corporation announced that they will report Q1, 2023 results on Aug 03, 2022Reported Earnings • May 13Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥244 (up from JP¥178 in FY 2021). Revenue: JP¥24.3b (up 14% from FY 2021). Net income: JP¥6.37b (up 35% from FY 2021). Profit margin: 26% (up from 22% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.8%. Over the next year, revenue is forecast to grow 10.0%, compared to a 7.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13JCU Corporation, Annual General Meeting, Jun 28, 2022JCU Corporation, Annual General Meeting, Jun 28, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). Standing Corporate Auditor Takashi Nakazawa was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08JCU Corporation to Report Fiscal Year 2022 Results on May 11, 2022JCU Corporation announced that they will report fiscal year 2022 results on May 11, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 10 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.6%).Reported Earnings • Feb 07Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥59.14 (up from JP¥52.86 in 3Q 2021). Revenue: JP¥6.19b (up 7.6% from 3Q 2021). Net income: JP¥1.54b (up 11% from 3Q 2021). Profit margin: 25% (in line with 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 10%, compared to a 6.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 05Second quarter 2022 earnings released: EPS JP¥64.36 (vs JP¥39.24 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥6.14b (up 29% from 2Q 2021). Net income: JP¥1.69b (up 62% from 2Q 2021). Profit margin: 28% (up from 22% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.9%).Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥4,750, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,335 per share.お知らせ • Aug 05JCU Corporation (TSE:4975) announces an Equity Buyback for 470,000 shares, representing 1.69% for ¥1,500 million.JCU Corporation (TSE:4975) announces a share repurchase program. Under the program, the company will repurchase 470,000 shares, representing 1.69% of its share capital, for ¥1,500 million. The company will repurchase its shares in order to carry out agile capital policy. The repurchased treasury shares will be cancelled. The program will run until March 31, 2022. As of August 4, 2021, the company had 27,865,318 shares in issue(excluding treasury shares) and 1,608,440 shares in treasury.Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥52.94 (vs JP¥36.63 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.52b (up 12% from 1Q 2021). Net income: JP¥1.39b (up 43% from 1Q 2021). Profit margin: 25% (up from 20% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥178 (vs JP¥164 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥21.2b (down 5.0% from FY 2020). Net income: JP¥4.71b (up 6.6% from FY 2020). Profit margin: 22% (up from 20% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 11 June 2021. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.8%).お知らせ • Mar 04JCU Corporation to Report Fiscal Year 2021 Results on May 10, 2021JCU Corporation announced that they will report fiscal year 2021 results on May 10, 2021Is New 90 Day High Low • Feb 17New 90-day low: JP¥3,445The company is down 1.0% from its price of JP¥3,475 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,854 per share.Reported Earnings • Feb 05Third quarter 2021 earnings released: EPS JP¥52.86 (vs JP¥48.14 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥5.75b (down 1.5% from 3Q 2020). Net income: JP¥1.39b (up 7.2% from 3Q 2020). Profit margin: 24% (up from 22% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.Analyst Estimate Surprise Post Earnings • Feb 05Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 5.6%, compared to a 6.0% growth forecast for the Chemicals industry in Japan.Is New 90 Day High Low • Jan 25New 90-day high: JP¥4,040The company is up 21% from its price of JP¥3,345 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,746 per share.Is New 90 Day High Low • Dec 29New 90-day high: JP¥3,990The company is up 15% from its price of JP¥3,460 on 30 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,752 per share.お知らせ • Dec 03JCU Corporation to Report Q3, 2021 Results on Feb 03, 2021JCU Corporation announced that they will report Q3, 2021 results on Feb 03, 2021Is New 90 Day High Low • Dec 01New 90-day high: JP¥3,855The company is up 9.0% from its price of JP¥3,530 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,277 per share.Price Target Changed • Dec 01Price target raised to JP¥3,350Up from JP¥2,900, the current price target is an average from 3 analysts. The new target price is 13% below the current share price of JP¥3,855. As of last close, the stock is up 30% over the past year.お知らせ • Sep 12JCU Corporation to Report Q2, 2021 Results on Nov 04, 2020JCU Corporation announced that they will report Q2, 2021 results on Nov 04, 2020収支内訳JCU の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史TSE:4975 収益、費用、利益 ( )JPY Millions日付収益収益G+A経費研究開発費31 Mar 2629,6729,0747,717031 Dec 2529,1388,5887,612030 Sep 2529,8788,4727,517030 Jun 2529,4818,0137,512031 Mar 2528,3567,4977,486031 Dec 2428,3797,2717,209030 Sep 2426,7316,7387,048030 Jun 2425,5466,0946,822031 Mar 2424,8595,5306,614031 Dec 2323,6474,6056,617030 Sep 2324,8844,8646,640030 Jun 2326,2025,3506,673031 Mar 2327,1376,0136,709031 Dec 2227,1176,9046,706030 Sep 2225,7196,6186,594030 Jun 2224,8996,5876,442031 Mar 2224,2566,3706,344031 Dec 2123,6095,9256,188030 Sep 2123,1735,7746,135030 Jun 2121,7885,1266,073031 Mar 2121,1924,7086,018031 Dec 2021,7224,4956,247030 Sep 2021,8084,4016,336030 Jun 2022,4474,4806,545031 Mar 2022,3194,4166,715031 Dec 1921,3384,3156,588030 Sep 1921,9724,4316,623030 Jun 1923,0604,5836,651031 Mar 1924,8664,9636,770031 Dec 1826,3345,1766,860030 Sep 1825,9435,2176,879030 Jun 1824,9555,2096,810031 Mar 1823,1204,9066,770031 Dec 1721,2434,8956,687030 Sep 1720,5014,6906,581030 Jun 1720,9264,5406,527031 Mar 1720,7604,1246,446031 Dec 1620,9923,7526,497030 Sep 1620,4043,4876,677030 Jun 1619,7953,2366,859031 Mar 1619,8183,4106,875031 Dec 1519,7523,2946,877030 Sep 1520,3473,3686,757030 Jun 1520,0673,4766,5110質の高い収益: 4975 非現金収入 のレベルが高いです。利益率の向上: 4975の現在の純利益率 (30.6%)は、昨年(26.4%)よりも高くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: 4975の収益は過去 5 年間で年間9.4%増加しました。成長の加速: 4975の過去 1 年間の収益成長率 ( 21% ) は、5 年間の平均 ( 年間9.4%を上回っています。収益対業界: 4975の過去 1 年間の収益成長率 ( 21% ) はChemicals業界11%を上回りました。株主資本利益率高いROE: 4975の 自己資本利益率 ( 16.6% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/09 14:10終値2026/06/09 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JCU Corporation 1 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。9 アナリスト機関Takashi EnomotoBofA Global ResearchJiro KojimaDaiwa Securities Co. Ltd.Yui MikamiDaiwa Securities Co. Ltd.6 その他のアナリストを表示
お知らせ • May 30JCU Corporation to Report Q1, 2027 Results on Aug 06, 2026JCU Corporation announced that they will report Q1, 2027 results on Aug 06, 2026
Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥366 (up from JP¥298 in FY 2025). Revenue: JP¥29.7b (up 4.6% from FY 2025). Net income: JP¥9.07b (up 21% from FY 2025). Profit margin: 31% (up from 26% in FY 2025). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 09JCU Corporation to Report Fiscal Year 2026 Results on May 12, 2026JCU Corporation announced that they will report fiscal year 2026 results on May 12, 2026
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥89.54 (vs JP¥83.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥89.54 (up from JP¥83.66 in 3Q 2025). Revenue: JP¥7.26b (down 9.3% from 3Q 2025). Net income: JP¥2.22b (up 5.5% from 3Q 2025). Profit margin: 31% (up from 26% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.
お知らせ • Dec 27JCU Corporation to Report Q3, 2026 Results on Feb 05, 2026JCU Corporation announced that they will report Q3, 2026 results on Feb 05, 2026
分析記事 • Nov 25Investors Shouldn't Be Too Comfortable With JCU's (TSE:4975) EarningsDespite posting some strong earnings, the market for JCU Corporation's ( TSE:4975 ) stock hasn't moved much. We did...
お知らせ • May 30JCU Corporation to Report Q1, 2027 Results on Aug 06, 2026JCU Corporation announced that they will report Q1, 2027 results on Aug 06, 2026
ライブニュース • May 13JCU Targets Double-Digit Sales Growth and Doubles Dividend Despite Profit Slip GuidanceJCU Corporation reported higher sales, margins and profit for FY2026, with an improved balance sheet and cash position despite increased investment outflows. The company raised its annual dividend to ¥95 for FY2026 and is guiding to a further lift to ¥180 in FY2027. For the year to March 2027, JCU is forecasting double-digit growth in net sales but expects a slight decline in profit attributable to owners of parent, pointing to higher costs or a more conservative earnings stance. The combination of stronger recent profitability and a sharply higher planned dividend signals management’s willingness to return more cash to shareholders while continuing to invest. You do, however, need to weigh that higher payout against the company’s own guidance for a small profit slippage in FY2027, which could leave less room for error if costs rise faster than expected.
Reported Earnings • May 13Full year 2026 earnings: EPS and revenues exceed analyst expectationsFull year 2026 results: EPS: JP¥366 (up from JP¥298 in FY 2025). Revenue: JP¥29.7b (up 4.6% from FY 2025). Net income: JP¥9.07b (up 21% from FY 2025). Profit margin: 31% (up from 26% in FY 2025). The increase in margin was primarily driven by higher revenue. Revenue exceeded analyst estimates by 1.6%. Earnings per share (EPS) also surpassed analyst estimates by 2.6%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 12JCU Corporation, Annual General Meeting, Jun 25, 2026JCU Corporation, Annual General Meeting, Jun 25, 2026.
お知らせ • May 09JCU Corporation to Report Fiscal Year 2026 Results on May 12, 2026JCU Corporation announced that they will report fiscal year 2026 results on May 12, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 12 June 2026. Payout ratio is a comfortable 23% but the company is paying out more than the cash it is generating. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).
New Risk • Mar 18New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Dividend per share is over 7x cash flows per share. Dividend yield: 1.8% 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: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 7x cash flows per share). Share price has been volatile over the past 3 months (6.2% average weekly change).
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to JP¥5,740, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 78% over the past three years.
分析記事 • Feb 13JCU (TSE:4975) Will Pay A Larger Dividend Than Last Year At ¥54.00JCU Corporation ( TSE:4975 ) has announced that it will be increasing its dividend from last year's comparable payment...
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥89.54 (vs JP¥83.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥89.54 (up from JP¥83.66 in 3Q 2025). Revenue: JP¥7.26b (down 9.3% from 3Q 2025). Net income: JP¥2.22b (up 5.5% from 3Q 2025). Profit margin: 31% (up from 26% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 21% per year.
分析記事 • Jan 15Shareholders Are Optimistic That JCU (TSE:4975) Will Multiply In ValueWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? One...
分析記事 • Dec 28JCU's (TSE:4975) Dividend Will Be ¥41.00JCU Corporation ( TSE:4975 ) will pay a dividend of ¥41.00 on the 12th of June. This takes the annual payment to 1.6...
お知らせ • Dec 27JCU Corporation to Report Q3, 2026 Results on Feb 05, 2026JCU Corporation announced that they will report Q3, 2026 results on Feb 05, 2026
Valuation Update With 7 Day Price Move • Dec 11Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥5,180, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 67% over the past three years.
New Risk • Dec 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.7% 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 (41% accrual ratio). Minor Risk Share price has been volatile over the past 3 months (6.7% average weekly change).
分析記事 • Dec 03JCU's (TSE:4975) Dividend Will Be ¥41.00The board of JCU Corporation ( TSE:4975 ) has announced that it will pay a dividend of ¥41.00 per share on the 12th of...
Declared Dividend • Dec 02First half dividend of JP¥41.00 announcedShareholders will receive a dividend of JP¥41.00. Ex-date: 30th March 2026 Payment date: 12th June 2026 Dividend yield will be 1.9%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (11% earnings payout ratio) but not covered by cash flows (dividend approximately 5x free cash flows). The dividend has increased by an average of 15% 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 15% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 25Investors Shouldn't Be Too Comfortable With JCU's (TSE:4975) EarningsDespite posting some strong earnings, the market for JCU Corporation's ( TSE:4975 ) stock hasn't moved much. We did...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥93.82 (vs JP¥74.18 in 2Q 2025)Second quarter 2026 results: EPS: JP¥93.82 (up from JP¥74.18 in 2Q 2025). Revenue: JP¥7.22b (up 5.8% from 2Q 2025). Net income: JP¥2.34b (up 25% from 2Q 2025). Profit margin: 32% (up from 28% in 2Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 4.9% 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 11% per year.
分析記事 • Sep 23JCU (TSE:4975) Is Paying Out A Larger Dividend Than Last YearThe board of JCU Corporation ( TSE:4975 ) has announced that it will be paying its dividend of ¥41.00 on the 2nd of...
お知らせ • Sep 23JCU Corporation to Report Q2, 2026 Results on Nov 07, 2025JCU Corporation announced that they will report Q2, 2026 results on Nov 07, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 24% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).
分析記事 • Aug 15What JCU Corporation's (TSE:4975) 31% Share Price Gain Is Not Telling YouTSE:4975 1 Year Share Price vs Fair Value Explore JCU's Fair Values from the Community and select yours The JCU...
分析記事 • Aug 12JCU (TSE:4975) Is Increasing Its Dividend To ¥41.00JCU Corporation's ( TSE:4975 ) dividend will be increasing from last year's payment of the same period to ¥41.00 on 2nd...
お知らせ • Aug 08JCU Corporation (TSE:4975) announces an Equity Buyback for 600,000 shares, representing 2.41% for ¥1,500 million.JCU Corporation (TSE:4975) announces a share repurchase program. Under the program, the company will repurchase up to 600,000 shares, representing 2.41% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The program is in line with shareholder return policy in the capital policy of the medium-term management plan "JCU VISION 2035 -1st stage. The repurchased shares will be cancelled. The program will continue through March 24, 2026. As of August 7, 2025, the company had 24,921,192 issued shares (excluding treasury stock) and 1,608,757 treasury shares.
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥81.22 (vs JP¥59.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥81.22 (up from JP¥59.53 in 1Q 2025). Revenue: JP¥7.04b (up 19% from 1Q 2025). Net income: JP¥2.02b (up 34% from 1Q 2025). Profit margin: 29% (up from 26% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% 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 8% per year whereas the company’s share price has increased by 4% per year.
分析記事 • Jul 23JCU's (TSE:4975) Shareholders Will Receive A Bigger Dividend Than Last YearJCU Corporation ( TSE:4975 ) has announced that it will be increasing its dividend from last year's comparable payment...
分析記事 • Jul 09JCU (TSE:4975) Is Increasing Its Dividend To ¥41.00JCU Corporation ( TSE:4975 ) has announced that it will be increasing its dividend from last year's comparable payment...
Declared Dividend • Jul 09Final dividend of JP¥41.00 announcedShareholders will receive a dividend of JP¥41.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.5%, 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 (109% cash payout ratio). The dividend has increased by an average of 17% 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 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 13JCU Corporation to Report Q1, 2026 Results on Aug 07, 2025JCU Corporation announced that they will report Q1, 2026 results on Aug 07, 2025
分析記事 • May 26JCU's (TSE:4975) Solid Profits Have Weak FundamentalsJCU Corporation's ( TSE:4975 ) robust earnings report didn't manage to move the market for its stock. Our analysis...
New Risk • May 26New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 97% Dividend yield: 2.4% 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 (30% accrual ratio). Minor Risk Dividend is not well covered by cash flows (97% cash payout ratio).
Reported Earnings • May 15Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: JP¥298 (up from JP¥217 in FY 2024). Revenue: JP¥28.4b (up 14% from FY 2024). Net income: JP¥7.50b (up 36% from FY 2024). Profit margin: 26% (up from 22% in FY 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 2.2%. Revenue is forecast to grow 5.3% 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 4% 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 • May 13JCU Corporation, Annual General Meeting, Jun 26, 2025JCU Corporation, Annual General Meeting, Jun 26, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 12 June 2025. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).
お知らせ • Mar 01JCU Corporation to Report Fiscal Year 2025 Results on May 13, 2025JCU Corporation announced that they will report fiscal year 2025 results on May 13, 2025
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥83.66 (vs JP¥61.74 in 3Q 2024)Third quarter 2025 results: EPS: JP¥83.66 (up from JP¥61.74 in 3Q 2024). Revenue: JP¥8.00b (up 26% from 3Q 2024). Net income: JP¥2.10b (up 34% from 3Q 2024). Profit margin: 26% (up from 25% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Dec 10JCU Corporation to Report Q3, 2025 Results on Feb 06, 2025JCU Corporation announced that they will report Q3, 2025 results on Feb 06, 2025
分析記事 • Nov 29These 4 Measures Indicate That JCU (TSE:4975) Is Using Debt SafelyDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
Reported Earnings • Nov 09Second quarter 2025 earnings released: EPS: JP¥74.18 (vs JP¥48.19 in 2Q 2024)Second quarter 2025 results: EPS: JP¥74.18 (up from JP¥48.19 in 2Q 2024). Revenue: JP¥6.82b (up 21% from 2Q 2024). Net income: JP¥1.88b (up 52% from 2Q 2024). Profit margin: 28% (up from 22% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 7% per year.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.4%).
お知らせ • Aug 27JCU Corporation to Report Q2, 2025 Results on Nov 07, 2024JCU Corporation announced that they will report Q2, 2025 results on Nov 07, 2024
分析記事 • Aug 10JCU Corporation (TSE:4975) Just Reported, And Analysts Assigned A JP¥4,700 Price TargetJCU Corporation ( TSE:4975 ) came out with its first-quarter results last week, and we wanted to see how the business...
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥59.53 (vs JP¥36.84 in 1Q 2024)First quarter 2025 results: EPS: JP¥59.53 (up from JP¥36.84 in 1Q 2024). Revenue: JP¥5.91b (up 13% from 1Q 2024). Net income: JP¥1.51b (up 60% from 1Q 2024). Profit margin: 26% (up from 18% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 7% per year.
お知らせ • Aug 07JCU Corporation (TSE:4975) announces an Equity Buyback for 700,000 shares, representing 2.76% for ¥1,500 million.JCU Corporation (TSE:4975) announces a share repurchase program. Under the program, the company will repurchase up to 700,000 shares, representing 2.76% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,500 million. The purpose of the program is to cancellation of treasury stock in order to carry out a flexible capital policy. The repurchased shares will be cancelled. The program will continue through March 24, 2025. As of August 7, 2024, the company had 25,340,179 issued shares (excluding treasury stock) and 1,608,670 treasury shares.
分析記事 • Aug 06At JP¥3,055, Is JCU Corporation (TSE:4975) Worth Looking At Closely?JCU Corporation ( TSE:4975 ), is not the largest company out there, but it saw significant share price movement during...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥3,055, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 19% over the past three years.
Reported Earnings • May 12Full year 2024 earnings: EPS in line with analyst expectations despite revenue beatFull year 2024 results: EPS: JP¥217 (down from JP¥233 in FY 2023). Revenue: JP¥24.9b (down 8.4% from FY 2023). Net income: JP¥5.53b (down 8.0% from FY 2023). Profit margin: 22% (in line with FY 2023). Revenue exceeded analyst estimates by 3.6%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 9.4% 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 remained flat and the company’s share price has also remained flat.
お知らせ • May 12JCU Corporation, Annual General Meeting, Jun 26, 2024JCU Corporation, Annual General Meeting, Jun 26, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 14 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).
お知らせ • Mar 02JCU Corporation to Report Q4, 2024 Results on May 10, 2024JCU Corporation announced that they will report Q4, 2024 results on May 10, 2024
Major Estimate Revision • Feb 14Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2024 has been updated. 2024 revenue forecast fell from JP¥25.0b to JP¥24.0b. EPS estimate rose from JP¥188 to JP¥217. Net income forecast to grow 47% next year vs 20% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥5,000 unchanged from last update. Share price rose 4.2% to JP¥3,955 over the past week.
Reported Earnings • Feb 09Third quarter 2024 earnings released: EPS: JP¥61.74 (vs JP¥70.62 in 3Q 2023)Third quarter 2024 results: EPS: JP¥61.74 (down from JP¥70.62 in 3Q 2023). Revenue: JP¥6.35b (down 16% from 3Q 2023). Net income: JP¥1.57b (down 14% from 3Q 2023). Profit margin: 25% (in line with 3Q 2023). Revenue is forecast to grow 13% 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 3% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Nov 29JCU Corporation to Report Q3, 2024 Results on Feb 07, 2024JCU Corporation announced that they will report Q3, 2024 results on Feb 07, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥48.18 (vs JP¥66.28 in 2Q 2023)Second quarter 2024 results: EPS: JP¥48.18 (down from JP¥66.28 in 2Q 2023). Revenue: JP¥5.64b (down 19% from 2Q 2023). Net income: JP¥1.23b (down 28% from 2Q 2023). Profit margin: 22% (down from 25% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% 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 increased by 9% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥35.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).
お知らせ • Aug 05JCU Corporation to Report Q2, 2024 Results on Nov 07, 2023JCU Corporation announced that they will report Q2, 2024 results on Nov 07, 2023
お知らせ • Aug 04JCU Corporation (TSE:4975) announces an Equity Buyback for 450,000 shares, representing 1.65% for ¥1,000 million.JCU Corporation (TSE:4975) announces a share repurchase program. Under the program, the company will repurchase up to 450,000 shares, representing 1.65% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to cancellation of treasury stock in order to carry out a flexible capital policy. The repurchased shares will be cancelled. The program will continue through January 31, 2024. As of August 3, 2023, the company had 27,235,477 issued shares (excluding treasury stock) and 1,608,570 treasury shares.
Reported Earnings • Aug 04First quarter 2024 earnings released: EPS: JP¥36.84 (vs JP¥61.97 in 1Q 2023)First quarter 2024 results: EPS: JP¥36.84 (down from JP¥61.97 in 1Q 2023). Revenue: JP¥5.23b (down 15% from 1Q 2023). Net income: JP¥944.0m (down 41% from 1Q 2023). Profit margin: 18% (down from 26% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.1% 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 14% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • May 28JCU Corporation to Report Q1, 2024 Results on Aug 03, 2023JCU Corporation announced that they will report Q1, 2024 results on Aug 03, 2023
Major Estimate Revision • May 19Consensus revenue estimates fall by 11%The consensus outlook for revenues in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from JP¥28.0b to JP¥25.0b. EPS estimate fell from JP¥252 to JP¥187 per share. Net income forecast to shrink 20% next year vs 4.0% growth forecast for Chemicals industry in Japan . Consensus price target of JP¥5,000 unchanged from last update. Share price rose 4.9% to JP¥3,455 over the past week.
Reported Earnings • May 13Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: EPS: JP¥233 (down from JP¥244 in FY 2022). Revenue: JP¥27.1b (up 12% from FY 2022). Net income: JP¥6.01b (down 5.6% from FY 2022). Profit margin: 22% (down from 26% in FY 2022). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 6.4%. Revenue is forecast to grow 6.3% 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 18% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • May 13JCU Corporation, Annual General Meeting, Jun 28, 2023JCU Corporation, Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥33.00 per share at 2.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 14 June 2023. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥70.62 (vs JP¥59.14 in 3Q 2022)Third quarter 2023 results: EPS: JP¥70.62 (up from JP¥59.14 in 3Q 2022). Revenue: JP¥7.59b (up 23% from 3Q 2022). Net income: JP¥1.83b (up 19% from 3Q 2022). Profit margin: 24% (in line with 3Q 2022). Revenue is forecast to grow 7.4% 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 increased by 20% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
お知らせ • Nov 27JCU Corporation to Report Q3, 2023 Results on Feb 03, 2023JCU Corporation announced that they will report Q3, 2023 results on Feb 03, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥66.28 (vs JP¥64.37 in 2Q 2022)Second quarter 2023 results: EPS: JP¥66.28 (up from JP¥64.37 in 2Q 2022). Revenue: JP¥6.96b (up 13% from 2Q 2022). Net income: JP¥1.72b (up 1.8% from 2Q 2022). Profit margin: 25% (down from 28% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% 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 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 2 highly experienced directors. No independent directors (6 non-independent directors). MD, Managing Executive Officer, GM of Administration Headquarters & Director Hirofumi Ikegawa was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Nov 09JCU Corporation (TSE:4975) announces an Equity Buyback for 450,000 shares, representing 1.73% for ¥1,000 million.JCU Corporation (TSE:4975) announces a share repurchase program. Under the program, the company will repurchase up to 450,000 shares, representing 1.73% of its issued share capital (excluding treasury stock), for a total purchase price of ¥1,000 million. The purpose of the program is to cancellation of treasury stock in order to carry out a flexible capital policy. The repurchased shares will be cancelled. The program will continue through March 31, 2023. As of November 7, 2022, the company had 25,939,003 issued shares (excluding treasury stock) and 1,608,474 treasury shares.
Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥66.28 (vs JP¥64.37 in 2Q 2022)Second quarter 2023 results: EPS: JP¥66.28 (up from JP¥64.37 in 2Q 2022). Revenue: JP¥6.96b (up 13% from 2Q 2022). Net income: JP¥1.72b (up 1.8% from 2Q 2022). Profit margin: 25% (down from 28% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% 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 19% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥33.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).
お知らせ • Aug 26JCU Corporation to Report Q2, 2023 Results on Nov 07, 2022JCU Corporation announced that they will report Q2, 2023 results on Nov 07, 2022
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥61.97 (vs JP¥52.94 in 1Q 2022)First quarter 2023 results: EPS: JP¥61.97 (up from JP¥52.94 in 1Q 2022). Revenue: JP¥6.16b (up 12% from 1Q 2022). Net income: JP¥1.61b (up 16% from 1Q 2022). Profit margin: 26% (in line with 1Q 2022). Over the next year, revenue is forecast to grow 11%, compared to a 9.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 22% per year.
お知らせ • Jun 09JCU Corporation to Report Q1, 2023 Results on Aug 03, 2022JCU Corporation announced that they will report Q1, 2023 results on Aug 03, 2022
Reported Earnings • May 13Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥244 (up from JP¥178 in FY 2021). Revenue: JP¥24.3b (up 14% from FY 2021). Net income: JP¥6.37b (up 35% from FY 2021). Profit margin: 26% (up from 22% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.8%. Over the next year, revenue is forecast to grow 10.0%, compared to a 7.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13JCU Corporation, Annual General Meeting, Jun 28, 2022JCU Corporation, Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. No highly experienced directors. No independent directors (5 non-independent directors). Standing Corporate Auditor Takashi Nakazawa was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08JCU Corporation to Report Fiscal Year 2022 Results on May 11, 2022JCU Corporation announced that they will report fiscal year 2022 results on May 11, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 10 June 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.6%).
Reported Earnings • Feb 07Third quarter 2022 earnings: EPS exceeds analyst expectationsThird quarter 2022 results: EPS: JP¥59.14 (up from JP¥52.86 in 3Q 2021). Revenue: JP¥6.19b (up 7.6% from 3Q 2021). Net income: JP¥1.54b (up 11% from 3Q 2021). Profit margin: 25% (in line with 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 3.6%. Over the next year, revenue is forecast to grow 10%, compared to a 6.8% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 05Second quarter 2022 earnings released: EPS JP¥64.36 (vs JP¥39.24 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥6.14b (up 29% from 2Q 2021). Net income: JP¥1.69b (up 62% from 2Q 2021). Profit margin: 28% (up from 22% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 07 December 2021. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (1.9%).
Valuation Update With 7 Day Price Move • Sep 14Investor sentiment improved over the past weekAfter last week's 17% share price gain to JP¥4,750, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 93% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥6,335 per share.
お知らせ • Aug 05JCU Corporation (TSE:4975) announces an Equity Buyback for 470,000 shares, representing 1.69% for ¥1,500 million.JCU Corporation (TSE:4975) announces a share repurchase program. Under the program, the company will repurchase 470,000 shares, representing 1.69% of its share capital, for ¥1,500 million. The company will repurchase its shares in order to carry out agile capital policy. The repurchased treasury shares will be cancelled. The program will run until March 31, 2022. As of August 4, 2021, the company had 27,865,318 shares in issue(excluding treasury shares) and 1,608,440 shares in treasury.
Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥52.94 (vs JP¥36.63 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥5.52b (up 12% from 1Q 2021). Net income: JP¥1.39b (up 43% from 1Q 2021). Profit margin: 25% (up from 20% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥178 (vs JP¥164 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥21.2b (down 5.0% from FY 2020). Net income: JP¥4.71b (up 6.6% from FY 2020). Profit margin: 22% (up from 20% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 11 June 2021. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.8%).
お知らせ • Mar 04JCU Corporation to Report Fiscal Year 2021 Results on May 10, 2021JCU Corporation announced that they will report fiscal year 2021 results on May 10, 2021
Is New 90 Day High Low • Feb 17New 90-day low: JP¥3,445The company is down 1.0% from its price of JP¥3,475 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,854 per share.
Reported Earnings • Feb 05Third quarter 2021 earnings released: EPS JP¥52.86 (vs JP¥48.14 in 3Q 2020)The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥5.75b (down 1.5% from 3Q 2020). Net income: JP¥1.39b (up 7.2% from 3Q 2020). Profit margin: 24% (up from 22% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
Analyst Estimate Surprise Post Earnings • Feb 05Revenue beats expectationsRevenue exceeded analyst estimates by 0.9%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 5.6%, compared to a 6.0% growth forecast for the Chemicals industry in Japan.
Is New 90 Day High Low • Jan 25New 90-day high: JP¥4,040The company is up 21% from its price of JP¥3,345 on 27 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,746 per share.
Is New 90 Day High Low • Dec 29New 90-day high: JP¥3,990The company is up 15% from its price of JP¥3,460 on 30 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,752 per share.
お知らせ • Dec 03JCU Corporation to Report Q3, 2021 Results on Feb 03, 2021JCU Corporation announced that they will report Q3, 2021 results on Feb 03, 2021
Is New 90 Day High Low • Dec 01New 90-day high: JP¥3,855The company is up 9.0% from its price of JP¥3,530 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥3,277 per share.
Price Target Changed • Dec 01Price target raised to JP¥3,350Up from JP¥2,900, the current price target is an average from 3 analysts. The new target price is 13% below the current share price of JP¥3,855. As of last close, the stock is up 30% over the past year.
お知らせ • Sep 12JCU Corporation to Report Q2, 2021 Results on Nov 04, 2020JCU Corporation announced that they will report Q2, 2021 results on Nov 04, 2020