OAT Agrio（4979）株式概要OATアグリオ株式会社は、農薬・肥料の研究・開発・製造・販売を国内外で行っている。 詳細4979 ファンダメンタル分析スノーフレーク・スコア評価4/6将来の成長0/6過去の実績5/6財務の健全性6/6配当金5/6報酬当社が推定した公正価値より72.1%で取引されている 過去1年間で収益は17.2%増加しました 2.25%の安定した配当金を支払う リスク分析JP市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る4979 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¥2.67k10.4% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-273m49b2016201920222025202620282031Revenue JP¥48.8bEarnings JP¥4.0bAdvancedSet Fair ValueView all narrativesOAT Agrio Co., Ltd. 競合他社FumakillaSymbol: TSE:4998Market cap: JP¥18.8bTaki ChemicalSymbol: TSE:4025Market cap: JP¥41.9bHokko Chemical IndustrySymbol: TSE:4992Market cap: JP¥45.6bNihon NohyakuSymbol: TSE:4997Market cap: JP¥79.3b価格と性能株価の高値、安値、推移の概要OAT Agrio過去の株価現在の株価JP¥2,671.0052週高値JP¥3,350.0052週安値JP¥1,930.00ベータ-0.181ヶ月の変化4.05%3ヶ月変化11.80%1年変化28.48%3年間の変化46.20%5年間の変化266.90%IPOからの変化172.20%最新ニュースReported Earnings • May 15First quarter 2026 earnings released: EPS: JP¥128 (vs JP¥91.72 in 1Q 2025)First quarter 2026 results: EPS: JP¥128 (up from JP¥91.72 in 1Q 2025). Revenue: JP¥9.96b (up 14% from 1Q 2025). Net income: JP¥1.29b (up 39% from 1Q 2025). Profit margin: 13% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 29Full year 2025 earnings released: EPS: JP¥230 (vs JP¥202 in FY 2024)Full year 2025 results: EPS: JP¥230 (up from JP¥202 in FY 2024). Revenue: JP¥32.0b (up 7.3% from FY 2024). Net income: JP¥2.33b (up 12% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.New Risk • Mar 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥2,911, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 122% over the past three years.Reported Earnings • Feb 14Full year 2025 earnings released: EPS: JP¥230 (vs JP¥202 in FY 2024)Full year 2025 results: EPS: JP¥230 (up from JP¥202 in FY 2024). Revenue: JP¥32.0b (up 7.3% from FY 2024). Net income: JP¥2.33b (up 12% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • Feb 12OAT Agrio Co., Ltd., Annual General Meeting, Mar 24, 2026OAT Agrio Co., Ltd., Annual General Meeting, Mar 24, 2026.最新情報をもっと見るRecent updatesReported Earnings • May 15First quarter 2026 earnings released: EPS: JP¥128 (vs JP¥91.72 in 1Q 2025)First quarter 2026 results: EPS: JP¥128 (up from JP¥91.72 in 1Q 2025). Revenue: JP¥9.96b (up 14% from 1Q 2025). Net income: JP¥1.29b (up 39% from 1Q 2025). Profit margin: 13% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Mar 29Full year 2025 earnings released: EPS: JP¥230 (vs JP¥202 in FY 2024)Full year 2025 results: EPS: JP¥230 (up from JP¥202 in FY 2024). Revenue: JP¥32.0b (up 7.3% from FY 2024). Net income: JP¥2.33b (up 12% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.New Risk • Mar 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥2,911, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 122% over the past three years.Reported Earnings • Feb 14Full year 2025 earnings released: EPS: JP¥230 (vs JP¥202 in FY 2024)Full year 2025 results: EPS: JP¥230 (up from JP¥202 in FY 2024). Revenue: JP¥32.0b (up 7.3% from FY 2024). Net income: JP¥2.33b (up 12% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.お知らせ • Feb 12OAT Agrio Co., Ltd., Annual General Meeting, Mar 24, 2026OAT Agrio Co., Ltd., Annual General Meeting, Mar 24, 2026.お知らせ • Dec 27OAT Agrio Co., Ltd. to Report Fiscal Year 2025 Results on Feb 12, 2026OAT Agrio Co., Ltd. announced that they will report fiscal year 2025 results on Feb 12, 2026Upcoming Dividend • Dec 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 11 March 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.5%).Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: JP¥17.85 (vs JP¥13.48 in 3Q 2024)Third quarter 2025 results: EPS: JP¥17.85 (up from JP¥13.48 in 3Q 2024). Revenue: JP¥6.42b (down 1.2% from 3Q 2024). Net income: JP¥180.0m (up 30% from 3Q 2024). Profit margin: 2.8% (up from 2.1% in 3Q 2024). 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 10% per year, which means it is well ahead of earnings.お知らせ • Oct 01OAT Agrio Co., Ltd. to Report Q3, 2025 Results on Nov 10, 2025OAT Agrio Co., Ltd. announced that they will report Q3, 2025 results on Nov 10, 2025Reported Earnings • Aug 11Second quarter 2025 earnings released: EPS: JP¥82.35 (vs JP¥81.85 in 2Q 2024)Second quarter 2025 results: EPS: JP¥82.35. Revenue: JP¥8.42b (up 10% from 2Q 2024). Net income: JP¥831.0m (down 1.4% from 2Q 2024). Profit margin: 9.9% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses.お知らせ • Jun 04OAT Agrio Co., Ltd. to Report Q2, 2025 Results on Aug 08, 2025OAT Agrio Co., Ltd. announced that they will report Q2, 2025 results on Aug 08, 2025Reported Earnings • May 19First quarter 2025 earnings released: EPS: JP¥91.72 (vs JP¥69.43 in 1Q 2024)First quarter 2025 results: EPS: JP¥91.72 (up from JP¥69.43 in 1Q 2024). Revenue: JP¥8.76b (up 9.0% from 1Q 2024). Net income: JP¥931.0m (up 30% from 1Q 2024). Profit margin: 11% (up from 8.9% in 1Q 2024). The increase in margin was driven by higher revenue. 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 10% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,680, the stock trades at a trailing P/E ratio of 8.2x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 70% over the past three years.Reported Earnings • Mar 28Full year 2024 earnings released: EPS: JP¥202 (vs JP¥236 in FY 2023)Full year 2024 results: EPS: JP¥202 (down from JP¥236 in FY 2023). Revenue: JP¥29.8b (up 2.7% from FY 2023). Net income: JP¥2.08b (down 17% from FY 2023). Profit margin: 7.0% (down from 8.6% in FY 2023). The decrease in margin was driven by higher expenses. 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 23% per year, which means it is well ahead of earnings.お知らせ • Mar 27OAT Agrio Co., Ltd. to Report Q1, 2025 Results on May 14, 2025OAT Agrio Co., Ltd. announced that they will report Q1, 2025 results on May 14, 2025Reported Earnings • Feb 14Full year 2024 earnings released: EPS: JP¥202 (vs JP¥236 in FY 2023)Full year 2024 results: EPS: JP¥202 (down from JP¥236 in FY 2023). Revenue: JP¥29.8b (up 2.7% from FY 2023). Net income: JP¥2.08b (down 17% from FY 2023). Profit margin: 7.0% (down from 8.6% in FY 2023). The decrease in margin was driven by higher expenses. 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 27% per year, which means it is well ahead of earnings.お知らせ • Feb 12OAT Agrio Co., Ltd., Annual General Meeting, Mar 25, 2025OAT Agrio Co., Ltd., Annual General Meeting, Mar 25, 2025.New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.お知らせ • Jan 03OAT Agrio Co., Ltd. to Report Fiscal Year 2024 Results on Feb 12, 2025OAT Agrio Co., Ltd. announced that they will report fiscal year 2024 results on Feb 12, 2025Upcoming Dividend • Dec 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 12 March 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.6%).Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: JP¥13.48 (vs JP¥23.74 in 3Q 2023)Third quarter 2024 results: EPS: JP¥13.48 (down from JP¥23.74 in 3Q 2023). Revenue: JP¥6.50b (up 9.9% from 3Q 2023). Net income: JP¥139.0m (down 45% from 3Q 2023). Profit margin: 2.1% (down from 4.2% in 3Q 2023). The decrease in margin was driven by higher expenses. 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 18% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 08OAT Agrio Co., Ltd. (TSE:4979) announces an Equity Buyback for 350,000 shares, representing 3.39% for ¥500 million.OAT Agrio Co., Ltd. (TSE:4979) announces a share repurchase program. Under the program, the company will repurchase up to 350,000 shares, representing 3.39% of its issued share capital (excluding treasury stock), for a total purchase price of ¥500 million. The purpose of the program is to strengthen shareholder returns and improve capital efficiency, as well as to enable flexible capital policies in the future. The program will be valid till August 31, 2025. As of June 30, 2024, the company had 10,310,106 issued shares (excluding treasury stock) and 761,894 treasury shares.Buy Or Sell Opportunity • Oct 22Now 20% undervaluedOver the last 90 days, the stock has risen 5.6% to JP¥1,867. The fair value is estimated to be JP¥2,335, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.分析記事 • Sep 27A Look At The Fair Value Of OAT Agrio Co., Ltd. (TSE:4979)Key Insights The projected fair value for OAT Agrio is JP¥2,389 based on 2 Stage Free Cash Flow to Equity OAT Agrio's...お知らせ • Sep 18OAT Agrio Co., Ltd. to Report Q3, 2024 Results on Nov 08, 2024OAT Agrio Co., Ltd. announced that they will report Q3, 2024 results on Nov 08, 2024Buy Or Sell Opportunity • Sep 11Now 21% undervaluedOver the last 90 days, the stock has risen 22% to JP¥1,881. The fair value is estimated to be JP¥2,369, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.分析記事 • Sep 02A Piece Of The Puzzle Missing From OAT Agrio Co., Ltd.'s (TSE:4979) 26% Share Price ClimbOAT Agrio Co., Ltd. ( TSE:4979 ) shares have continued their recent momentum with a 26% gain in the last month alone...Buy Or Sell Opportunity • Aug 19Now 22% undervaluedOver the last 90 days, the stock has risen 18% to JP¥1,838. The fair value is estimated to be JP¥2,348, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: JP¥81.85 (vs JP¥53.97 in 2Q 2023)Second quarter 2024 results: EPS: JP¥81.85 (up from JP¥53.97 in 2Q 2023). Revenue: JP¥7.63b (up 8.2% from 2Q 2023). Net income: JP¥843.0m (up 47% from 2Q 2023). Profit margin: 11% (up from 8.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% 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 increased by 11% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,532, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 147% over the past three years.お知らせ • Jun 30OAT Agrio Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024OAT Agrio Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥1,541. The fair value is estimated to be JP¥1,962, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 97% in the next 2 years.分析記事 • May 24Slammed 25% OAT Agrio Co., Ltd. (TSE:4979) Screens Well Here But There Might Be A CatchOAT Agrio Co., Ltd. ( TSE:4979 ) shares have had a horrible month, losing 25% after a relatively good period...New Risk • May 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Profit margins are more than 30% lower than last year (5.4% net profit margin). Market cap is less than US$100m (JP¥15.7b market cap, or US$99.8m).Buy Or Sell Opportunity • May 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.5% to JP¥1,559. The fair value is estimated to be JP¥1,952, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 97% in the next 2 years.Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥1,587, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 133% over the past three years.New Risk • May 13New 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 7.3% 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 Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (5.4% net profit margin).Reported Earnings • May 12First quarter 2024 earnings released: EPS: JP¥69.43 (vs JP¥161 in 1Q 2023)First quarter 2024 results: EPS: JP¥69.43 (down from JP¥161 in 1Q 2023). Revenue: JP¥8.04b (down 14% from 1Q 2023). Net income: JP¥714.0m (down 58% from 1Q 2023). Profit margin: 8.9% (down from 18% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% 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 20% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 01The Market Lifts OAT Agrio Co., Ltd. (TSE:4979) Shares 26% But It Can Do MoreThe OAT Agrio Co., Ltd. ( TSE:4979 ) share price has done very well over the last month, posting an excellent gain of...分析記事 • Mar 29OAT Agrio (TSE:4979) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Mar 29Full year 2023 earnings released: EPS: JP¥236 (vs JP¥214 in FY 2022)Full year 2023 results: EPS: JP¥236 (up from JP¥214 in FY 2022). Revenue: JP¥29.0b (up 7.5% from FY 2022). Net income: JP¥2.49b (up 10.0% from FY 2022). Profit margin: 8.6% (up from 8.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% 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 increased by 32% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Mar 28OAT Agrio Co., Ltd. to Report Q1, 2024 Results on May 10, 2024OAT Agrio Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024お知らせ • Feb 15OAT Agrio Co., Ltd., Annual General Meeting, Mar 26, 2024OAT Agrio Co., Ltd., Annual General Meeting, Mar 26, 2024.Reported Earnings • Feb 15Full year 2023 earnings released: EPS: JP¥236 (vs JP¥214 in FY 2022)Full year 2023 results: EPS: JP¥236 (up from JP¥214 in FY 2022). Revenue: JP¥29.0b (up 7.5% from FY 2022). Net income: JP¥2.49b (up 10.0% from FY 2022). Profit margin: 8.6% (up from 8.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 35% per year.Buy Or Sell Opportunity • Jan 30Now 20% undervaluedOver the last 90 days, the stock has risen 3.5% to JP¥1,955. The fair value is estimated to be JP¥2,456, 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. Meanwhile, the company has become profitable.お知らせ • Dec 29OAT Agrio Co., Ltd. to Report Fiscal Year 2023 Results on Feb 13, 2024OAT Agrio Co., Ltd. announced that they will report fiscal year 2023 results on Feb 13, 2024Upcoming Dividend • Dec 21Upcoming dividend of JP¥55.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 15 March 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (2.4%).Buying Opportunity • Dec 04Now 21% undervaluedOver the last 90 days, the stock is up 4.4%. The fair value is estimated to be JP¥2,425, 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. Meanwhile, the company has become profitable.Buying Opportunity • Nov 13Now 21% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥2,462, 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. Meanwhile, the company has become profitable.Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: JP¥23.74 (vs JP¥17.31 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.74 (up from JP¥17.31 in 3Q 2022). Revenue: JP¥5.92b (up 7.1% from 3Q 2022). Net income: JP¥251.0m (up 37% from 3Q 2022). Profit margin: 4.2% (up from 3.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year whereas the company’s share price has increased by 45% per year.お知らせ • Sep 29OAT Agrio Co., Ltd. to Report Q3, 2023 Results on Nov 08, 2023OAT Agrio Co., Ltd. announced that they will report Q3, 2023 results on Nov 08, 2023Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: JP¥53.97 (vs JP¥78.21 in 2Q 2022)Second quarter 2023 results: EPS: JP¥53.97 (down from JP¥78.21 in 2Q 2022). Revenue: JP¥7.06b (down 1.3% from 2Q 2022). Net income: JP¥572.0m (down 31% from 2Q 2022). Profit margin: 8.1% (down from 12% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 09OAT Agrio Co., Ltd. (TSE:4979) announces an Equity Buyback for 400,000 shares, representing 3.77% for ¥600 million.OAT Agrio Co., Ltd. (TSE:4979) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 4.6% of its issued share capital (excluding treasury stock), for a total purchase price of ¥600 million. The purpose of the program is to strengthen shareholder returns, improve capital efficiency, and enable flexible capital policies in the future. The program will be valid till December 31, 2023. As of June 30, 2023, the company had 10,616,047 issued shares (excluding treasury stock) and 455,953 treasury shares.Valuation Update With 7 Day Price Move • Aug 09Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,630, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 235% over the past three years.New Risk • Jul 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • May 12First quarter 2023 earnings released: EPS: JP¥161 (vs JP¥121 in 1Q 2022)First quarter 2023 results: EPS: JP¥161 (up from JP¥121 in 1Q 2022). Revenue: JP¥9.31b (up 13% from 1Q 2022). Net income: JP¥1.70b (up 34% from 1Q 2022). Profit margin: 18% (up from 16% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,650, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 256% over the past three years.Reported Earnings • Apr 01Full year 2022 earnings released: EPS: JP¥214 (vs JP¥134 in FY 2021)Full year 2022 results: EPS: JP¥214 (up from JP¥134 in FY 2021). Revenue: JP¥27.0b (up 19% from FY 2021). Net income: JP¥2.26b (up 57% from FY 2021). Profit margin: 8.4% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥214 (vs JP¥134 in FY 2021)Full year 2022 results: EPS: JP¥214 (up from JP¥134 in FY 2021). Revenue: JP¥27.0b (up 19% from FY 2021). Net income: JP¥2.26b (up 57% from FY 2021). Profit margin: 8.4% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 12OAT Agrio Co., Ltd., Annual General Meeting, Mar 29, 2023OAT Agrio Co., Ltd., Annual General Meeting, Mar 29, 2023.お知らせ • Dec 28OAT Agrio Co., Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023OAT Agrio Co., Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 16 March 2023. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.0%).Board Change • Nov 16Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 8 non-independent directors. Outside Independent Director Motonori Araki was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Nov 11Third quarter 2022 earnings released: EPS: JP¥17.31 (vs JP¥9.08 in 3Q 2021)Third quarter 2022 results: EPS: JP¥17.31 (up from JP¥9.08 in 3Q 2021). Revenue: JP¥5.52b (up 22% from 3Q 2021). Net income: JP¥183.0m (up 87% from 3Q 2021). Profit margin: 3.3% (up from 2.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% 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 81% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 28OAT Agrio Co., Ltd. to Report Q3, 2022 Results on Nov 09, 2022OAT Agrio Co., Ltd. announced that they will report Q3, 2022 results on Nov 09, 2022Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 39% share price gain to JP¥2,190, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 263% over the past three years.Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,568, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 141% over the past three years.Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: JP¥78.21 (vs JP¥52.99 in 2Q 2021)Second quarter 2022 results: EPS: JP¥78.21 (up from JP¥52.99 in 2Q 2021). Revenue: JP¥7.15b (up 17% from 2Q 2021). Net income: JP¥826.0m (up 44% from 2Q 2021). Profit margin: 12% (up from 9.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.7%, compared to a 9.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 01OAT Agrio Co., Ltd. to Report Q2, 2022 Results on Aug 09, 2022OAT Agrio Co., Ltd. announced that they will report Q2, 2022 results on Aug 09, 2022Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,494, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 138% over the past three years.Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 50% share price gain to JP¥1,629, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 164% over the past three years.Reported Earnings • May 13First quarter 2022 earnings released: EPS: JP¥121 (vs JP¥68.83 in 1Q 2021)First quarter 2022 results: EPS: JP¥121 (up from JP¥68.83 in 1Q 2021). Revenue: JP¥8.22b (up 20% from 1Q 2021). Net income: JP¥1.28b (up 71% from 1Q 2021). Profit margin: 16% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Outside Director Nobuyuki Mitsui was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.お知らせ • Apr 08OAT Agrio Co., Ltd. to Report Q1, 2022 Results on May 11, 2022OAT Agrio Co., Ltd. announced that they will report Q1, 2022 results on May 11, 2022Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 24% share price gain to JP¥1,032, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 35% over the past three years.お知らせ • Feb 12OAT Agrio Co., Ltd., Annual General Meeting, Mar 30, 2022OAT Agrio Co., Ltd., Annual General Meeting, Mar 30, 2022.Reported Earnings • Feb 12Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥268 (up from JP¥155 in FY 2020). Revenue: JP¥22.7b (up 12% from FY 2020). Net income: JP¥1.44b (up 72% from FY 2020). Profit margin: 6.4% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. 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 4% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Dec 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 16 March 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.2%).Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,271, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 11% over the past three years.Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS JP¥18.15 (vs JP¥5.36 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥4.51b (up 14% from 3Q 2020). Net income: JP¥98.0m (up JP¥127.0m from 3Q 2020). Profit margin: 2.2% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has remained flat.Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS JP¥106 (vs JP¥44.90 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥6.13b (up 16% from 2Q 2020). Net income: JP¥575.0m (up 137% from 2Q 2020). Profit margin: 9.4% (up from 4.6% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.お知らせ • Aug 14Hokuko Chemical Industry Co., Ltd signed a basic agreement to acquire Benzofenapa and Bensfuresate Active Ingredients and Containing Agents Business of OAT Agrio Co., Ltd. from OAT Agrio Co., Ltd. (TSE:4979).Hokuko Chemical Industry Co., Ltd signed a basic agreement to acquire Benzofenapa and Bensfuresate Active Ingredients and Containing Agents Business of OAT Agrio Co., Ltd. from OAT Agrio Co., Ltd. (TSE:4979) on August 13, 2021. The consideration shall be paid in cash. The transfer agreement is planned to be signed by the end of September 2021. The transaction does not require a resolution at the shareholders meeting. The transaction is expected to close in end of September 2021.お知らせ • Aug 11OAT Agrio Co., Ltd. (TSE:4979) announces an Equity Buyback for 250,000 shares, representing 4.6% for ¥300 million.OAT Agrio Co., Ltd. (TSE:4979) announces a share repurchase program. Under the program, the company will repurchase up to 250,000 shares, representing 4.6% of its issued share capital (excluding treasury stock), for a total purchase price of ¥300 million. The purpose of the program is to strengthen shareholder returns, improve capital efficiency, and enable flexible capital policies in the future. The program will be valid till May 31, 2022. As of June 30, 2021, the company had 5,433,656 issued shares (excluding treasury stock) and 102,344 treasury shares.Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,602, the stock trades at a trailing P/E ratio of 8.4x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 33% over the past three years.Reported Earnings • May 14First quarter 2021 earnings released: EPS JP¥138 (vs JP¥102 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥6.82b (up 9.2% from 1Q 2020). Net income: JP¥745.0m (up 35% from 1Q 2020). Profit margin: 11% (up from 8.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.お知らせ • Dec 30OAT Agrio Co., Ltd. to Report Fiscal Year 2020 Results on Feb 12, 2021OAT Agrio Co., Ltd. announced that they will report fiscal year 2020 results on Feb 12, 2021Upcoming Dividend • Dec 22Upcoming Dividend of JP¥40.00 Per ShareWill be paid on the 13th of March to those who are registered shareholders by the 29th of December. The trailing yield of 2.9% is below the top quartile of Japanese dividend payers (3.0%), but it is higher than industry peers (2.0%).Is New 90 Day High Low • Dec 01New 90-day high: JP¥1,484The company is up 36% from its price of JP¥1,090 on 02 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 17% over the same period.お知らせ • Oct 08OAT Agrio Co., Ltd. to Report Q3, 2020 Results on Nov 13, 2020OAT Agrio Co., Ltd. announced that they will report Q3, 2020 results on Nov 13, 2020お知らせ • Jul 17OAT Agrio Co., Ltd. to Report Q2, 2020 Results on Aug 14, 2020OAT Agrio Co., Ltd. announced that they will report Q2, 2020 results on Aug 14, 2020株主還元4979JP ChemicalsJP 市場7D-8.0%4.3%3.4%1Y28.5%55.6%43.2%株主還元を見る業界別リターン: 4979過去 1 年間で55.6 % 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: 4979は、過去 1 年間で43.2 % のリターンを上げたJP市場を下回りました。価格変動Is 4979's price volatile compared to industry and market?4979 volatility4979 Average Weekly Movement8.0%Chemicals Industry Average Movement6.1%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 4979の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 4979の weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1950596Hisashi Okawww.oat-agrio.co.jpOATアグリオ株式会社は、農薬・肥料の研究・開発・製造・販売を国内外で行っている。同社は植物保護剤Cyflumetofen、果物、野菜、花の様々な菌類病害を防除する殺菌剤Kaligreen、菌類病原菌に対する植物保護剤Flutianilを提供している。また、バイオスティムパワー成分を含む肥料「Samppi/Kemppi」、植物成長調整剤・バイオスティミュラント「Atonik」、様々な植物栽培において光合成を促進し、植物の成長を維持する成分を含む製品「Potatol」、切り花用の「Misaki」も提供している。OATアグリオ株式会社は大塚化学株式会社を前身とし、2014年にOATアグリオ株式会社に社名変更した。同社は1950年に設立され、東京に本社を置いている。もっと見るOAT Agrio Co., Ltd. 基礎のまとめOAT Agrio の収益と売上を時価総額と比較するとどうか。4979 基礎統計学時価総額JP¥26.94b収益（TTM）JP¥2.69b売上高(TTM)JP¥33.15b10.0xPER（株価収益率0.8xP/Sレシオ4979 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4979 損益計算書（TTM）収益JP¥33.15b売上原価JP¥17.15b売上総利益JP¥16.00bその他の費用JP¥13.31b収益JP¥2.69b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）266.59グロス・マージン48.28%純利益率8.11%有利子負債／自己資本比率48.8%4979 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2.2%現在の配当利回り23%配当性向4979 配当は確実ですか？4979 配当履歴とベンチマークを見る4979 、いつまでに購入すれば配当金を受け取れますか？OAT Agrio 配当日配当落ち日Jun 29 2026配当支払日Sep 14 2026配当落ちまでの日数33 days配当支払日までの日数110 days4979 配当は確実ですか？4979 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2026/05/26 00:01終値2026/05/26 00:00収益2026/03/31年間収益2025/12/31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OAT Agrio Co., Ltd. 0 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。2 アナリスト機関Yusuke MiuraDaiwa Securities Co. Ltd.Katsuhiko IshibashiIchiyoshi Research Institute Inc.
Reported Earnings • May 15First quarter 2026 earnings released: EPS: JP¥128 (vs JP¥91.72 in 1Q 2025)First quarter 2026 results: EPS: JP¥128 (up from JP¥91.72 in 1Q 2025). Revenue: JP¥9.96b (up 14% from 1Q 2025). Net income: JP¥1.29b (up 39% from 1Q 2025). Profit margin: 13% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 29Full year 2025 earnings released: EPS: JP¥230 (vs JP¥202 in FY 2024)Full year 2025 results: EPS: JP¥230 (up from JP¥202 in FY 2024). Revenue: JP¥32.0b (up 7.3% from FY 2024). Net income: JP¥2.33b (up 12% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
New Risk • Mar 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥2,911, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 122% over the past three years.
Reported Earnings • Feb 14Full year 2025 earnings released: EPS: JP¥230 (vs JP¥202 in FY 2024)Full year 2025 results: EPS: JP¥230 (up from JP¥202 in FY 2024). Revenue: JP¥32.0b (up 7.3% from FY 2024). Net income: JP¥2.33b (up 12% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • Feb 12OAT Agrio Co., Ltd., Annual General Meeting, Mar 24, 2026OAT Agrio Co., Ltd., Annual General Meeting, Mar 24, 2026.
Reported Earnings • May 15First quarter 2026 earnings released: EPS: JP¥128 (vs JP¥91.72 in 1Q 2025)First quarter 2026 results: EPS: JP¥128 (up from JP¥91.72 in 1Q 2025). Revenue: JP¥9.96b (up 14% from 1Q 2025). Net income: JP¥1.29b (up 39% from 1Q 2025). Profit margin: 13% (up from 11% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Mar 29Full year 2025 earnings released: EPS: JP¥230 (vs JP¥202 in FY 2024)Full year 2025 results: EPS: JP¥230 (up from JP¥202 in FY 2024). Revenue: JP¥32.0b (up 7.3% from FY 2024). Net income: JP¥2.33b (up 12% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings.
New Risk • Mar 26New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.6% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. This is currently the only risk that has been identified for the company.
Valuation Update With 7 Day Price Move • Mar 12Investor sentiment improves as stock rises 25%After last week's 25% share price gain to JP¥2,911, the stock trades at a trailing P/E ratio of 12.6x. Average trailing P/E is 15x in the Chemicals industry in Japan. Total returns to shareholders of 122% over the past three years.
Reported Earnings • Feb 14Full year 2025 earnings released: EPS: JP¥230 (vs JP¥202 in FY 2024)Full year 2025 results: EPS: JP¥230 (up from JP¥202 in FY 2024). Revenue: JP¥32.0b (up 7.3% from FY 2024). Net income: JP¥2.33b (up 12% from FY 2024). Profit margin: 7.3% (up from 7.0% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
お知らせ • Feb 12OAT Agrio Co., Ltd., Annual General Meeting, Mar 24, 2026OAT Agrio Co., Ltd., Annual General Meeting, Mar 24, 2026.
お知らせ • Dec 27OAT Agrio Co., Ltd. to Report Fiscal Year 2025 Results on Feb 12, 2026OAT Agrio Co., Ltd. announced that they will report fiscal year 2025 results on Feb 12, 2026
Upcoming Dividend • Dec 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 December 2025. Payment date: 11 March 2026. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.5%).
Reported Earnings • Nov 13Third quarter 2025 earnings released: EPS: JP¥17.85 (vs JP¥13.48 in 3Q 2024)Third quarter 2025 results: EPS: JP¥17.85 (up from JP¥13.48 in 3Q 2024). Revenue: JP¥6.42b (down 1.2% from 3Q 2024). Net income: JP¥180.0m (up 30% from 3Q 2024). Profit margin: 2.8% (up from 2.1% in 3Q 2024). 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 10% per year, which means it is well ahead of earnings.
お知らせ • Oct 01OAT Agrio Co., Ltd. to Report Q3, 2025 Results on Nov 10, 2025OAT Agrio Co., Ltd. announced that they will report Q3, 2025 results on Nov 10, 2025
Reported Earnings • Aug 11Second quarter 2025 earnings released: EPS: JP¥82.35 (vs JP¥81.85 in 2Q 2024)Second quarter 2025 results: EPS: JP¥82.35. Revenue: JP¥8.42b (up 10% from 2Q 2024). Net income: JP¥831.0m (down 1.4% from 2Q 2024). Profit margin: 9.9% (down from 11% in 2Q 2024). The decrease in margin was driven by higher expenses.
お知らせ • Jun 04OAT Agrio Co., Ltd. to Report Q2, 2025 Results on Aug 08, 2025OAT Agrio Co., Ltd. announced that they will report Q2, 2025 results on Aug 08, 2025
Reported Earnings • May 19First quarter 2025 earnings released: EPS: JP¥91.72 (vs JP¥69.43 in 1Q 2024)First quarter 2025 results: EPS: JP¥91.72 (up from JP¥69.43 in 1Q 2024). Revenue: JP¥8.76b (up 9.0% from 1Q 2024). Net income: JP¥931.0m (up 30% from 1Q 2024). Profit margin: 11% (up from 8.9% in 1Q 2024). The increase in margin was driven by higher revenue. 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 10% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥1,680, the stock trades at a trailing P/E ratio of 8.2x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 70% over the past three years.
Reported Earnings • Mar 28Full year 2024 earnings released: EPS: JP¥202 (vs JP¥236 in FY 2023)Full year 2024 results: EPS: JP¥202 (down from JP¥236 in FY 2023). Revenue: JP¥29.8b (up 2.7% from FY 2023). Net income: JP¥2.08b (down 17% from FY 2023). Profit margin: 7.0% (down from 8.6% in FY 2023). The decrease in margin was driven by higher expenses. 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 23% per year, which means it is well ahead of earnings.
お知らせ • Mar 27OAT Agrio Co., Ltd. to Report Q1, 2025 Results on May 14, 2025OAT Agrio Co., Ltd. announced that they will report Q1, 2025 results on May 14, 2025
Reported Earnings • Feb 14Full year 2024 earnings released: EPS: JP¥202 (vs JP¥236 in FY 2023)Full year 2024 results: EPS: JP¥202 (down from JP¥236 in FY 2023). Revenue: JP¥29.8b (up 2.7% from FY 2023). Net income: JP¥2.08b (down 17% from FY 2023). Profit margin: 7.0% (down from 8.6% in FY 2023). The decrease in margin was driven by higher expenses. 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 27% per year, which means it is well ahead of earnings.
お知らせ • Feb 12OAT Agrio Co., Ltd., Annual General Meeting, Mar 25, 2025OAT Agrio Co., Ltd., Annual General Meeting, Mar 25, 2025.
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. This is currently the only risk that has been identified for the company.
お知らせ • Jan 03OAT Agrio Co., Ltd. to Report Fiscal Year 2024 Results on Feb 12, 2025OAT Agrio Co., Ltd. announced that they will report fiscal year 2024 results on Feb 12, 2025
Upcoming Dividend • Dec 20Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 27 December 2024. Payment date: 12 March 2025. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.6%).
Reported Earnings • Nov 10Third quarter 2024 earnings released: EPS: JP¥13.48 (vs JP¥23.74 in 3Q 2023)Third quarter 2024 results: EPS: JP¥13.48 (down from JP¥23.74 in 3Q 2023). Revenue: JP¥6.50b (up 9.9% from 3Q 2023). Net income: JP¥139.0m (down 45% from 3Q 2023). Profit margin: 2.1% (down from 4.2% in 3Q 2023). The decrease in margin was driven by higher expenses. 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 18% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 08OAT Agrio Co., Ltd. (TSE:4979) announces an Equity Buyback for 350,000 shares, representing 3.39% for ¥500 million.OAT Agrio Co., Ltd. (TSE:4979) announces a share repurchase program. Under the program, the company will repurchase up to 350,000 shares, representing 3.39% of its issued share capital (excluding treasury stock), for a total purchase price of ¥500 million. The purpose of the program is to strengthen shareholder returns and improve capital efficiency, as well as to enable flexible capital policies in the future. The program will be valid till August 31, 2025. As of June 30, 2024, the company had 10,310,106 issued shares (excluding treasury stock) and 761,894 treasury shares.
Buy Or Sell Opportunity • Oct 22Now 20% undervaluedOver the last 90 days, the stock has risen 5.6% to JP¥1,867. The fair value is estimated to be JP¥2,335, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.
分析記事 • Sep 27A Look At The Fair Value Of OAT Agrio Co., Ltd. (TSE:4979)Key Insights The projected fair value for OAT Agrio is JP¥2,389 based on 2 Stage Free Cash Flow to Equity OAT Agrio's...
お知らせ • Sep 18OAT Agrio Co., Ltd. to Report Q3, 2024 Results on Nov 08, 2024OAT Agrio Co., Ltd. announced that they will report Q3, 2024 results on Nov 08, 2024
Buy Or Sell Opportunity • Sep 11Now 21% undervaluedOver the last 90 days, the stock has risen 22% to JP¥1,881. The fair value is estimated to be JP¥2,369, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.
分析記事 • Sep 02A Piece Of The Puzzle Missing From OAT Agrio Co., Ltd.'s (TSE:4979) 26% Share Price ClimbOAT Agrio Co., Ltd. ( TSE:4979 ) shares have continued their recent momentum with a 26% gain in the last month alone...
Buy Or Sell Opportunity • Aug 19Now 22% undervaluedOver the last 90 days, the stock has risen 18% to JP¥1,838. The fair value is estimated to be JP¥2,348, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.5% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 72% in the next 2 years.
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: JP¥81.85 (vs JP¥53.97 in 2Q 2023)Second quarter 2024 results: EPS: JP¥81.85 (up from JP¥53.97 in 2Q 2023). Revenue: JP¥7.63b (up 8.2% from 2Q 2023). Net income: JP¥843.0m (up 47% from 2Q 2023). Profit margin: 11% (up from 8.1% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% 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 increased by 11% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,532, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 147% over the past three years.
お知らせ • Jun 30OAT Agrio Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024OAT Agrio Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024
Buy Or Sell Opportunity • Jun 13Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥1,541. The fair value is estimated to be JP¥1,962, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 97% in the next 2 years.
分析記事 • May 24Slammed 25% OAT Agrio Co., Ltd. (TSE:4979) Screens Well Here But There Might Be A CatchOAT Agrio Co., Ltd. ( TSE:4979 ) shares have had a horrible month, losing 25% after a relatively good period...
New Risk • May 24New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$99.8m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.5% average weekly change). Profit margins are more than 30% lower than last year (5.4% net profit margin). Market cap is less than US$100m (JP¥15.7b market cap, or US$99.8m).
Buy Or Sell Opportunity • May 21Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.5% to JP¥1,559. The fair value is estimated to be JP¥1,952, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 97% in the next 2 years.
Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorates as stock falls 23%After last week's 23% share price decline to JP¥1,587, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 133% over the past three years.
New Risk • May 13New 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 7.3% 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 Debt is not well covered by operating cash flow (14% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (7.3% average weekly change). Profit margins are more than 30% lower than last year (5.4% net profit margin).
Reported Earnings • May 12First quarter 2024 earnings released: EPS: JP¥69.43 (vs JP¥161 in 1Q 2023)First quarter 2024 results: EPS: JP¥69.43 (down from JP¥161 in 1Q 2023). Revenue: JP¥8.04b (down 14% from 1Q 2023). Net income: JP¥714.0m (down 58% from 1Q 2023). Profit margin: 8.9% (down from 18% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 7.7% 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 20% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 01The Market Lifts OAT Agrio Co., Ltd. (TSE:4979) Shares 26% But It Can Do MoreThe OAT Agrio Co., Ltd. ( TSE:4979 ) share price has done very well over the last month, posting an excellent gain of...
分析記事 • Mar 29OAT Agrio (TSE:4979) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Mar 29Full year 2023 earnings released: EPS: JP¥236 (vs JP¥214 in FY 2022)Full year 2023 results: EPS: JP¥236 (up from JP¥214 in FY 2022). Revenue: JP¥29.0b (up 7.5% from FY 2022). Net income: JP¥2.49b (up 10.0% from FY 2022). Profit margin: 8.6% (up from 8.4% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% 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 increased by 32% per year but the company’s share price has increased by 42% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Mar 28OAT Agrio Co., Ltd. to Report Q1, 2024 Results on May 10, 2024OAT Agrio Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024
お知らせ • Feb 15OAT Agrio Co., Ltd., Annual General Meeting, Mar 26, 2024OAT Agrio Co., Ltd., Annual General Meeting, Mar 26, 2024.
Reported Earnings • Feb 15Full year 2023 earnings released: EPS: JP¥236 (vs JP¥214 in FY 2022)Full year 2023 results: EPS: JP¥236 (up from JP¥214 in FY 2022). Revenue: JP¥29.0b (up 7.5% from FY 2022). Net income: JP¥2.49b (up 10.0% from FY 2022). Profit margin: 8.6% (up from 8.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 32% per year whereas the company’s share price has increased by 35% per year.
Buy Or Sell Opportunity • Jan 30Now 20% undervaluedOver the last 90 days, the stock has risen 3.5% to JP¥1,955. The fair value is estimated to be JP¥2,456, 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. Meanwhile, the company has become profitable.
お知らせ • Dec 29OAT Agrio Co., Ltd. to Report Fiscal Year 2023 Results on Feb 13, 2024OAT Agrio Co., Ltd. announced that they will report fiscal year 2023 results on Feb 13, 2024
Upcoming Dividend • Dec 21Upcoming dividend of JP¥55.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 15 March 2024. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.5%). In line with average of industry peers (2.4%).
Buying Opportunity • Dec 04Now 21% undervaluedOver the last 90 days, the stock is up 4.4%. The fair value is estimated to be JP¥2,425, 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. Meanwhile, the company has become profitable.
Buying Opportunity • Nov 13Now 21% undervaluedOver the last 90 days, the stock is up 14%. The fair value is estimated to be JP¥2,462, 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. Meanwhile, the company has become profitable.
Reported Earnings • Nov 10Third quarter 2023 earnings released: EPS: JP¥23.74 (vs JP¥17.31 in 3Q 2022)Third quarter 2023 results: EPS: JP¥23.74 (up from JP¥17.31 in 3Q 2022). Revenue: JP¥5.92b (up 7.1% from 3Q 2022). Net income: JP¥251.0m (up 37% from 3Q 2022). Profit margin: 4.2% (up from 3.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year whereas the company’s share price has increased by 45% per year.
お知らせ • Sep 29OAT Agrio Co., Ltd. to Report Q3, 2023 Results on Nov 08, 2023OAT Agrio Co., Ltd. announced that they will report Q3, 2023 results on Nov 08, 2023
Reported Earnings • Aug 09Second quarter 2023 earnings released: EPS: JP¥53.97 (vs JP¥78.21 in 2Q 2022)Second quarter 2023 results: EPS: JP¥53.97 (down from JP¥78.21 in 2Q 2022). Revenue: JP¥7.06b (down 1.3% from 2Q 2022). Net income: JP¥572.0m (down 31% from 2Q 2022). Profit margin: 8.1% (down from 12% in 2Q 2022). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 09OAT Agrio Co., Ltd. (TSE:4979) announces an Equity Buyback for 400,000 shares, representing 3.77% for ¥600 million.OAT Agrio Co., Ltd. (TSE:4979) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 4.6% of its issued share capital (excluding treasury stock), for a total purchase price of ¥600 million. The purpose of the program is to strengthen shareholder returns, improve capital efficiency, and enable flexible capital policies in the future. The program will be valid till December 31, 2023. As of June 30, 2023, the company had 10,616,047 issued shares (excluding treasury stock) and 455,953 treasury shares.
Valuation Update With 7 Day Price Move • Aug 09Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥1,630, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 235% over the past three years.
New Risk • Jul 18New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.6% a week. This is considered a major risk. Share price volatility 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. It may also indicate 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. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (11% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (7.6% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • May 12First quarter 2023 earnings released: EPS: JP¥161 (vs JP¥121 in 1Q 2022)First quarter 2023 results: EPS: JP¥161 (up from JP¥121 in 1Q 2022). Revenue: JP¥9.31b (up 13% from 1Q 2022). Net income: JP¥1.70b (up 34% from 1Q 2022). Profit margin: 18% (up from 16% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 46% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 11Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥1,650, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 256% over the past three years.
Reported Earnings • Apr 01Full year 2022 earnings released: EPS: JP¥214 (vs JP¥134 in FY 2021)Full year 2022 results: EPS: JP¥214 (up from JP¥134 in FY 2021). Revenue: JP¥27.0b (up 19% from FY 2021). Net income: JP¥2.26b (up 57% from FY 2021). Profit margin: 8.4% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 47% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥214 (vs JP¥134 in FY 2021)Full year 2022 results: EPS: JP¥214 (up from JP¥134 in FY 2021). Revenue: JP¥27.0b (up 19% from FY 2021). Net income: JP¥2.26b (up 57% from FY 2021). Profit margin: 8.4% (up from 6.4% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 82% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 12OAT Agrio Co., Ltd., Annual General Meeting, Mar 29, 2023OAT Agrio Co., Ltd., Annual General Meeting, Mar 29, 2023.
お知らせ • Dec 28OAT Agrio Co., Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023OAT Agrio Co., Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 16 March 2023. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.0%).
Board Change • Nov 16Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 4 independent directors. 8 non-independent directors. Outside Independent Director Motonori Araki was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Nov 11Third quarter 2022 earnings released: EPS: JP¥17.31 (vs JP¥9.08 in 3Q 2021)Third quarter 2022 results: EPS: JP¥17.31 (up from JP¥9.08 in 3Q 2021). Revenue: JP¥5.52b (up 22% from 3Q 2021). Net income: JP¥183.0m (up 87% from 3Q 2021). Profit margin: 3.3% (up from 2.2% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% 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 81% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 28OAT Agrio Co., Ltd. to Report Q3, 2022 Results on Nov 09, 2022OAT Agrio Co., Ltd. announced that they will report Q3, 2022 results on Nov 09, 2022
Valuation Update With 7 Day Price Move • Aug 30Investor sentiment improved over the past weekAfter last week's 39% share price gain to JP¥2,190, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 263% over the past three years.
Valuation Update With 7 Day Price Move • Aug 16Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,568, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 141% over the past three years.
Reported Earnings • Aug 11Second quarter 2022 earnings released: EPS: JP¥78.21 (vs JP¥52.99 in 2Q 2021)Second quarter 2022 results: EPS: JP¥78.21 (up from JP¥52.99 in 2Q 2021). Revenue: JP¥7.15b (up 17% from 2Q 2021). Net income: JP¥826.0m (up 44% from 2Q 2021). Profit margin: 12% (up from 9.4% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 6.7%, compared to a 9.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 01OAT Agrio Co., Ltd. to Report Q2, 2022 Results on Aug 09, 2022OAT Agrio Co., Ltd. announced that they will report Q2, 2022 results on Aug 09, 2022
Valuation Update With 7 Day Price Move • Jun 24Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥1,494, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 138% over the past three years.
Valuation Update With 7 Day Price Move • May 18Investor sentiment improved over the past weekAfter last week's 50% share price gain to JP¥1,629, the stock trades at a trailing P/E ratio of 8.7x. Average trailing P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 164% over the past three years.
Reported Earnings • May 13First quarter 2022 earnings released: EPS: JP¥121 (vs JP¥68.83 in 1Q 2021)First quarter 2022 results: EPS: JP¥121 (up from JP¥68.83 in 1Q 2021). Revenue: JP¥8.22b (up 20% from 1Q 2021). Net income: JP¥1.28b (up 71% from 1Q 2021). Profit margin: 16% (up from 11% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 3 independent directors. 8 non-independent directors. Independent Outside Director Nobuyuki Mitsui was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
お知らせ • Apr 08OAT Agrio Co., Ltd. to Report Q1, 2022 Results on May 11, 2022OAT Agrio Co., Ltd. announced that they will report Q1, 2022 results on May 11, 2022
Valuation Update With 7 Day Price Move • Mar 15Investor sentiment improved over the past weekAfter last week's 24% share price gain to JP¥1,032, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 35% over the past three years.
お知らせ • Feb 12OAT Agrio Co., Ltd., Annual General Meeting, Mar 30, 2022OAT Agrio Co., Ltd., Annual General Meeting, Mar 30, 2022.
Reported Earnings • Feb 12Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥268 (up from JP¥155 in FY 2020). Revenue: JP¥22.7b (up 12% from FY 2020). Net income: JP¥1.44b (up 72% from FY 2020). Profit margin: 6.4% (up from 4.1% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. 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 4% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 16 March 2022. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (2.2%).
Valuation Update With 7 Day Price Move • Nov 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to JP¥2,271, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 11% over the past three years.
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS JP¥18.15 (vs JP¥5.36 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥4.51b (up 14% from 3Q 2020). Net income: JP¥98.0m (up JP¥127.0m from 3Q 2020). Profit margin: 2.2% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year whereas the company’s share price has remained flat.
Reported Earnings • Aug 15Second quarter 2021 earnings released: EPS JP¥106 (vs JP¥44.90 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥6.13b (up 16% from 2Q 2020). Net income: JP¥575.0m (up 137% from 2Q 2020). Profit margin: 9.4% (up from 4.6% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 14Hokuko Chemical Industry Co., Ltd signed a basic agreement to acquire Benzofenapa and Bensfuresate Active Ingredients and Containing Agents Business of OAT Agrio Co., Ltd. from OAT Agrio Co., Ltd. (TSE:4979).Hokuko Chemical Industry Co., Ltd signed a basic agreement to acquire Benzofenapa and Bensfuresate Active Ingredients and Containing Agents Business of OAT Agrio Co., Ltd. from OAT Agrio Co., Ltd. (TSE:4979) on August 13, 2021. The consideration shall be paid in cash. The transfer agreement is planned to be signed by the end of September 2021. The transaction does not require a resolution at the shareholders meeting. The transaction is expected to close in end of September 2021.
お知らせ • Aug 11OAT Agrio Co., Ltd. (TSE:4979) announces an Equity Buyback for 250,000 shares, representing 4.6% for ¥300 million.OAT Agrio Co., Ltd. (TSE:4979) announces a share repurchase program. Under the program, the company will repurchase up to 250,000 shares, representing 4.6% of its issued share capital (excluding treasury stock), for a total purchase price of ¥300 million. The purpose of the program is to strengthen shareholder returns, improve capital efficiency, and enable flexible capital policies in the future. The program will be valid till May 31, 2022. As of June 30, 2021, the company had 5,433,656 issued shares (excluding treasury stock) and 102,344 treasury shares.
Valuation Update With 7 Day Price Move • Aug 11Investor sentiment improved over the past weekAfter last week's 18% share price gain to JP¥1,602, the stock trades at a trailing P/E ratio of 8.4x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total loss to shareholders of 33% over the past three years.
Reported Earnings • May 14First quarter 2021 earnings released: EPS JP¥138 (vs JP¥102 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥6.82b (up 9.2% from 1Q 2020). Net income: JP¥745.0m (up 35% from 1Q 2020). Profit margin: 11% (up from 8.8% in 1Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has only fallen by 26% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 30OAT Agrio Co., Ltd. to Report Fiscal Year 2020 Results on Feb 12, 2021OAT Agrio Co., Ltd. announced that they will report fiscal year 2020 results on Feb 12, 2021
Upcoming Dividend • Dec 22Upcoming Dividend of JP¥40.00 Per ShareWill be paid on the 13th of March to those who are registered shareholders by the 29th of December. The trailing yield of 2.9% is below the top quartile of Japanese dividend payers (3.0%), but it is higher than industry peers (2.0%).
Is New 90 Day High Low • Dec 01New 90-day high: JP¥1,484The company is up 36% from its price of JP¥1,090 on 02 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 17% over the same period.
お知らせ • Oct 08OAT Agrio Co., Ltd. to Report Q3, 2020 Results on Nov 13, 2020OAT Agrio Co., Ltd. announced that they will report Q3, 2020 results on Nov 13, 2020
お知らせ • Jul 17OAT Agrio Co., Ltd. to Report Q2, 2020 Results on Aug 14, 2020OAT Agrio Co., Ltd. announced that they will report Q2, 2020 results on Aug 14, 2020
