Yushiro（5013）株式概要(株)ユシロは子会社とともに、日本、米州、米国、中国、東南アジア、インドで金属加工油剤、ビルメンテナンス製品を製造・販売している。 詳細5013 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2/6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55.5%で取引されている 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不安定な配当実績 すべてのリスクチェックを見る5013 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW483,745 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA483,745 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥3.01k29.2% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-103m77b2016201920222025202620282031Revenue JP¥77.1bEarnings JP¥6.2bAdvancedSet Fair ValueView all narrativesYushiro Inc. 競合他社Sakai Chemical IndustrySymbol: TSE:4078Market cap: JP¥58.6bTokyo Printing Ink MfgSymbol: TSE:4635Market cap: JP¥25.3bStella ChemifaSymbol: TSE:4109Market cap: JP¥65.2bOsaka Organic Chemical IndustrySymbol: TSE:4187Market cap: JP¥92.1b価格と性能株価の高値、安値、推移の概要Yushiro過去の株価現在の株価JP¥3,005.0052週高値JP¥3,585.0052週安値JP¥2,076.00ベータ0.441ヶ月の変化3.94%3ヶ月変化-7.11%1年変化31.51%3年間の変化115.41%5年間の変化155.31%IPOからの変化156.84%最新ニュースNew Risk • Aug 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 6.6% 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).Reported Earnings • Aug 10First quarter 2027 earnings released: EPS: JP¥101 (vs JP¥152 in 1Q 2026)First quarter 2027 results: EPS: JP¥101 (down from JP¥152 in 1Q 2026). Revenue: JP¥12.9b (down 3.7% from 1Q 2026). Net income: JP¥1.32b (down 36% from 1Q 2026). Profit margin: 10% (down from 15% in 1Q 2026). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 28% per year.Declared Dividend • Jul 31Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 29th September 2026 Payment date: 14th December 2026 Dividend yield will be 4.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (31% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 39% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jun 03Yushiro Inc. to Report Q1, 2027 Results on Aug 07, 2026Yushiro Inc. announced that they will report Q1, 2027 results on Aug 07, 2026分析記事 • May 22We Think That There Are Some Issues For Yushiro (TSE:5013) Beyond Its Promising EarningsYushiro Inc.'s ( TSE:5013 ) robust recent earnings didn't do much to move the stock. However the statutory profit...Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥362 (vs JP¥318 in FY 2025)Full year 2026 results: EPS: JP¥362 (up from JP¥318 in FY 2025). Revenue: JP¥51.2b (down 7.8% from FY 2025). Net income: JP¥4.79b (up 11% from FY 2025). Profit margin: 9.4% (up from 7.8% in FY 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.最新情報をもっと見るRecent updatesNew Risk • Aug 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 6.6% 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).Reported Earnings • Aug 10First quarter 2027 earnings released: EPS: JP¥101 (vs JP¥152 in 1Q 2026)First quarter 2027 results: EPS: JP¥101 (down from JP¥152 in 1Q 2026). Revenue: JP¥12.9b (down 3.7% from 1Q 2026). Net income: JP¥1.32b (down 36% from 1Q 2026). Profit margin: 10% (down from 15% in 1Q 2026). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 28% per year.Declared Dividend • Jul 31Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 29th September 2026 Payment date: 14th December 2026 Dividend yield will be 4.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (31% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 39% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Jun 03Yushiro Inc. to Report Q1, 2027 Results on Aug 07, 2026Yushiro Inc. announced that they will report Q1, 2027 results on Aug 07, 2026分析記事 • May 22We Think That There Are Some Issues For Yushiro (TSE:5013) Beyond Its Promising EarningsYushiro Inc.'s ( TSE:5013 ) robust recent earnings didn't do much to move the stock. However the statutory profit...Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥362 (vs JP¥318 in FY 2025)Full year 2026 results: EPS: JP¥362 (up from JP¥318 in FY 2025). Revenue: JP¥51.2b (down 7.8% from FY 2025). Net income: JP¥4.79b (up 11% from FY 2025). Profit margin: 9.4% (up from 7.8% in FY 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 16Yushiro Inc. (TSE:5013) announces an Equity Buyback for 265,000 shares, representing 2.03% for ¥700 million.Yushiro Inc. (TSE:5013) announces a share repurchase program. Under the program, the company will repurchase up to 245,000 shares, representing 1.85% of its issued share capital, for ¥544.635 million. The shares will be repurchases at a price of ¥2,223 per share. The purpose of the program is to strengthen shareholder returns and improve capital efficiency as part of the capital policy in the medium-term management plan. The program will run until July 31, 2026. As of April 30, 2026, there are 13,024,420 outstanding shares and 875,645 shares in treasury.お知らせ • May 15Yushiro Inc., Annual General Meeting, Jun 23, 2026Yushiro Inc., Annual General Meeting, Jun 23, 2026.お知らせ • May 09Yushiro Inc. to Report Fiscal Year 2026 Results on May 15, 2026Yushiro Inc. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥68.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥121 (vs JP¥97.10 in 3Q 2025)Third quarter 2026 results: EPS: JP¥121 (up from JP¥97.10 in 3Q 2025). Revenue: JP¥13.1b (down 7.4% from 3Q 2025). Net income: JP¥1.59b (up 20% from 3Q 2025). Profit margin: 12% (up from 9.3% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 50% per year whereas the company’s share price has increased by 54% per year.New Risk • Jan 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.4% average weekly change).分析記事 • Jan 15Yushiro (TSE:5013) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,320, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 379% over the past three years.分析記事 • Dec 13Yushiro (TSE:5013) Has Announced A Dividend Of ¥68.00The board of Yushiro Inc. ( TSE:5013 ) has announced that it will pay a dividend on the 8th of June, with investors...Declared Dividend • Dec 13First half dividend of JP¥68.00 announcedDividend of JP¥68.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 42% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Dec 04There's No Escaping Yushiro Inc.'s (TSE:5013) Muted Earnings Despite A 29% Share Price RiseYushiro Inc. ( TSE:5013 ) shareholders would be excited to see that the share price has had a great month, posting a...お知らせ • Dec 02Yushiro Inc. to Report Q3, 2026 Results on Feb 06, 2026Yushiro Inc. announced that they will report Q3, 2026 results on Feb 06, 2026Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,614, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 269% over the past three years.分析記事 • Nov 19Yushiro's (TSE:5013) Profits May Not Reveal Underlying IssuesYushiro Inc.'s ( TSE:5013 ) healthy profit numbers didn't contain any surprises for investors. However the statutory...Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥66.56 (vs JP¥78.19 in 2Q 2025)Second quarter 2026 results: EPS: JP¥66.56 (down from JP¥78.19 in 2Q 2025). Revenue: JP¥12.3b (down 16% from 2Q 2025). Net income: JP¥884.0m (down 17% from 2Q 2025). Profit margin: 7.2% (down from 7.3% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 11Yushiro Inc. (TSE:5013) announces an Equity Buyback for 245,000 shares, representing 1.85% for ¥544.64 million.Yushiro Inc. (TSE:5013) announces a share repurchase program. Under the program, the company will repurchase up to 245,000 shares, representing 1.85% of its issued share capital, for ¥544.635 million. The shares will be repurchases at a price of ¥2,223 per share. The purpose of the program is to strengthen shareholder returns and improve capital efficiency as part of the capital policy in the medium-term management plan. As of October 31, 2025, there are 13,257,920 outstanding shares and 642,145 shares in treasury.Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).お知らせ • Sep 02Yushiro Inc. to Report Q2, 2026 Results on Nov 11, 2025Yushiro Inc. announced that they will report Q2, 2026 results on Nov 11, 2025Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥152 (vs JP¥104 in 1Q 2025)First quarter 2026 results: EPS: JP¥152 (up from JP¥104 in 1Q 2025). Revenue: JP¥13.4b (up 1.3% from 1Q 2025). Net income: JP¥2.05b (up 44% from 1Q 2025). Profit margin: 15% (up from 11% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 09Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 4.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 27Full year 2025 earnings released: EPS: JP¥318 (vs JP¥221 in FY 2024)Full year 2025 results: EPS: JP¥318 (up from JP¥221 in FY 2024). Revenue: JP¥55.5b (up 4.8% from FY 2024). Net income: JP¥4.32b (up 43% from FY 2024). Profit margin: 7.8% (up from 5.7% in FY 2024). The increase in margin was driven by higher revenue. 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 28% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 24Yushiro Inc. to Report Q1, 2026 Results on Aug 06, 2025Yushiro Inc. announced that they will report Q1, 2026 results on Aug 06, 2025Reported Earnings • May 18Full year 2025 earnings released: EPS: JP¥318 (vs JP¥221 in FY 2024)Full year 2025 results: EPS: JP¥318 (up from JP¥221 in FY 2024). Revenue: JP¥55.5b (up 4.8% from FY 2024). Net income: JP¥4.32b (up 43% from FY 2024). Profit margin: 7.8% (up from 5.7% in FY 2024). The increase in margin was driven by higher revenue. 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 26% per year, which means it is significantly lagging earnings growth.お知らせ • May 16Yushiro Inc. (TSE:5013) announces an Equity Buyback for 400,000 shares, representing 2.96% for ¥650 million.Yushiro Inc. (TSE:5013) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 2.96% of its issued share capital, for ¥650 million. The purpose of the program is to strengthen shareholder returns and improve capital efficiency as part of the capital policy in the medium-term management plan. As of April 30, 2025, there are 13,514,520 outstanding shares and 385,545 shares in treasury.お知らせ • May 14Yushiro Inc., Annual General Meeting, Jun 24, 2025Yushiro Inc., Annual General Meeting, Jun 24, 2025.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,620, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 79% over the past three years.Upcoming Dividend • Mar 21Upcoming dividend of JP¥68.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).分析記事 • Mar 05Yushiro Chemical Industry's (TSE:5013) Upcoming Dividend Will Be Larger Than Last Year'sYushiro Chemical Industry Co., Ltd. ( TSE:5013 ) has announced that it will be increasing its dividend from last year's...お知らせ • Mar 05Yushiro Chemical Industry Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Yushiro Chemical Industry Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥97.10 (vs JP¥81.27 in 3Q 2024)Third quarter 2025 results: EPS: JP¥97.10 (up from JP¥81.27 in 3Q 2024). Revenue: JP¥14.2b (flat on 3Q 2024). Net income: JP¥1.32b (up 19% from 3Q 2024). Profit margin: 9.3% (up from 7.8% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 11Yushiro Chemical Industry (TSE:5013) Is Increasing Its Dividend To ¥68.00The board of Yushiro Chemical Industry Co., Ltd. ( TSE:5013 ) has announced that it will be paying its dividend of...Declared Dividend • Dec 11First half dividend of JP¥68.00 announcedShareholders will receive a dividend of JP¥68.00. Ex-date: 28th March 2025 Payment date: 6th June 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Dec 05Yushiro Chemical Industry Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Yushiro Chemical Industry Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025お知らせ • Nov 22Yushiro Chemical Industry Co., Ltd. (TSE:5013) announces an Equity Buyback for 100,000 shares, representing 0.73% for ¥216.2 million.Yushiro Chemical Industry Co., Ltd. (TSE:5013) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 0.73% of its issued share capital, for ¥216.2 million. The shares will be repurchased at ¥2,162 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy that responds to the future business environment. As of October 31, 2024, there are 13,609,520 outstanding shares and 290,545 shares in treasury.Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 37%After last week's 37% share price gain to JP¥2,123, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 118% over the past three years.分析記事 • Nov 13Further Upside For Yushiro Chemical Industry Co., Ltd. (TSE:5013) Shares Could Introduce Price Risks After 25% BounceYushiro Chemical Industry Co., Ltd. ( TSE:5013 ) shares have had a really impressive month, gaining 25% after a shaky...New Risk • Nov 11New 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 8.3% 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 Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥78.18 (vs JP¥81.12 in 2Q 2024)Second quarter 2025 results: EPS: JP¥78.18 (down from JP¥81.12 in 2Q 2024). Revenue: JP¥14.5b (up 11% from 2Q 2024). Net income: JP¥1.06b (down 3.6% from 2Q 2024). Profit margin: 7.3% (down from 8.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).分析記事 • Sep 13Yushiro Chemical Industry (TSE:5013) Is Due To Pay A Dividend Of ¥30.00Yushiro Chemical Industry Co., Ltd. ( TSE:5013 ) will pay a dividend of ¥30.00 on the 11th of December. This makes the...お知らせ • Sep 13Yushiro Chemical Industry Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Yushiro Chemical Industry Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024分析記事 • Aug 19Yushiro Chemical Industry's (TSE:5013) Dividend Will Be ¥30.00Yushiro Chemical Industry Co., Ltd. ( TSE:5013 ) will pay a dividend of ¥30.00 on the 11th of December. This will take...Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥104 (vs JP¥51.51 in 1Q 2024)First quarter 2025 results: EPS: JP¥104 (up from JP¥51.51 in 1Q 2024). Revenue: JP¥13.3b (up 6.7% from 1Q 2024). Net income: JP¥1.42b (up 103% from 1Q 2024). Profit margin: 11% (up from 5.6% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buy Or Sell Opportunity • Aug 07Now 25% overvaluedOver the last 90 days, the stock has fallen 17% to JP¥1,623. The fair value is estimated to be JP¥1,299, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 42%.分析記事 • Aug 05Investors Give Yushiro Chemical Industry Co., Ltd. (TSE:5013) Shares A 27% HidingTo the annoyance of some shareholders, Yushiro Chemical Industry Co., Ltd. ( TSE:5013 ) shares are down a considerable...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥1,325, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 24% over the past three years.分析記事 • Jul 26Yushiro Chemical Industry (TSE:5013) Will Pay A Dividend Of ¥30.00Yushiro Chemical Industry Co., Ltd. ( TSE:5013 ) will pay a dividend of ¥30.00 on the 11th of December. This will take...分析記事 • Jul 12Yushiro Chemical Industry (TSE:5013) Has Announced A Dividend Of ¥30.00Yushiro Chemical Industry Co., Ltd. ( TSE:5013 ) has announced that it will pay a dividend of ¥30.00 per share on the...Declared Dividend • Jul 11Final dividend increased to JP¥30.00Dividend of JP¥30.00 is 50% higher than last year. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.New Risk • Jun 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.5% average weekly change).お知らせ • Jun 06Yushiro Chemical Industry Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Yushiro Chemical Industry Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥221 (vs JP¥65.99 in FY 2023)Full year 2024 results: EPS: JP¥221 (up from JP¥65.99 in FY 2023). Revenue: JP¥53.0b (up 13% from FY 2023). Net income: JP¥3.01b (up 235% from FY 2023). Profit margin: 5.7% (up from 1.9% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,650, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 56% over the past three years.お知らせ • May 17Yushiro Chemical Industry Co., Ltd., Annual General Meeting, Jun 25, 2024Yushiro Chemical Industry Co., Ltd., Annual General Meeting, Jun 25, 2024.お知らせ • May 16+ 2 more updatesYushiro Chemical Industry Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2025Yushiro Chemical Industry Co., Ltd. expected to pay dividend of JPY 40 per share for the fiscal year ending March 31, 2025 compared to JPY 50 per share paid a year ago.Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).お知らせ • Mar 14Yushiro Chemical Industry Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Yushiro Chemical Industry Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥81.26 (vs JP¥24.84 in 3Q 2023)Third quarter 2024 results: EPS: JP¥81.26 (up from JP¥24.84 in 3Q 2023). Revenue: JP¥14.1b (up 13% from 3Q 2023). Net income: JP¥1.11b (up 227% from 3Q 2023). Profit margin: 7.8% (up from 2.7% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 08Yushiro Chemical Industry Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024Yushiro Chemical Industry Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥81.12 (vs JP¥6.61 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥81.12 (up from JP¥6.61 loss in 2Q 2023). Revenue: JP¥13.1b (up 13% from 2Q 2023). Net income: JP¥1.10b (up JP¥1.19b from 2Q 2023). Profit margin: 8.5% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).お知らせ • Sep 06Yushiro Chemical Industry Co., Ltd. to Report Q2, 2024 Results on Nov 06, 2023Yushiro Chemical Industry Co., Ltd. announced that they will report Q2, 2024 results on Nov 06, 2023New Risk • Aug 08New 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 8.6% 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 Share price has been highly volatile over the past 3 months (8.6% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 28% per year over the past 5 years.Reported Earnings • Aug 05First quarter 2024 earnings released: EPS: JP¥51.51 (vs JP¥14.26 in 1Q 2023)First quarter 2024 results: EPS: JP¥51.51 (up from JP¥14.26 in 1Q 2023). Revenue: JP¥12.4b (up 22% from 1Q 2023). Net income: JP¥701.0m (up 261% from 1Q 2023). Profit margin: 5.6% (up from 1.9% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.New Risk • Jul 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.2b (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 Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 32% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥14.2b market cap, or US$99.8m).お知らせ • Jun 03Yushiro Chemical Industry Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023Yushiro Chemical Industry Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥65.98 (vs JP¥20.07 in FY 2022)Full year 2023 results: EPS: JP¥65.98 (up from JP¥20.07 in FY 2022). Revenue: JP¥46.8b (up 24% from FY 2022). Net income: JP¥898.0m (up 229% from FY 2022). Profit margin: 1.9% (up from 0.7% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • May 13Yushiro Chemical Industry Co., Ltd., Annual General Meeting, Jun 27, 2023Yushiro Chemical Industry Co., Ltd., Annual General Meeting, Jun 27, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.4%. 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¥24.83 (vs JP¥17.34 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.83 (up from JP¥17.34 in 3Q 2022). Revenue: JP¥12.5b (up 31% from 3Q 2022). Net income: JP¥338.0m (up 43% from 3Q 2022). Profit margin: 2.7% (up from 2.5% in 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.お知らせ • Feb 03+ 1 more updateYushiro Chemical Industry Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Yushiro Chemical Industry Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expects to pay dividend of JPY 10.00 per share against JPY 28.00 per share for the same period a year ago.お知らせ • Dec 09Yushiro Chemical Industry Co., Ltd. to Report Q3, 2023 Results on Feb 03, 2023Yushiro Chemical Industry Co., Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Atsuko Sugiyama was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 06Second quarter 2023 earnings released: JP¥6.61 loss per share (vs JP¥16.10 profit in 2Q 2022)Second quarter 2023 results: JP¥6.61 loss per share (down from JP¥16.10 profit in 2Q 2022). Revenue: JP¥11.5b (up 25% from 2Q 2022). Net loss: JP¥90.0m (down 141% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.お知らせ • Nov 05+ 1 more updateYushiro Chemical Industry Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Yushiro Chemical Industry Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 45,540 million, operating profit to be JPY 350 million, ordinary profit to be JPY 790 million, profit attributable to owners of parent to be JPY 160 million and basic earnings per share to be JPY 11.75.Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 5.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).お知らせ • Sep 09Yushiro Chemical Industry Co., Ltd. to Report Q2, 2023 Results on Nov 04, 2022Yushiro Chemical Industry Co., Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022お知らせ • Aug 22+ 1 more updateYushiro Chemical Industry Co., Ltd. Announces Dividend Guidance for the Second Quarter and Full Year of Year Ending March 31, 2023Yushiro Chemical Industry Co., Ltd. announced dividend guidance for the second quarter and full year of year ending March 31, 2023. For the second quarter the company expects the dividend of JPY 10 per share against JPY 20 per share a year ago. For the year the company expects the dividend of JPY 10 per share against JPY 28 per share a year ago.Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥14.26 (vs JP¥41.96 in 1Q 2022)First quarter 2023 results: EPS: JP¥14.26 (down from JP¥41.96 in 1Q 2022). Revenue: JP¥10.2b (up 15% from 1Q 2022). Net income: JP¥194.0m (down 66% from 1Q 2022). Profit margin: 1.9% (down from 6.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.お知らせ • Jun 03Yushiro Chemical Industry Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Yushiro Chemical Industry Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥20.07 (vs JP¥72.01 in FY 2021)Full year 2022 results: EPS: JP¥20.07 (down from JP¥72.01 in FY 2021). Revenue: JP¥37.7b (up 19% from FY 2021). Net income: JP¥273.0m (down 72% from FY 2021). Profit margin: 0.7% (down from 3.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • May 18Yushiro Chemical Industry Co., Ltd., Annual General Meeting, Jun 24, 2022Yushiro Chemical Industry Co., Ltd., Annual General Meeting, Jun 24, 2022.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 2 highly experienced directors. 1 independent director (10 non-independent directors). President, Senior MD & Director Masanori Arisaka was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08Yushiro Chemical Industry Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Yushiro Chemical Industry Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 09 June 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.6%).Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥17.34 (down from JP¥33.49 in 3Q 2021). Revenue: JP¥9.49b (up 12% from 3Q 2021). Net income: JP¥236.0m (down 48% from 3Q 2021). Profit margin: 2.5% (down from 5.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥16.10 (vs JP¥9.72 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥9.26b (up 37% from 2Q 2021). Net income: JP¥219.0m (up JP¥351.0m from 2Q 2021). Profit margin: 2.4% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).株主還元5013JP ChemicalsJP 市場7D0.7%-0.05%1.2%1Y31.5%38.1%32.0%株主還元を見る業界別リターン: 5013過去 1 年間で38.1 % 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: 5013は、過去 1 年間で32 % のリターンをもたらしたJPマーケットと一致しました。価格変動Is 5013's price volatile compared to industry and market?5013 volatility5013 Average Weekly Movement6.6%Chemicals Industry Average Movement5.1%Market Average Movement4.1%10% most volatile stocks in JP Market9.0%10% least volatile stocks in JP Market2.1%安定した株価: 5013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: 5013の weekly volatility ( 7% ) 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1933862Masanori Arisakawww.yushiro.co.jpユシロ株式会社は、子会社とともに、日本、南北アメリカ、中国、東南アジア、インドにおいて、金属加工用油・液およびビルメンテナンス用品を製造・販売しています。同社は、水混和性切削・研削液やストレート切削・研削油を含む切削・研削用油・液、 水溶性冷間圧延油、ストレート圧延油、シームレスパイプ用熱間圧延油、非黒鉛系熱間鍛造油からなる成形油・液、ならびに引抜き・プレス用油および冷間鍛造油；さらに、防錆剤、金属洗浄剤、自動車用塗料保護コーティング、車体保護ワックスなどの表面処理剤を提供している。 また、内径用ダイヤモンドブレードソー向けの水混和性切削液、マルチブレードソーおよびマルチワイヤーソー向けの無添加スラリーベース、マルチワイヤーソー向けの難燃性水混和性スラリーベース、およびマルチワイヤーソー向けの水混和性スラリーベースも提供しています； アルミニウムおよびガラスディスク用の研削液、磁気ヘッド用ダイヤモンドスラリー；アルミニウムおよびマグネシウムダイカスト用潤滑剤、ウレタンフォーム用離型剤、プランジャー先端用潤滑剤；水性焼入れ液製品；難燃性作動油；および消臭製品。 さらに、同社は、ウレタンおよびアクリル樹脂ワックス、水性および油性フロアワックスなどの床研磨用化学薬品、表面洗浄剤、剥離剤、カーペットクリーナーからなる床用洗浄剤、ハンドソープ、およびメンテナンス用乗用カートを含む床メンテナンス機器などのビルメンテナンス製品も提供している。 さらに、 機械・設備および輸送機器も提供している。同社はかつて「ユシロ化学工業株式会社」として知られていたが、2025年4月に「ユシロ株式会社」に社名を変更した。ユシロ株式会社は1933年に設立され、日本の大田区に本社を置いている。もっと見るYushiro Inc. 基礎のまとめYushiro の収益と売上を時価総額と比較するとどうか。5013 基礎統計学時価総額JP¥38.74b収益（TTM）JP¥4.05b売上高(TTM)JP¥50.67b9.6xPER（株価収益率0.8xP/Sレシオ5013 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5013 損益計算書（TTM）収益JP¥50.67b売上原価JP¥33.62b売上総利益JP¥17.06bその他の費用JP¥13.00b収益JP¥4.05b直近の収益報告Jun 30, 2026次回決算日該当なし一株当たり利益（EPS）314.47グロス・マージン33.66%純利益率8.00%有利子負債／自己資本比率11.0%5013 の長期的なパフォーマンスは？過去の実績と比較を見る配当金4.1%現在の配当利回り36%配当性向5013 配当は確実ですか？5013 配当履歴とベンチマークを見る5013 、いつまでに購入すれば配当金を受け取れますか？Yushiro 配当日配当落ち日Sep 29 2026配当支払日Dec 14 2026配当落ちまでの日数40 days配当支払日までの日数116 days5013 配当は確実ですか？5013 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2026/08/19 22:53終値2026/08/19 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Yushiro Inc. 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。1 アナリスト機関Koichi HariyaIchiyoshi Research Institute Inc.
New Risk • Aug 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 6.6% 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).
Reported Earnings • Aug 10First quarter 2027 earnings released: EPS: JP¥101 (vs JP¥152 in 1Q 2026)First quarter 2027 results: EPS: JP¥101 (down from JP¥152 in 1Q 2026). Revenue: JP¥12.9b (down 3.7% from 1Q 2026). Net income: JP¥1.32b (down 36% from 1Q 2026). Profit margin: 10% (down from 15% in 1Q 2026). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 28% per year.
Declared Dividend • Jul 31Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 29th September 2026 Payment date: 14th December 2026 Dividend yield will be 4.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (31% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 39% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 03Yushiro Inc. to Report Q1, 2027 Results on Aug 07, 2026Yushiro Inc. announced that they will report Q1, 2027 results on Aug 07, 2026
分析記事 • May 22We Think That There Are Some Issues For Yushiro (TSE:5013) Beyond Its Promising EarningsYushiro Inc.'s ( TSE:5013 ) robust recent earnings didn't do much to move the stock. However the statutory profit...
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥362 (vs JP¥318 in FY 2025)Full year 2026 results: EPS: JP¥362 (up from JP¥318 in FY 2025). Revenue: JP¥51.2b (down 7.8% from FY 2025). Net income: JP¥4.79b (up 11% from FY 2025). Profit margin: 9.4% (up from 7.8% in FY 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Aug 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 6.6% 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. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.6% average weekly change).
Reported Earnings • Aug 10First quarter 2027 earnings released: EPS: JP¥101 (vs JP¥152 in 1Q 2026)First quarter 2027 results: EPS: JP¥101 (down from JP¥152 in 1Q 2026). Revenue: JP¥12.9b (down 3.7% from 1Q 2026). Net income: JP¥1.32b (down 36% from 1Q 2026). Profit margin: 10% (down from 15% in 1Q 2026). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 28% per year.
Declared Dividend • Jul 31Final dividend of JP¥40.00 announcedShareholders will receive a dividend of JP¥40.00. Ex-date: 29th September 2026 Payment date: 14th December 2026 Dividend yield will be 4.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by both earnings (31% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 39% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 03Yushiro Inc. to Report Q1, 2027 Results on Aug 07, 2026Yushiro Inc. announced that they will report Q1, 2027 results on Aug 07, 2026
分析記事 • May 22We Think That There Are Some Issues For Yushiro (TSE:5013) Beyond Its Promising EarningsYushiro Inc.'s ( TSE:5013 ) robust recent earnings didn't do much to move the stock. However the statutory profit...
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥362 (vs JP¥318 in FY 2025)Full year 2026 results: EPS: JP¥362 (up from JP¥318 in FY 2025). Revenue: JP¥51.2b (down 7.8% from FY 2025). Net income: JP¥4.79b (up 11% from FY 2025). Profit margin: 9.4% (up from 7.8% in FY 2025). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 16Yushiro Inc. (TSE:5013) announces an Equity Buyback for 265,000 shares, representing 2.03% for ¥700 million.Yushiro Inc. (TSE:5013) announces a share repurchase program. Under the program, the company will repurchase up to 245,000 shares, representing 1.85% of its issued share capital, for ¥544.635 million. The shares will be repurchases at a price of ¥2,223 per share. The purpose of the program is to strengthen shareholder returns and improve capital efficiency as part of the capital policy in the medium-term management plan. The program will run until July 31, 2026. As of April 30, 2026, there are 13,024,420 outstanding shares and 875,645 shares in treasury.
お知らせ • May 15Yushiro Inc., Annual General Meeting, Jun 23, 2026Yushiro Inc., Annual General Meeting, Jun 23, 2026.
お知らせ • May 09Yushiro Inc. to Report Fiscal Year 2026 Results on May 15, 2026Yushiro Inc. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥68.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥121 (vs JP¥97.10 in 3Q 2025)Third quarter 2026 results: EPS: JP¥121 (up from JP¥97.10 in 3Q 2025). Revenue: JP¥13.1b (down 7.4% from 3Q 2025). Net income: JP¥1.59b (up 20% from 3Q 2025). Profit margin: 12% (up from 9.3% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 50% per year whereas the company’s share price has increased by 54% per year.
New Risk • Jan 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.4% average weekly change).
分析記事 • Jan 15Yushiro (TSE:5013) Has A Rock Solid Balance SheetThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥3,320, the stock trades at a trailing P/E ratio of 9.2x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 379% over the past three years.
分析記事 • Dec 13Yushiro (TSE:5013) Has Announced A Dividend Of ¥68.00The board of Yushiro Inc. ( TSE:5013 ) has announced that it will pay a dividend on the 8th of June, with investors...
Declared Dividend • Dec 13First half dividend of JP¥68.00 announcedDividend of JP¥68.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 8th June 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 9.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 42% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Dec 04There's No Escaping Yushiro Inc.'s (TSE:5013) Muted Earnings Despite A 29% Share Price RiseYushiro Inc. ( TSE:5013 ) shareholders would be excited to see that the share price has had a great month, posting a...
お知らせ • Dec 02Yushiro Inc. to Report Q3, 2026 Results on Feb 06, 2026Yushiro Inc. announced that they will report Q3, 2026 results on Feb 06, 2026
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥2,614, the stock trades at a trailing P/E ratio of 7.3x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 269% over the past three years.
分析記事 • Nov 19Yushiro's (TSE:5013) Profits May Not Reveal Underlying IssuesYushiro Inc.'s ( TSE:5013 ) healthy profit numbers didn't contain any surprises for investors. However the statutory...
Reported Earnings • Nov 14Second quarter 2026 earnings released: EPS: JP¥66.56 (vs JP¥78.19 in 2Q 2025)Second quarter 2026 results: EPS: JP¥66.56 (down from JP¥78.19 in 2Q 2025). Revenue: JP¥12.3b (down 16% from 2Q 2025). Net income: JP¥884.0m (down 17% from 2Q 2025). Profit margin: 7.2% (down from 7.3% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 42% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 11Yushiro Inc. (TSE:5013) announces an Equity Buyback for 245,000 shares, representing 1.85% for ¥544.64 million.Yushiro Inc. (TSE:5013) announces a share repurchase program. Under the program, the company will repurchase up to 245,000 shares, representing 1.85% of its issued share capital, for ¥544.635 million. The shares will be repurchases at a price of ¥2,223 per share. The purpose of the program is to strengthen shareholder returns and improve capital efficiency as part of the capital policy in the medium-term management plan. As of October 31, 2025, there are 13,257,920 outstanding shares and 642,145 shares in treasury.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
お知らせ • Sep 02Yushiro Inc. to Report Q2, 2026 Results on Nov 11, 2025Yushiro Inc. announced that they will report Q2, 2026 results on Nov 11, 2025
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥152 (vs JP¥104 in 1Q 2025)First quarter 2026 results: EPS: JP¥152 (up from JP¥104 in 1Q 2025). Revenue: JP¥13.4b (up 1.3% from 1Q 2025). Net income: JP¥2.05b (up 44% from 1Q 2025). Profit margin: 15% (up from 11% in 1Q 2025). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 34% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 09Final dividend of JP¥30.00 announcedShareholders will receive a dividend of JP¥30.00. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 4.7%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 18% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 27Full year 2025 earnings released: EPS: JP¥318 (vs JP¥221 in FY 2024)Full year 2025 results: EPS: JP¥318 (up from JP¥221 in FY 2024). Revenue: JP¥55.5b (up 4.8% from FY 2024). Net income: JP¥4.32b (up 43% from FY 2024). Profit margin: 7.8% (up from 5.7% in FY 2024). The increase in margin was driven by higher revenue. 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 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 24Yushiro Inc. to Report Q1, 2026 Results on Aug 06, 2025Yushiro Inc. announced that they will report Q1, 2026 results on Aug 06, 2025
Reported Earnings • May 18Full year 2025 earnings released: EPS: JP¥318 (vs JP¥221 in FY 2024)Full year 2025 results: EPS: JP¥318 (up from JP¥221 in FY 2024). Revenue: JP¥55.5b (up 4.8% from FY 2024). Net income: JP¥4.32b (up 43% from FY 2024). Profit margin: 7.8% (up from 5.7% in FY 2024). The increase in margin was driven by higher revenue. 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 26% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16Yushiro Inc. (TSE:5013) announces an Equity Buyback for 400,000 shares, representing 2.96% for ¥650 million.Yushiro Inc. (TSE:5013) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 2.96% of its issued share capital, for ¥650 million. The purpose of the program is to strengthen shareholder returns and improve capital efficiency as part of the capital policy in the medium-term management plan. As of April 30, 2025, there are 13,514,520 outstanding shares and 385,545 shares in treasury.
お知らせ • May 14Yushiro Inc., Annual General Meeting, Jun 24, 2025Yushiro Inc., Annual General Meeting, Jun 24, 2025.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,620, the stock trades at a trailing P/E ratio of 5.6x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 79% over the past three years.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥68.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 06 June 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).
分析記事 • Mar 05Yushiro Chemical Industry's (TSE:5013) Upcoming Dividend Will Be Larger Than Last Year'sYushiro Chemical Industry Co., Ltd. ( TSE:5013 ) has announced that it will be increasing its dividend from last year's...
お知らせ • Mar 05Yushiro Chemical Industry Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Yushiro Chemical Industry Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥97.10 (vs JP¥81.27 in 3Q 2024)Third quarter 2025 results: EPS: JP¥97.10 (up from JP¥81.27 in 3Q 2024). Revenue: JP¥14.2b (flat on 3Q 2024). Net income: JP¥1.32b (up 19% from 3Q 2024). Profit margin: 9.3% (up from 7.8% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 26% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 11Yushiro Chemical Industry (TSE:5013) Is Increasing Its Dividend To ¥68.00The board of Yushiro Chemical Industry Co., Ltd. ( TSE:5013 ) has announced that it will be paying its dividend of...
Declared Dividend • Dec 11First half dividend of JP¥68.00 announcedShareholders will receive a dividend of JP¥68.00. Ex-date: 28th March 2025 Payment date: 6th June 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (42% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Dec 05Yushiro Chemical Industry Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Yushiro Chemical Industry Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025
お知らせ • Nov 22Yushiro Chemical Industry Co., Ltd. (TSE:5013) announces an Equity Buyback for 100,000 shares, representing 0.73% for ¥216.2 million.Yushiro Chemical Industry Co., Ltd. (TSE:5013) announces a share repurchase program. Under the program, the company will repurchase up to 100,000 shares, representing 0.73% of its issued share capital, for ¥216.2 million. The shares will be repurchased at ¥2,162 per share. The purpose of the program is to improve capital efficiency and to implement a flexible capital policy that responds to the future business environment. As of October 31, 2024, there are 13,609,520 outstanding shares and 290,545 shares in treasury.
Valuation Update With 7 Day Price Move • Nov 15Investor sentiment improves as stock rises 37%After last week's 37% share price gain to JP¥2,123, the stock trades at a trailing P/E ratio of 7.8x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 118% over the past three years.
分析記事 • Nov 13Further Upside For Yushiro Chemical Industry Co., Ltd. (TSE:5013) Shares Could Introduce Price Risks After 25% BounceYushiro Chemical Industry Co., Ltd. ( TSE:5013 ) shares have had a really impressive month, gaining 25% after a shaky...
New Risk • Nov 11New 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 8.3% 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 Risk Share price has been highly volatile over the past 3 months (8.3% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥78.18 (vs JP¥81.12 in 2Q 2024)Second quarter 2025 results: EPS: JP¥78.18 (down from JP¥81.12 in 2Q 2024). Revenue: JP¥14.5b (up 11% from 2Q 2024). Net income: JP¥1.06b (down 3.6% from 2Q 2024). Profit margin: 7.3% (down from 8.5% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥30.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).
分析記事 • Sep 13Yushiro Chemical Industry (TSE:5013) Is Due To Pay A Dividend Of ¥30.00Yushiro Chemical Industry Co., Ltd. ( TSE:5013 ) will pay a dividend of ¥30.00 on the 11th of December. This makes the...
お知らせ • Sep 13Yushiro Chemical Industry Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Yushiro Chemical Industry Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
分析記事 • Aug 19Yushiro Chemical Industry's (TSE:5013) Dividend Will Be ¥30.00Yushiro Chemical Industry Co., Ltd. ( TSE:5013 ) will pay a dividend of ¥30.00 on the 11th of December. This will take...
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥104 (vs JP¥51.51 in 1Q 2024)First quarter 2025 results: EPS: JP¥104 (up from JP¥51.51 in 1Q 2024). Revenue: JP¥13.3b (up 6.7% from 1Q 2024). Net income: JP¥1.42b (up 103% from 1Q 2024). Profit margin: 11% (up from 5.6% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buy Or Sell Opportunity • Aug 07Now 25% overvaluedOver the last 90 days, the stock has fallen 17% to JP¥1,623. The fair value is estimated to be JP¥1,299, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 18% over the last 3 years. Earnings per share has grown by 42%.
分析記事 • Aug 05Investors Give Yushiro Chemical Industry Co., Ltd. (TSE:5013) Shares A 27% HidingTo the annoyance of some shareholders, Yushiro Chemical Industry Co., Ltd. ( TSE:5013 ) shares are down a considerable...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 26%After last week's 26% share price decline to JP¥1,325, the stock trades at a trailing P/E ratio of 6x. Average trailing P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 24% over the past three years.
分析記事 • Jul 26Yushiro Chemical Industry (TSE:5013) Will Pay A Dividend Of ¥30.00Yushiro Chemical Industry Co., Ltd. ( TSE:5013 ) will pay a dividend of ¥30.00 on the 11th of December. This will take...
分析記事 • Jul 12Yushiro Chemical Industry (TSE:5013) Has Announced A Dividend Of ¥30.00Yushiro Chemical Industry Co., Ltd. ( TSE:5013 ) has announced that it will pay a dividend of ¥30.00 per share on the...
Declared Dividend • Jul 11Final dividend increased to JP¥30.00Dividend of JP¥30.00 is 50% higher than last year. Ex-date: 27th September 2024 Payment date: 11th December 2024 Dividend yield will be 4.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 8.8% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 12% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
New Risk • Jun 14New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.5% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (5.5% average weekly change).
お知らせ • Jun 06Yushiro Chemical Industry Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Yushiro Chemical Industry Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥221 (vs JP¥65.99 in FY 2023)Full year 2024 results: EPS: JP¥221 (up from JP¥65.99 in FY 2023). Revenue: JP¥53.0b (up 13% from FY 2023). Net income: JP¥3.01b (up 235% from FY 2023). Profit margin: 5.7% (up from 1.9% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • May 17Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥1,650, the stock trades at a trailing P/E ratio of 6.7x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 56% over the past three years.
お知らせ • May 17Yushiro Chemical Industry Co., Ltd., Annual General Meeting, Jun 25, 2024Yushiro Chemical Industry Co., Ltd., Annual General Meeting, Jun 25, 2024.
お知らせ • May 16+ 2 more updatesYushiro Chemical Industry Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2025Yushiro Chemical Industry Co., Ltd. expected to pay dividend of JPY 40 per share for the fiscal year ending March 31, 2025 compared to JPY 50 per share paid a year ago.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 07 June 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).
お知らせ • Mar 14Yushiro Chemical Industry Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Yushiro Chemical Industry Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 08Third quarter 2024 earnings released: EPS: JP¥81.26 (vs JP¥24.84 in 3Q 2023)Third quarter 2024 results: EPS: JP¥81.26 (up from JP¥24.84 in 3Q 2023). Revenue: JP¥14.1b (up 13% from 3Q 2023). Net income: JP¥1.11b (up 227% from 3Q 2023). Profit margin: 7.8% (up from 2.7% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 08Yushiro Chemical Industry Co., Ltd. to Report Q3, 2024 Results on Feb 06, 2024Yushiro Chemical Industry Co., Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024
Reported Earnings • Nov 07Second quarter 2024 earnings released: EPS: JP¥81.12 (vs JP¥6.61 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥81.12 (up from JP¥6.61 loss in 2Q 2023). Revenue: JP¥13.1b (up 13% from 2Q 2023). Net income: JP¥1.10b (up JP¥1.19b from 2Q 2023). Profit margin: 8.5% (up from net loss in 2Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 5% per year and the company’s share price has also increased by 5% per year.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per share at 3.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
お知らせ • Sep 06Yushiro Chemical Industry Co., Ltd. to Report Q2, 2024 Results on Nov 06, 2023Yushiro Chemical Industry Co., Ltd. announced that they will report Q2, 2024 results on Nov 06, 2023
New Risk • Aug 08New 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 8.6% 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 Share price has been highly volatile over the past 3 months (8.6% average weekly change). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 28% per year over the past 5 years.
Reported Earnings • Aug 05First quarter 2024 earnings released: EPS: JP¥51.51 (vs JP¥14.26 in 1Q 2023)First quarter 2024 results: EPS: JP¥51.51 (up from JP¥14.26 in 1Q 2023). Revenue: JP¥12.4b (up 22% from 1Q 2023). Net income: JP¥701.0m (up 261% from 1Q 2023). Profit margin: 5.6% (up from 1.9% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
New Risk • Jul 08New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥14.2b (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 Risks Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 32% per year over the past 5 years. Minor Risk Market cap is less than US$100m (JP¥14.2b market cap, or US$99.8m).
お知らせ • Jun 03Yushiro Chemical Industry Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023Yushiro Chemical Industry Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 15Full year 2023 earnings released: EPS: JP¥65.98 (vs JP¥20.07 in FY 2022)Full year 2023 results: EPS: JP¥65.98 (up from JP¥20.07 in FY 2022). Revenue: JP¥46.8b (up 24% from FY 2022). Net income: JP¥898.0m (up 229% from FY 2022). Profit margin: 1.9% (up from 0.7% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • May 13Yushiro Chemical Industry Co., Ltd., Annual General Meeting, Jun 27, 2023Yushiro Chemical Industry Co., Ltd., Annual General Meeting, Jun 27, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.4%. 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¥24.83 (vs JP¥17.34 in 3Q 2022)Third quarter 2023 results: EPS: JP¥24.83 (up from JP¥17.34 in 3Q 2022). Revenue: JP¥12.5b (up 31% from 3Q 2022). Net income: JP¥338.0m (up 43% from 3Q 2022). Profit margin: 2.7% (up from 2.5% in 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 03+ 1 more updateYushiro Chemical Industry Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Yushiro Chemical Industry Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2023. For the period, the company expects to pay dividend of JPY 10.00 per share against JPY 28.00 per share for the same period a year ago.
お知らせ • Dec 09Yushiro Chemical Industry Co., Ltd. to Report Q3, 2023 Results on Feb 03, 2023Yushiro Chemical Industry Co., Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Atsuko Sugiyama was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 06Second quarter 2023 earnings released: JP¥6.61 loss per share (vs JP¥16.10 profit in 2Q 2022)Second quarter 2023 results: JP¥6.61 loss per share (down from JP¥16.10 profit in 2Q 2022). Revenue: JP¥11.5b (up 25% from 2Q 2022). Net loss: JP¥90.0m (down 141% from profit in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 05+ 1 more updateYushiro Chemical Industry Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Yushiro Chemical Industry Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 45,540 million, operating profit to be JPY 350 million, ordinary profit to be JPY 790 million, profit attributable to owners of parent to be JPY 160 million and basic earnings per share to be JPY 11.75.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 5.6%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).
お知らせ • Sep 09Yushiro Chemical Industry Co., Ltd. to Report Q2, 2023 Results on Nov 04, 2022Yushiro Chemical Industry Co., Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022
お知らせ • Aug 22+ 1 more updateYushiro Chemical Industry Co., Ltd. Announces Dividend Guidance for the Second Quarter and Full Year of Year Ending March 31, 2023Yushiro Chemical Industry Co., Ltd. announced dividend guidance for the second quarter and full year of year ending March 31, 2023. For the second quarter the company expects the dividend of JPY 10 per share against JPY 20 per share a year ago. For the year the company expects the dividend of JPY 10 per share against JPY 28 per share a year ago.
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥14.26 (vs JP¥41.96 in 1Q 2022)First quarter 2023 results: EPS: JP¥14.26 (down from JP¥41.96 in 1Q 2022). Revenue: JP¥10.2b (up 15% from 1Q 2022). Net income: JP¥194.0m (down 66% from 1Q 2022). Profit margin: 1.9% (down from 6.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 03Yushiro Chemical Industry Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Yushiro Chemical Industry Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022
Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥20.07 (vs JP¥72.01 in FY 2021)Full year 2022 results: EPS: JP¥20.07 (down from JP¥72.01 in FY 2021). Revenue: JP¥37.7b (up 19% from FY 2021). Net income: JP¥273.0m (down 72% from FY 2021). Profit margin: 0.7% (down from 3.1% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • May 18Yushiro Chemical Industry Co., Ltd., Annual General Meeting, Jun 24, 2022Yushiro Chemical Industry Co., Ltd., Annual General Meeting, Jun 24, 2022.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 2 highly experienced directors. 1 independent director (10 non-independent directors). President, Senior MD & Director Masanori Arisaka was the last director to join the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Yushiro Chemical Industry Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Yushiro Chemical Industry Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 09 June 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.6%).
Reported Earnings • Feb 07Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥17.34 (down from JP¥33.49 in 3Q 2021). Revenue: JP¥9.49b (up 12% from 3Q 2021). Net income: JP¥236.0m (down 48% from 3Q 2021). Profit margin: 2.5% (down from 5.4% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 07Second quarter 2022 earnings released: EPS JP¥16.10 (vs JP¥9.72 loss in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥9.26b (up 37% from 2Q 2021). Net income: JP¥219.0m (up JP¥351.0m from 2Q 2021). Profit margin: 2.4% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%).
