Takamisawa（5283）株式概要株式会社タカミサワは、日本でコンクリート二次製品、生コンクリート、砂利、砂、セメント、その他建設資材の製造・販売を行っている。 詳細5283 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3/6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69%で取引されている 過去1年間で収益は18.2%増加しました 2.17%の安定した配当金を支払う リスク分析過去5年間で収益は年間6.6%減少しました。 意味のある時価総額がありません ( ¥5B )財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る5283 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¥3.22k33.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture091b2016201920222025202620282031Revenue JP¥90.6bEarnings JP¥960.1mAdvancedSet Fair ValueView all narrativesTakamisawa Co., Ltd. 競合他社Nippon CrucibleSymbol: TSE:5355Market cap: JP¥4.4bNikken KogakuSymbol: TSE:9767Market cap: JP¥2.6bAsahi Concrete WorksSymbol: TSE:5268Market cap: JP¥12.3bGEOSTRSymbol: TSE:5282Market cap: JP¥11.6b価格と性能株価の高値、安値、推移の概要Takamisawa過去の株価現在の株価JP¥3,220.0052週高値JP¥3,795.0052週安値JP¥3,050.00ベータ0.451ヶ月の変化-4.45%3ヶ月変化-13.32%1年変化0.94%3年間の変化27.27%5年間の変化28.85%IPOからの変化-62.72%最新ニュースReported Earnings • May 13Third quarter 2026 earnings released: EPS: JP¥259 (vs JP¥155 in 3Q 2025)Third quarter 2026 results: EPS: JP¥259 (up from JP¥155 in 3Q 2025). Revenue: JP¥19.5b (up 3.6% from 3Q 2025). Net income: JP¥428.0m (up 65% from 3Q 2025). Profit margin: 2.2% (up from 1.4% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.分析記事 • Feb 14Investors Can Find Comfort In Takamisawa's (TSE:5283) Earnings QualitySoft earnings didn't appear to concern Takamisawa Co., Ltd.'s ( TSE:5283 ) shareholders over the last week. We think...Reported Earnings • Feb 08Second quarter 2026 earnings released: EPS: JP¥378 (vs JP¥320 in 2Q 2025)Second quarter 2026 results: EPS: JP¥378 (up from JP¥320 in 2Q 2025). Revenue: JP¥20.7b (flat on 2Q 2025). Net income: JP¥624.0m (up 17% from 2Q 2025). Profit margin: 3.0% (up from 2.6% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Dec 11Takamisawa Co., Ltd. to Report Q2, 2026 Results on Feb 06, 2026Takamisawa Co., Ltd. announced that they will report Q2, 2026 results on Feb 06, 2026お知らせ • Dec 03An undisclosed buyer agrred to acquire unknown majority stake in Liubo Gaojianze Concrete Co., Ltd. from Takamisawa Co., Ltd. (TSE:5283).An undisclosed buyer agrred to acquire unknown majority stake in Liubo Gaojianze Concrete Co., Ltd. from Takamisawa Co., Ltd. (TSE:5283) on December 1, 2025. Transaction will be completed in end of December 2025.Reported Earnings • Nov 09First quarter 2026 earnings released: EPS: JP¥48.43 (vs JP¥131 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.43 (down from JP¥131 in 1Q 2025). Revenue: JP¥17.2b (up 1.6% from 1Q 2025). Net income: JP¥80.0m (down 63% from 1Q 2025). Profit margin: 0.5% (down from 1.3% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.最新情報をもっと見るRecent updatesReported Earnings • May 13Third quarter 2026 earnings released: EPS: JP¥259 (vs JP¥155 in 3Q 2025)Third quarter 2026 results: EPS: JP¥259 (up from JP¥155 in 3Q 2025). Revenue: JP¥19.5b (up 3.6% from 3Q 2025). Net income: JP¥428.0m (up 65% from 3Q 2025). Profit margin: 2.2% (up from 1.4% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.分析記事 • Feb 14Investors Can Find Comfort In Takamisawa's (TSE:5283) Earnings QualitySoft earnings didn't appear to concern Takamisawa Co., Ltd.'s ( TSE:5283 ) shareholders over the last week. We think...Reported Earnings • Feb 08Second quarter 2026 earnings released: EPS: JP¥378 (vs JP¥320 in 2Q 2025)Second quarter 2026 results: EPS: JP¥378 (up from JP¥320 in 2Q 2025). Revenue: JP¥20.7b (flat on 2Q 2025). Net income: JP¥624.0m (up 17% from 2Q 2025). Profit margin: 3.0% (up from 2.6% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.お知らせ • Dec 11Takamisawa Co., Ltd. to Report Q2, 2026 Results on Feb 06, 2026Takamisawa Co., Ltd. announced that they will report Q2, 2026 results on Feb 06, 2026お知らせ • Dec 03An undisclosed buyer agrred to acquire unknown majority stake in Liubo Gaojianze Concrete Co., Ltd. from Takamisawa Co., Ltd. (TSE:5283).An undisclosed buyer agrred to acquire unknown majority stake in Liubo Gaojianze Concrete Co., Ltd. from Takamisawa Co., Ltd. (TSE:5283) on December 1, 2025. Transaction will be completed in end of December 2025.Reported Earnings • Nov 09First quarter 2026 earnings released: EPS: JP¥48.43 (vs JP¥131 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.43 (down from JP¥131 in 1Q 2025). Revenue: JP¥17.2b (up 1.6% from 1Q 2025). Net income: JP¥80.0m (down 63% from 1Q 2025). Profit margin: 0.5% (down from 1.3% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 16% 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 • Sep 03Takamisawa Co., Ltd. to Report Q1, 2026 Results on Nov 07, 2025Takamisawa Co., Ltd. announced that they will report Q1, 2026 results on Nov 07, 2025分析記事 • Aug 16Some Investors May Be Willing To Look Past Takamisawa's (TSE:5283) Soft EarningsTSE:5283 1 Year Share Price vs Fair Value Explore Takamisawa's Fair Values from the Community and select yours The...New Risk • Aug 10New major risk - Revenue and earnings growthEarnings have declined by 1.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.0% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥5.31b market cap, or US$35.9m).Reported Earnings • Aug 10Full year 2025 earnings released: EPS: JP¥402 (vs JP¥453 in FY 2024)Full year 2025 results: EPS: JP¥402 (down from JP¥453 in FY 2024). Revenue: JP¥73.6b (up 3.1% from FY 2024). Net income: JP¥670.0m (down 12% from FY 2024). Profit margin: 0.9% (down from 1.1% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 6% 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 • Aug 08Takamisawa Co., Ltd., Annual General Meeting, Sep 25, 2025Takamisawa Co., Ltd., Annual General Meeting, Sep 25, 2025.Upcoming Dividend • Jun 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 25 September 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (3.0%).お知らせ • Jun 04Takamisawa Co., Ltd. to Report Fiscal Year 2025 Results on Aug 08, 2025Takamisawa Co., Ltd. announced that they will report fiscal year 2025 results on Aug 08, 2025お知らせ • May 14Takamisawa Co., Ltd. (TSE:5283) announces an Equity Buyback for 18,000 shares, representing 1.08% for ¥56.34 million.Takamisawa Co., Ltd. (TSE:5283) announces a share repurchase program. Under the program, the company will repurchase up to 18,000 shares, representing 1.08% of its issued share capital (excluding treasury stock), for a total purchase price of ¥56.34 million. The shares will be repurchased at a price of ¥3,130 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency. As of May 9, 2025, the company has 1,669,624 issued shares (excluding treasury stock) and 1,669,624 treasury shares.Reported Earnings • May 11Third quarter 2025 earnings released: EPS: JP¥155 (vs JP¥214 in 3Q 2024)Third quarter 2025 results: EPS: JP¥155 (down from JP¥214 in 3Q 2024). Revenue: JP¥18.8b (up 4.9% from 3Q 2024). Net income: JP¥259.0m (down 28% from 3Q 2024). Profit margin: 1.4% (down from 2.0% in 3Q 2024). 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 13% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Apr 05Is Takamisawa (TSE:5283) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...お知らせ • Mar 04Takamisawa Co., Ltd. to Report Q3, 2025 Results on May 09, 2025Takamisawa Co., Ltd. announced that they will report Q3, 2025 results on May 09, 2025Reported Earnings • Feb 08Second quarter 2025 earnings released: EPS: JP¥320 (vs JP¥322 in 2Q 2024)Second quarter 2025 results: EPS: JP¥320 (down from JP¥322 in 2Q 2024). Revenue: JP¥20.6b (up 5.3% from 2Q 2024). Net income: JP¥534.0m (down 1.1% from 2Q 2024). Profit margin: 2.6% (down from 2.8% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 03Takamisawa Co., Ltd. to Report Q2, 2025 Results on Feb 07, 2025Takamisawa Co., Ltd. announced that they will report Q2, 2025 results on Feb 07, 2025New Risk • Nov 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin). Market cap is less than US$100m (JP¥4.84b market cap, or US$31.5m).分析記事 • Oct 04There May Be Reason For Hope In Takamisawa's (TSE:5283) Disappointing EarningsShareholders appeared unconcerned with Takamisawa Co., Ltd.'s ( TSE:5283 ) lackluster earnings report last week. We did...Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥453 (vs JP¥739 in FY 2023)Full year 2024 results: EPS: JP¥453 (down from JP¥739 in FY 2023). Revenue: JP¥71.4b (up 3.5% from FY 2023). Net income: JP¥759.0m (down 39% from FY 2023). Profit margin: 1.1% (down from 1.8% in FY 2023). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year.お知らせ • Sep 11Takamisawa Co., Ltd. to Report Q1, 2025 Results on Nov 08, 2024Takamisawa Co., Ltd. announced that they will report Q1, 2025 results on Nov 08, 2024New Risk • Aug 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.1% Last year net profit margin: 1.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin). Market cap is less than US$100m (JP¥5.26b market cap, or US$35.8m).お知らせ • Aug 09Takamisawa Co., Ltd., Annual General Meeting, Sep 24, 2024Takamisawa Co., Ltd., Annual General Meeting, Sep 24, 2024.分析記事 • Aug 06Takamisawa (TSE:5283) Shareholders Will Want The ROCE Trajectory To ContinueFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Upcoming Dividend • Jun 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.6%).Reported Earnings • May 13Third quarter 2024 earnings released: EPS: JP¥214 (vs JP¥197 in 3Q 2023)Third quarter 2024 results: EPS: JP¥214 (up from JP¥197 in 3Q 2023). Revenue: JP¥17.9b (up 2.8% from 3Q 2023). Net income: JP¥358.0m (up 8.5% from 3Q 2023). Profit margin: 2.0% (up from 1.9% 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 10% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 01Takamisawa Co., Ltd. (TSE:5283) announces an Equity Buyback for 6,000 shares, representing 0.36% for ¥23.13 million.Takamisawa Co., Ltd. (TSE:5283) announces a share repurchase program. Under the program, the company will repurchase up to 6,000 shares, representing 0.36% of its issued share capital (excluding treasury stock), for a total purchase price of ¥23.13 million. The shares will be repurchased at a price of ¥3,855 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency. As of March 31, 2024, the company has 1,675,337 issued shares (excluding treasury stock) and 83,063 treasury shares.お知らせ • Mar 06Takamisawa Co., Ltd. to Report Q3, 2024 Results on May 10, 2024Takamisawa Co., Ltd. announced that they will report Q3, 2024 results on May 10, 2024New Risk • Feb 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 12% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risk Market cap is less than US$100m (JP¥5.64b market cap, or US$37.4m).Reported Earnings • Feb 11Second quarter 2024 earnings released: EPS: JP¥322 (vs JP¥286 in 2Q 2023)Second quarter 2024 results: EPS: JP¥322 (up from JP¥286 in 2Q 2023). Revenue: JP¥19.6b (up 4.1% from 2Q 2023). Net income: JP¥540.0m (up 12% from 2Q 2023). Profit margin: 2.8% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 13Takamisawa Co., Ltd. to Report Q2, 2024 Results on Feb 09, 2024Takamisawa Co., Ltd. announced that they will report Q2, 2024 results on Feb 09, 2024New Risk • Nov 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Market cap is less than US$100m (JP¥4.91b market cap, or US$32.4m).お知らせ • Sep 10Takamisawa Co., Ltd. to Report Q1, 2024 Results on Nov 10, 2023Takamisawa Co., Ltd. announced that they will report Q1, 2024 results on Nov 10, 2023Reported Earnings • Aug 12Full year 2023 earnings released: EPS: JP¥739 (vs JP¥369 in FY 2022)Full year 2023 results: EPS: JP¥739 (up from JP¥369 in FY 2022). Revenue: JP¥68.9b (up 8.8% from FY 2022). Net income: JP¥1.24b (up 100% from FY 2022). Profit margin: 1.8% (up from 1.0% 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 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 12Takamisawa Co., Ltd., Annual General Meeting, Sep 27, 2023Takamisawa Co., Ltd., Annual General Meeting, Sep 27, 2023.Upcoming Dividend • Jun 22Upcoming dividend of JP¥25.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 30 September 2023. Payout ratio is a comfortable 4.0% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.7%).お知らせ • Jun 18Takamisawa Co., Ltd. to Report Fiscal Year 2022 Results on Aug 10, 2023Takamisawa Co., Ltd. announced that they will report fiscal year 2022 results on Aug 10, 2023Reported Earnings • May 12Third quarter 2023 earnings released: EPS: JP¥197 (vs JP¥121 in 3Q 2022)Third quarter 2023 results: EPS: JP¥197 (up from JP¥121 in 3Q 2022). Revenue: JP¥17.4b (up 8.2% from 3Q 2022). Net income: JP¥330.0m (up 62% from 3Q 2022). Profit margin: 1.9% (up from 1.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Reported Earnings • Feb 12Second quarter 2023 earnings released: EPS: JP¥286 (vs JP¥184 in 2Q 2022)Second quarter 2023 results: EPS: JP¥286 (up from JP¥184 in 2Q 2022). Revenue: JP¥18.8b (up 7.4% from 2Q 2022). Net income: JP¥481.0m (up 56% from 2Q 2022). Profit margin: 2.6% (up from 1.8% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.お知らせ • Dec 21Takamisawa Co., Ltd. to Report Q2, 2023 Results on Feb 08, 2023Takamisawa Co., Ltd. announced that they will report Q2, 2023 results on Feb 08, 2023Board Change • Nov 16No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. No independent directors (11 non-independent directors). Director Nobuo Matsumine was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Nov 08Takamisawa Co., Ltd. (TSE:5283) announces an Equity Buyback for 20,000 shares, representing 1.19% for ¥40 million.Takamisawa Co., Ltd. (TSE:5283) announces a share repurchase program. Under the program, the company will repurchase up to 20,000 shares, representing 1.19% of its share capital, for ¥40 million. The company will repurchase its shares in order to enhance shareholder returns and improve capital efficiency. The share repurchase program will run until December 31, 2022. As of October 31, 2022, the company had 1,680,906 shares outstanding (excluding treasury shares) and 77,494 shares in treasury.Reported Earnings • Oct 06Full year 2022 earnings released: EPS: JP¥369 (vs JP¥603 in FY 2021)Full year 2022 results: EPS: JP¥369 (down from JP¥603 in FY 2021). Revenue: JP¥63.4b (flat on FY 2021). Net income: JP¥621.0m (down 39% from FY 2021). Profit margin: 1.0% (down from 1.6% in FY 2021). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.お知らせ • Sep 22Takamisawa Co., Ltd. to Report Q1, 2023 Results on Nov 09, 2022Takamisawa Co., Ltd. announced that they will report Q1, 2023 results on Nov 09, 2022お知らせ • Aug 12Takamisawa Co., Ltd., Annual General Meeting, Sep 29, 2022Takamisawa Co., Ltd., Annual General Meeting, Sep 29, 2022.Reported Earnings • Aug 12Full year 2022 earnings released: EPS: JP¥369 (vs JP¥603 in FY 2021)Full year 2022 results: EPS: JP¥369 (down from JP¥603 in FY 2021). Revenue: JP¥63.4b (flat on FY 2021). Net income: JP¥621.0m (down 39% from FY 2021). Profit margin: 1.0% (down from 1.6% in FY 2021). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.お知らせ • Jun 25Takamisawa Co., Ltd. to Report Fiscal Year 2022 Results on Aug 10, 2022Takamisawa Co., Ltd. announced that they will report fiscal year 2022 results on Aug 10, 2022Upcoming Dividend • Jun 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 7.0% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.0%).Reported Earnings • May 12Third quarter 2022 earnings released: EPS: JP¥121 (vs JP¥313 in 3Q 2021)Third quarter 2022 results: EPS: JP¥121 (down from JP¥313 in 3Q 2021). Revenue: JP¥16.1b (down 1.5% from 3Q 2021). Net income: JP¥204.0m (down 61% from 3Q 2021). Profit margin: 1.3% (down from 3.2% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. No independent directors (11 non-independent directors). Director Nobuo Matsumine was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Takamisawa Co., Ltd. to Report Q3, 2022 Results on May 10, 2022Takamisawa Co., Ltd. announced that they will report Q3, 2022 results on May 10, 2022Reported Earnings • Feb 09Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥184 (down from JP¥291 in 2Q 2021). Revenue: JP¥17.5b (up 1.5% from 2Q 2021). Net income: JP¥309.0m (down 37% from 2Q 2021). Profit margin: 1.8% (down from 2.8% in 2Q 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 increased by 30% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 12First quarter 2022 earnings released: EPS JP¥107 (vs JP¥54.76 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥15.1b (up 2.0% from 1Q 2021). Net income: JP¥180.0m (up 96% from 1Q 2021). Profit margin: 1.2% (up from 0.6% 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 37% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥603 (vs JP¥484 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥63.3b (up 1.2% from FY 2020). Net income: JP¥1.01b (up 25% from FY 2020). Profit margin: 1.6% (up from 1.3% in FY 2020). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 30 September 2021. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.1%). Lower than average of industry peers (2.6%).Reported Earnings • May 16Third quarter 2021 earnings released: EPS JP¥313 (vs JP¥306 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: JP¥16.4b (up 4.9% from 3Q 2020). Net income: JP¥526.0m (up 2.1% from 3Q 2020). Profit margin: 3.2% (down from 3.3% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.分析記事 • May 05The Returns At Takamisawa (TYO:5283) Aren't GrowingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...分析記事 • Apr 08Is Takamisawa (TYO:5283) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...分析記事 • Mar 18Is Takamisawa Co., Ltd. (TYO:5283) A Great Dividend Stock?Could Takamisawa Co., Ltd. ( TYO:5283 ) be an attractive dividend share to own for the long haul? Investors are often...Is New 90 Day High Low • Mar 09New 90-day high: JP¥2,225The company is up 21% from its price of JP¥1,845 on 08 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 4.0% over the same period.お知らせ • Mar 03Takamisawa Co., Ltd. to Report Q3, 2021 Results on May 11, 2021Takamisawa Co., Ltd. announced that they will report Q3, 2021 results on May 11, 2021分析記事 • Feb 25Here's Why I Think Takamisawa (TYO:5283) Might Deserve Your Attention TodaySome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...Reported Earnings • Feb 10Second quarter 2021 earnings released: EPS JP¥291 (vs JP¥83.88 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥17.2b (up 2.8% from 2Q 2020). Net income: JP¥489.0m (up 247% from 2Q 2020). Profit margin: 2.8% (up from 0.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Feb 08New 90-day high: JP¥1,940The company is up 2.0% from its price of JP¥1,900 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 9.0% over the same period.分析記事 • Feb 04Will Takamisawa (TYO:5283) Multiply In Value Going Forward?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...お知らせ • Jan 14Takamisawa Co., Ltd. to Report Q2, 2021 Results on Feb 08, 2021Takamisawa Co., Ltd. announced that they will report Q2, 2021 results on Feb 08, 2021Is New 90 Day High Low • Dec 30New 90-day low: JP¥1,813The company is down 4.0% from its price of JP¥1,894 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is down 1.0% over the same period.分析記事 • Dec 29Here's Why Takamisawa (TYO:5283) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...分析記事 • Dec 02Key Things To Watch Out For If You Are After Takamisawa Co., Ltd.'s (TYO:5283) 1.4% DividendToday we'll take a closer look at Takamisawa Co., Ltd. ( TYO:5283 ) from a dividend investor's perspective. Owning a...Is New 90 Day High Low • Nov 30New 90-day low: JP¥1,825The company is down 2.0% from its price of JP¥1,866 on 01 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 5.0% over the same period.Reported Earnings • Nov 11First quarter 2021 earnings released: EPS JP¥54.73The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥14.8b (down 6.1% from 1Q 2020). Net income: JP¥92.0m (down 63% from 1Q 2020). Profit margin: 0.6% (down from 1.6% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 03Full year earnings released - EPS JP¥484Over the last 12 months the company has reported total profits of JP¥814.0m, up 30% from the prior year. Total revenue was JP¥62.5b over the last 12 months, down 2.8% from the prior year. Profit margins were 1.3%, which is in line with last year.お知らせ • Sep 03Takamisawa Co., Ltd. to Report Q1, 2021 Results on Nov 10, 2020Takamisawa Co., Ltd. announced that they will report Q1, 2021 results on Nov 10, 2020株主還元5283JP Basic MaterialsJP 市場7D-0.6%-0.02%1.2%1Y0.9%14.2%42.1%株主還元を見る業界別リターン: 5283過去 1 年間で14.2 % の収益を上げたJP Basic Materials業界を下回りました。リターン対市場: 5283は、過去 1 年間で42.1 % のリターンを上げたJP市場を下回りました。価格変動Is 5283's price volatile compared to industry and market?5283 volatility5283 Average Weekly Movement3.8%Basic Materials Industry Average Movement5.4%Market Average Movement5.0%10% most volatile stocks in JP Market9.6%10% least volatile stocks in JP Market2.5%安定した株価: 5283 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 5283の 週次ボラティリティ ( 4% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19511,054Hideshige Takamisawawww.kk-takamisawa.co.jpコンクリート二次製品、生コンクリート、砂利、砂、セメント、その他建設資材の製造・販売を国内で行う。建設関連事業、電材関連事業、カーライフ関連事業、住生活関連事業を行っている。建設関連事業」は、コンクリート二次製品、生コンクリート、砂利、砂の製造・販売および建築請負を行っている。電材事業」は、電材、産業機器、空調機器等の販売を行っております。カーライフ関連事業」は、石油製品の販売及び自動車の販売・整備を行っております。住生活関連事業」は、不動産取引など様々なライフスタイルに関連する個人消費者向け事業、食品製造・販売事業などを行っている。また、トラック輸送、一般廃棄物・産業廃棄物の処理・処分、建築物の解体工事およびその収集・運搬、青果物の販売、肥料の販売、食品の加工・販売、とうもろこしの穂軸の輸入・販売、不動産の販売・斡旋・管理、損害保険代理店業、ゴルフ練習場の経営、ミネラルウォーター・チーズ加工品の製造・販売、菓子類の製造・販売などを行っている。同社は1951年に設立され、長野県に本社を置く。もっと見るTakamisawa Co., Ltd. 基礎のまとめTakamisawa の収益と売上を時価総額と比較するとどうか。5283 基礎統計学時価総額JP¥5.32b収益（TTM）JP¥791.00m売上高(TTM)JP¥74.64b6.7xPER（株価収益率0.1xP/Sレシオ5283 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5283 損益計算書（TTM）収益JP¥74.64b売上原価JP¥62.16b売上総利益JP¥12.48bその他の費用JP¥11.69b収益JP¥791.00m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）478.81グロス・マージン16.72%純利益率1.06%有利子負債／自己資本比率61.2%5283 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10%配当性向5283 配当は確実ですか？5283 配当履歴とベンチマークを見る5283 、いつまでに購入すれば配当金を受け取れますか？Takamisawa 配当日配当落ち日Jun 29 2026配当支払日Sep 28 2026配当落ちまでの日数36 days配当支払日までの日数127 days5283 配当は確実ですか？5283 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2026/05/22 15:45終値2026/05/21 00:00収益2026/03/31年間収益2025/06/30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Takamisawa 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。0
Reported Earnings • May 13Third quarter 2026 earnings released: EPS: JP¥259 (vs JP¥155 in 3Q 2025)Third quarter 2026 results: EPS: JP¥259 (up from JP¥155 in 3Q 2025). Revenue: JP¥19.5b (up 3.6% from 3Q 2025). Net income: JP¥428.0m (up 65% from 3Q 2025). Profit margin: 2.2% (up from 1.4% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
分析記事 • Feb 14Investors Can Find Comfort In Takamisawa's (TSE:5283) Earnings QualitySoft earnings didn't appear to concern Takamisawa Co., Ltd.'s ( TSE:5283 ) shareholders over the last week. We think...
Reported Earnings • Feb 08Second quarter 2026 earnings released: EPS: JP¥378 (vs JP¥320 in 2Q 2025)Second quarter 2026 results: EPS: JP¥378 (up from JP¥320 in 2Q 2025). Revenue: JP¥20.7b (flat on 2Q 2025). Net income: JP¥624.0m (up 17% from 2Q 2025). Profit margin: 3.0% (up from 2.6% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Dec 11Takamisawa Co., Ltd. to Report Q2, 2026 Results on Feb 06, 2026Takamisawa Co., Ltd. announced that they will report Q2, 2026 results on Feb 06, 2026
お知らせ • Dec 03An undisclosed buyer agrred to acquire unknown majority stake in Liubo Gaojianze Concrete Co., Ltd. from Takamisawa Co., Ltd. (TSE:5283).An undisclosed buyer agrred to acquire unknown majority stake in Liubo Gaojianze Concrete Co., Ltd. from Takamisawa Co., Ltd. (TSE:5283) on December 1, 2025. Transaction will be completed in end of December 2025.
Reported Earnings • Nov 09First quarter 2026 earnings released: EPS: JP¥48.43 (vs JP¥131 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.43 (down from JP¥131 in 1Q 2025). Revenue: JP¥17.2b (up 1.6% from 1Q 2025). Net income: JP¥80.0m (down 63% from 1Q 2025). Profit margin: 0.5% (down from 1.3% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Reported Earnings • May 13Third quarter 2026 earnings released: EPS: JP¥259 (vs JP¥155 in 3Q 2025)Third quarter 2026 results: EPS: JP¥259 (up from JP¥155 in 3Q 2025). Revenue: JP¥19.5b (up 3.6% from 3Q 2025). Net income: JP¥428.0m (up 65% from 3Q 2025). Profit margin: 2.2% (up from 1.4% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
分析記事 • Feb 14Investors Can Find Comfort In Takamisawa's (TSE:5283) Earnings QualitySoft earnings didn't appear to concern Takamisawa Co., Ltd.'s ( TSE:5283 ) shareholders over the last week. We think...
Reported Earnings • Feb 08Second quarter 2026 earnings released: EPS: JP¥378 (vs JP¥320 in 2Q 2025)Second quarter 2026 results: EPS: JP¥378 (up from JP¥320 in 2Q 2025). Revenue: JP¥20.7b (flat on 2Q 2025). Net income: JP¥624.0m (up 17% from 2Q 2025). Profit margin: 3.0% (up from 2.6% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
お知らせ • Dec 11Takamisawa Co., Ltd. to Report Q2, 2026 Results on Feb 06, 2026Takamisawa Co., Ltd. announced that they will report Q2, 2026 results on Feb 06, 2026
お知らせ • Dec 03An undisclosed buyer agrred to acquire unknown majority stake in Liubo Gaojianze Concrete Co., Ltd. from Takamisawa Co., Ltd. (TSE:5283).An undisclosed buyer agrred to acquire unknown majority stake in Liubo Gaojianze Concrete Co., Ltd. from Takamisawa Co., Ltd. (TSE:5283) on December 1, 2025. Transaction will be completed in end of December 2025.
Reported Earnings • Nov 09First quarter 2026 earnings released: EPS: JP¥48.43 (vs JP¥131 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.43 (down from JP¥131 in 1Q 2025). Revenue: JP¥17.2b (up 1.6% from 1Q 2025). Net income: JP¥80.0m (down 63% from 1Q 2025). Profit margin: 0.5% (down from 1.3% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 16% 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 • Sep 03Takamisawa Co., Ltd. to Report Q1, 2026 Results on Nov 07, 2025Takamisawa Co., Ltd. announced that they will report Q1, 2026 results on Nov 07, 2025
分析記事 • Aug 16Some Investors May Be Willing To Look Past Takamisawa's (TSE:5283) Soft EarningsTSE:5283 1 Year Share Price vs Fair Value Explore Takamisawa's Fair Values from the Community and select yours The...
New Risk • Aug 10New major risk - Revenue and earnings growthEarnings have declined by 1.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.0% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥5.31b market cap, or US$35.9m).
Reported Earnings • Aug 10Full year 2025 earnings released: EPS: JP¥402 (vs JP¥453 in FY 2024)Full year 2025 results: EPS: JP¥402 (down from JP¥453 in FY 2024). Revenue: JP¥73.6b (up 3.1% from FY 2024). Net income: JP¥670.0m (down 12% from FY 2024). Profit margin: 0.9% (down from 1.1% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 6% 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 • Aug 08Takamisawa Co., Ltd., Annual General Meeting, Sep 25, 2025Takamisawa Co., Ltd., Annual General Meeting, Sep 25, 2025.
Upcoming Dividend • Jun 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 June 2025. Payment date: 25 September 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (4.0%). Lower than average of industry peers (3.0%).
お知らせ • Jun 04Takamisawa Co., Ltd. to Report Fiscal Year 2025 Results on Aug 08, 2025Takamisawa Co., Ltd. announced that they will report fiscal year 2025 results on Aug 08, 2025
お知らせ • May 14Takamisawa Co., Ltd. (TSE:5283) announces an Equity Buyback for 18,000 shares, representing 1.08% for ¥56.34 million.Takamisawa Co., Ltd. (TSE:5283) announces a share repurchase program. Under the program, the company will repurchase up to 18,000 shares, representing 1.08% of its issued share capital (excluding treasury stock), for a total purchase price of ¥56.34 million. The shares will be repurchased at a price of ¥3,130 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency. As of May 9, 2025, the company has 1,669,624 issued shares (excluding treasury stock) and 1,669,624 treasury shares.
Reported Earnings • May 11Third quarter 2025 earnings released: EPS: JP¥155 (vs JP¥214 in 3Q 2024)Third quarter 2025 results: EPS: JP¥155 (down from JP¥214 in 3Q 2024). Revenue: JP¥18.8b (up 4.9% from 3Q 2024). Net income: JP¥259.0m (down 28% from 3Q 2024). Profit margin: 1.4% (down from 2.0% in 3Q 2024). 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 13% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Apr 05Is Takamisawa (TSE:5283) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
お知らせ • Mar 04Takamisawa Co., Ltd. to Report Q3, 2025 Results on May 09, 2025Takamisawa Co., Ltd. announced that they will report Q3, 2025 results on May 09, 2025
Reported Earnings • Feb 08Second quarter 2025 earnings released: EPS: JP¥320 (vs JP¥322 in 2Q 2024)Second quarter 2025 results: EPS: JP¥320 (down from JP¥322 in 2Q 2024). Revenue: JP¥20.6b (up 5.3% from 2Q 2024). Net income: JP¥534.0m (down 1.1% from 2Q 2024). Profit margin: 2.6% (down from 2.8% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 13% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 03Takamisawa Co., Ltd. to Report Q2, 2025 Results on Feb 07, 2025Takamisawa Co., Ltd. announced that they will report Q2, 2025 results on Feb 07, 2025
New Risk • Nov 26New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 15% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (15% operating cash flow to total debt). Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin). Market cap is less than US$100m (JP¥4.84b market cap, or US$31.5m).
分析記事 • Oct 04There May Be Reason For Hope In Takamisawa's (TSE:5283) Disappointing EarningsShareholders appeared unconcerned with Takamisawa Co., Ltd.'s ( TSE:5283 ) lackluster earnings report last week. We did...
Reported Earnings • Oct 03Full year 2024 earnings released: EPS: JP¥453 (vs JP¥739 in FY 2023)Full year 2024 results: EPS: JP¥453 (down from JP¥739 in FY 2023). Revenue: JP¥71.4b (up 3.5% from FY 2023). Net income: JP¥759.0m (down 39% from FY 2023). Profit margin: 1.1% (down from 1.8% in FY 2023). Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 12% per year.
お知らせ • Sep 11Takamisawa Co., Ltd. to Report Q1, 2025 Results on Nov 08, 2024Takamisawa Co., Ltd. announced that they will report Q1, 2025 results on Nov 08, 2024
New Risk • Aug 20New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 1.1% Last year net profit margin: 1.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (1.1% net profit margin). Market cap is less than US$100m (JP¥5.26b market cap, or US$35.8m).
お知らせ • Aug 09Takamisawa Co., Ltd., Annual General Meeting, Sep 24, 2024Takamisawa Co., Ltd., Annual General Meeting, Sep 24, 2024.
分析記事 • Aug 06Takamisawa (TSE:5283) Shareholders Will Want The ROCE Trajectory To ContinueFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Upcoming Dividend • Jun 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 June 2024. Payment date: 30 September 2024. Payout ratio is a comfortable 6.9% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.6%).
Reported Earnings • May 13Third quarter 2024 earnings released: EPS: JP¥214 (vs JP¥197 in 3Q 2023)Third quarter 2024 results: EPS: JP¥214 (up from JP¥197 in 3Q 2023). Revenue: JP¥17.9b (up 2.8% from 3Q 2023). Net income: JP¥358.0m (up 8.5% from 3Q 2023). Profit margin: 2.0% (up from 1.9% 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 10% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 01Takamisawa Co., Ltd. (TSE:5283) announces an Equity Buyback for 6,000 shares, representing 0.36% for ¥23.13 million.Takamisawa Co., Ltd. (TSE:5283) announces a share repurchase program. Under the program, the company will repurchase up to 6,000 shares, representing 0.36% of its issued share capital (excluding treasury stock), for a total purchase price of ¥23.13 million. The shares will be repurchased at a price of ¥3,855 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency. As of March 31, 2024, the company has 1,675,337 issued shares (excluding treasury stock) and 83,063 treasury shares.
お知らせ • Mar 06Takamisawa Co., Ltd. to Report Q3, 2024 Results on May 10, 2024Takamisawa Co., Ltd. announced that they will report Q3, 2024 results on May 10, 2024
New Risk • Feb 15New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 12% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Minor Risk Market cap is less than US$100m (JP¥5.64b market cap, or US$37.4m).
Reported Earnings • Feb 11Second quarter 2024 earnings released: EPS: JP¥322 (vs JP¥286 in 2Q 2023)Second quarter 2024 results: EPS: JP¥322 (up from JP¥286 in 2Q 2023). Revenue: JP¥19.6b (up 4.1% from 2Q 2023). Net income: JP¥540.0m (up 12% from 2Q 2023). Profit margin: 2.8% (up from 2.6% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 13Takamisawa Co., Ltd. to Report Q2, 2024 Results on Feb 09, 2024Takamisawa Co., Ltd. announced that they will report Q2, 2024 results on Feb 09, 2024
New Risk • Nov 12New minor risk - Financial positionThe company has a high level of debt. Net debt to equity ratio: 45% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (45% net debt to equity). Market cap is less than US$100m (JP¥4.91b market cap, or US$32.4m).
お知らせ • Sep 10Takamisawa Co., Ltd. to Report Q1, 2024 Results on Nov 10, 2023Takamisawa Co., Ltd. announced that they will report Q1, 2024 results on Nov 10, 2023
Reported Earnings • Aug 12Full year 2023 earnings released: EPS: JP¥739 (vs JP¥369 in FY 2022)Full year 2023 results: EPS: JP¥739 (up from JP¥369 in FY 2022). Revenue: JP¥68.9b (up 8.8% from FY 2022). Net income: JP¥1.24b (up 100% from FY 2022). Profit margin: 1.8% (up from 1.0% 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 5% per year but the company’s share price has increased by 11% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 12Takamisawa Co., Ltd., Annual General Meeting, Sep 27, 2023Takamisawa Co., Ltd., Annual General Meeting, Sep 27, 2023.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥25.00 per share at 1.0% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 30 September 2023. Payout ratio is a comfortable 4.0% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.5%). Lower than average of industry peers (2.7%).
お知らせ • Jun 18Takamisawa Co., Ltd. to Report Fiscal Year 2022 Results on Aug 10, 2023Takamisawa Co., Ltd. announced that they will report fiscal year 2022 results on Aug 10, 2023
Reported Earnings • May 12Third quarter 2023 earnings released: EPS: JP¥197 (vs JP¥121 in 3Q 2022)Third quarter 2023 results: EPS: JP¥197 (up from JP¥121 in 3Q 2022). Revenue: JP¥17.4b (up 8.2% from 3Q 2022). Net income: JP¥330.0m (up 62% from 3Q 2022). Profit margin: 1.9% (up from 1.3% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Reported Earnings • Feb 12Second quarter 2023 earnings released: EPS: JP¥286 (vs JP¥184 in 2Q 2022)Second quarter 2023 results: EPS: JP¥286 (up from JP¥184 in 2Q 2022). Revenue: JP¥18.8b (up 7.4% from 2Q 2022). Net income: JP¥481.0m (up 56% from 2Q 2022). Profit margin: 2.6% (up from 1.8% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 4% per year.
お知らせ • Dec 21Takamisawa Co., Ltd. to Report Q2, 2023 Results on Feb 08, 2023Takamisawa Co., Ltd. announced that they will report Q2, 2023 results on Feb 08, 2023
Board Change • Nov 16No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. No independent directors (11 non-independent directors). Director Nobuo Matsumine was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Nov 08Takamisawa Co., Ltd. (TSE:5283) announces an Equity Buyback for 20,000 shares, representing 1.19% for ¥40 million.Takamisawa Co., Ltd. (TSE:5283) announces a share repurchase program. Under the program, the company will repurchase up to 20,000 shares, representing 1.19% of its share capital, for ¥40 million. The company will repurchase its shares in order to enhance shareholder returns and improve capital efficiency. The share repurchase program will run until December 31, 2022. As of October 31, 2022, the company had 1,680,906 shares outstanding (excluding treasury shares) and 77,494 shares in treasury.
Reported Earnings • Oct 06Full year 2022 earnings released: EPS: JP¥369 (vs JP¥603 in FY 2021)Full year 2022 results: EPS: JP¥369 (down from JP¥603 in FY 2021). Revenue: JP¥63.4b (flat on FY 2021). Net income: JP¥621.0m (down 39% from FY 2021). Profit margin: 1.0% (down from 1.6% in FY 2021). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Sep 22Takamisawa Co., Ltd. to Report Q1, 2023 Results on Nov 09, 2022Takamisawa Co., Ltd. announced that they will report Q1, 2023 results on Nov 09, 2022
お知らせ • Aug 12Takamisawa Co., Ltd., Annual General Meeting, Sep 29, 2022Takamisawa Co., Ltd., Annual General Meeting, Sep 29, 2022.
Reported Earnings • Aug 12Full year 2022 earnings released: EPS: JP¥369 (vs JP¥603 in FY 2021)Full year 2022 results: EPS: JP¥369 (down from JP¥603 in FY 2021). Revenue: JP¥63.4b (flat on FY 2021). Net income: JP¥621.0m (down 39% from FY 2021). Profit margin: 1.0% (down from 1.6% in FY 2021). Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 7% per year.
お知らせ • Jun 25Takamisawa Co., Ltd. to Report Fiscal Year 2022 Results on Aug 10, 2022Takamisawa Co., Ltd. announced that they will report fiscal year 2022 results on Aug 10, 2022
Upcoming Dividend • Jun 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 29 September 2022. Payout ratio is a comfortable 7.0% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.0%).
Reported Earnings • May 12Third quarter 2022 earnings released: EPS: JP¥121 (vs JP¥313 in 3Q 2021)Third quarter 2022 results: EPS: JP¥121 (down from JP¥313 in 3Q 2021). Revenue: JP¥16.1b (down 1.5% from 3Q 2021). Net income: JP¥204.0m (down 61% from 3Q 2021). Profit margin: 1.3% (down from 3.2% in 3Q 2021). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
Board Change • Apr 27No independent directorsThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. 2 highly experienced directors. No independent directors (11 non-independent directors). Director Nobuo Matsumine was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Takamisawa Co., Ltd. to Report Q3, 2022 Results on May 10, 2022Takamisawa Co., Ltd. announced that they will report Q3, 2022 results on May 10, 2022
Reported Earnings • Feb 09Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: JP¥184 (down from JP¥291 in 2Q 2021). Revenue: JP¥17.5b (up 1.5% from 2Q 2021). Net income: JP¥309.0m (down 37% from 2Q 2021). Profit margin: 1.8% (down from 2.8% in 2Q 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 increased by 30% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 12First quarter 2022 earnings released: EPS JP¥107 (vs JP¥54.76 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥15.1b (up 2.0% from 1Q 2021). Net income: JP¥180.0m (up 96% from 1Q 2021). Profit margin: 1.2% (up from 0.6% 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 37% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Oct 05Full year 2021 earnings released: EPS JP¥603 (vs JP¥484 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥63.3b (up 1.2% from FY 2020). Net income: JP¥1.01b (up 25% from FY 2020). Profit margin: 1.6% (up from 1.3% in FY 2020). Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 30 September 2021. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.1%). Lower than average of industry peers (2.6%).
Reported Earnings • May 16Third quarter 2021 earnings released: EPS JP¥313 (vs JP¥306 in 3Q 2020)The company reported a solid third quarter result with improved earnings and revenues, although profit margins were weaker. Third quarter 2021 results: Revenue: JP¥16.4b (up 4.9% from 3Q 2020). Net income: JP¥526.0m (up 2.1% from 3Q 2020). Profit margin: 3.2% (down from 3.3% in 3Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
分析記事 • May 05The Returns At Takamisawa (TYO:5283) Aren't GrowingIf we want to find a potential multi-bagger, often there are underlying trends that can provide clues. Firstly, we'll...
分析記事 • Apr 08Is Takamisawa (TYO:5283) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
分析記事 • Mar 18Is Takamisawa Co., Ltd. (TYO:5283) A Great Dividend Stock?Could Takamisawa Co., Ltd. ( TYO:5283 ) be an attractive dividend share to own for the long haul? Investors are often...
Is New 90 Day High Low • Mar 09New 90-day high: JP¥2,225The company is up 21% from its price of JP¥1,845 on 08 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 4.0% over the same period.
お知らせ • Mar 03Takamisawa Co., Ltd. to Report Q3, 2021 Results on May 11, 2021Takamisawa Co., Ltd. announced that they will report Q3, 2021 results on May 11, 2021
分析記事 • Feb 25Here's Why I Think Takamisawa (TYO:5283) Might Deserve Your Attention TodaySome have more dollars than sense, they say, so even companies that have no revenue, no profit, and a record of falling...
Reported Earnings • Feb 10Second quarter 2021 earnings released: EPS JP¥291 (vs JP¥83.88 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥17.2b (up 2.8% from 2Q 2020). Net income: JP¥489.0m (up 247% from 2Q 2020). Profit margin: 2.8% (up from 0.8% in 2Q 2020). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Feb 08New 90-day high: JP¥1,940The company is up 2.0% from its price of JP¥1,900 on 10 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 9.0% over the same period.
分析記事 • Feb 04Will Takamisawa (TYO:5283) Multiply In Value Going Forward?What trends should we look for it we want to identify stocks that can multiply in value over the long term? Firstly...
お知らせ • Jan 14Takamisawa Co., Ltd. to Report Q2, 2021 Results on Feb 08, 2021Takamisawa Co., Ltd. announced that they will report Q2, 2021 results on Feb 08, 2021
Is New 90 Day High Low • Dec 30New 90-day low: JP¥1,813The company is down 4.0% from its price of JP¥1,894 on 30 September 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is down 1.0% over the same period.
分析記事 • Dec 29Here's Why Takamisawa (TYO:5283) Has A Meaningful Debt BurdenSome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 • Dec 02Key Things To Watch Out For If You Are After Takamisawa Co., Ltd.'s (TYO:5283) 1.4% DividendToday we'll take a closer look at Takamisawa Co., Ltd. ( TYO:5283 ) from a dividend investor's perspective. Owning a...
Is New 90 Day High Low • Nov 30New 90-day low: JP¥1,825The company is down 2.0% from its price of JP¥1,866 on 01 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 5.0% over the same period.
Reported Earnings • Nov 11First quarter 2021 earnings released: EPS JP¥54.73The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥14.8b (down 6.1% from 1Q 2020). Net income: JP¥92.0m (down 63% from 1Q 2020). Profit margin: 0.6% (down from 1.6% in 1Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 03Full year earnings released - EPS JP¥484Over the last 12 months the company has reported total profits of JP¥814.0m, up 30% from the prior year. Total revenue was JP¥62.5b over the last 12 months, down 2.8% from the prior year. Profit margins were 1.3%, which is in line with last year.
お知らせ • Sep 03Takamisawa Co., Ltd. to Report Q1, 2021 Results on Nov 10, 2020Takamisawa Co., Ltd. announced that they will report Q1, 2021 results on Nov 10, 2020
