Yotai Refractories（5357）株式概要洋泰耐火物株式会社は、耐火物およびセラミックスの製造・販売を国内外で行っている。 詳細5357 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長0/6過去の実績2/6財務の健全性5/6配当金4/6報酬株価収益率（ 12.6 x） JP市場（ 13.8 x）を下回っています。リスク分析5.34%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る5357 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¥1.69k10.7% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture036b2016201920222025202620282031Revenue JP¥36.1bEarnings JP¥3.0bAdvancedSet Fair ValueView all narrativesYotai Refractories Co., Ltd. 競合他社TYKSymbol: TSE:5363Market cap: JP¥29.2bAsia Pile HoldingsSymbol: TSE:5288Market cap: JP¥61.9bKunimine IndustriesSymbol: TSE:5388Market cap: JP¥15.2bNozawaSymbol: TSE:5237Market cap: JP¥12.9b価格と性能株価の高値、安値、推移の概要Yotai Refractories過去の株価現在の株価JP¥1,686.0052週高値JP¥2,016.0052週安値JP¥1,657.00ベータ0.541ヶ月の変化-1.40%3ヶ月変化-14.24%1年変化-5.01%3年間の変化17.00%5年間の変化44.85%IPOからの変化121.55%最新ニュースReported Earnings • May 19Full year 2026 earnings released: EPS: JP¥134 (vs JP¥142 in FY 2025)Full year 2026 results: EPS: JP¥134 (down from JP¥142 in FY 2025). Revenue: JP¥29.6b (up 1.0% from FY 2025). Net income: JP¥2.47b (down 5.9% from FY 2025). Profit margin: 8.3% (down from 9.0% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • May 14Yotai Refractories Co., Ltd., Annual General Meeting, Jun 25, 2026Yotai Refractories Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 09+ 3 more updatesYotai Refractories Co., Ltd. to Report Q2, 2027 Results on Nov 13, 2026Yotai Refractories Co., Ltd. announced that they will report Q2, 2027 results on Nov 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥50.28 (vs JP¥42.00 in 3Q 2025)Third quarter 2026 results: EPS: JP¥50.28 (up from JP¥42.00 in 3Q 2025). Revenue: JP¥8.11b (up 3.5% from 3Q 2025). Net income: JP¥925.0m (up 19% from 3Q 2025). Profit margin: 11% (up from 9.9% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.分析記事 • Dec 07Yotai Refractories (TSE:5357) Has Announced A Dividend Of ¥45.00The board of Yotai Refractories Co., Ltd. ( TSE:5357 ) has announced that it will pay a dividend of ¥45.00 per share on...最新情報をもっと見るRecent updatesReported Earnings • May 19Full year 2026 earnings released: EPS: JP¥134 (vs JP¥142 in FY 2025)Full year 2026 results: EPS: JP¥134 (down from JP¥142 in FY 2025). Revenue: JP¥29.6b (up 1.0% from FY 2025). Net income: JP¥2.47b (down 5.9% from FY 2025). Profit margin: 8.3% (down from 9.0% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • May 14Yotai Refractories Co., Ltd., Annual General Meeting, Jun 25, 2026Yotai Refractories Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 09+ 3 more updatesYotai Refractories Co., Ltd. to Report Q2, 2027 Results on Nov 13, 2026Yotai Refractories Co., Ltd. announced that they will report Q2, 2027 results on Nov 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥50.28 (vs JP¥42.00 in 3Q 2025)Third quarter 2026 results: EPS: JP¥50.28 (up from JP¥42.00 in 3Q 2025). Revenue: JP¥8.11b (up 3.5% from 3Q 2025). Net income: JP¥925.0m (up 19% from 3Q 2025). Profit margin: 11% (up from 9.9% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.分析記事 • Dec 07Yotai Refractories (TSE:5357) Has Announced A Dividend Of ¥45.00The board of Yotai Refractories Co., Ltd. ( TSE:5357 ) has announced that it will pay a dividend of ¥45.00 per share on...Declared Dividend • Dec 06First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (75% earnings payout ratio) but not covered by cash flows (124% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: JP¥31.46 (vs JP¥28.38 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.46 (up from JP¥28.38 in 2Q 2025). Revenue: JP¥7.06b (up 1.6% from 2Q 2025). Net income: JP¥578.0m (up 9.3% from 2Q 2025). Profit margin: 8.2% (up from 7.6% in 2Q 2025). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio and cash payout ratio are on the higher end at 77% and 79% respectively. Trailing yield: 5.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.7%).Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥10.14 (vs JP¥31.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥10.14 (down from JP¥31.53 in 1Q 2025). Revenue: JP¥6.90b (down 4.6% from 1Q 2025). Net income: JP¥186.0m (down 68% from 1Q 2025). Profit margin: 2.7% (down from 8.1% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.Declared Dividend • Jul 09Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 5.2%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (79% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥142 (vs JP¥205 in FY 2024)Full year 2025 results: EPS: JP¥142 (down from JP¥205 in FY 2024). Revenue: JP¥29.3b (flat on FY 2024). Net income: JP¥2.62b (down 32% from FY 2024). Profit margin: 9.0% (down from 13% in FY 2024). Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.お知らせ • May 09Yotai Refractories Co., Ltd., Annual General Meeting, Jun 26, 2025Yotai Refractories Co., Ltd., Annual General Meeting, Jun 26, 2025.分析記事 • Apr 15Is Yotai Refractories (TSE:5357) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Mar 27+ 3 more updatesYotai Refractories Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Yotai Refractories Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 62% but the company is paying out more than the cash it is generating. Trailing yield: 6.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).お知らせ • Mar 13Yotai Refractories Co., Ltd. Announces Execution change ,Effective April 1, 2025Yotai Refractories Co., Ltd. announced that it has resolved at the Board of Directors meeting held on March 13, 2025 to make the change of Executive Officer, effective April 1, 2025. The details are described below. Name: Yasuhiro Inoue, Current position: General Manager in charge of Information System Group, General Affairs Department of Head Office, New position: Executive Officer, General Manager in charge of companywide DX promotion, Information System Group (CIO), General Affairs Department of Head Office .Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥42.04 (vs JP¥79.97 in 3Q 2024)Third quarter 2025 results: EPS: JP¥42.04 (down from JP¥79.97 in 3Q 2024). Revenue: JP¥7.84b (down 3.7% from 3Q 2024). Net income: JP¥777.0m (down 48% from 3Q 2024). Profit margin: 9.9% (down from 18% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Declared Dividend • Dec 07First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 5.8%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but not covered by cash flows (262% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 6.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Nov 21We Think That There Are Issues Underlying Yotai Refractories' (TSE:5357) EarningsDespite announcing strong earnings, Yotai Refractories Co., Ltd.'s ( TSE:5357 ) stock was sluggish. Our analysis...お知らせ • Nov 14Yotai Refractories Co., Ltd. (TSE:5357) announces an Equity Buyback for 359,000 shares, representing 1.91% for ¥560.04 million.Yotai Refractories Co., Ltd. (TSE:5357) announces a share repurchase program. Under the program, the company will repurchase up to 359,000 shares, representing 1.91% of its issued share capital, for ¥560.04 million. The shares will be repurchased at ¥1,560 per share. The purpose of the program is to enact capital policies and return profits to shareholders. As of October 31, 2024, there are 18,788,920 outstanding shares(excluding treasury shares) and 805,080 shares in treasury.Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥28.38 (vs JP¥32.50 in 2Q 2024)Second quarter 2025 results: EPS: JP¥28.38 (down from JP¥32.50 in 2Q 2024). Revenue: JP¥6.94b (down 1.7% from 2Q 2024). Net income: JP¥529.0m (down 14% from 2Q 2024). Profit margin: 7.6% (down from 8.7% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.9%).分析記事 • Aug 19Yotai Refractories (TSE:5357) Has Announced A Dividend Of ¥45.00Yotai Refractories Co., Ltd. ( TSE:5357 ) will pay a dividend of ¥45.00 on the 9th of December. This will take the...Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: JP¥34.65 (vs JP¥30.09 in 1Q 2024)First quarter 2025 results: EPS: JP¥34.65 (up from JP¥30.09 in 1Q 2024). Revenue: JP¥7.53b (up 6.5% from 1Q 2024). Net income: JP¥645.0m (up 10% from 1Q 2024). Profit margin: 8.6% (up from 8.3% in 1Q 2024). Revenue is forecast to stay flat during the next 2 years compared to a 3.9% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.分析記事 • Jul 25Yotai Refractories (TSE:5357) Is Due To Pay A Dividend Of ¥45.00Yotai Refractories Co., Ltd. ( TSE:5357 ) will pay a dividend of ¥45.00 on the 9th of December. This makes the dividend...Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 5.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not covered by cash flows (100% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 33% over the next 2 years. However, it would need to fall by 57% to increase the payout ratio to a potentially unsustainable range.分析記事 • May 23Yotai Refractories' (TSE:5357) Solid Profits Have Weak FundamentalsYotai Refractories Co., Ltd.'s ( TSE:5357 ) stock was strong after they recently reported robust earnings. However, we...分析記事 • May 22There's No Escaping Yotai Refractories Co., Ltd.'s (TSE:5357) Muted Earnings Despite A 26% Share Price RiseYotai Refractories Co., Ltd. ( TSE:5357 ) shareholders have had their patience rewarded with a 26% share price jump in...Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,792, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Basic Materials industry in Japan. Total returns to shareholders of 55% over the past three years.Reported Earnings • May 13Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥205 (up from JP¥147 in FY 2023). Revenue: JP¥29.1b (up 3.1% from FY 2023). Net income: JP¥3.88b (up 31% from FY 2023). Profit margin: 13% (up from 11% in FY 2023). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • May 12Yotai Refractories Co., Ltd., Annual General Meeting, Jun 25, 2024Yotai Refractories Co., Ltd., Annual General Meeting, Jun 25, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).Major Estimate Revision • Mar 02Consensus EPS estimates increase by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥28.9b to JP¥30.1b. EPS estimate increased from JP¥140 to JP¥177 per share. Net income forecast to shrink 18% next year vs 16% growth forecast for Basic Materials industry in Japan . Consensus price target broadly unchanged at JP¥1,660. Share price was steady at JP¥1,454 over the past week.お知らせ • Mar 02+ 3 more updatesYotai Refractories Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Yotai Refractories Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025分析記事 • Feb 28Yotai Refractories' (TSE:5357) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Yotai Refractories Co., Ltd. ( TSE:5357 ) has announced that the dividend on 24th of June will be...Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥79.97 (vs JP¥37.89 in 3Q 2023)Third quarter 2024 results: EPS: JP¥79.97 (up from JP¥37.89 in 3Q 2023). Revenue: JP¥8.14b (up 13% from 3Q 2023). Net income: JP¥1.49b (up 96% from 3Q 2023). Profit margin: 18% (up from 11% in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 16% per year.Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥32.50 (vs JP¥32.23 in 2Q 2023)Second quarter 2024 results: EPS: JP¥32.50. Revenue: JP¥7.07b (up 9.7% from 2Q 2023). Net income: JP¥613.0m (down 6.3% from 2Q 2023). Profit margin: 8.7% (down from 10% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Japan.Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.6%).Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥30.09 (vs JP¥37.42 in 1Q 2023)First quarter 2024 results: EPS: JP¥30.09 (down from JP¥37.42 in 1Q 2023). Revenue: JP¥7.07b (flat on 1Q 2023). Net income: JP¥584.0m (down 24% from 1Q 2023). Profit margin: 8.3% (down from 11% in 1Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Aug 12+ 2 more updatesYotai Refractories Co., Ltd. Provides Dividend Guidance for the Second Quarter Ending September 30, 2023Yotai Refractories Co., Ltd. provided dividend guidance for the second quarter ending September 30, 2023. For the second quarter-end, the company expects to pay dividend of JPY 25.00 per share against JPY 20.00 per share paid for the same period a year ago.Reported Earnings • May 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥147 (up from JP¥141 in FY 2022). Revenue: JP¥28.3b (up 9.0% from FY 2022). Net income: JP¥2.97b (flat on FY 2022). Profit margin: 11% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.8%. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 13+ 5 more updatesYotai Refractories Co., Ltd., Annual General Meeting, Jun 22, 2023Yotai Refractories Co., Ltd., Annual General Meeting, Jun 22, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥37.89 (vs JP¥27.37 in 3Q 2022)Third quarter 2023 results: EPS: JP¥37.89 (up from JP¥27.37 in 3Q 2022). Revenue: JP¥7.19b (up 9.2% from 3Q 2022). Net income: JP¥759.0m (up 34% from 3Q 2022). Profit margin: 11% (up from 8.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Feb 11+ 1 more updateYotai Refractories Co., Ltd. Provides Dividend Guidance for Year Ending of March 31, 2023Yotai Refractories Co., Ltd. provided dividend guidance for year ending of March 31, 2023. For the year the company expects to pay the dividend of JPY 18.00 per share against JPY 27.00 per share a year ago.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Outside Director Shinobu Akiyoshi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥32.23 (vs JP¥39.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥32.23 (down from JP¥39.41 in 2Q 2022). Revenue: JP¥6.44b (up 7.6% from 2Q 2022). Net income: JP¥654.0m (down 21% from 2Q 2022). Profit margin: 10% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.お知らせ • Nov 12+ 2 more updatesYotai Refractories Co., Ltd. Provides Consolidated Earnings Guidance for Year Ending March 31, 2023Yotai Refractories Co., Ltd. provided consolidated earnings guidance for year ending March 31, 2023. For the period, the company expected net sales of JPY 26,500 million, operating profit of JPY 3,400 million, profit attributable to owners of parent of JPY 2,400 million, Basic earnings per share of JPY 116.45 per basic share.Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥37.42 (vs JP¥36.01 in 1Q 2022)First quarter 2023 results: EPS: JP¥37.42. Revenue: JP¥7.13b (up 13% from 1Q 2022). Net income: JP¥770.0m (down 1.3% from 1Q 2022). Profit margin: 11% (down from 12% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.7%, compared to a 7.8% growth forecast for the industry in Japan.Reported Earnings • May 16Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥141 (up from JP¥84.58 in FY 2021). Revenue: JP¥25.9b (up 10.0% from FY 2021). Net income: JP¥2.97b (up 61% from FY 2021). Profit margin: 11% (up from 7.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is forecast to grow 2.3%, compared to a 1.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 40% per year, which means it is well ahead of earnings.お知らせ • May 16Yotai Refractories Co., Ltd. (TSE:5357) announces an Equity Buyback for 1,500,000 shares, representing 7.28% for ¥1,500 million.Yotai Refractories Co., Ltd. (TSE:5357) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 7.28% of its issued share capital (excluding treasury stock), for ¥1,500 million. The purpose of the program is to enable the execution of agile capital policies in response to changes in the business environment. The program will run until March 31, 2023. As of April 30, 2022, the company had 20,610,292 shares in issue (excluding treasury stock) and 4,977,129 shares in treasury.お知らせ • May 14+ 3 more updatesYotai Refractories Co., Ltd. Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2023Yotai Refractories Co., Ltd. provided year-end dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay year-end dividend of JPY 18.00 per share against JPY 27.00 per share for the same period a year ago.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 6 new directors. 3 experienced directors. 2 highly experienced directors. 1 independent director (5 non-independent directors). Chairman, MD & President Mitsuo Taguchi is the most experienced director on the board, commencing their role in 2009. Outside Independent Director Hiroshi Itano was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Apr 08+ 3 more updatesYotai Refractories Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Yotai Refractories Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 27 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.7%).お知らせ • Feb 10+ 1 more updateYotai Refractories Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Yotai Refractories Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period, the company expected net sales of JPY 25,500 million, operating profit of JPY 3,700 million, profit attributable to owners of parent of JPY 2,600 million and net income per share of JPY 123.81.Reported Earnings • Feb 10Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥27.37 (down from JP¥27.96 in 3Q 2021). Revenue: JP¥6.58b (up 5.2% from 3Q 2021). Net income: JP¥565.0m (down 7.2% from 3Q 2021). Profit margin: 8.6% (down from 9.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 4.4% compared to a 1.3% decline forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥39.41 (vs JP¥18.78 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.99b (up 14% from 2Q 2021). Net income: JP¥831.0m (up 103% from 2Q 2021). Profit margin: 14% (up from 7.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 11 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (2.4%).Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥36.01 (vs JP¥22.46 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥6.34b (up 6.6% from 1Q 2021). Net income: JP¥780.0m (up 59% from 1Q 2021). Profit margin: 12% (up from 8.3% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,250, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 11x in the Basic Materials industry in Japan. Total returns to shareholders of 96% over the past three years.Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥84.58 (vs JP¥127 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥23.6b (down 12% from FY 2020). Net income: JP¥1.85b (down 34% from FY 2020). Profit margin: 7.8% (down from 11% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% 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 • May 14Yotai Refractories Co., Ltd. (TSE:5357) announces an Equity Buyback for 1,800,000 shares, representing 8.26% for ¥1,500 million.Yotai Refractories Co., Ltd. (TSE:5357) announces a share repurchase program. Under the program, the company will repurchase up to 1,800,000 shares, representing 8.26% of its issued share capital (excluding treasury stock), at ¥833.33 per share, for ¥1,500 million. The purpose of the program is to implement an agile capital policy in response to changes in the business environment. The program will run until March 31, 2022. As of April 30, 2021, the company had 21,782,066 shares in issue (excluding treasury stock) and 3,805,355 shares in treasury.Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (2.2%).お知らせ • Mar 04+ 3 more updatesYotai Refractories Co., Ltd. to Report Q3, 2022 Results on Feb 09, 2022Yotai Refractories Co., Ltd. announced that they will report Q3, 2022 results on Feb 09, 2022Is New 90 Day High Low • Feb 17New 90-day high: JP¥978The company is up 23% from its price of JP¥797 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 1.0% over the same period.Reported Earnings • Feb 06Third quarter 2021 earnings released: EPS JP¥27.96 (vs JP¥30.71 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥6.25b (down 5.7% from 3Q 2020). Net income: JP¥609.0m (down 9.8% from 3Q 2020). Profit margin: 9.7% (in line with 3Q 2020). 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 10% per year, which means it is well ahead of earnings.株主還元5357JP Basic MaterialsJP 市場7D-1.9%-0.02%1.2%1Y-5.0%14.2%42.1%株主還元を見る業界別リターン: 5357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: 5357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 5357's price volatile compared to industry and market?5357 volatility5357 Average Weekly Movement3.1%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: 5357 、 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: 5357の 週次ボラティリティ ( 3% ) 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1936538Mitsuo Taguchiwww.yotai.co.jp洋瓦耐火物株式会社は、耐火物およびセラミックスを日本および海外で製造・販売している。耐火物事業とエンジニアリング事業を展開。鉄鋼、非鉄、セメント、ガラス、環境機器、電子部品、化学・陶磁器業界向けに、アルカリれんが、高アルミナ質れんが、粘土質れんが、シリカ質れんがなど様々な素材の耐火れんが、セラミック・環境システム関連炉、不定形耐火物を提供している。また、設計、施工、監督サービスからなるエンジニアリングサービスや、メンテナンス受託サービスも提供している。旧社名は大阪窯業耐火煉瓦(株)で、1987年6月に社名を洋泰耐火物(株)に変更した。1936年に法人化され、貝塚市に本社を置く。もっと見るYotai Refractories Co., Ltd. 基礎のまとめYotai Refractories の収益と売上を時価総額と比較するとどうか。5357 基礎統計学時価総額JP¥31.05b収益（TTM）JP¥2.47b売上高(TTM)JP¥29.59b12.6xPER（株価収益率1.0xP/Sレシオ5357 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5357 損益計算書（TTM）収益JP¥29.59b売上原価JP¥23.21b売上総利益JP¥6.37bその他の費用JP¥3.90b収益JP¥2.47b直近の収益報告Mar 31, 2026次回決算日Aug 07, 2026一株当たり利益（EPS）134.07グロス・マージン21.54%純利益率8.35%有利子負債／自己資本比率0.08%5357 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5.3%現在の配当利回り70%配当性向5357 配当は確実ですか？5357 配当履歴とベンチマークを見る5357 、いつまでに購入すれば配当金を受け取れますか？Yotai Refractories 配当日配当落ち日Mar 30 2026配当支払日Jun 26 2026配当落ちまでの日数54 days配当支払日までの日数34 days5357 配当は確実ですか？5357 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 08:34終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Yotai Refractories 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。1 アナリスト機関Ryousuke KiyotaTokai Tokyo Intelligence Laboratory Co., Ltd.
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥134 (vs JP¥142 in FY 2025)Full year 2026 results: EPS: JP¥134 (down from JP¥142 in FY 2025). Revenue: JP¥29.6b (up 1.0% from FY 2025). Net income: JP¥2.47b (down 5.9% from FY 2025). Profit margin: 8.3% (down from 9.0% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • May 14Yotai Refractories Co., Ltd., Annual General Meeting, Jun 25, 2026Yotai Refractories Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 09+ 3 more updatesYotai Refractories Co., Ltd. to Report Q2, 2027 Results on Nov 13, 2026Yotai Refractories Co., Ltd. announced that they will report Q2, 2027 results on Nov 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥50.28 (vs JP¥42.00 in 3Q 2025)Third quarter 2026 results: EPS: JP¥50.28 (up from JP¥42.00 in 3Q 2025). Revenue: JP¥8.11b (up 3.5% from 3Q 2025). Net income: JP¥925.0m (up 19% from 3Q 2025). Profit margin: 11% (up from 9.9% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
分析記事 • Dec 07Yotai Refractories (TSE:5357) Has Announced A Dividend Of ¥45.00The board of Yotai Refractories Co., Ltd. ( TSE:5357 ) has announced that it will pay a dividend of ¥45.00 per share on...
Reported Earnings • May 19Full year 2026 earnings released: EPS: JP¥134 (vs JP¥142 in FY 2025)Full year 2026 results: EPS: JP¥134 (down from JP¥142 in FY 2025). Revenue: JP¥29.6b (up 1.0% from FY 2025). Net income: JP¥2.47b (down 5.9% from FY 2025). Profit margin: 8.3% (down from 9.0% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • May 14Yotai Refractories Co., Ltd., Annual General Meeting, Jun 25, 2026Yotai Refractories Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 09+ 3 more updatesYotai Refractories Co., Ltd. to Report Q2, 2027 Results on Nov 13, 2026Yotai Refractories Co., Ltd. announced that they will report Q2, 2027 results on Nov 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 70% but the company is paying out more than the cash it is generating. Trailing yield: 4.9%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥50.28 (vs JP¥42.00 in 3Q 2025)Third quarter 2026 results: EPS: JP¥50.28 (up from JP¥42.00 in 3Q 2025). Revenue: JP¥8.11b (up 3.5% from 3Q 2025). Net income: JP¥925.0m (up 19% from 3Q 2025). Profit margin: 11% (up from 9.9% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings.
分析記事 • Dec 07Yotai Refractories (TSE:5357) Has Announced A Dividend Of ¥45.00The board of Yotai Refractories Co., Ltd. ( TSE:5357 ) has announced that it will pay a dividend of ¥45.00 per share on...
Declared Dividend • Dec 06First half dividend of JP¥45.00 announcedDividend of JP¥45.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 29th June 2026 Dividend yield will be 5.1%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (75% earnings payout ratio) but not covered by cash flows (124% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 3.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: JP¥31.46 (vs JP¥28.38 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.46 (up from JP¥28.38 in 2Q 2025). Revenue: JP¥7.06b (up 1.6% from 2Q 2025). Net income: JP¥578.0m (up 9.3% from 2Q 2025). Profit margin: 8.2% (up from 7.6% in 2Q 2025). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio and cash payout ratio are on the higher end at 77% and 79% respectively. Trailing yield: 5.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.7%).
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥10.14 (vs JP¥31.53 in 1Q 2025)First quarter 2026 results: EPS: JP¥10.14 (down from JP¥31.53 in 1Q 2025). Revenue: JP¥6.90b (down 4.6% from 1Q 2025). Net income: JP¥186.0m (down 68% from 1Q 2025). Profit margin: 2.7% (down from 8.1% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 6% per year.
Declared Dividend • Jul 09Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 5.2%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (79% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 10Full year 2025 earnings released: EPS: JP¥142 (vs JP¥205 in FY 2024)Full year 2025 results: EPS: JP¥142 (down from JP¥205 in FY 2024). Revenue: JP¥29.3b (flat on FY 2024). Net income: JP¥2.62b (down 32% from FY 2024). Profit margin: 9.0% (down from 13% in FY 2024). Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year.
お知らせ • May 09Yotai Refractories Co., Ltd., Annual General Meeting, Jun 26, 2025Yotai Refractories Co., Ltd., Annual General Meeting, Jun 26, 2025.
分析記事 • Apr 15Is Yotai Refractories (TSE:5357) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Mar 27+ 3 more updatesYotai Refractories Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Yotai Refractories Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 62% but the company is paying out more than the cash it is generating. Trailing yield: 6.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).
お知らせ • Mar 13Yotai Refractories Co., Ltd. Announces Execution change ,Effective April 1, 2025Yotai Refractories Co., Ltd. announced that it has resolved at the Board of Directors meeting held on March 13, 2025 to make the change of Executive Officer, effective April 1, 2025. The details are described below. Name: Yasuhiro Inoue, Current position: General Manager in charge of Information System Group, General Affairs Department of Head Office, New position: Executive Officer, General Manager in charge of companywide DX promotion, Information System Group (CIO), General Affairs Department of Head Office .
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥42.04 (vs JP¥79.97 in 3Q 2024)Third quarter 2025 results: EPS: JP¥42.04 (down from JP¥79.97 in 3Q 2024). Revenue: JP¥7.84b (down 3.7% from 3Q 2024). Net income: JP¥777.0m (down 48% from 3Q 2024). Profit margin: 9.9% (down from 18% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Dec 07First half dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 5.8%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but not covered by cash flows (262% cash payout ratio). The dividend has increased by an average of 28% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 6.2% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Nov 21We Think That There Are Issues Underlying Yotai Refractories' (TSE:5357) EarningsDespite announcing strong earnings, Yotai Refractories Co., Ltd.'s ( TSE:5357 ) stock was sluggish. Our analysis...
お知らせ • Nov 14Yotai Refractories Co., Ltd. (TSE:5357) announces an Equity Buyback for 359,000 shares, representing 1.91% for ¥560.04 million.Yotai Refractories Co., Ltd. (TSE:5357) announces a share repurchase program. Under the program, the company will repurchase up to 359,000 shares, representing 1.91% of its issued share capital, for ¥560.04 million. The shares will be repurchased at ¥1,560 per share. The purpose of the program is to enact capital policies and return profits to shareholders. As of October 31, 2024, there are 18,788,920 outstanding shares(excluding treasury shares) and 805,080 shares in treasury.
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥28.38 (vs JP¥32.50 in 2Q 2024)Second quarter 2025 results: EPS: JP¥28.38 (down from JP¥32.50 in 2Q 2024). Revenue: JP¥6.94b (down 1.7% from 2Q 2024). Net income: JP¥529.0m (down 14% from 2Q 2024). Profit margin: 7.6% (down from 8.7% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 40% and this is well supported by cash flows. Trailing yield: 5.0%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.9%).
分析記事 • Aug 19Yotai Refractories (TSE:5357) Has Announced A Dividend Of ¥45.00Yotai Refractories Co., Ltd. ( TSE:5357 ) will pay a dividend of ¥45.00 on the 9th of December. This will take the...
Reported Earnings • Aug 15First quarter 2025 earnings released: EPS: JP¥34.65 (vs JP¥30.09 in 1Q 2024)First quarter 2025 results: EPS: JP¥34.65 (up from JP¥30.09 in 1Q 2024). Revenue: JP¥7.53b (up 6.5% from 1Q 2024). Net income: JP¥645.0m (up 10% from 1Q 2024). Profit margin: 8.6% (up from 8.3% in 1Q 2024). Revenue is forecast to stay flat during the next 2 years compared to a 3.9% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
分析記事 • Jul 25Yotai Refractories (TSE:5357) Is Due To Pay A Dividend Of ¥45.00Yotai Refractories Co., Ltd. ( TSE:5357 ) will pay a dividend of ¥45.00 on the 9th of December. This makes the dividend...
Declared Dividend • Jul 11Final dividend of JP¥45.00 announcedShareholders will receive a dividend of JP¥45.00. Ex-date: 27th September 2024 Payment date: 9th December 2024 Dividend yield will be 5.7%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not covered by cash flows (100% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 33% over the next 2 years. However, it would need to fall by 57% to increase the payout ratio to a potentially unsustainable range.
分析記事 • May 23Yotai Refractories' (TSE:5357) Solid Profits Have Weak FundamentalsYotai Refractories Co., Ltd.'s ( TSE:5357 ) stock was strong after they recently reported robust earnings. However, we...
分析記事 • May 22There's No Escaping Yotai Refractories Co., Ltd.'s (TSE:5357) Muted Earnings Despite A 26% Share Price RiseYotai Refractories Co., Ltd. ( TSE:5357 ) shareholders have had their patience rewarded with a 26% share price jump in...
Valuation Update With 7 Day Price Move • May 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥1,792, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 11x in the Basic Materials industry in Japan. Total returns to shareholders of 55% over the past three years.
Reported Earnings • May 13Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: JP¥205 (up from JP¥147 in FY 2023). Revenue: JP¥29.1b (up 3.1% from FY 2023). Net income: JP¥3.88b (up 31% from FY 2023). Profit margin: 13% (up from 11% in FY 2023). Revenue missed analyst estimates by 3.2%. Earnings per share (EPS) exceeded analyst estimates by 16%. Revenue is forecast to grow 1.6% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12Yotai Refractories Co., Ltd., Annual General Meeting, Jun 25, 2024Yotai Refractories Co., Ltd., Annual General Meeting, Jun 25, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 39% but the company is paying out more than the cash it is generating. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).
Major Estimate Revision • Mar 02Consensus EPS estimates increase by 27%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥28.9b to JP¥30.1b. EPS estimate increased from JP¥140 to JP¥177 per share. Net income forecast to shrink 18% next year vs 16% growth forecast for Basic Materials industry in Japan . Consensus price target broadly unchanged at JP¥1,660. Share price was steady at JP¥1,454 over the past week.
お知らせ • Mar 02+ 3 more updatesYotai Refractories Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Yotai Refractories Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025
分析記事 • Feb 28Yotai Refractories' (TSE:5357) Shareholders Will Receive A Bigger Dividend Than Last YearThe board of Yotai Refractories Co., Ltd. ( TSE:5357 ) has announced that the dividend on 24th of June will be...
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥79.97 (vs JP¥37.89 in 3Q 2023)Third quarter 2024 results: EPS: JP¥79.97 (up from JP¥37.89 in 3Q 2023). Revenue: JP¥8.14b (up 13% from 3Q 2023). Net income: JP¥1.49b (up 96% from 3Q 2023). Profit margin: 18% (up from 11% in 3Q 2023). Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 16% per year.
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥32.50 (vs JP¥32.23 in 2Q 2023)Second quarter 2024 results: EPS: JP¥32.50. Revenue: JP¥7.07b (up 9.7% from 2Q 2023). Net income: JP¥613.0m (down 6.3% from 2Q 2023). Profit margin: 8.7% (down from 10% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Japan.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥25.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 3.3%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.6%).
Reported Earnings • Aug 12First quarter 2024 earnings released: EPS: JP¥30.09 (vs JP¥37.42 in 1Q 2023)First quarter 2024 results: EPS: JP¥30.09 (down from JP¥37.42 in 1Q 2023). Revenue: JP¥7.07b (flat on 1Q 2023). Net income: JP¥584.0m (down 24% from 1Q 2023). Profit margin: 8.3% (down from 11% in 1Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 29% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Aug 12+ 2 more updatesYotai Refractories Co., Ltd. Provides Dividend Guidance for the Second Quarter Ending September 30, 2023Yotai Refractories Co., Ltd. provided dividend guidance for the second quarter ending September 30, 2023. For the second quarter-end, the company expects to pay dividend of JPY 25.00 per share against JPY 20.00 per share paid for the same period a year ago.
Reported Earnings • May 16Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥147 (up from JP¥141 in FY 2022). Revenue: JP¥28.3b (up 9.0% from FY 2022). Net income: JP¥2.97b (flat on FY 2022). Profit margin: 11% (in line with FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.8%. Revenue is forecast to grow 4.6% p.a. on average during the next 2 years, compared to a 5.0% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has increased by 35% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 13+ 5 more updatesYotai Refractories Co., Ltd., Annual General Meeting, Jun 22, 2023Yotai Refractories Co., Ltd., Annual General Meeting, Jun 22, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥37.89 (vs JP¥27.37 in 3Q 2022)Third quarter 2023 results: EPS: JP¥37.89 (up from JP¥27.37 in 3Q 2022). Revenue: JP¥7.19b (up 9.2% from 3Q 2022). Net income: JP¥759.0m (up 34% from 3Q 2022). Profit margin: 11% (up from 8.6% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.3% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Feb 11+ 1 more updateYotai Refractories Co., Ltd. Provides Dividend Guidance for Year Ending of March 31, 2023Yotai Refractories Co., Ltd. provided dividend guidance for year ending of March 31, 2023. For the year the company expects to pay the dividend of JPY 18.00 per share against JPY 27.00 per share a year ago.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 5 non-independent directors. Independent Outside Director Shinobu Akiyoshi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥32.23 (vs JP¥39.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥32.23 (down from JP¥39.41 in 2Q 2022). Revenue: JP¥6.44b (up 7.6% from 2Q 2022). Net income: JP¥654.0m (down 21% from 2Q 2022). Profit margin: 10% (down from 14% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
お知らせ • Nov 12+ 2 more updatesYotai Refractories Co., Ltd. Provides Consolidated Earnings Guidance for Year Ending March 31, 2023Yotai Refractories Co., Ltd. provided consolidated earnings guidance for year ending March 31, 2023. For the period, the company expected net sales of JPY 26,500 million, operating profit of JPY 3,400 million, profit attributable to owners of parent of JPY 2,400 million, Basic earnings per share of JPY 116.45 per basic share.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.9%).
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥37.42 (vs JP¥36.01 in 1Q 2022)First quarter 2023 results: EPS: JP¥37.42. Revenue: JP¥7.13b (up 13% from 1Q 2022). Net income: JP¥770.0m (down 1.3% from 1Q 2022). Profit margin: 11% (down from 12% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 3.7%, compared to a 7.8% growth forecast for the industry in Japan.
Reported Earnings • May 16Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥141 (up from JP¥84.58 in FY 2021). Revenue: JP¥25.9b (up 10.0% from FY 2021). Net income: JP¥2.97b (up 61% from FY 2021). Profit margin: 11% (up from 7.8% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is forecast to grow 2.3%, compared to a 1.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 40% per year, which means it is well ahead of earnings.
お知らせ • May 16Yotai Refractories Co., Ltd. (TSE:5357) announces an Equity Buyback for 1,500,000 shares, representing 7.28% for ¥1,500 million.Yotai Refractories Co., Ltd. (TSE:5357) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 7.28% of its issued share capital (excluding treasury stock), for ¥1,500 million. The purpose of the program is to enable the execution of agile capital policies in response to changes in the business environment. The program will run until March 31, 2023. As of April 30, 2022, the company had 20,610,292 shares in issue (excluding treasury stock) and 4,977,129 shares in treasury.
お知らせ • May 14+ 3 more updatesYotai Refractories Co., Ltd. Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2023Yotai Refractories Co., Ltd. provided year-end dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay year-end dividend of JPY 18.00 per share against JPY 27.00 per share for the same period a year ago.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 6 new directors. 3 experienced directors. 2 highly experienced directors. 1 independent director (5 non-independent directors). Chairman, MD & President Mitsuo Taguchi is the most experienced director on the board, commencing their role in 2009. Outside Independent Director Hiroshi Itano was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 08+ 3 more updatesYotai Refractories Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Yotai Refractories Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
Upcoming Dividend • Mar 23Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 27 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.7%).
お知らせ • Feb 10+ 1 more updateYotai Refractories Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Yotai Refractories Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2022. For the period, the company expected net sales of JPY 25,500 million, operating profit of JPY 3,700 million, profit attributable to owners of parent of JPY 2,600 million and net income per share of JPY 123.81.
Reported Earnings • Feb 10Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥27.37 (down from JP¥27.96 in 3Q 2021). Revenue: JP¥6.58b (up 5.2% from 3Q 2021). Net income: JP¥565.0m (down 7.2% from 3Q 2021). Profit margin: 8.6% (down from 9.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 4.4% compared to a 1.3% decline forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥39.41 (vs JP¥18.78 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥5.99b (up 14% from 2Q 2021). Net income: JP¥831.0m (up 103% from 2Q 2021). Profit margin: 14% (up from 7.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 22% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 11 December 2021. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (2.4%).
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥36.01 (vs JP¥22.46 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥6.34b (up 6.6% from 1Q 2021). Net income: JP¥780.0m (up 59% from 1Q 2021). Profit margin: 12% (up from 8.3% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • May 20Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,250, the stock trades at a trailing P/E ratio of 14.8x. Average trailing P/E is 11x in the Basic Materials industry in Japan. Total returns to shareholders of 96% over the past three years.
Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥84.58 (vs JP¥127 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥23.6b (down 12% from FY 2020). Net income: JP¥1.85b (down 34% from FY 2020). Profit margin: 7.8% (down from 11% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% 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 • May 14Yotai Refractories Co., Ltd. (TSE:5357) announces an Equity Buyback for 1,800,000 shares, representing 8.26% for ¥1,500 million.Yotai Refractories Co., Ltd. (TSE:5357) announces a share repurchase program. Under the program, the company will repurchase up to 1,800,000 shares, representing 8.26% of its issued share capital (excluding treasury stock), at ¥833.33 per share, for ¥1,500 million. The purpose of the program is to implement an agile capital policy in response to changes in the business environment. The program will run until March 31, 2022. As of April 30, 2021, the company had 21,782,066 shares in issue (excluding treasury stock) and 3,805,355 shares in treasury.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥5.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (2.2%).
お知らせ • Mar 04+ 3 more updatesYotai Refractories Co., Ltd. to Report Q3, 2022 Results on Feb 09, 2022Yotai Refractories Co., Ltd. announced that they will report Q3, 2022 results on Feb 09, 2022
Is New 90 Day High Low • Feb 17New 90-day high: JP¥978The company is up 23% from its price of JP¥797 on 19 November 2020. The Japanese market is up 14% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Basic Materials industry, which is up 1.0% over the same period.
Reported Earnings • Feb 06Third quarter 2021 earnings released: EPS JP¥27.96 (vs JP¥30.71 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and revenues, although profit margins were flat. Third quarter 2021 results: Revenue: JP¥6.25b (down 5.7% from 3Q 2020). Net income: JP¥609.0m (down 9.8% from 3Q 2020). Profit margin: 9.7% (in line with 3Q 2020). 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 10% per year, which means it is well ahead of earnings.
