View ValuationOsaka Steel 将来の成長Future 基準チェック /06現在、 Osaka Steelの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Metals and Mining 収益成長11.5%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • Jul 08Osaka Steel Co., Ltd. (TSE:5449) acquired the remaining 14% stake in PT Krakatau Osaka Steel from PT Krakatau Steel (Persero) Tbk (IDX:KRAS) for approximately IDR 249.98 billion.Osaka Steel Co., Ltd. (TSE:5449) acquired the remaining 14% stake in PT Krakatau Osaka Steel from PT Krakatau Steel (Persero) Tbk (IDX:KRAS) for approximately IDR 249.98 billion on June 29, 2026. The company has transferred 14,000 Series B shares in KOS, representing 20% of KOS's total voting rights and 14% of its total issued and paid-up share capital, to Osaka Steel Co., Ltd. Osaka Steel Co., Ltd. (TSE:5449) completed the acquisition of the remaining 14% stake in PT Krakatau Osaka Steel from PT Krakatau Steel (Persero) Tbk (IDX:KRAS) for approximately IDR 249.98 billion on June 29, 2026.お知らせ • Jul 02Osaka Steel Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026Osaka Steel Co., Ltd. announced that they will report Q1, 2027 results on Jul 30, 2026Board Change • Jun 29Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Keiko Kaneko was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.New Risk • Jun 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 44% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).Buy Or Sell Opportunity • May 14Now 21% overvaluedOver the last 90 days, the stock has fallen 6.3% to JP¥2,343. The fair value is estimated to be JP¥1,936, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • May 13Full year 2026 earnings released: JP¥700 loss per share (vs JP¥82.92 profit in FY 2025)Full year 2026 results: JP¥700 loss per share (down from JP¥82.92 profit in FY 2025). Revenue: JP¥95.1b (down 18% from FY 2025). Net loss: JP¥20.9b (down JP¥24.2b from profit in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 134 percentage points per year, which is a significant difference in performance.お知らせ • May 12Osaka Steel Co., Ltd., Annual General Meeting, Jun 24, 2026Osaka Steel Co., Ltd., Annual General Meeting, Jun 24, 2026.お知らせ • May 09Osaka Steel Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Osaka Steel Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026Buy Or Sell Opportunity • Apr 28Now 24% overvaluedOver the last 90 days, the stock has fallen 20% to JP¥2,463. The fair value is estimated to be JP¥1,991, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Mar 10Now 21% overvaluedOver the last 90 days, the stock has fallen 6.2% to JP¥2,545. The fair value is estimated to be JP¥2,106, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years. Meanwhile, the company became loss making.Buy Or Sell Opportunity • Feb 12Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to JP¥2,698. The fair value is estimated to be JP¥2,104, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Feb 11Osaka Steel (TSE:5449) May Have Issues Allocating Its CapitalWhat financial metrics can indicate to us that a company is maturing or even in decline? More often than not, we'll see...Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥12.87 (vs JP¥26.29 in 3Q 2025)Third quarter 2026 results: EPS: JP¥12.87 (down from JP¥26.29 in 3Q 2025). Revenue: JP¥23.3b (down 18% from 3Q 2025). Net income: JP¥385.0m (down 62% from 3Q 2025). Profit margin: 1.7% (down from 3.6% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.New Risk • Feb 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.01% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (0.5% net profit margin).分析記事 • Jan 15Risks To Shareholder Returns Are Elevated At These Prices For Osaka Steel Co., Ltd. (TSE:5449)With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Metals and Mining industry in Japan, you could be...お知らせ • Dec 26Osaka Steel Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Osaka Steel Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026分析記事 • Nov 21Some Investors May Be Willing To Look Past Osaka Steel's (TSE:5449) Soft EarningsShareholders appeared unconcerned with Osaka Steel Co., Ltd.'s ( TSE:5449 ) lackluster earnings report last week. We...Reported Earnings • Oct 31Second quarter 2026 earnings released: JP¥2.17 loss per share (vs JP¥29.78 loss in 2Q 2025)Second quarter 2026 results: JP¥2.17 loss per share (improved from JP¥29.78 loss in 2Q 2025). Revenue: JP¥22.9b (down 19% from 2Q 2025). Net loss: JP¥65.0m (loss narrowed 94% from 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.分析記事 • Sep 30Is Osaka Steel (TSE:5449) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...お知らせ • Sep 14Osaka Steel Co., Ltd. to Report Q2, 2026 Results on Oct 30, 2025Osaka Steel Co., Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025Reported Earnings • Jul 31First quarter 2026 earnings released: JP¥49.63 loss per share (vs JP¥59.53 profit in 1Q 2025)First quarter 2026 results: JP¥49.63 loss per share (down from JP¥59.53 profit in 1Q 2025). Revenue: JP¥25.8b (down 19% from 1Q 2025). Net loss: JP¥1.49b (down 164% from profit 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 26% per year, which means it is well ahead of earnings.分析記事 • Jul 30Returns On Capital Signal Difficult Times Ahead For Osaka Steel (TSE:5449)When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥82.92 (vs JP¥80.19 in FY 2024)Full year 2025 results: EPS: JP¥82.92 (up from JP¥80.19 in FY 2024). Revenue: JP¥116.4b (flat on FY 2024). Net income: JP¥3.23b (up 3.4% from FY 2024). Profit margin: 2.8% (up from 2.7% in FY 2024). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jun 17Osaka Steel Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025Osaka Steel Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025分析記事 • May 19Does Osaka Steel (TSE:5449) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Reported Earnings • Apr 29Full year 2025 earnings released: EPS: JP¥82.92 (vs JP¥80.19 in FY 2024)Full year 2025 results: EPS: JP¥82.92 (up from JP¥80.19 in FY 2024). Revenue: JP¥116.4b (flat on FY 2024). Net income: JP¥3.23b (up 3.4% from FY 2024). Profit margin: 2.8% (up from 2.7% in FY 2024). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 28Osaka Steel Co., Ltd., Annual General Meeting, Jun 25, 2025Osaka Steel Co., Ltd., Annual General Meeting, Jun 25, 2025.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,372, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 9x in the Metals and Mining industry in Japan. Total returns to shareholders of 63% over the past three years.分析記事 • Apr 02Here's What's Concerning About Osaka Steel's (TSE:5449) Returns On CapitalWhat underlying fundamental trends can indicate that a company might be in decline? Typically, we'll see the trend of...Upcoming Dividend • Mar 21Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 25 June 2025. Payout ratio is a comfortable 42% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.1%).分析記事 • Mar 05Osaka Steel Co., Ltd.'s (TSE:5449) Shares Climb 26% But Its Business Is Yet to Catch UpOsaka Steel Co., Ltd. ( TSE:5449 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...お知らせ • Mar 05Osaka Steel Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2025Osaka Steel Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2025New Risk • Feb 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥26.29 (vs JP¥7.14 in 3Q 2024)Third quarter 2025 results: EPS: JP¥26.29 (up from JP¥7.14 in 3Q 2024). Revenue: JP¥28.2b (down 3.1% from 3Q 2024). Net income: JP¥1.02b (up 268% from 3Q 2024). Profit margin: 3.6% (up from 1.0% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 31Osaka Steel Co., Ltd. (TSE:5449) announces an Equity Buyback for 9,000,100 shares, representing 23.12% for ¥22,050.25 million.Osaka Steel Co., Ltd. (TSE:5449) announces a share repurchase program. Under the program, the company will repurchase up to 9,000,000 shares, representing 23.12% of its issued share capital, for ¥ 22,050.25 million. The offer price is scheduled to be officially decided by a resolution of the Board of Directors at a meeting held on February 14, 2025. The shares will be repurchased from Nippon Steel Corporation. The purpose of the program is implementation of flexible capital policies in response to the business environment and to return profits to shareholders. The program is valid till April 30, 2025. As of December 31, 2024, the company had 38,919,283 outstanding shares (excluding treasury stock) and 3,360,699 treasury shares.お知らせ • Dec 21Osaka Steel Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Osaka Steel Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025分析記事 • Nov 06Osaka Steel's (TSE:5449) Soft Earnings Don't Show The Whole PictureOsaka Steel Co., Ltd.'s ( TSE:5449 ) earnings announcement last week didn't impress shareholders. Despite the soft...分析記事 • Nov 01Osaka Steel (TSE:5449) May Have Issues Allocating Its CapitalWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...Reported Earnings • Nov 01Second quarter 2025 earnings released: JP¥29.78 loss per share (vs JP¥6.78 profit in 2Q 2024)Second quarter 2025 results: JP¥29.78 loss per share (down from JP¥6.78 profit in 2Q 2024). Revenue: JP¥28.3b (up 6.2% from 2Q 2024). Net loss: JP¥1.16b (down JP¥1.42b from profit in 2Q 2024). 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 40% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Sep 25Is Osaka Steel (TSE:5449) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...Upcoming Dividend • Sep 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (4.3%).お知らせ • Sep 11Osaka Steel Co., Ltd. to Report Q2, 2025 Results on Oct 30, 2024Osaka Steel Co., Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024分析記事 • Aug 25Why Investors Shouldn't Be Surprised By Osaka Steel Co., Ltd.'s (TSE:5449) 29% Share Price SurgeOsaka Steel Co., Ltd. ( TSE:5449 ) shares have had a really impressive month, gaining 29% after a shaky period...Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥59.53 (vs JP¥51.75 in 1Q 2024)First quarter 2025 results: EPS: JP¥59.53 (up from JP¥51.75 in 1Q 2024). Revenue: JP¥31.6b (up 2.4% from 1Q 2024). Net income: JP¥2.32b (up 15% from 1Q 2024). Profit margin: 7.3% (up from 6.5% in 1Q 2024). The increase in margin was driven by higher revenue. 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 30% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jul 15Osaka Steel (TSE:5449) Has More To Do To Multiply In Value Going ForwardWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...お知らせ • Jun 15Osaka Steel Co., Ltd. to Report Q1, 2025 Results on Jul 30, 2024Osaka Steel Co., Ltd. announced that they will report Q1, 2025 results on Jul 30, 2024New Risk • May 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.3% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.7% average weekly change).分析記事 • May 21Osaka Steel Co., Ltd.'s (TSE:5449) 25% Jump Shows Its Popularity With InvestorsOsaka Steel Co., Ltd. ( TSE:5449 ) shares have had a really impressive month, gaining 25% after a shaky period...分析記事 • May 03Why Osaka Steel's (TSE:5449) Earnings Are Better Than They SeemThe market seemed underwhelmed by last week's earnings announcement from Osaka Steel Co., Ltd. ( TSE:5449 ) despite the...Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥80.19 (vs JP¥74.59 in FY 2023)Full year 2024 results: EPS: JP¥80.19 (up from JP¥74.59 in FY 2023). Revenue: JP¥117.3b (flat on FY 2023). Net income: JP¥3.12b (up 7.5% from FY 2023). Profit margin: 2.7% (up from 2.5% in FY 2023). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 29Osaka Steel Co., Ltd., Annual General Meeting, Jun 24, 2024Osaka Steel Co., Ltd., Annual General Meeting, Jun 24, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (3.5%).お知らせ • Mar 02Osaka Steel Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2024Osaka Steel Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2024Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥7.14 (vs JP¥6.19 in 3Q 2023)Third quarter 2024 results: EPS: JP¥7.14 (up from JP¥6.19 in 3Q 2023). Revenue: JP¥29.1b (down 5.0% from 3Q 2023). Net income: JP¥278.0m (up 15% from 3Q 2023). Profit margin: 1.0% (up from 0.8% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 28Osaka Steel Co., Ltd. to Report Q3, 2024 Results on Jan 30, 2024Osaka Steel Co., Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,407, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 9x in the Metals and Mining industry in Japan. Total returns to shareholders of 105% over the past three years.Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥6.78 (vs JP¥35.92 in 2Q 2023)Second quarter 2024 results: EPS: JP¥6.78 (down from JP¥35.92 in 2Q 2023). Revenue: JP¥26.7b (down 1.9% from 2Q 2023). Net income: JP¥264.0m (down 81% from 2Q 2023). Profit margin: 1.0% (down from 5.1% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (3.2%).お知らせ • Aug 30Osaka Steel Co., Ltd. to Report Q2, 2024 Results on Oct 30, 2023Osaka Steel Co., Ltd. announced that they will report Q2, 2024 results on Oct 30, 2023Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥51.75 (vs JP¥20.81 in 1Q 2023)First quarter 2024 results: EPS: JP¥51.75 (up from JP¥20.81 in 1Q 2023). Revenue: JP¥30.9b (up 10% from 1Q 2023). Net income: JP¥2.01b (up 149% from 1Q 2023). Profit margin: 6.5% (up from 2.9% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 03Osaka Steel Co., Ltd. to Report Q1, 2024 Results on Jul 27, 2023Osaka Steel Co., Ltd. announced that they will report Q1, 2024 results on Jul 27, 2023Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥74.59 (vs JP¥65.96 in FY 2022)Full year 2023 results: EPS: JP¥74.59 (up from JP¥65.96 in FY 2022). Revenue: JP¥117.1b (up 12% from FY 2022). Net income: JP¥2.90b (up 13% from FY 2022). Profit margin: 2.5% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.50 per share at 1.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (4.6%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥6.19 (vs JP¥17.96 in 3Q 2022)Third quarter 2023 results: EPS: JP¥6.19 (down from JP¥17.96 in 3Q 2022). Revenue: JP¥30.6b (up 9.4% from 3Q 2022). Net income: JP¥241.0m (down 66% from 3Q 2022). Profit margin: 0.8% (down from 2.5% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 9% per year.お知らせ • Nov 30Osaka Steel Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Osaka Steel Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Board Change • Nov 16Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 8 new directors. 3 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Outside Audit & Supervisory Board Member Shuichi Takami is the most experienced director on the board, commencing their role in 2014. Independent Outside Director Mitsuhiro Sato was the last independent 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: Minority of independent directors. Lack of board continuity. Lack of experienced directors.Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: JP¥35.92 (vs JP¥16.88 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.92 (up from JP¥16.88 in 2Q 2022). Revenue: JP¥27.2b (up 9.1% from 2Q 2022). Net income: JP¥1.40b (up 113% from 2Q 2022). Profit margin: 5.1% (up from 2.6% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (5.4%).お知らせ • Aug 28Osaka Steel Co., Ltd. to Report Q2, 2023 Results on Oct 27, 2022Osaka Steel Co., Ltd. announced that they will report Q2, 2023 results on Oct 27, 2022Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥20.81 (vs JP¥27.80 in 1Q 2022)First quarter 2023 results: EPS: JP¥20.81 (down from JP¥27.80 in 1Q 2022). Revenue: JP¥28.0b (up 26% from 1Q 2022). Net income: JP¥810.0m (down 25% from 1Q 2022). Profit margin: 2.9% (down from 4.8% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.お知らせ • Jun 01Osaka Steel Co., Ltd. to Report Q1, 2023 Results on Jul 28, 2022Osaka Steel Co., Ltd. announced that they will report Q1, 2023 results on Jul 28, 2022Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥65.96 (vs JP¥23.05 in FY 2021)Full year 2022 results: EPS: JP¥65.96 (up from JP¥23.05 in FY 2021). Revenue: JP¥104.5b (up 36% from FY 2021). Net income: JP¥2.57b (up 186% from FY 2021). Profit margin: 2.5% (up from 1.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Board Change • Apr 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Outside Audit & Supervisory Board Member Shuichi Takami is the most experienced director on the board, commencing their role in 2014. Independent Outside Director Mitsuhiro Sato was the last independent 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: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Apr 08Osaka Steel Co., Ltd. to Report Fiscal Year 2022 Results on Apr 27, 2022Osaka Steel Co., Ltd. announced that they will report fiscal year 2022 results on Apr 27, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (4.7%).Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥17.96 (up from JP¥0.051 in 3Q 2021). Revenue: JP¥28.0b (up 45% from 3Q 2021). Net income: JP¥699.0m (up JP¥697.0m from 3Q 2021). Profit margin: 2.5% (up from 0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥16.88 (vs JP¥21.56 in 2Q 2021)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥24.9b (up 51% from 2Q 2021). Net income: JP¥657.0m (down 22% from 2Q 2021). Profit margin: 2.6% (down from 5.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 31First quarter 2022 earnings released: EPS JP¥27.80 (vs JP¥11.25 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥22.3b (up 11% from 1Q 2021). Net income: JP¥1.08b (up JP¥1.52b from 1Q 2021). Profit margin: 4.8% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 30Full year 2021 earnings released: EPS JP¥23.05 (vs JP¥109 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥76.6b (down 16% from FY 2020). Net income: JP¥897.0m (down 79% from FY 2020). Profit margin: 1.2% (down from 4.6% 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 31% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Inaugural dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 04 June 2021. The company last paid an ordinary dividend in June 2020. The average dividend yield among industry peers is 1.5%.お知らせ • Mar 04Osaka Steel Co., Ltd. to Report Fiscal Year 2021 Results on Apr 28, 2021Osaka Steel Co., Ltd. announced that they will report fiscal year 2021 results on Apr 28, 2021Is New 90 Day High Low • Dec 02New 90-day high: JP¥1,220The company is up 16% from its price of JP¥1,050 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 10.0% over the same period.お知らせ • Nov 29Osaka Steel Co., Ltd. to Report Q3, 2021 Results on Jan 28, 2021Osaka Steel Co., Ltd. announced that they will report Q3, 2021 results on Jan 28, 2021お知らせ • Sep 03Osaka Steel Co., Ltd. to Report Q2, 2021 Results on Oct 29, 2020Osaka Steel Co., Ltd. announced that they will report Q2, 2021 results on Oct 29, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Osaka Steel は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:5449 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/202695,096-20,936-1,8628,821N/A12/31/2025100,186-119N/AN/AN/A9/30/2025105,1165197068,035N/A6/30/2025110,569-575N/AN/AN/A3/31/2025116,4243,2271547,613N/A12/31/2024118,6262,746N/AN/AN/A9/30/2024119,5192,001-1,4372,824N/A6/30/2024117,8663,424N/AN/AN/A3/31/2024117,1273,121-4,284-1,067N/A12/31/2023117,9903,010N/AN/AN/A9/30/2023119,5062,9733,7016,434N/A6/30/2023120,0104,107N/AN/AN/A3/31/2023117,1412,9031,3185,086N/A12/31/2022115,0542,578N/AN/AN/A9/30/2022112,4263,036-6,689-2,403N/A6/30/2022110,1492,295N/AN/AN/A3/31/2022104,4552,567-1,6252,934N/A12/31/202195,9212,932N/AN/AN/A9/30/202187,1892,235-7,1353,352N/A6/30/202178,7712,417N/AN/AN/A3/31/202176,601897-7,1544,187N/A12/31/202077,246819N/AN/AN/A9/30/202081,8392,0438,56316,385N/A6/30/202086,7562,196N/AN/AN/A3/31/202091,5924,23110,24216,866N/A12/31/201995,9855,267N/AN/AN/A9/30/201998,8754,924N/A7,549N/A6/30/201998,2183,983N/AN/AN/A3/31/201996,5694,122N/A3,193N/A12/31/201894,2273,654N/AN/AN/A9/30/201889,4713,943N/A-1,252N/A6/30/201886,1424,495N/AN/AN/A3/31/201881,1004,318N/A-854N/A12/31/201776,2024,380N/AN/AN/A9/30/201770,3744,072N/A1,448N/A6/30/201767,2144,354N/AN/AN/A3/31/201762,1352,769N/A4,924N/A12/31/201656,2158,283N/AN/AN/A9/30/201653,2709,121N/A9,861N/A6/30/201653,0149,637N/AN/AN/A3/31/201654,67710,350N/A9,864N/A12/31/201558,2515,626N/AN/AN/A9/30/201562,1035,786N/A10,981N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 5449の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 5449の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 5449の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 5449の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 5449の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 5449の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance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2026/07/18 21:50終値2026/07/17 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このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Osaka Steel Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。2 アナリスト機関Yuji MatsumotoNomura Securities Co. Ltd.Kenzo SatoTIW
お知らせ • Jul 08Osaka Steel Co., Ltd. (TSE:5449) acquired the remaining 14% stake in PT Krakatau Osaka Steel from PT Krakatau Steel (Persero) Tbk (IDX:KRAS) for approximately IDR 249.98 billion.Osaka Steel Co., Ltd. (TSE:5449) acquired the remaining 14% stake in PT Krakatau Osaka Steel from PT Krakatau Steel (Persero) Tbk (IDX:KRAS) for approximately IDR 249.98 billion on June 29, 2026. The company has transferred 14,000 Series B shares in KOS, representing 20% of KOS's total voting rights and 14% of its total issued and paid-up share capital, to Osaka Steel Co., Ltd. Osaka Steel Co., Ltd. (TSE:5449) completed the acquisition of the remaining 14% stake in PT Krakatau Osaka Steel from PT Krakatau Steel (Persero) Tbk (IDX:KRAS) for approximately IDR 249.98 billion on June 29, 2026.
お知らせ • Jul 02Osaka Steel Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026Osaka Steel Co., Ltd. announced that they will report Q1, 2027 results on Jul 30, 2026
Board Change • Jun 29Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Keiko Kaneko was the last independent director to join the board, commencing their role in 2026. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
New Risk • Jun 17New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 44% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (6.9% average weekly change).
Buy Or Sell Opportunity • May 14Now 21% overvaluedOver the last 90 days, the stock has fallen 6.3% to JP¥2,343. The fair value is estimated to be JP¥1,936, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 6.0% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • May 13Full year 2026 earnings released: JP¥700 loss per share (vs JP¥82.92 profit in FY 2025)Full year 2026 results: JP¥700 loss per share (down from JP¥82.92 profit in FY 2025). Revenue: JP¥95.1b (down 18% from FY 2025). Net loss: JP¥20.9b (down JP¥24.2b from profit in FY 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 134 percentage points per year, which is a significant difference in performance.
お知らせ • May 12Osaka Steel Co., Ltd., Annual General Meeting, Jun 24, 2026Osaka Steel Co., Ltd., Annual General Meeting, Jun 24, 2026.
お知らせ • May 09Osaka Steel Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026Osaka Steel Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026
Buy Or Sell Opportunity • Apr 28Now 24% overvaluedOver the last 90 days, the stock has fallen 20% to JP¥2,463. The fair value is estimated to be JP¥1,991, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Mar 10Now 21% overvaluedOver the last 90 days, the stock has fallen 6.2% to JP¥2,545. The fair value is estimated to be JP¥2,106, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years. Meanwhile, the company became loss making.
Buy Or Sell Opportunity • Feb 12Now 28% overvalued after recent price riseOver the last 90 days, the stock has risen 2.4% to JP¥2,698. The fair value is estimated to be JP¥2,104, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 3.7% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Feb 11Osaka Steel (TSE:5449) May Have Issues Allocating Its CapitalWhat financial metrics can indicate to us that a company is maturing or even in decline? More often than not, we'll see...
Reported Earnings • Feb 07Third quarter 2026 earnings released: EPS: JP¥12.87 (vs JP¥26.29 in 3Q 2025)Third quarter 2026 results: EPS: JP¥12.87 (down from JP¥26.29 in 3Q 2025). Revenue: JP¥23.3b (down 18% from 3Q 2025). Net income: JP¥385.0m (down 62% from 3Q 2025). Profit margin: 1.7% (down from 3.6% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has increased by 33% per year, which means it is well ahead of earnings.
New Risk • Feb 03New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 0.01% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.3% average weekly change). Profit margins are more than 30% lower than last year (0.5% net profit margin).
分析記事 • Jan 15Risks To Shareholder Returns Are Elevated At These Prices For Osaka Steel Co., Ltd. (TSE:5449)With a median price-to-sales (or "P/S") ratio of close to 0.5x in the Metals and Mining industry in Japan, you could be...
お知らせ • Dec 26Osaka Steel Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026Osaka Steel Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026
分析記事 • Nov 21Some Investors May Be Willing To Look Past Osaka Steel's (TSE:5449) Soft EarningsShareholders appeared unconcerned with Osaka Steel Co., Ltd.'s ( TSE:5449 ) lackluster earnings report last week. We...
Reported Earnings • Oct 31Second quarter 2026 earnings released: JP¥2.17 loss per share (vs JP¥29.78 loss in 2Q 2025)Second quarter 2026 results: JP¥2.17 loss per share (improved from JP¥29.78 loss in 2Q 2025). Revenue: JP¥22.9b (down 19% from 2Q 2025). Net loss: JP¥65.0m (loss narrowed 94% from 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings.
分析記事 • Sep 30Is Osaka Steel (TSE:5449) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
お知らせ • Sep 14Osaka Steel Co., Ltd. to Report Q2, 2026 Results on Oct 30, 2025Osaka Steel Co., Ltd. announced that they will report Q2, 2026 results on Oct 30, 2025
Reported Earnings • Jul 31First quarter 2026 earnings released: JP¥49.63 loss per share (vs JP¥59.53 profit in 1Q 2025)First quarter 2026 results: JP¥49.63 loss per share (down from JP¥59.53 profit in 1Q 2025). Revenue: JP¥25.8b (down 19% from 1Q 2025). Net loss: JP¥1.49b (down 164% from profit 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 26% per year, which means it is well ahead of earnings.
分析記事 • Jul 30Returns On Capital Signal Difficult Times Ahead For Osaka Steel (TSE:5449)When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Reported Earnings • Jun 29Full year 2025 earnings released: EPS: JP¥82.92 (vs JP¥80.19 in FY 2024)Full year 2025 results: EPS: JP¥82.92 (up from JP¥80.19 in FY 2024). Revenue: JP¥116.4b (flat on FY 2024). Net income: JP¥3.23b (up 3.4% from FY 2024). Profit margin: 2.8% (up from 2.7% in FY 2024). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jun 17Osaka Steel Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025Osaka Steel Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025
分析記事 • May 19Does Osaka Steel (TSE:5449) Have A Healthy Balance Sheet?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Reported Earnings • Apr 29Full year 2025 earnings released: EPS: JP¥82.92 (vs JP¥80.19 in FY 2024)Full year 2025 results: EPS: JP¥82.92 (up from JP¥80.19 in FY 2024). Revenue: JP¥116.4b (flat on FY 2024). Net income: JP¥3.23b (up 3.4% from FY 2024). Profit margin: 2.8% (up from 2.7% in FY 2024). Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 28Osaka Steel Co., Ltd., Annual General Meeting, Jun 25, 2025Osaka Steel Co., Ltd., Annual General Meeting, Jun 25, 2025.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to JP¥2,372, the stock trades at a trailing P/E ratio of 25.8x. Average trailing P/E is 9x in the Metals and Mining industry in Japan. Total returns to shareholders of 63% over the past three years.
分析記事 • Apr 02Here's What's Concerning About Osaka Steel's (TSE:5449) Returns On CapitalWhat underlying fundamental trends can indicate that a company might be in decline? Typically, we'll see the trend of...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥19.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 25 June 2025. Payout ratio is a comfortable 42% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.1%).
分析記事 • Mar 05Osaka Steel Co., Ltd.'s (TSE:5449) Shares Climb 26% But Its Business Is Yet to Catch UpOsaka Steel Co., Ltd. ( TSE:5449 ) shareholders are no doubt pleased to see that the share price has bounced 26% in the...
お知らせ • Mar 05Osaka Steel Co., Ltd. to Report Fiscal Year 2025 Results on Apr 28, 2025Osaka Steel Co., Ltd. announced that they will report fiscal year 2025 results on Apr 28, 2025
New Risk • Feb 16New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 7.4% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥26.29 (vs JP¥7.14 in 3Q 2024)Third quarter 2025 results: EPS: JP¥26.29 (up from JP¥7.14 in 3Q 2024). Revenue: JP¥28.2b (down 3.1% from 3Q 2024). Net income: JP¥1.02b (up 268% from 3Q 2024). Profit margin: 3.6% (up from 1.0% in 3Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 31Osaka Steel Co., Ltd. (TSE:5449) announces an Equity Buyback for 9,000,100 shares, representing 23.12% for ¥22,050.25 million.Osaka Steel Co., Ltd. (TSE:5449) announces a share repurchase program. Under the program, the company will repurchase up to 9,000,000 shares, representing 23.12% of its issued share capital, for ¥ 22,050.25 million. The offer price is scheduled to be officially decided by a resolution of the Board of Directors at a meeting held on February 14, 2025. The shares will be repurchased from Nippon Steel Corporation. The purpose of the program is implementation of flexible capital policies in response to the business environment and to return profits to shareholders. The program is valid till April 30, 2025. As of December 31, 2024, the company had 38,919,283 outstanding shares (excluding treasury stock) and 3,360,699 treasury shares.
お知らせ • Dec 21Osaka Steel Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Osaka Steel Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
分析記事 • Nov 06Osaka Steel's (TSE:5449) Soft Earnings Don't Show The Whole PictureOsaka Steel Co., Ltd.'s ( TSE:5449 ) earnings announcement last week didn't impress shareholders. Despite the soft...
分析記事 • Nov 01Osaka Steel (TSE:5449) May Have Issues Allocating Its CapitalWhen we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
Reported Earnings • Nov 01Second quarter 2025 earnings released: JP¥29.78 loss per share (vs JP¥6.78 profit in 2Q 2024)Second quarter 2025 results: JP¥29.78 loss per share (down from JP¥6.78 profit in 2Q 2024). Revenue: JP¥28.3b (up 6.2% from 2Q 2024). Net loss: JP¥1.16b (down JP¥1.42b from profit in 2Q 2024). 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 40% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Sep 25Is Osaka Steel (TSE:5449) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (4.3%).
お知らせ • Sep 11Osaka Steel Co., Ltd. to Report Q2, 2025 Results on Oct 30, 2024Osaka Steel Co., Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024
分析記事 • Aug 25Why Investors Shouldn't Be Surprised By Osaka Steel Co., Ltd.'s (TSE:5449) 29% Share Price SurgeOsaka Steel Co., Ltd. ( TSE:5449 ) shares have had a really impressive month, gaining 29% after a shaky period...
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥59.53 (vs JP¥51.75 in 1Q 2024)First quarter 2025 results: EPS: JP¥59.53 (up from JP¥51.75 in 1Q 2024). Revenue: JP¥31.6b (up 2.4% from 1Q 2024). Net income: JP¥2.32b (up 15% from 1Q 2024). Profit margin: 7.3% (up from 6.5% in 1Q 2024). The increase in margin was driven by higher revenue. 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 30% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jul 15Osaka Steel (TSE:5449) Has More To Do To Multiply In Value Going ForwardWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
お知らせ • Jun 15Osaka Steel Co., Ltd. to Report Q1, 2025 Results on Jul 30, 2024Osaka Steel Co., Ltd. announced that they will report Q1, 2025 results on Jul 30, 2024
New Risk • May 29New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 6.3% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (5.7% average weekly change).
分析記事 • May 21Osaka Steel Co., Ltd.'s (TSE:5449) 25% Jump Shows Its Popularity With InvestorsOsaka Steel Co., Ltd. ( TSE:5449 ) shares have had a really impressive month, gaining 25% after a shaky period...
分析記事 • May 03Why Osaka Steel's (TSE:5449) Earnings Are Better Than They SeemThe market seemed underwhelmed by last week's earnings announcement from Osaka Steel Co., Ltd. ( TSE:5449 ) despite the...
Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥80.19 (vs JP¥74.59 in FY 2023)Full year 2024 results: EPS: JP¥80.19 (up from JP¥74.59 in FY 2023). Revenue: JP¥117.3b (flat on FY 2023). Net income: JP¥3.12b (up 7.5% from FY 2023). Profit margin: 2.7% (up from 2.5% in FY 2023). Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 29Osaka Steel Co., Ltd., Annual General Meeting, Jun 24, 2024Osaka Steel Co., Ltd., Annual General Meeting, Jun 24, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 05 June 2024. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (3.5%).
お知らせ • Mar 02Osaka Steel Co., Ltd. to Report Fiscal Year 2024 Results on Apr 26, 2024Osaka Steel Co., Ltd. announced that they will report fiscal year 2024 results on Apr 26, 2024
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥7.14 (vs JP¥6.19 in 3Q 2023)Third quarter 2024 results: EPS: JP¥7.14 (up from JP¥6.19 in 3Q 2023). Revenue: JP¥29.1b (down 5.0% from 3Q 2023). Net income: JP¥278.0m (up 15% from 3Q 2023). Profit margin: 1.0% (up from 0.8% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 28Osaka Steel Co., Ltd. to Report Q3, 2024 Results on Jan 30, 2024Osaka Steel Co., Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024
Valuation Update With 7 Day Price Move • Dec 28Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,407, the stock trades at a trailing P/E ratio of 31.5x. Average trailing P/E is 9x in the Metals and Mining industry in Japan. Total returns to shareholders of 105% over the past three years.
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥6.78 (vs JP¥35.92 in 2Q 2023)Second quarter 2024 results: EPS: JP¥6.78 (down from JP¥35.92 in 2Q 2023). Revenue: JP¥26.7b (down 1.9% from 2Q 2023). Net income: JP¥264.0m (down 81% from 2Q 2023). Profit margin: 1.0% (down from 5.1% in 2Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥10.00 per share at 1.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (3.2%).
お知らせ • Aug 30Osaka Steel Co., Ltd. to Report Q2, 2024 Results on Oct 30, 2023Osaka Steel Co., Ltd. announced that they will report Q2, 2024 results on Oct 30, 2023
Reported Earnings • Jul 28First quarter 2024 earnings released: EPS: JP¥51.75 (vs JP¥20.81 in 1Q 2023)First quarter 2024 results: EPS: JP¥51.75 (up from JP¥20.81 in 1Q 2023). Revenue: JP¥30.9b (up 10% from 1Q 2023). Net income: JP¥2.01b (up 149% from 1Q 2023). Profit margin: 6.5% (up from 2.9% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 03Osaka Steel Co., Ltd. to Report Q1, 2024 Results on Jul 27, 2023Osaka Steel Co., Ltd. announced that they will report Q1, 2024 results on Jul 27, 2023
Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥74.59 (vs JP¥65.96 in FY 2022)Full year 2023 results: EPS: JP¥74.59 (up from JP¥65.96 in FY 2022). Revenue: JP¥117.1b (up 12% from FY 2022). Net income: JP¥2.90b (up 13% from FY 2022). Profit margin: 2.5% (in line with FY 2022). Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 5% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥12.50 per share at 1.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (4.6%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥6.19 (vs JP¥17.96 in 3Q 2022)Third quarter 2023 results: EPS: JP¥6.19 (down from JP¥17.96 in 3Q 2022). Revenue: JP¥30.6b (up 9.4% from 3Q 2022). Net income: JP¥241.0m (down 66% from 3Q 2022). Profit margin: 0.8% (down from 2.5% in 3Q 2022). Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • Nov 30Osaka Steel Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Osaka Steel Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Board Change • Nov 16Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 8 new directors. 3 experienced directors. 1 highly experienced director. 3 independent directors (5 non-independent directors). Outside Audit & Supervisory Board Member Shuichi Takami is the most experienced director on the board, commencing their role in 2014. Independent Outside Director Mitsuhiro Sato was the last independent 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: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
Reported Earnings • Oct 28Second quarter 2023 earnings released: EPS: JP¥35.92 (vs JP¥16.88 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.92 (up from JP¥16.88 in 2Q 2022). Revenue: JP¥27.2b (up 9.1% from 2Q 2022). Net income: JP¥1.40b (up 113% from 2Q 2022). Profit margin: 5.1% (up from 2.6% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 07 December 2022. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (5.4%).
お知らせ • Aug 28Osaka Steel Co., Ltd. to Report Q2, 2023 Results on Oct 27, 2022Osaka Steel Co., Ltd. announced that they will report Q2, 2023 results on Oct 27, 2022
Reported Earnings • Jul 30First quarter 2023 earnings released: EPS: JP¥20.81 (vs JP¥27.80 in 1Q 2022)First quarter 2023 results: EPS: JP¥20.81 (down from JP¥27.80 in 1Q 2022). Revenue: JP¥28.0b (up 26% from 1Q 2022). Net income: JP¥810.0m (down 25% from 1Q 2022). Profit margin: 2.9% (down from 4.8% in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 01Osaka Steel Co., Ltd. to Report Q1, 2023 Results on Jul 28, 2022Osaka Steel Co., Ltd. announced that they will report Q1, 2023 results on Jul 28, 2022
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥65.96 (vs JP¥23.05 in FY 2021)Full year 2022 results: EPS: JP¥65.96 (up from JP¥23.05 in FY 2021). Revenue: JP¥104.5b (up 36% from FY 2021). Net income: JP¥2.57b (up 186% from FY 2021). Profit margin: 2.5% (up from 1.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Outside Audit & Supervisory Board Member Shuichi Takami is the most experienced director on the board, commencing their role in 2014. Independent Outside Director Mitsuhiro Sato was the last independent 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: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 08Osaka Steel Co., Ltd. to Report Fiscal Year 2022 Results on Apr 27, 2022Osaka Steel Co., Ltd. announced that they will report fiscal year 2022 results on Apr 27, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥13.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (4.7%).
Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥17.96 (up from JP¥0.051 in 3Q 2021). Revenue: JP¥28.0b (up 45% from 3Q 2021). Net income: JP¥699.0m (up JP¥697.0m from 3Q 2021). Profit margin: 2.5% (up from 0% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Reported Earnings • Oct 29Second quarter 2022 earnings released: EPS JP¥16.88 (vs JP¥21.56 in 2Q 2021)The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥24.9b (up 51% from 2Q 2021). Net income: JP¥657.0m (down 22% from 2Q 2021). Profit margin: 2.6% (down from 5.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 31First quarter 2022 earnings released: EPS JP¥27.80 (vs JP¥11.25 loss in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥22.3b (up 11% from 1Q 2021). Net income: JP¥1.08b (up JP¥1.52b from 1Q 2021). Profit margin: 4.8% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 30Full year 2021 earnings released: EPS JP¥23.05 (vs JP¥109 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥76.6b (down 16% from FY 2020). Net income: JP¥897.0m (down 79% from FY 2020). Profit margin: 1.2% (down from 4.6% 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 31% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Inaugural dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 04 June 2021. The company last paid an ordinary dividend in June 2020. The average dividend yield among industry peers is 1.5%.
お知らせ • Mar 04Osaka Steel Co., Ltd. to Report Fiscal Year 2021 Results on Apr 28, 2021Osaka Steel Co., Ltd. announced that they will report fiscal year 2021 results on Apr 28, 2021
Is New 90 Day High Low • Dec 02New 90-day high: JP¥1,220The company is up 16% from its price of JP¥1,050 on 03 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 10.0% over the same period.
お知らせ • Nov 29Osaka Steel Co., Ltd. to Report Q3, 2021 Results on Jan 28, 2021Osaka Steel Co., Ltd. announced that they will report Q3, 2021 results on Jan 28, 2021
お知らせ • Sep 03Osaka Steel Co., Ltd. to Report Q2, 2021 Results on Oct 29, 2020Osaka Steel Co., Ltd. announced that they will report Q2, 2021 results on Oct 29, 2020