View ValuationAichi Steel 将来の成長Future 基準チェック /16Aichi Steelは、4%と2.7%でそれぞれ年率4%で利益と収益が成長すると予測される一方、EPSはgrowで4.7%年率。主要情報4.0%収益成長率4.71%EPS成長率Metals and Mining 収益成長10.8%収益成長率2.7%将来の株主資本利益率n/aアナリストカバレッジLow最終更新日24 Jun 2026今後の成長に関する最新情報お知らせ • Feb 02Aichi Steel Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024Aichi Steel Corporation provided earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects to report revenue of JPY 300,000 million, operating profit of JPY 8,700 million, profit attributable to owners of the parent of JPY 5,200 million, and basic earnings per share of JPY 263.50.お知らせ • Feb 03Aichi Steel Corporation Announces Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Aichi Steel Corporation announced consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company expects to report revenue of JPY 284,000 million.Price Target Changed • Dec 01Price target lowered to JP¥2,600Down from JP¥3,200, the current price target is provided by 1 analyst. The new target price is close to the current share price of JP¥2,601. As of last close, the stock is down 28% over the past year.すべての更新を表示Recent updatesお知らせ • Jun 03Aichi Steel Corporation to Report Q1, 2027 Results on Jul 31, 2026Aichi Steel Corporation announced that they will report Q1, 2027 results on Jul 31, 2026お知らせ • Apr 29Aichi Steel Corporation, Annual General Meeting, Jun 16, 2026Aichi Steel Corporation, Annual General Meeting, Jun 16, 2026.New Risk • Apr 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.2% average weekly change).お知らせ • Apr 21Aichi Steel Corporation to Report Fiscal Year 2026 Results on Apr 28, 2026Aichi Steel Corporation announced that they will report fiscal year 2026 results on Apr 28, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥69.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 04 June 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.5%).分析記事 • Feb 10Shareholders Will Be Pleased With The Quality of Aichi Steel's (TSE:5482) EarningsWhen companies post strong earnings, the stock generally performs well, just like Aichi Steel Corporation's ( TSE:5482...Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥62.95 (vs JP¥50.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥62.95 (up from JP¥50.31 in 3Q 2025). Revenue: JP¥76.9b (flat on 3Q 2025). Net income: JP¥4.05b (up 1.9% from 3Q 2025). Profit margin: 5.3% (up from 5.2% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • Jan 28Returns On Capital Are Showing Encouraging Signs At Aichi Steel (TSE:5482)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...分析記事 • Jan 10Aichi Steel (TSE:5482) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Nov 29Aichi Steel Corporation to Report Q3, 2026 Results on Feb 03, 2026Aichi Steel Corporation announced that they will report Q3, 2026 results on Feb 03, 2026Declared Dividend • Nov 27First half dividend of JP¥69.00 announcedShareholders will receive a dividend of JP¥69.00. Ex-date: 30th March 2026 Payment date: 4th June 2026 Dividend yield will be 4.8%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 9.5% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 39% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥31.39 (vs JP¥7.10 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.39 (up from JP¥7.10 in 2Q 2025). Revenue: JP¥74.7b (up 2.3% from 2Q 2025). Net income: JP¥2.04b (up 263% from 2Q 2025). Profit margin: 2.7% (up from 0.8% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥67.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 26 November 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).お知らせ • Sep 03Aichi Steel Corporation to Report Q2, 2026 Results on Oct 31, 2025Aichi Steel Corporation announced that they will report Q2, 2026 results on Oct 31, 2025分析記事 • Aug 20Aichi Steel Corporation (TSE:5482) Stock Rockets 25% As Investors Are Less Pessimistic Than ExpectedTSE:5482 1 Year Share Price vs Fair Value Explore Aichi Steel's Fair Values from the Community and select yours Despite...Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥203 (vs JP¥14.21 in 1Q 2025)First quarter 2026 results: EPS: JP¥203 (up from JP¥14.21 in 1Q 2025). Revenue: JP¥75.1b (up 4.4% from 1Q 2025). Net income: JP¥3.57b (up 218% from 1Q 2025). Profit margin: 4.8% (up from 1.6% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 63% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 21Final dividend of JP¥57.75 announcedShareholders will receive a dividend of JP¥57.75. Ex-date: 29th September 2025 Payment date: 26th November 2025 Dividend yield will be 3.9%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but not covered by cash flows (134% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.分析記事 • Jun 10Does Aichi Steel (TSE:5482) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...お知らせ • Jun 03Aichi Steel Corporation to Report Q1, 2026 Results on Jul 31, 2025Aichi Steel Corporation announced that they will report Q1, 2026 results on Jul 31, 2025分析記事 • May 20Is Now The Time To Put Aichi Steel (TSE:5482) On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...お知らせ • May 17Aichi Steel Corporation (TSE:5482) announces an Equity Buyback for 3,100,000 shares, representing 16.23% for ¥26,257 million.Aichi Steel Corporation (TSE:5482) announces a share repurchase program. Under the program, the company will repurchase up to 3,100,000 shares, representing 16.23% of its issued share capital, for ¥26,257 million. The shares will be repurchased at a purchase price of ¥8,470 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency. As of April 30, 2025, the company has 19,101,123 issued shares (excluding treasury stock) and 8,064 shares in treasury.分析記事 • Apr 29Aichi Steel Corporation (TSE:5482) Looks Just Right With A 29% Price JumpDespite an already strong run, Aichi Steel Corporation ( TSE:5482 ) shares have been powering on, with a gain of 29% in...Reported Earnings • Apr 26Full year 2025 earnings released: EPS: JP¥398 (vs JP¥334 in FY 2024)Full year 2025 results: EPS: JP¥398 (up from JP¥334 in FY 2024). Revenue: JP¥299.3b (flat on FY 2024). Net income: JP¥7.82b (up 19% from FY 2024). Profit margin: 2.6% (up from 2.2% in FY 2024). Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 25+ 1 more updateAichi Steel Corporation, Annual General Meeting, Jun 18, 2025Aichi Steel Corporation, Annual General Meeting, Jun 18, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 42% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.1%).分析記事 • Mar 14Aichi Steel (TSE:5482) Is Due To Pay A Dividend Of ¥70.00The board of Aichi Steel Corporation ( TSE:5482 ) has announced that it will pay a dividend of ¥70.00 per share on the...お知らせ • Mar 07Aichi Steel Corporation to Report Fiscal Year 2025 Results on Apr 25, 2025Aichi Steel Corporation announced that they will report fiscal year 2025 results on Apr 25, 2025分析記事 • Feb 28Aichi Steel (TSE:5482) Will Pay A Dividend Of ¥70.00The board of Aichi Steel Corporation ( TSE:5482 ) has announced that it will pay a dividend on the 30th of May, with...お知らせ • Feb 28Aichi Steel Corporation (TSE:5482) announces an Equity Buyback for 650,000 shares, representing 3.29% for ¥4,394 million.Aichi Steel Corporation (TSE:5482) announces a share repurchase program. Under the program, the company will repurchase up to 650,000 shares, representing 3.29% of its issued share capital, for ¥4,394 million. The shares will be repurchased at a purchase price of ¥6,760 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency. As of January 31, 2025, the company has 19,751,288 issued shares (excluding treasury stock) and 135,387 shares in treasury.New Risk • Feb 27New 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 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.2% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change).分析記事 • Feb 27These 4 Measures Indicate That Aichi Steel (TSE:5482) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥201 (vs JP¥145 in 3Q 2024)Third quarter 2025 results: EPS: JP¥201 (up from JP¥145 in 3Q 2024). Revenue: JP¥76.9b (down 1.0% from 3Q 2024). Net income: JP¥3.98b (up 39% from 3Q 2024). Profit margin: 5.2% (up from 3.7% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.分析記事 • Jan 30Aichi Steel Corporation's (TSE:5482) Shares Climb 28% But Its Business Is Yet to Catch UpAichi Steel Corporation ( TSE:5482 ) shares have continued their recent momentum with a 28% gain in the last month...Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥6,270, the stock trades at a trailing P/E ratio of 24.7x. Average trailing P/E is 9x in the Metals and Mining industry in Japan. Total returns to shareholders of 160% over the past three years.分析記事 • Dec 11Aichi Steel (TSE:5482) Has Announced A Dividend Of ¥70.00Aichi Steel Corporation ( TSE:5482 ) has announced that it will pay a dividend of ¥70.00 per share on the 30th of May...お知らせ • Dec 03Aichi Steel Corporation to Report Q3, 2025 Results on Jan 31, 2025Aichi Steel Corporation announced that they will report Q3, 2025 results on Jan 31, 2025分析記事 • Nov 27Aichi Steel (TSE:5482) Will Pay A Dividend Of ¥70.00Aichi Steel Corporation ( TSE:5482 ) will pay a dividend of ¥70.00 on the 30th of May. This takes the annual payment to...Declared Dividend • Nov 27First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 28th March 2025 Payment date: 30th May 2025 Dividend yield will be 3.1%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but not covered by cash flows (100% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 74% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.8% EPS decline seen over the last 5 years.Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥28.41 (vs JP¥49.50 in 2Q 2024)Second quarter 2025 results: EPS: JP¥28.41 (down from JP¥49.50 in 2Q 2024). Revenue: JP¥73.0b (down 3.3% from 2Q 2024). Net income: JP¥561.0m (down 43% from 2Q 2024). Profit margin: 0.8% (down from 1.3% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.分析記事 • Sep 25What Aichi Steel Corporation's (TSE:5482) 26% Share Price Gain Is Not Telling YouAichi Steel Corporation ( TSE:5482 ) shares have had a really impressive month, gaining 26% after a shaky period...Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (4.3%).分析記事 • Sep 18Is Aichi Steel (TSE:5482) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...お知らせ • Aug 27Aichi Steel Corporation to Report Q2, 2025 Results on Oct 31, 2024Aichi Steel Corporation announced that they will report Q2, 2025 results on Oct 31, 2024Buy Or Sell Opportunity • Aug 05Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to JP¥2,707. The fair value is estimated to be JP¥3,664, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 22%.Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥56.83 (vs JP¥115 in 1Q 2024)First quarter 2025 results: EPS: JP¥56.83 (down from JP¥115 in 1Q 2024). Revenue: JP¥71.9b (down 2.5% from 1Q 2024). Net income: JP¥1.12b (down 51% from 1Q 2024). Profit margin: 1.6% (down from 3.1% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 2.7%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.分析記事 • Jul 04The Strong Earnings Posted By Aichi Steel (TSE:5482) Are A Good Indication Of The Strength Of The BusinessEven though Aichi Steel Corporation's ( TSE:5482 ) recent earnings release was robust, the market didn't seem to...お知らせ • Jun 13Aichi Steel Corporation to Report Q1, 2025 Results on Jul 31, 2024Aichi Steel Corporation announced that they will report Q1, 2025 results on Jul 31, 2024Reported Earnings • Apr 28Full year 2024 earnings released: EPS: JP¥334 (vs JP¥81.64 in FY 2023)Full year 2024 results: EPS: JP¥334 (up from JP¥81.64 in FY 2023). Revenue: JP¥296.5b (up 4.0% from FY 2023). Net income: JP¥6.59b (up 310% from FY 2023). Profit margin: 2.2% (up from 0.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Apr 28+ 2 more updatesAichi Steel Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Commences Dividend Payments on May 30, 2024Aichi Steel Corporation announced dividend of JPY 60.00 per share for the fiscal year ended March 31, 2024. Scheduled date of commencing dividend payments on May 30, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 7.9% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (3.5%).分析記事 • Mar 03Aichi Steel (TSE:5482) Will Pay A Dividend Of ¥40.00Aichi Steel Corporation ( TSE:5482 ) will pay a dividend of ¥40.00 on the 3rd of June. Even though the dividend went...お知らせ • Mar 02Aichi Steel Corporation to Report Q4, 2024 Results on Apr 26, 2024Aichi Steel Corporation announced that they will report Q4, 2024 results on Apr 26, 2024Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥145 (vs JP¥0.46 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥145 (up from JP¥0.46 loss in 3Q 2023). Revenue: JP¥77.7b (up 11% from 3Q 2023). Net income: JP¥2.86b (up JP¥2.87b from 3Q 2023). Profit margin: 3.7% (up from 0% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.お知らせ • Feb 02Aichi Steel Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024Aichi Steel Corporation provided earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects to report revenue of JPY 300,000 million, operating profit of JPY 8,700 million, profit attributable to owners of the parent of JPY 5,200 million, and basic earnings per share of JPY 263.50.お知らせ • Nov 27Aichi Steel Corporation to Report Q3, 2024 Results on Feb 02, 2024Aichi Steel Corporation announced that they will report Q3, 2024 results on Feb 02, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥49.49 (vs JP¥39.09 in 2Q 2023)Second quarter 2024 results: EPS: JP¥49.49 (up from JP¥39.09 in 2Q 2023). Revenue: JP¥75.5b (up 3.5% from 2Q 2023). Net income: JP¥977.0m (up 27% from 2Q 2023). Profit margin: 1.3% (up from 1.1% in 2Q 2023). The increase in margin was driven by higher 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 10% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 28 November 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (3.2%).お知らせ • Aug 27Aichi Steel Corporation to Report Q2, 2024 Results on Oct 31, 2023Aichi Steel Corporation announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥115 (vs JP¥27.75 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥115 (up from JP¥27.75 loss in 1Q 2023). Revenue: JP¥73.8b (up 10% from 1Q 2023). Net income: JP¥2.28b (up JP¥2.82b from 1Q 2023). Profit margin: 3.1% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥81.64 (vs JP¥55.26 in FY 2022)Full year 2023 results: EPS: JP¥81.64 (up from JP¥55.26 in FY 2022). Revenue: JP¥285.1b (up 9.6% from FY 2022). Net income: JP¥1.61b (up 48% from FY 2022). Profit margin: 0.6% (up from 0.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.お知らせ • Jun 03Aichi Steel Corporation to Report Q1, 2024 Results on Jul 28, 2023Aichi Steel Corporation announced that they will report Q1, 2024 results on Jul 28, 2023Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥81.63 (vs JP¥55.26 in FY 2022)Full year 2023 results: EPS: JP¥81.63 (up from JP¥55.26 in FY 2022). Revenue: JP¥285.1b (up 9.6% from FY 2022). Net income: JP¥1.61b (up 48% from FY 2022). Profit margin: 0.6% (up from 0.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.Reported Earnings • Feb 04Third quarter 2023 earnings released: JP¥0.51 loss per share (vs JP¥2.99 loss in 3Q 2022)Third quarter 2023 results: JP¥0.51 loss per share (improved from JP¥2.99 loss in 3Q 2022). Revenue: JP¥69.9b (up 3.4% from 3Q 2022). Net loss: JP¥10.0m (loss narrowed 83% from 3Q 2022). Profit margin: 0% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.お知らせ • Feb 03Aichi Steel Corporation Announces Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Aichi Steel Corporation announced consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company expects to report revenue of JPY 284,000 million.お知らせ • Dec 01Aichi Steel Corporation to Report Q3, 2023 Results on Feb 03, 2023Aichi Steel Corporation announced that they will report Q3, 2023 results on Feb 03, 2023Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥5.65 (vs JP¥0.76 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.65 (up from JP¥0.76 in 2Q 2022). Revenue: JP¥69.9b (up 14% from 2Q 2022). Net income: JP¥111.5m (up JP¥96.5m from 2Q 2022). Profit margin: 0.2% (up from 0% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.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. 4 non-independent directors. Managing Executive Officer, GM of R&D Headquarters and Director Ichie Nomura was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥39.04 (vs JP¥0.76 in 2Q 2022)Second quarter 2023 results: EPS: JP¥39.04 (up from JP¥0.76 in 2Q 2022). Revenue: JP¥73.0b (up 19% from 2Q 2022). Net income: JP¥770.0m (up JP¥755.0m from 2Q 2022). Profit margin: 1.1% (up from 0% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Reported Earnings • Jul 31First quarter 2023 earnings released: JP¥27.75 loss per share (vs JP¥60.66 profit in 1Q 2022)First quarter 2023 results: JP¥27.75 loss per share (down from JP¥60.66 profit in 1Q 2022). Revenue: JP¥66.9b (up 8.6% from 1Q 2022). Net loss: JP¥547.0m (down 146% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥47.34 (vs JP¥155 in FY 2021)Full year 2022 results: EPS: JP¥47.34 (down from JP¥155 in FY 2021). Revenue: JP¥260.1b (up 27% from FY 2021). Net income: JP¥933.0m (down 69% from FY 2021). Profit margin: 0.4% (down from 1.5% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Board Change • Apr 27No independent directorsThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 6 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (6 non-independent directors). President & Representative Director Takahiro Fujioka is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (4.7%).Reported Earnings • Feb 03Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: JP¥2.99 loss per share (down from JP¥134 profit in 3Q 2021). Revenue: JP¥67.6b (up 14% from 3Q 2021). Net loss: JP¥59.0m (down 102% from profit in 3Q 2021). Revenue exceeded analyst estimates by 7.8%. Earnings per share (EPS) missed analyst estimates by 481%. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • Jun 29Full year 2021 earnings released: EPS JP¥155 (vs JP¥434 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥204.9b (down 15% from FY 2020). Net income: JP¥3.05b (down 64% from FY 2020). Profit margin: 1.5% (down from 3.5% 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 24% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Reported Earnings • May 01Full year 2021 earnings released: EPS JP¥155 (vs JP¥434 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥204.9b (down 15% from FY 2020). Net income: JP¥3.05b (down 64% from FY 2020). Profit margin: 1.5% (down from 3.5% 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 24% 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 • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 19 June 2021. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.5%).お知らせ • Mar 05Aichi Steel Corporation to Report Fiscal Year 2021 Results on Apr 28, 2021Aichi Steel Corporation announced that they will report fiscal year 2021 results on Apr 28, 2021Reported Earnings • Feb 04Third quarter 2021 earnings released: EPS JP¥134 (vs JP¥149 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥59.3b (down 1.9% from 3Q 2020). Net income: JP¥2.63b (down 10% from 3Q 2020). Profit margin: 4.4% (down from 4.8% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 04Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Over the next year, revenue is forecast to grow 15%, compared to a 5.1% growth forecast for the Metals and Mining industry in Japan.Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥3,295, the stock is trading at a trailing P/E ratio of 23x, up from the previous P/E ratio of 19.2x. This compares to an average P/E of 12x in the Metals and Mining industry in Japan. Total return to shareholders over the past three years is a loss of 21%.Is New 90 Day High Low • Jan 08New 90-day high: JP¥3,295The company is up 25% from its price of JP¥2,630 on 09 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 24% over the same period.お知らせ • Dec 05Aichi Steel Corporation to Report Q3, 2021 Results on Feb 02, 2021Aichi Steel Corporation announced that they will report Q3, 2021 results on Feb 02, 2021Is New 90 Day High Low • Dec 04New 90-day high: JP¥2,827The company is up 11% from its price of JP¥2,549 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Metals and Mining industry, which is also up 11% over the same period.Price Target Changed • Dec 01Price target lowered to JP¥2,600Down from JP¥3,200, the current price target is provided by 1 analyst. The new target price is close to the current share price of JP¥2,601. As of last close, the stock is down 28% over the past year.お知らせ • Sep 12Aichi Steel Corporation to Report Q2, 2021 Results on Oct 29, 2020Aichi Steel Corporation announced that they will report Q2, 2021 results on Oct 29, 2020お知らせ • Jun 20Aichi Steel Corporation to Report Q1, 2021 Results on Jul 31, 2020Aichi Steel Corporation announced that they will report Q1, 2021 results on Jul 31, 2020業績と収益の成長予測TSE:5482 - 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3/31/2029330,00012,600N/A25,60013/31/2028323,00011,900N/A27,10013/31/2027313,00011,300N/A27,31013/31/2026304,34111,24848,00765,028N/A12/31/2025304,10911,81953,23670,974N/A9/30/2025304,13211,74226,67444,661N/A6/30/2025302,44010,26621,96343,209N/A3/31/2025299,2877,8203,13125,354N/A12/31/2024291,4206,138-4,73119,347N/A9/30/2024292,1655,0222,75626,614N/A6/30/2024294,6365,4385,63024,907N/A3/31/2024296,5166,59314,77833,817N/A12/31/2023302,4237,51014,25731,555N/A9/30/2023294,6464,6419,30925,924N/A6/30/2023292,0974,4346,57524,933N/A3/31/2023285,1411,610-2,79313,028N/A12/31/2022279,238151N/AN/AN/A9/30/2022276,921102-12,7423,174N/A6/30/2022265,408-653N/AN/AN/A3/31/2022260,1171,089-10,6175,210N/A12/31/2021251,3473,343N/AN/AN/A9/30/2021243,0836,033-2,09313,085N/A6/30/2021230,2606,207N/AN/AN/A3/31/2021204,9083,04939214,793N/A12/31/2020201,1232,532N/AN/AN/A9/30/2020202,2932,8265,78623,590N/A6/30/2020214,6114,811N/AN/AN/A3/31/2020242,2628,54312,72836,308N/A12/31/2019253,2328,123N/AN/AN/A9/30/2019258,3936,741N/A28,568N/A6/30/2019259,4676,566N/AN/AN/A3/31/2019257,3156,503N/A13,580N/A12/31/2018251,6486,116N/AN/AN/A9/30/2018246,1366,715N/A15,040N/A6/30/2018241,5496,769N/AN/AN/A3/31/2018236,2378,182N/A13,164N/A12/31/2017230,0378,996N/AN/AN/A9/30/2017223,6356,543N/A11,308N/A6/30/2017217,2766,313N/AN/AN/A3/31/2017212,8375,084N/A13,350N/A12/31/2016203,516-2,886N/AN/AN/A9/30/2016204,939-89N/A18,186N/A6/30/2016208,044-302N/AN/AN/A3/31/2016214,12020N/A25,193N/A12/31/2015228,3817,515N/AN/AN/A9/30/2015233,7887,450N/A23,328N/A6/30/2015239,0717,267N/AN/AN/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: 5482の予測収益成長率 (年間4% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 5482の収益 ( 4% ) JP市場 ( 9.8% ) よりも低い成長が予測されています。高成長収益: 5482の収益は増加すると予測されていますが、大幅には増加しません。収益対市場: 5482の収益 ( 2.7% ) JP市場 ( 6.6% ) よりも低い成長が予測されています。高い収益成長: 5482の収益 ( 2.7% ) 20%よりも低い成長が予測されています。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: 5482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2026/06/26 07:36終値2026/06/26 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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Aichi Steel Corporation 1 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。6 アナリスト機関Yoko MizoguchiIchiyoshi Research Institute Inc.Yuji MatsumotoNomura Securities Co. Ltd.Taku OuchiSMBC NIKKO3 その他のアナリストを表示
お知らせ • Feb 02Aichi Steel Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024Aichi Steel Corporation provided earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects to report revenue of JPY 300,000 million, operating profit of JPY 8,700 million, profit attributable to owners of the parent of JPY 5,200 million, and basic earnings per share of JPY 263.50.
お知らせ • Feb 03Aichi Steel Corporation Announces Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Aichi Steel Corporation announced consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company expects to report revenue of JPY 284,000 million.
Price Target Changed • Dec 01Price target lowered to JP¥2,600Down from JP¥3,200, the current price target is provided by 1 analyst. The new target price is close to the current share price of JP¥2,601. As of last close, the stock is down 28% over the past year.
お知らせ • Jun 03Aichi Steel Corporation to Report Q1, 2027 Results on Jul 31, 2026Aichi Steel Corporation announced that they will report Q1, 2027 results on Jul 31, 2026
お知らせ • Apr 29Aichi Steel Corporation, Annual General Meeting, Jun 16, 2026Aichi Steel Corporation, Annual General Meeting, Jun 16, 2026.
New Risk • Apr 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.2% average weekly change).
お知らせ • Apr 21Aichi Steel Corporation to Report Fiscal Year 2026 Results on Apr 28, 2026Aichi Steel Corporation announced that they will report fiscal year 2026 results on Apr 28, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥69.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 04 June 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.5%).
分析記事 • Feb 10Shareholders Will Be Pleased With The Quality of Aichi Steel's (TSE:5482) EarningsWhen companies post strong earnings, the stock generally performs well, just like Aichi Steel Corporation's ( TSE:5482...
Reported Earnings • Feb 05Third quarter 2026 earnings released: EPS: JP¥62.95 (vs JP¥50.31 in 3Q 2025)Third quarter 2026 results: EPS: JP¥62.95 (up from JP¥50.31 in 3Q 2025). Revenue: JP¥76.9b (flat on 3Q 2025). Net income: JP¥4.05b (up 1.9% from 3Q 2025). Profit margin: 5.3% (up from 5.2% in 3Q 2025). Over the last 3 years on average, earnings per share has increased by 55% per year but the company’s share price has increased by 80% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • Jan 28Returns On Capital Are Showing Encouraging Signs At Aichi Steel (TSE:5482)Did you know there are some financial metrics that can provide clues of a potential multi-bagger? Firstly, we'd want to...
分析記事 • Jan 10Aichi Steel (TSE:5482) Seems To Use Debt Quite SensiblyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Nov 29Aichi Steel Corporation to Report Q3, 2026 Results on Feb 03, 2026Aichi Steel Corporation announced that they will report Q3, 2026 results on Feb 03, 2026
Declared Dividend • Nov 27First half dividend of JP¥69.00 announcedShareholders will receive a dividend of JP¥69.00. Ex-date: 30th March 2026 Payment date: 4th June 2026 Dividend yield will be 4.8%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (14% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 9.5% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 39% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥31.39 (vs JP¥7.10 in 2Q 2025)Second quarter 2026 results: EPS: JP¥31.39 (up from JP¥7.10 in 2Q 2025). Revenue: JP¥74.7b (up 2.3% from 2Q 2025). Net income: JP¥2.04b (up 263% from 2Q 2025). Profit margin: 2.7% (up from 0.8% in 2Q 2025). Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has increased by 67% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥67.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 26 November 2025. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.2%).
お知らせ • Sep 03Aichi Steel Corporation to Report Q2, 2026 Results on Oct 31, 2025Aichi Steel Corporation announced that they will report Q2, 2026 results on Oct 31, 2025
分析記事 • Aug 20Aichi Steel Corporation (TSE:5482) Stock Rockets 25% As Investors Are Less Pessimistic Than ExpectedTSE:5482 1 Year Share Price vs Fair Value Explore Aichi Steel's Fair Values from the Community and select yours Despite...
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥203 (vs JP¥14.21 in 1Q 2025)First quarter 2026 results: EPS: JP¥203 (up from JP¥14.21 in 1Q 2025). Revenue: JP¥75.1b (up 4.4% from 1Q 2025). Net income: JP¥3.57b (up 218% from 1Q 2025). Profit margin: 4.8% (up from 1.6% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 63% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 21Final dividend of JP¥57.75 announcedShareholders will receive a dividend of JP¥57.75. Ex-date: 29th September 2025 Payment date: 26th November 2025 Dividend yield will be 3.9%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (42% earnings payout ratio) but not covered by cash flows (134% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
分析記事 • Jun 10Does Aichi Steel (TSE:5482) Have A Healthy Balance Sheet?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
お知らせ • Jun 03Aichi Steel Corporation to Report Q1, 2026 Results on Jul 31, 2025Aichi Steel Corporation announced that they will report Q1, 2026 results on Jul 31, 2025
分析記事 • May 20Is Now The Time To Put Aichi Steel (TSE:5482) On Your Watchlist?The excitement of investing in a company that can reverse its fortunes is a big draw for some speculators, so even...
お知らせ • May 17Aichi Steel Corporation (TSE:5482) announces an Equity Buyback for 3,100,000 shares, representing 16.23% for ¥26,257 million.Aichi Steel Corporation (TSE:5482) announces a share repurchase program. Under the program, the company will repurchase up to 3,100,000 shares, representing 16.23% of its issued share capital, for ¥26,257 million. The shares will be repurchased at a purchase price of ¥8,470 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency. As of April 30, 2025, the company has 19,101,123 issued shares (excluding treasury stock) and 8,064 shares in treasury.
分析記事 • Apr 29Aichi Steel Corporation (TSE:5482) Looks Just Right With A 29% Price JumpDespite an already strong run, Aichi Steel Corporation ( TSE:5482 ) shares have been powering on, with a gain of 29% in...
Reported Earnings • Apr 26Full year 2025 earnings released: EPS: JP¥398 (vs JP¥334 in FY 2024)Full year 2025 results: EPS: JP¥398 (up from JP¥334 in FY 2024). Revenue: JP¥299.3b (flat on FY 2024). Net income: JP¥7.82b (up 19% from FY 2024). Profit margin: 2.6% (up from 2.2% in FY 2024). Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has only increased by 50% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 25+ 1 more updateAichi Steel Corporation, Annual General Meeting, Jun 18, 2025Aichi Steel Corporation, Annual General Meeting, Jun 18, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 May 2025. Payout ratio is a comfortable 42% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.1%).
分析記事 • Mar 14Aichi Steel (TSE:5482) Is Due To Pay A Dividend Of ¥70.00The board of Aichi Steel Corporation ( TSE:5482 ) has announced that it will pay a dividend of ¥70.00 per share on the...
お知らせ • Mar 07Aichi Steel Corporation to Report Fiscal Year 2025 Results on Apr 25, 2025Aichi Steel Corporation announced that they will report fiscal year 2025 results on Apr 25, 2025
分析記事 • Feb 28Aichi Steel (TSE:5482) Will Pay A Dividend Of ¥70.00The board of Aichi Steel Corporation ( TSE:5482 ) has announced that it will pay a dividend on the 30th of May, with...
お知らせ • Feb 28Aichi Steel Corporation (TSE:5482) announces an Equity Buyback for 650,000 shares, representing 3.29% for ¥4,394 million.Aichi Steel Corporation (TSE:5482) announces a share repurchase program. Under the program, the company will repurchase up to 650,000 shares, representing 3.29% of its issued share capital, for ¥4,394 million. The shares will be repurchased at a purchase price of ¥6,760 per share. The purpose of the program is to enhance shareholder returns and improve capital efficiency. As of January 31, 2025, the company has 19,751,288 issued shares (excluding treasury stock) and 135,387 shares in treasury.
New Risk • Feb 27New 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 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 1.2% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.5% average weekly change).
分析記事 • Feb 27These 4 Measures Indicate That Aichi Steel (TSE:5482) Is Using Debt ExtensivelyHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥201 (vs JP¥145 in 3Q 2024)Third quarter 2025 results: EPS: JP¥201 (up from JP¥145 in 3Q 2024). Revenue: JP¥76.9b (down 1.0% from 3Q 2024). Net income: JP¥3.98b (up 39% from 3Q 2024). Profit margin: 5.2% (up from 3.7% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 60% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
分析記事 • Jan 30Aichi Steel Corporation's (TSE:5482) Shares Climb 28% But Its Business Is Yet to Catch UpAichi Steel Corporation ( TSE:5482 ) shares have continued their recent momentum with a 28% gain in the last month...
Valuation Update With 7 Day Price Move • Jan 29Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥6,270, the stock trades at a trailing P/E ratio of 24.7x. Average trailing P/E is 9x in the Metals and Mining industry in Japan. Total returns to shareholders of 160% over the past three years.
分析記事 • Dec 11Aichi Steel (TSE:5482) Has Announced A Dividend Of ¥70.00Aichi Steel Corporation ( TSE:5482 ) has announced that it will pay a dividend of ¥70.00 per share on the 30th of May...
お知らせ • Dec 03Aichi Steel Corporation to Report Q3, 2025 Results on Jan 31, 2025Aichi Steel Corporation announced that they will report Q3, 2025 results on Jan 31, 2025
分析記事 • Nov 27Aichi Steel (TSE:5482) Will Pay A Dividend Of ¥70.00Aichi Steel Corporation ( TSE:5482 ) will pay a dividend of ¥70.00 on the 30th of May. This takes the annual payment to...
Declared Dividend • Nov 27First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 28th March 2025 Payment date: 30th May 2025 Dividend yield will be 3.1%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (24% earnings payout ratio) but not covered by cash flows (100% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 74% to shift the payout ratio to a potentially unsustainable range, which is more than the 5.8% EPS decline seen over the last 5 years.
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥28.41 (vs JP¥49.50 in 2Q 2024)Second quarter 2025 results: EPS: JP¥28.41 (down from JP¥49.50 in 2Q 2024). Revenue: JP¥73.0b (down 3.3% from 2Q 2024). Net income: JP¥561.0m (down 43% from 2Q 2024). Profit margin: 0.8% (down from 1.3% in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
分析記事 • Sep 25What Aichi Steel Corporation's (TSE:5482) 26% Share Price Gain Is Not Telling YouAichi Steel Corporation ( TSE:5482 ) shares have had a really impressive month, gaining 26% after a shaky period...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 27 November 2024. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (4.3%).
分析記事 • Sep 18Is Aichi Steel (TSE:5482) A Risky Investment?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' When we think about how risky a company...
お知らせ • Aug 27Aichi Steel Corporation to Report Q2, 2025 Results on Oct 31, 2024Aichi Steel Corporation announced that they will report Q2, 2025 results on Oct 31, 2024
Buy Or Sell Opportunity • Aug 05Now 26% undervalued after recent price dropOver the last 90 days, the stock has fallen 23% to JP¥2,707. The fair value is estimated to be JP¥3,664, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.2% over the last 3 years. Earnings per share has grown by 22%.
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥56.83 (vs JP¥115 in 1Q 2024)First quarter 2025 results: EPS: JP¥56.83 (down from JP¥115 in 1Q 2024). Revenue: JP¥71.9b (down 2.5% from 1Q 2024). Net income: JP¥1.12b (down 51% from 1Q 2024). Profit margin: 1.6% (down from 3.1% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 27th November 2024 Dividend yield will be 2.7%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (9% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. Earnings per share has remained steady over the last 5 years. Unless this trend deteriorates, it should provide adequate earnings cover for the dividend.
分析記事 • Jul 04The Strong Earnings Posted By Aichi Steel (TSE:5482) Are A Good Indication Of The Strength Of The BusinessEven though Aichi Steel Corporation's ( TSE:5482 ) recent earnings release was robust, the market didn't seem to...
お知らせ • Jun 13Aichi Steel Corporation to Report Q1, 2025 Results on Jul 31, 2024Aichi Steel Corporation announced that they will report Q1, 2025 results on Jul 31, 2024
Reported Earnings • Apr 28Full year 2024 earnings released: EPS: JP¥334 (vs JP¥81.64 in FY 2023)Full year 2024 results: EPS: JP¥334 (up from JP¥81.64 in FY 2023). Revenue: JP¥296.5b (up 4.0% from FY 2023). Net income: JP¥6.59b (up 310% from FY 2023). Profit margin: 2.2% (up from 0.6% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Apr 28+ 2 more updatesAichi Steel Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Commences Dividend Payments on May 30, 2024Aichi Steel Corporation announced dividend of JPY 60.00 per share for the fiscal year ended March 31, 2024. Scheduled date of commencing dividend payments on May 30, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 7.9% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (3.5%).
分析記事 • Mar 03Aichi Steel (TSE:5482) Will Pay A Dividend Of ¥40.00Aichi Steel Corporation ( TSE:5482 ) will pay a dividend of ¥40.00 on the 3rd of June. Even though the dividend went...
お知らせ • Mar 02Aichi Steel Corporation to Report Q4, 2024 Results on Apr 26, 2024Aichi Steel Corporation announced that they will report Q4, 2024 results on Apr 26, 2024
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥145 (vs JP¥0.46 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥145 (up from JP¥0.46 loss in 3Q 2023). Revenue: JP¥77.7b (up 11% from 3Q 2023). Net income: JP¥2.86b (up JP¥2.87b from 3Q 2023). Profit margin: 3.7% (up from 0% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 3% per year.
お知らせ • Feb 02Aichi Steel Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2024Aichi Steel Corporation provided earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects to report revenue of JPY 300,000 million, operating profit of JPY 8,700 million, profit attributable to owners of the parent of JPY 5,200 million, and basic earnings per share of JPY 263.50.
お知らせ • Nov 27Aichi Steel Corporation to Report Q3, 2024 Results on Feb 02, 2024Aichi Steel Corporation announced that they will report Q3, 2024 results on Feb 02, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥49.49 (vs JP¥39.09 in 2Q 2023)Second quarter 2024 results: EPS: JP¥49.49 (up from JP¥39.09 in 2Q 2023). Revenue: JP¥75.5b (up 3.5% from 2Q 2023). Net income: JP¥977.0m (up 27% from 2Q 2023). Profit margin: 1.3% (up from 1.1% in 2Q 2023). The increase in margin was driven by higher 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 10% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 28 November 2023. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (3.2%).
お知らせ • Aug 27Aichi Steel Corporation to Report Q2, 2024 Results on Oct 31, 2023Aichi Steel Corporation announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Jul 29First quarter 2024 earnings released: EPS: JP¥115 (vs JP¥27.75 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥115 (up from JP¥27.75 loss in 1Q 2023). Revenue: JP¥73.8b (up 10% from 1Q 2023). Net income: JP¥2.28b (up JP¥2.82b from 1Q 2023). Profit margin: 3.1% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥81.64 (vs JP¥55.26 in FY 2022)Full year 2023 results: EPS: JP¥81.64 (up from JP¥55.26 in FY 2022). Revenue: JP¥285.1b (up 9.6% from FY 2022). Net income: JP¥1.61b (up 48% from FY 2022). Profit margin: 0.6% (up from 0.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
お知らせ • Jun 03Aichi Steel Corporation to Report Q1, 2024 Results on Jul 28, 2023Aichi Steel Corporation announced that they will report Q1, 2024 results on Jul 28, 2023
Reported Earnings • Apr 29Full year 2023 earnings released: EPS: JP¥81.63 (vs JP¥55.26 in FY 2022)Full year 2023 results: EPS: JP¥81.63 (up from JP¥55.26 in FY 2022). Revenue: JP¥285.1b (up 9.6% from FY 2022). Net income: JP¥1.61b (up 48% from FY 2022). Profit margin: 0.6% (up from 0.4% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
Reported Earnings • Feb 04Third quarter 2023 earnings released: JP¥0.51 loss per share (vs JP¥2.99 loss in 3Q 2022)Third quarter 2023 results: JP¥0.51 loss per share (improved from JP¥2.99 loss in 3Q 2022). Revenue: JP¥69.9b (up 3.4% from 3Q 2022). Net loss: JP¥10.0m (loss narrowed 83% from 3Q 2022). Profit margin: 0% (up from net loss in 3Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 03Aichi Steel Corporation Announces Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Aichi Steel Corporation announced consolidated earnings guidance for the fiscal year ending March 31, 2023. For the fiscal year ending March 31, 2023, the company expects to report revenue of JPY 284,000 million.
お知らせ • Dec 01Aichi Steel Corporation to Report Q3, 2023 Results on Feb 03, 2023Aichi Steel Corporation announced that they will report Q3, 2023 results on Feb 03, 2023
Reported Earnings • Nov 18Second quarter 2023 earnings released: EPS: JP¥5.65 (vs JP¥0.76 in 2Q 2022)Second quarter 2023 results: EPS: JP¥5.65 (up from JP¥0.76 in 2Q 2022). Revenue: JP¥69.9b (up 14% from 2Q 2022). Net income: JP¥111.5m (up JP¥96.5m from 2Q 2022). Profit margin: 0.2% (up from 0% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
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. 4 non-independent directors. Managing Executive Officer, GM of R&D Headquarters and Director Ichie Nomura was the last director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥39.04 (vs JP¥0.76 in 2Q 2022)Second quarter 2023 results: EPS: JP¥39.04 (up from JP¥0.76 in 2Q 2022). Revenue: JP¥73.0b (up 19% from 2Q 2022). Net income: JP¥770.0m (up JP¥755.0m from 2Q 2022). Profit margin: 1.1% (up from 0% in 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jul 31First quarter 2023 earnings released: JP¥27.75 loss per share (vs JP¥60.66 profit in 1Q 2022)First quarter 2023 results: JP¥27.75 loss per share (down from JP¥60.66 profit in 1Q 2022). Revenue: JP¥66.9b (up 8.6% from 1Q 2022). Net loss: JP¥547.0m (down 146% from profit in 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥47.34 (vs JP¥155 in FY 2021)Full year 2022 results: EPS: JP¥47.34 (down from JP¥155 in FY 2021). Revenue: JP¥260.1b (up 27% from FY 2021). Net income: JP¥933.0m (down 69% from FY 2021). Profit margin: 0.4% (down from 1.5% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Board Change • Apr 27No independent directorsThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 6 new directors. 3 experienced directors. 1 highly experienced director. No independent directors (6 non-independent directors). President & Representative Director Takahiro Fujioka is the most experienced director on the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (4.7%).
Reported Earnings • Feb 03Third quarter 2022 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2022 results: JP¥2.99 loss per share (down from JP¥134 profit in 3Q 2021). Revenue: JP¥67.6b (up 14% from 3Q 2021). Net loss: JP¥59.0m (down 102% from profit in 3Q 2021). Revenue exceeded analyst estimates by 7.8%. Earnings per share (EPS) missed analyst estimates by 481%. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • Jun 29Full year 2021 earnings released: EPS JP¥155 (vs JP¥434 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥204.9b (down 15% from FY 2020). Net income: JP¥3.05b (down 64% from FY 2020). Profit margin: 1.5% (down from 3.5% 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 24% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Reported Earnings • May 01Full year 2021 earnings released: EPS JP¥155 (vs JP¥434 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥204.9b (down 15% from FY 2020). Net income: JP¥3.05b (down 64% from FY 2020). Profit margin: 1.5% (down from 3.5% 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 24% 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 • Mar 23Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 19 June 2021. Trailing yield: 0.4%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.5%).
お知らせ • Mar 05Aichi Steel Corporation to Report Fiscal Year 2021 Results on Apr 28, 2021Aichi Steel Corporation announced that they will report fiscal year 2021 results on Apr 28, 2021
Reported Earnings • Feb 04Third quarter 2021 earnings released: EPS JP¥134 (vs JP¥149 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥59.3b (down 1.9% from 3Q 2020). Net income: JP¥2.63b (down 10% from 3Q 2020). Profit margin: 4.4% (down from 4.8% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 04Revenue and earnings beat expectationsRevenue exceeded analyst estimates by 14%. Earnings per share (EPS) also surpassed analyst estimates by 11%. Over the next year, revenue is forecast to grow 15%, compared to a 5.1% growth forecast for the Metals and Mining industry in Japan.
Valuation Update With 7 Day Price Move • Jan 08Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥3,295, the stock is trading at a trailing P/E ratio of 23x, up from the previous P/E ratio of 19.2x. This compares to an average P/E of 12x in the Metals and Mining industry in Japan. Total return to shareholders over the past three years is a loss of 21%.
Is New 90 Day High Low • Jan 08New 90-day high: JP¥3,295The company is up 25% from its price of JP¥2,630 on 09 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 24% over the same period.
お知らせ • Dec 05Aichi Steel Corporation to Report Q3, 2021 Results on Feb 02, 2021Aichi Steel Corporation announced that they will report Q3, 2021 results on Feb 02, 2021
Is New 90 Day High Low • Dec 04New 90-day high: JP¥2,827The company is up 11% from its price of JP¥2,549 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Metals and Mining industry, which is also up 11% over the same period.
Price Target Changed • Dec 01Price target lowered to JP¥2,600Down from JP¥3,200, the current price target is provided by 1 analyst. The new target price is close to the current share price of JP¥2,601. As of last close, the stock is down 28% over the past year.
お知らせ • Sep 12Aichi Steel Corporation to Report Q2, 2021 Results on Oct 29, 2020Aichi Steel Corporation announced that they will report Q2, 2021 results on Oct 29, 2020
お知らせ • Jun 20Aichi Steel Corporation to Report Q1, 2021 Results on Jul 31, 2020Aichi Steel Corporation announced that they will report Q1, 2021 results on Jul 31, 2020