View ValuationPILLAR 将来の成長Future 基準チェック /36PILLAR利益と収益がそれぞれ年間11.7%と7.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に14.4% 11.9%なると予測されています。主要情報11.7%収益成長率11.93%EPS成長率Chemicals 収益成長13.5%収益成長率7.3%将来の株主資本利益率14.42%アナリストカバレッジLow最終更新日04 Mar 2026今後の成長に関する最新情報Major Estimate Revision • Feb 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥332 to JP¥372. Revenue forecast steady at JP¥58.2b. Net income forecast to grow 11% next year vs 7.8% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥6,225 to JP¥8,215. Share price rose 4.6% to JP¥7,990 over the past week.分析記事 • Feb 11PILLAR Corporation Just Beat Revenue Estimates By 6.4%It's been a pretty great week for PILLAR Corporation ( TSE:6490 ) shareholders, with its shares surging 14% to JP¥7,640...分析記事 • Aug 08JP¥5,005: That's What Analysts Think PILLAR Corporation (TSE:6490) Is Worth After Its Latest ResultsInvestors in PILLAR Corporation ( TSE:6490 ) had a good week, as its shares rose 3.6% to close at JP¥4,010 following...Price Target Changed • May 28Price target decreased by 21% to JP¥5,505Down from JP¥6,935, the current price target is an average from 2 analysts. New target price is 47% above last closing price of JP¥3,755. Stock is down 26% over the past year. The company is forecast to post earnings per share of JP¥339 for next year compared to JP¥356 last year.Major Estimate Revision • Feb 13Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥61.3b to JP¥57.0b. EPS estimate also fell from JP¥402 per share to JP¥343 per share. Net income forecast to grow 5.5% next year vs 9.0% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥6,735 unchanged from last update. Share price fell 8.0% to JP¥3,760 over the past week.分析記事 • Feb 09PILLAR Corporation Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedShareholders might have noticed that PILLAR Corporation ( TSE:6490 ) filed its quarterly result this time last week...すべての更新を表示Recent updatesお知らせ • May 04PILLAR Corporation to Report Fiscal Year 2026 Results on May 14, 2026PILLAR Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 14, 2026Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥9,230, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 177% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,889 per share.Upcoming Dividend • Mar 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥7,310, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 130% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,642 per share.Major Estimate Revision • Feb 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥332 to JP¥372. Revenue forecast steady at JP¥58.2b. Net income forecast to grow 11% next year vs 7.8% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥6,225 to JP¥8,215. Share price rose 4.6% to JP¥7,990 over the past week.分析記事 • Feb 13PILLAR (TSE:6490) Is Paying Out A Larger Dividend Than Last YearThe board of PILLAR Corporation ( TSE:6490 ) has announced that it will be paying its dividend of ¥80.00 on the 23rd of...分析記事 • Feb 11PILLAR Corporation Just Beat Revenue Estimates By 6.4%It's been a pretty great week for PILLAR Corporation ( TSE:6490 ) shareholders, with its shares surging 14% to JP¥7,640...分析記事 • Feb 10At JP¥7,640, Is PILLAR Corporation (TSE:6490) Worth Looking At Closely?While PILLAR Corporation ( TSE:6490 ) might not have the largest market cap around , it received a lot of attention...Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥109 (vs JP¥95.96 in 3Q 2025)Third quarter 2026 results: EPS: JP¥109 (up from JP¥95.96 in 3Q 2025). Revenue: JP¥14.7b (up 8.1% from 3Q 2025). Net income: JP¥2.49b (up 11% from 3Q 2025). Profit margin: 17% (in line with 3Q 2025). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥7,690, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥11,438 per share.分析記事 • Jan 28Is PILLAR (TSE:6490) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,100, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 120% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥11,160 per share.分析記事 • Jan 14The Market Lifts PILLAR Corporation (TSE:6490) Shares 26% But It Can Do MoreThe PILLAR Corporation ( TSE:6490 ) share price has done very well over the last month, posting an excellent gain of...分析記事 • Dec 28PILLAR (TSE:6490) Is Due To Pay A Dividend Of ¥55.00PILLAR Corporation ( TSE:6490 ) has announced that it will pay a dividend of ¥55.00 per share on the 23rd of June...お知らせ • Dec 27PILLAR Corporation to Report Q3, 2026 Results on Feb 09, 2026PILLAR Corporation announced that they will report Q3, 2026 results on Feb 09, 2026分析記事 • Dec 07PILLAR (TSE:6490) Is Due To Pay A Dividend Of ¥55.00PILLAR Corporation ( TSE:6490 ) will pay a dividend of ¥55.00 on the 23rd of June. Despite the cut, the dividend yield...Declared Dividend • Dec 06First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: JP¥89.76 (vs JP¥82.52 in 2Q 2025)Second quarter 2026 results: EPS: JP¥89.76 (up from JP¥82.52 in 2Q 2025). Revenue: JP¥14.7b (down 5.0% from 2Q 2025). Net income: JP¥2.07b (up 7.6% from 2Q 2025). Profit margin: 14% (up from 13% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.分析記事 • Nov 12Sentiment Still Eluding PILLAR Corporation (TSE:6490)It's not a stretch to say that PILLAR Corporation's ( TSE:6490 ) price-to-earnings (or "P/E") ratio of 13.2x right now...分析記事 • Oct 22Is There Now An Opportunity In PILLAR Corporation (TSE:6490)?While PILLAR Corporation ( TSE:6490 ) might not have the largest market cap around , it saw a significant share price...Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥5,200, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 133% over the past three years.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,900, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 127% over the past three years.分析記事 • Sep 28PILLAR (TSE:6490) Has Announced That Its Dividend Will Be Reduced To ¥50.00PILLAR Corporation ( TSE:6490 ) is reducing its dividend from last year's comparable payment to ¥50.00 on the 8th of...お知らせ • Sep 27PILLAR Corporation to Report Q2, 2026 Results on Nov 13, 2025PILLAR Corporation announced that they will report Q2, 2026 results on Nov 13, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).分析記事 • Aug 08JP¥5,005: That's What Analysts Think PILLAR Corporation (TSE:6490) Is Worth After Its Latest ResultsInvestors in PILLAR Corporation ( TSE:6490 ) had a good week, as its shares rose 3.6% to close at JP¥4,010 following...Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥84.94 (vs JP¥84.18 in 1Q 2025)First quarter 2026 results: EPS: JP¥84.94 (up from JP¥84.18 in 1Q 2025). Revenue: JP¥13.5b (up 3.1% from 1Q 2025). Net income: JP¥1.98b (flat on 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.Board Change • Jul 26Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Haruhiko Maki was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.分析記事 • Jul 24PILLAR (TSE:6490) Is Reducing Its Dividend To ¥50.00PILLAR Corporation ( TSE:6490 ) has announced that on 8th of December, it will be paying a dividend of¥50.00, which a...分析記事 • Jul 10PILLAR's (TSE:6490) Shareholders Will Receive A Smaller Dividend Than Last YearPILLAR Corporation ( TSE:6490 ) is reducing its dividend from last year's comparable payment to ¥50.00 on the 8th of...Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 3.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 27PILLAR Corporation to Report Q1, 2026 Results on Aug 06, 2025PILLAR Corporation announced that they will report Q1, 2026 results on Aug 06, 2025Reported Earnings • Jun 24Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥356 (down from JP¥463 in FY 2024). Revenue: JP¥58.0b (down 1.1% from FY 2024). Net income: JP¥8.30b (down 23% from FY 2024). Profit margin: 14% (down from 18% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Japan. 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 9% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 28Price target decreased by 21% to JP¥5,505Down from JP¥6,935, the current price target is an average from 2 analysts. New target price is 47% above last closing price of JP¥3,755. Stock is down 26% over the past year. The company is forecast to post earnings per share of JP¥339 for next year compared to JP¥356 last year.お知らせ • May 16PILLAR Corporation (TSE:6490) announces an Equity Buyback for 1,000,000 shares, representing 4.29% for ¥2,000 million.PILLAR Corporation (TSE:6490) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 4.29% of its issued share capital, for ¥2,000 million. The company will repurchase its own shares as part of its efforts to implement a flexible capital policy in response to changes in the business environment and to return profits to shareholders. The program will expire on November 30, 2025. As of April 30, 2025, the company had 23,332,152 shares in issue (excluding treasury shares) and 1,710,254 shares in treasury.お知らせ • May 14PILLAR Corporation, Annual General Meeting, Jun 20, 2025PILLAR Corporation, Annual General Meeting, Jun 20, 2025.分析記事 • May 07Market Might Still Lack Some Conviction On PILLAR Corporation (TSE:6490) Even After 27% Share Price BoostThose holding PILLAR Corporation ( TSE:6490 ) shares would be relieved that the share price has rebounded 27% in the...お知らせ • Mar 28PILLAR Corporation to Report Fiscal Year 2025 Results on May 14, 2025PILLAR Corporation announced that they will report fiscal year 2025 results on May 14, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥71.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).Major Estimate Revision • Feb 13Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥61.3b to JP¥57.0b. EPS estimate also fell from JP¥402 per share to JP¥343 per share. Net income forecast to grow 5.5% next year vs 9.0% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥6,735 unchanged from last update. Share price fell 8.0% to JP¥3,760 over the past week.分析記事 • Feb 09PILLAR Corporation Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedShareholders might have noticed that PILLAR Corporation ( TSE:6490 ) filed its quarterly result this time last week...Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥95.96 (vs JP¥109 in 3Q 2024)Third quarter 2025 results: EPS: JP¥95.96 (down from JP¥109 in 3Q 2024). Revenue: JP¥13.6b (down 7.4% from 3Q 2024). Net income: JP¥2.24b (down 12% from 3Q 2024). Profit margin: 16% (in line with 3Q 2024). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. 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 9% per year.分析記事 • Jan 23Investors Continue Waiting On Sidelines For PILLAR Corporation (TSE:6490)PILLAR Corporation's ( TSE:6490 ) price-to-earnings (or "P/E") ratio of 11x might make it look like a buy right now...お知らせ • Jan 03PILLAR Corporation to Report Q3, 2025 Results on Feb 06, 2025PILLAR Corporation announced that they will report Q3, 2025 results on Feb 06, 2025分析記事 • Nov 19PILLAR's (TSE:6490) Weak Earnings May Only Reveal A Part Of The Whole PictureA lackluster earnings announcement from PILLAR Corporation ( TSE:6490 ) last week didn't sink the stock price. Our...分析記事 • Nov 14PILLAR Corporation (TSE:6490) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearPILLAR Corporation ( TSE:6490 ) came out with its interim results last week, and we wanted to see how the business is...Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: JP¥82.52 (vs JP¥112 in 2Q 2024)Second quarter 2025 results: EPS: JP¥82.52 (down from JP¥112 in 2Q 2024). Revenue: JP¥15.4b (flat on 2Q 2024). Net income: JP¥1.93b (down 27% from 2Q 2024). Profit margin: 13% (down from 17% in 2Q 2024). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.分析記事 • Nov 11PILLAR (TSE:6490) Is Doing The Right Things To Multiply Its Share PriceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...New Risk • Nov 11New 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 5.8% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.8% average weekly change).お知らせ • Sep 26PILLAR Corporation to Report Q2, 2025 Results on Nov 11, 2024PILLAR Corporation announced that they will report Q2, 2025 results on Nov 11, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).分析記事 • Sep 09Is It Too Late To Consider Buying PILLAR Corporation (TSE:6490)?PILLAR Corporation ( TSE:6490 ), might not be a large cap stock, but it saw significant share price movement during...分析記事 • Aug 24Here's Why PILLAR (TSE:6490) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥84.18 (vs JP¥109 in 1Q 2024)First quarter 2025 results: EPS: JP¥84.18 (down from JP¥109 in 1Q 2024). Revenue: JP¥13.1b (up 2.9% from 1Q 2024). Net income: JP¥1.96b (down 23% from 1Q 2024). Profit margin: 15% (down from 20% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 16% per year.分析記事 • Aug 06The Market Doesn't Like What It Sees From PILLAR Corporation's (TSE:6490) Earnings Yet As Shares Tumble 27%To the annoyance of some shareholders, PILLAR Corporation ( TSE:6490 ) shares are down a considerable 27% in the last...Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥4,010, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 97% over the past three years.お知らせ • Jun 28Nippon Pillar Packing Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Nippon Pillar Packing Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024分析記事 • May 21Nippon Pillar Packing (TSE:6490) Strong Profits May Be Masking Some Underlying IssuesThe market shrugged off Nippon Pillar Packing Co., Ltd.'s ( TSE:6490 ) solid earnings report. Our analysis showed that...Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥5,610, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 206% over the past three years.Reported Earnings • May 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥463 (up from JP¥443 in FY 2023). Revenue: JP¥58.6b (up 20% from FY 2023). Net income: JP¥10.8b (up 3.4% from FY 2023). Profit margin: 18% (down from 21% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.1%. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 15Nippon Pillar Packing Co., Ltd., Annual General Meeting, Jun 25, 2024Nippon Pillar Packing Co., Ltd., Annual General Meeting, Jun 25, 2024.分析記事 • May 13Is Nippon Pillar Packing Co., Ltd. (TSE:6490) Trading At A 42% Discount?Key Insights Nippon Pillar Packing's estimated fair value is JP¥11,534 based on 2 Stage Free Cash Flow to Equity Nippon...お知らせ • Mar 28Nippon Pillar Packing Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Nippon Pillar Packing Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥89.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 31% and the cash payout ratio is 84%. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).分析記事 • Mar 08Nippon Pillar Packing Co., Ltd. (TSE:6490) Stock Rockets 25% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, Nippon Pillar Packing Co., Ltd. ( TSE:6490 ) shares have been powering on, with a gain...分析記事 • Mar 07Is Now An Opportune Moment To Examine Nippon Pillar Packing Co., Ltd. (TSE:6490)?Nippon Pillar Packing Co., Ltd. ( TSE:6490 ), is not the largest company out there, but it led the TSE gainers with a...Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥109 (vs JP¥98.92 in 3Q 2023)Third quarter 2024 results: EPS: JP¥109 (up from JP¥98.92 in 3Q 2023). Revenue: JP¥14.7b (up 15% from 3Q 2023). Net income: JP¥2.54b (up 8.8% from 3Q 2023). Profit margin: 17% (down from 18% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥5,540, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 241% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,928 per share.お知らせ • Dec 27Nippon Pillar Packing Co., Ltd. to Report Q3, 2024 Results on Feb 13, 2024Nippon Pillar Packing Co., Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024Reported Earnings • Nov 18Second quarter 2024 earnings released: EPS: JP¥112 (vs JP¥129 in 2Q 2023)Second quarter 2024 results: EPS: JP¥112 (down from JP¥129 in 2Q 2023). Revenue: JP¥15.3b (up 28% from 2Q 2023). Net income: JP¥2.62b (down 14% from 2Q 2023). Profit margin: 17% (down from 26% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 45% per year.お知らせ • Sep 28Nippon Pillar Packing Co., Ltd. to Report Q2, 2024 Results on Nov 14, 2023Nippon Pillar Packing Co., Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥54.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 29% and the cash payout ratio is 76%. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥109 (vs JP¥99.35 in 1Q 2023)First quarter 2024 results: EPS: JP¥109 (up from JP¥99.35 in 1Q 2023). Revenue: JP¥12.7b (up 19% from 1Q 2023). Net income: JP¥2.55b (up 8.5% from 1Q 2023). Profit margin: 20% (down from 22% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 28Nippon Pillar Packing Co., Ltd. to Report Q1, 2024 Results on Aug 07, 2023Nippon Pillar Packing Co., Ltd. announced that they will report Q1, 2024 results on Aug 07, 2023Reported Earnings • Jun 28Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥443 (up from JP¥350 in FY 2022). Revenue: JP¥48.7b (up 20% from FY 2022). Net income: JP¥10.4b (up 26% from FY 2022). Profit margin: 21% (up from 20% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 9.1%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 51% per year.New Risk • Jun 14New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.9% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.お知らせ • May 17Nippon Pillar Packing Co., Ltd., Annual General Meeting, Jun 22, 2023Nippon Pillar Packing Co., Ltd., Annual General Meeting, Jun 22, 2023.Reported Earnings • May 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥443 (up from JP¥350 in FY 2022). Revenue: JP¥48.7b (up 20% from FY 2022). Net income: JP¥10.4b (up 26% from FY 2022). Profit margin: 21% (up from 20% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 9.1%. Revenue is forecast to grow 2.0% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Price Target Changed • Mar 21Price target increased by 32% to JP¥4,500Up from JP¥3,400, the current price target is provided by 1 analyst. New target price is 28% above last closing price of JP¥3,515. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥406 for next year compared to JP¥350 last year.Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥98.91 (vs JP¥94.62 in 3Q 2022)Third quarter 2023 results: EPS: JP¥98.91 (up from JP¥94.62 in 3Q 2022). Revenue: JP¥12.8b (up 23% from 3Q 2022). Net income: JP¥2.33b (up 4.1% from 3Q 2022). Profit margin: 18% (down from 21% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.お知らせ • Dec 28Nippon Pillar Packing Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023Nippon Pillar Packing Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥129 (vs JP¥87.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥129 (up from JP¥87.18 in 2Q 2022). Revenue: JP¥12.0b (up 19% from 2Q 2022). Net income: JP¥3.06b (up 49% from 2Q 2022). Profit margin: 26% (up from 20% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kyoko Kobayashi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥129 (vs JP¥87.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥129 (up from JP¥87.18 in 2Q 2022). Revenue: JP¥12.0b (up 19% from 2Q 2022). Net income: JP¥3.06b (up 49% from 2Q 2022). Profit margin: 26% (up from 20% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 11Nippon Pillar Packing Co., Ltd. (TSE:6490) announces an Equity Buyback for 500,000 shares, representing 2.11% for ¥1,000 million.Nippon Pillar Packing Co., Ltd. (TSE:6490) announces a share repurchase program. Under the program, the company will repurchase 500,000 shares, representing 2.11% of the outstanding shares for ¥1,000 million. The program is aimed at the implementation of a flexible capital policy that responds to changes in the business environment and returns to shareholders. The program will run until March 31, 2023. As of October 31, 2022, the company had 23,653,013 shares outstanding and 1,389,393 shares in treasury.お知らせ • Sep 28Nippon Pillar Packing Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Nippon Pillar Packing Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022Price Target Changed • Sep 28Price target decreased to JP¥3,400Down from JP¥4,200, the current price target is an average from 2 analysts. New target price is 45% above last closing price of JP¥2,342. Stock is down 15% over the past year. The company is forecast to post earnings per share of JP¥366 for next year compared to JP¥350 last year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 10 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥99.35 (vs JP¥71.77 in 1Q 2022)First quarter 2023 results: EPS: JP¥99.35 (up from JP¥71.77 in 1Q 2022). Revenue: JP¥10.7b (up 17% from 1Q 2022). Net income: JP¥2.35b (up 39% from 1Q 2022). Profit margin: 22% (up from 19% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.2%, compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 30Nippon Pillar Packing Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Nippon Pillar Packing Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022Reported Earnings • May 16Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥350 (up from JP¥145 in FY 2021). Revenue: JP¥40.7b (up 35% from FY 2021). Net income: JP¥8.29b (up 141% from FY 2021). Profit margin: 20% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is forecast to grow 4.5%, compared to a 7.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 35% per year.お知らせ • May 14Nippon Pillar Packing Co., Ltd., Annual General Meeting, Jun 23, 2022Nippon Pillar Packing Co., Ltd., Annual General Meeting, Jun 23, 2022.Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kyoko Kobayashi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Nippon Pillar Packing Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Nippon Pillar Packing Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.6%).Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,943, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,917 per share.業績と収益の成長予測TSE:6490 - 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3/31/202976,24213,5489,612N/A13/31/202872,87612,5759,152N/A33/31/202766,99310,7425,911N/A33/31/202658,4008,8667,728N/A312/31/202558,7248,715N/AN/AN/A9/30/202557,6158,4608,24613,097N/A6/30/202558,3918,314N/AN/AN/A3/31/202557,9888,2997,14614,184N/A12/31/202457,9759,202N/AN/AN/A9/30/202459,0679,498-4,58310,859N/A6/30/202458,96910,194N/AN/AN/A3/31/202458,60510,780-5,8255,640N/A12/31/202356,01010,392N/AN/AN/A9/30/202354,09310,1863,2506,248N/A6/30/202350,73010,627N/AN/AN/A3/31/202348,70210,4283,5766,058N/A12/31/202246,46710,031N/AN/AN/A9/30/202244,1209,9399,57611,264N/A6/30/202242,2398,938N/AN/AN/A3/31/202240,6708,28510,58511,950N/A12/31/202138,7607,306N/AN/AN/A9/30/202135,6895,8995,2566,057N/A6/30/202132,3834,358N/AN/AN/A3/31/202130,2003,4452,5135,676N/A12/31/202028,7762,800N/AN/AN/A9/30/202028,6282,620-7513,903N/A6/30/202029,2342,848N/AN/AN/A3/31/202029,2132,6351,3044,064N/A12/31/201928,9112,542N/AN/AN/A9/30/201929,2482,723N/A5,202N/A6/30/201929,8143,087N/AN/AN/A3/31/201930,9633,719N/A5,035N/A12/31/201832,1674,145N/AN/AN/A9/30/201831,5284,196N/A4,231N/A6/30/201830,7223,784N/AN/AN/A3/31/201829,4613,422N/A3,752N/A12/31/201728,8563,265N/AN/AN/A9/30/201728,8093,606N/A4,091N/A6/30/201728,0943,667N/AN/AN/A3/31/201727,2253,204N/A3,220N/A12/31/201625,6643,046N/AN/AN/A9/30/201624,4042,532N/A2,812N/A6/30/201623,2422,187N/AN/AN/A3/31/201622,9602,397N/A3,074N/A12/31/201522,6342,277N/AN/AN/A9/30/201522,4462,263N/A3,278N/A6/30/201522,4922,204N/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: 6490の予測収益成長率 (年間11.7% ) は 貯蓄率 ( 0.8% ) を上回っています。収益対市場: 6490の収益 ( 11.7% ) はJP市場 ( 10.2% ) よりも速いペースで成長すると予測されています。高成長収益: 6490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: 6490の収益 ( 7.3% ) JP市場 ( 6.1% ) よりも速いペースで成長すると予測されています。高い収益成長: 6490の収益 ( 7.3% ) 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: 6490の 自己資本利益率 は、3年後には低くなると予測されています ( 14.4 %)。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2026/05/09 13:03終値2026/05/08 00:00収益2025/12/31年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋PILLAR Corporation 3 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。4 アナリスト機関Mitsuhiro OsawaIchiyoshi Research Institute Inc.Kazuhiko UzakiOkasan Securities Co. Ltd.Hiroharu WatanabeSMBC NIKKO1 その他のアナリストを表示
Major Estimate Revision • Feb 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥332 to JP¥372. Revenue forecast steady at JP¥58.2b. Net income forecast to grow 11% next year vs 7.8% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥6,225 to JP¥8,215. Share price rose 4.6% to JP¥7,990 over the past week.
分析記事 • Feb 11PILLAR Corporation Just Beat Revenue Estimates By 6.4%It's been a pretty great week for PILLAR Corporation ( TSE:6490 ) shareholders, with its shares surging 14% to JP¥7,640...
分析記事 • Aug 08JP¥5,005: That's What Analysts Think PILLAR Corporation (TSE:6490) Is Worth After Its Latest ResultsInvestors in PILLAR Corporation ( TSE:6490 ) had a good week, as its shares rose 3.6% to close at JP¥4,010 following...
Price Target Changed • May 28Price target decreased by 21% to JP¥5,505Down from JP¥6,935, the current price target is an average from 2 analysts. New target price is 47% above last closing price of JP¥3,755. Stock is down 26% over the past year. The company is forecast to post earnings per share of JP¥339 for next year compared to JP¥356 last year.
Major Estimate Revision • Feb 13Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥61.3b to JP¥57.0b. EPS estimate also fell from JP¥402 per share to JP¥343 per share. Net income forecast to grow 5.5% next year vs 9.0% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥6,735 unchanged from last update. Share price fell 8.0% to JP¥3,760 over the past week.
分析記事 • Feb 09PILLAR Corporation Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedShareholders might have noticed that PILLAR Corporation ( TSE:6490 ) filed its quarterly result this time last week...
お知らせ • May 04PILLAR Corporation to Report Fiscal Year 2026 Results on May 14, 2026PILLAR Corporation announced that they will report fiscal year 2026 results at 3:30 PM, Tokyo Standard Time on May 14, 2026
Valuation Update With 7 Day Price Move • Apr 13Investor sentiment improves as stock rises 22%After last week's 22% share price gain to JP¥9,230, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 177% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,889 per share.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.3%).
Valuation Update With 7 Day Price Move • Mar 09Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥7,310, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 130% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥12,642 per share.
Major Estimate Revision • Feb 17Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2026 has been updated. 2026 EPS estimate increased from JP¥332 to JP¥372. Revenue forecast steady at JP¥58.2b. Net income forecast to grow 11% next year vs 7.8% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥6,225 to JP¥8,215. Share price rose 4.6% to JP¥7,990 over the past week.
分析記事 • Feb 13PILLAR (TSE:6490) Is Paying Out A Larger Dividend Than Last YearThe board of PILLAR Corporation ( TSE:6490 ) has announced that it will be paying its dividend of ¥80.00 on the 23rd of...
分析記事 • Feb 11PILLAR Corporation Just Beat Revenue Estimates By 6.4%It's been a pretty great week for PILLAR Corporation ( TSE:6490 ) shareholders, with its shares surging 14% to JP¥7,640...
分析記事 • Feb 10At JP¥7,640, Is PILLAR Corporation (TSE:6490) Worth Looking At Closely?While PILLAR Corporation ( TSE:6490 ) might not have the largest market cap around , it received a lot of attention...
Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥109 (vs JP¥95.96 in 3Q 2025)Third quarter 2026 results: EPS: JP¥109 (up from JP¥95.96 in 3Q 2025). Revenue: JP¥14.7b (up 8.1% from 3Q 2025). Net income: JP¥2.49b (up 11% from 3Q 2025). Profit margin: 17% (in line with 3Q 2025). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Feb 10Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥7,690, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥11,438 per share.
分析記事 • Jan 28Is PILLAR (TSE:6490) Using Too Much Debt?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Valuation Update With 7 Day Price Move • Jan 16Investor sentiment improves as stock rises 16%After last week's 16% share price gain to JP¥6,100, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 120% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥11,160 per share.
分析記事 • Jan 14The Market Lifts PILLAR Corporation (TSE:6490) Shares 26% But It Can Do MoreThe PILLAR Corporation ( TSE:6490 ) share price has done very well over the last month, posting an excellent gain of...
分析記事 • Dec 28PILLAR (TSE:6490) Is Due To Pay A Dividend Of ¥55.00PILLAR Corporation ( TSE:6490 ) has announced that it will pay a dividend of ¥55.00 per share on the 23rd of June...
お知らせ • Dec 27PILLAR Corporation to Report Q3, 2026 Results on Feb 09, 2026PILLAR Corporation announced that they will report Q3, 2026 results on Feb 09, 2026
分析記事 • Dec 07PILLAR (TSE:6490) Is Due To Pay A Dividend Of ¥55.00PILLAR Corporation ( TSE:6490 ) will pay a dividend of ¥55.00 on the 23rd of June. Despite the cut, the dividend yield...
Declared Dividend • Dec 06First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th March 2026 Payment date: 23rd June 2026 Dividend yield will be 2.2%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (33% earnings payout ratio) and cash flows (29% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 44% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 16Second quarter 2026 earnings released: EPS: JP¥89.76 (vs JP¥82.52 in 2Q 2025)Second quarter 2026 results: EPS: JP¥89.76 (up from JP¥82.52 in 2Q 2025). Revenue: JP¥14.7b (down 5.0% from 2Q 2025). Net income: JP¥2.07b (up 7.6% from 2Q 2025). Profit margin: 14% (up from 13% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
分析記事 • Nov 12Sentiment Still Eluding PILLAR Corporation (TSE:6490)It's not a stretch to say that PILLAR Corporation's ( TSE:6490 ) price-to-earnings (or "P/E") ratio of 13.2x right now...
分析記事 • Oct 22Is There Now An Opportunity In PILLAR Corporation (TSE:6490)?While PILLAR Corporation ( TSE:6490 ) might not have the largest market cap around , it saw a significant share price...
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥5,200, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 133% over the past three years.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment improves as stock rises 20%After last week's 20% share price gain to JP¥4,900, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 127% over the past three years.
分析記事 • Sep 28PILLAR (TSE:6490) Has Announced That Its Dividend Will Be Reduced To ¥50.00PILLAR Corporation ( TSE:6490 ) is reducing its dividend from last year's comparable payment to ¥50.00 on the 8th of...
お知らせ • Sep 27PILLAR Corporation to Report Q2, 2026 Results on Nov 13, 2025PILLAR Corporation announced that they will report Q2, 2026 results on Nov 13, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 08 December 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.6%).
分析記事 • Aug 08JP¥5,005: That's What Analysts Think PILLAR Corporation (TSE:6490) Is Worth After Its Latest ResultsInvestors in PILLAR Corporation ( TSE:6490 ) had a good week, as its shares rose 3.6% to close at JP¥4,010 following...
Reported Earnings • Aug 08First quarter 2026 earnings released: EPS: JP¥84.94 (vs JP¥84.18 in 1Q 2025)First quarter 2026 results: EPS: JP¥84.94 (up from JP¥84.18 in 1Q 2025). Revenue: JP¥13.5b (up 3.1% from 1Q 2025). Net income: JP¥1.98b (flat on 1Q 2025). Profit margin: 15% (in line with 1Q 2025). Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
Board Change • Jul 26Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Haruhiko Maki was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
分析記事 • Jul 24PILLAR (TSE:6490) Is Reducing Its Dividend To ¥50.00PILLAR Corporation ( TSE:6490 ) has announced that on 8th of December, it will be paying a dividend of¥50.00, which a...
分析記事 • Jul 10PILLAR's (TSE:6490) Shareholders Will Receive A Smaller Dividend Than Last YearPILLAR Corporation ( TSE:6490 ) is reducing its dividend from last year's comparable payment to ¥50.00 on the 8th of...
Declared Dividend • Jul 09Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 29th September 2025 Payment date: 8th December 2025 Dividend yield will be 3.2%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (34% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 27PILLAR Corporation to Report Q1, 2026 Results on Aug 06, 2025PILLAR Corporation announced that they will report Q1, 2026 results on Aug 06, 2025
Reported Earnings • Jun 24Full year 2025 earnings: EPS in line with analyst expectations despite revenue beatFull year 2025 results: EPS: JP¥356 (down from JP¥463 in FY 2024). Revenue: JP¥58.0b (down 1.1% from FY 2024). Net income: JP¥8.30b (down 23% from FY 2024). Profit margin: 14% (down from 18% in FY 2024). The decrease in margin was primarily driven by higher expenses. Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Chemicals industry in Japan. 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 9% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 28Price target decreased by 21% to JP¥5,505Down from JP¥6,935, the current price target is an average from 2 analysts. New target price is 47% above last closing price of JP¥3,755. Stock is down 26% over the past year. The company is forecast to post earnings per share of JP¥339 for next year compared to JP¥356 last year.
お知らせ • May 16PILLAR Corporation (TSE:6490) announces an Equity Buyback for 1,000,000 shares, representing 4.29% for ¥2,000 million.PILLAR Corporation (TSE:6490) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 4.29% of its issued share capital, for ¥2,000 million. The company will repurchase its own shares as part of its efforts to implement a flexible capital policy in response to changes in the business environment and to return profits to shareholders. The program will expire on November 30, 2025. As of April 30, 2025, the company had 23,332,152 shares in issue (excluding treasury shares) and 1,710,254 shares in treasury.
お知らせ • May 14PILLAR Corporation, Annual General Meeting, Jun 20, 2025PILLAR Corporation, Annual General Meeting, Jun 20, 2025.
分析記事 • May 07Market Might Still Lack Some Conviction On PILLAR Corporation (TSE:6490) Even After 27% Share Price BoostThose holding PILLAR Corporation ( TSE:6490 ) shares would be relieved that the share price has rebounded 27% in the...
お知らせ • Mar 28PILLAR Corporation to Report Fiscal Year 2025 Results on May 14, 2025PILLAR Corporation announced that they will report fiscal year 2025 results on May 14, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥71.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).
Major Estimate Revision • Feb 13Consensus EPS estimates fall by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥61.3b to JP¥57.0b. EPS estimate also fell from JP¥402 per share to JP¥343 per share. Net income forecast to grow 5.5% next year vs 9.0% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥6,735 unchanged from last update. Share price fell 8.0% to JP¥3,760 over the past week.
分析記事 • Feb 09PILLAR Corporation Just Missed Earnings And Its Revenue Numbers Were Weaker Than ExpectedShareholders might have noticed that PILLAR Corporation ( TSE:6490 ) filed its quarterly result this time last week...
Reported Earnings • Feb 08Third quarter 2025 earnings released: EPS: JP¥95.96 (vs JP¥109 in 3Q 2024)Third quarter 2025 results: EPS: JP¥95.96 (down from JP¥109 in 3Q 2024). Revenue: JP¥13.6b (down 7.4% from 3Q 2024). Net income: JP¥2.24b (down 12% from 3Q 2024). Profit margin: 16% (in line with 3Q 2024). Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. 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 9% per year.
分析記事 • Jan 23Investors Continue Waiting On Sidelines For PILLAR Corporation (TSE:6490)PILLAR Corporation's ( TSE:6490 ) price-to-earnings (or "P/E") ratio of 11x might make it look like a buy right now...
お知らせ • Jan 03PILLAR Corporation to Report Q3, 2025 Results on Feb 06, 2025PILLAR Corporation announced that they will report Q3, 2025 results on Feb 06, 2025
分析記事 • Nov 19PILLAR's (TSE:6490) Weak Earnings May Only Reveal A Part Of The Whole PictureA lackluster earnings announcement from PILLAR Corporation ( TSE:6490 ) last week didn't sink the stock price. Our...
分析記事 • Nov 14PILLAR Corporation (TSE:6490) Half-Yearly Results Just Came Out: Here's What Analysts Are Forecasting For This YearPILLAR Corporation ( TSE:6490 ) came out with its interim results last week, and we wanted to see how the business is...
Reported Earnings • Nov 13Second quarter 2025 earnings released: EPS: JP¥82.52 (vs JP¥112 in 2Q 2024)Second quarter 2025 results: EPS: JP¥82.52 (down from JP¥112 in 2Q 2024). Revenue: JP¥15.4b (flat on 2Q 2024). Net income: JP¥1.93b (down 27% from 2Q 2024). Profit margin: 13% (down from 17% in 2Q 2024). Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year.
分析記事 • Nov 11PILLAR (TSE:6490) Is Doing The Right Things To Multiply Its Share PriceTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
New Risk • Nov 11New 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 5.8% 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 Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (5.8% average weekly change).
お知らせ • Sep 26PILLAR Corporation to Report Q2, 2025 Results on Nov 11, 2024PILLAR Corporation announced that they will report Q2, 2025 results on Nov 11, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 32% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.4%).
分析記事 • Sep 09Is It Too Late To Consider Buying PILLAR Corporation (TSE:6490)?PILLAR Corporation ( TSE:6490 ), might not be a large cap stock, but it saw significant share price movement during...
分析記事 • Aug 24Here's Why PILLAR (TSE:6490) Can Manage Its Debt ResponsiblySome say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥84.18 (vs JP¥109 in 1Q 2024)First quarter 2025 results: EPS: JP¥84.18 (down from JP¥109 in 1Q 2024). Revenue: JP¥13.1b (up 2.9% from 1Q 2024). Net income: JP¥1.96b (down 23% from 1Q 2024). Profit margin: 15% (down from 20% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 20% per year whereas the company’s share price has increased by 16% per year.
分析記事 • Aug 06The Market Doesn't Like What It Sees From PILLAR Corporation's (TSE:6490) Earnings Yet As Shares Tumble 27%To the annoyance of some shareholders, PILLAR Corporation ( TSE:6490 ) shares are down a considerable 27% in the last...
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 21%After last week's 21% share price decline to JP¥4,010, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 97% over the past three years.
お知らせ • Jun 28Nippon Pillar Packing Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Nippon Pillar Packing Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
分析記事 • May 21Nippon Pillar Packing (TSE:6490) Strong Profits May Be Masking Some Underlying IssuesThe market shrugged off Nippon Pillar Packing Co., Ltd.'s ( TSE:6490 ) solid earnings report. Our analysis showed that...
Valuation Update With 7 Day Price Move • May 20Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥5,610, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 206% over the past three years.
Reported Earnings • May 16Full year 2024 earnings: EPS and revenues exceed analyst expectationsFull year 2024 results: EPS: JP¥463 (up from JP¥443 in FY 2023). Revenue: JP¥58.6b (up 20% from FY 2023). Net income: JP¥10.8b (up 3.4% from FY 2023). Profit margin: 18% (down from 21% in FY 2023). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) also surpassed analyst estimates by 6.1%. Revenue is forecast to grow 5.9% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 15Nippon Pillar Packing Co., Ltd., Annual General Meeting, Jun 25, 2024Nippon Pillar Packing Co., Ltd., Annual General Meeting, Jun 25, 2024.
分析記事 • May 13Is Nippon Pillar Packing Co., Ltd. (TSE:6490) Trading At A 42% Discount?Key Insights Nippon Pillar Packing's estimated fair value is JP¥11,534 based on 2 Stage Free Cash Flow to Equity Nippon...
お知らせ • Mar 28Nippon Pillar Packing Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024Nippon Pillar Packing Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥89.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 31% and the cash payout ratio is 84%. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).
分析記事 • Mar 08Nippon Pillar Packing Co., Ltd. (TSE:6490) Stock Rockets 25% As Investors Are Less Pessimistic Than ExpectedDespite an already strong run, Nippon Pillar Packing Co., Ltd. ( TSE:6490 ) shares have been powering on, with a gain...
分析記事 • Mar 07Is Now An Opportune Moment To Examine Nippon Pillar Packing Co., Ltd. (TSE:6490)?Nippon Pillar Packing Co., Ltd. ( TSE:6490 ), is not the largest company out there, but it led the TSE gainers with a...
Reported Earnings • Feb 14Third quarter 2024 earnings released: EPS: JP¥109 (vs JP¥98.92 in 3Q 2023)Third quarter 2024 results: EPS: JP¥109 (up from JP¥98.92 in 3Q 2023). Revenue: JP¥14.7b (up 15% from 3Q 2023). Net income: JP¥2.54b (up 8.8% from 3Q 2023). Profit margin: 17% (down from 18% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 45% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 19%After last week's 19% share price gain to JP¥5,540, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 241% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,928 per share.
お知らせ • Dec 27Nippon Pillar Packing Co., Ltd. to Report Q3, 2024 Results on Feb 13, 2024Nippon Pillar Packing Co., Ltd. announced that they will report Q3, 2024 results on Feb 13, 2024
Reported Earnings • Nov 18Second quarter 2024 earnings released: EPS: JP¥112 (vs JP¥129 in 2Q 2023)Second quarter 2024 results: EPS: JP¥112 (down from JP¥129 in 2Q 2023). Revenue: JP¥15.3b (up 28% from 2Q 2023). Net income: JP¥2.62b (down 14% from 2Q 2023). Profit margin: 17% (down from 26% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.0% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year whereas the company’s share price has increased by 45% per year.
お知らせ • Sep 28Nippon Pillar Packing Co., Ltd. to Report Q2, 2024 Results on Nov 14, 2023Nippon Pillar Packing Co., Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥54.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 29% and the cash payout ratio is 76%. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥109 (vs JP¥99.35 in 1Q 2023)First quarter 2024 results: EPS: JP¥109 (up from JP¥99.35 in 1Q 2023). Revenue: JP¥12.7b (up 19% from 1Q 2023). Net income: JP¥2.55b (up 8.5% from 1Q 2023). Profit margin: 20% (down from 22% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 9.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 41% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 28Nippon Pillar Packing Co., Ltd. to Report Q1, 2024 Results on Aug 07, 2023Nippon Pillar Packing Co., Ltd. announced that they will report Q1, 2024 results on Aug 07, 2023
Reported Earnings • Jun 28Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥443 (up from JP¥350 in FY 2022). Revenue: JP¥48.7b (up 20% from FY 2022). Net income: JP¥10.4b (up 26% from FY 2022). Profit margin: 21% (up from 20% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 9.1%. Revenue is forecast to grow 9.9% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year whereas the company’s share price has increased by 51% per year.
New Risk • Jun 14New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.9% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
お知らせ • May 17Nippon Pillar Packing Co., Ltd., Annual General Meeting, Jun 22, 2023Nippon Pillar Packing Co., Ltd., Annual General Meeting, Jun 22, 2023.
Reported Earnings • May 16Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: JP¥443 (up from JP¥350 in FY 2022). Revenue: JP¥48.7b (up 20% from FY 2022). Net income: JP¥10.4b (up 26% from FY 2022). Profit margin: 21% (up from 20% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.8%. Earnings per share (EPS) also surpassed analyst estimates by 9.1%. Revenue is forecast to grow 2.0% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 40% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Price Target Changed • Mar 21Price target increased by 32% to JP¥4,500Up from JP¥3,400, the current price target is provided by 1 analyst. New target price is 28% above last closing price of JP¥3,515. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥406 for next year compared to JP¥350 last year.
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥98.91 (vs JP¥94.62 in 3Q 2022)Third quarter 2023 results: EPS: JP¥98.91 (up from JP¥94.62 in 3Q 2022). Revenue: JP¥12.8b (up 23% from 3Q 2022). Net income: JP¥2.33b (up 4.1% from 3Q 2022). Profit margin: 18% (down from 21% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 28% per year, which means it is significantly lagging earnings growth.
お知らせ • Dec 28Nippon Pillar Packing Co., Ltd. to Report Q3, 2023 Results on Feb 07, 2023Nippon Pillar Packing Co., Ltd. announced that they will report Q3, 2023 results on Feb 07, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥129 (vs JP¥87.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥129 (up from JP¥87.18 in 2Q 2022). Revenue: JP¥12.0b (up 19% from 2Q 2022). Net income: JP¥3.06b (up 49% from 2Q 2022). Profit margin: 26% (up from 20% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 25% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kyoko Kobayashi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 12Second quarter 2023 earnings released: EPS: JP¥129 (vs JP¥87.18 in 2Q 2022)Second quarter 2023 results: EPS: JP¥129 (up from JP¥87.18 in 2Q 2022). Revenue: JP¥12.0b (up 19% from 2Q 2022). Net income: JP¥3.06b (up 49% from 2Q 2022). Profit margin: 26% (up from 20% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 11Nippon Pillar Packing Co., Ltd. (TSE:6490) announces an Equity Buyback for 500,000 shares, representing 2.11% for ¥1,000 million.Nippon Pillar Packing Co., Ltd. (TSE:6490) announces a share repurchase program. Under the program, the company will repurchase 500,000 shares, representing 2.11% of the outstanding shares for ¥1,000 million. The program is aimed at the implementation of a flexible capital policy that responds to changes in the business environment and returns to shareholders. The program will run until March 31, 2023. As of October 31, 2022, the company had 23,653,013 shares outstanding and 1,389,393 shares in treasury.
お知らせ • Sep 28Nippon Pillar Packing Co., Ltd. to Report Q2, 2023 Results on Nov 10, 2022Nippon Pillar Packing Co., Ltd. announced that they will report Q2, 2023 results on Nov 10, 2022
Price Target Changed • Sep 28Price target decreased to JP¥3,400Down from JP¥4,200, the current price target is an average from 2 analysts. New target price is 45% above last closing price of JP¥2,342. Stock is down 15% over the past year. The company is forecast to post earnings per share of JP¥366 for next year compared to JP¥350 last year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 10 December 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥99.35 (vs JP¥71.77 in 1Q 2022)First quarter 2023 results: EPS: JP¥99.35 (up from JP¥71.77 in 1Q 2022). Revenue: JP¥10.7b (up 17% from 1Q 2022). Net income: JP¥2.35b (up 39% from 1Q 2022). Profit margin: 22% (up from 19% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 9.2%, compared to a 9.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 39% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 30Nippon Pillar Packing Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Nippon Pillar Packing Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022
Reported Earnings • May 16Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥350 (up from JP¥145 in FY 2021). Revenue: JP¥40.7b (up 35% from FY 2021). Net income: JP¥8.29b (up 141% from FY 2021). Profit margin: 20% (up from 11% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Over the next year, revenue is forecast to grow 4.5%, compared to a 7.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year whereas the company’s share price has increased by 35% per year.
お知らせ • May 14Nippon Pillar Packing Co., Ltd., Annual General Meeting, Jun 23, 2022Nippon Pillar Packing Co., Ltd., Annual General Meeting, Jun 23, 2022.
Board Change • Apr 27Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kyoko Kobayashi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Nippon Pillar Packing Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Nippon Pillar Packing Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.6%).
Valuation Update With 7 Day Price Move • Mar 18Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥2,943, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 9x in the Chemicals industry in Japan. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,917 per share.