View ValuationAraya Industrial 将来の成長Future 基準チェック /06現在、 Araya Industrialの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Metals and Mining 収益成長5.6%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • Aug 10First quarter 2027 earnings released: EPS: JP¥61.88 (vs JP¥40.59 in 1Q 2026)First quarter 2027 results: EPS: JP¥61.88 (up from JP¥40.59 in 1Q 2026). Revenue: JP¥10.9b (up 5.6% from 1Q 2026). Net income: JP¥590.0m (up 53% from 1Q 2026). Profit margin: 5.4% (up from 3.8% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.お知らせ • Jun 01Araya Industrial Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Araya Industrial Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥319 (vs JP¥196 in FY 2025)Full year 2026 results: EPS: JP¥319. Revenue: JP¥40.4b (down 5.6% from FY 2025). Net income: JP¥1.52b (down 28% from FY 2025). Profit margin: 3.8% (down from 5.0% in FY 2025). The decrease in margin was driven by lower revenue.New Risk • May 17New major risk - Revenue and earnings growthEarnings have declined by 2.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.7% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (301% cash payout ratio). Large one-off items impacting financial results.お知らせ • May 13Araya Industrial Co., Ltd., Annual General Meeting, Jun 25, 2026Araya Industrial Co., Ltd., Annual General Meeting, Jun 25, 2026.お知らせ • May 10Araya Industrial Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Araya Industrial Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026New Risk • Mar 29New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥10.6b (US$66.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (301% cash payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥10.6b market cap, or US$66.1m).Upcoming Dividend • Mar 23Upcoming dividend of JP¥200 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 5.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%).Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥112 (vs JP¥99.86 in 3Q 2025)Third quarter 2026 results: EPS: JP¥112. Revenue: JP¥10.4b (down 5.3% from 3Q 2025). Net income: JP¥533.0m (down 4.1% from 3Q 2025). Profit margin: 5.1% (in line with 3Q 2025).お知らせ • Dec 02Araya Industrial Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Araya Industrial Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026分析記事 • Nov 19We Think You Should Be Aware Of Some Concerning Factors In Araya Industrial's (TSE:7305) EarningsAraya Industrial Co., Ltd.'s ( TSE:7305 ) stock didn't jump after it announced some healthy earnings. We did some...Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥42.37 (vs JP¥50.30 in 2Q 2025)Second quarter 2026 results: EPS: JP¥42.37 (down from JP¥50.30 in 2Q 2025). Revenue: JP¥9.55b (down 10% from 2Q 2025). Net income: JP¥202.0m (down 28% from 2Q 2025). Profit margin: 2.1% (down from 2.6% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 74% and the cash payout ratio is 76%. Trailing yield: 5.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).お知らせ • Sep 04Araya Industrial Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025Araya Industrial Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025Reported Earnings • Aug 11First quarter 2026 earnings released: EPS: JP¥81.18 (vs JP¥72.77 in 1Q 2025)First quarter 2026 results: EPS: JP¥81.18. Revenue: JP¥10.3b (down 5.3% from 1Q 2025). Net income: JP¥387.0m (down 4.4% from 1Q 2025). Profit margin: 3.8% (up from 3.7% in 1Q 2025).お知らせ • Jun 06Araya Industrial Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Araya Industrial Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 15Full year 2025 earnings released: EPS: JP¥392 (vs JP¥304 in FY 2024)Full year 2025 results: EPS: JP¥392 (up from JP¥304 in FY 2024). Revenue: JP¥42.8b (down 3.8% from FY 2024). Net income: JP¥2.13b (up 26% from FY 2024). Profit margin: 5.0% (up from 3.8% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.お知らせ • May 13Araya Industrial Co., Ltd., Annual General Meeting, Jun 26, 2025Araya Industrial Co., Ltd., Annual General Meeting, Jun 26, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥200 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 6.2%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (4.1%).お知らせ • Mar 04Araya Industrial Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Araya Industrial Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 13, 2025お知らせ • Feb 12Araya Industrial Co., Ltd. (TSE:7305) announces an Equity Buyback for 800,000 shares, for ¥4,336 million.Araya Industrial Co., Ltd. (TSE:7305) announces a share repurchase program. Under the program, the company will repurchase up to 800,000 shares, representing 14.29% of its issued share capital, for ¥4,336 million. The shares will be repurchased at a price of ¥5,420 per share. The acquisition is part of a strategy to return value to shareholders. The results will be announced after trading on February 12, 2025. As of December 31, 2024, the company had 5,599,809 issued shares (excluding treasury shares) and 445,517 treasury shares.お知らせ • Dec 03Araya Industrial Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025Araya Industrial Co., Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥50.29 (vs JP¥57.49 in 2Q 2024)Second quarter 2025 results: EPS: JP¥50.29 (down from JP¥57.49 in 2Q 2024). Revenue: JP¥10.6b (down 2.0% from 2Q 2024). Net income: JP¥280.0m (down 13% from 2Q 2024). Profit margin: 2.6% (down from 2.9% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.お知らせ • Aug 28Araya Industrial Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Araya Industrial Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥72.77 (vs JP¥118 in 1Q 2024)First quarter 2025 results: EPS: JP¥72.77 (down from JP¥118 in 1Q 2024). Revenue: JP¥10.9b (down 5.5% from 1Q 2024). Net income: JP¥405.0m (down 38% from 1Q 2024). Profit margin: 3.7% (down from 5.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 48% per year, which means it is well ahead of earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥4,370, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 9x in the Metals and Mining industry in Japan. Total returns to shareholders of 231% over the past three years.お知らせ • Jun 08Araya Industrial Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Araya Industrial Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024分析記事 • May 22What Araya Industrial Co., Ltd.'s (TSE:7305) 41% Share Price Gain Is Not Telling YouThe Araya Industrial Co., Ltd. ( TSE:7305 ) share price has done very well over the last month, posting an excellent...Reported Earnings • May 18Full year 2024 earnings released: EPS: JP¥304 (vs JP¥550 in FY 2023)Full year 2024 results: EPS: JP¥304 (down from JP¥550 in FY 2023). Revenue: JP¥44.6b (down 4.0% from FY 2023). Net income: JP¥1.69b (down 45% from FY 2023). Profit margin: 3.8% (down from 6.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥5,010, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 9x in the Metals and Mining industry in Japan. Total returns to shareholders of 250% over the past three years.お知らせ • May 16Araya Industrial Co., Ltd., Annual General Meeting, Jun 27, 2024Araya Industrial Co., Ltd., Annual General Meeting, Jun 27, 2024.Buy Or Sell Opportunity • Apr 15Now 20% undervaluedOver the last 90 days, the stock has risen 19% to JP¥3,440. The fair value is estimated to be JP¥4,309, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 22%.Upcoming Dividend • Mar 21Upcoming dividend of JP¥140 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (3.5%).お知らせ • Mar 02Araya Industrial Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Araya Industrial Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024分析記事 • Feb 27Araya Industrial Co., Ltd. (TSE:7305) Stock Rockets 31% But Many Are Still Ignoring The CompanyAraya Industrial Co., Ltd. ( TSE:7305 ) shareholders have had their patience rewarded with a 31% share price jump in...Buy Or Sell Opportunity • Feb 19Now 20% undervaluedOver the last 90 days, the stock has risen 21% to JP¥3,530. The fair value is estimated to be JP¥4,418, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 22%.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥73.84 (vs JP¥89.65 in 3Q 2023)Third quarter 2024 results: EPS: JP¥73.84 (down from JP¥89.65 in 3Q 2023). Revenue: JP¥11.6b (down 2.7% from 3Q 2023). Net income: JP¥411.0m (down 18% from 3Q 2023). Profit margin: 3.5% (down from 4.2% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Dec 02Araya Industrial Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Araya Industrial Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥57.49 (vs JP¥165 in 2Q 2023)Second quarter 2024 results: EPS: JP¥57.49 (down from JP¥165 in 2Q 2023). Revenue: JP¥10.9b (down 3.8% from 2Q 2023). Net income: JP¥320.0m (down 65% from 2Q 2023). Profit margin: 2.9% (down from 8.1% in 2Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.New Risk • Oct 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (5.3% average weekly change).お知らせ • Aug 27Araya Industrial Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Araya Industrial Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥118 (vs JP¥170 in 1Q 2023)First quarter 2024 results: EPS: JP¥118 (down from JP¥170 in 1Q 2023). Revenue: JP¥11.5b (down 2.8% from 1Q 2023). Net income: JP¥658.0m (down 30% from 1Q 2023). Profit margin: 5.7% (down from 8.0% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 41% per year.お知らせ • Jun 01Araya Industrial Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Araya Industrial Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥550 (vs JP¥462 in FY 2022)Full year 2023 results: EPS: JP¥550 (up from JP¥462 in FY 2022). Revenue: JP¥46.4b (up 14% from FY 2022). Net income: JP¥3.06b (up 19% from FY 2022). Profit margin: 6.6% (up from 6.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥100.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 9.9% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (4.6%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥89.63 (vs JP¥163 in 3Q 2022)Third quarter 2023 results: EPS: JP¥89.63 (down from JP¥163 in 3Q 2022). Revenue: JP¥11.9b (up 7.3% from 3Q 2022). Net income: JP¥499.0m (down 45% from 3Q 2022). Profit margin: 4.2% (down from 8.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,226, the stock trades at a trailing P/E ratio of 3.5x. Average trailing P/E is 7x in the Metals and Mining industry in Japan. Total returns to shareholders of 81% over the past three years.お知らせ • Nov 27Araya Industrial Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Araya Industrial Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Isako Osako was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥165 (vs JP¥98.80 in 2Q 2022)Second quarter 2023 results: EPS: JP¥165 (up from JP¥98.80 in 2Q 2022). Revenue: JP¥11.3b (up 17% from 2Q 2022). Net income: JP¥918.0m (up 67% from 2Q 2022). Profit margin: 8.1% (up from 5.7% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 19% 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 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Isako Osako was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥165 (vs JP¥98.80 in 2Q 2022)Second quarter 2023 results: EPS: JP¥165 (up from JP¥98.80 in 2Q 2022). Revenue: JP¥11.3b (up 17% from 2Q 2022). Net income: JP¥918.0m (up 67% from 2Q 2022). Profit margin: 8.1% (up from 5.7% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 09 December 2022. Payout ratio is a comfortable 13% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (5.4%).お知らせ • Aug 31Araya Industrial Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Araya Industrial Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,757, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 6x in the Metals and Mining industry in Japan. Total returns to shareholders of 50% over the past three years.Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥170 (vs JP¥67.36 in 1Q 2022)First quarter 2023 results: EPS: JP¥170 (up from JP¥67.36 in 1Q 2022). Revenue: JP¥11.8b (up 32% from 1Q 2022). Net income: JP¥945.0m (up 152% from 1Q 2022). Profit margin: 8.0% (up from 4.2% in 1Q 2022). The increase in margin was driven by higher revenue. 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 2% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 10Araya Industrial Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Araya Industrial Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥462 (vs JP¥231 in FY 2021)Full year 2022 results: EPS: JP¥462 (up from JP¥231 in FY 2021). Revenue: JP¥40.8b (up 12% from FY 2021). Net income: JP¥2.57b (up 100% from FY 2021). Profit margin: 6.3% (up from 3.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% 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 • May 18Araya Industrial Co., Ltd., Annual General Meeting, Jun 24, 2022Araya Industrial Co., Ltd., Annual General Meeting, Jun 24, 2022.Board Change • Apr 27Less 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. 7 non-independent directors. Independent Outside Director Isako Osako was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.お知らせ • Apr 08Araya Industrial Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Araya Industrial Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (4.7%).Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥163 (up from JP¥24.61 in 3Q 2021). Revenue: JP¥11.1b (up 17% from 3Q 2021). Net income: JP¥909.0m (up JP¥772.0m from 3Q 2021). Profit margin: 8.2% (up from 1.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 16Second quarter 2022 earnings released: EPS JP¥98.78 (vs JP¥152 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥9.65b (up 14% from 2Q 2021). Net income: JP¥550.0m (down 35% from 2Q 2021). Profit margin: 5.7% (down from 9.9% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 10 December 2021. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (2.8%).Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥67.36 (vs JP¥5.21 in 1Q 2021)The company reported a solid first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥8.97b (flat on 1Q 2021). Net income: JP¥375.0m (up JP¥346.0m from 1Q 2021). Profit margin: 4.2% (up from 0.3% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 7% per year.Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥231 (vs JP¥127 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥36.5b (down 11% from FY 2020). Net income: JP¥1.28b (up 82% from FY 2020). Profit margin: 3.5% (up from 1.7% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.5%).お知らせ • Mar 04Araya Industrial Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Araya Industrial Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021お知らせ • Feb 23Araya Industrial Co., Ltd. (TSE:7305) resolved to acquire additional 15% stake in Araya Special Metal Co., Ltd.Araya Industrial Co., Ltd. (TSE:7305) resolved to acquire additional 15% stake in Araya Special Metal Co., Ltd. on February 22, 2021. Under the terms Araya Industrial Co., Ltd. will acquire 0.09 million shares. Pre acquisition Araya Special Metal Co., Ltd holds 85% stake and Post acquisition Araya Industrial Co., Ltd. will hold 100% stake in Araya Special Metal Co., Ltd. Transaction is expected to complete in March 3, 2021.Is New 90 Day High Low • Feb 20New 90-day high: JP¥1,433The company is up 24% from its price of JP¥1,155 on 20 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 22% over the same period.Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥24.60 (vs JP¥52.24 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥9.48b (down 11% from 3Q 2020). Net income: JP¥137.0m (down 53% from 3Q 2020). Profit margin: 1.4% (down from 2.7% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Jan 28New 90-day high: JP¥1,361The company is up 19% from its price of JP¥1,139 on 30 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 22% over the same period.Is New 90 Day High Low • Jan 12New 90-day high: JP¥1,267The company is up 11% from its price of JP¥1,146 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 27% over the same period.Is New 90 Day High Low • Dec 11New 90-day high: JP¥1,192The company is up 11% from its price of JP¥1,078 on 11 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 10.0% over the same period.お知らせ • Dec 10Araya Industrial Co., Ltd. to Report Q3, 2021 Results on Feb 12, 2021Araya Industrial Co., Ltd. announced that they will report Q3, 2021 results on Feb 12, 2021お知らせ • Sep 12Araya Industrial Co., Ltd. to Report Q2, 2021 Results on Nov 12, 2020Araya Industrial Co., Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020お知らせ • Jun 28Araya Industrial Co., Ltd. to Report Q1, 2021 Results on Aug 07, 2020Araya Industrial Co., Ltd. announced that they will report Q1, 2021 results on Aug 07, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Araya Industrial は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:7305 - 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6/30/202641,0191,724N/AN/AN/A3/31/202640,4471,5211,8923,402N/A12/31/202540,6072,009N/AN/AN/A9/30/202541,1852,0323911,287N/A6/30/202542,2722,110N/AN/AN/A3/31/202542,8452,1281,8792,733N/A12/31/202443,1221,543N/AN/AN/A9/30/202443,7041,3983,1513,818N/A6/30/202443,9201,438N/AN/AN/A3/31/202444,5561,6912,4092,872N/A12/31/202345,3492,087N/AN/AN/A9/30/202345,6712,1752,2222,526N/A6/30/202346,0952,773N/AN/AN/A3/31/202346,4263,0601,0022,067N/A12/31/202246,0743,101N/AN/AN/A9/30/202245,2623,511-621957N/A6/30/202243,6263,143N/AN/AN/A3/31/202240,7602,5732941,220N/A12/31/202139,3182,108N/AN/AN/A9/30/202137,7051,3361,7002,257N/A6/30/202136,5601,630N/AN/AN/A3/31/202136,5041,2847722,314N/A12/31/202036,6881,057N/AN/AN/A9/30/202037,8391,211-1,2321,704N/A6/30/202039,635548N/AN/AN/A3/31/202041,046706N/A1,455N/A12/31/201941,9151,041N/AN/AN/A9/30/201942,7651,211N/A976N/A6/30/201943,0821,303N/AN/AN/A3/31/201943,2561,502N/A1,778N/A12/31/201842,9771,449N/AN/AN/A9/30/201841,7701,407N/A2,014N/A6/30/201840,8891,504N/AN/AN/A3/31/201839,7361,576N/A1,338N/A12/31/201739,4301,723N/AN/AN/A9/30/201738,4271,796N/A1,840N/A6/30/201737,3441,600N/AN/AN/A3/31/201736,3631,296N/A1,966N/A12/31/201635,577825N/AN/AN/A9/30/201635,556468N/A1,462N/A6/30/201635,803325N/AN/AN/A3/31/201636,032215N/A651N/A12/31/201536,538207N/AN/AN/A9/30/201536,599344N/A245N/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: 7305の予測収益成長が 貯蓄率 ( 0.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 7305の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 7305の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 7305の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 7305の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 7305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2026/08/21 05:13終値2026/08/21 00:00収益2026/06/30年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Araya Industrial Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Reported Earnings • Aug 10First quarter 2027 earnings released: EPS: JP¥61.88 (vs JP¥40.59 in 1Q 2026)First quarter 2027 results: EPS: JP¥61.88 (up from JP¥40.59 in 1Q 2026). Revenue: JP¥10.9b (up 5.6% from 1Q 2026). Net income: JP¥590.0m (up 53% from 1Q 2026). Profit margin: 5.4% (up from 3.8% in 1Q 2026). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 26% per year, which means it is well ahead of earnings.
お知らせ • Jun 01Araya Industrial Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Araya Industrial Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 18Full year 2026 earnings released: EPS: JP¥319 (vs JP¥196 in FY 2025)Full year 2026 results: EPS: JP¥319. Revenue: JP¥40.4b (down 5.6% from FY 2025). Net income: JP¥1.52b (down 28% from FY 2025). Profit margin: 3.8% (down from 5.0% in FY 2025). The decrease in margin was driven by lower revenue.
New Risk • May 17New major risk - Revenue and earnings growthEarnings have declined by 2.7% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.7% per year over the past 5 years. Minor Risks Dividend is not well covered by cash flows (301% cash payout ratio). Large one-off items impacting financial results.
お知らせ • May 13Araya Industrial Co., Ltd., Annual General Meeting, Jun 25, 2026Araya Industrial Co., Ltd., Annual General Meeting, Jun 25, 2026.
お知らせ • May 10Araya Industrial Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Araya Industrial Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
New Risk • Mar 29New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥10.6b (US$66.1m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (301% cash payout ratio). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥10.6b market cap, or US$66.1m).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥200 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 48% but the company is paying out more than the cash it is generating. Trailing yield: 5.7%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%).
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: JP¥112 (vs JP¥99.86 in 3Q 2025)Third quarter 2026 results: EPS: JP¥112. Revenue: JP¥10.4b (down 5.3% from 3Q 2025). Net income: JP¥533.0m (down 4.1% from 3Q 2025). Profit margin: 5.1% (in line with 3Q 2025).
お知らせ • Dec 02Araya Industrial Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Araya Industrial Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
分析記事 • Nov 19We Think You Should Be Aware Of Some Concerning Factors In Araya Industrial's (TSE:7305) EarningsAraya Industrial Co., Ltd.'s ( TSE:7305 ) stock didn't jump after it announced some healthy earnings. We did some...
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥42.37 (vs JP¥50.30 in 2Q 2025)Second quarter 2026 results: EPS: JP¥42.37 (down from JP¥50.30 in 2Q 2025). Revenue: JP¥9.55b (down 10% from 2Q 2025). Net income: JP¥202.0m (down 28% from 2Q 2025). Profit margin: 2.1% (down from 2.6% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 31% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 74% and the cash payout ratio is 76%. Trailing yield: 5.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%).
お知らせ • Sep 04Araya Industrial Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025Araya Industrial Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025
Reported Earnings • Aug 11First quarter 2026 earnings released: EPS: JP¥81.18 (vs JP¥72.77 in 1Q 2025)First quarter 2026 results: EPS: JP¥81.18. Revenue: JP¥10.3b (down 5.3% from 1Q 2025). Net income: JP¥387.0m (down 4.4% from 1Q 2025). Profit margin: 3.8% (up from 3.7% in 1Q 2025).
お知らせ • Jun 06Araya Industrial Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Araya Industrial Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 15Full year 2025 earnings released: EPS: JP¥392 (vs JP¥304 in FY 2024)Full year 2025 results: EPS: JP¥392 (up from JP¥304 in FY 2024). Revenue: JP¥42.8b (down 3.8% from FY 2024). Net income: JP¥2.13b (up 26% from FY 2024). Profit margin: 5.0% (up from 3.8% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.
お知らせ • May 13Araya Industrial Co., Ltd., Annual General Meeting, Jun 26, 2025Araya Industrial Co., Ltd., Annual General Meeting, Jun 26, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥200 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is on the higher end at 92%, however this is supported by cash flows. Trailing yield: 6.2%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (4.1%).
お知らせ • Mar 04Araya Industrial Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Araya Industrial Co., Ltd. announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 13, 2025
お知らせ • Feb 12Araya Industrial Co., Ltd. (TSE:7305) announces an Equity Buyback for 800,000 shares, for ¥4,336 million.Araya Industrial Co., Ltd. (TSE:7305) announces a share repurchase program. Under the program, the company will repurchase up to 800,000 shares, representing 14.29% of its issued share capital, for ¥4,336 million. The shares will be repurchased at a price of ¥5,420 per share. The acquisition is part of a strategy to return value to shareholders. The results will be announced after trading on February 12, 2025. As of December 31, 2024, the company had 5,599,809 issued shares (excluding treasury shares) and 445,517 treasury shares.
お知らせ • Dec 03Araya Industrial Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025Araya Industrial Co., Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥50.29 (vs JP¥57.49 in 2Q 2024)Second quarter 2025 results: EPS: JP¥50.29 (down from JP¥57.49 in 2Q 2024). Revenue: JP¥10.6b (down 2.0% from 2Q 2024). Net income: JP¥280.0m (down 13% from 2Q 2024). Profit margin: 2.6% (down from 2.9% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 38% per year, which means it is well ahead of earnings.
お知らせ • Aug 28Araya Industrial Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Araya Industrial Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥72.77 (vs JP¥118 in 1Q 2024)First quarter 2025 results: EPS: JP¥72.77 (down from JP¥118 in 1Q 2024). Revenue: JP¥10.9b (down 5.5% from 1Q 2024). Net income: JP¥405.0m (down 38% from 1Q 2024). Profit margin: 3.7% (down from 5.7% in 1Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 48% per year, which means it is well ahead of earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥4,370, the stock trades at a trailing P/E ratio of 14.4x. Average trailing P/E is 9x in the Metals and Mining industry in Japan. Total returns to shareholders of 231% over the past three years.
お知らせ • Jun 08Araya Industrial Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Araya Industrial Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
分析記事 • May 22What Araya Industrial Co., Ltd.'s (TSE:7305) 41% Share Price Gain Is Not Telling YouThe Araya Industrial Co., Ltd. ( TSE:7305 ) share price has done very well over the last month, posting an excellent...
Reported Earnings • May 18Full year 2024 earnings released: EPS: JP¥304 (vs JP¥550 in FY 2023)Full year 2024 results: EPS: JP¥304 (down from JP¥550 in FY 2023). Revenue: JP¥44.6b (down 4.0% from FY 2023). Net income: JP¥1.69b (down 45% from FY 2023). Profit margin: 3.8% (down from 6.6% in FY 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 46% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 16Investor sentiment improves as stock rises 26%After last week's 26% share price gain to JP¥5,010, the stock trades at a trailing P/E ratio of 13.4x. Average trailing P/E is 9x in the Metals and Mining industry in Japan. Total returns to shareholders of 250% over the past three years.
お知らせ • May 16Araya Industrial Co., Ltd., Annual General Meeting, Jun 27, 2024Araya Industrial Co., Ltd., Annual General Meeting, Jun 27, 2024.
Buy Or Sell Opportunity • Apr 15Now 20% undervaluedOver the last 90 days, the stock has risen 19% to JP¥3,440. The fair value is estimated to be JP¥4,309, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 22%.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥140 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 3.5%. Within top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (3.5%).
お知らせ • Mar 02Araya Industrial Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Araya Industrial Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
分析記事 • Feb 27Araya Industrial Co., Ltd. (TSE:7305) Stock Rockets 31% But Many Are Still Ignoring The CompanyAraya Industrial Co., Ltd. ( TSE:7305 ) shareholders have had their patience rewarded with a 31% share price jump in...
Buy Or Sell Opportunity • Feb 19Now 20% undervaluedOver the last 90 days, the stock has risen 21% to JP¥3,530. The fair value is estimated to be JP¥4,418, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 22%.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥73.84 (vs JP¥89.65 in 3Q 2023)Third quarter 2024 results: EPS: JP¥73.84 (down from JP¥89.65 in 3Q 2023). Revenue: JP¥11.6b (down 2.7% from 3Q 2023). Net income: JP¥411.0m (down 18% from 3Q 2023). Profit margin: 3.5% (down from 4.2% in 3Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 32% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Dec 02Araya Industrial Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Araya Industrial Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 11Second quarter 2024 earnings released: EPS: JP¥57.49 (vs JP¥165 in 2Q 2023)Second quarter 2024 results: EPS: JP¥57.49 (down from JP¥165 in 2Q 2023). Revenue: JP¥10.9b (down 3.8% from 2Q 2023). Net income: JP¥320.0m (down 65% from 2Q 2023). Profit margin: 2.9% (down from 8.1% in 2Q 2023). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
New Risk • Oct 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.3% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (5.3% average weekly change).
お知らせ • Aug 27Araya Industrial Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023Araya Industrial Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥118 (vs JP¥170 in 1Q 2023)First quarter 2024 results: EPS: JP¥118 (down from JP¥170 in 1Q 2023). Revenue: JP¥11.5b (down 2.8% from 1Q 2023). Net income: JP¥658.0m (down 30% from 1Q 2023). Profit margin: 5.7% (down from 8.0% in 1Q 2023). Over the last 3 years on average, earnings per share has increased by 44% per year whereas the company’s share price has increased by 41% per year.
お知らせ • Jun 01Araya Industrial Co., Ltd. to Report Q1, 2024 Results on Aug 09, 2023Araya Industrial Co., Ltd. announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥550 (vs JP¥462 in FY 2022)Full year 2023 results: EPS: JP¥550 (up from JP¥462 in FY 2022). Revenue: JP¥46.4b (up 14% from FY 2022). Net income: JP¥3.06b (up 19% from FY 2022). Profit margin: 6.6% (up from 6.3% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥100.00 per share at 3.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 9.9% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (4.6%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥89.63 (vs JP¥163 in 3Q 2022)Third quarter 2023 results: EPS: JP¥89.63 (down from JP¥163 in 3Q 2022). Revenue: JP¥11.9b (up 7.3% from 3Q 2022). Net income: JP¥499.0m (down 45% from 3Q 2022). Profit margin: 4.2% (down from 8.2% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥2,226, the stock trades at a trailing P/E ratio of 3.5x. Average trailing P/E is 7x in the Metals and Mining industry in Japan. Total returns to shareholders of 81% over the past three years.
お知らせ • Nov 27Araya Industrial Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023Araya Industrial Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Isako Osako was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥165 (vs JP¥98.80 in 2Q 2022)Second quarter 2023 results: EPS: JP¥165 (up from JP¥98.80 in 2Q 2022). Revenue: JP¥11.3b (up 17% from 2Q 2022). Net income: JP¥918.0m (up 67% from 2Q 2022). Profit margin: 8.1% (up from 5.7% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 19% 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 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Isako Osako was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 13Second quarter 2023 earnings released: EPS: JP¥165 (vs JP¥98.80 in 2Q 2022)Second quarter 2023 results: EPS: JP¥165 (up from JP¥98.80 in 2Q 2022). Revenue: JP¥11.3b (up 17% from 2Q 2022). Net income: JP¥918.0m (up 67% from 2Q 2022). Profit margin: 8.1% (up from 5.7% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 09 December 2022. Payout ratio is a comfortable 13% but the company is paying out more than the cash it is generating. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (5.4%).
お知らせ • Aug 31Araya Industrial Co., Ltd. to Report Q2, 2023 Results on Nov 11, 2022Araya Industrial Co., Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022
Valuation Update With 7 Day Price Move • Aug 12Investor sentiment improved over the past weekAfter last week's 20% share price gain to JP¥1,757, the stock trades at a trailing P/E ratio of 3.1x. Average trailing P/E is 6x in the Metals and Mining industry in Japan. Total returns to shareholders of 50% over the past three years.
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥170 (vs JP¥67.36 in 1Q 2022)First quarter 2023 results: EPS: JP¥170 (up from JP¥67.36 in 1Q 2022). Revenue: JP¥11.8b (up 32% from 1Q 2022). Net income: JP¥945.0m (up 152% from 1Q 2022). Profit margin: 8.0% (up from 4.2% in 1Q 2022). The increase in margin was driven by higher revenue. 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 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 10Araya Industrial Co., Ltd. to Report Q1, 2023 Results on Aug 05, 2022Araya Industrial Co., Ltd. announced that they will report Q1, 2023 results on Aug 05, 2022
Reported Earnings • May 18Full year 2022 earnings released: EPS: JP¥462 (vs JP¥231 in FY 2021)Full year 2022 results: EPS: JP¥462 (up from JP¥231 in FY 2021). Revenue: JP¥40.8b (up 12% from FY 2021). Net income: JP¥2.57b (up 100% from FY 2021). Profit margin: 6.3% (up from 3.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 23% 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 • May 18Araya Industrial Co., Ltd., Annual General Meeting, Jun 24, 2022Araya Industrial Co., Ltd., Annual General Meeting, Jun 24, 2022.
Board Change • Apr 27Less 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. 7 non-independent directors. Independent Outside Director Isako Osako was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
お知らせ • Apr 08Araya Industrial Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Araya Industrial Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (4.7%).
Reported Earnings • Feb 12Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥163 (up from JP¥24.61 in 3Q 2021). Revenue: JP¥11.1b (up 17% from 3Q 2021). Net income: JP¥909.0m (up JP¥772.0m from 3Q 2021). Profit margin: 8.2% (up from 1.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 16Second quarter 2022 earnings released: EPS JP¥98.78 (vs JP¥152 in 2Q 2021)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥9.65b (up 14% from 2Q 2021). Net income: JP¥550.0m (down 35% from 2Q 2021). Profit margin: 5.7% (down from 9.9% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 10 December 2021. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (2.8%).
Reported Earnings • Aug 09First quarter 2022 earnings released: EPS JP¥67.36 (vs JP¥5.21 in 1Q 2021)The company reported a solid first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥8.97b (flat on 1Q 2021). Net income: JP¥375.0m (up JP¥346.0m from 1Q 2021). Profit margin: 4.2% (up from 0.3% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 7% per year.
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥231 (vs JP¥127 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥36.5b (down 11% from FY 2020). Net income: JP¥1.28b (up 82% from FY 2020). Profit margin: 3.5% (up from 1.7% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.5%).
お知らせ • Mar 04Araya Industrial Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Araya Industrial Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021
お知らせ • Feb 23Araya Industrial Co., Ltd. (TSE:7305) resolved to acquire additional 15% stake in Araya Special Metal Co., Ltd.Araya Industrial Co., Ltd. (TSE:7305) resolved to acquire additional 15% stake in Araya Special Metal Co., Ltd. on February 22, 2021. Under the terms Araya Industrial Co., Ltd. will acquire 0.09 million shares. Pre acquisition Araya Special Metal Co., Ltd holds 85% stake and Post acquisition Araya Industrial Co., Ltd. will hold 100% stake in Araya Special Metal Co., Ltd. Transaction is expected to complete in March 3, 2021.
Is New 90 Day High Low • Feb 20New 90-day high: JP¥1,433The company is up 24% from its price of JP¥1,155 on 20 November 2020. The Japanese market is up 11% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 22% over the same period.
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥24.60 (vs JP¥52.24 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥9.48b (down 11% from 3Q 2020). Net income: JP¥137.0m (down 53% from 3Q 2020). Profit margin: 1.4% (down from 2.7% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Jan 28New 90-day high: JP¥1,361The company is up 19% from its price of JP¥1,139 on 30 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 22% over the same period.
Is New 90 Day High Low • Jan 12New 90-day high: JP¥1,267The company is up 11% from its price of JP¥1,146 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 27% over the same period.
Is New 90 Day High Low • Dec 11New 90-day high: JP¥1,192The company is up 11% from its price of JP¥1,078 on 11 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 10.0% over the same period.
お知らせ • Dec 10Araya Industrial Co., Ltd. to Report Q3, 2021 Results on Feb 12, 2021Araya Industrial Co., Ltd. announced that they will report Q3, 2021 results on Feb 12, 2021
お知らせ • Sep 12Araya Industrial Co., Ltd. to Report Q2, 2021 Results on Nov 12, 2020Araya Industrial Co., Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020
お知らせ • Jun 28Araya Industrial Co., Ltd. to Report Q1, 2021 Results on Aug 07, 2020Araya Industrial Co., Ltd. announced that they will report Q1, 2021 results on Aug 07, 2020