Paltac（8283）株式概要株式会社Paltacは日本で化粧品、日用品、一般用医薬品の卸売りを行っている。 詳細8283 ファンダメンタル分析スノーフレーク・スコア評価1/6将来の成長1/6過去の実績1/6財務の健全性6/6配当金3/6報酬当社が推定した公正価値より17.9%で取引されている 収益は年間4.29%増加すると予測されています 過去 1 年間で収益は4.2%増加しましたリスク分析JP市場と比較した過去 3 か月間の株価の変動すべてのリスクチェックを見る8283 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥6.63k0.4% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture01t2016201920222025202620282031Revenue JP¥1.5tEarnings JP¥25.9bAdvancedSet Fair ValueView all narrativesPaltac Corporation 競合他社HappinetSymbol: TSE:7552Market cap: JP¥115.2bCentral Automotive ProductsSymbol: TSE:8117Market cap: JP¥108.5bDoshishaLtdSymbol: TSE:7483Market cap: JP¥105.8bArataSymbol: TSE:2733Market cap: JP¥88.0b価格と性能株価の高値、安値、推移の概要Paltac過去の株価現在の株価JP¥6,630.0052週高値JP¥6,639.0052週安値JP¥3,944.00ベータ-0.0341ヶ月の変化44.70%3ヶ月変化34.89%1年変化62.14%3年間の変化35.72%5年間の変化13.33%IPOからの変化379.28%最新ニュースNew Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.6% 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. This is currently the only risk that has been identified for the company.ライブニュース • May 13Medipal Holdings to Acquire Paltac at Record Price With Delisting and Dividend Halt ExpectedMedipal Holdings plans to fully acquire subsidiary Paltac through a tender offer at an all-time high price, with the deal expected to result in Paltac’s delisting. Paltac reported net sales up 4.2% year over year, supported by high value-added products, while operating profit fell 5.6% as logistics and SG&A costs increased. The board has endorsed the tender offer, suspended the previously authorized share buyback, and halted both interim and year-end dividends for the fiscal year ending March 31, 2027, in line with the transaction structure and expectations around surplus dividends. This transaction points to a tighter integration of Paltac within the Medipal group, with planned capital investment aimed at expanding logistics capacity and aligning operations more closely. Investors holding Paltac stock face a choice between tendering into the offer or remaining until delisting, with no interim or year-end dividend expected over the stated period.お知らせ • May 13MediPal Holdings Corporation (TSE:7459) proposed to acquire remaining 47.60% stake in Paltac Corporation (TSE:8283) from State Street Bank & Trust Company 505103, JP Morgan Chase Bank 385632, State Street Bank & Trust Company 505001 Obayashi Group, BNYM AS Agt CLTS 10 Percent, BBH For Fidelity Low-Priced STOCK Fund and NORTHERN TRUST CO. (AVFC) RE FIDELITY FUNDS for approximately ¥190 billion.MediPal Holdings Corporation (TSE:7459) proposed to acquire remaining 47.60% stake in Paltac Corporation (TSE:8283) from State Street Bank & Trust Company 505103, JP Morgan Chase Bank 385632, State Street Bank & Trust Company 505001 Obayashi Group, BNYM AS Agt CLTS 10 Percent, BBH For Fidelity Low-Priced STOCK Fund and NORTHERN TRUST CO. (AVFC) RE FIDELITY FUNDS for approximately ¥190 billion on May 8, 2026. A cash consideration of ¥192.46 billion valued at ¥6650 per share will be paid by MediPal Holdings Corporation. As part of consideration, ¥192.46 billion is paid towards common equity of Paltac Corporation. Upon completion, MediPal Holdings Corporation will hold 100% stake of Paltac Corporation. The transaction will be funded by means of loans from Mizuho Bank, Ltd. The transaction is subject to minimum tender. The Board of Directors of Paltac Corporation formed a special committee for the transaction. The expected completion of the transaction is on July 7, 2026. Nishimura & Asahi acted as legal advisor for MediPal Holdings Corporation. Nomura Securities Co., Ltd. acted as financial advisor for MediPal Holdings Corporation. Oh-Ebashi LPC & Partners acted as legal advisor for Paltac Corporation. Daiwa Securities Co. Ltd. acted as financial advisor for Paltac Corporation. Anderson Mori & Tomotsune acted as legal advisor for Paltac Corporation. Plutus Consulting Co., Ltd. acted as financial advisor and fairness opinion provider for Paltac Corporation.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥5,345, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Retail Distributors industry in Japan. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,843 per share.お知らせ • May 11Paltac Corporation, Annual General Meeting, Jun 19, 2026Paltac Corporation, Annual General Meeting, Jun 19, 2026.お知らせ • May 10Paltac Corporation to Report Fiscal Year 2026 Results on May 11, 2026Paltac Corporation announced that they will report fiscal year 2026 results on May 11, 2026最新情報をもっと見るRecent updatesNew Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.6% 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. This is currently the only risk that has been identified for the company.ライブニュース • May 13Medipal Holdings to Acquire Paltac at Record Price With Delisting and Dividend Halt ExpectedMedipal Holdings plans to fully acquire subsidiary Paltac through a tender offer at an all-time high price, with the deal expected to result in Paltac’s delisting. Paltac reported net sales up 4.2% year over year, supported by high value-added products, while operating profit fell 5.6% as logistics and SG&A costs increased. The board has endorsed the tender offer, suspended the previously authorized share buyback, and halted both interim and year-end dividends for the fiscal year ending March 31, 2027, in line with the transaction structure and expectations around surplus dividends. This transaction points to a tighter integration of Paltac within the Medipal group, with planned capital investment aimed at expanding logistics capacity and aligning operations more closely. Investors holding Paltac stock face a choice between tendering into the offer or remaining until delisting, with no interim or year-end dividend expected over the stated period.お知らせ • May 13MediPal Holdings Corporation (TSE:7459) proposed to acquire remaining 47.60% stake in Paltac Corporation (TSE:8283) from State Street Bank & Trust Company 505103, JP Morgan Chase Bank 385632, State Street Bank & Trust Company 505001 Obayashi Group, BNYM AS Agt CLTS 10 Percent, BBH For Fidelity Low-Priced STOCK Fund and NORTHERN TRUST CO. (AVFC) RE FIDELITY FUNDS for approximately ¥190 billion.MediPal Holdings Corporation (TSE:7459) proposed to acquire remaining 47.60% stake in Paltac Corporation (TSE:8283) from State Street Bank & Trust Company 505103, JP Morgan Chase Bank 385632, State Street Bank & Trust Company 505001 Obayashi Group, BNYM AS Agt CLTS 10 Percent, BBH For Fidelity Low-Priced STOCK Fund and NORTHERN TRUST CO. (AVFC) RE FIDELITY FUNDS for approximately ¥190 billion on May 8, 2026. A cash consideration of ¥192.46 billion valued at ¥6650 per share will be paid by MediPal Holdings Corporation. As part of consideration, ¥192.46 billion is paid towards common equity of Paltac Corporation. Upon completion, MediPal Holdings Corporation will hold 100% stake of Paltac Corporation. The transaction will be funded by means of loans from Mizuho Bank, Ltd. The transaction is subject to minimum tender. The Board of Directors of Paltac Corporation formed a special committee for the transaction. The expected completion of the transaction is on July 7, 2026. Nishimura & Asahi acted as legal advisor for MediPal Holdings Corporation. Nomura Securities Co., Ltd. acted as financial advisor for MediPal Holdings Corporation. Oh-Ebashi LPC & Partners acted as legal advisor for Paltac Corporation. Daiwa Securities Co. Ltd. acted as financial advisor for Paltac Corporation. Anderson Mori & Tomotsune acted as legal advisor for Paltac Corporation. Plutus Consulting Co., Ltd. acted as financial advisor and fairness opinion provider for Paltac Corporation.Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥5,345, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Retail Distributors industry in Japan. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,843 per share.お知らせ • May 11Paltac Corporation, Annual General Meeting, Jun 19, 2026Paltac Corporation, Annual General Meeting, Jun 19, 2026.お知らせ • May 10Paltac Corporation to Report Fiscal Year 2026 Results on May 11, 2026Paltac Corporation announced that they will report fiscal year 2026 results on May 11, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥63.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.9%).Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥101 (vs JP¥103 in 3Q 2025)Third quarter 2026 results: EPS: JP¥101 (down from JP¥103 in 3Q 2025). Revenue: JP¥325.5b (up 4.8% from 3Q 2025). Net income: JP¥6.18b (down 3.2% from 3Q 2025). Profit margin: 1.9% (down from 2.1% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Retail Distributors industry in Japan.分析記事 • Dec 03Paltac's (TSE:8283) Upcoming Dividend Will Be Larger Than Last Year'sPaltac Corporation ( TSE:8283 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Dec 02Paltac Corporation to Report Q3, 2026 Results on Feb 06, 2026Paltac Corporation announced that they will report Q3, 2026 results on Feb 06, 2026Declared Dividend • Dec 02First half dividend of JP¥63.00 announcedShareholders will receive a dividend of JP¥63.00. Ex-date: 30th March 2026 Payment date: 2nd June 2026 Dividend yield will be 2.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 10% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Sep 22Upcoming dividend of JP¥57.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).分析記事 • Sep 03Paltac (TSE:8283) Has Announced That It Will Be Increasing Its Dividend To ¥57.00Paltac Corporation ( TSE:8283 ) has announced that it will be increasing its dividend from last year's comparable...お知らせ • Sep 02Paltac Corporation to Report Q2, 2026 Results on Nov 04, 2025Paltac Corporation announced that they will report Q2, 2026 results on Nov 04, 2025Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥101 (vs JP¥55.60 in 1Q 2025)First quarter 2026 results: EPS: JP¥101 (up from JP¥55.60 in 1Q 2025). Revenue: JP¥316.0b (up 18% from 1Q 2025). Net income: JP¥6.24b (up 79% from 1Q 2025). Profit margin: 2.0% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Retail Distributors industry in Japan.分析記事 • Aug 06Paltac (TSE:8283) Has Announced That It Will Be Increasing Its Dividend To ¥57.00The board of Paltac Corporation ( TSE:8283 ) has announced that it will be paying its dividend of ¥57.00 on the 2nd of...お知らせ • Aug 04Paltac Corporation (TSE:8283) announces an Equity Buyback for 1,500,000 shares, representing 2.43% for ¥5,000 million.Paltac Corporation (TSE:8283) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 2.43% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and implement flexible capital policies in response to the business environment. The program will be valid till May 29, 2026. As of June 30, 2025, the company had 61,676,089 issued shares (excluding treasury stock) and 1,323,911 treasury shares.分析記事 • Jul 23Paltac's (TSE:8283) Shareholders Will Receive A Bigger Dividend Than Last YearPaltac Corporation ( TSE:8283 ) will increase its dividend from last year's comparable payment on the 2nd of December...分析記事 • Jul 09Paltac (TSE:8283) Is Paying Out A Larger Dividend Than Last YearPaltac Corporation's ( TSE:8283 ) dividend will be increasing from last year's payment of the same period to ¥57.00 on...Declared Dividend • Jul 09Final dividend of JP¥57.00 announcedShareholders will receive a dividend of JP¥57.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Jul 04New minor risk - Financial data availabilityLess than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. This is currently the only risk that has been identified for the company.お知らせ • Jun 03Paltac Corporation to Report Q1, 2026 Results on Aug 04, 2025Paltac Corporation announced that they will report Q1, 2026 results on Aug 04, 2025お知らせ • May 12+ 2 more updatesPaltac Corporation, Annual General Meeting, Jun 20, 2025Paltac Corporation, Annual General Meeting, Jun 20, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 02 June 2025. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.8%).お知らせ • Mar 04Paltac Corporation to Report Fiscal Year 2025 Results on May 12, 2025Paltac Corporation announced that they will report fiscal year 2025 results on May 12, 2025お知らせ • Dec 06Paltac Corporation to Report Q3, 2025 Results on Feb 03, 2025Paltac Corporation announced that they will report Q3, 2025 results on Feb 03, 2025Declared Dividend • Dec 03Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 28th March 2025 Payment date: 2nd June 2025 Dividend yield will be 2.4%, which is higher than the industry average of 2.1%. Sustainability & Growth The dividend has increased by an average of 3.6% per year over the past 4 years and payments have been stable during that time.Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.7%).お知らせ • Aug 28Paltac Corporation to Report Q2, 2025 Results on Oct 28, 2024Paltac Corporation announced that they will report Q2, 2025 results on Oct 28, 2024Price Target Changed • Jul 29Price target decreased by 8.3% to JP¥5,118Down from JP¥5,580, the current price target is an average from 2 analysts. New target price is 18% above last closing price of JP¥4,330. Stock is down 9.3% over the past year. The company is forecast to post earnings per share of JP¥324 for next year compared to JP¥191 last year.お知らせ • Jul 29Paltac Corporation (TSE:8283) announces an Equity Buyback for 1,500,000 shares, representing 2.39% for ¥5,000 million.Paltac Corporation (TSE:8283) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 2.39% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to enable the enhancement of shareholder returns, improvement of capital efficiency, and flexible execution of capital policies according to the business environment, while keeping in mind the return to the environment and society. The program will be valid till March 31, 2025. As of July 29, 2024, the company had 62,846,689 issued shares (excluding treasury stock) and 153,311 treasury shares.Declared Dividend • Jul 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.3%, which is higher than the industry average of 2.1%. Sustainability & Growth The dividend has increased by an average of 4.9% per year over the past 3 years and payments have been stable during that time.お知らせ • May 28+ 1 more updatePaltac Corporation Announces Dividend for the Fiscal Year Ending March 31, 2024, Payable on May 31, 2024 and Provides Dividend Guidance for the Second Quarter End and for Full Year Ending March 31, 2025Paltac Corporation announces dividend for the fiscal year ending March 2024 and provides dividend guidance for the second quarter end and for the year ending March 31, 2025. For the second quarter end the company announces dividend of JPY 49 per share compared to JPY 41 per share a year ago, payable on May 31, 2024.For the second year end, The company expects dividend of JPY 50 per share compare to JPY 45 per share a year agoFor the fiscal year ending march 31, 2025, the company expects dividend of JPY 55 per share compare to JPY 49 a year ago.分析記事 • May 23Paltac Corporation's (TSE:8283) Share Price Could Signal Some RiskWith a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...お知らせ • May 15Paltac Corporation, Annual General Meeting, Jun 21, 2024Paltac Corporation, Annual General Meeting, Jun 21, 2024.Buy Or Sell Opportunity • May 14Now 24% undervaluedOver the last 90 days, the stock has risen 3.8% to JP¥4,308. The fair value is estimated to be JP¥5,661, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.Buy Or Sell Opportunity • Apr 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.2% to JP¥4,144. The fair value is estimated to be JP¥5,210, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.4%).Buy Or Sell Opportunity • Mar 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥4,157. The fair value is estimated to be JP¥5,218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.分析記事 • Mar 04Paltac's (TSE:8283) Dividend Will Be ¥45.00The board of Paltac Corporation ( TSE:8283 ) has announced that it will pay a dividend of ¥45.00 per share on the 3rd...お知らせ • Mar 02Paltac Corporation to Report Fiscal Year 2024 Results on May 13, 2024Paltac Corporation announced that they will report fiscal year 2024 results on May 13, 2024Buy Or Sell Opportunity • Feb 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥4,150. The fair value is estimated to be JP¥5,221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has declined by 4.1%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.お知らせ • Nov 30Paltac Corporation to Report Q3, 2024 Results on Jan 31, 2024Paltac Corporation announced that they will report Q3, 2024 results on Jan 31, 2024Buying Opportunity • Nov 05Now 20% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be JP¥6,301, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has declined by 9.2%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 7.0% per annum over the same time period.Upcoming Dividend • Sep 21Upcoming dividend of JP¥45.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.3%).お知らせ • Aug 30Paltac Corporation to Report Q2, 2024 Results on Oct 30, 2023Paltac Corporation announced that they will report Q2, 2024 results on Oct 30, 2023Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: JP¥87.91 (vs JP¥80.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥87.91 (up from JP¥80.51 in 1Q 2023). Revenue: JP¥293.5b (up 6.3% from 1Q 2023). Net income: JP¥5.53b (up 9.2% from 1Q 2023). Profit margin: 1.9% (up from 1.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 8% per year.お知らせ • Aug 10+ 1 more updatePaltac Corporation Provides Earnings Guidance for the First Six Months and Full Fiscal Year Ending March 31, 2024Paltac Corporation provided earnings guidance for the first six months and full fiscal year ending March 31, 2024. For the six months, the company expects net sales to be JPY 577,000 million, Operating profit to be JPY 12,900 million, profit to be JPY 9,900 million or JPY 157.53 per share.For the full year, the company expects net sales to be JPY 1,142,000 million, Operating profit to be JPY 26,500 million, profit to be JPY 20,300 million or JPY 323.01 per share.Board Change • Jul 22High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director & Senior Managing Executive Officer Yoshitaka Yamada was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Buying Opportunity • Jul 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.1%. The fair value is estimated to be JP¥5,953, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 7.0% per annum over the same time period.お知らせ • May 31Paltac Corporation to Report Q1, 2024 Results on Jul 31, 2023Paltac Corporation announced that they will report Q1, 2024 results on Jul 31, 2023お知らせ • May 22+ 1 more updatePaltac Corporation Provides Earnings Guidance for the First Six Months and Full Fiscal Year Ending March 31, 2024Paltac Corporation provides earnings guidance for the first six months and full fiscal year ending March 31, 2024. For the six months, the company expects net sales to be JPY 577,000 million, Operating profit to be JPY 12,900 million, profit to be JPY 9,900 million or JPY 157.53 per share.For the full year, the company expects net sales to be JPY 1,142,000 million, Operating profit to be JPY 26,500 million, profit to be JPY 20,300 million or JPY 323.01 per share.お知らせ • May 13Paltac Corporation, Annual General Meeting, Jun 23, 2023Paltac Corporation, Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥41.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.4%).Reported Earnings • Feb 12Third quarter 2023 earnings releasedThird quarter 2023 results: Net income: (down JP¥4.58b from profit in 3Q 2022).お知らせ • Feb 11Paltac Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023Paltac Corporation provided earnings guidance for the fiscal year ending March 31, 2023. The company expects net sales to be JPY 1,080,000 million, Operating profit to be JPY 24,700 million, profit to be JPY 19,000 million or JPY 302.32 per share.お知らせ • Feb 10Paltac Corporation Provides Dividend Guidance for the Full Year Ending March 31, 2023Paltac Corporation provides dividend guidance for the full year ending March 31, 2023. The company expects to pay JPY 41.00 against JPY 39.00 reported a year ago.お知らせ • Nov 30Paltac Corporation to Report Q3, 2023 Results on Jan 31, 2023Paltac Corporation announced that they will report Q3, 2023 results on Jan 31, 2023Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Tatsuomi Takamori was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 09+ 1 more updatePaltac Corporation Announces Dividend for the Second Quarter Ended September 30, 2022, Payable on December 1, 2022; Provides Dividend Guidance for the Year Ending March 31, 2023Paltac Corporation announced a dividend of ¥41.00 per share for the second quarter that ended September 30, 2022, against ¥39.00 per share paid a year ago. Scheduled date to commence dividend payments: December 1, 2022. For the year ending March 31, 2023, the company expects a dividend of ¥41.00 per share.お知らせ • Sep 28Paltac Corporation to Report Q2, 2023 Results on Oct 28, 2022Paltac Corporation announced that they will report Q2, 2023 results on Oct 28, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.5%).お知らせ • Aug 10Paltac Corporation Provides Earnings Guidance for the First Six Months and Full Year of Fiscal Year Ending March 31, 2023Paltac Corporation provides earnings guidance for the first six months and full year of fiscal year ending March 31, 2023. For the six month, The company expects net sales to be JPY 548,000 million, Operating profit to be JPY 12,500 million, profit to be JPY 9,600 million or JPY 152.97 per share.For the full year, The company expects net sales to be JPY 1,080,000 million, Operating profit to be JPY 24,700 million, profit to be JPY 19,000 million or JPY 302.32 per share.お知らせ • Aug 09Paltac Corporation Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Ending March 31, 2023Paltac Corporation provides dividend guidance for the second quarter and full year of fiscal ending March 31, 2023. For the second quarter, the company expects to pay JPY 41.00 against JPY 39.00 reported a year ago.For the full year, the company expects to pay JPY 41.00 against JPY 39.00 reported a year ago.お知らせ • May 29Paltac Corporation to Report Q1, 2023 Results on Jul 28, 2022Paltac Corporation announced that they will report Q1, 2023 results on Jul 28, 2022お知らせ • May 21+ 1 more updatePaltac Corporation Provides Earnings Guidance for the Six Months and Fiscal Year Ending March 31, 2023Paltac Corporation provided earnings guidance for the six months and fiscal year ending March 31, 2023. For the six months, the company expects net sales of JPY 548,000 million, operating profit of JPY 12,500 million, profit of JPY 9,600 million and earnings per share of JPY 152.75.For the year, the company expects net sales of JPY 1,080,000 million, operating profit of JPY 24,700 million, profit of JPY 19,000 million and earnings per share of JPY 302.32.お知らせ • May 13Paltac Corporation, Annual General Meeting, Jun 22, 2022Paltac Corporation, Annual General Meeting, Jun 22, 2022.Price Target Changed • Apr 27Price target decreased to JP¥5,810Down from JP¥6,260, the current price target is provided by 1 analyst. New target price is 23% above last closing price of JP¥4,705. Stock is down 18% over the past year. The company posted earnings per share of JP¥304 last year.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 Mineko Orisaku 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 08Paltac Corporation to Report Fiscal Year 2022 Results on May 11, 2022Paltac Corporation announced that they will report fiscal year 2022 results on May 11, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.4%).お知らせ • Feb 10+ 1 more updatePaltac Corporation Provides Non-Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Paltac Corporation provided non-consolidated earnings guidance for the fiscal year ending March 31, 2022. For the year, the company expects net sales of JPY 1,060,000 million, operating profit of JPY 26,500 million, profit of JPY 20,000 million and earnings per share of JPY 316.03.Price Target Changed • Feb 01Price target decreased to JP¥5,810Down from JP¥6,360, the current price target is provided by 1 analyst. New target price is 32% above last closing price of JP¥4,385. Stock is down 21% over the past year. The company posted earnings per share of JP¥304 last year.Reported Earnings • Nov 08Second quarter 2022 earnings released: EPS JP¥79.36 (vs JP¥82.65 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥261.9b (down 1.4% from 2Q 2021). Net income: JP¥5.04b (down 4.0% from 2Q 2021). Profit margin: 1.9% (down from 2.0% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (2.0%).お知らせ • May 21+ 1 more updatePaltac Corporation Provides Dividend Forecast for the Second Quarter and Fiscal Year Ending March 31, 2022Paltac Corporation provided dividend forecast for the second quarter and Fiscal year ending March 31, 2022. For the second quarter, the company expects dividend of JPY 39.00 against JPY 36.00 a year ago. For the year end, the company expects dividend of JPY 39.00 against JPY 36.00 a year ago.Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 02 June 2021. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.8%).Is New 90 Day High Low • Mar 05New 90-day high: JP¥6,070The company is up 6.0% from its price of JP¥5,700 on 04 December 2020. The Japanese market is also up 6.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Retail Distributors industry, which is flat over the same period.お知らせ • Mar 04Paltac Corporation to Report Fiscal Year 2021 Results on May 12, 2021Paltac Corporation announced that they will report fiscal year 2021 results on May 12, 2021Is New 90 Day High Low • Jan 26New 90-day low: JP¥5,340The company is down 8.0% from its price of JP¥5,780 on 28 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is down 1.0% over the same period.お知らせ • Nov 29Paltac Corporation to Report Q3, 2021 Results on Jan 28, 2021Paltac Corporation announced that they will report Q3, 2021 results on Jan 28, 2021お知らせ • Aug 30Paltac Corporation to Report Q2, 2021 Results on Oct 29, 2020Paltac Corporation announced that they will report Q2, 2021 results on Oct 29, 2020株主還元8283JP Retail DistributorsJP 市場7D-0.02%-0.3%-0.5%1Y62.1%23.2%41.3%株主還元を見る業界別リターン: 8283過去 1 年間で23.2 % の収益を上げたJP Retail Distributors業界を上回りました。リターン対市場: 8283過去 1 年間で41.3 % の収益を上げたJP市場を上回りました。価格変動Is 8283's price volatile compared to industry and market?8283 volatility8283 Average Weekly Movement7.6%Retail Distributors Industry Average Movement4.1%Market Average Movement5.0%10% most volatile stocks in JP Market9.7%10% least volatile stocks in JP Market2.5%安定した株価: 8283の株価は、 JP市場と比較して過去 3 か月間で変動しています。時間の経過による変動: 8283の weekly volatility ( 8% ) は過去 1 年間安定していますが、依然としてJPの株式の 75% よりも高くなっています。会社概要設立従業員CEO（最高経営責任者ウェブサイト1928n/aTakuya Yoshidawww.paltac.co.jp株式会社Paltacは日本で化粧品、日用品、一般用医薬品の卸売業を営んでいる。年に法人化され、本社は大阪にある。株式会社Paltacは株式会社メディパルホールディングスの子会社である。もっと見るPaltac Corporation 基礎のまとめPaltac の収益と売上を時価総額と比較するとどうか。8283 基礎統計学時価総額JP¥403.07b収益（TTM）JP¥22.03b売上高(TTM)JP¥1.24t18.3xPER（株価収益率0.3xP/Sレシオ8283 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計8283 損益計算書（TTM）収益JP¥1.24t売上原価JP¥1.13t売上総利益JP¥108.05bその他の費用JP¥86.02b収益JP¥22.03b直近の収益報告Mar 31, 2026次回決算日該当なし一株当たり利益（EPS）362.39グロス・マージン8.73%純利益率1.78%有利子負債／自己資本比率0%8283 の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.9%現在の配当利回り33%配当性向8283 配当は確実ですか？8283 配当履歴とベンチマークを見る8283 、いつまでに購入すれば配当金を受け取れますか？Paltac 配当日配当落ち日Mar 30 2026配当支払日Jun 01 2026配当落ちまでの日数53 days配当支払日までの日数10 days8283 配当は確実ですか？8283 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 07:40終値2026/05/22 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Paltac 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Oliver James Gray MatthewCLSAYumiko KaiIchiyoshi Research Institute Inc.Kyoichiro ShigemuraNomura Securities Co. Ltd.1 その他のアナリストを表示
New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.6% 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. This is currently the only risk that has been identified for the company.
ライブニュース • May 13Medipal Holdings to Acquire Paltac at Record Price With Delisting and Dividend Halt ExpectedMedipal Holdings plans to fully acquire subsidiary Paltac through a tender offer at an all-time high price, with the deal expected to result in Paltac’s delisting. Paltac reported net sales up 4.2% year over year, supported by high value-added products, while operating profit fell 5.6% as logistics and SG&A costs increased. The board has endorsed the tender offer, suspended the previously authorized share buyback, and halted both interim and year-end dividends for the fiscal year ending March 31, 2027, in line with the transaction structure and expectations around surplus dividends. This transaction points to a tighter integration of Paltac within the Medipal group, with planned capital investment aimed at expanding logistics capacity and aligning operations more closely. Investors holding Paltac stock face a choice between tendering into the offer or remaining until delisting, with no interim or year-end dividend expected over the stated period.
お知らせ • May 13MediPal Holdings Corporation (TSE:7459) proposed to acquire remaining 47.60% stake in Paltac Corporation (TSE:8283) from State Street Bank & Trust Company 505103, JP Morgan Chase Bank 385632, State Street Bank & Trust Company 505001 Obayashi Group, BNYM AS Agt CLTS 10 Percent, BBH For Fidelity Low-Priced STOCK Fund and NORTHERN TRUST CO. (AVFC) RE FIDELITY FUNDS for approximately ¥190 billion.MediPal Holdings Corporation (TSE:7459) proposed to acquire remaining 47.60% stake in Paltac Corporation (TSE:8283) from State Street Bank & Trust Company 505103, JP Morgan Chase Bank 385632, State Street Bank & Trust Company 505001 Obayashi Group, BNYM AS Agt CLTS 10 Percent, BBH For Fidelity Low-Priced STOCK Fund and NORTHERN TRUST CO. (AVFC) RE FIDELITY FUNDS for approximately ¥190 billion on May 8, 2026. A cash consideration of ¥192.46 billion valued at ¥6650 per share will be paid by MediPal Holdings Corporation. As part of consideration, ¥192.46 billion is paid towards common equity of Paltac Corporation. Upon completion, MediPal Holdings Corporation will hold 100% stake of Paltac Corporation. The transaction will be funded by means of loans from Mizuho Bank, Ltd. The transaction is subject to minimum tender. The Board of Directors of Paltac Corporation formed a special committee for the transaction. The expected completion of the transaction is on July 7, 2026. Nishimura & Asahi acted as legal advisor for MediPal Holdings Corporation. Nomura Securities Co., Ltd. acted as financial advisor for MediPal Holdings Corporation. Oh-Ebashi LPC & Partners acted as legal advisor for Paltac Corporation. Daiwa Securities Co. Ltd. acted as financial advisor for Paltac Corporation. Anderson Mori & Tomotsune acted as legal advisor for Paltac Corporation. Plutus Consulting Co., Ltd. acted as financial advisor and fairness opinion provider for Paltac Corporation.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥5,345, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Retail Distributors industry in Japan. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,843 per share.
お知らせ • May 11Paltac Corporation, Annual General Meeting, Jun 19, 2026Paltac Corporation, Annual General Meeting, Jun 19, 2026.
お知らせ • May 10Paltac Corporation to Report Fiscal Year 2026 Results on May 11, 2026Paltac Corporation announced that they will report fiscal year 2026 results on May 11, 2026
New Risk • May 13New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.6% 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. This is currently the only risk that has been identified for the company.
ライブニュース • May 13Medipal Holdings to Acquire Paltac at Record Price With Delisting and Dividend Halt ExpectedMedipal Holdings plans to fully acquire subsidiary Paltac through a tender offer at an all-time high price, with the deal expected to result in Paltac’s delisting. Paltac reported net sales up 4.2% year over year, supported by high value-added products, while operating profit fell 5.6% as logistics and SG&A costs increased. The board has endorsed the tender offer, suspended the previously authorized share buyback, and halted both interim and year-end dividends for the fiscal year ending March 31, 2027, in line with the transaction structure and expectations around surplus dividends. This transaction points to a tighter integration of Paltac within the Medipal group, with planned capital investment aimed at expanding logistics capacity and aligning operations more closely. Investors holding Paltac stock face a choice between tendering into the offer or remaining until delisting, with no interim or year-end dividend expected over the stated period.
お知らせ • May 13MediPal Holdings Corporation (TSE:7459) proposed to acquire remaining 47.60% stake in Paltac Corporation (TSE:8283) from State Street Bank & Trust Company 505103, JP Morgan Chase Bank 385632, State Street Bank & Trust Company 505001 Obayashi Group, BNYM AS Agt CLTS 10 Percent, BBH For Fidelity Low-Priced STOCK Fund and NORTHERN TRUST CO. (AVFC) RE FIDELITY FUNDS for approximately ¥190 billion.MediPal Holdings Corporation (TSE:7459) proposed to acquire remaining 47.60% stake in Paltac Corporation (TSE:8283) from State Street Bank & Trust Company 505103, JP Morgan Chase Bank 385632, State Street Bank & Trust Company 505001 Obayashi Group, BNYM AS Agt CLTS 10 Percent, BBH For Fidelity Low-Priced STOCK Fund and NORTHERN TRUST CO. (AVFC) RE FIDELITY FUNDS for approximately ¥190 billion on May 8, 2026. A cash consideration of ¥192.46 billion valued at ¥6650 per share will be paid by MediPal Holdings Corporation. As part of consideration, ¥192.46 billion is paid towards common equity of Paltac Corporation. Upon completion, MediPal Holdings Corporation will hold 100% stake of Paltac Corporation. The transaction will be funded by means of loans from Mizuho Bank, Ltd. The transaction is subject to minimum tender. The Board of Directors of Paltac Corporation formed a special committee for the transaction. The expected completion of the transaction is on July 7, 2026. Nishimura & Asahi acted as legal advisor for MediPal Holdings Corporation. Nomura Securities Co., Ltd. acted as financial advisor for MediPal Holdings Corporation. Oh-Ebashi LPC & Partners acted as legal advisor for Paltac Corporation. Daiwa Securities Co. Ltd. acted as financial advisor for Paltac Corporation. Anderson Mori & Tomotsune acted as legal advisor for Paltac Corporation. Plutus Consulting Co., Ltd. acted as financial advisor and fairness opinion provider for Paltac Corporation.
Valuation Update With 7 Day Price Move • May 12Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥5,345, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 11x in the Retail Distributors industry in Japan. Total returns to shareholders of 13% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥7,843 per share.
お知らせ • May 11Paltac Corporation, Annual General Meeting, Jun 19, 2026Paltac Corporation, Annual General Meeting, Jun 19, 2026.
お知らせ • May 10Paltac Corporation to Report Fiscal Year 2026 Results on May 11, 2026Paltac Corporation announced that they will report fiscal year 2026 results on May 11, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥63.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 02 June 2026. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.9%).
Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥101 (vs JP¥103 in 3Q 2025)Third quarter 2026 results: EPS: JP¥101 (down from JP¥103 in 3Q 2025). Revenue: JP¥325.5b (up 4.8% from 3Q 2025). Net income: JP¥6.18b (down 3.2% from 3Q 2025). Profit margin: 1.9% (down from 2.1% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Retail Distributors industry in Japan.
分析記事 • Dec 03Paltac's (TSE:8283) Upcoming Dividend Will Be Larger Than Last Year'sPaltac Corporation ( TSE:8283 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Dec 02Paltac Corporation to Report Q3, 2026 Results on Feb 06, 2026Paltac Corporation announced that they will report Q3, 2026 results on Feb 06, 2026
Declared Dividend • Dec 02First half dividend of JP¥63.00 announcedShareholders will receive a dividend of JP¥63.00. Ex-date: 30th March 2026 Payment date: 2nd June 2026 Dividend yield will be 2.5%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 10% per year over the past 5 years and payments have been stable during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥57.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
分析記事 • Sep 03Paltac (TSE:8283) Has Announced That It Will Be Increasing Its Dividend To ¥57.00Paltac Corporation ( TSE:8283 ) has announced that it will be increasing its dividend from last year's comparable...
お知らせ • Sep 02Paltac Corporation to Report Q2, 2026 Results on Nov 04, 2025Paltac Corporation announced that they will report Q2, 2026 results on Nov 04, 2025
Reported Earnings • Aug 07First quarter 2026 earnings released: EPS: JP¥101 (vs JP¥55.60 in 1Q 2025)First quarter 2026 results: EPS: JP¥101 (up from JP¥55.60 in 1Q 2025). Revenue: JP¥316.0b (up 18% from 1Q 2025). Net income: JP¥6.24b (up 79% from 1Q 2025). Profit margin: 2.0% (up from 1.3% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Retail Distributors industry in Japan.
分析記事 • Aug 06Paltac (TSE:8283) Has Announced That It Will Be Increasing Its Dividend To ¥57.00The board of Paltac Corporation ( TSE:8283 ) has announced that it will be paying its dividend of ¥57.00 on the 2nd of...
お知らせ • Aug 04Paltac Corporation (TSE:8283) announces an Equity Buyback for 1,500,000 shares, representing 2.43% for ¥5,000 million.Paltac Corporation (TSE:8283) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 2.43% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and implement flexible capital policies in response to the business environment. The program will be valid till May 29, 2026. As of June 30, 2025, the company had 61,676,089 issued shares (excluding treasury stock) and 1,323,911 treasury shares.
分析記事 • Jul 23Paltac's (TSE:8283) Shareholders Will Receive A Bigger Dividend Than Last YearPaltac Corporation ( TSE:8283 ) will increase its dividend from last year's comparable payment on the 2nd of December...
分析記事 • Jul 09Paltac (TSE:8283) Is Paying Out A Larger Dividend Than Last YearPaltac Corporation's ( TSE:8283 ) dividend will be increasing from last year's payment of the same period to ¥57.00 on...
Declared Dividend • Jul 09Final dividend of JP¥57.00 announcedShareholders will receive a dividend of JP¥57.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 2.7%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 11% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Jul 04New minor risk - Financial data availabilityLess than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. This is currently the only risk that has been identified for the company.
お知らせ • Jun 03Paltac Corporation to Report Q1, 2026 Results on Aug 04, 2025Paltac Corporation announced that they will report Q1, 2026 results on Aug 04, 2025
お知らせ • May 12+ 2 more updatesPaltac Corporation, Annual General Meeting, Jun 20, 2025Paltac Corporation, Annual General Meeting, Jun 20, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 02 June 2025. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.8%).
お知らせ • Mar 04Paltac Corporation to Report Fiscal Year 2025 Results on May 12, 2025Paltac Corporation announced that they will report fiscal year 2025 results on May 12, 2025
お知らせ • Dec 06Paltac Corporation to Report Q3, 2025 Results on Feb 03, 2025Paltac Corporation announced that they will report Q3, 2025 results on Feb 03, 2025
Declared Dividend • Dec 03Final dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 28th March 2025 Payment date: 2nd June 2025 Dividend yield will be 2.4%, which is higher than the industry average of 2.1%. Sustainability & Growth The dividend has increased by an average of 3.6% per year over the past 4 years and payments have been stable during that time.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.7%).
お知らせ • Aug 28Paltac Corporation to Report Q2, 2025 Results on Oct 28, 2024Paltac Corporation announced that they will report Q2, 2025 results on Oct 28, 2024
Price Target Changed • Jul 29Price target decreased by 8.3% to JP¥5,118Down from JP¥5,580, the current price target is an average from 2 analysts. New target price is 18% above last closing price of JP¥4,330. Stock is down 9.3% over the past year. The company is forecast to post earnings per share of JP¥324 for next year compared to JP¥191 last year.
お知らせ • Jul 29Paltac Corporation (TSE:8283) announces an Equity Buyback for 1,500,000 shares, representing 2.39% for ¥5,000 million.Paltac Corporation (TSE:8283) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 2.39% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to enable the enhancement of shareholder returns, improvement of capital efficiency, and flexible execution of capital policies according to the business environment, while keeping in mind the return to the environment and society. The program will be valid till March 31, 2025. As of July 29, 2024, the company had 62,846,689 issued shares (excluding treasury stock) and 153,311 treasury shares.
Declared Dividend • Jul 11Final dividend of JP¥50.00 announcedShareholders will receive a dividend of JP¥50.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 2.3%, which is higher than the industry average of 2.1%. Sustainability & Growth The dividend has increased by an average of 4.9% per year over the past 3 years and payments have been stable during that time.
お知らせ • May 28+ 1 more updatePaltac Corporation Announces Dividend for the Fiscal Year Ending March 31, 2024, Payable on May 31, 2024 and Provides Dividend Guidance for the Second Quarter End and for Full Year Ending March 31, 2025Paltac Corporation announces dividend for the fiscal year ending March 2024 and provides dividend guidance for the second quarter end and for the year ending March 31, 2025. For the second quarter end the company announces dividend of JPY 49 per share compared to JPY 41 per share a year ago, payable on May 31, 2024.For the second year end, The company expects dividend of JPY 50 per share compare to JPY 45 per share a year agoFor the fiscal year ending march 31, 2025, the company expects dividend of JPY 55 per share compare to JPY 49 a year ago.
分析記事 • May 23Paltac Corporation's (TSE:8283) Share Price Could Signal Some RiskWith a median price-to-earnings (or "P/E") ratio of close to 14x in Japan, you could be forgiven for feeling...
お知らせ • May 15Paltac Corporation, Annual General Meeting, Jun 21, 2024Paltac Corporation, Annual General Meeting, Jun 21, 2024.
Buy Or Sell Opportunity • May 14Now 24% undervaluedOver the last 90 days, the stock has risen 3.8% to JP¥4,308. The fair value is estimated to be JP¥5,661, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 4.0% per annum over the same time period.
Buy Or Sell Opportunity • Apr 02Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 7.2% to JP¥4,144. The fair value is estimated to be JP¥5,210, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥45.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 03 June 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.4%).
Buy Or Sell Opportunity • Mar 06Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 14% to JP¥4,157. The fair value is estimated to be JP¥5,218, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.
分析記事 • Mar 04Paltac's (TSE:8283) Dividend Will Be ¥45.00The board of Paltac Corporation ( TSE:8283 ) has announced that it will pay a dividend of ¥45.00 per share on the 3rd...
お知らせ • Mar 02Paltac Corporation to Report Fiscal Year 2024 Results on May 13, 2024Paltac Corporation announced that they will report fiscal year 2024 results on May 13, 2024
Buy Or Sell Opportunity • Feb 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥4,150. The fair value is estimated to be JP¥5,221, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.5% over the last 3 years. Earnings per share has declined by 4.1%. For the next 3 years, revenue is forecast to grow by 2.8% per annum. Earnings are also forecast to grow by 5.0% per annum over the same time period.
お知らせ • Nov 30Paltac Corporation to Report Q3, 2024 Results on Jan 31, 2024Paltac Corporation announced that they will report Q3, 2024 results on Jan 31, 2024
Buying Opportunity • Nov 05Now 20% undervaluedOver the last 90 days, the stock is up 10%. The fair value is estimated to be JP¥6,301, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 2.5% over the last 3 years. Earnings per share has declined by 9.2%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 7.0% per annum over the same time period.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥45.00 per share at 1.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.3%).
お知らせ • Aug 30Paltac Corporation to Report Q2, 2024 Results on Oct 30, 2023Paltac Corporation announced that they will report Q2, 2024 results on Oct 30, 2023
Reported Earnings • Aug 11First quarter 2024 earnings released: EPS: JP¥87.91 (vs JP¥80.51 in 1Q 2023)First quarter 2024 results: EPS: JP¥87.91 (up from JP¥80.51 in 1Q 2023). Revenue: JP¥293.5b (up 6.3% from 1Q 2023). Net income: JP¥5.53b (up 9.2% from 1Q 2023). Profit margin: 1.9% (up from 1.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Retail Distributors industry in Japan. Over the last 3 years on average, earnings per share has fallen by 9% per year whereas the company’s share price has fallen by 8% per year.
お知らせ • Aug 10+ 1 more updatePaltac Corporation Provides Earnings Guidance for the First Six Months and Full Fiscal Year Ending March 31, 2024Paltac Corporation provided earnings guidance for the first six months and full fiscal year ending March 31, 2024. For the six months, the company expects net sales to be JPY 577,000 million, Operating profit to be JPY 12,900 million, profit to be JPY 9,900 million or JPY 157.53 per share.For the full year, the company expects net sales to be JPY 1,142,000 million, Operating profit to be JPY 26,500 million, profit to be JPY 20,300 million or JPY 323.01 per share.
Board Change • Jul 22High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Director & Senior Managing Executive Officer Yoshitaka Yamada was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Buying Opportunity • Jul 11Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 4.1%. The fair value is estimated to be JP¥5,953, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 11%. For the next 3 years, revenue is forecast to grow by 3.2% per annum. Earnings is also forecast to grow by 7.0% per annum over the same time period.
お知らせ • May 31Paltac Corporation to Report Q1, 2024 Results on Jul 31, 2023Paltac Corporation announced that they will report Q1, 2024 results on Jul 31, 2023
お知らせ • May 22+ 1 more updatePaltac Corporation Provides Earnings Guidance for the First Six Months and Full Fiscal Year Ending March 31, 2024Paltac Corporation provides earnings guidance for the first six months and full fiscal year ending March 31, 2024. For the six months, the company expects net sales to be JPY 577,000 million, Operating profit to be JPY 12,900 million, profit to be JPY 9,900 million or JPY 157.53 per share.For the full year, the company expects net sales to be JPY 1,142,000 million, Operating profit to be JPY 26,500 million, profit to be JPY 20,300 million or JPY 323.01 per share.
お知らせ • May 13Paltac Corporation, Annual General Meeting, Jun 23, 2023Paltac Corporation, Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥41.00 per share at 1.7% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 01 June 2023. Payout ratio is a comfortable 27% but the company is paying out more than the cash it is generating. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.4%).
Reported Earnings • Feb 12Third quarter 2023 earnings releasedThird quarter 2023 results: Net income: (down JP¥4.58b from profit in 3Q 2022).
お知らせ • Feb 11Paltac Corporation Provides Earnings Guidance for the Fiscal Year Ending March 31, 2023Paltac Corporation provided earnings guidance for the fiscal year ending March 31, 2023. The company expects net sales to be JPY 1,080,000 million, Operating profit to be JPY 24,700 million, profit to be JPY 19,000 million or JPY 302.32 per share.
お知らせ • Feb 10Paltac Corporation Provides Dividend Guidance for the Full Year Ending March 31, 2023Paltac Corporation provides dividend guidance for the full year ending March 31, 2023. The company expects to pay JPY 41.00 against JPY 39.00 reported a year ago.
お知らせ • Nov 30Paltac Corporation to Report Q3, 2023 Results on Jan 31, 2023Paltac Corporation announced that they will report Q3, 2023 results on Jan 31, 2023
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Tatsuomi Takamori was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 09+ 1 more updatePaltac Corporation Announces Dividend for the Second Quarter Ended September 30, 2022, Payable on December 1, 2022; Provides Dividend Guidance for the Year Ending March 31, 2023Paltac Corporation announced a dividend of ¥41.00 per share for the second quarter that ended September 30, 2022, against ¥39.00 per share paid a year ago. Scheduled date to commence dividend payments: December 1, 2022. For the year ending March 31, 2023, the company expects a dividend of ¥41.00 per share.
お知らせ • Sep 28Paltac Corporation to Report Q2, 2023 Results on Oct 28, 2022Paltac Corporation announced that they will report Q2, 2023 results on Oct 28, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥41.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.5%).
お知らせ • Aug 10Paltac Corporation Provides Earnings Guidance for the First Six Months and Full Year of Fiscal Year Ending March 31, 2023Paltac Corporation provides earnings guidance for the first six months and full year of fiscal year ending March 31, 2023. For the six month, The company expects net sales to be JPY 548,000 million, Operating profit to be JPY 12,500 million, profit to be JPY 9,600 million or JPY 152.97 per share.For the full year, The company expects net sales to be JPY 1,080,000 million, Operating profit to be JPY 24,700 million, profit to be JPY 19,000 million or JPY 302.32 per share.
お知らせ • Aug 09Paltac Corporation Provides Dividend Guidance for the Second Quarter and Full Year of Fiscal Ending March 31, 2023Paltac Corporation provides dividend guidance for the second quarter and full year of fiscal ending March 31, 2023. For the second quarter, the company expects to pay JPY 41.00 against JPY 39.00 reported a year ago.For the full year, the company expects to pay JPY 41.00 against JPY 39.00 reported a year ago.
お知らせ • May 29Paltac Corporation to Report Q1, 2023 Results on Jul 28, 2022Paltac Corporation announced that they will report Q1, 2023 results on Jul 28, 2022
お知らせ • May 21+ 1 more updatePaltac Corporation Provides Earnings Guidance for the Six Months and Fiscal Year Ending March 31, 2023Paltac Corporation provided earnings guidance for the six months and fiscal year ending March 31, 2023. For the six months, the company expects net sales of JPY 548,000 million, operating profit of JPY 12,500 million, profit of JPY 9,600 million and earnings per share of JPY 152.75.For the year, the company expects net sales of JPY 1,080,000 million, operating profit of JPY 24,700 million, profit of JPY 19,000 million and earnings per share of JPY 302.32.
お知らせ • May 13Paltac Corporation, Annual General Meeting, Jun 22, 2022Paltac Corporation, Annual General Meeting, Jun 22, 2022.
Price Target Changed • Apr 27Price target decreased to JP¥5,810Down from JP¥6,260, the current price target is provided by 1 analyst. New target price is 23% above last closing price of JP¥4,705. Stock is down 18% over the past year. The company posted earnings per share of JP¥304 last year.
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 Mineko Orisaku 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 08Paltac Corporation to Report Fiscal Year 2022 Results on May 11, 2022Paltac Corporation announced that they will report fiscal year 2022 results on May 11, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 03 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.4%).
お知らせ • Feb 10+ 1 more updatePaltac Corporation Provides Non-Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2022Paltac Corporation provided non-consolidated earnings guidance for the fiscal year ending March 31, 2022. For the year, the company expects net sales of JPY 1,060,000 million, operating profit of JPY 26,500 million, profit of JPY 20,000 million and earnings per share of JPY 316.03.
Price Target Changed • Feb 01Price target decreased to JP¥5,810Down from JP¥6,360, the current price target is provided by 1 analyst. New target price is 32% above last closing price of JP¥4,385. Stock is down 21% over the past year. The company posted earnings per share of JP¥304 last year.
Reported Earnings • Nov 08Second quarter 2022 earnings released: EPS JP¥79.36 (vs JP¥82.65 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥261.9b (down 1.4% from 2Q 2021). Net income: JP¥5.04b (down 4.0% from 2Q 2021). Profit margin: 1.9% (down from 2.0% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥39.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.0%). Lower than average of industry peers (2.0%).
お知らせ • May 21+ 1 more updatePaltac Corporation Provides Dividend Forecast for the Second Quarter and Fiscal Year Ending March 31, 2022Paltac Corporation provided dividend forecast for the second quarter and Fiscal year ending March 31, 2022. For the second quarter, the company expects dividend of JPY 39.00 against JPY 36.00 a year ago. For the year end, the company expects dividend of JPY 39.00 against JPY 36.00 a year ago.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 02 June 2021. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.8%).
Is New 90 Day High Low • Mar 05New 90-day high: JP¥6,070The company is up 6.0% from its price of JP¥5,700 on 04 December 2020. The Japanese market is also up 6.0% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the Retail Distributors industry, which is flat over the same period.
お知らせ • Mar 04Paltac Corporation to Report Fiscal Year 2021 Results on May 12, 2021Paltac Corporation announced that they will report fiscal year 2021 results on May 12, 2021
Is New 90 Day High Low • Jan 26New 90-day low: JP¥5,340The company is down 8.0% from its price of JP¥5,780 on 28 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Retail Distributors industry, which is down 1.0% over the same period.
お知らせ • Nov 29Paltac Corporation to Report Q3, 2021 Results on Jan 28, 2021Paltac Corporation announced that they will report Q3, 2021 results on Jan 28, 2021
お知らせ • Aug 30Paltac Corporation to Report Q2, 2021 Results on Oct 29, 2020Paltac Corporation announced that they will report Q2, 2021 results on Oct 29, 2020
