View ValuationNiterra 향후 성장Future 기준 점검 1/6Niterra (는) 각각 연간 5.8% 및 5.5% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 6.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 14.8% 로 예상됩니다.핵심 정보5.8%이익 성장률6.34%EPS 성장률Auto Components 이익 성장59.1%매출 성장률5.5%향후 자기자본이익률14.80%애널리스트 커버리지Good마지막 업데이트09 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President & Representative Director Keiji Suzuki was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Apr 30Niterra Co., Ltd., Annual General Meeting, Jun 26, 2026Niterra Co., Ltd., Annual General Meeting, Jun 26, 2026.공시 • Mar 10Niterra Co., Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026Niterra Co., Ltd. announced that they will report fiscal year 2026 results at 3:40 PM, Tokyo Standard Time on Apr 30, 2026공시 • Dec 09Niterra Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Niterra Co., Ltd. announced that they will report Q3, 2026 results at 4:30 PM, Tokyo Standard Time on Jan 30, 2026공시 • Oct 31Niterra Co., Ltd. (TSE:5334) announces an Equity Buyback for 7,200,000 shares, representing 3.62% for ¥30,000 million.Niterra Co., Ltd. (TSE:5334) announces a share repurchase program. Under the program, the company will repurchase up to 7,200,000 shares, representing 3.62% of its issued share capital (excluding treasury stock), for a total purchase price of ¥30,000 million. The purpose of the program is to enhance shareholder returns and to achieve the implementation of more functional and proactive capital strategies in response to the management environment. The program will continue until October 31, 2026. As of June 30, 2023, the company had 198,918,727 issued shares (excluding treasury stock) and 328,993 treasury shares.공시 • Sep 02Niterra Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Niterra Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025공시 • Jun 04+ 1 more updateNiterra Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Niterra Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025공시 • Apr 30Niterra Co., Ltd., Annual General Meeting, Jun 25, 2025Niterra Co., Ltd., Annual General Meeting, Jun 25, 2025.공시 • Mar 01Niterra Co., Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2025Niterra Co., Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2025공시 • Dec 03Niterra Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Niterra Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025공시 • Nov 26Niterra Co., Ltd. (TSE:5334) agreed to acquire Toshiba Materials Co.,Ltd. from Toshiba Corporation for ¥150 billion.Niterra Co., Ltd. (TSE:5334) agreed to acquire Toshiba Materials Co.,Ltd. from Toshiba Corporation for ¥150 billion on November 25, 2024. A cash consideration of ¥150 billion will be paid by Niterra Co., Ltd. for 10,000 shares. For financial year ended March 31, 2024, Toshiba Materials reported net assets of ¥4.914 million, total assets of ¥35.8 billion, net sales of ¥34.54 billion and operating profit of ¥5.486 billion. The expected completion of the transaction is May 30, 2025.Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥114 (vs JP¥109 in 2Q 2024)Second quarter 2025 results: EPS: JP¥114 (up from JP¥109 in 2Q 2024). Revenue: JP¥159.1b (up 3.9% from 2Q 2024). Net income: JP¥22.5b (up 2.0% from 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 20Upcoming dividend of JP¥83.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.3%).공시 • Aug 28Niterra Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024Niterra Co., Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024New Risk • Aug 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 German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (6.9% average weekly change).Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥140 (vs JP¥118 in 1Q 2024)First quarter 2025 results: EPS: JP¥140 (up from JP¥118 in 1Q 2024). Revenue: JP¥165.5b (up 12% from 1Q 2024). Net income: JP¥27.8b (up 16% from 1Q 2024). Profit margin: 17% (in line with 1Q 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Jul 21High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Kenji Isobe was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Declared Dividend • Jul 11Final dividend of JP¥83.00 announcedShareholders will receive a dividend of JP¥83.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 305%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥409 (vs JP¥326 in FY 2023)Full year 2024 results: EPS: JP¥409 (up from JP¥326 in FY 2023). Revenue: JP¥614.5b (up 9.2% from FY 2023). Net income: JP¥82.6b (up 25% from FY 2023). Profit margin: 13% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 06 June 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.9%).공시 • Mar 02Niterra Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024Niterra Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥110 (vs JP¥80.12 in 3Q 2023)Third quarter 2024 results: EPS: JP¥110 (up from JP¥80.12 in 3Q 2023). Revenue: JP¥154.7b (up 10% from 3Q 2023). Net income: JP¥22.1b (up 36% from 3Q 2023). Profit margin: 14% (up from 12% in 3Q 2023). 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 4.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.공시 • Dec 08Niterra Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Niterra Co., Ltd. announced that they will report Q3, 2024 results at 5:00 PM, Tokyo Standard Time on Jan 31, 2024Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥109 (vs JP¥95.32 in 2Q 2023)Second quarter 2024 results: EPS: JP¥109 (up from JP¥95.32 in 2Q 2023). Revenue: JP¥153.2b (up 7.9% from 2Q 2023). Net income: JP¥22.1b (up 14% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Buying Opportunity • Sep 29Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €26.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 8.9% in 2 years. Earnings is forecast to grow by 19% in the next 2 years.Upcoming Dividend • Sep 21Upcoming dividend of JP¥66.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.6%).공시 • Aug 11Niterra Co., Ltd. to Report Q2, 2024 Results on Oct 30, 2023Niterra Co., Ltd. announced that they will report Q2, 2024 results at 4:40 PM, Tokyo Standard Time on Oct 30, 2023Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥118 (vs JP¥117 in 1Q 2023)First quarter 2024 results: EPS: JP¥118 (up from JP¥117 in 1Q 2023). Revenue: JP¥148.0b (up 7.9% from 1Q 2023). Net income: JP¥24.1b (up 1.6% from 1Q 2023). Profit margin: 16% (in line with 1Q 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.공시 • Aug 01Niterra Co., Ltd. (TSE:5334) announces an Equity Buyback for 9,500,000 shares, representing 4.66% for ¥20,000 million.Niterra Co., Ltd. (TSE:5334) announces a share repurchase program. Under the program, the company will repurchase up to 9,500,000 shares, representing 4.66% of its issued share capital (excluding treasury stock), for a total purchase price of ¥20,000 million. The purpose of the program is to improve capital efficiency and implement a flexible capital policy for the company. The program will continue until July 31, 2024. As of June 30, 2023, the company had 203,848,943 issued shares (excluding treasury stock) and 326,377 treasury shares.공시 • Jun 14Niterra Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023Niterra Co., Ltd. announced that they will report Q1, 2024 results at 5:00 PM, Tokyo Standard Time on Jul 31, 2023Buying Opportunity • May 03Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 4.5%. The fair value is estimated to be €22.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 4.4% per annum over the same time period.Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥326 (vs JP¥296 in FY 2022)Full year 2023 results: EPS: JP¥326 (up from JP¥296 in FY 2022). Revenue: JP¥562.6b (up 14% from FY 2022). Net income: JP¥66.3b (up 10% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥83.00 per share at 6.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 6.2%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.5%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥80.12 (vs JP¥83.69 in 3Q 2022)Third quarter 2023 results: EPS: JP¥80.12 (down from JP¥83.69 in 3Q 2022). Revenue: JP¥140.1b (up 13% from 3Q 2022). Net income: JP¥16.3b (down 4.3% from 3Q 2022). Profit margin: 12% (down from 14% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Dec 22NGK Spark Plug Co., Ltd. to Report Q3, 2023 Results on Jan 30, 2023NGK Spark Plug Co., Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥95.32 (vs JP¥61.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥95.32 (up from JP¥61.20 in 2Q 2022). Revenue: JP¥142.0b (up 22% from 2Q 2022). Net income: JP¥19.4b (up 56% from 2Q 2022). Profit margin: 14% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥69.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (3.7%).공시 • Aug 09NGK Spark Plug Co., Ltd. to Report Q2, 2023 Results on Oct 28, 2022NGK Spark Plug Co., Ltd. announced that they will report Q2, 2023 results at 4:40 PM, Tokyo Standard Time on Oct 28, 2022Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥117 (vs JP¥61.84 in 1Q 2022)First quarter 2023 results: EPS: JP¥117 (up from JP¥61.84 in 1Q 2022). Revenue: JP¥137.1b (up 16% from 1Q 2022). Net income: JP¥23.7b (up 88% from 1Q 2022). Profit margin: 17% (up from 11% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • Jun 05NGK Spark Plug Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022NGK Spark Plug Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022Valuation Update With 7 Day Price Move • May 05Investor sentiment improved over the past weekAfter last week's 23% share price gain to €17.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Auto Components industry in Germany. Total returns to shareholders of 30% over the past three years.공시 • May 02NGK Spark Plug Co., Ltd., Annual General Meeting, Jun 24, 2022NGK Spark Plug Co., Ltd., Annual General Meeting, Jun 24, 2022.Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥296 (vs JP¥189 in FY 2021)Full year 2022 results: EPS: JP¥296 (up from JP¥189 in FY 2021). Revenue: JP¥491.7b (up 15% from FY 2021). Net income: JP¥60.2b (up 57% from FY 2021). Profit margin: 12% (up from 9.0% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 9.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.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. 7 non-independent directors. Independent Outside Director Miwako Doi 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.Upcoming Dividend • Mar 23Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 5.4%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (3.4%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥83.69 (up from JP¥69.84 in 3Q 2021). Revenue: JP¥123.8b (up 5.3% from 3Q 2021). Net income: JP¥17.0b (up 20% from 3Q 2021). Profit margin: 14% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 5.1% compared to a 2.9% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • Dec 29NGK Spark Plug Co., Ltd. Announces the Launch of Sumikaze Plasma Air PurifierNGK Spark Plug Co., Ltd. announce the U.S. launch of Sumikaze, a beautiful and compact plasma air purifier that inactivates up to 99.9% of airborne viruses while providing an air of quality to the home and office. The official launch date in the U.S market is January 4, 2022. Sumikaze was designed by the NGK SPARK PLUG CO., LTD.’s Venture Lab innovation team in Japan, where the product was launched in September 2021. Sumikaze delivers an overall improvement in indoor air quality by inactivating up to 99.9% of airborne viruses within 60 minutes and is also very effective on bacteria, mold and odors. The Sumikaze makes a great safety addition for small offices, shops, and homes during the pandemic and beyond protecting occupants within the conditioned space by attacking viruses where they are. And, as there are no expensive filters to replace, the Sumikaze is virtually maintenance free.공시 • Dec 08Mitsui Chemicals, Inc. (TSE:4183) entered into a share transfer agreement to acquire 30% stake in Japan Medical Dynamic Marketing, INC. (TSE:7600) from NGK Spark Plug Co., Ltd. (TSE:5334).Mitsui Chemicals, Inc. (TSE:4183) entered into a share transfer agreement to acquire 30% stake in Japan Medical Dynamic Marketing, INC. (TSE:7600) from NGK Spark Plug Co., Ltd. (TSE:5334) on December 7, 2021. As part of the transaction, Mitsui Chemicals will acquire 7.9 million shares in Japan Medical Dynamic from NGK Spark Plug. The transaction is expected to be completed on January 7, 2022.Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS JP¥61.20 (vs JP¥48.39 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥116.0b (up 2.8% from 2Q 2021). Net income: JP¥12.4b (up 26% from 2Q 2021). Profit margin: 11% (up from 8.7% in 2Q 2021). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.1%).Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥61.84 (vs JP¥12.86 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥118.5b (up 55% from 1Q 2021). Net income: JP¥12.6b (up 381% from 1Q 2021). Profit margin: 11% (up from 3.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.Reported Earnings • May 09Full year 2021 earnings released: EPS JP¥189 (vs JP¥163 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥427.5b (flat on FY 2020). Net income: JP¥38.4b (up 14% from FY 2020). Profit margin: 9.0% (up from 7.9% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 15% per year.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 17 June 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.0%).공시 • Mar 04NGK Spark Plug Co., Ltd. to Report Fiscal Year 2021 Results on May 07, 2021NGK Spark Plug Co., Ltd. announced that they will report fiscal year 2021 results on May 07, 2021Reported Earnings • Feb 08Third quarter 2021 earnings released: EPS JP¥69.85 (vs JP¥46.98 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥117.5b (up 9.6% from 3Q 2020). Net income: JP¥14.2b (up 46% from 3Q 2020). Profit margin: 12% (up from 9.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 08Revenue beats expectationsRevenue exceeded analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 6.9%, compared to a 9.8% growth forecast for the Auto Components industry in Germany.Is New 90 Day High Low • Feb 04New 90-day high: €16.30The company is up 11% from its price of €14.70 on 06 November 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.11 per share.Is New 90 Day High Low • Dec 23New 90-day low: €13.70The company is down 6.0% from its price of €14.50 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 32% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.75 per share.공시 • Dec 05NGK Spark Plug Co., Ltd. to Report Q3, 2021 Results on Feb 05, 2021NGK Spark Plug Co., Ltd. announced that they will report Q3, 2021 results on Feb 05, 2021Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥48.39The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥112.8b (up 5.5% from 2Q 2020). Net income: JP¥9.84b (up 26% from 2Q 2020). Profit margin: 8.7% (up from 7.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 8% per year.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 12%. Over the next year, revenue is forecast to grow 7.5%, compared to a 3.8% growth forecast for the Auto Components industry in Germany.Is New 90 Day High Low • Oct 16New 90-day high: €16.10The company is up 31% from its price of €12.30 on 17 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.53 per share.공시 • Sep 03NGK Spark Plug Co., Ltd. to Report Q2, 2021 Results on Nov 09, 2020NGK Spark Plug Co., Ltd. announced that they will report Q2, 2021 results on Nov 09, 2020공시 • Jun 28NGK Spark Plug Co., Ltd. to Report Q1, 2021 Results on Aug 06, 2020NGK Spark Plug Co., Ltd. announced that they will report Q1, 2021 results on Aug 06, 2020이익 및 매출 성장 예측DB:NGK - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029870,700139,700122,910164,91023/31/2028811,504121,925105,680135,70973/31/2027759,359107,45088,366147,38293/31/2026731,207112,89270,307109,384N/A12/31/2025693,375101,72774,226109,979N/A9/30/2025679,57795,98384,901118,006N/A6/30/2025657,47088,81087,031118,666N/A3/31/2025652,99392,62598,143132,921N/A12/31/2024644,29088,77193,663128,759N/A9/30/2024637,92186,85898,529136,933N/A6/30/2024631,98686,41692,435131,584N/A3/31/2024614,48682,64682,722118,179N/A12/31/2023599,21775,24375,464108,875N/A9/30/2023584,63969,39469,85096,753N/A6/30/2023573,40466,66665,63791,085N/A3/31/2023562,55966,29344,97969,305N/A12/31/2022552,61177,53047,12870,964N/A9/30/2022536,25178,25551,36476,571N/A6/30/2022510,29471,32337,73164,259N/A3/31/2022491,73360,20044,06771,910N/A12/31/2021478,84253,74237,55766,751N/A9/30/2021472,61050,93836,14966,537N/A6/30/2021469,41748,33538,23068,947N/A3/31/2021427,54638,36733,82463,397N/A12/31/2020410,39932,99431,36566,455N/A9/30/2020400,06428,50215,46455,407N/A6/30/2020394,22326,4817,28353,513N/A3/31/2020426,07333,6986,22759,787N/A12/31/2019431,35134,694N/A51,408N/A9/30/2019431,14136,130N/A47,905N/A6/30/2019426,60538,891N/A46,347N/A3/31/2019425,01342,813N/A43,704N/A12/31/2018422,48445,220N/A46,082N/A9/30/2018420,72446,244N/A58,716N/A6/30/2018418,98146,942N/A55,062N/A3/31/2018409,91244,335N/A65,707N/A12/31/2017403,80229,157N/A61,153N/A9/30/2017391,16832,567N/A46,746N/A6/30/2017379,66329,291N/A47,881N/A3/31/2017372,91925,602N/A49,764N/A12/31/2016368,27736,289N/A56,611N/A9/30/2016371,58533,651N/A52,711N/A6/30/2016380,34225,763N/A60,752N/A3/31/2016383,27230,815N/A56,465N/A12/31/2015377,68532,550N/A52,446N/A9/30/2015370,62933,046N/A51,960N/A6/30/2015357,11339,145N/A47,552N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: NGK 의 연간 예상 수익 증가율(5.8%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: NGK 의 연간 수익(5.8%)이 German 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: NGK 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: NGK 의 수익(연간 5.5%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: NGK 의 수익(연간 5.5%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: NGK의 자본 수익률은 3년 후 14.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YAutomobiles 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 00:17종가2026/05/25 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Niterra Co., Ltd.는 16명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Masaru KoshitaBarclaysMasashi KubotaBofA Global ResearchTakayuki NaitoCitigroup Inc13명의 분석가 더 보기
Board Change • May 20High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. President & Representative Director Keiji Suzuki was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Apr 30Niterra Co., Ltd., Annual General Meeting, Jun 26, 2026Niterra Co., Ltd., Annual General Meeting, Jun 26, 2026.
공시 • Mar 10Niterra Co., Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026Niterra Co., Ltd. announced that they will report fiscal year 2026 results at 3:40 PM, Tokyo Standard Time on Apr 30, 2026
공시 • Dec 09Niterra Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Niterra Co., Ltd. announced that they will report Q3, 2026 results at 4:30 PM, Tokyo Standard Time on Jan 30, 2026
공시 • Oct 31Niterra Co., Ltd. (TSE:5334) announces an Equity Buyback for 7,200,000 shares, representing 3.62% for ¥30,000 million.Niterra Co., Ltd. (TSE:5334) announces a share repurchase program. Under the program, the company will repurchase up to 7,200,000 shares, representing 3.62% of its issued share capital (excluding treasury stock), for a total purchase price of ¥30,000 million. The purpose of the program is to enhance shareholder returns and to achieve the implementation of more functional and proactive capital strategies in response to the management environment. The program will continue until October 31, 2026. As of June 30, 2023, the company had 198,918,727 issued shares (excluding treasury stock) and 328,993 treasury shares.
공시 • Sep 02Niterra Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Niterra Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
공시 • Jun 04+ 1 more updateNiterra Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Niterra Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025
공시 • Apr 30Niterra Co., Ltd., Annual General Meeting, Jun 25, 2025Niterra Co., Ltd., Annual General Meeting, Jun 25, 2025.
공시 • Mar 01Niterra Co., Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2025Niterra Co., Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2025
공시 • Dec 03Niterra Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Niterra Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
공시 • Nov 26Niterra Co., Ltd. (TSE:5334) agreed to acquire Toshiba Materials Co.,Ltd. from Toshiba Corporation for ¥150 billion.Niterra Co., Ltd. (TSE:5334) agreed to acquire Toshiba Materials Co.,Ltd. from Toshiba Corporation for ¥150 billion on November 25, 2024. A cash consideration of ¥150 billion will be paid by Niterra Co., Ltd. for 10,000 shares. For financial year ended March 31, 2024, Toshiba Materials reported net assets of ¥4.914 million, total assets of ¥35.8 billion, net sales of ¥34.54 billion and operating profit of ¥5.486 billion. The expected completion of the transaction is May 30, 2025.
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥114 (vs JP¥109 in 2Q 2024)Second quarter 2025 results: EPS: JP¥114 (up from JP¥109 in 2Q 2024). Revenue: JP¥159.1b (up 3.9% from 2Q 2024). Net income: JP¥22.5b (up 2.0% from 2Q 2024). Profit margin: 14% (in line with 2Q 2024). Revenue is forecast to grow 2.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥83.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 4.1%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.3%).
공시 • Aug 28Niterra Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024Niterra Co., Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024
New Risk • Aug 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 German stocks, typically moving 6.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: 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 (6.9% average weekly change).
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥140 (vs JP¥118 in 1Q 2024)First quarter 2025 results: EPS: JP¥140 (up from JP¥118 in 1Q 2024). Revenue: JP¥165.5b (up 12% from 1Q 2024). Net income: JP¥27.8b (up 16% from 1Q 2024). Profit margin: 17% (in line with 1Q 2024). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Jul 21High number of new directorsThere are 7 new directors who have joined the board in the last 3 years. Director Kenji Isobe was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Declared Dividend • Jul 11Final dividend of JP¥83.00 announcedShareholders will receive a dividend of JP¥83.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 305%, which is higher than the industry average of 2.3%. Sustainability & Growth Dividend is well covered by both earnings (44% earnings payout ratio) and cash flows (40% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 01Full year 2024 earnings released: EPS: JP¥409 (vs JP¥326 in FY 2023)Full year 2024 results: EPS: JP¥409 (up from JP¥326 in FY 2023). Revenue: JP¥614.5b (up 9.2% from FY 2023). Net income: JP¥82.6b (up 25% from FY 2023). Profit margin: 13% (up from 12% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 30% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥80.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 06 June 2024. Payout ratio is a comfortable 44% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (2.9%).
공시 • Mar 02Niterra Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024Niterra Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥110 (vs JP¥80.12 in 3Q 2023)Third quarter 2024 results: EPS: JP¥110 (up from JP¥80.12 in 3Q 2023). Revenue: JP¥154.7b (up 10% from 3Q 2023). Net income: JP¥22.1b (up 36% from 3Q 2023). Profit margin: 14% (up from 12% in 3Q 2023). 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 4.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
공시 • Dec 08Niterra Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Niterra Co., Ltd. announced that they will report Q3, 2024 results at 5:00 PM, Tokyo Standard Time on Jan 31, 2024
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: JP¥109 (vs JP¥95.32 in 2Q 2023)Second quarter 2024 results: EPS: JP¥109 (up from JP¥95.32 in 2Q 2023). Revenue: JP¥153.2b (up 7.9% from 2Q 2023). Net income: JP¥22.1b (up 14% from 2Q 2023). Profit margin: 14% (in line with 2Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Buying Opportunity • Sep 29Now 21% undervaluedOver the last 90 days, the stock is up 17%. The fair value is estimated to be €26.32, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 32%. Revenue is forecast to grow by 8.9% in 2 years. Earnings is forecast to grow by 19% in the next 2 years.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥66.00 per share at 3.8% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 51% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (2.6%).
공시 • Aug 11Niterra Co., Ltd. to Report Q2, 2024 Results on Oct 30, 2023Niterra Co., Ltd. announced that they will report Q2, 2024 results at 4:40 PM, Tokyo Standard Time on Oct 30, 2023
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥118 (vs JP¥117 in 1Q 2023)First quarter 2024 results: EPS: JP¥118 (up from JP¥117 in 1Q 2023). Revenue: JP¥148.0b (up 7.9% from 1Q 2023). Net income: JP¥24.1b (up 1.6% from 1Q 2023). Profit margin: 16% (in line with 1Q 2023). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
공시 • Aug 01Niterra Co., Ltd. (TSE:5334) announces an Equity Buyback for 9,500,000 shares, representing 4.66% for ¥20,000 million.Niterra Co., Ltd. (TSE:5334) announces a share repurchase program. Under the program, the company will repurchase up to 9,500,000 shares, representing 4.66% of its issued share capital (excluding treasury stock), for a total purchase price of ¥20,000 million. The purpose of the program is to improve capital efficiency and implement a flexible capital policy for the company. The program will continue until July 31, 2024. As of June 30, 2023, the company had 203,848,943 issued shares (excluding treasury stock) and 326,377 treasury shares.
공시 • Jun 14Niterra Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023Niterra Co., Ltd. announced that they will report Q1, 2024 results at 5:00 PM, Tokyo Standard Time on Jul 31, 2023
Buying Opportunity • May 03Now 25% undervalued after recent price dropOver the last 90 days, the stock is down 4.5%. The fair value is estimated to be €22.51, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 35%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 4.4% per annum over the same time period.
Reported Earnings • Apr 30Full year 2023 earnings released: EPS: JP¥326 (vs JP¥296 in FY 2022)Full year 2023 results: EPS: JP¥326 (up from JP¥296 in FY 2022). Revenue: JP¥562.6b (up 14% from FY 2022). Net income: JP¥66.3b (up 10% from FY 2022). Profit margin: 12% (in line with FY 2022). Revenue is forecast to grow 1.3% p.a. on average during the next 3 years, compared to a 5.9% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥83.00 per share at 6.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 05 June 2023. Payout ratio is a comfortable 36% and this is well supported by cash flows. Trailing yield: 6.2%. Within top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.5%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥80.12 (vs JP¥83.69 in 3Q 2022)Third quarter 2023 results: EPS: JP¥80.12 (down from JP¥83.69 in 3Q 2022). Revenue: JP¥140.1b (up 13% from 3Q 2022). Net income: JP¥16.3b (down 4.3% from 3Q 2022). Profit margin: 12% (down from 14% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.5% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Dec 22NGK Spark Plug Co., Ltd. to Report Q3, 2023 Results on Jan 30, 2023NGK Spark Plug Co., Ltd. announced that they will report Q3, 2023 results on Jan 30, 2023
Reported Earnings • Oct 30Second quarter 2023 earnings released: EPS: JP¥95.32 (vs JP¥61.20 in 2Q 2022)Second quarter 2023 results: EPS: JP¥95.32 (up from JP¥61.20 in 2Q 2022). Revenue: JP¥142.0b (up 22% from 2Q 2022). Net income: JP¥19.4b (up 56% from 2Q 2022). Profit margin: 14% (up from 11% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Auto Components industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥69.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (3.7%).
공시 • Aug 09NGK Spark Plug Co., Ltd. to Report Q2, 2023 Results on Oct 28, 2022NGK Spark Plug Co., Ltd. announced that they will report Q2, 2023 results at 4:40 PM, Tokyo Standard Time on Oct 28, 2022
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥117 (vs JP¥61.84 in 1Q 2022)First quarter 2023 results: EPS: JP¥117 (up from JP¥61.84 in 1Q 2022). Revenue: JP¥137.1b (up 16% from 1Q 2022). Net income: JP¥23.7b (up 88% from 1Q 2022). Profit margin: 17% (up from 11% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 12%, compared to a 10% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • Jun 05NGK Spark Plug Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022NGK Spark Plug Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022
Valuation Update With 7 Day Price Move • May 05Investor sentiment improved over the past weekAfter last week's 23% share price gain to €17.40, the stock trades at a forward P/E ratio of 7x. Average forward P/E is 10x in the Auto Components industry in Germany. Total returns to shareholders of 30% over the past three years.
공시 • May 02NGK Spark Plug Co., Ltd., Annual General Meeting, Jun 24, 2022NGK Spark Plug Co., Ltd., Annual General Meeting, Jun 24, 2022.
Reported Earnings • Apr 30Full year 2022 earnings released: EPS: JP¥296 (vs JP¥189 in FY 2021)Full year 2022 results: EPS: JP¥296 (up from JP¥189 in FY 2021). Revenue: JP¥491.7b (up 15% from FY 2021). Net income: JP¥60.2b (up 57% from FY 2021). Profit margin: 12% (up from 9.0% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 11%, compared to a 9.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
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. 7 non-independent directors. Independent Outside Director Miwako Doi 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.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥54.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 06 June 2022. Payout ratio is a comfortable 31% and this is well supported by cash flows. Trailing yield: 5.4%. Within top quartile of German dividend payers (3.6%). Higher than average of industry peers (3.4%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥83.69 (up from JP¥69.84 in 3Q 2021). Revenue: JP¥123.8b (up 5.3% from 3Q 2021). Net income: JP¥17.0b (up 20% from 3Q 2021). Profit margin: 14% (up from 12% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 5.1% compared to a 2.9% decline forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • Dec 29NGK Spark Plug Co., Ltd. Announces the Launch of Sumikaze Plasma Air PurifierNGK Spark Plug Co., Ltd. announce the U.S. launch of Sumikaze, a beautiful and compact plasma air purifier that inactivates up to 99.9% of airborne viruses while providing an air of quality to the home and office. The official launch date in the U.S market is January 4, 2022. Sumikaze was designed by the NGK SPARK PLUG CO., LTD.’s Venture Lab innovation team in Japan, where the product was launched in September 2021. Sumikaze delivers an overall improvement in indoor air quality by inactivating up to 99.9% of airborne viruses within 60 minutes and is also very effective on bacteria, mold and odors. The Sumikaze makes a great safety addition for small offices, shops, and homes during the pandemic and beyond protecting occupants within the conditioned space by attacking viruses where they are. And, as there are no expensive filters to replace, the Sumikaze is virtually maintenance free.
공시 • Dec 08Mitsui Chemicals, Inc. (TSE:4183) entered into a share transfer agreement to acquire 30% stake in Japan Medical Dynamic Marketing, INC. (TSE:7600) from NGK Spark Plug Co., Ltd. (TSE:5334).Mitsui Chemicals, Inc. (TSE:4183) entered into a share transfer agreement to acquire 30% stake in Japan Medical Dynamic Marketing, INC. (TSE:7600) from NGK Spark Plug Co., Ltd. (TSE:5334) on December 7, 2021. As part of the transaction, Mitsui Chemicals will acquire 7.9 million shares in Japan Medical Dynamic from NGK Spark Plug. The transaction is expected to be completed on January 7, 2022.
Reported Earnings • Oct 28Second quarter 2022 earnings released: EPS JP¥61.20 (vs JP¥48.39 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥116.0b (up 2.8% from 2Q 2021). Net income: JP¥12.4b (up 26% from 2Q 2021). Profit margin: 11% (up from 8.7% in 2Q 2021). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥37.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 4.2%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (2.1%).
Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥61.84 (vs JP¥12.86 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥118.5b (up 55% from 1Q 2021). Net income: JP¥12.6b (up 381% from 1Q 2021). Profit margin: 11% (up from 3.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has fallen by 19% per year, which means it is performing significantly worse than earnings.
Reported Earnings • May 09Full year 2021 earnings released: EPS JP¥189 (vs JP¥163 in FY 2020)The company reported a solid full year result with improved earnings and profit margins, although revenues were flat. Full year 2021 results: Revenue: JP¥427.5b (flat on FY 2020). Net income: JP¥38.4b (up 14% from FY 2020). Profit margin: 9.0% (up from 7.9% in FY 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 15% per year.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 17 June 2021. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.0%).
공시 • Mar 04NGK Spark Plug Co., Ltd. to Report Fiscal Year 2021 Results on May 07, 2021NGK Spark Plug Co., Ltd. announced that they will report fiscal year 2021 results on May 07, 2021
Reported Earnings • Feb 08Third quarter 2021 earnings released: EPS JP¥69.85 (vs JP¥46.98 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥117.5b (up 9.6% from 3Q 2020). Net income: JP¥14.2b (up 46% from 3Q 2020). Profit margin: 12% (up from 9.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 08Revenue beats expectationsRevenue exceeded analyst estimates by 3.4%. Over the next year, revenue is forecast to grow 6.9%, compared to a 9.8% growth forecast for the Auto Components industry in Germany.
Is New 90 Day High Low • Feb 04New 90-day high: €16.30The company is up 11% from its price of €14.70 on 06 November 2020. The German market is up 16% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 25% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.11 per share.
Is New 90 Day High Low • Dec 23New 90-day low: €13.70The company is down 6.0% from its price of €14.50 on 24 September 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Auto Components industry, which is up 32% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.75 per share.
공시 • Dec 05NGK Spark Plug Co., Ltd. to Report Q3, 2021 Results on Feb 05, 2021NGK Spark Plug Co., Ltd. announced that they will report Q3, 2021 results on Feb 05, 2021
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥48.39The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥112.8b (up 5.5% from 2Q 2020). Net income: JP¥9.84b (up 26% from 2Q 2020). Profit margin: 8.7% (up from 7.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 8% per year.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 12%. Over the next year, revenue is forecast to grow 7.5%, compared to a 3.8% growth forecast for the Auto Components industry in Germany.
Is New 90 Day High Low • Oct 16New 90-day high: €16.10The company is up 31% from its price of €12.30 on 17 July 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Auto Components industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €13.53 per share.
공시 • Sep 03NGK Spark Plug Co., Ltd. to Report Q2, 2021 Results on Nov 09, 2020NGK Spark Plug Co., Ltd. announced that they will report Q2, 2021 results on Nov 09, 2020
공시 • Jun 28NGK Spark Plug Co., Ltd. to Report Q1, 2021 Results on Aug 06, 2020NGK Spark Plug Co., Ltd. announced that they will report Q1, 2021 results on Aug 06, 2020