View ValuationKobe Bussan 향후 성장Future 기준 점검 1/6Kobe Bussan (는) 각각 연간 11.1% 및 5.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.7% 로 예상됩니다.핵심 정보11.1%이익 성장률10.78%EPS 성장률Consumer Retailing 이익 성장10.0%매출 성장률5.8%향후 자기자본이익률16.71%애널리스트 커버리지Good마지막 업데이트24 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 20Less 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 Misa Machida was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Dec 15+ 3 more updatesKobe Bussan Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending October 31, 2026Kobe Bussan Co., Ltd. provided dividend guidance for the fiscal year ending October 31, 2026. For the period, the company expects dividend of JPY 32 per share compared to dividend of JPY 30 per share paid a year ago.공시 • Dec 12Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2026Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2026.공시 • Oct 02Kobe Bussan Co., Ltd. to Report Fiscal Year 2025 Results on Dec 12, 2025Kobe Bussan Co., Ltd. announced that they will report fiscal year 2025 results on Dec 12, 2025공시 • Jul 03Kobe Bussan Co., Ltd. to Report Q3, 2025 Results on Sep 11, 2025Kobe Bussan Co., Ltd. announced that they will report Q3, 2025 results on Sep 11, 2025공시 • Mar 20Kobe Bussan Co., Ltd. to Report Q2, 2025 Results on Jun 12, 2025Kobe Bussan Co., Ltd. announced that they will report Q2, 2025 results on Jun 12, 2025공시 • Jan 22Kobe Bussan Co., Ltd. (TSE:3038) agreed to acquire Uehara Foods Industry Co., Ltd. from Adeka Corporation (TSE:4401) for Approximately ¥700 million.Kobe Bussan Co., Ltd. (TSE:3038) agreed to acquire Uehara Foods Industry Co., Ltd. from Adeka Corporation (TSE:4401) for Approximately ¥700 million on January 22, 2025. A cash consideration of ¥700 million will be paid by Kobe Bussan Co., Ltd. As part of consideration, ¥700 million is paid towards common equity of Uehara Foods Industry Co., Ltd. For the period ending March 31, 2024, Uehara Foods Industry Co., Ltd. reported total revenue of ¥1.56 billion, operating loss of ¥14 million and net loss of ¥16 million. As of March 31, 2024, Uehara Foods Industry Co., Ltd. reported total assets of ¥908 million and net liabilities of ¥590 million. The expected completion of the transaction is April 1, 2025.공시 • Jan 18Kobe Bussan Co., Ltd. to Report Q1, 2025 Results on Mar 14, 2025Kobe Bussan Co., Ltd. announced that they will report Q1, 2025 results on Mar 14, 2025공시 • Dec 13Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2025Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2025.Upcoming Dividend • Oct 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 15 January 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.0%).공시 • Oct 03Kobe Bussan Co., Ltd. to Report Fiscal Year 2024 Results on Dec 13, 2024Kobe Bussan Co., Ltd. announced that they will report fiscal year 2024 results on Dec 13, 2024Reported Earnings • Sep 15Third quarter 2024 earnings released: EPS: JP¥11.33 (vs JP¥29.48 in 3Q 2023)Third quarter 2024 results: EPS: JP¥11.33 (down from JP¥29.48 in 3Q 2023). Revenue: JP¥129.2b (up 11% from 3Q 2023). Net income: JP¥2.50b (down 61% from 3Q 2023). Profit margin: 1.9% (down from 5.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Consumer Retailing industry in Europe. 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.공시 • Jun 20Kobe Bussan Co., Ltd. to Report Q3, 2024 Results on Sep 11, 2024Kobe Bussan Co., Ltd. announced that they will report Q3, 2024 results on Sep 11, 2024Reported Earnings • Jun 17Second quarter 2024 earnings released: EPS: JP¥30.89 (vs JP¥35.38 in 2Q 2023)Second quarter 2024 results: EPS: JP¥30.89 (down from JP¥35.38 in 2Q 2023). Revenue: JP¥127.2b (up 12% from 2Q 2023). Net income: JP¥6.82b (down 12% from 2Q 2023). Profit margin: 5.4% (down from 6.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Reported Earnings • Mar 18First quarter 2024 earnings released: EPS: JP¥25.03 (vs JP¥6.15 in 1Q 2023)First quarter 2024 results: EPS: JP¥25.03 (up from JP¥6.15 in 1Q 2023). Revenue: JP¥120.9b (up 12% from 1Q 2023). Net income: JP¥5.52b (up 310% from 1Q 2023). Profit margin: 4.6% (up from 1.2% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Feb 03Full year 2023 earnings released: EPS: JP¥93.59 (vs JP¥95.35 in FY 2022)Full year 2023 results: EPS: JP¥93.59 (down from JP¥95.35 in FY 2022). Revenue: JP¥461.5b (up 14% from FY 2022). Net income: JP¥20.6b (down 1.3% from FY 2022). Profit margin: 4.5% (down from 5.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공시 • Dec 31Kobe Bussan Co., Ltd. to Report Q2, 2024 Results on Jun 13, 2024Kobe Bussan Co., Ltd. announced that they will report Q2, 2024 results on Jun 13, 2024공시 • Dec 17Kobe Bussan Co., Ltd., Annual General Meeting, Jan 30, 2024Kobe Bussan Co., Ltd., Annual General Meeting, Jan 30, 2024.Reported Earnings • Dec 17Full year 2023 earnings released: EPS: JP¥93.59 (vs JP¥95.35 in FY 2022)Full year 2023 results: EPS: JP¥93.59 (down from JP¥95.35 in FY 2022). Revenue: JP¥461.5b (up 14% from FY 2022). Net income: JP¥20.6b (down 1.3% from FY 2022). Profit margin: 4.5% (down from 5.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year.Upcoming Dividend • Oct 23Upcoming dividend of JP¥22.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 12 January 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.5%).Reported Earnings • Sep 17Third quarter 2023 earnings released: EPS: JP¥29.48 (vs JP¥22.40 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.48 (up from JP¥22.40 in 3Q 2022). Revenue: JP¥116.8b (up 15% from 3Q 2022). Net income: JP¥6.48b (up 32% from 3Q 2022). Profit margin: 5.5% (up from 4.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 3% per year.Reported Earnings • Jun 17Second quarter 2023 earnings released: EPS: JP¥35.38 (vs JP¥27.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.38 (up from JP¥27.09 in 2Q 2022). Revenue: JP¥114.0b (up 13% from 2Q 2022). Net income: JP¥7.76b (up 31% from 2Q 2022). Profit margin: 6.8% (up from 5.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe.Reported Earnings • Mar 15First quarter 2023 earnings released: EPS: JP¥6.15 (vs JP¥23.48 in 1Q 2022)First quarter 2023 results: EPS: JP¥6.15 (down from JP¥23.48 in 1Q 2022). Revenue: JP¥107.9b (up 12% from 1Q 2022). Net income: JP¥1.35b (down 74% from 1Q 2022). Profit margin: 1.2% (down from 5.3% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe.Reported Earnings • Feb 02Full year 2022 earnings released: EPS: JP¥95.35 (vs JP¥90.48 in FY 2021)Full year 2022 results: EPS: JP¥95.35 (up from JP¥90.48 in FY 2021). Revenue: JP¥406.8b (up 12% from FY 2021). Net income: JP¥20.8b (up 6.3% from FY 2021). Profit margin: 5.1% (down from 5.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe.공시 • Jan 01Kobe Bussan Co., Ltd. to Report Q1, 2023 Results on Mar 14, 2023Kobe Bussan Co., Ltd. announced that they will report Q1, 2023 results on Mar 14, 2023공시 • Dec 17Kobe Bussan Co., Ltd., Annual General Meeting, Jan 27, 2023Kobe Bussan Co., Ltd., Annual General Meeting, Jan 27, 2023.Reported Earnings • Dec 16Full year 2022 earnings released: EPS: JP¥95.35 (vs JP¥90.48 in FY 2021)Full year 2022 results: EPS: JP¥95.35 (up from JP¥90.48 in FY 2021). Revenue: JP¥406.8b (up 12% from FY 2021). Net income: JP¥20.8b (up 6.3% from FY 2021). Profit margin: 5.1% (down from 5.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Europe.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (9 non-independent directors). President and Representative Director Hirokazu Numata was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Upcoming Dividend • Oct 21Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 30 January 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (5.1%).공시 • Oct 02Kobe Bussan Co., Ltd. to Report Fiscal Year 2022 Results on Dec 15, 2022Kobe Bussan Co., Ltd. announced that they will report fiscal year 2022 results on Dec 15, 2022Reported Earnings • Sep 14Third quarter 2022 earnings released: EPS: JP¥22.40 (vs JP¥21.94 in 3Q 2021)Third quarter 2022 results: EPS: JP¥22.40 (up from JP¥21.94 in 3Q 2021). Revenue: JP¥101.9b (up 12% from 3Q 2021). Net income: JP¥4.90b (up 3.1% from 3Q 2021). Profit margin: 4.8% (down from 5.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Retailing industry in Europe.공시 • Jul 09Kobe Bussan Co., Ltd. to Report Q3, 2022 Results on Sep 12, 2022Kobe Bussan Co., Ltd. announced that they will report Q3, 2022 results on Sep 12, 2022Reported Earnings • Jun 14Second quarter 2022 earnings released: EPS: JP¥27.09 (vs JP¥25.60 in 2Q 2021)Second quarter 2022 results: EPS: JP¥27.09 (up from JP¥25.60 in 2Q 2021). Revenue: JP¥101.4b (up 11% from 2Q 2021). Net income: JP¥5.92b (up 6.9% from 2Q 2021). Profit margin: 5.8% (down from 6.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 10%, compared to a 7.3% growth forecast for the industry in Germany.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (9 non-independent directors). President and Representative Director Hirokazu Numata was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Buying Opportunity • Apr 13Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €33.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.Reported Earnings • Mar 15First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥23.48 (up from JP¥21.29 in 1Q 2021). Revenue: JP¥96.8b (up 14% from 1Q 2021). Net income: JP¥5.12b (up 11% from 1Q 2021). Profit margin: 5.3% (down from 5.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.6%, compared to a 7.7% growth forecast for the industry in Germany.Buying Opportunity • Mar 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥37.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years.Buying Opportunity • Jan 15Now 20% undervaluedOver the last 90 days, the stock is up 3.5%. The fair value is estimated to be JP¥36.80, however is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years.Reported Earnings • Dec 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥90.48 (up from JP¥69.86 in FY 2020). Revenue: JP¥362.1b (up 6.2% from FY 2020). Net income: JP¥19.6b (up 30% from FY 2020). Profit margin: 5.4% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 9.3%, compared to a 8.0% growth forecast for the retail industry in Germany.Upcoming Dividend • Oct 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 29 January 2022. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.7%).Reported Earnings • Sep 15Third quarter 2021 earnings released: EPS JP¥21.94 (vs JP¥19.07 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥90.9b (up 9.2% from 3Q 2020). Net income: JP¥4.75b (up 16% from 3Q 2020). Profit margin: 5.2% (up from 4.9% in 3Q 2020). The increase in margin was driven by higher revenue.Reported Earnings • Jun 16Second quarter 2021 earnings released: EPS JP¥25.60 (vs JP¥18.52 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥91.4b (down 3.3% from 2Q 2020). Net income: JP¥5.54b (up 39% from 2Q 2020). Profit margin: 6.1% (up from 4.2% in 2Q 2020). The increase in margin was driven by lower expenses.Reported Earnings • Mar 17First quarter 2021 earnings released: EPS JP¥21.29 (vs JP¥16.55 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥85.0b (up 4.2% from 1Q 2020). Net income: JP¥4.60b (up 29% from 1Q 2020). Profit margin: 5.4% (up from 4.4% in 1Q 2020). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Feb 25New 90-day low: €21.86The company is down 21% from its price of €27.60 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.06 per share.Reported Earnings • Feb 03Full year 2020 earnings released: EPS JP¥140 (vs JP¥56.33 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥340.9b (up 14% from FY 2019). Net income: JP¥15.0b (up 25% from FY 2019). Profit margin: 4.4% (up from 4.0% in FY 2019). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Feb 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 3.1%, compared to a 1.7% growth forecast for the Consumer Retailing industry in Germany.공시 • Jan 12Kobe Bussan Co., Ltd. to Report Q1, 2021 Results on Mar 15, 2021Kobe Bussan Co., Ltd. announced that they will report Q1, 2021 results on Mar 15, 2021공시 • Dec 16Kobe Bussan Co., Ltd., Annual General Meeting, Jan 28, 2021Kobe Bussan Co., Ltd., Annual General Meeting, Jan 28, 2021.Analyst Estimate Surprise Post Earnings • Dec 16Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 1.5%, compared to a 1.5% growth forecast for the Consumer Retailing industry in Germany.Reported Earnings • Dec 16Full year 2020 earnings released: EPS JP¥140The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥340.9b (up 14% from FY 2019). Net income: JP¥15.0b (up 25% from FY 2019). Profit margin: 4.4% (up from 4.0% in FY 2019). The increase in margin was driven by higher revenue.Is New 90 Day High Low • Nov 27New 90-day high: €27.60The company is up 12% from its price of €24.70 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.86 per share.공시 • Aug 03Kobe Bussan Co., Ltd. to Report Q3, 2020 Results on Sep 10, 2020Kobe Bussan Co., Ltd. announced that they will report Q3, 2020 results on Sep 10, 2020이익 및 매출 성장 예측DB:59G - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수10/31/2028662,86736,62229,984N/A810/31/2027626,92233,79226,768N/A1010/31/2026588,89330,06233,548N/A101/31/2026560,87427,200N/AN/AN/A10/31/2025551,70131,87832,76842,113N/A7/31/2025542,15332,795N/AN/AN/A4/30/2025532,06623,36531,60438,512N/A1/31/2025519,40426,507N/AN/AN/A10/31/2024507,88321,44320,44130,772N/A7/31/2024500,06219,817N/AN/AN/A4/30/2024487,70123,79521,80030,964N/A1/31/2024474,50824,736N/AN/AN/A10/31/2023461,54620,56020,96730,343N/A7/31/2023445,56420,490N/AN/AN/A4/30/2023430,62018,90512,60423,667N/A1/31/2023417,94617,059N/AN/AN/A10/31/2022406,81320,83210,18821,582N/A7/31/2022394,70620,641N/AN/AN/A4/30/2022383,78820,49613,98830,190N/A1/31/2022373,82820,115N/AN/AN/A10/31/2021362,06419,5922,83321,261N/A7/31/2021348,88218,274N/AN/AN/A4/30/2021341,23817,634-4,43210,656N/A1/31/2021344,31816,086N/AN/AN/A10/31/2020340,87015,0477,41819,543N/A7/31/2020338,62714,420N/AN/AN/A4/30/2020331,16513,55318,81330,019N/A1/31/2020310,57712,920N/AN/AN/A10/31/2019299,61612,056N/A19,217N/A7/31/2019289,16211,714N/AN/AN/A4/30/2019280,19711,232N/A10,613N/A1/31/2019270,58410,451N/AN/AN/A10/31/2018267,17510,363N/A13,693N/A7/31/2018262,5749,853N/AN/AN/A4/30/2018258,7499,072N/A12,239N/A1/31/2018256,6088,733N/AN/AN/A10/31/2017251,5038,346N/A13,661N/A7/31/2017247,5568,379N/AN/AN/A4/30/2017244,5047,993N/A13,870N/A1/31/2017241,7055,299N/AN/AN/A10/31/2016239,2664,560N/A11,962N/A7/31/2016237,9763,012N/AN/AN/A4/30/2016236,1422,847N/A9,004N/A1/31/2016232,3624,150N/AN/AN/A10/31/2015228,5904,174N/A6,896N/A7/31/2015223,7574,592N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 59G 의 연간 예상 수익 증가율(11.1%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 59G 의 연간 수익(11.1%)이 German 시장(17.1%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 59G 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 59G 의 수익(연간 5.8%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 59G 의 수익(연간 5.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 59G의 자본 수익률은 3년 후 16.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-retailing 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 18:50종가2026/05/22 00:00수익2026/01/31연간 수익2025/10/31데이터 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 소스Kobe Bussan Co., Ltd.는 15명의 분석가가 다루고 있습니다. 이 중 10명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Arashi NishizawaBofA Global ResearchNigel MustonCLSARobert G. PurcellCLSA12명의 분석가 더 보기
Board Change • May 20Less 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 Misa Machida was the last independent director to join the board, commencing their role in 2025. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Dec 15+ 3 more updatesKobe Bussan Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending October 31, 2026Kobe Bussan Co., Ltd. provided dividend guidance for the fiscal year ending October 31, 2026. For the period, the company expects dividend of JPY 32 per share compared to dividend of JPY 30 per share paid a year ago.
공시 • Dec 12Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2026Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2026.
공시 • Oct 02Kobe Bussan Co., Ltd. to Report Fiscal Year 2025 Results on Dec 12, 2025Kobe Bussan Co., Ltd. announced that they will report fiscal year 2025 results on Dec 12, 2025
공시 • Jul 03Kobe Bussan Co., Ltd. to Report Q3, 2025 Results on Sep 11, 2025Kobe Bussan Co., Ltd. announced that they will report Q3, 2025 results on Sep 11, 2025
공시 • Mar 20Kobe Bussan Co., Ltd. to Report Q2, 2025 Results on Jun 12, 2025Kobe Bussan Co., Ltd. announced that they will report Q2, 2025 results on Jun 12, 2025
공시 • Jan 22Kobe Bussan Co., Ltd. (TSE:3038) agreed to acquire Uehara Foods Industry Co., Ltd. from Adeka Corporation (TSE:4401) for Approximately ¥700 million.Kobe Bussan Co., Ltd. (TSE:3038) agreed to acquire Uehara Foods Industry Co., Ltd. from Adeka Corporation (TSE:4401) for Approximately ¥700 million on January 22, 2025. A cash consideration of ¥700 million will be paid by Kobe Bussan Co., Ltd. As part of consideration, ¥700 million is paid towards common equity of Uehara Foods Industry Co., Ltd. For the period ending March 31, 2024, Uehara Foods Industry Co., Ltd. reported total revenue of ¥1.56 billion, operating loss of ¥14 million and net loss of ¥16 million. As of March 31, 2024, Uehara Foods Industry Co., Ltd. reported total assets of ¥908 million and net liabilities of ¥590 million. The expected completion of the transaction is April 1, 2025.
공시 • Jan 18Kobe Bussan Co., Ltd. to Report Q1, 2025 Results on Mar 14, 2025Kobe Bussan Co., Ltd. announced that they will report Q1, 2025 results on Mar 14, 2025
공시 • Dec 13Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2025Kobe Bussan Co., Ltd., Annual General Meeting, Jan 29, 2025.
Upcoming Dividend • Oct 23Upcoming dividend of JP¥23.00 per shareEligible shareholders must have bought the stock before 30 October 2024. Payment date: 15 January 2025. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (4.0%).
공시 • Oct 03Kobe Bussan Co., Ltd. to Report Fiscal Year 2024 Results on Dec 13, 2024Kobe Bussan Co., Ltd. announced that they will report fiscal year 2024 results on Dec 13, 2024
Reported Earnings • Sep 15Third quarter 2024 earnings released: EPS: JP¥11.33 (vs JP¥29.48 in 3Q 2023)Third quarter 2024 results: EPS: JP¥11.33 (down from JP¥29.48 in 3Q 2023). Revenue: JP¥129.2b (up 11% from 3Q 2023). Net income: JP¥2.50b (down 61% from 3Q 2023). Profit margin: 1.9% (down from 5.5% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Consumer Retailing industry in Europe. 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.
공시 • Jun 20Kobe Bussan Co., Ltd. to Report Q3, 2024 Results on Sep 11, 2024Kobe Bussan Co., Ltd. announced that they will report Q3, 2024 results on Sep 11, 2024
Reported Earnings • Jun 17Second quarter 2024 earnings released: EPS: JP¥30.89 (vs JP¥35.38 in 2Q 2023)Second quarter 2024 results: EPS: JP¥30.89 (down from JP¥35.38 in 2Q 2023). Revenue: JP¥127.2b (up 12% from 2Q 2023). Net income: JP¥6.82b (down 12% from 2Q 2023). Profit margin: 5.4% (down from 6.8% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Reported Earnings • Mar 18First quarter 2024 earnings released: EPS: JP¥25.03 (vs JP¥6.15 in 1Q 2023)First quarter 2024 results: EPS: JP¥25.03 (up from JP¥6.15 in 1Q 2023). Revenue: JP¥120.9b (up 12% from 1Q 2023). Net income: JP¥5.52b (up 310% from 1Q 2023). Profit margin: 4.6% (up from 1.2% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Feb 03Full year 2023 earnings released: EPS: JP¥93.59 (vs JP¥95.35 in FY 2022)Full year 2023 results: EPS: JP¥93.59 (down from JP¥95.35 in FY 2022). Revenue: JP¥461.5b (up 14% from FY 2022). Net income: JP¥20.6b (down 1.3% from FY 2022). Profit margin: 4.5% (down from 5.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공시 • Dec 31Kobe Bussan Co., Ltd. to Report Q2, 2024 Results on Jun 13, 2024Kobe Bussan Co., Ltd. announced that they will report Q2, 2024 results on Jun 13, 2024
공시 • Dec 17Kobe Bussan Co., Ltd., Annual General Meeting, Jan 30, 2024Kobe Bussan Co., Ltd., Annual General Meeting, Jan 30, 2024.
Reported Earnings • Dec 17Full year 2023 earnings released: EPS: JP¥93.59 (vs JP¥95.35 in FY 2022)Full year 2023 results: EPS: JP¥93.59 (down from JP¥95.35 in FY 2022). Revenue: JP¥461.5b (up 14% from FY 2022). Net income: JP¥20.6b (down 1.3% from FY 2022). Profit margin: 4.5% (down from 5.1% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.5% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 2% per year.
Upcoming Dividend • Oct 23Upcoming dividend of JP¥22.00 per share at 0.6% yieldEligible shareholders must have bought the stock before 30 October 2023. Payment date: 12 January 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 0.6%. Lower than top quartile of German dividend payers (5.0%). Lower than average of industry peers (4.5%).
Reported Earnings • Sep 17Third quarter 2023 earnings released: EPS: JP¥29.48 (vs JP¥22.40 in 3Q 2022)Third quarter 2023 results: EPS: JP¥29.48 (up from JP¥22.40 in 3Q 2022). Revenue: JP¥116.8b (up 15% from 3Q 2022). Net income: JP¥6.48b (up 32% from 3Q 2022). Profit margin: 5.5% (up from 4.8% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Consumer Retailing industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 3% per year.
Reported Earnings • Jun 17Second quarter 2023 earnings released: EPS: JP¥35.38 (vs JP¥27.09 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.38 (up from JP¥27.09 in 2Q 2022). Revenue: JP¥114.0b (up 13% from 2Q 2022). Net income: JP¥7.76b (up 31% from 2Q 2022). Profit margin: 6.8% (up from 5.8% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Consumer Retailing industry in Europe.
Reported Earnings • Mar 15First quarter 2023 earnings released: EPS: JP¥6.15 (vs JP¥23.48 in 1Q 2022)First quarter 2023 results: EPS: JP¥6.15 (down from JP¥23.48 in 1Q 2022). Revenue: JP¥107.9b (up 12% from 1Q 2022). Net income: JP¥1.35b (down 74% from 1Q 2022). Profit margin: 1.2% (down from 5.3% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Consumer Retailing industry in Europe.
Reported Earnings • Feb 02Full year 2022 earnings released: EPS: JP¥95.35 (vs JP¥90.48 in FY 2021)Full year 2022 results: EPS: JP¥95.35 (up from JP¥90.48 in FY 2021). Revenue: JP¥406.8b (up 12% from FY 2021). Net income: JP¥20.8b (up 6.3% from FY 2021). Profit margin: 5.1% (down from 5.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Consumer Retailing industry in Europe.
공시 • Jan 01Kobe Bussan Co., Ltd. to Report Q1, 2023 Results on Mar 14, 2023Kobe Bussan Co., Ltd. announced that they will report Q1, 2023 results on Mar 14, 2023
공시 • Dec 17Kobe Bussan Co., Ltd., Annual General Meeting, Jan 27, 2023Kobe Bussan Co., Ltd., Annual General Meeting, Jan 27, 2023.
Reported Earnings • Dec 16Full year 2022 earnings released: EPS: JP¥95.35 (vs JP¥90.48 in FY 2021)Full year 2022 results: EPS: JP¥95.35 (up from JP¥90.48 in FY 2021). Revenue: JP¥406.8b (up 12% from FY 2021). Net income: JP¥20.8b (up 6.3% from FY 2021). Profit margin: 5.1% (down from 5.4% in FY 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.0% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Consumer Retailing industry in Europe.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (9 non-independent directors). President and Representative Director Hirokazu Numata was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Upcoming Dividend • Oct 21Upcoming dividend of JP¥21.00 per shareEligible shareholders must have bought the stock before 28 October 2022. Payment date: 30 January 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of German dividend payers (5.2%). Lower than average of industry peers (5.1%).
공시 • Oct 02Kobe Bussan Co., Ltd. to Report Fiscal Year 2022 Results on Dec 15, 2022Kobe Bussan Co., Ltd. announced that they will report fiscal year 2022 results on Dec 15, 2022
Reported Earnings • Sep 14Third quarter 2022 earnings released: EPS: JP¥22.40 (vs JP¥21.94 in 3Q 2021)Third quarter 2022 results: EPS: JP¥22.40 (up from JP¥21.94 in 3Q 2021). Revenue: JP¥101.9b (up 12% from 3Q 2021). Net income: JP¥4.90b (up 3.1% from 3Q 2021). Profit margin: 4.8% (down from 5.2% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Consumer Retailing industry in Europe.
공시 • Jul 09Kobe Bussan Co., Ltd. to Report Q3, 2022 Results on Sep 12, 2022Kobe Bussan Co., Ltd. announced that they will report Q3, 2022 results on Sep 12, 2022
Reported Earnings • Jun 14Second quarter 2022 earnings released: EPS: JP¥27.09 (vs JP¥25.60 in 2Q 2021)Second quarter 2022 results: EPS: JP¥27.09 (up from JP¥25.60 in 2Q 2021). Revenue: JP¥101.4b (up 11% from 2Q 2021). Net income: JP¥5.92b (up 6.9% from 2Q 2021). Profit margin: 5.8% (down from 6.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 10%, compared to a 7.3% growth forecast for the industry in Germany.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 7 highly experienced directors. No independent directors (9 non-independent directors). President and Representative Director Hirokazu Numata was the last director to join the board, commencing their role in 2011. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Buying Opportunity • Apr 13Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be €33.73, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 8.1% per annum. Earnings is also forecast to grow by 12% per annum over the same time period.
Reported Earnings • Mar 15First quarter 2022 earnings: Revenues and EPS in line with analyst expectationsFirst quarter 2022 results: EPS: JP¥23.48 (up from JP¥21.29 in 1Q 2021). Revenue: JP¥96.8b (up 14% from 1Q 2021). Net income: JP¥5.12b (up 11% from 1Q 2021). Profit margin: 5.3% (down from 5.4% in 1Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 8.6%, compared to a 7.7% growth forecast for the industry in Germany.
Buying Opportunity • Mar 01Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 12%. The fair value is estimated to be JP¥37.12, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years.
Buying Opportunity • Jan 15Now 20% undervaluedOver the last 90 days, the stock is up 3.5%. The fair value is estimated to be JP¥36.80, however is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% per annum over the last 3 years. Earnings per share has grown by 21% per annum over the last 3 years.
Reported Earnings • Dec 17Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥90.48 (up from JP¥69.86 in FY 2020). Revenue: JP¥362.1b (up 6.2% from FY 2020). Net income: JP¥19.6b (up 30% from FY 2020). Profit margin: 5.4% (up from 4.4% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 9.3%, compared to a 8.0% growth forecast for the retail industry in Germany.
Upcoming Dividend • Oct 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 October 2021. Payment date: 29 January 2022. Trailing yield: 0.5%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.7%).
Reported Earnings • Sep 15Third quarter 2021 earnings released: EPS JP¥21.94 (vs JP¥19.07 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥90.9b (up 9.2% from 3Q 2020). Net income: JP¥4.75b (up 16% from 3Q 2020). Profit margin: 5.2% (up from 4.9% in 3Q 2020). The increase in margin was driven by higher revenue.
Reported Earnings • Jun 16Second quarter 2021 earnings released: EPS JP¥25.60 (vs JP¥18.52 in 2Q 2020)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥91.4b (down 3.3% from 2Q 2020). Net income: JP¥5.54b (up 39% from 2Q 2020). Profit margin: 6.1% (up from 4.2% in 2Q 2020). The increase in margin was driven by lower expenses.
Reported Earnings • Mar 17First quarter 2021 earnings released: EPS JP¥21.29 (vs JP¥16.55 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥85.0b (up 4.2% from 1Q 2020). Net income: JP¥4.60b (up 29% from 1Q 2020). Profit margin: 5.4% (up from 4.4% in 1Q 2020). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Feb 25New 90-day low: €21.86The company is down 21% from its price of €27.60 on 26 November 2020. The German market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €18.06 per share.
Reported Earnings • Feb 03Full year 2020 earnings released: EPS JP¥140 (vs JP¥56.33 in FY 2019)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥340.9b (up 14% from FY 2019). Net income: JP¥15.0b (up 25% from FY 2019). Profit margin: 4.4% (up from 4.0% in FY 2019). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Feb 03Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 3.1%, compared to a 1.7% growth forecast for the Consumer Retailing industry in Germany.
공시 • Jan 12Kobe Bussan Co., Ltd. to Report Q1, 2021 Results on Mar 15, 2021Kobe Bussan Co., Ltd. announced that they will report Q1, 2021 results on Mar 15, 2021
공시 • Dec 16Kobe Bussan Co., Ltd., Annual General Meeting, Jan 28, 2021Kobe Bussan Co., Ltd., Annual General Meeting, Jan 28, 2021.
Analyst Estimate Surprise Post Earnings • Dec 16Revenue beats expectationsRevenue exceeded analyst estimates by 0.3%. Over the next year, revenue is forecast to grow 1.5%, compared to a 1.5% growth forecast for the Consumer Retailing industry in Germany.
Reported Earnings • Dec 16Full year 2020 earnings released: EPS JP¥140The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥340.9b (up 14% from FY 2019). Net income: JP¥15.0b (up 25% from FY 2019). Profit margin: 4.4% (up from 4.0% in FY 2019). The increase in margin was driven by higher revenue.
Is New 90 Day High Low • Nov 27New 90-day high: €27.60The company is up 12% from its price of €24.70 on 28 August 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €19.86 per share.
공시 • Aug 03Kobe Bussan Co., Ltd. to Report Q3, 2020 Results on Sep 10, 2020Kobe Bussan Co., Ltd. announced that they will report Q3, 2020 results on Sep 10, 2020