View ValuationBML 향후 성장Future 기준 점검 1/6BML (는) 각각 연간 7.8% 및 3.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 11.5% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.8% 로 예상됩니다.핵심 정보7.8%이익 성장률11.49%EPS 성장률Healthcare 이익 성장13.1%매출 성장률3.2%향후 자기자본이익률6.77%애널리스트 커버리지Low마지막 업데이트25 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesReported Earnings • Aug 09First quarter 2027 earnings released: EPS: JP¥52.82 (vs JP¥47.74 in 1Q 2026)First quarter 2027 results: EPS: JP¥52.82 (up from JP¥47.74 in 1Q 2026). Revenue: JP¥39.0b (up 2.7% from 1Q 2026). Net income: JP¥1.98b (up 6.3% from 1Q 2026). Profit margin: 5.1% (up from 4.9% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Declared Dividend • Jul 26Final dividend of JP¥62.50 announcedShareholders will receive a dividend of JP¥62.50. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 331%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Jun 03BML, Inc. to Report Q1, 2027 Results on Aug 07, 2026BML, Inc. announced that they will report Q1, 2027 results on Aug 07, 2026Reported Earnings • May 14Full year 2026 earnings released: EPS: JP¥204 (vs JP¥161 in FY 2025)Full year 2026 results: EPS: JP¥204 (up from JP¥161 in FY 2025). Revenue: JP¥150.3b (up 4.9% from FY 2025). Net income: JP¥7.75b (up 24% from FY 2025). Profit margin: 5.2% (up from 4.4% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공고 • May 13BML, Inc., Annual General Meeting, Jun 26, 2026BML, Inc., Annual General Meeting, Jun 26, 2026.공고 • May 09BML, Inc. to Report Fiscal Year 2026 Results on May 13, 2026BML, Inc. announced that they will report fiscal year 2026 results on May 13, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (2.8%).Reported Earnings • Feb 08Third quarter 2026 earnings released: EPS: JP¥62.19 (vs JP¥47.02 in 3Q 2025)Third quarter 2026 results: EPS: JP¥62.19 (up from JP¥47.02 in 3Q 2025). Revenue: JP¥38.8b (up 4.4% from 3Q 2025). Net income: JP¥2.34b (up 28% from 3Q 2025). Profit margin: 6.0% (up from 4.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Declared Dividend • Dec 03First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 293%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: JP¥61.81 (vs JP¥44.08 in 2Q 2025)Second quarter 2026 results: EPS: JP¥61.81 (up from JP¥44.08 in 2Q 2025). Revenue: JP¥37.6b (up 5.1% from 2Q 2025). Net income: JP¥2.36b (up 37% from 2Q 2025). Profit margin: 6.3% (up from 4.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.5%).공고 • Sep 03+ 1 more updateBML, Inc. to Report Q3, 2026 Results on Feb 06, 2026BML, Inc. announced that they will report Q3, 2026 results on Feb 06, 2026Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥47.74 (vs JP¥43.79 in 1Q 2025)First quarter 2026 results: EPS: JP¥47.74 (up from JP¥43.79 in 1Q 2025). Revenue: JP¥38.0b (up 6.8% from 1Q 2025). Net income: JP¥1.86b (up 9.1% from 1Q 2025). Profit margin: 4.9% (up from 4.8% in 1Q 2025). 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 4.1% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.Declared Dividend • Jul 09Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 321%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 30Full year 2025 earnings released: EPS: JP¥161 (vs JP¥155 in FY 2024)Full year 2025 results: EPS: JP¥161 (up from JP¥155 in FY 2024). Revenue: JP¥143.2b (up 3.8% from FY 2024). Net income: JP¥6.26b (up 3.8% from FY 2024). Profit margin: 4.4% (in line with FY 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.공고 • Jun 03BML, Inc. to Report Q1, 2026 Results on Aug 08, 2025BML, Inc. announced that they will report Q1, 2026 results on Aug 08, 2025Buy Or Sell Opportunity • May 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.0% to €16.80. The fair value is estimated to be €21.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 65%. Revenue is forecast to grow by 6.2% in 2 years. Earnings are forecast to grow by 8.6% in the next 2 years.Reported Earnings • May 11Full year 2025 earnings released: EPS: JP¥161 (vs JP¥155 in FY 2024)Full year 2025 results: EPS: JP¥161 (up from JP¥155 in FY 2024). Revenue: JP¥143.2b (up 3.8% from FY 2024). Net income: JP¥6.26b (up 3.8% from FY 2024). Profit margin: 4.4% (in line with FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.공고 • May 09BML, Inc., Annual General Meeting, Jun 27, 2025BML, Inc., Annual General Meeting, Jun 27, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (2.7%).공고 • Mar 04BML, Inc. to Report Fiscal Year 2025 Results on May 09, 2025BML, Inc. announced that they will report fiscal year 2025 results on May 09, 2025New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Feb 09Third quarter 2025 earnings released: EPS: JP¥47.02 (vs JP¥47.58 in 3Q 2024)Third quarter 2025 results: EPS: JP¥47.02 (down from JP¥47.58 in 3Q 2024). Revenue: JP¥37.2b (up 6.0% from 3Q 2024). Net income: JP¥1.83b (down 1.1% from 3Q 2024). Profit margin: 4.9% (down from 5.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥44.08 (vs JP¥40.00 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.08 (up from JP¥40.00 in 2Q 2024). Revenue: JP¥35.8b (up 2.7% from 2Q 2024). Net income: JP¥1.72b (up 10% from 2Q 2024). Profit margin: 4.8% (up from 4.5% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.0%).공고 • Aug 28+ 1 more updateBML, Inc. to Report Q2, 2025 Results on Nov 08, 2024BML, Inc. announced that they will report Q2, 2025 results on Nov 08, 2024Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥43.79 (vs JP¥46.08 in 1Q 2024)First quarter 2025 results: EPS: JP¥43.79 (down from JP¥46.08 in 1Q 2024). Revenue: JP¥35.6b (flat on 1Q 2024). Net income: JP¥1.71b (down 5.0% from 1Q 2024). Profit margin: 4.8% (down from 5.1% in 1Q 2024). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.공고 • Jun 06BML, Inc. to Report Q1, 2025 Results on Aug 09, 2024BML, Inc. announced that they will report Q1, 2025 results on Aug 09, 2024Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥155 (vs JP¥396 in FY 2023)Full year 2024 results: EPS: JP¥155 (down from JP¥396 in FY 2023). Revenue: JP¥138.0b (down 14% from FY 2023). Net income: JP¥6.03b (down 61% from FY 2023). Profit margin: 4.4% (down from 9.8% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.공고 • May 12BML, Inc., Annual General Meeting, Jun 27, 2024BML, Inc., Annual General Meeting, Jun 27, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 42% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.2%).공고 • Mar 02BML, Inc. to Report Fiscal Year 2024 Results on May 10, 2024BML, Inc. announced that they will report fiscal year 2024 results on May 10, 2024New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.3% net profit margin).Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥47.58 (vs JP¥76.57 in 3Q 2023)Third quarter 2024 results: EPS: JP¥47.58 (down from JP¥76.57 in 3Q 2023). Revenue: JP¥35.1b (down 13% from 3Q 2023). Net income: JP¥1.86b (down 38% from 3Q 2023). Profit margin: 5.3% (down from 7.5% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, while revenues in the Healthcare industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 16% per year.New Risk • Dec 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.0% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.9% net profit margin).Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥40.00 (vs JP¥143 in 2Q 2023)Second quarter 2024 results: EPS: JP¥40.00 (down from JP¥143 in 2Q 2023). Revenue: JP¥34.8b (down 19% from 2Q 2023). Net income: JP¥1.56b (down 72% from 2Q 2023). Profit margin: 4.5% (down from 13% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 1.0% decline forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 25% and the cash payout ratio is 94%. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (2.9%).공고 • Aug 30BML, Inc. to Report Q2, 2024 Results on Feb 09, 2024BML, Inc. announced that they will report Q2, 2024 results on Feb 09, 2024Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥46.08 (vs JP¥119 in 1Q 2023)First quarter 2024 results: EPS: JP¥46.08 (down from JP¥119 in 1Q 2023). Revenue: JP¥35.3b (down 13% from 1Q 2023). Net income: JP¥1.80b (down 62% from 1Q 2023). Profit margin: 5.1% (down from 12% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공고 • May 31BML, Inc. to Report Q1, 2024 Results on Aug 10, 2023BML, Inc. announced that they will report Q1, 2024 results on Aug 10, 2023Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥396 (vs JP¥833 in FY 2022)Full year 2023 results: EPS: JP¥396 (down from JP¥833 in FY 2022). Revenue: JP¥159.5b (down 14% from FY 2022). Net income: JP¥15.6b (down 54% from FY 2022). Profit margin: 9.8% (down from 18% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공고 • May 14BML, Inc., Annual General Meeting, Jun 29, 2023BML, Inc., Annual General Meeting, Jun 29, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.4%).Buying Opportunity • Feb 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.2%. The fair value is estimated to be €27.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 52%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings is also forecast to decline by 6.7% per annum over the same time period.Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥76.57 (vs JP¥131 in 3Q 2022)Third quarter 2023 results: EPS: JP¥76.57 (down from JP¥131 in 3Q 2022). Revenue: JP¥40.2b (down 1.9% from 3Q 2022). Net income: JP¥3.01b (down 43% from 3Q 2022). Profit margin: 7.5% (down from 13% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.2% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공고 • Feb 11BML, Inc. (TSE:4694) announces an Equity Buyback for 350,000 shares, representing 0.89% for ¥1,000 million.BML, Inc. (TSE:4694) announces a share repurchase program. Under the program, the company will repurchase up to 350,000 shares, representing 0.89% of its issued share capital for ¥1,000 million. The purpose of the program is to improve capital efficiency and enhance shareholder returns. The program is valid till April 30, 2023. As of January 31, 2023, the company had 39,279,662 shares issued (excluding treasury stock) and 3,333,964 shares in treasury.Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥143 (vs JP¥217 in 2Q 2022)Second quarter 2023 results: EPS: JP¥143 (down from JP¥217 in 2Q 2022). Revenue: JP¥43.2b (down 11% from 2Q 2022). Net income: JP¥5.61b (down 36% from 2Q 2022). Profit margin: 13% (down from 18% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Shigeru Osawa was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.9%).공고 • Aug 31+ 1 more updateBML, Inc. to Report Q2, 2023 Results on Nov 11, 2022BML, Inc. announced that they will report Q2, 2023 results on Nov 11, 2022Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥119 (vs JP¥244 in 1Q 2022)First quarter 2023 results: EPS: JP¥119 (down from JP¥244 in 1Q 2022). Revenue: JP¥40.5b (down 14% from 1Q 2022). Net income: JP¥4.72b (down 53% from 1Q 2022). Profit margin: 12% (down from 21% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is expected to shrink by 20% compared to a 2.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공고 • Jun 02BML, Inc. to Report Q1, 2023 Results on Aug 10, 2022BML, Inc. announced that they will report Q1, 2023 results on Aug 10, 2022Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥833 (vs JP¥337 in FY 2021)Full year 2022 results: EPS: JP¥833 (up from JP¥337 in FY 2021). Revenue: JP¥186.1b (up 34% from FY 2021). Net income: JP¥33.7b (up 146% from FY 2021). Profit margin: 18% (up from 9.9% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 24% compared to a 5.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.공고 • May 15BML, Inc., Annual General Meeting, Jun 29, 2022BML, Inc., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Managing Executive Officer & Director Masato Chikira was the last director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공고 • Apr 08BML, Inc. to Report Fiscal Year 2022 Results on May 13, 2022BML, Inc. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.6%).공고 • Mar 03BML, Inc. (TSE:4694) announces an Equity Buyback for 1,000,000 shares, representing 2.49% for ¥3,000 million.BML, Inc. (TSE:4694) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 2.49% of its issued share capital for ¥3,000 million. The purpose of the program is to return of profits to shareholders as one of the important management issues, implement agile capital policies in response to changes in the business environment, improve capital efficiency, and enhance shareholder returns. The program is valid till August 31, 2022. As of January 31, 2022, the company had 40,206,024 shares issued (excluding treasury stock) and 3,808,702 shares in treasury.Reported Earnings • Feb 10Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥131 (up from JP¥126 in 3Q 2021). Revenue: JP¥41.0b (up 6.6% from 3Q 2021). Net income: JP¥5.29b (up 3.1% from 3Q 2021). Profit margin: 13% (in line with 3Q 2021). Revenue exceeded analyst estimates by 7.7%. Over the next year, revenue is expected to shrink by 18% compared to a 4.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥217 (vs JP¥83.75 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥48.6b (up 44% from 2Q 2021). Net income: JP¥8.82b (up 159% from 2Q 2021). Profit margin: 18% (up from 10% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.3%).Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥244 (vs JP¥2.73 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥47.1b (up 80% from 1Q 2021). Net income: JP¥9.94b (up JP¥9.83b from 1Q 2021). Profit margin: 21% (up from 0.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥337 (vs JP¥151 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥138.6b (up 15% from FY 2020). Net income: JP¥13.7b (up 115% from FY 2020). Profit margin: 9.9% (up from 5.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Mar 23Upcoming Dividend of JP¥50.00 Per ShareWill be paid on the 29th of June to those who are registered shareholders by the 30th of March. The trailing yield of 1.4% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (2.4%).Reported Earnings • Feb 13Third quarter 2021 earnings released: EPS JP¥126 (vs JP¥40.86 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥38.5b (up 24% from 3Q 2020). Net income: JP¥5.14b (up 195% from 3Q 2020). Profit margin: 13% (up from 5.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 1.5%, compared to a 3.5% growth forecast for the Healthcare industry in Germany.Is New 90 Day High Low • Feb 11New 90-day high: €29.70The company is up 18% from its price of €25.18 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.25 per share.Is New 90 Day High Low • Jan 21New 90-day high: €28.58The company is up 19% from its price of €24.11 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.80 per share.공고 • Dec 13BML, Inc. to Report Q3, 2021 Results on Feb 10, 2021BML, Inc. announced that they will report Q3, 2021 results on Feb 10, 2021Is New 90 Day High Low • Dec 12New 90-day high: €27.92The company is up 22% from its price of €22.94 on 11 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.58 per share.Is New 90 Day High Low • Nov 21New 90-day high: €26.48The company is up 21% from its price of €21.82 on 21 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare 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 €29.58 per share.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 4.3%, compared to a 4.4% growth forecast for the Healthcare industry in Germany.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥83.75The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥33.7b (up 8.5% from 2Q 2020). Net income: JP¥3.40b (up 76% from 2Q 2020). Profit margin: 10% (up from 6.2% 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 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Is New 90 Day High Low • Sep 22New 90-day high: €24.23The company is up 2.0% from its price of €23.78 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Healthcare industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.04 per share.공고 • Aug 30BML, Inc. to Report Q2, 2021 Results on Nov 10, 2020BML, Inc. announced that they will report Q2, 2021 results on Nov 10, 2020이익 및 매출 성장 예측MUN:BMZ - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029165,3009,50011,252N/A13/31/2028160,2008,2009,742N/A13/31/2027155,1007,4004,011N/A16/30/2026151,2727,866N/AN/AN/A3/31/2026150,2627,74810,59120,715N/A12/31/2025149,0877,560N/AN/AN/A9/30/2025147,4467,0568,99317,938N/A6/30/2025145,6256,418N/AN/AN/A3/31/2025143,1916,263-84915,809N/A12/31/2024141,3286,084N/AN/AN/A9/30/2024139,2286,105-12,07412,838N/A6/30/2024138,2845,945N/AN/AN/A3/31/2024137,9646,034-6,48114,446N/A12/31/2023140,7427,447N/AN/AN/A9/30/2023145,8598,6014,03716,305N/A6/30/2023154,25612,652N/AN/AN/A3/31/2023159,46215,5785,28211,742N/A12/31/2022173,29223,028N/AN/AN/A9/30/2022174,07925,31223,86830,573N/A6/30/2022179,45328,526N/AN/AN/A3/31/2022186,06733,74138,51845,603N/A12/31/2021176,99329,115N/AN/AN/A9/30/2021174,44328,95831,91837,854N/A6/30/2021159,55423,537N/AN/AN/A3/31/2021138,57113,71115,37719,574N/A12/31/2020126,1639,213N/AN/AN/A9/30/2020118,6525,8185,4289,281N/A6/30/2020115,9974,352N/AN/AN/A3/31/2020120,7326,375N/A12,771N/A12/31/2019120,8716,821N/AN/AN/A9/30/2019120,2406,998N/A12,467N/A6/30/2019118,0716,700N/AN/AN/A3/31/2019117,1296,646N/A12,507N/A12/31/2018115,9236,497N/AN/AN/A9/30/2018114,3875,990N/A11,713N/A6/30/2018114,3756,196N/AN/AN/A3/31/2018113,5025,988N/A12,079N/A12/31/2017113,1276,073N/AN/AN/A9/30/2017112,6206,105N/A12,172N/A6/30/2017111,8035,869N/AN/AN/A3/31/2017111,2435,948N/A11,307N/A12/31/2016111,2456,156N/AN/AN/A9/30/2016110,9366,249N/A12,050N/A6/30/2016109,9905,977N/AN/AN/A3/31/2016109,0245,424N/A11,978N/A12/31/2015107,4444,469N/AN/AN/A9/30/2015106,0674,178N/A11,498N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: BMZ 의 연간 예상 수익 증가율(7.8%)이 saving rate(2.1%)보다 높습니다.수익 vs 시장: BMZ 의 연간 수익(7.8%)이 German 시장(15.3%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: BMZ 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: BMZ 의 수익(연간 3.2%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: BMZ 의 수익(연간 3.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: BMZ의 자본 수익률은 3년 후 6.8%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YHealthcare 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/08/16 05:34종가2026/08/14 00:00수익2026/06/30연간 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.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 소스BML, Inc.는 7명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Mitsuko MiyasakoBarclaysYuki YamazakiDaiwa Securities Co. Ltd.Masao YoshidaIchiyoshi Research Institute Inc.4명의 분석가 더 보기
Reported Earnings • Aug 09First quarter 2027 earnings released: EPS: JP¥52.82 (vs JP¥47.74 in 1Q 2026)First quarter 2027 results: EPS: JP¥52.82 (up from JP¥47.74 in 1Q 2026). Revenue: JP¥39.0b (up 2.7% from 1Q 2026). Net income: JP¥1.98b (up 6.3% from 1Q 2026). Profit margin: 5.1% (up from 4.9% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Declared Dividend • Jul 26Final dividend of JP¥62.50 announcedShareholders will receive a dividend of JP¥62.50. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 331%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (61% earnings payout ratio) and cash flows (44% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Jun 03BML, Inc. to Report Q1, 2027 Results on Aug 07, 2026BML, Inc. announced that they will report Q1, 2027 results on Aug 07, 2026
Reported Earnings • May 14Full year 2026 earnings released: EPS: JP¥204 (vs JP¥161 in FY 2025)Full year 2026 results: EPS: JP¥204 (up from JP¥161 in FY 2025). Revenue: JP¥150.3b (up 4.9% from FY 2025). Net income: JP¥7.75b (up 24% from FY 2025). Profit margin: 5.2% (up from 4.4% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공고 • May 13BML, Inc., Annual General Meeting, Jun 26, 2026BML, Inc., Annual General Meeting, Jun 26, 2026.
공고 • May 09BML, Inc. to Report Fiscal Year 2026 Results on May 13, 2026BML, Inc. announced that they will report fiscal year 2026 results on May 13, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 56% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (2.8%).
Reported Earnings • Feb 08Third quarter 2026 earnings released: EPS: JP¥62.19 (vs JP¥47.02 in 3Q 2025)Third quarter 2026 results: EPS: JP¥62.19 (up from JP¥47.02 in 3Q 2025). Revenue: JP¥38.8b (up 4.4% from 3Q 2025). Net income: JP¥2.34b (up 28% from 3Q 2025). Profit margin: 6.0% (up from 4.9% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Declared Dividend • Dec 03First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 293%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (50% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 09Second quarter 2026 earnings released: EPS: JP¥61.81 (vs JP¥44.08 in 2Q 2025)Second quarter 2026 results: EPS: JP¥61.81 (up from JP¥44.08 in 2Q 2025). Revenue: JP¥37.6b (up 5.1% from 2Q 2025). Net income: JP¥2.36b (up 37% from 2Q 2025). Profit margin: 6.3% (up from 4.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 61% but the company is not cash flow positive. Trailing yield: 3.3%. Lower than top quartile of German dividend payers (4.6%). Higher than average of industry peers (2.5%).
공고 • Sep 03+ 1 more updateBML, Inc. to Report Q3, 2026 Results on Feb 06, 2026BML, Inc. announced that they will report Q3, 2026 results on Feb 06, 2026
Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥47.74 (vs JP¥43.79 in 1Q 2025)First quarter 2026 results: EPS: JP¥47.74 (up from JP¥43.79 in 1Q 2025). Revenue: JP¥38.0b (up 6.8% from 1Q 2025). Net income: JP¥1.86b (up 9.1% from 1Q 2025). Profit margin: 4.9% (up from 4.8% in 1Q 2025). 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 4.1% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jul 09Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 321%, which is higher than the industry average of 3.3%. Sustainability & Growth Dividend is covered by earnings (58% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 30Full year 2025 earnings released: EPS: JP¥161 (vs JP¥155 in FY 2024)Full year 2025 results: EPS: JP¥161 (up from JP¥155 in FY 2024). Revenue: JP¥143.2b (up 3.8% from FY 2024). Net income: JP¥6.26b (up 3.8% from FY 2024). Profit margin: 4.4% (in line with FY 2024). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
공고 • Jun 03BML, Inc. to Report Q1, 2026 Results on Aug 08, 2025BML, Inc. announced that they will report Q1, 2026 results on Aug 08, 2025
Buy Or Sell Opportunity • May 14Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 4.0% to €16.80. The fair value is estimated to be €21.29, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 11% over the last 3 years. Earnings per share has declined by 65%. Revenue is forecast to grow by 6.2% in 2 years. Earnings are forecast to grow by 8.6% in the next 2 years.
Reported Earnings • May 11Full year 2025 earnings released: EPS: JP¥161 (vs JP¥155 in FY 2024)Full year 2025 results: EPS: JP¥161 (up from JP¥155 in FY 2024). Revenue: JP¥143.2b (up 3.8% from FY 2024). Net income: JP¥6.26b (up 3.8% from FY 2024). Profit margin: 4.4% (in line with FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 54 percentage points per year, which is a significant difference in performance.
공고 • May 09BML, Inc., Annual General Meeting, Jun 27, 2025BML, Inc., Annual General Meeting, Jun 27, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 26% but the company is not cash flow positive. Trailing yield: 4.7%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (2.7%).
공고 • Mar 04BML, Inc. to Report Fiscal Year 2025 Results on May 09, 2025BML, Inc. announced that they will report fiscal year 2025 results on May 09, 2025
New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Feb 09Third quarter 2025 earnings released: EPS: JP¥47.02 (vs JP¥47.58 in 3Q 2024)Third quarter 2025 results: EPS: JP¥47.02 (down from JP¥47.58 in 3Q 2024). Revenue: JP¥37.2b (up 6.0% from 3Q 2024). Net income: JP¥1.83b (down 1.1% from 3Q 2024). Profit margin: 4.9% (down from 5.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 10Second quarter 2025 earnings released: EPS: JP¥44.08 (vs JP¥40.00 in 2Q 2024)Second quarter 2025 results: EPS: JP¥44.08 (up from JP¥40.00 in 2Q 2024). Revenue: JP¥35.8b (up 2.7% from 2Q 2024). Net income: JP¥1.72b (up 10% from 2Q 2024). Profit margin: 4.8% (up from 4.5% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 17% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥50.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 52% but the company is not cash flow positive. Trailing yield: 3.7%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (3.0%).
공고 • Aug 28+ 1 more updateBML, Inc. to Report Q2, 2025 Results on Nov 08, 2024BML, Inc. announced that they will report Q2, 2025 results on Nov 08, 2024
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥43.79 (vs JP¥46.08 in 1Q 2024)First quarter 2025 results: EPS: JP¥43.79 (down from JP¥46.08 in 1Q 2024). Revenue: JP¥35.6b (flat on 1Q 2024). Net income: JP¥1.71b (down 5.0% from 1Q 2024). Profit margin: 4.8% (down from 5.1% in 1Q 2024). Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 3.7% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 47% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
공고 • Jun 06BML, Inc. to Report Q1, 2025 Results on Aug 09, 2024BML, Inc. announced that they will report Q1, 2025 results on Aug 09, 2024
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥155 (vs JP¥396 in FY 2023)Full year 2024 results: EPS: JP¥155 (down from JP¥396 in FY 2023). Revenue: JP¥138.0b (down 14% from FY 2023). Net income: JP¥6.03b (down 61% from FY 2023). Profit margin: 4.4% (down from 9.8% in FY 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings.
공고 • May 12BML, Inc., Annual General Meeting, Jun 27, 2024BML, Inc., Annual General Meeting, Jun 27, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 42% but the company is paying out more than the cash it is generating. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (3.2%).
공고 • Mar 02BML, Inc. to Report Fiscal Year 2024 Results on May 10, 2024BML, Inc. announced that they will report fiscal year 2024 results on May 10, 2024
New Risk • Feb 13New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 1.7% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.7% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.3% net profit margin).
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥47.58 (vs JP¥76.57 in 3Q 2023)Third quarter 2024 results: EPS: JP¥47.58 (down from JP¥76.57 in 3Q 2023). Revenue: JP¥35.1b (down 13% from 3Q 2023). Net income: JP¥1.86b (down 38% from 3Q 2023). Profit margin: 5.3% (down from 7.5% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.4% p.a. on average during the next 3 years, while revenues in the Healthcare industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 16% per year.
New Risk • Dec 17New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.0% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.0% per year for the foreseeable future. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (5.9% net profit margin).
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥40.00 (vs JP¥143 in 2Q 2023)Second quarter 2024 results: EPS: JP¥40.00 (down from JP¥143 in 2Q 2023). Revenue: JP¥34.8b (down 19% from 2Q 2023). Net income: JP¥1.56b (down 72% from 2Q 2023). Profit margin: 4.5% (down from 13% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 1.0% decline forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥40.00 per share at 2.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 25% and the cash payout ratio is 94%. Trailing yield: 2.9%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (2.9%).
공고 • Aug 30BML, Inc. to Report Q2, 2024 Results on Feb 09, 2024BML, Inc. announced that they will report Q2, 2024 results on Feb 09, 2024
Reported Earnings • Aug 13First quarter 2024 earnings released: EPS: JP¥46.08 (vs JP¥119 in 1Q 2023)First quarter 2024 results: EPS: JP¥46.08 (down from JP¥119 in 1Q 2023). Revenue: JP¥35.3b (down 13% from 1Q 2023). Net income: JP¥1.80b (down 62% from 1Q 2023). Profit margin: 5.1% (down from 12% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, compared to a 4.0% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공고 • May 31BML, Inc. to Report Q1, 2024 Results on Aug 10, 2023BML, Inc. announced that they will report Q1, 2024 results on Aug 10, 2023
Reported Earnings • May 16Full year 2023 earnings released: EPS: JP¥396 (vs JP¥833 in FY 2022)Full year 2023 results: EPS: JP¥396 (down from JP¥833 in FY 2022). Revenue: JP¥159.5b (down 14% from FY 2022). Net income: JP¥15.6b (down 54% from FY 2022). Profit margin: 9.8% (down from 18% in FY 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.0% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공고 • May 14BML, Inc., Annual General Meeting, Jun 29, 2023BML, Inc., Annual General Meeting, Jun 29, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per share at 2.6% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (3.4%).
Buying Opportunity • Feb 28Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 9.2%. The fair value is estimated to be €27.44, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 52%. For the next 3 years, revenue is forecast to decline by 0.8% per annum. Earnings is also forecast to decline by 6.7% per annum over the same time period.
Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥76.57 (vs JP¥131 in 3Q 2022)Third quarter 2023 results: EPS: JP¥76.57 (down from JP¥131 in 3Q 2022). Revenue: JP¥40.2b (down 1.9% from 3Q 2022). Net income: JP¥3.01b (down 43% from 3Q 2022). Profit margin: 7.5% (down from 13% in 3Q 2022). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to stay flat during the next 3 years compared to a 4.2% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공고 • Feb 11BML, Inc. (TSE:4694) announces an Equity Buyback for 350,000 shares, representing 0.89% for ¥1,000 million.BML, Inc. (TSE:4694) announces a share repurchase program. Under the program, the company will repurchase up to 350,000 shares, representing 0.89% of its issued share capital for ¥1,000 million. The purpose of the program is to improve capital efficiency and enhance shareholder returns. The program is valid till April 30, 2023. As of January 31, 2023, the company had 39,279,662 shares issued (excluding treasury stock) and 3,333,964 shares in treasury.
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥143 (vs JP¥217 in 2Q 2022)Second quarter 2023 results: EPS: JP¥143 (down from JP¥217 in 2Q 2022). Revenue: JP¥43.2b (down 11% from 2Q 2022). Net income: JP¥5.61b (down 36% from 2Q 2022). Profit margin: 13% (down from 18% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to stay flat during the next 3 years compared to a 4.7% growth forecast for the Healthcare industry in Germany. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Shigeru Osawa was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 02 December 2022. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (3.9%).
공고 • Aug 31+ 1 more updateBML, Inc. to Report Q2, 2023 Results on Nov 11, 2022BML, Inc. announced that they will report Q2, 2023 results on Nov 11, 2022
Reported Earnings • Aug 11First quarter 2023 earnings released: EPS: JP¥119 (vs JP¥244 in 1Q 2022)First quarter 2023 results: EPS: JP¥119 (down from JP¥244 in 1Q 2022). Revenue: JP¥40.5b (down 14% from 1Q 2022). Net income: JP¥4.72b (down 53% from 1Q 2022). Profit margin: 12% (down from 21% in 1Q 2022). The decrease in margin was driven by lower revenue. Over the next year, revenue is expected to shrink by 20% compared to a 2.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공고 • Jun 02BML, Inc. to Report Q1, 2023 Results on Aug 10, 2022BML, Inc. announced that they will report Q1, 2023 results on Aug 10, 2022
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥833 (vs JP¥337 in FY 2021)Full year 2022 results: EPS: JP¥833 (up from JP¥337 in FY 2021). Revenue: JP¥186.1b (up 34% from FY 2021). Net income: JP¥33.7b (up 146% from FY 2021). Profit margin: 18% (up from 9.9% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is expected to shrink by 24% compared to a 5.5% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 69% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
공고 • May 15BML, Inc., Annual General Meeting, Jun 29, 2022BML, Inc., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 3 highly experienced directors. 3 independent directors (5 non-independent directors). Managing Executive Officer & Director Masato Chikira was the last director to join the board, commencing their role in 2012. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공고 • Apr 08BML, Inc. to Report Fiscal Year 2022 Results on May 13, 2022BML, Inc. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥85.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (2.6%).
공고 • Mar 03BML, Inc. (TSE:4694) announces an Equity Buyback for 1,000,000 shares, representing 2.49% for ¥3,000 million.BML, Inc. (TSE:4694) announces a share repurchase program. Under the program, the company will repurchase up to 1,000,000 shares, representing 2.49% of its issued share capital for ¥3,000 million. The purpose of the program is to return of profits to shareholders as one of the important management issues, implement agile capital policies in response to changes in the business environment, improve capital efficiency, and enhance shareholder returns. The program is valid till August 31, 2022. As of January 31, 2022, the company had 40,206,024 shares issued (excluding treasury stock) and 3,808,702 shares in treasury.
Reported Earnings • Feb 10Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥131 (up from JP¥126 in 3Q 2021). Revenue: JP¥41.0b (up 6.6% from 3Q 2021). Net income: JP¥5.29b (up 3.1% from 3Q 2021). Profit margin: 13% (in line with 3Q 2021). Revenue exceeded analyst estimates by 7.7%. Over the next year, revenue is expected to shrink by 18% compared to a 4.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 65% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥217 (vs JP¥83.75 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥48.6b (up 44% from 2Q 2021). Net income: JP¥8.82b (up 159% from 2Q 2021). Profit margin: 18% (up from 10% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 02 December 2021. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (2.3%).
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥244 (vs JP¥2.73 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥47.1b (up 80% from 1Q 2021). Net income: JP¥9.94b (up JP¥9.83b from 1Q 2021). Profit margin: 21% (up from 0.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥337 (vs JP¥151 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥138.6b (up 15% from FY 2020). Net income: JP¥13.7b (up 115% from FY 2020). Profit margin: 9.9% (up from 5.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Mar 23Upcoming Dividend of JP¥50.00 Per ShareWill be paid on the 29th of June to those who are registered shareholders by the 30th of March. The trailing yield of 1.4% is below the top quartile of German dividend payers (3.3%), and is lower than industry peers (2.4%).
Reported Earnings • Feb 13Third quarter 2021 earnings released: EPS JP¥126 (vs JP¥40.86 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥38.5b (up 24% from 3Q 2020). Net income: JP¥5.14b (up 195% from 3Q 2020). Profit margin: 13% (up from 5.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 13Revenue beats expectationsRevenue exceeded analyst estimates by 11%. Over the next year, revenue is forecast to grow 1.5%, compared to a 3.5% growth forecast for the Healthcare industry in Germany.
Is New 90 Day High Low • Feb 11New 90-day high: €29.70The company is up 18% from its price of €25.18 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.25 per share.
Is New 90 Day High Low • Jan 21New 90-day high: €28.58The company is up 19% from its price of €24.11 on 23 October 2020. The German market is up 12% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare industry, which is up 7.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.80 per share.
공고 • Dec 13BML, Inc. to Report Q3, 2021 Results on Feb 10, 2021BML, Inc. announced that they will report Q3, 2021 results on Feb 10, 2021
Is New 90 Day High Low • Dec 12New 90-day high: €27.92The company is up 22% from its price of €22.94 on 11 September 2020. The German market is up 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare industry, which is down 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €37.58 per share.
Is New 90 Day High Low • Nov 21New 90-day high: €26.48The company is up 21% from its price of €21.82 on 21 August 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Healthcare 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 €29.58 per share.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 4.3%, compared to a 4.4% growth forecast for the Healthcare industry in Germany.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥83.75The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥33.7b (up 8.5% from 2Q 2020). Net income: JP¥3.40b (up 76% from 2Q 2020). Profit margin: 10% (up from 6.2% 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 1% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Is New 90 Day High Low • Sep 22New 90-day high: €24.23The company is up 2.0% from its price of €23.78 on 24 June 2020. The German market is up 4.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Healthcare industry, which is down 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €24.04 per share.
공고 • Aug 30BML, Inc. to Report Q2, 2021 Results on Nov 10, 2020BML, Inc. announced that they will report Q2, 2021 results on Nov 10, 2020