View ValuationSumitomo Osaka Cement 향후 성장Future 기준 점검 2/6Sumitomo Osaka Cement (는) 각각 연간 17.1% 및 4.1% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 18.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 7% 로 예상됩니다.핵심 정보17.1%이익 성장률18.27%EPS 성장률Basic Materials 이익 성장17.4%매출 성장률4.1%향후 자기자본이익률6.97%애널리스트 커버리지Good마지막 업데이트07 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공지 • 8hSumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026공지 • Jan 28Sumitomo Osaka Cement Co., Ltd. Announces to Discontinue Operations of the Power PlantSumitomo Osaka Cement Co., Ltd. announced with respect to the Ako Power Plant, the facility has been operated as a coal-fired power plant and has primarily supplied electricity to the Company's cement plants. However, after careful consideration of the planned commencement of an emissions trading scheme (GX-ETS), the Company resolved at the Board of Directors' meeting held on January 27, 2026 to discontinue operations of the power plant by the end of March 2026. As a result, the Company will record an extraordinary loss of ¥2,905 million as an impairment loss on non-current assets related to the power plant.공지 • Dec 27Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026공지 • Sep 10Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025공지 • Jul 02Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025공지 • May 16Sumitomo Osaka Cement Co., Ltd. Announces Dividend for the Fiscal Year March 31, 2025, Payable on June 27, 2025; Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March, 31 2026Sumitomo Osaka Cement Co., Ltd. announced a dividend of JPY 60.00 per share for the Fiscal Year March 31, 2025 as compared to JPY 60.00 per share paid a year ago. Scheduled date to commence dividend payments is June 27, 2025. The company provided dividend guidance for the second quarter and fiscal Year Ending March, 31 2026. For the second quarter, the company expects to pay a dividend of JPY 60.00 per share as compared to JPY 60.00 per share paid a year ago. For the fiscal Year Ending March, 31 2026, the company expects to pay a dividend of JPY 60.00 per share as compared to JPY 60.00 per share paid a year ago.공지 • May 14Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces an Equity Buyback for 1,500,000 shares, representing 4.54% for ¥5,000 million.Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 4.54% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to return profits to shareholders by improving capital efficiency. The program will continue through September 30, 2025. As of March 31, 2025, the company had 33,063,062 issued shares (excluding treasury stock) and 173,955 treasury shares.공지 • May 13+ 1 more updateSumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2025Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2025.공지 • Mar 05Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025공지 • Dec 05Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥7.74 (vs JP¥20.29 in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.74 (down from JP¥20.29 in 2Q 2024). Revenue: JP¥55.4b (down 2.9% from 2Q 2024). Net income: JP¥257.0m (down 63% from 2Q 2024). Profit margin: 0.5% (down from 1.2% in 2Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €18.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Basic Materials industry in Europe. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.97 per share.Upcoming Dividend • Sep 20Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.2%).공지 • Aug 28Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥20.17 (vs JP¥151 in 1Q 2024)First quarter 2025 results: EPS: JP¥20.17 (down from JP¥151 in 1Q 2024). Revenue: JP¥53.2b (flat on 1Q 2024). Net income: JP¥686.0m (down 87% from 1Q 2024). Profit margin: 1.3% (down from 9.8% in 1Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.Declared Dividend • Jul 11Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 272%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공지 • Jun 29Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥448 (vs JP¥167 loss in FY 2023)Full year 2024 results: EPS: JP¥448 (up from JP¥167 loss in FY 2023). Revenue: JP¥222.5b (up 8.7% from FY 2023). Net income: JP¥15.3b (up JP¥21.1b from FY 2023). Profit margin: 6.9% (up from net loss in FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% 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.공지 • May 16Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2024Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2024.공지 • May 15Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces an Equity Buyback for 1,500,000 shares, representing 4.37% for ¥5,000 million.Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 4.37% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to return profits to shareholders by improving capital efficiency. The program will continue through August 30, 2024. As of March 31, 2024, the company had 34,287,766 issued shares (excluding treasury stock) and 41,751 treasury shares.공지 • Apr 03Sumitomo Osaka Cement Co., Ltd.(TSE:5232) dropped from Nikkei 225 IndexSumitomo Osaka Cement Co., Ltd. has been removed from Nikkei 225 Index.공지 • Mar 28Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (3.3%).Buy Or Sell Opportunity • Feb 14Now 21% undervaluedOver the last 90 days, the stock has risen 4.7% to €22.20. The fair value is estimated to be €27.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥138 (vs JP¥35.17 in 3Q 2023)Third quarter 2024 results: EPS: JP¥138 (up from JP¥35.17 in 3Q 2023). Revenue: JP¥57.7b (up 5.2% from 3Q 2023). Net income: JP¥4.73b (up 292% from 3Q 2023). Profit margin: 8.2% (up from 2.2% in 3Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.공지 • Dec 24Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥20.29 (vs JP¥52.60 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.29 (up from JP¥52.60 loss in 2Q 2023). Revenue: JP¥57.0b (up 14% from 2Q 2023). Net income: JP¥695.0m (up JP¥2.50b from 2Q 2023). Profit margin: 1.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.공지 • Sep 29Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥60.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (3.4%).Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥151 (vs JP¥32.19 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥151 (up from JP¥32.19 loss in 1Q 2023). Revenue: JP¥52.8b (up 16% from 1Q 2023). Net income: JP¥5.18b (up JP¥6.29b from 1Q 2023). Profit margin: 9.8% (up from net loss in 1Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.공지 • Aug 03Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023Buying Opportunity • Jul 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.2%. The fair value is estimated to be €29.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.Reported Earnings • May 14Full year 2023 earnings released: JP¥167 loss per share (vs JP¥263 profit in FY 2022)Full year 2023 results: JP¥167 loss per share (down from JP¥263 profit in FY 2022). Revenue: JP¥204.7b (up 11% from FY 2022). Net loss: JP¥5.72b (down 159% from profit in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Basic Materials industry in Europe. 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 8% per year, which means it has not declined as severely as earnings.공지 • May 13Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2023Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.5%).Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥35.17 (vs JP¥60.77 in 3Q 2022)Third quarter 2023 results: EPS: JP¥35.17 (down from JP¥60.77 in 3Q 2022). Revenue: JP¥54.8b (up 14% from 3Q 2022). Net income: JP¥1.21b (down 46% from 3Q 2022). Profit margin: 2.2% (down from 4.7% in 3Q 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.공지 • Jan 14Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Outside Independent Director Tatsuya Inagawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공지 • Oct 02Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2023 Results on Nov 09, 2022Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 75% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.4%).Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥32.19 loss per share (vs JP¥73.83 profit in 1Q 2022)First quarter 2023 results: JP¥32.19 loss per share (down from JP¥73.83 profit in 1Q 2022). Revenue: JP¥45.5b (up 3.9% from 1Q 2022). Net loss: JP¥1.11b (down 140% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 11%, compared to a 4.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.공지 • Jul 01Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥263 (vs JP¥305 in FY 2021)Full year 2022 results: EPS: JP¥263 (down from JP¥305 in FY 2021). Revenue: JP¥184.2b (down 23% from FY 2021). Net income: JP¥9.67b (down 18% from FY 2021). Profit margin: 5.3% (up from 4.9% in FY 2021). Over the next year, revenue is forecast to grow 8.5%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.공지 • May 14Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2022Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2022.Board Change • Apr 27Less 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. Outside Independent Director Tatsuya Inagawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to €27.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.55 per share.공지 • Apr 08Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (3.6%). In line with average of industry peers (3.7%).Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥60.77 (down from JP¥94.59 in 3Q 2021). Revenue: JP¥47.9b (down 25% from 3Q 2021). Net income: JP¥2.25b (down 38% from 3Q 2021). Profit margin: 4.7% (down from 5.7% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.9%. Over the next year, revenue is expected to shrink by 3.9% compared to a 9.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공지 • Nov 27Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces an Equity Buyback for 3,500,000 shares, representing 9.41% for ¥10,000 million.Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 9.41% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to return profits to shareholders by improving capital efficiency. The program will continue through June 30, 2022. As of September 30, 2021, the company had 37,200,767 issued shares (excluding treasury stock) and 42,450 treasury shares.Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥88.31 (vs JP¥66.98 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥45.3b (down 24% from 2Q 2021). Net income: JP¥3.29b (up 27% from 2Q 2021). Profit margin: 7.2% (up from 4.3% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.0%).Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥73.83 (vs JP¥49.73 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥43.8b (down 16% from 1Q 2021). Net income: JP¥2.76b (up 44% from 1Q 2021). Profit margin: 6.3% (up from 3.7% in 1Q 2021). The increase in margin was driven by lower expenses. 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 15% per year, which means it is significantly lagging earnings.Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥305 (vs JP¥283 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥239.3b (down 2.4% from FY 2020). Net income: JP¥11.7b (up 7.3% from FY 2020). Profit margin: 4.9% (up from 4.5% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.9%).Is New 90 Day High Low • Feb 15New 90-day high: €28.60The company is up 6.0% from its price of €27.00 on 17 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.82 per share.Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥94.60 (vs JP¥82.07 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥63.6b (up 2.4% from 3Q 2020). Net income: JP¥3.65b (up 15% from 3Q 2020). Profit margin: 5.7% (up from 5.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 7% per year.Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to stay flat compared to a 3.9% growth forecast for the Basic Materials industry in Germany.공지 • Jan 12Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021Is New 90 Day High Low • Dec 22New 90-day low: €22.80The company is down 21% from its price of €29.00 on 23 September 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.03 per share.Is New 90 Day High Low • Nov 28New 90-day low: €25.40The company is down 6.0% from its price of €27.00 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €38.49 per share.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥66.98The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥59.8b (down 1.9% from 2Q 2020). Net income: JP¥2.58b (up 5.4% from 2Q 2020). Profit margin: 4.3% (up from 4.0% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 9% per year.Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to stay flat compared to a 2.4% growth forecast for the Basic Materials industry in Germany.Is New 90 Day High Low • Oct 21New 90-day low: €26.20The company is down 12% from its price of €29.80 on 22 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials 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 €36.49 per share.공지 • Oct 08Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2021 Results on Nov 10, 2020Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020이익 및 매출 성장 예측DB:SU2 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029252,00015,600N/AN/A23/31/2028241,28014,5808,326N/A53/31/2027234,16712,5844,487N/A63/31/2026222,9509,4993,933N/A612/31/2025217,6448,583N/AN/AN/A9/30/2025216,62413,6551,56130,200N/A6/30/2025218,04511,332-59927,543N/A3/31/2025219,4659,008-2,76024,885N/A12/31/2024221,19011,410N/AN/AN/A9/30/2024221,32910,4047,39134,437N/A6/30/2024222,96110,842N/AN/AN/A3/31/2024222,50215,33914,84943,731N/A12/31/2023221,6856,590N/AN/AN/A9/30/2023218,8183,069-11,96519,114N/A6/30/2023211,971571N/AN/AN/A3/31/2023204,705-5,719-44,059-16,146N/A12/31/2022197,720-323N/AN/AN/A9/30/2022190,788722-31,539-9,739N/A6/30/2022185,9305,810N/AN/AN/A3/31/2022184,2099,674-2,66618,255N/A12/31/2021200,54011,862N/AN/AN/A9/30/2021216,24913,2607,30329,923N/A6/30/2021230,70812,558N/AN/AN/A3/31/2021239,27411,71912,57632,797N/A12/31/2020238,93611,351N/AN/AN/A9/30/2020237,44110,86811,69730,182N/A6/30/2020238,58310,735N/AN/AN/A3/31/2020245,15910,92213,87232,305N/A12/31/2019244,82210,522N/AN/AN/A9/30/2019249,9879,995N/A31,648N/A6/30/2019249,7897,746N/AN/AN/A3/31/2019251,0617,799N/A29,252N/A12/31/2018251,9939,031N/AN/AN/A9/30/2018248,24210,270N/A26,955N/A6/30/2018247,67314,062N/AN/AN/A3/31/2018244,82614,659N/A26,470N/A12/31/2017243,93013,948N/AN/AN/A9/30/2017241,12114,952N/A27,422N/A6/30/2017238,42415,937N/AN/AN/A3/31/2017234,06216,210N/A29,231N/A12/31/2016229,72216,457N/AN/AN/A9/30/2016228,97516,450N/A33,243N/A6/30/2016230,40115,956N/AN/AN/A3/31/2016234,19216,110N/A32,618N/A12/31/2015238,04616,915N/AN/AN/A9/30/2015238,69616,855N/A36,022N/A6/30/2015237,74914,151N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: SU2 의 연간 예상 수익 증가율(17.1%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: SU2 의 연간 수익(17.1%)이 German 시장(16.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: SU2 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: SU2 의 수익(연간 4.1%)이 German 시장(연간 6.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: SU2 의 수익(연간 4.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: SU2의 자본 수익률은 3년 후 7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YMaterials 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 14:54종가2026/05/07 00:00수익2025/12/31연간 수익2025/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Sumitomo Osaka Cement Co., Ltd.는 14명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kyoji ChibaBofA Global ResearchTatsuro OchiCitigroup IncMasao YoshidaCLSA11명의 분석가 더 보기
공지 • 8hSumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026
공지 • Jan 28Sumitomo Osaka Cement Co., Ltd. Announces to Discontinue Operations of the Power PlantSumitomo Osaka Cement Co., Ltd. announced with respect to the Ako Power Plant, the facility has been operated as a coal-fired power plant and has primarily supplied electricity to the Company's cement plants. However, after careful consideration of the planned commencement of an emissions trading scheme (GX-ETS), the Company resolved at the Board of Directors' meeting held on January 27, 2026 to discontinue operations of the power plant by the end of March 2026. As a result, the Company will record an extraordinary loss of ¥2,905 million as an impairment loss on non-current assets related to the power plant.
공지 • Dec 27Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
공지 • Sep 10Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025
공지 • Jul 02Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025
공지 • May 16Sumitomo Osaka Cement Co., Ltd. Announces Dividend for the Fiscal Year March 31, 2025, Payable on June 27, 2025; Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March, 31 2026Sumitomo Osaka Cement Co., Ltd. announced a dividend of JPY 60.00 per share for the Fiscal Year March 31, 2025 as compared to JPY 60.00 per share paid a year ago. Scheduled date to commence dividend payments is June 27, 2025. The company provided dividend guidance for the second quarter and fiscal Year Ending March, 31 2026. For the second quarter, the company expects to pay a dividend of JPY 60.00 per share as compared to JPY 60.00 per share paid a year ago. For the fiscal Year Ending March, 31 2026, the company expects to pay a dividend of JPY 60.00 per share as compared to JPY 60.00 per share paid a year ago.
공지 • May 14Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces an Equity Buyback for 1,500,000 shares, representing 4.54% for ¥5,000 million.Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 4.54% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to return profits to shareholders by improving capital efficiency. The program will continue through September 30, 2025. As of March 31, 2025, the company had 33,063,062 issued shares (excluding treasury stock) and 173,955 treasury shares.
공지 • May 13+ 1 more updateSumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2025Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2025.
공지 • Mar 05Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025
공지 • Dec 05Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025
Reported Earnings • Nov 16Second quarter 2025 earnings released: EPS: JP¥7.74 (vs JP¥20.29 in 2Q 2024)Second quarter 2025 results: EPS: JP¥7.74 (down from JP¥20.29 in 2Q 2024). Revenue: JP¥55.4b (down 2.9% from 2Q 2024). Net income: JP¥257.0m (down 63% from 2Q 2024). Profit margin: 0.5% (down from 1.2% in 2Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Nov 14Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €18.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Basic Materials industry in Europe. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.97 per share.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.2%).
공지 • Aug 28Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥20.17 (vs JP¥151 in 1Q 2024)First quarter 2025 results: EPS: JP¥20.17 (down from JP¥151 in 1Q 2024). Revenue: JP¥53.2b (flat on 1Q 2024). Net income: JP¥686.0m (down 87% from 1Q 2024). Profit margin: 1.3% (down from 9.8% in 1Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
Declared Dividend • Jul 11Final dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 272%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공지 • Jun 29Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024
Reported Earnings • May 19Full year 2024 earnings released: EPS: JP¥448 (vs JP¥167 loss in FY 2023)Full year 2024 results: EPS: JP¥448 (up from JP¥167 loss in FY 2023). Revenue: JP¥222.5b (up 8.7% from FY 2023). Net income: JP¥15.3b (up JP¥21.1b from FY 2023). Profit margin: 6.9% (up from net loss in FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% 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.
공지 • May 16Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2024Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2024.
공지 • May 15Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces an Equity Buyback for 1,500,000 shares, representing 4.37% for ¥5,000 million.Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 4.37% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to return profits to shareholders by improving capital efficiency. The program will continue through August 30, 2024. As of March 31, 2024, the company had 34,287,766 issued shares (excluding treasury stock) and 41,751 treasury shares.
공지 • Apr 03Sumitomo Osaka Cement Co., Ltd.(TSE:5232) dropped from Nikkei 225 IndexSumitomo Osaka Cement Co., Ltd. has been removed from Nikkei 225 Index.
공지 • Mar 28Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (3.3%).
Buy Or Sell Opportunity • Feb 14Now 21% undervaluedOver the last 90 days, the stock has risen 4.7% to €22.20. The fair value is estimated to be €27.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 20% per annum over the same time period.
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥138 (vs JP¥35.17 in 3Q 2023)Third quarter 2024 results: EPS: JP¥138 (up from JP¥35.17 in 3Q 2023). Revenue: JP¥57.7b (up 5.2% from 3Q 2023). Net income: JP¥4.73b (up 292% from 3Q 2023). Profit margin: 8.2% (up from 2.2% in 3Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
공지 • Dec 24Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: JP¥20.29 (vs JP¥52.60 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥20.29 (up from JP¥52.60 loss in 2Q 2023). Revenue: JP¥57.0b (up 14% from 2Q 2023). Net income: JP¥695.0m (up JP¥2.50b from 2Q 2023). Profit margin: 1.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
공지 • Sep 29Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥60.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (3.4%).
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥151 (vs JP¥32.19 loss in 1Q 2023)First quarter 2024 results: EPS: JP¥151 (up from JP¥32.19 loss in 1Q 2023). Revenue: JP¥52.8b (up 16% from 1Q 2023). Net income: JP¥5.18b (up JP¥6.29b from 1Q 2023). Profit margin: 9.8% (up from net loss in 1Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
공지 • Aug 03Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
Buying Opportunity • Jul 05Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 7.2%. The fair value is estimated to be €29.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making.
Reported Earnings • May 14Full year 2023 earnings released: JP¥167 loss per share (vs JP¥263 profit in FY 2022)Full year 2023 results: JP¥167 loss per share (down from JP¥263 profit in FY 2022). Revenue: JP¥204.7b (up 11% from FY 2022). Net loss: JP¥5.72b (down 159% from profit in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Basic Materials industry in Europe. 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 8% per year, which means it has not declined as severely as earnings.
공지 • May 13Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2023Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per share at 3.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.5%).
Reported Earnings • Feb 13Third quarter 2023 earnings released: EPS: JP¥35.17 (vs JP¥60.77 in 3Q 2022)Third quarter 2023 results: EPS: JP¥35.17 (down from JP¥60.77 in 3Q 2022). Revenue: JP¥54.8b (up 14% from 3Q 2022). Net income: JP¥1.21b (down 46% from 3Q 2022). Profit margin: 2.2% (down from 4.7% in 3Q 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
공지 • Jan 14Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Outside Independent Director Tatsuya Inagawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공지 • Oct 02Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2023 Results on Nov 09, 2022Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 75% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.4%).
Reported Earnings • Aug 11First quarter 2023 earnings released: JP¥32.19 loss per share (vs JP¥73.83 profit in 1Q 2022)First quarter 2023 results: JP¥32.19 loss per share (down from JP¥73.83 profit in 1Q 2022). Revenue: JP¥45.5b (up 3.9% from 1Q 2022). Net loss: JP¥1.11b (down 140% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 11%, compared to a 4.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings.
공지 • Jul 01Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022
Reported Earnings • May 15Full year 2022 earnings released: EPS: JP¥263 (vs JP¥305 in FY 2021)Full year 2022 results: EPS: JP¥263 (down from JP¥305 in FY 2021). Revenue: JP¥184.2b (down 23% from FY 2021). Net income: JP¥9.67b (down 18% from FY 2021). Profit margin: 5.3% (up from 4.9% in FY 2021). Over the next year, revenue is forecast to grow 8.5%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
공지 • May 14Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2022Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2022.
Board Change • Apr 27Less 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. Outside Independent Director Tatsuya Inagawa was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Apr 20Investor sentiment improved over the past weekAfter last week's 19% share price gain to €27.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.55 per share.
공지 • Apr 08Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (3.6%). In line with average of industry peers (3.7%).
Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with expectations, revenues disappointThird quarter 2022 results: EPS: JP¥60.77 (down from JP¥94.59 in 3Q 2021). Revenue: JP¥47.9b (down 25% from 3Q 2021). Net income: JP¥2.25b (down 38% from 3Q 2021). Profit margin: 4.7% (down from 5.7% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.9%. Over the next year, revenue is expected to shrink by 3.9% compared to a 9.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공지 • Nov 27Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces an Equity Buyback for 3,500,000 shares, representing 9.41% for ¥10,000 million.Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 9.41% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to return profits to shareholders by improving capital efficiency. The program will continue through June 30, 2022. As of September 30, 2021, the company had 37,200,767 issued shares (excluding treasury stock) and 42,450 treasury shares.
Reported Earnings • Nov 12Second quarter 2022 earnings released: EPS JP¥88.31 (vs JP¥66.98 in 2Q 2021)The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥45.3b (down 24% from 2Q 2021). Net income: JP¥3.29b (up 27% from 2Q 2021). Profit margin: 7.2% (up from 4.3% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.0%).
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥73.83 (vs JP¥49.73 in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥43.8b (down 16% from 1Q 2021). Net income: JP¥2.76b (up 44% from 1Q 2021). Profit margin: 6.3% (up from 3.7% in 1Q 2021). The increase in margin was driven by lower expenses. 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 15% per year, which means it is significantly lagging earnings.
Reported Earnings • May 16Full year 2021 earnings released: EPS JP¥305 (vs JP¥283 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥239.3b (down 2.4% from FY 2020). Net income: JP¥11.7b (up 7.3% from FY 2020). Profit margin: 4.9% (up from 4.5% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.9%).
Is New 90 Day High Low • Feb 15New 90-day high: €28.60The company is up 6.0% from its price of €27.00 on 17 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.82 per share.
Reported Earnings • Feb 12Third quarter 2021 earnings released: EPS JP¥94.60 (vs JP¥82.07 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥63.6b (up 2.4% from 3Q 2020). Net income: JP¥3.65b (up 15% from 3Q 2020). Profit margin: 5.7% (up from 5.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 7% per year.
Analyst Estimate Surprise Post Earnings • Feb 12Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to stay flat compared to a 3.9% growth forecast for the Basic Materials industry in Germany.
공지 • Jan 12Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021
Is New 90 Day High Low • Dec 22New 90-day low: €22.80The company is down 21% from its price of €29.00 on 23 September 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.03 per share.
Is New 90 Day High Low • Nov 28New 90-day low: €25.40The company is down 6.0% from its price of €27.00 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €38.49 per share.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥66.98The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥59.8b (down 1.9% from 2Q 2020). Net income: JP¥2.58b (up 5.4% from 2Q 2020). Profit margin: 4.3% (up from 4.0% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 9% per year.
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to stay flat compared to a 2.4% growth forecast for the Basic Materials industry in Germany.
Is New 90 Day High Low • Oct 21New 90-day low: €26.20The company is down 12% from its price of €29.80 on 22 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials 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 €36.49 per share.
공지 • Oct 08Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2021 Results on Nov 10, 2020Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020