View Future GrowthTIS 과거 순이익 실적과거 기준 점검 2/6TIS은 연평균 9%의 비율로 수입이 증가해 온 반면, IT 산업은 수입이 6.1% 증가했습니다. 매출은 연평균 5.6%의 비율로 증가했습니다. TIS의 자기자본이익률은 14.4%이고 순이익률은 7.8%입니다.핵심 정보9.04%순이익 성장률10.95%주당순이익(EPS) 성장률IT 산업 성장률13.97%매출 성장률5.56%자기자본이익률14.39%순이익률7.82%최근 순이익 업데이트31 Mar 2026최근 과거 실적 업데이트공시 • Mar 26TIS Inc. to Report Fiscal Year 2026 Results on May 08, 2026TIS Inc. announced that they will report fiscal year 2026 results on May 08, 2026공시 • Dec 25TIS Inc. to Report Nine Months, 2026 Results on Feb 03, 2026TIS Inc. announced that they will report nine months, 2026 results on Feb 03, 2026공시 • Sep 25TIS Inc. to Report First Half, 2026 Results on Oct 31, 2025TIS Inc. announced that they will report first half, 2026 results on Oct 31, 2025공시 • Jun 25TIS Inc. to Report Q1, 2026 Results on Jul 30, 2025TIS Inc. announced that they will report Q1, 2026 results on Jul 30, 2025공시 • Mar 25TIS Inc. to Report Fiscal Year 2025 Results on May 08, 2025TIS Inc. announced that they will report fiscal year 2025 results on May 08, 2025공시 • Dec 25TIS Inc. to Report Q3, 2025 Results on Feb 04, 2025TIS Inc. announced that they will report Q3, 2025 results on Feb 04, 2025모든 업데이트 보기Recent updatesBoard Change • May 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 4 experienced directors. 1 highly experienced director. 2 independent directors (6 non-independent directors). Non-Executive Chairman of the Board Toru Kuwano is the most experienced director on the board, commencing their role in 2000. Independent Outside Director Mitsuhiro Furusawa was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.공시 • May 08TIS Inc., Annual General Meeting, Jun 23, 2026TIS Inc., Annual General Meeting, Jun 23, 2026.공시 • Mar 26TIS Inc. to Report Fiscal Year 2026 Results on May 08, 2026TIS Inc. announced that they will report fiscal year 2026 results on May 08, 2026공시 • Mar 10TIS Inc. (TSE:3626) announces an Equity Buyback for 20,000,000 shares, representing 8.76% for ¥50,000 million.TIS Inc. (TSE:3626) announces a share repurchase program. Under the program, the company will repurchase 20,000,000 shares, representing 8.76% of the outstanding shares for ¥50,000 million. The purpose of the program is to implement a flexible capital policy that responds flexibly to changes in the business environment and to improve shareholder returns and capital efficiency. The repurchased shares up to a maximum of 5% of the total number of issued shares as treasury stock will be held by the company, and the company will cancel any shares exceeding 5%. The program will run until September 30, 2026. As of February 28, 2026, the company had 228,400,000 shares outstanding (excluding treasury stock) and 10,875,795 shares in treasury.공시 • Dec 25TIS Inc. to Report Nine Months, 2026 Results on Feb 03, 2026TIS Inc. announced that they will report nine months, 2026 results on Feb 03, 2026공시 • Nov 01+ 1 more updateTIS Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026TIS Inc. revised consolidated earnings guidance for the Fiscal Year Ending March 31, 2026. For the fiscal year ending March 31, 2026, the company expected net sales of JPY 588,000 million, operating profit of JPY 75,000 million, profit attributable to owners of parent of JPY 50,000 million and basic earnings per share of JPY 220.70 per share compared to previous guidance of net sales of JPY 582,000 million, operating profit of JPY 73,000 million, profit attributable to owners of parent of JPY 49,000 million.공시 • Sep 25TIS Inc. to Report First Half, 2026 Results on Oct 31, 2025TIS Inc. announced that they will report first half, 2026 results on Oct 31, 2025공시 • Jun 25TIS Inc. to Report Q1, 2026 Results on Jul 30, 2025TIS Inc. announced that they will report Q1, 2026 results on Jul 30, 2025공시 • May 08TIS Inc., Annual General Meeting, Jun 24, 2025TIS Inc., Annual General Meeting, Jun 24, 2025.공시 • Apr 25TIS Inc. (TSE:3626) signed a letter of intent to acquire 86.04% stake in finnovalley co., Ltd. from iRidge, Inc. (TSE:3917).TIS Inc. (TSE:3626) signed a letter of intent to acquire 86.04% stake in finnovalley co., Ltd. from iRidge, Inc. (TSE:3917) on April 25, 2025. The transaction is expected to close in June 2025.공시 • Mar 25TIS Inc. to Report Fiscal Year 2025 Results on May 08, 2025TIS Inc. announced that they will report fiscal year 2025 results on May 08, 2025공시 • Jan 24TIS Inc. (TSE:3626) acquired NTQ Solution JSC.TIS Inc. (TSE:3626) acquired NTQ Solution JSC on December 24, 2024. Naomichi Nosaka and Kensuke Nakatsuka of Lincoln International acted as financial advisor to TIS Inc. TIS Inc. (TSE:3626) completed the acquisition of NTQ Solution JSC on December 24, 2024.공시 • Dec 25TIS Inc. to Report Q3, 2025 Results on Feb 04, 2025TIS Inc. announced that they will report Q3, 2025 results on Feb 04, 2025Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥43.76 (vs JP¥42.22 in 2Q 2024)Second quarter 2025 results: EPS: JP¥43.76 (up from JP¥42.22 in 2Q 2024). Revenue: JP¥141.5b (up 2.5% from 2Q 2024). Net income: JP¥10.2b (flat on 2Q 2024). Profit margin: 7.2% (down from 7.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. 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 3% per year, which means it is significantly lagging earnings.공시 • Sep 25TIS Inc. to Report First Half, 2025 Results on Oct 31, 2024TIS Inc. announced that they will report first half, 2025 results on Oct 31, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥34.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.0%).Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥45.66 (vs JP¥41.94 in 1Q 2024)First quarter 2025 results: EPS: JP¥45.66 (up from JP¥41.94 in 1Q 2024). Revenue: JP¥134.1b (up 3.6% from 1Q 2024). Net income: JP¥10.7b (up 5.2% from 1Q 2024). Profit margin: 8.0% (up from 7.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Declared Dividend • Jul 11Final dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 197%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 23% 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 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 25TIS Inc. to Report Q1, 2025 Results on Jul 30, 2024TIS Inc. announced that they will report Q1, 2025 results on Jul 30, 2024공시 • May 10TIS Inc., Annual General Meeting, Jun 25, 2024TIS Inc., Annual General Meeting, Jun 25, 2024.Reported Earnings • May 09Full year 2024 earnings released: EPS: JP¥203 (vs JP¥227 in FY 2023)Full year 2024 results: EPS: JP¥203 (down from JP¥227 in FY 2023). Revenue: JP¥549.0b (up 8.0% from FY 2023). Net income: JP¥48.9b (down 12% from FY 2023). Profit margin: 8.9% (down from 11% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT 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 only increased by 2% per year, which means it is significantly lagging earnings growth.공시 • May 09TIS Inc. (TSE:3626) announces an Equity Buyback for 2,500,000 shares, representing 1.06% for ¥6,500 million.TIS Inc. (TSE:3626) announces a share repurchase program. Under the program, the company will repurchase 2,500,000 shares, representing 1.06% of the outstanding shares for ¥6,200 million. The purpose of the program is to implement agile capital policies that flexibly respond to changes in the business environment and improve shareholder profits and capital efficiency. The program will run until July 31, 2024. As of March 31, 2024, the company had 236,232,177 shares outstanding (excluding treasury stock) and 1,234 shares in treasury.공시 • Apr 13TIS Inc. (TSE:3626) agreed to acquire an unknown stake in Meeq Co., Ltd.TIS Inc. (TSE:3626) agreed to acquire an unknown stake in Meeq Co., Ltd. on April 12, 2024.공시 • Mar 24TIS Inc. to Report Fiscal Year 2024 Results on May 08, 2024TIS Inc. announced that they will report fiscal year 2024 results on May 08, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.2%).Buy Or Sell Opportunity • Feb 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to €20.60. The fair value is estimated to be €17.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are forecast to decline by 1.8% per annum over the same time period.Buy Or Sell Opportunity • Feb 14Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.9% to €20.80. The fair value is estimated to be €16.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are forecast to decline by 2.7% per annum over the same time period.Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥49.38 (vs JP¥54.90 in 3Q 2023)Third quarter 2024 results: EPS: JP¥49.38 (down from JP¥54.90 in 3Q 2023). Revenue: JP¥137.3b (up 9.7% from 3Q 2023). Net income: JP¥11.9b (down 11% from 3Q 2023). Profit margin: 8.7% (down from 11% in 3Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.공시 • Dec 23TIS Inc. to Report Q3, 2024 Results on Feb 02, 2024TIS Inc. announced that they will report Q3, 2024 results on Feb 02, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥42.22 (vs JP¥41.28 in 2Q 2023)Second quarter 2024 results: EPS: JP¥42.22 (up from JP¥41.28 in 2Q 2023). Revenue: JP¥138.1b (up 8.5% from 2Q 2023). Net income: JP¥10.2b (flat on 2Q 2023). Profit margin: 7.4% (down from 7.9% in 2Q 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.공시 • Sep 23TIS Inc. to Report Q2, 2024 Results on Nov 01, 2023TIS Inc. announced that they will report Q2, 2024 results on Nov 01, 2023Upcoming Dividend • Sep 21Upcoming dividend of JP¥17.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.2%).Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥41.94 (vs JP¥35.31 in 1Q 2023)First quarter 2024 results: EPS: JP¥41.94 (up from JP¥35.31 in 1Q 2023). Revenue: JP¥129.4b (up 9.6% from 1Q 2023). Net income: JP¥10.1b (up 16% from 1Q 2023). Profit margin: 7.8% (up from 7.4% in 1Q 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.New Risk • Jun 26New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. 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 Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.공시 • Jun 21TIS Inc. to Report Q1, 2024 Results on Aug 02, 2023TIS Inc. announced that they will report Q1, 2024 results on Aug 02, 2023Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥227 (vs JP¥158 in FY 2022)Full year 2023 results: EPS: JP¥227 (up from JP¥158 in FY 2022). Revenue: JP¥508.4b (up 5.4% from FY 2022). Net income: JP¥55.5b (up 41% from FY 2022). Profit margin: 11% (up from 8.2% in FY 2022). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.공시 • May 10+ 1 more updateTIS Inc., Annual General Meeting, Jun 23, 2023TIS Inc., Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥32.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.6%).Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥54.90 (vs JP¥55.67 in 3Q 2022)Third quarter 2023 results: EPS: JP¥54.90 (down from JP¥55.67 in 3Q 2022). Revenue: JP¥125.1b (up 5.3% from 3Q 2022). Net income: JP¥13.3b (down 4.1% from 3Q 2022). Profit margin: 11% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • Jan 29TIS Inc. (TSE:3626) acquired Vector Management Consulting Pvt. Ltd.TIS Inc. (TSE:3626) acquired Vector Management Consulting Pvt. Ltd. on January 16, 2023. Tigmanshu Dubey, Tetsuya Fujii, Naomichi Nosaka and Sathya Ramanathan of Lincoln International acted as financial advisor to TIS Inc.TIS Inc. (TSE:3626) completed the acquisition of Vector Management Consulting Pvt. Ltd. on January 16, 2023.공시 • Dec 23TIS Inc. to Report Nine Months, 2023 Results on Feb 03, 2023TIS Inc. announced that they will report nine months, 2023 results on Feb 03, 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. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05Second quarter 2023 earnings released: EPS: JP¥41.28 (vs JP¥33.96 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.28 (up from JP¥33.96 in 2Q 2022). Revenue: JP¥127.2b (up 5.3% from 2Q 2022). Net income: JP¥10.1b (up 18% from 2Q 2022). Profit margin: 7.9% (up from 7.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 19% per year.Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (1.8%).Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥35.31 (vs JP¥27.92 in 1Q 2022)First quarter 2023 results: EPS: JP¥35.31 (up from JP¥27.92 in 1Q 2022). Revenue: JP¥118.1b (up 4.0% from 1Q 2022). Net income: JP¥8.76b (up 25% from 1Q 2022). Profit margin: 7.4% (up from 6.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.7%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to €25.40, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 24x in the IT industry in Germany. Total returns to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.74 per share.Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥158 (vs JP¥111 in FY 2021)Full year 2022 results: EPS: JP¥158 (up from JP¥111 in FY 2021). Revenue: JP¥482.5b (up 7.6% from FY 2021). Net income: JP¥39.5b (up 43% from FY 2021). Profit margin: 8.2% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.6%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 14% per year.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. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (1.0%).Reported Earnings • Feb 06Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥55.67 (up from JP¥31.33 in 3Q 2021). Revenue: JP¥118.8b (up 11% from 3Q 2021). Net income: JP¥13.9b (up 77% from 3Q 2021). Profit margin: 12% (up from 7.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 3.8%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS JP¥33.96 (vs JP¥18.98 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥120.8b (up 8.9% from 2Q 2021). Net income: JP¥8.52b (up 79% from 2Q 2021). Profit margin: 7.1% (up from 4.3% 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 7% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Sep 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 10 December 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.8%).Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥27.92 (vs JP¥22.02 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥113.5b (up 13% from 1Q 2021). Net income: JP¥7.00b (up 27% from 1Q 2021). Profit margin: 6.2% (up from 5.5% 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 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥111 (vs JP¥117 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥448.4b (up 1.1% from FY 2020). Net income: JP¥27.7b (down 5.8% from FY 2020). Profit margin: 6.2% (down from 6.6% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.공시 • May 13TIS Inc. (TSE:3626) announces an Equity Buyback for 3,200,000 shares, representing 1.27% for ¥4,470 million.TIS Inc. (TSE:3626) announces a share repurchase program. Under the program, the company will repurchase 3,200,000 shares, representing 1.27% of the outstanding shares for ¥4,470 million. The purpose of the program is to implement agile capital policies that flexibly respond to changes in the business environment and improve shareholder interests and capital efficiency. The program will run until December 30, 2021. As of March 31, 2021, the company had 252,591,138 shares outstanding and 10,776,156 shares in treasury.Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.1%).Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥31.33 (vs JP¥28.53 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥106.7b (up 3.9% from 3Q 2020). Net income: JP¥7.84b (up 9.4% from 3Q 2020). Profit margin: 7.3% (up from 7.0% 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 13% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 4.5%, compared to a 12% growth forecast for the IT industry in Germany.Is New 90 Day High Low • Feb 02New 90-day high: €18.80The company is up 16% from its price of €16.20 on 03 November 2020. The German market is also up 16% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the IT industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.16 per share.공시 • Dec 24TIS Inc. to Report Q3, 2021 Results on Feb 05, 2021TIS Inc. announced that they will report Q3, 2021 results on Feb 05, 2021Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 3.7%, compared to a 9.2% growth forecast for the IT industry in Germany.Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥18.98The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥110.9b (down 3.8% from 2Q 2020). Net income: JP¥4.75b (down 34% from 2Q 2020). Profit margin: 4.3% (down from 6.2% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.Is New 90 Day High Low • Nov 10New 90-day high: €18.30The company is up 6.0% from its price of €17.20 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.78 per share.공시 • Oct 06+ 1 more updateTIS Inc. (TSE:3626) completed the acquisition of an additional 24.1% stake in MFEC Public Company (SET:MFEC).TIS Inc. (TSE:3626) made an offer to acquire an additional 24.1% stake in MFEC Public Company (SET:MFEC) for approximately THB 530 million on March 6, 2020. TIS Inc. will acquire 106.4 million shares at a price of THB 5 per share. The offer price is not yet final and is still subject to adjustments. If the total number of tendered shares is less than the number of shares (106.4 million) then all tendered shares will be purchased. If the total number of tendered shares exceeds the number of shares (106.4 million) then TIS will purchase neither the entire amount nor any partial amount of the excess shares. The transaction will be financed from internal cash. Post completion, TIS Inc. will hold 49% stake in MFEC Public Company. Post completion of the offer, the offeror plans to nominate its additional representatives to hold Director position on the Board of Directors, proportionally to its shareholding stake in MFEC. Doing so, the offeror will have 2 of its representatives on the board of MFEC Public Company. Transaction is subject to approval of shareholders of MFEC Public Company to be received in a meeting to be held on April 27, 2020 and permission of Thailand’s Securities and Exchange Commission. Transaction was resolved by the Board of Directors of TIS Inc. As of April 27, 2020, the transaction was approved by the shareholders of MFEC Public Company. As of July 8, 2020, the transaction has been approved by Thai Securities and Exchange Commission. All conditions required have been met. As of September 25, 2020, Board of MFEC Public Company rejected the bid on the grounds of inadequate offer price of THB 5 per share which is lower than the fair value of MFEC’s ordinary shares at THB 6.32 per share. Tender offer period will be determined later. The tender offer period will run from July 23, 2020 to September 28, 2020. As on August 20, 2020, the offer period was increased and it will run till September 30, 2020. Capital Nomura Securities Public Company Limited acted as tender offer preparer and Nishimura & Asahi (Thailand) Company Limited acted as legal advisor to TIS Inc in the transaction. Capital Link Advisory Co., Ltd. acted as a financial advisor to shareholders of MFEC. TIS Inc. (TSE:3626) completed the acquisition of an additional 24.1% stake in MFEC Public Company (SET:MFEC) on September 30, 2020. TIS Inc. had tendered 112.012 million shares at the expiration of offer and acquired 106.39 million shares. Now TIS Inc. hold 49% stake in MFEC Public Company Limited.공시 • Sep 27TIS Inc. to Report Q2, 2021 Results on Nov 10, 2020TIS Inc. announced that they will report Q2, 2021 results on Nov 10, 2020공시 • Aug 28Aspera GmbH acquired AJS Inc. from TIS Inc. (TSE:3626) and Asahi Kasei Corporation (TSE:3407).Aspera GmbH acquired AJS Inc. from TIS Inc. (TSE:3626) and Asahi Kasei Corporation (TSE:3407) on August 27, 2020. Aspera GmbH completed the acquisition of AJS Inc. from TIS Inc. (TSE:3626) and Asahi Kasei Corporation (TSE:3407) on August 27, 2020.매출 및 비용 세부 내역TIS가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이DB:4HO 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 26596,47946,62492,105031 Dec 25591,37753,73491,412030 Sep 25584,65452,89891,013030 Jun 25577,94851,85391,311031 Mar 25571,68750,01291,153031 Dec 24560,82151,15788,885030 Sep 24557,07449,40686,956030 Jun 24553,63049,40585,974031 Mar 24549,00448,87384,569031 Dec 23542,76255,49384,794030 Sep 23530,58356,93482,983030 Jun 23519,75756,84581,230031 Mar 23508,40055,46179,403031 Dec 22499,79642,20677,765030 Sep 22493,52042,77577,140030 Jun 22487,09941,22375,520031 Mar 22482,54739,46274,168031 Dec 21483,48338,98575,027030 Sep 21471,40732,93674,361030 Jun 21461,50429,16772,023031 Mar 21448,38327,69270,016031 Dec 20442,74127,09665,348030 Sep 20438,72926,42263,710030 Jun 20443,12628,83262,122031 Mar 20443,71729,41161,057031 Dec 19436,81729,49159,867030 Sep 19434,03528,60858,516030 Jun 19425,29227,80957,631031 Mar 19420,76926,03456,740031 Dec 18419,58824,13955,325030 Sep 18413,86522,71054,076030 Jun 18410,33721,25752,645031 Mar 18405,64820,62051,618031 Dec 17401,71118,51550,573030 Sep 17399,18819,22749,853030 Jun 17396,04817,24349,613031 Mar 17393,39816,30648,938031 Dec 16392,80216,81647,667030 Sep 16389,02912,75846,985030 Jun 16386,16413,47646,230031 Mar 16382,68912,67846,099031 Dec 15376,73312,52245,837030 Sep 15370,85711,98746,126030 Jun 15366,62111,88745,4190양질의 수익: 4HO는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 4HO의 현재 순 이익률 (7.8%)은 지난해 (8.7%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 4HO의 수익은 지난 5년 동안 연평균 9% 증가했습니다.성장 가속화: 4HO은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: 4HO은 지난 1년 동안 수익이 감소(-6.8%)하여 IT 업계 평균(4.2%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: 4HO의 자본 수익률(14.4%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YSoftware 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/24 13:40종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스TIS Inc.는 22명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yuki KanekoBofA Global ResearchMoriya KoketsuCitigroup IncMakoto UenoDaiwa Securities Co. Ltd.19명의 분석가 더 보기
공시 • Mar 26TIS Inc. to Report Fiscal Year 2026 Results on May 08, 2026TIS Inc. announced that they will report fiscal year 2026 results on May 08, 2026
공시 • Dec 25TIS Inc. to Report Nine Months, 2026 Results on Feb 03, 2026TIS Inc. announced that they will report nine months, 2026 results on Feb 03, 2026
공시 • Sep 25TIS Inc. to Report First Half, 2026 Results on Oct 31, 2025TIS Inc. announced that they will report first half, 2026 results on Oct 31, 2025
공시 • Jun 25TIS Inc. to Report Q1, 2026 Results on Jul 30, 2025TIS Inc. announced that they will report Q1, 2026 results on Jul 30, 2025
공시 • Mar 25TIS Inc. to Report Fiscal Year 2025 Results on May 08, 2025TIS Inc. announced that they will report fiscal year 2025 results on May 08, 2025
공시 • Dec 25TIS Inc. to Report Q3, 2025 Results on Feb 04, 2025TIS Inc. announced that they will report Q3, 2025 results on Feb 04, 2025
Board Change • May 21Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 4 experienced directors. 1 highly experienced director. 2 independent directors (6 non-independent directors). Non-Executive Chairman of the Board Toru Kuwano is the most experienced director on the board, commencing their role in 2000. Independent Outside Director Mitsuhiro Furusawa was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • May 08TIS Inc., Annual General Meeting, Jun 23, 2026TIS Inc., Annual General Meeting, Jun 23, 2026.
공시 • Mar 26TIS Inc. to Report Fiscal Year 2026 Results on May 08, 2026TIS Inc. announced that they will report fiscal year 2026 results on May 08, 2026
공시 • Mar 10TIS Inc. (TSE:3626) announces an Equity Buyback for 20,000,000 shares, representing 8.76% for ¥50,000 million.TIS Inc. (TSE:3626) announces a share repurchase program. Under the program, the company will repurchase 20,000,000 shares, representing 8.76% of the outstanding shares for ¥50,000 million. The purpose of the program is to implement a flexible capital policy that responds flexibly to changes in the business environment and to improve shareholder returns and capital efficiency. The repurchased shares up to a maximum of 5% of the total number of issued shares as treasury stock will be held by the company, and the company will cancel any shares exceeding 5%. The program will run until September 30, 2026. As of February 28, 2026, the company had 228,400,000 shares outstanding (excluding treasury stock) and 10,875,795 shares in treasury.
공시 • Dec 25TIS Inc. to Report Nine Months, 2026 Results on Feb 03, 2026TIS Inc. announced that they will report nine months, 2026 results on Feb 03, 2026
공시 • Nov 01+ 1 more updateTIS Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2026TIS Inc. revised consolidated earnings guidance for the Fiscal Year Ending March 31, 2026. For the fiscal year ending March 31, 2026, the company expected net sales of JPY 588,000 million, operating profit of JPY 75,000 million, profit attributable to owners of parent of JPY 50,000 million and basic earnings per share of JPY 220.70 per share compared to previous guidance of net sales of JPY 582,000 million, operating profit of JPY 73,000 million, profit attributable to owners of parent of JPY 49,000 million.
공시 • Sep 25TIS Inc. to Report First Half, 2026 Results on Oct 31, 2025TIS Inc. announced that they will report first half, 2026 results on Oct 31, 2025
공시 • Jun 25TIS Inc. to Report Q1, 2026 Results on Jul 30, 2025TIS Inc. announced that they will report Q1, 2026 results on Jul 30, 2025
공시 • May 08TIS Inc., Annual General Meeting, Jun 24, 2025TIS Inc., Annual General Meeting, Jun 24, 2025.
공시 • Apr 25TIS Inc. (TSE:3626) signed a letter of intent to acquire 86.04% stake in finnovalley co., Ltd. from iRidge, Inc. (TSE:3917).TIS Inc. (TSE:3626) signed a letter of intent to acquire 86.04% stake in finnovalley co., Ltd. from iRidge, Inc. (TSE:3917) on April 25, 2025. The transaction is expected to close in June 2025.
공시 • Mar 25TIS Inc. to Report Fiscal Year 2025 Results on May 08, 2025TIS Inc. announced that they will report fiscal year 2025 results on May 08, 2025
공시 • Jan 24TIS Inc. (TSE:3626) acquired NTQ Solution JSC.TIS Inc. (TSE:3626) acquired NTQ Solution JSC on December 24, 2024. Naomichi Nosaka and Kensuke Nakatsuka of Lincoln International acted as financial advisor to TIS Inc. TIS Inc. (TSE:3626) completed the acquisition of NTQ Solution JSC on December 24, 2024.
공시 • Dec 25TIS Inc. to Report Q3, 2025 Results on Feb 04, 2025TIS Inc. announced that they will report Q3, 2025 results on Feb 04, 2025
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥43.76 (vs JP¥42.22 in 2Q 2024)Second quarter 2025 results: EPS: JP¥43.76 (up from JP¥42.22 in 2Q 2024). Revenue: JP¥141.5b (up 2.5% from 2Q 2024). Net income: JP¥10.2b (flat on 2Q 2024). Profit margin: 7.2% (down from 7.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the IT industry in Germany. 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 3% per year, which means it is significantly lagging earnings.
공시 • Sep 25TIS Inc. to Report First Half, 2025 Results on Oct 31, 2024TIS Inc. announced that they will report first half, 2025 results on Oct 31, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥34.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (3.0%).
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥45.66 (vs JP¥41.94 in 1Q 2024)First quarter 2025 results: EPS: JP¥45.66 (up from JP¥41.94 in 1Q 2024). Revenue: JP¥134.1b (up 3.6% from 1Q 2024). Net income: JP¥10.7b (up 5.2% from 1Q 2024). Profit margin: 8.0% (up from 7.8% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Declared Dividend • Jul 11Final dividend of JP¥34.00 announcedShareholders will receive a dividend of JP¥34.00. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 197%, which is higher than the industry average of 2.1%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (36% cash payout ratio). The dividend has increased by an average of 23% 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 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 25TIS Inc. to Report Q1, 2025 Results on Jul 30, 2024TIS Inc. announced that they will report Q1, 2025 results on Jul 30, 2024
공시 • May 10TIS Inc., Annual General Meeting, Jun 25, 2024TIS Inc., Annual General Meeting, Jun 25, 2024.
Reported Earnings • May 09Full year 2024 earnings released: EPS: JP¥203 (vs JP¥227 in FY 2023)Full year 2024 results: EPS: JP¥203 (down from JP¥227 in FY 2023). Revenue: JP¥549.0b (up 8.0% from FY 2023). Net income: JP¥48.9b (down 12% from FY 2023). Profit margin: 8.9% (down from 11% in FY 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.0% growth forecast for the IT 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 only increased by 2% per year, which means it is significantly lagging earnings growth.
공시 • May 09TIS Inc. (TSE:3626) announces an Equity Buyback for 2,500,000 shares, representing 1.06% for ¥6,500 million.TIS Inc. (TSE:3626) announces a share repurchase program. Under the program, the company will repurchase 2,500,000 shares, representing 1.06% of the outstanding shares for ¥6,200 million. The purpose of the program is to implement agile capital policies that flexibly respond to changes in the business environment and improve shareholder profits and capital efficiency. The program will run until July 31, 2024. As of March 31, 2024, the company had 236,232,177 shares outstanding (excluding treasury stock) and 1,234 shares in treasury.
공시 • Apr 13TIS Inc. (TSE:3626) agreed to acquire an unknown stake in Meeq Co., Ltd.TIS Inc. (TSE:3626) agreed to acquire an unknown stake in Meeq Co., Ltd. on April 12, 2024.
공시 • Mar 24TIS Inc. to Report Fiscal Year 2024 Results on May 08, 2024TIS Inc. announced that they will report fiscal year 2024 results on May 08, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥36.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (2.2%).
Buy Or Sell Opportunity • Feb 27Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 10% to €20.60. The fair value is estimated to be €17.13, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings are forecast to decline by 1.8% per annum over the same time period.
Buy Or Sell Opportunity • Feb 14Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 8.9% to €20.80. The fair value is estimated to be €16.99, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 6.3% over the last 3 years. Earnings per share has grown by 28%. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are forecast to decline by 2.7% per annum over the same time period.
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥49.38 (vs JP¥54.90 in 3Q 2023)Third quarter 2024 results: EPS: JP¥49.38 (down from JP¥54.90 in 3Q 2023). Revenue: JP¥137.3b (up 9.7% from 3Q 2023). Net income: JP¥11.9b (down 11% from 3Q 2023). Profit margin: 8.7% (down from 11% in 3Q 2023). Revenue is forecast to grow 2.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
공시 • Dec 23TIS Inc. to Report Q3, 2024 Results on Feb 02, 2024TIS Inc. announced that they will report Q3, 2024 results on Feb 02, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥42.22 (vs JP¥41.28 in 2Q 2023)Second quarter 2024 results: EPS: JP¥42.22 (up from JP¥41.28 in 2Q 2023). Revenue: JP¥138.1b (up 8.5% from 2Q 2023). Net income: JP¥10.2b (flat on 2Q 2023). Profit margin: 7.4% (down from 7.9% in 2Q 2023). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth.
공시 • Sep 23TIS Inc. to Report Q2, 2024 Results on Nov 01, 2023TIS Inc. announced that they will report Q2, 2024 results on Nov 01, 2023
Upcoming Dividend • Sep 21Upcoming dividend of JP¥17.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (2.2%).
Reported Earnings • Aug 03First quarter 2024 earnings released: EPS: JP¥41.94 (vs JP¥35.31 in 1Q 2023)First quarter 2024 results: EPS: JP¥41.94 (up from JP¥35.31 in 1Q 2023). Revenue: JP¥129.4b (up 9.6% from 1Q 2023). Net income: JP¥10.1b (up 16% from 1Q 2023). Profit margin: 7.8% (up from 7.4% in 1Q 2023). Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 27% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
New Risk • Jun 26New minor risk - Dividend sustainabilityThe company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 1.5% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. 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 Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Large one-off items impacting financial results.
공시 • Jun 21TIS Inc. to Report Q1, 2024 Results on Aug 02, 2023TIS Inc. announced that they will report Q1, 2024 results on Aug 02, 2023
Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥227 (vs JP¥158 in FY 2022)Full year 2023 results: EPS: JP¥227 (up from JP¥158 in FY 2022). Revenue: JP¥508.4b (up 5.4% from FY 2022). Net income: JP¥55.5b (up 41% from FY 2022). Profit margin: 11% (up from 8.2% in FY 2022). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth.
공시 • May 10+ 1 more updateTIS Inc., Annual General Meeting, Jun 23, 2023TIS Inc., Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥32.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (1.6%).
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥54.90 (vs JP¥55.67 in 3Q 2022)Third quarter 2023 results: EPS: JP¥54.90 (down from JP¥55.67 in 3Q 2022). Revenue: JP¥125.1b (up 5.3% from 3Q 2022). Net income: JP¥13.3b (down 4.1% from 3Q 2022). Profit margin: 11% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • Jan 29TIS Inc. (TSE:3626) acquired Vector Management Consulting Pvt. Ltd.TIS Inc. (TSE:3626) acquired Vector Management Consulting Pvt. Ltd. on January 16, 2023. Tigmanshu Dubey, Tetsuya Fujii, Naomichi Nosaka and Sathya Ramanathan of Lincoln International acted as financial advisor to TIS Inc.TIS Inc. (TSE:3626) completed the acquisition of Vector Management Consulting Pvt. Ltd. on January 16, 2023.
공시 • Dec 23TIS Inc. to Report Nine Months, 2023 Results on Feb 03, 2023TIS Inc. announced that they will report nine months, 2023 results on Feb 03, 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. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05Second quarter 2023 earnings released: EPS: JP¥41.28 (vs JP¥33.96 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.28 (up from JP¥33.96 in 2Q 2022). Revenue: JP¥127.2b (up 5.3% from 2Q 2022). Net income: JP¥10.1b (up 18% from 2Q 2022). Profit margin: 7.9% (up from 7.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 10% growth forecast for the IT industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 19% per year.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (1.8%).
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥35.31 (vs JP¥27.92 in 1Q 2022)First quarter 2023 results: EPS: JP¥35.31 (up from JP¥27.92 in 1Q 2022). Revenue: JP¥118.1b (up 4.0% from 1Q 2022). Net income: JP¥8.76b (up 25% from 1Q 2022). Profit margin: 7.4% (up from 6.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.7%, compared to a 15% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • May 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to €25.40, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 24x in the IT industry in Germany. Total returns to shareholders of 83% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.74 per share.
Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥158 (vs JP¥111 in FY 2021)Full year 2022 results: EPS: JP¥158 (up from JP¥111 in FY 2021). Revenue: JP¥482.5b (up 7.6% from FY 2021). Net income: JP¥39.5b (up 43% from FY 2021). Profit margin: 8.2% (up from 6.2% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.6%, compared to a 19% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 14% per year.
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. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 25 June 2022. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (1.0%).
Reported Earnings • Feb 06Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥55.67 (up from JP¥31.33 in 3Q 2021). Revenue: JP¥118.8b (up 11% from 3Q 2021). Net income: JP¥13.9b (up 77% from 3Q 2021). Profit margin: 12% (up from 7.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 3.8%, compared to a 17% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Nov 06Second quarter 2022 earnings released: EPS JP¥33.96 (vs JP¥18.98 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥120.8b (up 8.9% from 2Q 2021). Net income: JP¥8.52b (up 79% from 2Q 2021). Profit margin: 7.1% (up from 4.3% 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 7% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 10 December 2021. Trailing yield: 1.3%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.8%).
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥27.92 (vs JP¥22.02 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥113.5b (up 13% from 1Q 2021). Net income: JP¥7.00b (up 27% from 1Q 2021). Profit margin: 6.2% (up from 5.5% 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 8% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥111 (vs JP¥117 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥448.4b (up 1.1% from FY 2020). Net income: JP¥27.7b (down 5.8% from FY 2020). Profit margin: 6.2% (down from 6.6% in FY 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 15% per year.
공시 • May 13TIS Inc. (TSE:3626) announces an Equity Buyback for 3,200,000 shares, representing 1.27% for ¥4,470 million.TIS Inc. (TSE:3626) announces a share repurchase program. Under the program, the company will repurchase 3,200,000 shares, representing 1.27% of the outstanding shares for ¥4,470 million. The purpose of the program is to implement agile capital policies that flexibly respond to changes in the business environment and improve shareholder interests and capital efficiency. The program will run until December 30, 2021. As of March 31, 2021, the company had 252,591,138 shares outstanding and 10,776,156 shares in treasury.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 25 June 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (1.1%).
Reported Earnings • Feb 07Third quarter 2021 earnings released: EPS JP¥31.33 (vs JP¥28.53 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥106.7b (up 3.9% from 3Q 2020). Net income: JP¥7.84b (up 9.4% from 3Q 2020). Profit margin: 7.3% (up from 7.0% 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 13% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth.
Analyst Estimate Surprise Post Earnings • Feb 07Revenue beats expectationsRevenue exceeded analyst estimates by 4.2%. Over the next year, revenue is forecast to grow 4.5%, compared to a 12% growth forecast for the IT industry in Germany.
Is New 90 Day High Low • Feb 02New 90-day high: €18.80The company is up 16% from its price of €16.20 on 03 November 2020. The German market is also up 16% over the last 90 days, indicating the company’s price trend is similar to the market over that time. However, it outperformed the IT industry, which is down 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €21.16 per share.
공시 • Dec 24TIS Inc. to Report Q3, 2021 Results on Feb 05, 2021TIS Inc. announced that they will report Q3, 2021 results on Feb 05, 2021
Analyst Estimate Surprise Post Earnings • Nov 11Revenue beats expectationsRevenue exceeded analyst estimates by 0.6%. Over the next year, revenue is forecast to grow 3.7%, compared to a 9.2% growth forecast for the IT industry in Germany.
Reported Earnings • Nov 11Second quarter 2021 earnings released: EPS JP¥18.98The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥110.9b (down 3.8% from 2Q 2020). Net income: JP¥4.75b (down 34% from 2Q 2020). Profit margin: 4.3% (down from 6.2% in 2Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 25% per year, which means it is tracking significantly ahead of earnings growth.
Is New 90 Day High Low • Nov 10New 90-day high: €18.30The company is up 6.0% from its price of €17.20 on 11 August 2020. The German market is down 1.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the IT industry, which is down 22% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.78 per share.
공시 • Oct 06+ 1 more updateTIS Inc. (TSE:3626) completed the acquisition of an additional 24.1% stake in MFEC Public Company (SET:MFEC).TIS Inc. (TSE:3626) made an offer to acquire an additional 24.1% stake in MFEC Public Company (SET:MFEC) for approximately THB 530 million on March 6, 2020. TIS Inc. will acquire 106.4 million shares at a price of THB 5 per share. The offer price is not yet final and is still subject to adjustments. If the total number of tendered shares is less than the number of shares (106.4 million) then all tendered shares will be purchased. If the total number of tendered shares exceeds the number of shares (106.4 million) then TIS will purchase neither the entire amount nor any partial amount of the excess shares. The transaction will be financed from internal cash. Post completion, TIS Inc. will hold 49% stake in MFEC Public Company. Post completion of the offer, the offeror plans to nominate its additional representatives to hold Director position on the Board of Directors, proportionally to its shareholding stake in MFEC. Doing so, the offeror will have 2 of its representatives on the board of MFEC Public Company. Transaction is subject to approval of shareholders of MFEC Public Company to be received in a meeting to be held on April 27, 2020 and permission of Thailand’s Securities and Exchange Commission. Transaction was resolved by the Board of Directors of TIS Inc. As of April 27, 2020, the transaction was approved by the shareholders of MFEC Public Company. As of July 8, 2020, the transaction has been approved by Thai Securities and Exchange Commission. All conditions required have been met. As of September 25, 2020, Board of MFEC Public Company rejected the bid on the grounds of inadequate offer price of THB 5 per share which is lower than the fair value of MFEC’s ordinary shares at THB 6.32 per share. Tender offer period will be determined later. The tender offer period will run from July 23, 2020 to September 28, 2020. As on August 20, 2020, the offer period was increased and it will run till September 30, 2020. Capital Nomura Securities Public Company Limited acted as tender offer preparer and Nishimura & Asahi (Thailand) Company Limited acted as legal advisor to TIS Inc in the transaction. Capital Link Advisory Co., Ltd. acted as a financial advisor to shareholders of MFEC. TIS Inc. (TSE:3626) completed the acquisition of an additional 24.1% stake in MFEC Public Company (SET:MFEC) on September 30, 2020. TIS Inc. had tendered 112.012 million shares at the expiration of offer and acquired 106.39 million shares. Now TIS Inc. hold 49% stake in MFEC Public Company Limited.
공시 • Sep 27TIS Inc. to Report Q2, 2021 Results on Nov 10, 2020TIS Inc. announced that they will report Q2, 2021 results on Nov 10, 2020
공시 • Aug 28Aspera GmbH acquired AJS Inc. from TIS Inc. (TSE:3626) and Asahi Kasei Corporation (TSE:3407).Aspera GmbH acquired AJS Inc. from TIS Inc. (TSE:3626) and Asahi Kasei Corporation (TSE:3407) on August 27, 2020. Aspera GmbH completed the acquisition of AJS Inc. from TIS Inc. (TSE:3626) and Asahi Kasei Corporation (TSE:3407) on August 27, 2020.