View ValuationKonoike TransportLtd 향후 성장Future 기준 점검 1/6Konoike TransportLtd (는) 각각 연간 7% 및 3.4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.3% 로 예상됩니다.핵심 정보7.0%이익 성장률6.98%EPS 성장률Logistics 이익 성장17.2%매출 성장률3.4%향후 자기자본이익률10.30%애널리스트 커버리지Low마지막 업데이트13 May 2026최근 향후 성장 업데이트공시 • Aug 13Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and for the Full Year Ending March 31, 2025Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the Six months ending September 30, 2024 and for the full year ending March 31, 2025. For the Six months, the company expected Net sales of JPY 170,000 million, Operating profit of JPY 11,500 million, Profit attributable to owners of parent of JPY 9,300 million and Earnings per share of JPY 175.35. For the Full year, the company expected Net sales of JPY 340,000 million, Operating profit of JPY 18,000 million, Profit attributable to owners of parent of JPY 12,000 million and Earnings per share of JPY 226.33.공시 • Mar 15+ 1 more updateKonoike Transport Co.,Ltd. Revises Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. revised consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 313,500 million, Operating profit of JPY 16,400 million, Profit attributable to owners of parent of JPY 10,800 million and basic earnings per share of JPY 203.72.공시 • Nov 15Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 311,000 million, Operating profit of JPY 14,300 million, Profit attributable to owners of parent of JPY 9,000 million and Earnings per share of JPY 169.80.모든 업데이트 보기Recent updates공시 • May 13Konoike Transport Co.,Ltd., Annual General Meeting, Jun 23, 2026Konoike Transport Co.,Ltd., Annual General Meeting, Jun 23, 2026.공시 • May 09+ 3 more updatesKonoike Transport Co.,Ltd. to Report Q3, 2027 Results on Feb 10, 2027Konoike Transport Co.,Ltd. announced that they will report Q3, 2027 results on Feb 10, 2027공시 • May 09Konoike Transport Co.,Ltd., Annual General Meeting, Jun 24, 2025Konoike Transport Co.,Ltd., Annual General Meeting, Jun 24, 2025.공시 • Mar 01+ 1 more updateKonoike Transport Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026Konoike Transport Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026공시 • Feb 28+ 1 more updateKonoike Transport Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Konoike Transport Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025공시 • Feb 11Japanese Investors May Acquire Majority Stake in PrathamThe Japanese consortium of Osaka Gas Co., Ltd. (TSE:9532), Sumitomo Corporation (TSE:8053), Japan Bank for International Cooperation (JBIC) and Konoike Transport Co.,Ltd. (TSE:9025) is planning to double its stake in city gas distribution company AG&P Pratham ahead of its IPO planned next year, according to sources aware of the development. This will make the consortium a majority stakeholder in the I-Squared Capital-backed company, which was last year valued at $1.5 billion. Currently, infrastructure investor I-Squared Capital is the majority stakeholder with a 56% stake in AG&P Pratham. Osaka, Sumitomo, JBIC and Konoike Transport together hold 26%. The balance of 18% is with Singapore-based Atlantic Gulf & Pacific (AG&P) LNG, the sources added. “The Japanese consortium including Osaka Gas is very interested and willing to increase their stake in AG&P Pratham. I-Squared Capital will dilute their stake for the Japanese consortium to increase the stake,” said an official aware of the development, adding that AG&P is planning an IPO in the second half of 2026 and the stake dilution will take place before that. Last March, I-Squared Capital decided to merge the operations of its city gas distribution companies in India — AG&P Pratham and Think Gas Distribution. The combined entity is valued at around $1.5 billion. The merger is awaiting regulatory approvals. “The merged entity will operate for a year before filing for an IPO. The management is also planning to rename the company shortly,” said another source, adding that the company's new identity could be unveiled at the India Energy Week to be held in New Delhi next week. “After the regulatory approvals, AG&P Pratham will go for an IPO. I-Squared wants to dilute stake and the Japanese consortium plans to become a majority stake holder. If I-Squared Capital dilutes up to 20% stake and the Japanese consortium decides to pick it up, its shareholding could go up to 46%,” said the official aware of the development. In an emailed response, an Osaka Gas spokesperson said: “Neither our company nor the J-Consortium has made any decisions regarding additional investments or becoming a majority shareholder.” An AG&P Pratham spokesperson said: “At this time, we are unable to provide any comment regarding our future plans.” I-Squared Capital did not respond to an email seeking comment.공시 • Jan 23Konoike Transport Co.,Ltd. (TSE:9025) completed the acquisition of Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD).Konoike Transport Co.,Ltd. (TSE:9025) agreed to acquire Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) for INR 3.2 billion on September 19, 2024. Shareholders of MSTC shareholders approved the deal. transaction has been approved by Alternative Mechanism, empowered by the Cabinet Committee on Economic Affairs. Ferro Scrap Nigam reported net worth of INR 4.5 billion, total assets of INR 7.7 billion, sales of INR 7.6 billion and net income of INR 1.1 billion for fiscal year ending March 2024. The transaction is expected to complete on January 15, 2025. Konoike Transport Co.,Ltd. entered into an agreement for sale to acquire Ferro Scrap Nigam Limited from MSTC Limited on October 24, 2024. The transaction is expected to complete after 60 business days from the date of execution of share purchase agreement. Konoike Transport Co.,Ltd. (TSE:9025) completed the acquisition of Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) on January 21, 2025.공시 • Sep 21Konoike Transport Co.,Ltd. (TSE:9025) agreed to acquire Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) for INR 3.2 billion.Konoike Transport Co.,Ltd. (TSE:9025) agreed to acquire Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) for INR 3.2 billion on December 22, 2021. Shareholders of MSTC shareholders approved the deal. transaction has been approved by Alternative Mechanism, empowered by the Cabinet Committee on Economic Affairs.Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥119 (vs JP¥49.48 in 1Q 2024)First quarter 2025 results: EPS: JP¥119 (up from JP¥49.48 in 1Q 2024). Revenue: JP¥83.7b (up 8.8% from 1Q 2024). Net income: JP¥6.33b (up 141% from 1Q 2024). Profit margin: 7.6% (up from 3.4% in 1Q 2024). 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 2.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.공시 • Aug 13Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and for the Full Year Ending March 31, 2025Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the Six months ending September 30, 2024 and for the full year ending March 31, 2025. For the Six months, the company expected Net sales of JPY 170,000 million, Operating profit of JPY 11,500 million, Profit attributable to owners of parent of JPY 9,300 million and Earnings per share of JPY 175.35. For the Full year, the company expected Net sales of JPY 340,000 million, Operating profit of JPY 18,000 million, Profit attributable to owners of parent of JPY 12,000 million and Earnings per share of JPY 226.33.Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 273%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 1 highly experienced director. Audit & Supervisory Board Member Hiroaki Kobayashi was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Jun 28Full year 2024 earnings released: EPS: JP¥214 (vs JP¥157 in FY 2023)Full year 2024 results: EPS: JP¥214 (up from JP¥157 in FY 2023). Revenue: JP¥315.0b (up 1.0% from FY 2023). Net income: JP¥11.3b (up 37% from FY 2023). Profit margin: 3.6% (up from 2.7% in FY 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.공시 • Jun 02+ 1 more updateKonoike Transport Co.,Ltd. to Report Q2, 2025 Results on Nov 11, 2024Konoike Transport Co.,Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥214 (vs JP¥157 in FY 2023)Full year 2024 results: EPS: JP¥214 (up from JP¥157 in FY 2023). Revenue: JP¥315.0b (up 1.0% from FY 2023). Net income: JP¥11.3b (up 37% from FY 2023). Profit margin: 3.6% (up from 2.7% in FY 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.공시 • May 12Konoike Transport Co.,Ltd., Annual General Meeting, Jun 21, 2024Konoike Transport Co.,Ltd., Annual General Meeting, Jun 21, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.2%).Reported Earnings • Mar 17Third quarter 2024 earnings released: EPS: JP¥57.07 (vs JP¥33.63 in 3Q 2023)Third quarter 2024 results: EPS: JP¥57.07 (up from JP¥33.63 in 3Q 2023). Revenue: JP¥80.3b (down 1.5% from 3Q 2023). Net income: JP¥3.03b (up 70% from 3Q 2023). Profit margin: 3.8% (up from 2.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.공시 • Mar 15+ 1 more updateKonoike Transport Co.,Ltd. Revises Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. revised consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 313,500 million, Operating profit of JPY 16,400 million, Profit attributable to owners of parent of JPY 10,800 million and basic earnings per share of JPY 203.72.공시 • Mar 03Konoike Transport Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024Konoike Transport Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024공시 • Nov 15Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 311,000 million, Operating profit of JPY 14,300 million, Profit attributable to owners of parent of JPY 9,000 million and Earnings per share of JPY 169.80.Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥54.89 (vs JP¥51.08 in 2Q 2023)Second quarter 2024 results: EPS: JP¥54.89 (up from JP¥51.08 in 2Q 2023). Revenue: JP¥78.6b (flat on 2Q 2023). Net income: JP¥2.91b (up 7.6% from 2Q 2023). Profit margin: 3.7% (up from 3.4% in 2Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • May 17Konoike Transport Co.,Ltd. Announces Year End Divided for the Year Ended March 31, 2023 and Provides Second Quarter Divided and Year End Dividend Forecast for the Year Ending March 31, 2024Konoike Transport Co.,Ltd. announced year end divided of JPY 24.00 for the Year ended March 31, 2023. The company also provided second quarter divided forecast of JPY 18.00 and year end dividend forecast of JPY 24.00 for the Year ending March 31, 2024. Scheduled date to commence dividend payments: June 23, 2023.이익 및 매출 성장 예측DB:2KT - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029399,40018,30014,08528,27913/31/2028389,75017,70010,75426,33343/31/2027374,63315,65012,96325,33733/31/2026355,55514,26811,19824,862N/A12/31/2025356,84912,736N/AN/AN/A9/30/2025354,62012,45510,12724,583N/A6/30/2025350,57112,349N/AN/AN/A3/31/2025344,98714,05013,54423,468N/A12/31/2024337,57416,590N/AN/AN/A9/30/2024329,17615,53913,26322,643N/A6/30/2024321,81215,054N/AN/AN/A3/31/2024315,02911,3499,46717,687N/A12/31/2023310,5969,934N/AN/AN/A9/30/2023311,8228,68913,27019,096N/A6/30/2023312,2928,484N/AN/AN/A3/31/2023311,8408,30112,99018,793N/A12/31/2022315,2377,804N/AN/AN/A9/30/2022311,5358,7429,69916,951N/A6/30/2022305,9357,694N/AN/AN/A3/31/2022301,3737,9887,82516,749N/A12/31/2021295,9786,996N/AN/AN/A9/30/2021291,8866,4143,45416,132N/A6/30/2021293,4096,576N/AN/AN/A3/31/2021292,3484,83688314,465N/A12/31/2020293,6503,267N/AN/AN/A9/30/2020299,8573,1943,01814,362N/A6/30/2020304,0473,312N/AN/AN/A3/31/2020310,8344,5936,20518,367N/A12/31/2019311,9825,811N/AN/AN/A9/30/2019307,0216,496N/A6,678N/A6/30/2019299,9176,484N/AN/AN/A3/31/2019294,1586,289N/A5,808N/A12/31/2018287,1447,347N/AN/AN/A9/30/2018283,3726,712N/A17,768N/A6/30/2018281,7247,167N/AN/AN/A3/31/2018276,7617,042N/A14,351N/A12/31/2017271,4567,709N/AN/AN/A9/30/2017265,5797,396N/A11,870N/A6/30/2017260,5707,026N/AN/AN/A3/31/2017258,3327,310N/A16,508N/A12/31/2016257,2446,647N/AN/AN/A9/30/2016256,5467,288N/A16,752N/A6/30/2016255,2217,018N/AN/AN/A3/31/2016252,5506,411N/A11,279N/A12/31/2015251,5106,644N/AN/AN/A9/30/2015249,9275,844N/A13,448N/A6/30/2015247,7345,622N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 2KT 의 연간 예상 수익 증가율(7%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: 2KT 의 연간 수익(7%)이 German 시장(17.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 2KT 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 2KT 의 수익(연간 3.4%)이 German 시장(연간 6.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 2KT 의 수익(연간 3.4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 2KT의 자본 수익률은 3년 후 10.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTransportation 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 00:13종가2026/05/27 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 소스Konoike Transport Co.,Ltd.는 7명의 분석가가 다루고 있습니다. 이 중 4명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Masayoshi YonezawaDaiwa Securities Co. Ltd.Yumiko KaiIchiyoshi Research Institute Inc.Katsuhiko SuzukiMizuho Securities Co., Ltd.4명의 분석가 더 보기
공시 • Aug 13Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and for the Full Year Ending March 31, 2025Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the Six months ending September 30, 2024 and for the full year ending March 31, 2025. For the Six months, the company expected Net sales of JPY 170,000 million, Operating profit of JPY 11,500 million, Profit attributable to owners of parent of JPY 9,300 million and Earnings per share of JPY 175.35. For the Full year, the company expected Net sales of JPY 340,000 million, Operating profit of JPY 18,000 million, Profit attributable to owners of parent of JPY 12,000 million and Earnings per share of JPY 226.33.
공시 • Mar 15+ 1 more updateKonoike Transport Co.,Ltd. Revises Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. revised consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 313,500 million, Operating profit of JPY 16,400 million, Profit attributable to owners of parent of JPY 10,800 million and basic earnings per share of JPY 203.72.
공시 • Nov 15Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 311,000 million, Operating profit of JPY 14,300 million, Profit attributable to owners of parent of JPY 9,000 million and Earnings per share of JPY 169.80.
공시 • May 13Konoike Transport Co.,Ltd., Annual General Meeting, Jun 23, 2026Konoike Transport Co.,Ltd., Annual General Meeting, Jun 23, 2026.
공시 • May 09+ 3 more updatesKonoike Transport Co.,Ltd. to Report Q3, 2027 Results on Feb 10, 2027Konoike Transport Co.,Ltd. announced that they will report Q3, 2027 results on Feb 10, 2027
공시 • May 09Konoike Transport Co.,Ltd., Annual General Meeting, Jun 24, 2025Konoike Transport Co.,Ltd., Annual General Meeting, Jun 24, 2025.
공시 • Mar 01+ 1 more updateKonoike Transport Co.,Ltd. to Report Q3, 2026 Results on Feb 10, 2026Konoike Transport Co.,Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
공시 • Feb 28+ 1 more updateKonoike Transport Co.,Ltd. to Report Q1, 2026 Results on Aug 08, 2025Konoike Transport Co.,Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
공시 • Feb 11Japanese Investors May Acquire Majority Stake in PrathamThe Japanese consortium of Osaka Gas Co., Ltd. (TSE:9532), Sumitomo Corporation (TSE:8053), Japan Bank for International Cooperation (JBIC) and Konoike Transport Co.,Ltd. (TSE:9025) is planning to double its stake in city gas distribution company AG&P Pratham ahead of its IPO planned next year, according to sources aware of the development. This will make the consortium a majority stakeholder in the I-Squared Capital-backed company, which was last year valued at $1.5 billion. Currently, infrastructure investor I-Squared Capital is the majority stakeholder with a 56% stake in AG&P Pratham. Osaka, Sumitomo, JBIC and Konoike Transport together hold 26%. The balance of 18% is with Singapore-based Atlantic Gulf & Pacific (AG&P) LNG, the sources added. “The Japanese consortium including Osaka Gas is very interested and willing to increase their stake in AG&P Pratham. I-Squared Capital will dilute their stake for the Japanese consortium to increase the stake,” said an official aware of the development, adding that AG&P is planning an IPO in the second half of 2026 and the stake dilution will take place before that. Last March, I-Squared Capital decided to merge the operations of its city gas distribution companies in India — AG&P Pratham and Think Gas Distribution. The combined entity is valued at around $1.5 billion. The merger is awaiting regulatory approvals. “The merged entity will operate for a year before filing for an IPO. The management is also planning to rename the company shortly,” said another source, adding that the company's new identity could be unveiled at the India Energy Week to be held in New Delhi next week. “After the regulatory approvals, AG&P Pratham will go for an IPO. I-Squared wants to dilute stake and the Japanese consortium plans to become a majority stake holder. If I-Squared Capital dilutes up to 20% stake and the Japanese consortium decides to pick it up, its shareholding could go up to 46%,” said the official aware of the development. In an emailed response, an Osaka Gas spokesperson said: “Neither our company nor the J-Consortium has made any decisions regarding additional investments or becoming a majority shareholder.” An AG&P Pratham spokesperson said: “At this time, we are unable to provide any comment regarding our future plans.” I-Squared Capital did not respond to an email seeking comment.
공시 • Jan 23Konoike Transport Co.,Ltd. (TSE:9025) completed the acquisition of Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD).Konoike Transport Co.,Ltd. (TSE:9025) agreed to acquire Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) for INR 3.2 billion on September 19, 2024. Shareholders of MSTC shareholders approved the deal. transaction has been approved by Alternative Mechanism, empowered by the Cabinet Committee on Economic Affairs. Ferro Scrap Nigam reported net worth of INR 4.5 billion, total assets of INR 7.7 billion, sales of INR 7.6 billion and net income of INR 1.1 billion for fiscal year ending March 2024. The transaction is expected to complete on January 15, 2025. Konoike Transport Co.,Ltd. entered into an agreement for sale to acquire Ferro Scrap Nigam Limited from MSTC Limited on October 24, 2024. The transaction is expected to complete after 60 business days from the date of execution of share purchase agreement. Konoike Transport Co.,Ltd. (TSE:9025) completed the acquisition of Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) on January 21, 2025.
공시 • Sep 21Konoike Transport Co.,Ltd. (TSE:9025) agreed to acquire Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) for INR 3.2 billion.Konoike Transport Co.,Ltd. (TSE:9025) agreed to acquire Ferro Scrap Nigam Limited from MSTC Limited (NSEI:MSTCLTD) for INR 3.2 billion on December 22, 2021. Shareholders of MSTC shareholders approved the deal. transaction has been approved by Alternative Mechanism, empowered by the Cabinet Committee on Economic Affairs.
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥119 (vs JP¥49.48 in 1Q 2024)First quarter 2025 results: EPS: JP¥119 (up from JP¥49.48 in 1Q 2024). Revenue: JP¥83.7b (up 8.8% from 1Q 2024). Net income: JP¥6.33b (up 141% from 1Q 2024). Profit margin: 7.6% (up from 3.4% in 1Q 2024). 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 2.9% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth.
공시 • Aug 13Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2024 and for the Full Year Ending March 31, 2025Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the Six months ending September 30, 2024 and for the full year ending March 31, 2025. For the Six months, the company expected Net sales of JPY 170,000 million, Operating profit of JPY 11,500 million, Profit attributable to owners of parent of JPY 9,300 million and Earnings per share of JPY 175.35. For the Full year, the company expected Net sales of JPY 340,000 million, Operating profit of JPY 18,000 million, Profit attributable to owners of parent of JPY 12,000 million and Earnings per share of JPY 226.33.
Declared Dividend • Jul 11Final dividend of JP¥35.00 announcedShareholders will receive a dividend of JP¥35.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 273%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is well covered by both earnings (26% earnings payout ratio) and cash flows (39% cash payout ratio). The dividend has increased by an average of 25% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Jul 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 1 highly experienced director. Audit & Supervisory Board Member Hiroaki Kobayashi was the last director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Jun 28Full year 2024 earnings released: EPS: JP¥214 (vs JP¥157 in FY 2023)Full year 2024 results: EPS: JP¥214 (up from JP¥157 in FY 2023). Revenue: JP¥315.0b (up 1.0% from FY 2023). Net income: JP¥11.3b (up 37% from FY 2023). Profit margin: 3.6% (up from 2.7% in FY 2023). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
공시 • Jun 02+ 1 more updateKonoike Transport Co.,Ltd. to Report Q2, 2025 Results on Nov 11, 2024Konoike Transport Co.,Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024
Reported Earnings • May 13Full year 2024 earnings released: EPS: JP¥214 (vs JP¥157 in FY 2023)Full year 2024 results: EPS: JP¥214 (up from JP¥157 in FY 2023). Revenue: JP¥315.0b (up 1.0% from FY 2023). Net income: JP¥11.3b (up 37% from FY 2023). Profit margin: 3.6% (up from 2.7% in FY 2023). Revenue is forecast to grow 2.7% p.a. on average during the next 2 years, compared to a 2.6% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.
공시 • May 12Konoike Transport Co.,Ltd., Annual General Meeting, Jun 21, 2024Konoike Transport Co.,Ltd., Annual General Meeting, Jun 21, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥38.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (3.2%).
Reported Earnings • Mar 17Third quarter 2024 earnings released: EPS: JP¥57.07 (vs JP¥33.63 in 3Q 2023)Third quarter 2024 results: EPS: JP¥57.07 (up from JP¥33.63 in 3Q 2023). Revenue: JP¥80.3b (down 1.5% from 3Q 2023). Net income: JP¥3.03b (up 70% from 3Q 2023). Profit margin: 3.8% (up from 2.2% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
공시 • Mar 15+ 1 more updateKonoike Transport Co.,Ltd. Revises Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. revised consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 313,500 million, Operating profit of JPY 16,400 million, Profit attributable to owners of parent of JPY 10,800 million and basic earnings per share of JPY 203.72.
공시 • Mar 03Konoike Transport Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024Konoike Transport Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
공시 • Nov 15Konoike Transport Co.,Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2024Konoike Transport Co.,Ltd. provided consolidated earnings guidance for the full year ending March 31, 2024. For the Full year, the company expected Net sales of JPY 311,000 million, Operating profit of JPY 14,300 million, Profit attributable to owners of parent of JPY 9,000 million and Earnings per share of JPY 169.80.
Reported Earnings • Nov 12Second quarter 2024 earnings released: EPS: JP¥54.89 (vs JP¥51.08 in 2Q 2023)Second quarter 2024 results: EPS: JP¥54.89 (up from JP¥51.08 in 2Q 2023). Revenue: JP¥78.6b (flat on 2Q 2023). Net income: JP¥2.91b (up 7.6% from 2Q 2023). Profit margin: 3.7% (up from 3.4% in 2Q 2023). Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Logistics industry in Europe. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • May 17Konoike Transport Co.,Ltd. Announces Year End Divided for the Year Ended March 31, 2023 and Provides Second Quarter Divided and Year End Dividend Forecast for the Year Ending March 31, 2024Konoike Transport Co.,Ltd. announced year end divided of JPY 24.00 for the Year ended March 31, 2023. The company also provided second quarter divided forecast of JPY 18.00 and year end dividend forecast of JPY 24.00 for the Year ending March 31, 2024. Scheduled date to commence dividend payments: June 23, 2023.