Reported Earnings • May 13
Full year 2026 earnings released: EPS: JP¥140 (vs JP¥118 in FY 2025) Full year 2026 results: EPS: JP¥140 (up from JP¥118 in FY 2025). Revenue: JP¥38.7b (up 7.7% from FY 2025). Net income: JP¥2.21b (up 20% from FY 2025). Profit margin: 5.7% (up from 5.1% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥8.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is a comfortable 14% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.8%). Reported Earnings • Feb 07
Third quarter 2026 earnings released: EPS: JP¥18.56 (vs JP¥50.57 in 3Q 2025) Third quarter 2026 results: EPS: JP¥18.56 (down from JP¥50.57 in 3Q 2025). Revenue: JP¥9.74b (up 12% from 3Q 2025). Net income: JP¥293.0m (down 63% from 3Q 2025). Profit margin: 3.0% (down from 9.0% in 3Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 29
Full year 2025 earnings released: EPS: JP¥118 (vs JP¥52.68 in FY 2024) Full year 2025 results: EPS: JP¥118 (up from JP¥52.68 in FY 2024). Revenue: JP¥35.9b (up 8.3% from FY 2024). Net income: JP¥1.84b (up 126% from FY 2024). Profit margin: 5.1% (up from 2.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. 공시 • Jun 07
Chuo Malleable Iron Co., Ltd., Annual General Meeting, Jun 24, 2025 Chuo Malleable Iron Co., Ltd., Annual General Meeting, Jun 24, 2025, at 10:00 Tokyo Standard Time. Location: hotel melparque nagoya, 2nd floor, heian room 16-16 aoi 3-chome, higashi-ku, aichi prefecture, nagoya Japan Board Change • May 28
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Fumio Hoshi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • May 14
Full year 2025 earnings released: EPS: JP¥118 (vs JP¥52.68 in FY 2024) Full year 2025 results: EPS: JP¥118 (up from JP¥52.68 in FY 2024). Revenue: JP¥35.9b (up 8.3% from FY 2024). Net income: JP¥1.84b (up 126% from FY 2024). Profit margin: 5.1% (up from 2.4% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Board Change • May 01
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Fumio Hoshi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥6.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%). Board Change • Mar 06
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Fumio Hoshi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Board Change • Nov 19
Less than half of directors are independent Following the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Fumio Hoshi was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 09
Second quarter 2025 earnings released: EPS: JP¥11.56 (vs JP¥16.06 in 2Q 2024) Second quarter 2025 results: EPS: JP¥11.56 (down from JP¥16.06 in 2Q 2024). Revenue: JP¥8.83b (up 4.2% from 2Q 2024). Net income: JP¥179.0m (down 28% from 2Q 2024). Profit margin: 2.0% (down from 2.9% in 2Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥6.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.5%). Reported Earnings • Aug 11
First quarter 2025 earnings released: EPS: JP¥13.73 (vs JP¥20.91 in 1Q 2024) First quarter 2025 results: EPS: JP¥13.73 (down from JP¥20.91 in 1Q 2024). Revenue: JP¥8.48b (flat on 1Q 2024). Net income: JP¥212.0m (down 34% from 1Q 2024). Profit margin: 2.5% (down from 3.8% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥405, the stock trades at a trailing P/E ratio of 7.7x. Average trailing P/E is 8x in the Auto Components industry in Japan. Total loss to shareholders of 9.5% over the past three years. 공시 • Jun 15
Chuo Malleable Iron Co., Ltd., Annual General Meeting, Jun 25, 2024 Chuo Malleable Iron Co., Ltd., Annual General Meeting, Jun 25, 2024, at 10:00 Tokyo Standard Time. Location: 3-16-16 aoi, higashi-ku, nagoya, aichi prefecture hotel mielparque, 2nd floor heian no ma, nagoya Japan Board Change • May 15
Less than half of directors are independent There are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 6 non-independent directors. Independent Outside Director Fumio Hoshi was the last independent 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: Minority of independent directors. Lack of board continuity.