View ValuationALCONIX 향후 성장Future 기준 점검 2/6ALCONIX (는) 각각 연간 10.7% 및 4% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 10.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.7% 로 예상됩니다.핵심 정보10.7%이익 성장률10.63%EPS 성장률Trade Distributors 이익 성장6.5%매출 성장률4.0%향후 자기자본이익률8.70%애널리스트 커버리지Low마지막 업데이트23 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • 15hALCONIX Corporation to Report Q1, 2027 Results on Aug 05, 2026ALCONIX Corporation announced that they will report Q1, 2027 results on Aug 05, 2026Reported Earnings • Jun 23Full year 2026 earnings released: EPS: JP¥187 (vs JP¥159 in FY 2025)Full year 2026 results: EPS: JP¥187 (up from JP¥159 in FY 2025). Revenue: JP¥219.7b (up 12% from FY 2025). Net income: JP¥5.60b (up 17% from FY 2025). Profit margin: 2.5% (up from 2.4% 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 18% per year whereas the company’s share price has increased by 20% per year.New Risk • Jun 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.0% operating cash flow to total debt). Earnings have declined by 8.1% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.분석 기사 • May 24ALCONIX's (TSE:3036) Earnings Are Weaker Than They SeemDespite announcing strong earnings, ALCONIX Corporation's ( TSE:3036 ) stock was sluggish. Our analysis uncovered some...공시 • May 15ALCONIX Corporation, Annual General Meeting, Jun 24, 2026ALCONIX Corporation, Annual General Meeting, Jun 24, 2026.공시 • May 09ALCONIX Corporation to Report Fiscal Year 2026 Results on May 15, 2026ALCONIX Corporation announced that they will report fiscal year 2026 results on May 15, 2026Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥78.97 (vs JP¥30.20 in 3Q 2025)Third quarter 2026 results: EPS: JP¥78.97 (up from JP¥30.20 in 3Q 2025). Revenue: JP¥55.8b (up 9.0% from 3Q 2025). Net income: JP¥2.37b (up 160% from 3Q 2025). Profit margin: 4.3% (up from 1.8% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 05ALCONIX Corporation to Report Q3, 2026 Results on Feb 09, 2026ALCONIX Corporation announced that they will report Q3, 2026 results on Feb 09, 2026Declared Dividend • Nov 26First half dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 3.6%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 6.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥43.53 (vs JP¥45.42 in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.53 (down from JP¥45.42 in 2Q 2025). Revenue: JP¥49.5b (flat on 2Q 2025). Net income: JP¥1.31b (down 4.8% from 2Q 2025). Profit margin: 2.6% (down from 2.8% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.공시 • Oct 04ALCONIX Corporation to Report Q2, 2026 Results on Nov 06, 2025ALCONIX Corporation announced that they will report Q2, 2026 results on Nov 06, 2025분석 기사 • Sep 27ALCONIX (TSE:3036) Has Announced A Dividend Of ¥42.00ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥42.00 per share on the 26th of November...분석 기사 • Sep 11ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥42.00 per share on 26th of November. This...분석 기사 • Aug 28ALCONIX's (TSE:3036) Dividend Will Be ¥42.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend on the 26th of November, with...분석 기사 • Aug 10ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥42.00 per share on 26th of November. This...Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥42.33 (vs JP¥42.77 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.33 (down from JP¥42.77 in 1Q 2025). Revenue: JP¥52.5b (up 14% from 1Q 2025). Net income: JP¥1.27b (down 1.7% from 1Q 2025). Profit margin: 2.4% (down from 2.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.분석 기사 • Jul 27ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥42.00 per share on the 26th...Board Change • Jul 18Less 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. 4 non-independent directors. Independent Outside Director Hideki Matsuo was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.분석 기사 • Jul 13ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend on the 26th of November, with...Declared Dividend • Jul 09Final dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 29th September 2025 Payment date: 26th November 2025 Dividend yield will be 4.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (76% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 20Full year 2025 earnings released: EPS: JP¥159 (vs JP¥53.04 in FY 2024)Full year 2025 results: EPS: JP¥159 (up from JP¥53.04 in FY 2024). Revenue: JP¥197.0b (up 13% from FY 2024). Net income: JP¥4.81b (up 201% from FY 2024). Profit margin: 2.4% (up from 0.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.공시 • Jun 19ALCONIX Corporation to Report Q1, 2026 Results on Aug 05, 2025ALCONIX Corporation announced that they will report Q1, 2026 results on Aug 05, 2025Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥159 (vs JP¥53.04 in FY 2024)Full year 2025 results: EPS: JP¥159 (up from JP¥53.04 in FY 2024). Revenue: JP¥197.0b (up 13% from FY 2024). Net income: JP¥4.81b (up 201% from FY 2024). Profit margin: 2.4% (up from 0.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.분석 기사 • May 15We Think ALCONIX (TSE:3036) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...공시 • May 15ALCONIX Corporation, Annual General Meeting, Jun 18, 2025ALCONIX Corporation, Annual General Meeting, Jun 18, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥32.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 20 June 2025. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).분석 기사 • Mar 05ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥32.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥32.00 per share on the 20th...공시 • Mar 05ALCONIX Corporation to Report Fiscal Year 2025 Results on May 15, 2025ALCONIX Corporation announced that they will report fiscal year 2025 results on May 15, 2025Reported Earnings • Feb 11Third quarter 2025 earnings released: EPS: JP¥30.20 (vs JP¥29.36 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.20 (up from JP¥29.36 in 3Q 2024). Revenue: JP¥51.2b (up 8.7% from 3Q 2024). Net income: JP¥913.0m (up 3.2% from 3Q 2024). Profit margin: 1.8% (down from 1.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.공시 • Feb 11ALCONIX Corporation (TSE:3036) announces an Equity Buyback for 350,000 shares, for ¥525 million.ALCONIX Corporation (TSE:3036) announces a share repurchase program. Under the program, the company will repurchase up to 350,000 shares for ¥525 million. The repurchase price will be ¥1,500 per share.분석 기사 • Feb 10ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥32.00 per share on the 20th of June...분석 기사 • Jan 27ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥32.00 per share on the 20th of June...공시 • Jan 17ALCONIX Corporation to Report Q3, 2025 Results on Feb 10, 2025ALCONIX Corporation announced that they will report Q3, 2025 results on Feb 10, 2025분석 기사 • Jan 13ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥32.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥32.00 per share on 20th of June. This...분석 기사 • Dec 30ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥32.00 per share on 20th of June. This...분석 기사 • Nov 27ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥32.00 per share on 20th of June. This...Declared Dividend • Nov 27First half dividend of JP¥32.00 announcedShareholders will receive a dividend of JP¥32.00. Ex-date: 28th March 2025 Payment date: 20th June 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 14% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.9% EPS decline seen over the last 5 years.New Risk • Nov 14New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 12% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings have declined by 1.6% per year over the past 5 years. 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. Profit margins are more than 30% lower than last year (1.3% net profit margin).Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥45.42 (vs JP¥35.12 in 2Q 2024)Second quarter 2025 results: EPS: JP¥45.42 (up from JP¥35.12 in 2Q 2024). Revenue: JP¥49.8b (up 20% from 2Q 2024). Net income: JP¥1.37b (up 30% from 2Q 2024). Profit margin: 2.8% (up from 2.6% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.공시 • Oct 06ALCONIX Corporation to Report Q2, 2025 Results on Nov 06, 2024ALCONIX Corporation announced that they will report Q2, 2025 results on Nov 06, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 28 November 2024. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.3%).Reported Earnings • Aug 06First quarter 2025 earnings released: EPS: JP¥42.77 (vs JP¥28.50 in 1Q 2024)First quarter 2025 results: EPS: JP¥42.77 (up from JP¥28.50 in 1Q 2024). Revenue: JP¥45.9b (up 8.2% from 1Q 2024). Net income: JP¥1.29b (up 50% from 1Q 2024). Profit margin: 2.8% (up from 2.0% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,241, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 9x in the Trade Distributors industry in Japan. Total loss to shareholders of 11% over the past three years.Declared Dividend • Jul 11Final dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 27th September 2024 Payment date: 28th November 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 42% to shift the payout ratio to a potentially unsustainable range, which is more than the 19% EPS decline seen over the last 5 years.공시 • Jun 30ALCONIX Corporation to Report Q1, 2025 Results on Aug 05, 2024ALCONIX Corporation announced that they will report Q1, 2025 results on Aug 05, 2024분석 기사 • Jun 27Some Investors May Be Willing To Look Past ALCONIX's (TSE:3036) Soft EarningsSoft earnings didn't appear to concern ALCONIX Corporation's ( TSE:3036 ) shareholders over the last week. We did some...Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥53.04 (vs JP¥182 in FY 2023)Full year 2024 results: EPS: JP¥53.04 (down from JP¥182 in FY 2023). Revenue: JP¥174.9b (down 1.9% from FY 2023). Net income: JP¥1.60b (down 71% from FY 2023). Profit margin: 0.9% (down from 3.1% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥53.04 (vs JP¥182 in FY 2023)Full year 2024 results: EPS: JP¥53.04 (down from JP¥182 in FY 2023). Revenue: JP¥174.9b (down 1.9% from FY 2023). Net income: JP¥1.60b (down 71% from FY 2023). Profit margin: 0.9% (down from 3.1% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.공시 • May 17ALCONIX Corporation, Annual General Meeting, Jun 19, 2024ALCONIX Corporation, Annual General Meeting, Jun 19, 2024.공시 • May 16+ 2 more updatesALCONIX Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Payable on June 20, 2024ALCONIX Corporation announced dividend of JPY 28.00 per share for the fiscal year ended March 31, 2024 against JPY 28.00 per share paid a year ago. Scheduled commencement date of payment of dividends is June 20, 2024.분석 기사 • Mar 25ALCONIX's (TSE:3036) Dividend Will Be ¥27.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥27.00 per share on 24th of June. The...공시 • Mar 24ALCONIX Corporation to Report Fiscal Year 2024 Results on May 15, 2024ALCONIX Corporation announced that they will report fiscal year 2024 results on May 15, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).분석 기사 • Feb 29ALCONIX (TSE:3036) Will Pay A Dividend Of ¥27.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend on the 24th of June, with...공시 • Feb 29ALCONIX Corporation (TSE:3036) agreed to acquire Sakamoto Electric Mfg.Co.,Ltd. from Tsunetoshi Sakamoto and its founding familyALCONIX Corporation (TSE:3036) agreed to acquire Sakamoto Electric Mfg.Co.,Ltd. from Tsunetoshi Sakamoto and its founding family on February 27, 2024.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥29.36 (vs JP¥31.59 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.36 (down from JP¥31.59 in 3Q 2023). Revenue: JP¥47.1b (up 8.3% from 3Q 2023). Net income: JP¥885.0m (down 6.9% from 3Q 2023). Profit margin: 1.9% (down from 2.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.공시 • Dec 28ALCONIX Corporation to Report Q3, 2024 Results on Feb 08, 2024ALCONIX Corporation announced that they will report Q3, 2024 results on Feb 08, 2024Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥35.12 (vs JP¥47.29 in 2Q 2023)Second quarter 2024 results: EPS: JP¥35.12 (down from JP¥47.29 in 2Q 2023). Revenue: JP¥41.4b (down 8.8% from 2Q 2023). Net income: JP¥1.06b (down 26% from 2Q 2023). Profit margin: 2.6% (down from 3.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥27.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 29 November 2023. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.8%).Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥28.50 (vs JP¥90.39 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.50 (down from JP¥90.39 in 1Q 2023). Revenue: JP¥42.4b (down 9.5% from 1Q 2023). Net income: JP¥858.0m (down 68% from 1Q 2023). Profit margin: 2.0% (down from 5.8% in 1Q 2023). 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 fallen by 1% per year, which means it is significantly lagging earnings.공시 • Jul 06ALCONIX Corporation to Report Q1, 2024 Results on Aug 07, 2023ALCONIX Corporation announced that they will report Q1, 2024 results on Aug 07, 2023Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥182 (vs JP¥283 in FY 2022)Full year 2023 results: EPS: JP¥182 (down from JP¥283 in FY 2022). Revenue: JP¥178.3b (up 14% from FY 2022). Net income: JP¥5.49b (down 27% from FY 2022). Profit margin: 3.1% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. 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 6% per year, which means it is significantly lagging earnings growth.Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥182 (vs JP¥283 in FY 2022)Full year 2023 results: EPS: JP¥182 (down from JP¥283 in FY 2022). Revenue: JP¥178.3b (up 14% from FY 2022). Net income: JP¥5.49b (down 27% from FY 2022). Profit margin: 3.1% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. 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 3% per year, which means it is significantly lagging earnings growth.공시 • May 12ALCONIX Corporation, Annual General Meeting, Jun 21, 2023ALCONIX Corporation, Annual General Meeting, Jun 21, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.8%).Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥31.59 (vs JP¥76.81 in 3Q 2022)Third quarter 2023 results: EPS: JP¥31.59 (down from JP¥76.81 in 3Q 2022). Revenue: JP¥43.5b (up 9.8% from 3Q 2022). Net income: JP¥951.0m (down 53% from 3Q 2022). Profit margin: 2.2% (down from 5.1% in 3Q 2022). The decrease in margin was driven by higher expenses. 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 1% per year, which means it is significantly lagging earnings growth.공시 • Feb 08+ 1 more updateALCONIX Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023ALCONIX Corporation provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 26.00 per share.공시 • Jan 06ALCONIX Corporation to Report Q3, 2023 Results on Feb 08, 2023ALCONIX Corporation announced that they will report Q3, 2023 results on Feb 08, 2023공시 • Dec 02ALCONIX Corporation (TSE:3036) Completed the acquisition of Soode Nagano Co., Ltd. from Takayuki Hayade.ALCONIX Corporation (TSE:3036) signed a share transfer agreement to acquire Soode Nagano Co., Ltd. from Takayuki Hayade for ¥8.8 billion on April 26, 2022. ALCONIX Corporation will acquire 1,440 shares of Soode Nagano Co., Ltd. in the deal. Post-completion, Soode Nagano Co., Ltd. will become a consolidated subsidiary of ALCONIX Corporation. ALCONIX Corporation plans to dispatch part-time Directors and part-time Corporate Auditors. The Board of Directors of ALCONIX Corporation has resolved the deal on April 26, 2022. The deal is expected to close on November 30, 2022. ALCONIX Corporation (TSE:3036) Completed the acquisition of Soode Nagano Co., Ltd. from Takayuki Hayade on November 30, 2022.Reported Earnings • Nov 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥45.4b (up 21% from 2Q 2022). Net income: JP¥1.42b (down 32% from 2Q 2022). Profit margin: 3.1% (down from 5.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less 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, 3 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). CEO & Chairman Masato Takei is the most experienced director on the board, commencing their role in 2009. Independent Director Yukiko Imazu was the last independent director to join the board, commencing their role in 2022. 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.Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥47.29 (vs JP¥83.42 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.29 (down from JP¥83.42 in 2Q 2022). Revenue: JP¥45.4b (up 21% from 2Q 2022). Net income: JP¥1.42b (down 32% from 2Q 2022). Profit margin: 3.1% (down from 5.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • Nov 09+ 2 more updatesAlconix Corporation Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2023; Payable on November 29, 2022ALCONIX Corporation announced dividend for the second quarter end of fiscal year ending March 31, 2023. For the second quarter, the company decided to pay dividend JPY 26.00 against JPY 24.00 a year ago. Scheduled date of payment of dividend: November 29, 2022.공시 • Oct 05ALCONIX Corporation to Report Q2, 2023 Results on Nov 08, 2022ALCONIX Corporation announced that they will report Q2, 2023 results on Nov 08, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 29 November 2022. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.6%).Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥90.39 (vs JP¥97.26 in 1Q 2022)First quarter 2023 results: EPS: JP¥90.39. Revenue: JP¥46.8b (up 27% from 1Q 2022). Net income: JP¥2.72b (up 12% from 1Q 2022). Profit margin: 5.8% (down from 6.6% in 1Q 2022). The decrease in margin was driven by higher expenses.공시 • Aug 05+ 2 more updatesAlconix Corporation Provides Dividend Guidance for the Second Quarter of Fiscal Year 2023ALCONIX Corporation provided dividend guidance for the second quarter of fiscal year 2023. For the period, the company expects to pay dividend of JPY 26.00 per share against a paid dividend of JPY 24.00 per share a year ago.공시 • Jul 07ALCONIX Corporation to Report Q1, 2023 Results on Aug 05, 2022ALCONIX Corporation announced that they will report Q1, 2023 results on Aug 05, 2022Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥283 (vs JP¥114 in FY 2021)Full year 2022 results: EPS: JP¥283 (up from JP¥114 in FY 2021). Revenue: JP¥156.3b (down 27% from FY 2021). Net income: JP¥7.51b (up 163% from FY 2021). Profit margin: 4.8% (up from 1.3% in FY 2021). The increase in margin was driven by lower expenses. 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 1% per year, which means it is significantly lagging earnings growth.공시 • May 13+ 3 more updatesALCONIX Corporation, Annual General Meeting, Jun 22, 2022ALCONIX Corporation, Annual General Meeting, Jun 22, 2022.공시 • Apr 27ALCONIX Corporation (TSE:3036) signed a share transfer agreement to acquire Soode Nagano Co., Ltd. from Takayuki Hayade for ¥8.8 billion.ALCONIX Corporation (TSE:3036) signed a share transfer agreement to acquire Soode Nagano Co., Ltd. from Takayuki Hayade for ¥8.8 billion on April 26, 2022. ALCONIX Corporation will acquire 1,440 shares of Soode Nagano Co., Ltd. in the deal. Post-completion, Soode Nagano Co., Ltd. will become a consolidated subsidiary of ALCONIX Corporation. ALCONIX Corporation plans to dispatch part-time Directors and part-time Corporate Auditors. The Board of Directors of ALCONIX Corporation has resolved the deal on April 26, 2022. The deal is expected to close on November 30, 2022.Board Change • Apr 27No independent directorsThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. No independent directors (8 non-independent directors). CEO, President, MD & Director Masato Takei is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.공시 • Apr 07ALCONIX Corporation to Report Fiscal Year 2022 Results on May 13, 2022ALCONIX Corporation announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.4%).Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥76.81 (up from JP¥22.72 in 3Q 2021). Revenue: JP¥39.6b (down 30% from 3Q 2021). Net income: JP¥2.01b (up 254% from 3Q 2021). Profit margin: 5.1% (up from 1.0% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.공시 • Feb 09+ 1 more updateALCONIX Corporation Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2022ALCONIX Corporation provided year-end dividend guidance for the fiscal year ending March 31, 2022. For the year, the company expects to pay a year-end dividend of JPY 24.00 per share, compared with JPY 21.00 per share paid for the fiscal year ended March 31, 2021.이익 및 매출 성장 예측TSE:3036 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029249,0007,800N/A10,57513/31/2028242,0007,100N/A9,87513/31/2027235,0006,500N/A6,17513/31/2026219,7205,598-6,2352,424N/A12/31/2025208,0086,176N/AN/AN/A9/30/2025203,3994,7174,78812,636N/A6/30/2025203,6604,783N/AN/AN/A3/31/2025197,0044,805-877,003N/A12/31/2024190,8822,371N/AN/AN/A9/30/2024186,7952,3432,7067,363N/A6/30/2024178,3812,029N/AN/AN/A3/31/2024174,9011,59811,77215,215N/A12/31/2023173,4673,197N/AN/AN/A9/30/2023169,8763,2633,2038,261N/A6/30/2023173,8663,628N/AN/AN/A3/31/2023178,3335,488-4,564226N/A12/31/2022177,8226,062N/AN/AN/A9/30/2022173,9287,123-7,092-3,333N/A6/30/2022166,1797,790N/AN/AN/A3/31/2022156,2867,507-7,589-3,329N/A12/31/2021176,7087,616N/AN/AN/A9/30/2021193,4126,173-4,537-901N/A6/30/2021203,8364,740N/AN/AN/A3/31/2021214,9872,8601,0454,098N/A12/31/2020209,1232,145N/AN/AN/A9/30/2020209,9572,9175,6399,257N/A6/30/2020220,1563,271N/AN/AN/A3/31/2020232,2423,6175,7759,091N/A12/31/2019237,2303,650N/AN/AN/A9/30/2019246,1323,154N/A9,208N/A6/30/2019250,9473,275N/AN/AN/A3/31/2019257,4374,009N/A5,279N/A12/31/2018260,0064,698N/AN/AN/A9/30/2018258,0335,322N/A1,931N/A6/30/2018256,0015,535N/AN/AN/A3/31/2018247,9315,336N/A2,849N/A12/31/2017239,4024,964N/AN/AN/A9/30/2017227,2384,198N/A13N/A6/30/2017212,7563,689N/AN/AN/A3/31/2017201,9483,083N/A140N/A12/31/2016194,3932,840N/AN/AN/A9/30/2016194,9154,924N/A8,699N/A6/30/2016196,6185,017N/AN/AN/A3/31/2016201,7554,977N/A10,630N/A12/31/2015203,5514,790N/AN/AN/A9/30/2015205,7282,934N/A5,895N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3036 의 연간 예상 수익 증가율(10.7%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 3036 의 연간 수익(10.7%)이 JP 시장(10%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 3036 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 3036 의 수익(연간 4%)이 JP 시장(연간 6.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 3036 의 수익(연간 4%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3036의 자본 수익률은 3년 후 8.7%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/02 20:05종가2026/07/02 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 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스ALCONIX Corporation는 2명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Katsuhiko IshibashiIchiyoshi Research Institute Inc.Naoki YamashiroMarusan Securities Co. Ltd.
공시 • 15hALCONIX Corporation to Report Q1, 2027 Results on Aug 05, 2026ALCONIX Corporation announced that they will report Q1, 2027 results on Aug 05, 2026
Reported Earnings • Jun 23Full year 2026 earnings released: EPS: JP¥187 (vs JP¥159 in FY 2025)Full year 2026 results: EPS: JP¥187 (up from JP¥159 in FY 2025). Revenue: JP¥219.7b (up 12% from FY 2025). Net income: JP¥5.60b (up 17% from FY 2025). Profit margin: 2.5% (up from 2.4% 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 18% per year whereas the company’s share price has increased by 20% per year.
New Risk • Jun 15New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (4.0% operating cash flow to total debt). Earnings have declined by 8.1% per year over the past 5 years. Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results.
분석 기사 • May 24ALCONIX's (TSE:3036) Earnings Are Weaker Than They SeemDespite announcing strong earnings, ALCONIX Corporation's ( TSE:3036 ) stock was sluggish. Our analysis uncovered some...
공시 • May 15ALCONIX Corporation, Annual General Meeting, Jun 24, 2026ALCONIX Corporation, Annual General Meeting, Jun 24, 2026.
공시 • May 09ALCONIX Corporation to Report Fiscal Year 2026 Results on May 15, 2026ALCONIX Corporation announced that they will report fiscal year 2026 results on May 15, 2026
Reported Earnings • Feb 10Third quarter 2026 earnings released: EPS: JP¥78.97 (vs JP¥30.20 in 3Q 2025)Third quarter 2026 results: EPS: JP¥78.97 (up from JP¥30.20 in 3Q 2025). Revenue: JP¥55.8b (up 9.0% from 3Q 2025). Net income: JP¥2.37b (up 160% from 3Q 2025). Profit margin: 4.3% (up from 1.8% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 05ALCONIX Corporation to Report Q3, 2026 Results on Feb 09, 2026ALCONIX Corporation announced that they will report Q3, 2026 results on Feb 09, 2026
Declared Dividend • Nov 26First half dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 3.6%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (53% cash payout ratio). The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 6.4% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 08Second quarter 2026 earnings released: EPS: JP¥43.53 (vs JP¥45.42 in 2Q 2025)Second quarter 2026 results: EPS: JP¥43.53 (down from JP¥45.42 in 2Q 2025). Revenue: JP¥49.5b (flat on 2Q 2025). Net income: JP¥1.31b (down 4.8% from 2Q 2025). Profit margin: 2.6% (down from 2.8% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 17% per year, which means it is well ahead of earnings.
공시 • Oct 04ALCONIX Corporation to Report Q2, 2026 Results on Nov 06, 2025ALCONIX Corporation announced that they will report Q2, 2026 results on Nov 06, 2025
분석 기사 • Sep 27ALCONIX (TSE:3036) Has Announced A Dividend Of ¥42.00ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥42.00 per share on the 26th of November...
분석 기사 • Sep 11ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥42.00 per share on 26th of November. This...
분석 기사 • Aug 28ALCONIX's (TSE:3036) Dividend Will Be ¥42.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend on the 26th of November, with...
분석 기사 • Aug 10ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥42.00 per share on 26th of November. This...
Reported Earnings • Aug 06First quarter 2026 earnings released: EPS: JP¥42.33 (vs JP¥42.77 in 1Q 2025)First quarter 2026 results: EPS: JP¥42.33 (down from JP¥42.77 in 1Q 2025). Revenue: JP¥52.5b (up 14% from 1Q 2025). Net income: JP¥1.27b (down 1.7% from 1Q 2025). Profit margin: 2.4% (down from 2.8% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
분석 기사 • Jul 27ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥42.00 per share on the 26th...
Board Change • Jul 18Less 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. 4 non-independent directors. Independent Outside Director Hideki Matsuo was the last independent director to join the board, commencing their role in 2024. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
분석 기사 • Jul 13ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥42.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend on the 26th of November, with...
Declared Dividend • Jul 09Final dividend of JP¥42.00 announcedShareholders will receive a dividend of JP¥42.00. Ex-date: 29th September 2025 Payment date: 26th November 2025 Dividend yield will be 4.3%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by earnings (76% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 17% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 2.3% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 20Full year 2025 earnings released: EPS: JP¥159 (vs JP¥53.04 in FY 2024)Full year 2025 results: EPS: JP¥159 (up from JP¥53.04 in FY 2024). Revenue: JP¥197.0b (up 13% from FY 2024). Net income: JP¥4.81b (up 201% from FY 2024). Profit margin: 2.4% (up from 0.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings.
공시 • Jun 19ALCONIX Corporation to Report Q1, 2026 Results on Aug 05, 2025ALCONIX Corporation announced that they will report Q1, 2026 results on Aug 05, 2025
Reported Earnings • May 20Full year 2025 earnings released: EPS: JP¥159 (vs JP¥53.04 in FY 2024)Full year 2025 results: EPS: JP¥159 (up from JP¥53.04 in FY 2024). Revenue: JP¥197.0b (up 13% from FY 2024). Net income: JP¥4.81b (up 201% from FY 2024). Profit margin: 2.4% (up from 0.9% in FY 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
분석 기사 • May 15We Think ALCONIX (TSE:3036) Is Taking Some Risk With Its DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
공시 • May 15ALCONIX Corporation, Annual General Meeting, Jun 18, 2025ALCONIX Corporation, Annual General Meeting, Jun 18, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥32.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 20 June 2025. Payout ratio is on the higher end at 76%, however this is supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (3.3%).
분석 기사 • Mar 05ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥32.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥32.00 per share on the 20th...
공시 • Mar 05ALCONIX Corporation to Report Fiscal Year 2025 Results on May 15, 2025ALCONIX Corporation announced that they will report fiscal year 2025 results on May 15, 2025
Reported Earnings • Feb 11Third quarter 2025 earnings released: EPS: JP¥30.20 (vs JP¥29.36 in 3Q 2024)Third quarter 2025 results: EPS: JP¥30.20 (up from JP¥29.36 in 3Q 2024). Revenue: JP¥51.2b (up 8.7% from 3Q 2024). Net income: JP¥913.0m (up 3.2% from 3Q 2024). Profit margin: 1.8% (down from 1.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
공시 • Feb 11ALCONIX Corporation (TSE:3036) announces an Equity Buyback for 350,000 shares, for ¥525 million.ALCONIX Corporation (TSE:3036) announces a share repurchase program. Under the program, the company will repurchase up to 350,000 shares for ¥525 million. The repurchase price will be ¥1,500 per share.
분석 기사 • Feb 10ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥32.00 per share on the 20th of June...
분석 기사 • Jan 27ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend of ¥32.00 per share on the 20th of June...
공시 • Jan 17ALCONIX Corporation to Report Q3, 2025 Results on Feb 10, 2025ALCONIX Corporation announced that they will report Q3, 2025 results on Feb 10, 2025
분석 기사 • Jan 13ALCONIX (TSE:3036) Is Due To Pay A Dividend Of ¥32.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥32.00 per share on 20th of June. This...
분석 기사 • Dec 30ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥32.00 per share on 20th of June. This...
분석 기사 • Nov 27ALCONIX's (TSE:3036) Dividend Will Be ¥32.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥32.00 per share on 20th of June. This...
Declared Dividend • Nov 27First half dividend of JP¥32.00 announcedShareholders will receive a dividend of JP¥32.00. Ex-date: 28th March 2025 Payment date: 20th June 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (77% earnings payout ratio) and cash flows (72% cash payout ratio). The dividend has increased by an average of 16% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 14% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.9% EPS decline seen over the last 5 years.
New Risk • Nov 14New major risk - Financial positionThe company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 12% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (12% operating cash flow to total debt). Earnings have declined by 1.6% per year over the past 5 years. 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. Profit margins are more than 30% lower than last year (1.3% net profit margin).
Reported Earnings • Nov 08Second quarter 2025 earnings released: EPS: JP¥45.42 (vs JP¥35.12 in 2Q 2024)Second quarter 2025 results: EPS: JP¥45.42 (up from JP¥35.12 in 2Q 2024). Revenue: JP¥49.8b (up 20% from 2Q 2024). Net income: JP¥1.37b (up 30% from 2Q 2024). Profit margin: 2.8% (up from 2.6% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
공시 • Oct 06ALCONIX Corporation to Report Q2, 2025 Results on Nov 06, 2024ALCONIX Corporation announced that they will report Q2, 2025 results on Nov 06, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥29.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 28 November 2024. Payout ratio is on the higher end at 82%, however this is supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.3%).
Reported Earnings • Aug 06First quarter 2025 earnings released: EPS: JP¥42.77 (vs JP¥28.50 in 1Q 2024)First quarter 2025 results: EPS: JP¥42.77 (up from JP¥28.50 in 1Q 2024). Revenue: JP¥45.9b (up 8.2% from 1Q 2024). Net income: JP¥1.29b (up 50% from 1Q 2024). Profit margin: 2.8% (up from 2.0% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to JP¥1,241, the stock trades at a trailing P/E ratio of 23.4x. Average trailing P/E is 9x in the Trade Distributors industry in Japan. Total loss to shareholders of 11% over the past three years.
Declared Dividend • Jul 11Final dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 27th September 2024 Payment date: 28th November 2024 Dividend yield will be 3.7%, which is higher than the industry average of 2.6%. Sustainability & Growth Dividend is covered by both earnings (52% earnings payout ratio) and cash flows (15% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 42% to shift the payout ratio to a potentially unsustainable range, which is more than the 19% EPS decline seen over the last 5 years.
공시 • Jun 30ALCONIX Corporation to Report Q1, 2025 Results on Aug 05, 2024ALCONIX Corporation announced that they will report Q1, 2025 results on Aug 05, 2024
분석 기사 • Jun 27Some Investors May Be Willing To Look Past ALCONIX's (TSE:3036) Soft EarningsSoft earnings didn't appear to concern ALCONIX Corporation's ( TSE:3036 ) shareholders over the last week. We did some...
Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥53.04 (vs JP¥182 in FY 2023)Full year 2024 results: EPS: JP¥53.04 (down from JP¥182 in FY 2023). Revenue: JP¥174.9b (down 1.9% from FY 2023). Net income: JP¥1.60b (down 71% from FY 2023). Profit margin: 0.9% (down from 3.1% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Reported Earnings • May 20Full year 2024 earnings released: EPS: JP¥53.04 (vs JP¥182 in FY 2023)Full year 2024 results: EPS: JP¥53.04 (down from JP¥182 in FY 2023). Revenue: JP¥174.9b (down 1.9% from FY 2023). Net income: JP¥1.60b (down 71% from FY 2023). Profit margin: 0.9% (down from 3.1% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 25% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
공시 • May 17ALCONIX Corporation, Annual General Meeting, Jun 19, 2024ALCONIX Corporation, Annual General Meeting, Jun 19, 2024.
공시 • May 16+ 2 more updatesALCONIX Corporation Announces Dividend for the Fiscal Year Ended March 31, 2024, Payable on June 20, 2024ALCONIX Corporation announced dividend of JPY 28.00 per share for the fiscal year ended March 31, 2024 against JPY 28.00 per share paid a year ago. Scheduled commencement date of payment of dividends is June 20, 2024.
분석 기사 • Mar 25ALCONIX's (TSE:3036) Dividend Will Be ¥27.00ALCONIX Corporation's ( TSE:3036 ) investors are due to receive a payment of ¥27.00 per share on 24th of June. The...
공시 • Mar 24ALCONIX Corporation to Report Fiscal Year 2024 Results on May 15, 2024ALCONIX Corporation announced that they will report fiscal year 2024 results on May 15, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥27.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 3.7%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.4%).
분석 기사 • Feb 29ALCONIX (TSE:3036) Will Pay A Dividend Of ¥27.00The board of ALCONIX Corporation ( TSE:3036 ) has announced that it will pay a dividend on the 24th of June, with...
공시 • Feb 29ALCONIX Corporation (TSE:3036) agreed to acquire Sakamoto Electric Mfg.Co.,Ltd. from Tsunetoshi Sakamoto and its founding familyALCONIX Corporation (TSE:3036) agreed to acquire Sakamoto Electric Mfg.Co.,Ltd. from Tsunetoshi Sakamoto and its founding family on February 27, 2024.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥29.36 (vs JP¥31.59 in 3Q 2023)Third quarter 2024 results: EPS: JP¥29.36 (down from JP¥31.59 in 3Q 2023). Revenue: JP¥47.1b (up 8.3% from 3Q 2023). Net income: JP¥885.0m (down 6.9% from 3Q 2023). Profit margin: 1.9% (down from 2.2% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year.
공시 • Dec 28ALCONIX Corporation to Report Q3, 2024 Results on Feb 08, 2024ALCONIX Corporation announced that they will report Q3, 2024 results on Feb 08, 2024
Reported Earnings • Nov 08Second quarter 2024 earnings released: EPS: JP¥35.12 (vs JP¥47.29 in 2Q 2023)Second quarter 2024 results: EPS: JP¥35.12 (down from JP¥47.29 in 2Q 2023). Revenue: JP¥41.4b (down 8.8% from 2Q 2023). Net income: JP¥1.06b (down 26% from 2Q 2023). Profit margin: 2.6% (down from 3.1% in 2Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥27.00 per share at 3.9% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 29 November 2023. Payout ratio is a comfortable 45% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.8%).
Reported Earnings • Aug 08First quarter 2024 earnings released: EPS: JP¥28.50 (vs JP¥90.39 in 1Q 2023)First quarter 2024 results: EPS: JP¥28.50 (down from JP¥90.39 in 1Q 2023). Revenue: JP¥42.4b (down 9.5% from 1Q 2023). Net income: JP¥858.0m (down 68% from 1Q 2023). Profit margin: 2.0% (down from 5.8% in 1Q 2023). 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 fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Jul 06ALCONIX Corporation to Report Q1, 2024 Results on Aug 07, 2023ALCONIX Corporation announced that they will report Q1, 2024 results on Aug 07, 2023
Reported Earnings • Jun 28Full year 2023 earnings released: EPS: JP¥182 (vs JP¥283 in FY 2022)Full year 2023 results: EPS: JP¥182 (down from JP¥283 in FY 2022). Revenue: JP¥178.3b (up 14% from FY 2022). Net income: JP¥5.49b (down 27% from FY 2022). Profit margin: 3.1% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. 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 6% per year, which means it is significantly lagging earnings growth.
Reported Earnings • May 17Full year 2023 earnings released: EPS: JP¥182 (vs JP¥283 in FY 2022)Full year 2023 results: EPS: JP¥182 (down from JP¥283 in FY 2022). Revenue: JP¥178.3b (up 14% from FY 2022). Net income: JP¥5.49b (down 27% from FY 2022). Profit margin: 3.1% (down from 4.8% in FY 2022). The decrease in margin was driven by higher expenses. 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 3% per year, which means it is significantly lagging earnings growth.
공시 • May 12ALCONIX Corporation, Annual General Meeting, Jun 21, 2023ALCONIX Corporation, Annual General Meeting, Jun 21, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥26.00 per share at 4.0% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 23 June 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.8%).
Reported Earnings • Feb 09Third quarter 2023 earnings released: EPS: JP¥31.59 (vs JP¥76.81 in 3Q 2022)Third quarter 2023 results: EPS: JP¥31.59 (down from JP¥76.81 in 3Q 2022). Revenue: JP¥43.5b (up 9.8% from 3Q 2022). Net income: JP¥951.0m (down 53% from 3Q 2022). Profit margin: 2.2% (down from 5.1% in 3Q 2022). The decrease in margin was driven by higher expenses. 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 1% per year, which means it is significantly lagging earnings growth.
공시 • Feb 08+ 1 more updateALCONIX Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023ALCONIX Corporation provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 26.00 per share.
공시 • Jan 06ALCONIX Corporation to Report Q3, 2023 Results on Feb 08, 2023ALCONIX Corporation announced that they will report Q3, 2023 results on Feb 08, 2023
공시 • Dec 02ALCONIX Corporation (TSE:3036) Completed the acquisition of Soode Nagano Co., Ltd. from Takayuki Hayade.ALCONIX Corporation (TSE:3036) signed a share transfer agreement to acquire Soode Nagano Co., Ltd. from Takayuki Hayade for ¥8.8 billion on April 26, 2022. ALCONIX Corporation will acquire 1,440 shares of Soode Nagano Co., Ltd. in the deal. Post-completion, Soode Nagano Co., Ltd. will become a consolidated subsidiary of ALCONIX Corporation. ALCONIX Corporation plans to dispatch part-time Directors and part-time Corporate Auditors. The Board of Directors of ALCONIX Corporation has resolved the deal on April 26, 2022. The deal is expected to close on November 30, 2022. ALCONIX Corporation (TSE:3036) Completed the acquisition of Soode Nagano Co., Ltd. from Takayuki Hayade on November 30, 2022.
Reported Earnings • Nov 17Second quarter 2023 earnings releasedSecond quarter 2023 results: Revenue: JP¥45.4b (up 21% from 2Q 2022). Net income: JP¥1.42b (down 32% from 2Q 2022). Profit margin: 3.1% (down from 5.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less 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, 3 were independent directors. The company's board is composed of: 7 new directors. 3 experienced directors. 2 highly experienced directors. 3 independent directors (6 non-independent directors). CEO & Chairman Masato Takei is the most experienced director on the board, commencing their role in 2009. Independent Director Yukiko Imazu was the last independent director to join the board, commencing their role in 2022. 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.
Reported Earnings • Nov 10Second quarter 2023 earnings released: EPS: JP¥47.29 (vs JP¥83.42 in 2Q 2022)Second quarter 2023 results: EPS: JP¥47.29 (down from JP¥83.42 in 2Q 2022). Revenue: JP¥45.4b (up 21% from 2Q 2022). Net income: JP¥1.42b (down 32% from 2Q 2022). Profit margin: 3.1% (down from 5.6% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • Nov 09+ 2 more updatesAlconix Corporation Announces Dividend for the Second Quarter End of Fiscal Year Ending March 31, 2023; Payable on November 29, 2022ALCONIX Corporation announced dividend for the second quarter end of fiscal year ending March 31, 2023. For the second quarter, the company decided to pay dividend JPY 26.00 against JPY 24.00 a year ago. Scheduled date of payment of dividend: November 29, 2022.
공시 • Oct 05ALCONIX Corporation to Report Q2, 2023 Results on Nov 08, 2022ALCONIX Corporation announced that they will report Q2, 2023 results on Nov 08, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥26.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 29 November 2022. Payout ratio is a comfortable 19% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (3.6%).
Reported Earnings • Aug 07First quarter 2023 earnings released: EPS: JP¥90.39 (vs JP¥97.26 in 1Q 2022)First quarter 2023 results: EPS: JP¥90.39. Revenue: JP¥46.8b (up 27% from 1Q 2022). Net income: JP¥2.72b (up 12% from 1Q 2022). Profit margin: 5.8% (down from 6.6% in 1Q 2022). The decrease in margin was driven by higher expenses.
공시 • Aug 05+ 2 more updatesAlconix Corporation Provides Dividend Guidance for the Second Quarter of Fiscal Year 2023ALCONIX Corporation provided dividend guidance for the second quarter of fiscal year 2023. For the period, the company expects to pay dividend of JPY 26.00 per share against a paid dividend of JPY 24.00 per share a year ago.
공시 • Jul 07ALCONIX Corporation to Report Q1, 2023 Results on Aug 05, 2022ALCONIX Corporation announced that they will report Q1, 2023 results on Aug 05, 2022
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥283 (vs JP¥114 in FY 2021)Full year 2022 results: EPS: JP¥283 (up from JP¥114 in FY 2021). Revenue: JP¥156.3b (down 27% from FY 2021). Net income: JP¥7.51b (up 163% from FY 2021). Profit margin: 4.8% (up from 1.3% in FY 2021). The increase in margin was driven by lower expenses. 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 1% per year, which means it is significantly lagging earnings growth.
공시 • May 13+ 3 more updatesALCONIX Corporation, Annual General Meeting, Jun 22, 2022ALCONIX Corporation, Annual General Meeting, Jun 22, 2022.
공시 • Apr 27ALCONIX Corporation (TSE:3036) signed a share transfer agreement to acquire Soode Nagano Co., Ltd. from Takayuki Hayade for ¥8.8 billion.ALCONIX Corporation (TSE:3036) signed a share transfer agreement to acquire Soode Nagano Co., Ltd. from Takayuki Hayade for ¥8.8 billion on April 26, 2022. ALCONIX Corporation will acquire 1,440 shares of Soode Nagano Co., Ltd. in the deal. Post-completion, Soode Nagano Co., Ltd. will become a consolidated subsidiary of ALCONIX Corporation. ALCONIX Corporation plans to dispatch part-time Directors and part-time Corporate Auditors. The Board of Directors of ALCONIX Corporation has resolved the deal on April 26, 2022. The deal is expected to close on November 30, 2022.
Board Change • Apr 27No independent directorsThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 9 new directors. 2 experienced directors. 1 highly experienced director. No independent directors (8 non-independent directors). CEO, President, MD & Director Masato Takei is the most experienced director on the board, commencing their role in 2009. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • Apr 07ALCONIX Corporation to Report Fiscal Year 2022 Results on May 13, 2022ALCONIX Corporation announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥28.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 24 June 2022. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.4%).
Reported Earnings • Feb 10Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥76.81 (up from JP¥22.72 in 3Q 2021). Revenue: JP¥39.6b (down 30% from 3Q 2021). Net income: JP¥2.01b (up 254% from 3Q 2021). Profit margin: 5.1% (up from 1.0% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth.
공시 • Feb 09+ 1 more updateALCONIX Corporation Provides Year-End Dividend Guidance for the Fiscal Year Ending March 31, 2022ALCONIX Corporation provided year-end dividend guidance for the fiscal year ending March 31, 2022. For the year, the company expects to pay a year-end dividend of JPY 24.00 per share, compared with JPY 21.00 per share paid for the fiscal year ended March 31, 2021.