공시 • 13h
Kaname Capital Calls on Cawachi Limited Shareholders On May 26, 2026, Kaname Capital announced that it has released a 102-page investor white paper on Cawachi Limited and called on shareholders to vote for its proposals: i) the removal of President Kawachi Shinji and Outside Director Watanabe Rinji as Directors and ii) proposal for shortening the term of directors from two years to one — a change Cawachi itself has now conceded is necessary, and which we have left on the ballot so that shareholders have a clear, low-cost way to register their support for the direction of governance reform at the 59th Annual General Meeting on June 11, 2026. Kaname Capital stated that it had called on the resulting Board of Directors to establish an Independent Strategic Review Committee to evaluate all paths to value creation, including the viability of the current ownership structure. Kaname Capital has urged ISS, Glass Lewis, and all proxy advisory services to recommend for both proposals. Reported Earnings • Apr 29
Full year 2026 earnings released: EPS: JP¥143 (vs JP¥219 in FY 2025) Full year 2026 results: EPS: JP¥143 (down from JP¥219 in FY 2025). Revenue: JP¥284.5b (down 1.2% from FY 2025). Net income: JP¥3.20b (down 35% from FY 2025). Profit margin: 1.1% (down from 1.7% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. 공시 • Apr 28
Cawachi Limited, Annual General Meeting, Jun 11, 2026 Cawachi Limited, Annual General Meeting, Jun 11, 2026. 공시 • Apr 21
Cawachi Limited to Report Fiscal Year 2026 Results on Apr 28, 2026 Cawachi Limited announced that they will report fiscal year 2026 results on Apr 28, 2026 Upcoming Dividend • Mar 05
Upcoming dividend of JP¥100.00 per share Eligible shareholders must have bought the stock before 12 March 2026. Payment date: 12 June 2026. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%). Reported Earnings • Jan 28
Third quarter 2026 earnings released: EPS: JP¥45.13 (vs JP¥56.91 in 3Q 2025) Third quarter 2026 results: EPS: JP¥45.13 (down from JP¥56.91 in 3Q 2025). Revenue: JP¥69.6b (flat on 3Q 2025). Net income: JP¥1.01b (down 21% from 3Q 2025). Profit margin: 1.4% (down from 1.8% in 3Q 2025). 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 11% per year, which means it is tracking significantly ahead of earnings growth. 공시 • Dec 26
Cawachi Limited to Report Q3, 2026 Results on Jan 27, 2026 Cawachi Limited announced that they will report Q3, 2026 results on Jan 27, 2026 Declared Dividend • Oct 31
Dividend of JP¥100.00 announced Shareholders will receive a dividend of JP¥100.00. Ex-date: 12th March 2026 Payment date: 12th June 2026 Dividend yield will be 3.4%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by both earnings (39% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 5.9% 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 57% to shift the payout ratio to a potentially unsustainable range, which is more than the 6.4% EPS decline seen over the last 5 years. Reported Earnings • Oct 30
Second quarter 2026 earnings released: EPS: JP¥63.22 (vs JP¥68.73 in 2Q 2025) Second quarter 2026 results: EPS: JP¥63.22 (down from JP¥68.73 in 2Q 2025). Revenue: JP¥74.3b (down 2.2% from 2Q 2025). Net income: JP¥1.41b (down 8.0% from 2Q 2025). Profit margin: 1.9% (down from 2.0% in 2Q 2025). The decrease in margin was driven by lower 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 12% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Oct 30
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 4.6% to JP¥2,928. The fair value is estimated to be JP¥2,437, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 3.4%. 공시 • Sep 26
Cawachi Limited to Report Q2, 2026 Results on Oct 29, 2025 Cawachi Limited announced that they will report Q2, 2026 results on Oct 29, 2025 Buy Or Sell Opportunity • Sep 09
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 4.0% to JP¥2,877. The fair value is estimated to be JP¥2,393, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Reported Earnings • Jul 25
First quarter 2026 earnings released: EPS: JP¥46.79 (vs JP¥52.83 in 1Q 2025) First quarter 2026 results: EPS: JP¥46.79 (down from JP¥52.83 in 1Q 2025). Revenue: JP¥71.0b (flat on 1Q 2025). Net income: JP¥1.05b (down 11% from 1Q 2025). Profit margin: 1.5% (down from 1.7% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 8% per year, which means it is tracking significantly ahead of earnings growth. 공시 • Jun 27
Cawachi Limited to Report Q1, 2026 Results on Jul 24, 2025 Cawachi Limited announced that they will report Q1, 2026 results on Jul 24, 2025 Reported Earnings • Apr 25
Full year 2025 earnings released: EPS: JP¥219 (vs JP¥211 in FY 2024) Full year 2025 results: EPS: JP¥219 (up from JP¥211 in FY 2024). Revenue: JP¥287.8b (flat on FY 2024). Net income: JP¥4.88b (up 3.6% from FY 2024). Profit margin: 1.7% (up from 1.6% in FY 2024). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. 공시 • Apr 24
Cawachi Limited, Annual General Meeting, Jun 11, 2025 Cawachi Limited, Annual General Meeting, Jun 11, 2025. 공시 • Mar 26
Cawachi Limited to Report Fiscal Year 2025 Results on Apr 24, 2025 Cawachi Limited announced that they will report fiscal year 2025 results on Apr 24, 2025 Upcoming Dividend • Mar 06
Upcoming dividend of JP¥80.00 per share Eligible shareholders must have bought the stock before 13 March 2025. Payment date: 13 June 2025. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%). Reported Earnings • Jan 24
Third quarter 2025 earnings released: EPS: JP¥56.91 (vs JP¥56.37 in 3Q 2024) Third quarter 2025 results: EPS: JP¥56.91 (up from JP¥56.37 in 3Q 2024). Revenue: JP¥69.6b (flat on 3Q 2024). Net income: JP¥1.27b (up 1.0% from 3Q 2024). Profit margin: 1.8% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 4% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings. 공시 • Jan 03
Cawachi Limited to Report Q3, 2025 Results on Jan 23, 2025 Cawachi Limited announced that they will report Q3, 2025 results on Jan 23, 2025 Declared Dividend • Oct 27
Dividend of JP¥80.00 announced Dividend of JP¥80.00 is the same as last year. Ex-date: 13th March 2025 Payment date: 13th June 2025 Dividend yield will be 3.2%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (41% earnings payout ratio) but not covered by cash flows (175% cash payout ratio). The dividend has increased by an average of 5.9% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 17% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Oct 26
Second quarter 2025 earnings released: EPS: JP¥68.73 (vs JP¥77.64 in 2Q 2024) Second quarter 2025 results: EPS: JP¥68.73 (down from JP¥77.64 in 2Q 2024). Revenue: JP¥76.0b (flat on 2Q 2024). Net income: JP¥1.54b (down 12% from 2Q 2024). Profit margin: 2.0% (down from 2.3% in 2Q 2024). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. 공시 • Sep 26
Cawachi Limited to Report Q2, 2025 Results on Oct 25, 2024 Cawachi Limited announced that they will report Q2, 2025 results on Oct 25, 2024 Reported Earnings • Jul 28
First quarter 2025 earnings released: EPS: JP¥52.83 (vs JP¥58.79 in 1Q 2024) First quarter 2025 results: EPS: JP¥52.83 (down from JP¥58.79 in 1Q 2024). Revenue: JP¥71.3b (up 1.1% from 1Q 2024). Net income: JP¥1.18b (down 10% from 1Q 2024). Profit margin: 1.7% (down from 1.9% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. 공시 • Jun 27
Cawachi Limited to Report Q1, 2025 Results on Jul 26, 2024 Cawachi Limited announced that they will report Q1, 2025 results on Jul 26, 2024 Reported Earnings • Jun 16
Full year 2024 earnings released: EPS: JP¥211 (vs JP¥187 in FY 2023) Full year 2024 results: EPS: JP¥211 (up from JP¥187 in FY 2023). Revenue: JP¥286.0b (up 1.5% from FY 2023). Net income: JP¥4.71b (up 13% from FY 2023). Profit margin: 1.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. 공시 • May 18
Cawachi Limited Provides Dividend Guidance for the Fiscal Year Ending March 15, 2025 Cawachi Limited provides dividend guidance for the fiscal year ending March 15, 2025. For the period, the company expects dividend to be JPY 80.00 per share compared to JPY 80.00 per share a year ago. Reported Earnings • May 01
Full year 2024 earnings released: EPS: JP¥211 (vs JP¥187 in FY 2023) Full year 2024 results: EPS: JP¥211 (up from JP¥187 in FY 2023). Revenue: JP¥286.0b (up 1.5% from FY 2023). Net income: JP¥4.71b (up 13% from FY 2023). Profit margin: 1.6% (up from 1.5% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. 공시 • Apr 28
Cawachi Limited, Annual General Meeting, Jun 12, 2024 Cawachi Limited, Annual General Meeting, Jun 12, 2024. 공시 • Mar 27
Cawachi Limited to Report Fiscal Year 2024 Results on Apr 26, 2024 Cawachi Limited announced that they will report fiscal year 2024 results on Apr 26, 2024 Upcoming Dividend • Mar 07
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 14 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%). Reported Earnings • Jan 26
Third quarter 2024 earnings released: EPS: JP¥56.37 (vs JP¥58.03 in 3Q 2023) Third quarter 2024 results: EPS: JP¥56.37 (down from JP¥58.03 in 3Q 2023). Revenue: JP¥69.9b (flat on 3Q 2023). Net income: JP¥1.26b (down 2.9% from 3Q 2023). Profit margin: 1.8% (down from 1.9% in 3Q 2023). Over the last 3 years on average, earnings per share has fallen by 19% 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. 공시 • Jan 25
Cawachi Limited Provides Dividend Guidance for the Year Ending March 2024 Cawachi Limited provided dividend guidance for the year ending March 2024. For the year, the company expects to pay dividend of ¥50.00 against ¥50.00 paid last year. 공시 • Dec 27
Cawachi Limited to Report Q3, 2024 Results on Jan 25, 2024 Cawachi Limited announced that they will report Q3, 2024 results on Jan 25, 2024 Reported Earnings • Oct 28
Second quarter 2024 earnings released: EPS: JP¥77.64 (vs JP¥73.12 in 2Q 2023) Second quarter 2024 results: EPS: JP¥77.64 (up from JP¥73.12 in 2Q 2023). Revenue: JP¥75.4b (up 2.2% from 2Q 2023). Net income: JP¥1.73b (up 6.2% from 2Q 2023). Profit margin: 2.3% (up from 2.2% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% 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 • Sep 27
Cawachi Limited to Report Q2, 2024 Results on Oct 26, 2023 Cawachi Limited announced that they will report Q2, 2024 results on Oct 26, 2023 Reported Earnings • Jul 27
First quarter 2024 earnings released: EPS: JP¥58.79 (vs JP¥52.74 in 1Q 2023) First quarter 2024 results: EPS: JP¥58.79 (up from JP¥52.74 in 1Q 2023). Revenue: JP¥70.6b (up 2.5% from 1Q 2023). Net income: JP¥1.31b (up 12% from 1Q 2023). Profit margin: 1.9% (up from 1.7% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. 공시 • Jun 26
Cawachi Limited to Report Q1, 2024 Results on Jul 26, 2023 Cawachi Limited announced that they will report Q1, 2024 results on Jul 26, 2023 Reported Earnings • Jun 18
Full year 2023 earnings released: EPS: JP¥187 (vs JP¥216 in FY 2022) Full year 2023 results: EPS: JP¥187 (down from JP¥216 in FY 2022). Revenue: JP¥281.9b (flat on FY 2022). Net income: JP¥4.18b (down 14% from FY 2022). Profit margin: 1.5% (down from 1.7% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 6% per year. Reported Earnings • Apr 29
Full year 2023 earnings released: EPS: JP¥187 (vs JP¥216 in FY 2022) Full year 2023 results: EPS: JP¥187 (down from JP¥216 in FY 2022). Revenue: JP¥281.9b (flat on FY 2022). Net income: JP¥4.18b (down 14% from FY 2022). Profit margin: 1.5% (down from 1.7% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Mar 07
Upcoming dividend of JP¥50.00 per share at 2.1% yield Eligible shareholders must have bought the stock before 14 March 2023. Payment date: 15 June 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%). Reported Earnings • Jan 27
Third quarter 2023 earnings released: EPS: JP¥58.03 (vs JP¥61.73 in 3Q 2022) Third quarter 2023 results: EPS: JP¥58.03 (down from JP¥61.73 in 3Q 2022). Revenue: JP¥69.9b (up 4.2% from 3Q 2022). Net income: JP¥1.30b (down 6.0% from 3Q 2022). Profit margin: 1.9% (down from 2.1% 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 2% per year whereas the company’s share price has increased by 1% per year. 공시 • Dec 26
Cawachi Limited to Report Q3, 2023 Results on Jan 26, 2023 Cawachi Limited announced that they will report Q3, 2023 results on Jan 26, 2023 Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Hiromichi Okuyama was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Oct 27
Second quarter 2023 earnings released: EPS: JP¥73.12 (vs JP¥84.76 in 2Q 2022) Second quarter 2023 results: EPS: JP¥73.12 (down from JP¥84.76 in 2Q 2022). Revenue: JP¥73.7b (flat on 2Q 2022). Net income: JP¥1.63b (down 14% from 2Q 2022). Profit margin: 2.2% (down from 2.6% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. 공시 • Sep 29
Cawachi Limited to Report Q2, 2023 Results on Oct 26, 2022 Cawachi Limited announced that they will report Q2, 2023 results on Oct 26, 2022 Reported Earnings • Jul 30
First quarter 2023 earnings released: EPS: JP¥52.74 (vs JP¥61.14 in 1Q 2022) First quarter 2023 results: EPS: JP¥52.74 (down from JP¥61.14 in 1Q 2022). Revenue: JP¥68.8b (down 2.0% from 1Q 2022). Net income: JP¥1.18b (down 14% from 1Q 2022). Profit margin: 1.7% (down from 1.9% in 1Q 2022). The decrease in margin was driven by lower revenue. 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. Reported Earnings • Jun 19
Full year 2022 earnings released: EPS: JP¥216 (vs JP¥319 in FY 2021) Full year 2022 results: EPS: JP¥216 (down from JP¥319 in FY 2021). Revenue: JP¥279.5b (down 1.8% from FY 2021). Net income: JP¥4.83b (down 32% from FY 2021). Profit margin: 1.7% (down from 2.5% in FY 2021). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Reported Earnings • Apr 30
Full year 2022 earnings released: EPS: JP¥216 (vs JP¥319 in FY 2021) Full year 2022 results: EPS: JP¥216 (down from JP¥319 in FY 2021). Revenue: JP¥279.5b (down 1.8% from FY 2021). Net income: JP¥4.83b (down 32% from FY 2021). Profit margin: 1.7% (down from 2.5% in FY 2021). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 4 highly experienced directors. No independent directors (7 non-independent directors). External Director Hiromichi Okuyama was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. 공시 • Apr 07
Cawachi Limited to Report Fiscal Year 2022 Results on Apr 27, 2022 Cawachi Limited announced that they will report fiscal year 2022 results on Apr 27, 2022 Upcoming Dividend • Mar 07
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 14 March 2022. Payment date: 11 June 2022. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (1.6%). Reported Earnings • Jan 28
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥61.73 (down from JP¥73.47 in 3Q 2021). Revenue: JP¥67.1b (flat on 3Q 2021). Net income: JP¥1.38b (down 16% from 3Q 2021). Profit margin: 2.1% (down from 2.4% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Reported Earnings • Oct 27
Second quarter 2022 earnings released: EPS JP¥84.76 (vs JP¥110 in 2Q 2021) The company reported a poor second quarter result with weaker earnings and profit margins, although revenues were flat. Second quarter 2022 results: Revenue: JP¥74.2b (flat on 2Q 2021). Net income: JP¥1.89b (down 23% from 2Q 2021). Profit margin: 2.6% (down from 3.3% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jul 29
First quarter 2022 earnings released: EPS JP¥61.14 (vs JP¥96.87 in 1Q 2021) The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥70.2b (down 4.8% from 1Q 2021). Net income: JP¥1.36b (down 37% from 1Q 2021). Profit margin: 1.9% (down from 2.9% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • Apr 28
Full year 2021 earnings released: EPS JP¥319 (vs JP¥170 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥284.5b (up 5.2% from FY 2020). Net income: JP¥7.11b (up 86% from FY 2020). Profit margin: 2.5% (up from 1.4% in FY 2020). The increase in margin was driven by higher revenue. 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 2% per year, which means it is significantly lagging earnings. Upcoming Dividend • Mar 05
Upcoming Dividend of JP¥50.00 Per Share Will be paid on the 12th of June to those who are registered shareholders by the 12th of March. The trailing yield of 1.8% is below the top quartile of Japanese dividend payers (2.9%), but it is higher than industry peers (1.5%). Is New 90 Day High Low • Feb 24
New 90-day low: JP¥2,892 The company is down 7.0% from its price of JP¥3,120 on 26 November 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is up 4.0% over the same period. Reported Earnings • Jan 23
Third quarter 2021 earnings released: EPS JP¥73.47 The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥67.5b (up 3.3% from 3Q 2020). Net income: JP¥1.64b (up 81% from 3Q 2020). Profit margin: 2.4% (up from 1.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. 공시 • Dec 27
Cawachi Limited to Report Q3, 2021 Results on Jan 22, 2021 Cawachi Limited announced that they will report Q3, 2021 results on Jan 22, 2021 공시 • Oct 01
Cawachi Limited to Report Q2, 2021 Results on Oct 23, 2020 Cawachi Limited announced that they will report Q2, 2021 results on Oct 23, 2020