View ValuationIchibanya 향후 성장Future 기준 점검 3/6Ichibanya은 연간 수입과 매출이 각각 10.5%와 6.6% 증가할 것으로 예상되고 EPS는 연간 10.6%만큼 증가할 것으로 예상됩니다.핵심 정보10.5%이익 성장률10.63%EPS 성장률Hospitality 이익 성장13.5%매출 성장률6.6%향후 자기자본이익률n/a애널리스트 커버리지Low마지막 업데이트15 Apr 2026최근 향후 성장 업데이트공시 • Oct 07+ 1 more updateIchibanya Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025Ichibanya Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2025. For the period, the company expects net sales of JPY 61,500 million, operating profit of JPY 5,200 million, profit attributable to owners of parent of JPY 3,100 million and basic earnings per share of JPY 19.43.Price Target Changed • Apr 14Price target decreased by 15% to JP¥1,000Down from JP¥1,180, the current price target is provided by 1 analyst. New target price is 11% below last closing price of JP¥1,128. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of JP¥20.70 for next year compared to JP¥84.15 last year.공시 • Jun 27+ 1 more updateIchibanya Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2023 and Fiscal Year Ending February 29, 2024Ichibanya Co., Ltd. provided consolidated earnings guidance for the six months ending August 31, 2023 and Fiscal year ending February 29, 2024. For the period, the company expects net sales to be JPY 25,500 million. Operating profit to be JPY 1,810 million. Profit attributable to owners of parent to be JPY 1,140 million. Basic earnings per share to be JPY 35.72. For the year end, the company expects net sales of JPY 53,000 million, Operating profit of JPY 4,300 million and profit attributable to owners of parent of JPY 2,880 million or JPY 90.23 per basic share.Price Target Changed • Apr 13Price target increased by 40% to JP¥5,600Up from JP¥4,000, the current price target is provided by 1 analyst. New target price is 6.5% above last closing price of JP¥5,260. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥89.30 for next year compared to JP¥79.52 last year.Price Target Changed • Nov 16Price target decreased to JP¥3,900Down from JP¥4,300, the current price target is provided by 1 analyst. New target price is 15% below last closing price of JP¥4,600. Stock is down 0.9% over the past year. The company is forecast to post earnings per share of JP¥64.20 for next year compared to JP¥91.53 last year.Price Target Changed • Oct 12Price target decreased to JP¥3,900Down from JP¥4,300, the current price target is provided by 1 analyst. New target price is 11% below last closing price of JP¥4,380. Stock is down 3.2% over the past year. The company is forecast to post earnings per share of JP¥64.20 for next year compared to JP¥91.53 last year.모든 업데이트 보기Recent updates분석 기사 • Apr 14There May Be Reason For Hope In Ichibanya's (TSE:7630) Disappointing EarningsShareholders appeared unconcerned with Ichibanya Co., Ltd.'s ( TSE:7630 ) lackluster earnings report last week. We did...Reported Earnings • Apr 07Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥16.05 (down from JP¥19.88 in FY 2025). Revenue: JP¥65.5b (up 7.4% from FY 2025). Net income: JP¥2.56b (down 19% from FY 2025). Profit margin: 3.9% (down from 5.2% in FY 2025). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.공시 • Apr 06Ichibanya Co., Ltd., Annual General Meeting, May 29, 2026Ichibanya Co., Ltd., Annual General Meeting, May 29, 2026.공시 • Apr 02Ichibanya Co., Ltd. to Report Fiscal Year 2026 Results on Apr 06, 2026Ichibanya Co., Ltd. announced that they will report fiscal year 2026 results on Apr 06, 2026Upcoming Dividend • Feb 19Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 18 May 2026. Payout ratio and cash payout ratio are on the higher end at 90% and 97% respectively. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.9%).Reported Earnings • Dec 27Third quarter 2026 earnings released: EPS: JP¥5.49 (vs JP¥6.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥5.49 (down from JP¥6.59 in 3Q 2025). Revenue: JP¥16.5b (up 6.9% from 3Q 2025). Net income: JP¥876.0m (down 17% from 3Q 2025). Profit margin: 5.3% (down from 6.8% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has remained flat.분석 기사 • Nov 16Ichibanya's (TSE:7630) Dividend Will Be ¥8.00The board of Ichibanya Co., Ltd. ( TSE:7630 ) has announced that it will pay a dividend on the 18th of May, with...Declared Dividend • Nov 15First half dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 18th May 2026 Dividend yield will be 1.7%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (85% earnings payout ratio) but not adequately covered by cash flows (97% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.New Risk • Oct 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 97% Dividend yield: 1.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.분석 기사 • Oct 13We Like The Quality Of Ichibanya's (TSE:7630) EarningsThe market seemed underwhelmed by last week's earnings announcement from Ichibanya Co., Ltd. ( TSE:7630 ) despite the...Reported Earnings • Oct 07Second quarter 2026 earnings released: EPS: JP¥2.90 (vs JP¥4.43 in 2Q 2025)Second quarter 2026 results: EPS: JP¥2.90 (down from JP¥4.43 in 2Q 2025). Revenue: JP¥16.3b (up 6.0% from 2Q 2025). Net income: JP¥462.0m (down 35% from 2Q 2025). Profit margin: 2.8% (down from 4.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Aug 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 17 November 2025. Payout ratio is on the higher end at 79%, and the cash payout ratio is above 100%. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.7%).분석 기사 • Jul 17Ichibanya (TSE:7630) Will Pay A Dividend Of ¥8.00The board of Ichibanya Co., Ltd. ( TSE:7630 ) has announced that it will pay a dividend on the 17th of November, with...분석 기사 • Jun 18Ichibanya (TSE:7630) Has Announced A Dividend Of ¥8.00Ichibanya Co., Ltd. ( TSE:7630 ) will pay a dividend of ¥8.00 on the 17th of November. This means the annual payment is...Declared Dividend • Jun 18Final dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 28th August 2025 Payment date: 17th November 2025 Dividend yield will be 1.8%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (116% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 04Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥19.88 (up from JP¥16.83 in FY 2024). Revenue: JP¥61.0b (up 11% from FY 2024). Net income: JP¥3.17b (up 18% from FY 2024). Profit margin: 5.2% (up from 4.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Reported Earnings • Apr 05Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥19.88 (up from JP¥16.83 in FY 2024). Revenue: JP¥61.0b (up 11% from FY 2024). Net income: JP¥3.17b (up 18% from FY 2024). Profit margin: 5.2% (up from 4.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공시 • Apr 04+ 2 more updatesIchibanya Co., Ltd., Annual General Meeting, May 30, 2025Ichibanya Co., Ltd., Annual General Meeting, May 30, 2025.공시 • Feb 28+ 2 more updatesIchibanya Co., Ltd. to Report Q1, 2026 Results on Jun 23, 2025Ichibanya Co., Ltd. announced that they will report Q1, 2026 results on Jun 23, 2025공시 • Feb 27Ichibanya Co., Ltd. to Report Fiscal Year 2025 Results on Apr 04, 2025Ichibanya Co., Ltd. announced that they will report fiscal year 2025 results on Apr 04, 2025Upcoming Dividend • Feb 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 15 May 2025. Payout ratio and cash payout ratio are on the higher end at 90% and 93% respectively. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%).Reported Earnings • Dec 26Third quarter 2025 earnings released: EPS: JP¥6.59 (vs JP¥6.39 in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.59 (up from JP¥6.39 in 3Q 2024). Revenue: JP¥15.4b (up 7.2% from 3Q 2024). Net income: JP¥1.05b (up 3.0% from 3Q 2024). Profit margin: 6.8% (down from 7.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.Declared Dividend • Nov 16First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 27th February 2025 Payment date: 15th May 2025 Dividend yield will be 1.6%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is not covered by earnings (136% earnings payout ratio) nor is it adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 51% to bring the payout ratio under control. EPS is expected to grow by 36% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.공시 • Oct 31Ichibanya Co., Ltd. to Report Q3, 2025 Results on Dec 23, 2024Ichibanya Co., Ltd. announced that they will report Q3, 2025 results on Dec 23, 2024Reported Earnings • Oct 09Second quarter 2025 earnings released: EPS: JP¥4.43 (vs JP¥3.37 in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.43 (up from JP¥3.37 in 2Q 2024). Revenue: JP¥15.3b (up 10% from 2Q 2024). Net income: JP¥706.0m (up 32% from 2Q 2024). Profit margin: 4.6% (up from 3.9% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.공시 • Oct 07+ 1 more updateIchibanya Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025Ichibanya Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2025. For the period, the company expects net sales of JPY 61,500 million, operating profit of JPY 5,200 million, profit attributable to owners of parent of JPY 3,100 million and basic earnings per share of JPY 19.43.Upcoming Dividend • Aug 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 18 November 2024. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.8%).공시 • Aug 03Ichibanya Co., Ltd. to Report Q2, 2025 Results on Oct 07, 2024Ichibanya Co., Ltd. announced that they will report Q2, 2025 results on Oct 07, 2024분석 기사 • Jul 24Returns On Capital At Ichibanya (TSE:7630) Have StalledWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Reported Earnings • Jun 25First quarter 2025 earnings released: EPS: JP¥5.32 (vs JP¥5.52 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.32 (down from JP¥5.52 in 1Q 2024). Revenue: JP¥14.3b (up 11% from 1Q 2024). Net income: JP¥848.0m (down 3.7% from 1Q 2024). Profit margin: 5.9% (down from 6.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.Declared Dividend • Jun 06Final dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 29th August 2024 Payment date: 18th November 2024 Dividend yield will be 4.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 86% over the next 3 years. Since a fall of 12% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.공시 • May 11Ichibanya Co., Ltd. to Report Q1, 2025 Results on Jun 24, 2024Ichibanya Co., Ltd. announced that they will report Q1, 2025 results on Jun 24, 2024Price Target Changed • Apr 14Price target decreased by 15% to JP¥1,000Down from JP¥1,180, the current price target is provided by 1 analyst. New target price is 11% below last closing price of JP¥1,128. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of JP¥20.70 for next year compared to JP¥84.15 last year.분석 기사 • Apr 11Ichibanya's (TSE:7630) Earnings Offer More Than Meets The EyeThe market seemed underwhelmed by last week's earnings announcement from Ichibanya Co., Ltd. ( TSE:7630 ) despite the...Reported Earnings • Apr 06Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥84.15 (up from JP¥15.90 in FY 2023). Revenue: JP¥55.1b (up 14% from FY 2023). Net income: JP¥2.69b (up 5.8% from FY 2023). Profit margin: 4.9% (down from 5.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.공시 • Apr 04Ichibanya Co., Ltd., Annual General Meeting, May 29, 2024Ichibanya Co., Ltd., Annual General Meeting, May 29, 2024.분석 기사 • Feb 26Ichibanya (TSE:7630) Has Announced A Dividend Of ¥40.00Ichibanya Co., Ltd. ( TSE:7630 ) will pay a dividend of ¥40.00 on the 16th of May. Based on this payment, the dividend...공시 • Feb 21Ichibanya Co., Ltd. to Report Fiscal Year 2024 Results on Apr 04, 2024Ichibanya Co., Ltd. announced that they will report fiscal year 2024 results on Apr 04, 2024Upcoming Dividend • Feb 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 16 May 2024. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (0.6%).Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥6,120, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 26x in the Hospitality industry in Japan. Total returns to shareholders of 27% over the past three years.공시 • Dec 26+ 1 more updateIchibanya Co., Ltd Provides Dividend Guidance for the Full Year Ending February 29, 2024Ichibanya Co., Ltd. expected year-end February 29, 2024 dividend of JPY 40 per share compared to JPY 40 per share paid a year ago.Reported Earnings • Dec 26Third quarter 2024 earnings released: EPS: JP¥31.97 (vs JP¥22.43 in 3Q 2023)Third quarter 2024 results: EPS: JP¥31.97 (up from JP¥22.43 in 3Q 2023). Revenue: JP¥14.4b (up 16% from 3Q 2023). Net income: JP¥1.02b (up 43% from 3Q 2023). Profit margin: 7.1% (up from 5.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Reported Earnings • Oct 07Second quarter 2024 earnings released: EPS: JP¥16.83 (vs JP¥18.39 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.83 (down from JP¥18.39 in 2Q 2023). Revenue: JP¥13.9b (up 20% from 2Q 2023). Net income: JP¥537.0m (down 8.5% from 2Q 2023). Profit margin: 3.9% (down from 5.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.공시 • Oct 07+ 2 more updatesIchibanya Co., Ltd. Declares Dividend for the Second Quarter of Fiscal Year 2024, Payable on November 17, 2023; Provides Dividend Guidance for the Full Year Ending February 2024Ichibanya Co., Ltd. declared dividend for the second quarter of fiscal year 2024. For the second quarter, Company announced dividend of JPY 40 per share compared to JPY 40 per share paid a year ago. Dividend payable date (as planned) November 17, 2023.The company expects year-end February 2024 dividend of JPY 40 per share compared to JPY 40 per share paid a year ago.공시 • Jun 27+ 1 more updateIchibanya Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2023 and Fiscal Year Ending February 29, 2024Ichibanya Co., Ltd. provided consolidated earnings guidance for the six months ending August 31, 2023 and Fiscal year ending February 29, 2024. For the period, the company expects net sales to be JPY 25,500 million. Operating profit to be JPY 1,810 million. Profit attributable to owners of parent to be JPY 1,140 million. Basic earnings per share to be JPY 35.72. For the year end, the company expects net sales of JPY 53,000 million, Operating profit of JPY 4,300 million and profit attributable to owners of parent of JPY 2,880 million or JPY 90.23 per basic share.Reported Earnings • Jun 02Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥79.52 (down from JP¥91.53 in FY 2022). Revenue: JP¥48.3b (up 7.2% from FY 2022). Net income: JP¥2.54b (down 13% from FY 2022). Profit margin: 5.3% (down from 6.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat.공시 • May 26+ 1 more updateIchibanya Co., Ltd. to Report Q3, 2024 Results on Dec 25, 2023Ichibanya Co., Ltd. announced that they will report Q3, 2024 results on Dec 25, 2023Price Target Changed • Apr 13Price target increased by 40% to JP¥5,600Up from JP¥4,000, the current price target is provided by 1 analyst. New target price is 6.5% above last closing price of JP¥5,260. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥89.30 for next year compared to JP¥79.52 last year.Reported Earnings • Apr 08Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥79.52 (down from JP¥91.53 in FY 2022). Revenue: JP¥48.3b (up 7.2% from FY 2022). Net income: JP¥2.54b (down 13% from FY 2022). Profit margin: 5.3% (down from 6.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.공시 • Jan 31Ichibanya Co., Ltd. to Report Fiscal Year 2023 Results on Apr 05, 2023Ichibanya Co., Ltd. announced that they will report fiscal year 2023 results on Apr 05, 2023공시 • Dec 27+ 1 more updateIchibanya Co., Ltd. Provides Year-End Dividend Guidance for Period Ending February 2023Ichibanya Co., Ltd. provided year-end dividend guidance of JPY 40 per share for period ending February 2023.Reported Earnings • Dec 27Third quarter 2023 earnings released: EPS: JP¥22.43 (vs JP¥24.60 in 3Q 2022)Third quarter 2023 results: EPS: JP¥22.43 (down from JP¥24.60 in 3Q 2022). Revenue: JP¥12.4b (up 11% from 3Q 2022). Net income: JP¥716.0m (down 8.8% from 3Q 2022). Profit margin: 5.8% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year.Price Target Changed • Nov 16Price target decreased to JP¥3,900Down from JP¥4,300, the current price target is provided by 1 analyst. New target price is 15% below last closing price of JP¥4,600. Stock is down 0.9% over the past year. The company is forecast to post earnings per share of JP¥64.20 for next year compared to JP¥91.53 last year.공시 • Oct 31Ichibanya Co., Ltd. to Report Q3, 2023 Results on Dec 26, 2022Ichibanya Co., Ltd. announced that they will report Q3, 2023 results on Dec 26, 2022Price Target Changed • Oct 12Price target decreased to JP¥3,900Down from JP¥4,300, the current price target is provided by 1 analyst. New target price is 11% below last closing price of JP¥4,380. Stock is down 3.2% over the past year. The company is forecast to post earnings per share of JP¥64.20 for next year compared to JP¥91.53 last year.공시 • Oct 06Ichibanya Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023Ichibanya Co., Ltd. revised consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expects net sales to be JPY 47,200 million against previous forecast of JPY 51,800 million. Operating profit to be JPY 3,050 million against previous forecast of JPY 4,730 million. Profit attributable to owners of parent to be JPY 2,190 million against previous forecast of JPY 3,350 million. Profit per share to be JPY 68.62 against previous forecast of JPY 104.97.Reported Earnings • Oct 06Second quarter 2023 earnings released: EPS: JP¥18.39 (vs JP¥8.21 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.39 (up from JP¥8.21 in 2Q 2022). Revenue: JP¥11.6b (up 6.4% from 2Q 2022). Net income: JP¥587.0m (up 124% from 2Q 2022). Profit margin: 5.1% (up from 2.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 6% per year.Upcoming Dividend • Aug 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 21 November 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).공시 • Jul 31Ichibanya Co., Ltd. to Report Q2, 2023 Results on Oct 05, 2022Ichibanya Co., Ltd. announced that they will report Q2, 2023 results on Oct 05, 2022공시 • Jun 28+ 1 more updateIchibanya Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending August 2022 and Fiscal Year Ending February 28, 2023Ichibanya Co., Ltd. provided consolidated earnings guidance for the six months ending August 2022 and Fiscal year ending February 28, 2023. For the period, the company expects net sales to be JPY 24,700 million. Operating profit to be JPY 1,890 million. Profit attributable to owners of parent to be JPY 1,380 million. Basic earnings per share to be JPY 43.24. For the year end, the company expects net sales of JPY 51,800 million, Operating profit of JPY 4,730 million and profit attributable to owners of parent of JPY 3,350 million or JPY 104.97 per basic share.Reported Earnings • Jun 02Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥91.53 (up from JP¥54.38 in FY 2021). Revenue: JP¥45.0b (up 1.8% from FY 2021). Net income: JP¥2.92b (up 68% from FY 2021). Profit margin: 6.5% (up from 3.9% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.2%. Over the next year, revenue is forecast to grow 15%, compared to a 49% growth forecast for the restaurants industry in Japan. 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 2% per year, which means it is well ahead of earnings.공시 • May 05Ichibanya Co., Ltd. to Report Q1, 2023 Results on Jun 27, 2022Ichibanya Co., Ltd. announced that they will report Q1, 2023 results on Jun 27, 2022Reported Earnings • Apr 08Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥91.53 (up from JP¥54.38 in FY 2021). Revenue: JP¥45.0b (up 1.8% from FY 2021). Net income: JP¥2.92b (up 68% from FY 2021). Profit margin: 6.5% (up from 3.9% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.2%. Over the next year, revenue is forecast to grow 9.8%, compared to a 68% growth forecast for the restaurants industry in Japan. 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 1% per year, which means it is well ahead of earnings.공시 • Apr 07+ 2 more updatesIchibanya Co., Ltd. Provides Earnings Guidance for the Six Months Ending August 2022 and Year Ending February 28, 2023Ichibanya Co., Ltd. provided earnings guidance for the six months ending August 2022. For the period, the company expects net sales to be ¥24,700 million. Operating profit to be ¥1,890 million. Profit attributable to owners of parent to be ¥1,380 million. Basic earnings per share to be ¥43.24. The company provided consolidated earnings guidance for the Fiscal year ending February 28, 2023. For the year, the company expects net sales of ¥51,800 million, Operating profit of ¥4,730 million and profit attributable to owners of parent of ¥3,350 million or ¥104.97 per basic share.Upcoming Dividend • Feb 18Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 10 May 2022. Payout ratio and cash payout ratio are on the higher end at 99% and 87% respectively. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).공시 • Feb 02Ichibanya Co., Ltd. to Report Fiscal Year 2022 Results on Apr 06, 2022Ichibanya Co., Ltd. announced that they will report fiscal year 2022 results on Apr 06, 2022Reported Earnings • Dec 27Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥24.60 (up from JP¥24.37 in 3Q 2021). Revenue: JP¥11.2b (down 2.9% from 3Q 2021). Net income: JP¥785.0m (flat on 3Q 2021). Profit margin: 7.0% (up from 6.8% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 9.0%, compared to a 56% growth forecast for the industry in Japan. 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 3% per year, which means it is well ahead of earnings.공시 • Dec 25Ichibanya Co., Ltd. Provides Earnings Guidance for the Period Ending February 2022Ichibanya Co., Ltd. provided earnings guidance for the period ending February 2022. The company expects net sales to be JPY 45,400 million, Operating profit to be JPY 2,790 million, profit attributable to owners of parent to be JPY 2,810 million and basic earnings per share to be JPY 88.05.Reported Earnings • Oct 07Second quarter 2022 earnings released: EPS JP¥8.21 (vs JP¥13.31 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥10.9b (down 2.2% from 2Q 2021). Net income: JP¥262.0m (down 38% from 2Q 2021). Profit margin: 2.4% (down from 3.8% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Aug 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 20 November 2021. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (0.5%).Reported Earnings • Jun 27First quarter 2022 earnings released: EPS JP¥39.41 (vs JP¥7.93 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥11.1b (up 7.1% from 1Q 2021). Net income: JP¥1.26b (up 397% from 1Q 2021). Profit margin: 11% (up from 2.4% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공시 • Jun 26Ichibanya Co., Ltd. Provides Consolidated Financial Guidance for the Six Months Ending August 2021 and for the Year Ending February 2022Ichibanya Co., Ltd. provided consolidated financial guidance for the six months ending August 2021 and for the year ending February 2022. For the six months, the company expects, Net sales of JPY 23,500 million operating profit of JPY 1,760 million and profit attributable to owners of parent of JPY 1,960 million, basic earnings per share JPY 61.39. For the year, the company expects, Net sales of JPY 48,900 million operating profit of JPY 3,970 million and profit attributable to owners of parent of JPY 3,500 million, basic earnings per share JPY 109.63.Reported Earnings • Jun 02Full year 2021 earnings released: EPS JP¥54.38 (vs JP¥102 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥44.2b (down 14% from FY 2020). Net income: JP¥1.74b (down 47% from FY 2020). Profit margin: 3.9% (down from 6.3% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.공시 • Apr 20Ichibanya Co., Ltd. (TSE:7630) announces an Equity Buyback for 20,000 shares, representing 0.06% for ¥137 million.Ichibanya Co., Ltd. (TSE:7630) announces a share repurchase program. Under the program, the company will repurchase up to 20,000 shares, representing 0.06% of its issued share capital (excluding treasury stock), for a total purchase price of ¥137 million. The purpose of the program is to allocate it to the specified transfer restricted shares to be delivered to the directors of the Company. The program will be valid till June 24, 2021. As of February 28, 2021, the company has 31,925,275 issued shares (excluding treasury stock) and 725 treasury shares.Reported Earnings • Apr 07Full year 2021 earnings released: EPS JP¥54.38 (vs JP¥102 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥44.2b (down 14% from FY 2020). Net income: JP¥1.74b (down 47% from FY 2020). Profit margin: 3.9% (down from 6.3% in FY 2020). The decrease in margin was driven by lower 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 3% per year, which means it is well ahead of earnings.공시 • Apr 06Ichibanya Co., Ltd. Provides Consolidated Financial Guidance for the Six Months Ending Aug. 2021 and for the Year Ending Feb. 2022Ichibanya Co., Ltd. provided consolidated financial guidance for the six months ending Aug. 2021 and for the year ending Feb. 2022. For the six months, the company expects, operating profit of JPY 1,760 million and profit attributable to owners of parent of JPY 1,960 million or JPY 109.63 basic earnings per share on net sales of JPY 23,500 million. For the year, the company expects, operating profit of JPY 3,970 million and profit attributable to owners of parent of JPY 3,500 million or JPY 61.39 basic earnings per share on net sales of JPY 48,900 million.Is New 90 Day High Low • Feb 19New 90-day low: JP¥4,975The company is down 6.0% from its price of JP¥5,320 on 20 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 8.0% over the same period.Upcoming Dividend • Feb 18Upcoming Dividend of JP¥40.00 Per ShareWill be paid on the 11th of May to those who are registered shareholders by the 25th of February. The trailing yield of 1.6% is below the top quartile of Japanese dividend payers (2.8%), but it is higher than industry peers (0.5%).공시 • Feb 02Ichibanya Co., Ltd. to Report Fiscal Year 2021 Results on Apr 05, 2021Ichibanya Co., Ltd. announced that they will report fiscal year 2021 results on Apr 05, 2021Analyst Estimate Surprise Post Earnings • Jan 19Revenue beats expectationsRevenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 9.6%, compared to a 12% growth forecast for the Hospitality industry in Japan.Analyst Estimate Surprise Post Earnings • Jan 16Revenue beats expectationsRevenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 9.6%, compared to a 12% growth forecast for the Hospitality industry in Japan.Is New 90 Day High Low • Jan 12New 90-day low: JP¥5,040The company is down 7.0% from its price of JP¥5,410 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 2.0% over the same period.공시 • Dec 30Ichibanya Co., Ltd. (TSE:7630) acquired Daikoku Shoji Co., Ltd. from Kenji Oda and three others.Ichibanya Co., Ltd. (TSE:7630) agreed to acquire Daikoku Shoji Co., Ltd. from Kenji Oda and three others on December 28, 2020. Ichibanya will make Daikoku Shoji a consolidated subsidiary. The share transfer date is December 29, 2020. The impact on the Company's consolidated financial results for the current fiscal year will be minor. Ichibanya Co., Ltd. (TSE:7630) completed the acquisition of Daikoku Shoji Co., Ltd. from Kenji Oda and three others on December 29, 2020.Analyst Estimate Surprise Post Earnings • Dec 26Revenue beats expectationsRevenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 9.6%, compared to a 11% growth forecast for the Hospitality industry in Japan.Reported Earnings • Dec 26Third quarter 2021 earnings released: EPS JP¥24.37The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥11.5b (down 9.1% from 3Q 2020). Net income: JP¥778.0m (down 11% from 3Q 2020). Profit margin: 6.8% (down from 6.9% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.이익 및 매출 성장 예측TSE:7630 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수2/28/202980,2003,600N/A5,66012/29/202877,0003,300N/A5,37012/28/202772,6003,100N/A5,35312/28/202665,5182,5621,9505,594N/A11/30/202564,4922,826N/AN/AN/A8/31/202563,4253,0012,6366,072N/A5/31/202562,5033,245N/AN/AN/A2/28/202561,0063,1712,1985,318N/A11/30/202458,9512,852N/AN/AN/A8/31/202457,9142,8212,7415,146N/A5/31/202456,4962,652N/AN/AN/A2/29/202455,1372,6853,8816,086N/A11/30/202354,1743,239N/AN/AN/A8/31/202352,2342,9353,5555,624N/A5/31/202349,8932,985N/AN/AN/A2/28/202348,2862,5382,5623,958N/A11/30/202247,1982,353N/AN/AN/A8/31/202245,9422,4222,6023,853N/A5/31/202245,2482,097N/AN/AN/A2/28/202245,0222,9213,8705,238N/A11/30/202144,4012,585N/AN/AN/A8/31/202144,7402,5782,9324,613N/A5/31/202144,9802,741N/AN/AN/A2/28/202144,2461,736-937889N/A11/30/202046,1271,932N/AN/AN/A8/31/202047,2762,0261692,024N/A5/31/202049,0662,443N/AN/AN/A2/29/202051,4953,2574,4806,013N/A11/30/201951,1193,243N/AN/AN/A8/31/201951,0933,108N/A4,776N/A5/31/201950,6973,019N/AN/AN/A2/28/201950,2142,789N/A3,825N/A11/30/201850,0522,991N/AN/AN/A8/31/201849,5653,108N/A4,309N/A5/31/201849,3632,962N/AN/AN/A2/28/201849,4723,189N/A5,092N/A2/28/201744,8933,171N/A3,860N/A11/30/201644,9263,523N/A4,280N/A8/31/201644,8843,476N/AN/AN/A5/31/201644,9093,431N/A4,431N/A2/29/201644,8163,099N/AN/AN/A11/30/201544,4332,878N/A4,416N/A8/31/201544,1812,871N/AN/AN/A5/31/201544,0142,726N/A4,333N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 7630 의 연간 예상 수익 증가율(10.5%)이 saving rate(0.8%)보다 높습니다.수익 vs 시장: 7630 의 연간 수익(10.5%)이 JP 시장(8.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: 7630 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 7630 의 수익(연간 6.6%)이 JP 시장(연간 5.5%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: 7630 의 수익(연간 6.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 7630의 자본 수익률이 3년 후 높을 것으로 예상되는지 판단하기에 데이터가 부족합니다.성장 기업 찾아보기7D1Y7D1Y7D1YConsumer-services 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/27 11:59종가2026/05/27 00:00수익2026/02/28연간 수익2026/02/28데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Ichibanya Co., Ltd.는 1명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Seiichiro SamejimaIchiyoshi Research Institute Inc.
공시 • Oct 07+ 1 more updateIchibanya Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025Ichibanya Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2025. For the period, the company expects net sales of JPY 61,500 million, operating profit of JPY 5,200 million, profit attributable to owners of parent of JPY 3,100 million and basic earnings per share of JPY 19.43.
Price Target Changed • Apr 14Price target decreased by 15% to JP¥1,000Down from JP¥1,180, the current price target is provided by 1 analyst. New target price is 11% below last closing price of JP¥1,128. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of JP¥20.70 for next year compared to JP¥84.15 last year.
공시 • Jun 27+ 1 more updateIchibanya Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2023 and Fiscal Year Ending February 29, 2024Ichibanya Co., Ltd. provided consolidated earnings guidance for the six months ending August 31, 2023 and Fiscal year ending February 29, 2024. For the period, the company expects net sales to be JPY 25,500 million. Operating profit to be JPY 1,810 million. Profit attributable to owners of parent to be JPY 1,140 million. Basic earnings per share to be JPY 35.72. For the year end, the company expects net sales of JPY 53,000 million, Operating profit of JPY 4,300 million and profit attributable to owners of parent of JPY 2,880 million or JPY 90.23 per basic share.
Price Target Changed • Apr 13Price target increased by 40% to JP¥5,600Up from JP¥4,000, the current price target is provided by 1 analyst. New target price is 6.5% above last closing price of JP¥5,260. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥89.30 for next year compared to JP¥79.52 last year.
Price Target Changed • Nov 16Price target decreased to JP¥3,900Down from JP¥4,300, the current price target is provided by 1 analyst. New target price is 15% below last closing price of JP¥4,600. Stock is down 0.9% over the past year. The company is forecast to post earnings per share of JP¥64.20 for next year compared to JP¥91.53 last year.
Price Target Changed • Oct 12Price target decreased to JP¥3,900Down from JP¥4,300, the current price target is provided by 1 analyst. New target price is 11% below last closing price of JP¥4,380. Stock is down 3.2% over the past year. The company is forecast to post earnings per share of JP¥64.20 for next year compared to JP¥91.53 last year.
분석 기사 • Apr 14There May Be Reason For Hope In Ichibanya's (TSE:7630) Disappointing EarningsShareholders appeared unconcerned with Ichibanya Co., Ltd.'s ( TSE:7630 ) lackluster earnings report last week. We did...
Reported Earnings • Apr 07Full year 2026 earnings: EPS and revenues miss analyst expectationsFull year 2026 results: EPS: JP¥16.05 (down from JP¥19.88 in FY 2025). Revenue: JP¥65.5b (up 7.4% from FY 2025). Net income: JP¥2.56b (down 19% from FY 2025). Profit margin: 3.9% (down from 5.2% in FY 2025). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 22%. Revenue is forecast to grow 8.0% p.a. on average during the next 2 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
공시 • Apr 06Ichibanya Co., Ltd., Annual General Meeting, May 29, 2026Ichibanya Co., Ltd., Annual General Meeting, May 29, 2026.
공시 • Apr 02Ichibanya Co., Ltd. to Report Fiscal Year 2026 Results on Apr 06, 2026Ichibanya Co., Ltd. announced that they will report fiscal year 2026 results on Apr 06, 2026
Upcoming Dividend • Feb 19Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 26 February 2026. Payment date: 18 May 2026. Payout ratio and cash payout ratio are on the higher end at 90% and 97% respectively. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.9%).
Reported Earnings • Dec 27Third quarter 2026 earnings released: EPS: JP¥5.49 (vs JP¥6.59 in 3Q 2025)Third quarter 2026 results: EPS: JP¥5.49 (down from JP¥6.59 in 3Q 2025). Revenue: JP¥16.5b (up 6.9% from 3Q 2025). Net income: JP¥876.0m (down 17% from 3Q 2025). Profit margin: 5.3% (down from 6.8% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has remained flat.
분석 기사 • Nov 16Ichibanya's (TSE:7630) Dividend Will Be ¥8.00The board of Ichibanya Co., Ltd. ( TSE:7630 ) has announced that it will pay a dividend on the 18th of May, with...
Declared Dividend • Nov 15First half dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 26th February 2026 Payment date: 18th May 2026 Dividend yield will be 1.7%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (85% earnings payout ratio) but not adequately covered by cash flows (97% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 45% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
New Risk • Oct 24New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 97% Dividend yield: 1.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
분석 기사 • Oct 13We Like The Quality Of Ichibanya's (TSE:7630) EarningsThe market seemed underwhelmed by last week's earnings announcement from Ichibanya Co., Ltd. ( TSE:7630 ) despite the...
Reported Earnings • Oct 07Second quarter 2026 earnings released: EPS: JP¥2.90 (vs JP¥4.43 in 2Q 2025)Second quarter 2026 results: EPS: JP¥2.90 (down from JP¥4.43 in 2Q 2025). Revenue: JP¥16.3b (up 6.0% from 2Q 2025). Net income: JP¥462.0m (down 35% from 2Q 2025). Profit margin: 2.8% (down from 4.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Aug 21Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 28 August 2025. Payment date: 17 November 2025. Payout ratio is on the higher end at 79%, and the cash payout ratio is above 100%. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.7%).
분석 기사 • Jul 17Ichibanya (TSE:7630) Will Pay A Dividend Of ¥8.00The board of Ichibanya Co., Ltd. ( TSE:7630 ) has announced that it will pay a dividend on the 17th of November, with...
분석 기사 • Jun 18Ichibanya (TSE:7630) Has Announced A Dividend Of ¥8.00Ichibanya Co., Ltd. ( TSE:7630 ) will pay a dividend of ¥8.00 on the 17th of November. This means the annual payment is...
Declared Dividend • Jun 18Final dividend of JP¥8.00 announcedDividend of JP¥8.00 is the same as last year. Ex-date: 28th August 2025 Payment date: 17th November 2025 Dividend yield will be 1.8%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by earnings (81% earnings payout ratio) but not covered by cash flows (116% cash payout ratio). The dividend has increased by an average of 7.9% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 04Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥19.88 (up from JP¥16.83 in FY 2024). Revenue: JP¥61.0b (up 11% from FY 2024). Net income: JP¥3.17b (up 18% from FY 2024). Profit margin: 5.2% (up from 4.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Reported Earnings • Apr 05Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥19.88 (up from JP¥16.83 in FY 2024). Revenue: JP¥61.0b (up 11% from FY 2024). Net income: JP¥3.17b (up 18% from FY 2024). Profit margin: 5.2% (up from 4.9% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.0%. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공시 • Apr 04+ 2 more updatesIchibanya Co., Ltd., Annual General Meeting, May 30, 2025Ichibanya Co., Ltd., Annual General Meeting, May 30, 2025.
공시 • Feb 28+ 2 more updatesIchibanya Co., Ltd. to Report Q1, 2026 Results on Jun 23, 2025Ichibanya Co., Ltd. announced that they will report Q1, 2026 results on Jun 23, 2025
공시 • Feb 27Ichibanya Co., Ltd. to Report Fiscal Year 2025 Results on Apr 04, 2025Ichibanya Co., Ltd. announced that they will report fiscal year 2025 results on Apr 04, 2025
Upcoming Dividend • Feb 20Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 27 February 2025. Payment date: 15 May 2025. Payout ratio and cash payout ratio are on the higher end at 90% and 93% respectively. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%).
Reported Earnings • Dec 26Third quarter 2025 earnings released: EPS: JP¥6.59 (vs JP¥6.39 in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.59 (up from JP¥6.39 in 3Q 2024). Revenue: JP¥15.4b (up 7.2% from 3Q 2024). Net income: JP¥1.05b (up 3.0% from 3Q 2024). Profit margin: 6.8% (down from 7.1% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 3% per year.
Declared Dividend • Nov 16First half dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 27th February 2025 Payment date: 15th May 2025 Dividend yield will be 1.6%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is not covered by earnings (136% earnings payout ratio) nor is it adequately covered by cash flows (93% cash payout ratio). The dividend has increased by an average of 8.6% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 51% to bring the payout ratio under control. EPS is expected to grow by 36% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
공시 • Oct 31Ichibanya Co., Ltd. to Report Q3, 2025 Results on Dec 23, 2024Ichibanya Co., Ltd. announced that they will report Q3, 2025 results on Dec 23, 2024
Reported Earnings • Oct 09Second quarter 2025 earnings released: EPS: JP¥4.43 (vs JP¥3.37 in 2Q 2024)Second quarter 2025 results: EPS: JP¥4.43 (up from JP¥3.37 in 2Q 2024). Revenue: JP¥15.3b (up 10% from 2Q 2024). Net income: JP¥706.0m (up 32% from 2Q 2024). Profit margin: 4.6% (up from 3.9% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 4% per year.
공시 • Oct 07+ 1 more updateIchibanya Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2025Ichibanya Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2025. For the period, the company expects net sales of JPY 61,500 million, operating profit of JPY 5,200 million, profit attributable to owners of parent of JPY 3,100 million and basic earnings per share of JPY 19.43.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 18 November 2024. Payout ratio is on the higher end at 96%, however this is supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.8%).
공시 • Aug 03Ichibanya Co., Ltd. to Report Q2, 2025 Results on Oct 07, 2024Ichibanya Co., Ltd. announced that they will report Q2, 2025 results on Oct 07, 2024
분석 기사 • Jul 24Returns On Capital At Ichibanya (TSE:7630) Have StalledWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Reported Earnings • Jun 25First quarter 2025 earnings released: EPS: JP¥5.32 (vs JP¥5.52 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.32 (down from JP¥5.52 in 1Q 2024). Revenue: JP¥14.3b (up 11% from 1Q 2024). Net income: JP¥848.0m (down 3.7% from 1Q 2024). Profit margin: 5.9% (down from 6.8% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 3% per year.
Declared Dividend • Jun 06Final dividend of JP¥8.00 announcedShareholders will receive a dividend of JP¥8.00. Ex-date: 29th August 2024 Payment date: 18th November 2024 Dividend yield will be 4.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (79% earnings payout ratio) and cash flows (66% cash payout ratio). The dividend has increased by an average of 9.4% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to decline by 86% over the next 3 years. Since a fall of 12% would increase the payout ratio to a potentially unsustainable range, the dividend may be at risk.
공시 • May 11Ichibanya Co., Ltd. to Report Q1, 2025 Results on Jun 24, 2024Ichibanya Co., Ltd. announced that they will report Q1, 2025 results on Jun 24, 2024
Price Target Changed • Apr 14Price target decreased by 15% to JP¥1,000Down from JP¥1,180, the current price target is provided by 1 analyst. New target price is 11% below last closing price of JP¥1,128. Stock is up 6.4% over the past year. The company is forecast to post earnings per share of JP¥20.70 for next year compared to JP¥84.15 last year.
분석 기사 • Apr 11Ichibanya's (TSE:7630) Earnings Offer More Than Meets The EyeThe market seemed underwhelmed by last week's earnings announcement from Ichibanya Co., Ltd. ( TSE:7630 ) despite the...
Reported Earnings • Apr 06Full year 2024 earnings: EPS misses analyst expectationsFull year 2024 results: EPS: JP¥84.15 (up from JP¥15.90 in FY 2023). Revenue: JP¥55.1b (up 14% from FY 2023). Net income: JP¥2.69b (up 5.8% from FY 2023). Profit margin: 4.9% (down from 5.3% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 13%. Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 7.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
공시 • Apr 04Ichibanya Co., Ltd., Annual General Meeting, May 29, 2024Ichibanya Co., Ltd., Annual General Meeting, May 29, 2024.
분석 기사 • Feb 26Ichibanya (TSE:7630) Has Announced A Dividend Of ¥40.00Ichibanya Co., Ltd. ( TSE:7630 ) will pay a dividend of ¥40.00 on the 16th of May. Based on this payment, the dividend...
공시 • Feb 21Ichibanya Co., Ltd. to Report Fiscal Year 2024 Results on Apr 04, 2024Ichibanya Co., Ltd. announced that they will report fiscal year 2024 results on Apr 04, 2024
Upcoming Dividend • Feb 21Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 28 February 2024. Payment date: 16 May 2024. Payout ratio is on the higher end at 79%, however this is supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (0.6%).
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 17%After last week's 17% share price gain to JP¥6,120, the stock trades at a forward P/E ratio of 57x. Average forward P/E is 26x in the Hospitality industry in Japan. Total returns to shareholders of 27% over the past three years.
공시 • Dec 26+ 1 more updateIchibanya Co., Ltd Provides Dividend Guidance for the Full Year Ending February 29, 2024Ichibanya Co., Ltd. expected year-end February 29, 2024 dividend of JPY 40 per share compared to JPY 40 per share paid a year ago.
Reported Earnings • Dec 26Third quarter 2024 earnings released: EPS: JP¥31.97 (vs JP¥22.43 in 3Q 2023)Third quarter 2024 results: EPS: JP¥31.97 (up from JP¥22.43 in 3Q 2023). Revenue: JP¥14.4b (up 16% from 3Q 2023). Net income: JP¥1.02b (up 43% from 3Q 2023). Profit margin: 7.1% (up from 5.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 7.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Reported Earnings • Oct 07Second quarter 2024 earnings released: EPS: JP¥16.83 (vs JP¥18.39 in 2Q 2023)Second quarter 2024 results: EPS: JP¥16.83 (down from JP¥18.39 in 2Q 2023). Revenue: JP¥13.9b (up 20% from 2Q 2023). Net income: JP¥537.0m (down 8.5% from 2Q 2023). Profit margin: 3.9% (down from 5.1% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
공시 • Oct 07+ 2 more updatesIchibanya Co., Ltd. Declares Dividend for the Second Quarter of Fiscal Year 2024, Payable on November 17, 2023; Provides Dividend Guidance for the Full Year Ending February 2024Ichibanya Co., Ltd. declared dividend for the second quarter of fiscal year 2024. For the second quarter, Company announced dividend of JPY 40 per share compared to JPY 40 per share paid a year ago. Dividend payable date (as planned) November 17, 2023.The company expects year-end February 2024 dividend of JPY 40 per share compared to JPY 40 per share paid a year ago.
공시 • Jun 27+ 1 more updateIchibanya Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending August 31, 2023 and Fiscal Year Ending February 29, 2024Ichibanya Co., Ltd. provided consolidated earnings guidance for the six months ending August 31, 2023 and Fiscal year ending February 29, 2024. For the period, the company expects net sales to be JPY 25,500 million. Operating profit to be JPY 1,810 million. Profit attributable to owners of parent to be JPY 1,140 million. Basic earnings per share to be JPY 35.72. For the year end, the company expects net sales of JPY 53,000 million, Operating profit of JPY 4,300 million and profit attributable to owners of parent of JPY 2,880 million or JPY 90.23 per basic share.
Reported Earnings • Jun 02Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥79.52 (down from JP¥91.53 in FY 2022). Revenue: JP¥48.3b (up 7.2% from FY 2022). Net income: JP¥2.54b (down 13% from FY 2022). Profit margin: 5.3% (down from 6.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has remained flat and the company’s share price has also remained flat.
공시 • May 26+ 1 more updateIchibanya Co., Ltd. to Report Q3, 2024 Results on Dec 25, 2023Ichibanya Co., Ltd. announced that they will report Q3, 2024 results on Dec 25, 2023
Price Target Changed • Apr 13Price target increased by 40% to JP¥5,600Up from JP¥4,000, the current price target is provided by 1 analyst. New target price is 6.5% above last closing price of JP¥5,260. Stock is up 13% over the past year. The company is forecast to post earnings per share of JP¥89.30 for next year compared to JP¥79.52 last year.
Reported Earnings • Apr 08Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥79.52 (down from JP¥91.53 in FY 2022). Revenue: JP¥48.3b (up 7.2% from FY 2022). Net income: JP¥2.54b (down 13% from FY 2022). Profit margin: 5.3% (down from 6.5% in FY 2022). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 13%. Revenue is forecast to grow 5.1% p.a. on average during the next 2 years, compared to a 10% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
공시 • Jan 31Ichibanya Co., Ltd. to Report Fiscal Year 2023 Results on Apr 05, 2023Ichibanya Co., Ltd. announced that they will report fiscal year 2023 results on Apr 05, 2023
공시 • Dec 27+ 1 more updateIchibanya Co., Ltd. Provides Year-End Dividend Guidance for Period Ending February 2023Ichibanya Co., Ltd. provided year-end dividend guidance of JPY 40 per share for period ending February 2023.
Reported Earnings • Dec 27Third quarter 2023 earnings released: EPS: JP¥22.43 (vs JP¥24.60 in 3Q 2022)Third quarter 2023 results: EPS: JP¥22.43 (down from JP¥24.60 in 3Q 2022). Revenue: JP¥12.4b (up 11% from 3Q 2022). Net income: JP¥716.0m (down 8.8% from 3Q 2022). Profit margin: 5.8% (down from 7.0% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year.
Price Target Changed • Nov 16Price target decreased to JP¥3,900Down from JP¥4,300, the current price target is provided by 1 analyst. New target price is 15% below last closing price of JP¥4,600. Stock is down 0.9% over the past year. The company is forecast to post earnings per share of JP¥64.20 for next year compared to JP¥91.53 last year.
공시 • Oct 31Ichibanya Co., Ltd. to Report Q3, 2023 Results on Dec 26, 2022Ichibanya Co., Ltd. announced that they will report Q3, 2023 results on Dec 26, 2022
Price Target Changed • Oct 12Price target decreased to JP¥3,900Down from JP¥4,300, the current price target is provided by 1 analyst. New target price is 11% below last closing price of JP¥4,380. Stock is down 3.2% over the past year. The company is forecast to post earnings per share of JP¥64.20 for next year compared to JP¥91.53 last year.
공시 • Oct 06Ichibanya Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023Ichibanya Co., Ltd. revised consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expects net sales to be JPY 47,200 million against previous forecast of JPY 51,800 million. Operating profit to be JPY 3,050 million against previous forecast of JPY 4,730 million. Profit attributable to owners of parent to be JPY 2,190 million against previous forecast of JPY 3,350 million. Profit per share to be JPY 68.62 against previous forecast of JPY 104.97.
Reported Earnings • Oct 06Second quarter 2023 earnings released: EPS: JP¥18.39 (vs JP¥8.21 in 2Q 2022)Second quarter 2023 results: EPS: JP¥18.39 (up from JP¥8.21 in 2Q 2022). Revenue: JP¥11.6b (up 6.4% from 2Q 2022). Net income: JP¥587.0m (up 124% from 2Q 2022). Profit margin: 5.1% (up from 2.4% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 8% per year whereas the company’s share price has fallen by 6% per year.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 August 2022. Payment date: 21 November 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%).
공시 • Jul 31Ichibanya Co., Ltd. to Report Q2, 2023 Results on Oct 05, 2022Ichibanya Co., Ltd. announced that they will report Q2, 2023 results on Oct 05, 2022
공시 • Jun 28+ 1 more updateIchibanya Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending August 2022 and Fiscal Year Ending February 28, 2023Ichibanya Co., Ltd. provided consolidated earnings guidance for the six months ending August 2022 and Fiscal year ending February 28, 2023. For the period, the company expects net sales to be JPY 24,700 million. Operating profit to be JPY 1,890 million. Profit attributable to owners of parent to be JPY 1,380 million. Basic earnings per share to be JPY 43.24. For the year end, the company expects net sales of JPY 51,800 million, Operating profit of JPY 4,730 million and profit attributable to owners of parent of JPY 3,350 million or JPY 104.97 per basic share.
Reported Earnings • Jun 02Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥91.53 (up from JP¥54.38 in FY 2021). Revenue: JP¥45.0b (up 1.8% from FY 2021). Net income: JP¥2.92b (up 68% from FY 2021). Profit margin: 6.5% (up from 3.9% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.2%. Over the next year, revenue is forecast to grow 15%, compared to a 49% growth forecast for the restaurants industry in Japan. 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 2% per year, which means it is well ahead of earnings.
공시 • May 05Ichibanya Co., Ltd. to Report Q1, 2023 Results on Jun 27, 2022Ichibanya Co., Ltd. announced that they will report Q1, 2023 results on Jun 27, 2022
Reported Earnings • Apr 08Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: JP¥91.53 (up from JP¥54.38 in FY 2021). Revenue: JP¥45.0b (up 1.8% from FY 2021). Net income: JP¥2.92b (up 68% from FY 2021). Profit margin: 6.5% (up from 3.9% in FY 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 8.2%. Over the next year, revenue is forecast to grow 9.8%, compared to a 68% growth forecast for the restaurants industry in Japan. 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 1% per year, which means it is well ahead of earnings.
공시 • Apr 07+ 2 more updatesIchibanya Co., Ltd. Provides Earnings Guidance for the Six Months Ending August 2022 and Year Ending February 28, 2023Ichibanya Co., Ltd. provided earnings guidance for the six months ending August 2022. For the period, the company expects net sales to be ¥24,700 million. Operating profit to be ¥1,890 million. Profit attributable to owners of parent to be ¥1,380 million. Basic earnings per share to be ¥43.24. The company provided consolidated earnings guidance for the Fiscal year ending February 28, 2023. For the year, the company expects net sales of ¥51,800 million, Operating profit of ¥4,730 million and profit attributable to owners of parent of ¥3,350 million or ¥104.97 per basic share.
Upcoming Dividend • Feb 18Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 25 February 2022. Payment date: 10 May 2022. Payout ratio and cash payout ratio are on the higher end at 99% and 87% respectively. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.4%).
공시 • Feb 02Ichibanya Co., Ltd. to Report Fiscal Year 2022 Results on Apr 06, 2022Ichibanya Co., Ltd. announced that they will report fiscal year 2022 results on Apr 06, 2022
Reported Earnings • Dec 27Third quarter 2022 earnings: EPS and revenues miss analyst expectationsThird quarter 2022 results: EPS: JP¥24.60 (up from JP¥24.37 in 3Q 2021). Revenue: JP¥11.2b (down 2.9% from 3Q 2021). Net income: JP¥785.0m (flat on 3Q 2021). Profit margin: 7.0% (up from 6.8% in 3Q 2021). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 12%. Earnings per share (EPS) also missed analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 9.0%, compared to a 56% growth forecast for the industry in Japan. 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 3% per year, which means it is well ahead of earnings.
공시 • Dec 25Ichibanya Co., Ltd. Provides Earnings Guidance for the Period Ending February 2022Ichibanya Co., Ltd. provided earnings guidance for the period ending February 2022. The company expects net sales to be JPY 45,400 million, Operating profit to be JPY 2,790 million, profit attributable to owners of parent to be JPY 2,810 million and basic earnings per share to be JPY 88.05.
Reported Earnings • Oct 07Second quarter 2022 earnings released: EPS JP¥8.21 (vs JP¥13.31 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥10.9b (down 2.2% from 2Q 2021). Net income: JP¥262.0m (down 38% from 2Q 2021). Profit margin: 2.4% (down from 3.8% in 2Q 2021). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Aug 23Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 30 August 2021. Payment date: 20 November 2021. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (0.5%).
Reported Earnings • Jun 27First quarter 2022 earnings released: EPS JP¥39.41 (vs JP¥7.93 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥11.1b (up 7.1% from 1Q 2021). Net income: JP¥1.26b (up 397% from 1Q 2021). Profit margin: 11% (up from 2.4% in 1Q 2021). The increase in margin was primarily driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공시 • Jun 26Ichibanya Co., Ltd. Provides Consolidated Financial Guidance for the Six Months Ending August 2021 and for the Year Ending February 2022Ichibanya Co., Ltd. provided consolidated financial guidance for the six months ending August 2021 and for the year ending February 2022. For the six months, the company expects, Net sales of JPY 23,500 million operating profit of JPY 1,760 million and profit attributable to owners of parent of JPY 1,960 million, basic earnings per share JPY 61.39. For the year, the company expects, Net sales of JPY 48,900 million operating profit of JPY 3,970 million and profit attributable to owners of parent of JPY 3,500 million, basic earnings per share JPY 109.63.
Reported Earnings • Jun 02Full year 2021 earnings released: EPS JP¥54.38 (vs JP¥102 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥44.2b (down 14% from FY 2020). Net income: JP¥1.74b (down 47% from FY 2020). Profit margin: 3.9% (down from 6.3% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
공시 • Apr 20Ichibanya Co., Ltd. (TSE:7630) announces an Equity Buyback for 20,000 shares, representing 0.06% for ¥137 million.Ichibanya Co., Ltd. (TSE:7630) announces a share repurchase program. Under the program, the company will repurchase up to 20,000 shares, representing 0.06% of its issued share capital (excluding treasury stock), for a total purchase price of ¥137 million. The purpose of the program is to allocate it to the specified transfer restricted shares to be delivered to the directors of the Company. The program will be valid till June 24, 2021. As of February 28, 2021, the company has 31,925,275 issued shares (excluding treasury stock) and 725 treasury shares.
Reported Earnings • Apr 07Full year 2021 earnings released: EPS JP¥54.38 (vs JP¥102 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥44.2b (down 14% from FY 2020). Net income: JP¥1.74b (down 47% from FY 2020). Profit margin: 3.9% (down from 6.3% in FY 2020). The decrease in margin was driven by lower 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 3% per year, which means it is well ahead of earnings.
공시 • Apr 06Ichibanya Co., Ltd. Provides Consolidated Financial Guidance for the Six Months Ending Aug. 2021 and for the Year Ending Feb. 2022Ichibanya Co., Ltd. provided consolidated financial guidance for the six months ending Aug. 2021 and for the year ending Feb. 2022. For the six months, the company expects, operating profit of JPY 1,760 million and profit attributable to owners of parent of JPY 1,960 million or JPY 109.63 basic earnings per share on net sales of JPY 23,500 million. For the year, the company expects, operating profit of JPY 3,970 million and profit attributable to owners of parent of JPY 3,500 million or JPY 61.39 basic earnings per share on net sales of JPY 48,900 million.
Is New 90 Day High Low • Feb 19New 90-day low: JP¥4,975The company is down 6.0% from its price of JP¥5,320 on 20 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 8.0% over the same period.
Upcoming Dividend • Feb 18Upcoming Dividend of JP¥40.00 Per ShareWill be paid on the 11th of May to those who are registered shareholders by the 25th of February. The trailing yield of 1.6% is below the top quartile of Japanese dividend payers (2.8%), but it is higher than industry peers (0.5%).
공시 • Feb 02Ichibanya Co., Ltd. to Report Fiscal Year 2021 Results on Apr 05, 2021Ichibanya Co., Ltd. announced that they will report fiscal year 2021 results on Apr 05, 2021
Analyst Estimate Surprise Post Earnings • Jan 19Revenue beats expectationsRevenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 9.6%, compared to a 12% growth forecast for the Hospitality industry in Japan.
Analyst Estimate Surprise Post Earnings • Jan 16Revenue beats expectationsRevenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 9.6%, compared to a 12% growth forecast for the Hospitality industry in Japan.
Is New 90 Day High Low • Jan 12New 90-day low: JP¥5,040The company is down 7.0% from its price of JP¥5,410 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Hospitality industry, which is up 2.0% over the same period.
공시 • Dec 30Ichibanya Co., Ltd. (TSE:7630) acquired Daikoku Shoji Co., Ltd. from Kenji Oda and three others.Ichibanya Co., Ltd. (TSE:7630) agreed to acquire Daikoku Shoji Co., Ltd. from Kenji Oda and three others on December 28, 2020. Ichibanya will make Daikoku Shoji a consolidated subsidiary. The share transfer date is December 29, 2020. The impact on the Company's consolidated financial results for the current fiscal year will be minor. Ichibanya Co., Ltd. (TSE:7630) completed the acquisition of Daikoku Shoji Co., Ltd. from Kenji Oda and three others on December 29, 2020.
Analyst Estimate Surprise Post Earnings • Dec 26Revenue beats expectationsRevenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 9.6%, compared to a 11% growth forecast for the Hospitality industry in Japan.
Reported Earnings • Dec 26Third quarter 2021 earnings released: EPS JP¥24.37The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥11.5b (down 9.1% from 3Q 2020). Net income: JP¥778.0m (down 11% from 3Q 2020). Profit margin: 6.8% (down from 6.9% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.