View Future GrowthOkaya 과거 순이익 실적과거 기준 점검 4/6Okaya은 연평균 13.6%의 비율로 수입이 증가해 온 반면, Metals and Mining 산업은 수입이 4.1% 증가했습니다. 매출은 연평균 7.2%의 비율로 증가했습니다. Okaya의 자기자본이익률은 6.3%이고 순이익률은 2.6%입니다.핵심 정보13.58%순이익 성장률13.59%주당순이익(EPS) 성장률Metals and Mining 산업 성장률18.55%매출 성장률7.21%자기자본이익률6.25%순이익률2.64%최근 순이익 업데이트28 Feb 2026최근 과거 실적 업데이트Reported Earnings • Dec 26Third quarter 2026 earnings released: EPS: JP¥390 (vs JP¥362 in 3Q 2025)Third quarter 2026 results: EPS: JP¥390 (up from JP¥362 in 3Q 2025). Revenue: JP¥292.7b (up 1.6% from 3Q 2025). Net income: JP¥7.51b (up 7.8% from 3Q 2025). Profit margin: 2.6% (up from 2.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Jun 04Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Apr 02Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 1.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Reported Earnings • Dec 28Third quarter 2025 earnings released: EPS: JP¥362 (vs JP¥345 in 3Q 2024)Third quarter 2025 results: EPS: JP¥362 (up from JP¥345 in 3Q 2024). Revenue: JP¥288.2b (up 4.7% from 3Q 2024). Net income: JP¥6.97b (up 4.9% from 3Q 2024). Profit margin: 2.4% (in line with 3Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: JP¥2,824,500,000 (vs JP¥317 in 2Q 2024)Second quarter 2025 results: EPS: JP¥2,824,500,000. Revenue: JP¥255.9b (down 7.6% from 2Q 2024). Net income: JP¥5.65b (down 7.3% from 2Q 2024). Profit margin: 2.2% (in line with 2Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Japan.Reported Earnings • Jun 28First quarter 2025 earnings released: EPS: JP¥701 (vs JP¥591 in 1Q 2024)First quarter 2025 results: EPS: JP¥701 (up from JP¥591 in 1Q 2024). Revenue: JP¥283.9b (up 6.1% from 1Q 2024). Net income: JP¥6.75b (up 19% from 1Q 2024). Profit margin: 2.4% (up from 2.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.모든 업데이트 보기Recent updatesPrice Target Changed • May 20Price target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,320. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.Price Target Changed • May 01Price target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,700. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.Declared Dividend • Feb 25Dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.6%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% 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 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Price Target Changed • Feb 05Price target increased by 28% to JP¥8,700Up from JP¥6,800, the current price target is provided by 1 analyst. New target price is 10% below last closing price of JP¥9,700. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥1,642 for next year compared to JP¥1,407 last year.Reported Earnings • Dec 26Third quarter 2026 earnings released: EPS: JP¥390 (vs JP¥362 in 3Q 2025)Third quarter 2026 results: EPS: JP¥390 (up from JP¥362 in 3Q 2025). Revenue: JP¥292.7b (up 1.6% from 3Q 2025). Net income: JP¥7.51b (up 7.8% from 3Q 2025). Profit margin: 2.6% (up from 2.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Dec 25First half dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% 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 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Jun 18Final dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 28th August 2025 Payment date: 31st October 2025 Dividend yield will be 2.2%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (10% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% 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 9.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 04Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • May 28Price target decreased by 11% to JP¥6,800Down from JP¥7,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥6,940. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥1,440 for next year compared to JP¥1,407 last year.Major Estimate Revision • May 01Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 2.8% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.4% to JP¥6,900 over the past week.Major Estimate Revision • Apr 25Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 3.2% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.1% to JP¥6,740 over the past week.Reported Earnings • Apr 02Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 1.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Mar 06Price target decreased by 13% to JP¥7,600Down from JP¥8,750, the current price target is provided by 1 analyst. New target price is 9.0% above last closing price of JP¥6,970. Stock is up 3.2% over the past year. The company is forecast to post earnings per share of JP¥1,195 for next year compared to JP¥1,230 last year.Reported Earnings • Dec 28Third quarter 2025 earnings released: EPS: JP¥362 (vs JP¥345 in 3Q 2024)Third quarter 2025 results: EPS: JP¥362 (up from JP¥345 in 3Q 2024). Revenue: JP¥288.2b (up 4.7% from 3Q 2024). Net income: JP¥6.97b (up 4.9% from 3Q 2024). Profit margin: 2.4% (in line with 3Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.Price Target Changed • Nov 19Price target decreased by 13% to JP¥7,600Down from JP¥8,750, the current price target is provided by 1 analyst. New target price is 8.9% above last closing price of JP¥6,980. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥1,195 for next year compared to JP¥1,230 last year.Declared Dividend • Nov 19First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 6.1% 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 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Nov 01First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 6.1% 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 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Oct 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to JP¥7,030. The fair value is estimated to be JP¥8,799, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: JP¥2,824,500,000 (vs JP¥317 in 2Q 2024)Second quarter 2025 results: EPS: JP¥2,824,500,000. Revenue: JP¥255.9b (down 7.6% from 2Q 2024). Net income: JP¥5.65b (down 7.3% from 2Q 2024). Profit margin: 2.2% (in line with 2Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Japan.Declared Dividend • Oct 02First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.7%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 6.1% 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 10% over the next 3 years. However, it would need to fall by 91% to increase the payout ratio to a potentially unsustainable range.Buy Or Sell Opportunity • Sep 12Now 24% overvaluedOver the last 90 days, the stock has fallen 8.7% to JP¥7,670. The fair value is estimated to be JP¥6,177, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 8.6% in the next 2 years.Upcoming Dividend • Aug 22Upcoming dividend of JP¥135 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 31 October 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.2%).Buy Or Sell Opportunity • Aug 06Now 23% overvaluedOver the last 90 days, the stock has fallen 18% to JP¥14,600. The fair value is estimated to be JP¥11,903, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 8.6% in the next 2 years.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥14,000, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Japan. Total returns to shareholders of 58% over the past three years.Reported Earnings • Jun 28First quarter 2025 earnings released: EPS: JP¥701 (vs JP¥591 in 1Q 2024)First quarter 2025 results: EPS: JP¥701 (up from JP¥591 in 1Q 2024). Revenue: JP¥283.9b (up 6.1% from 1Q 2024). Net income: JP¥6.75b (up 19% from 1Q 2024). Profit margin: 2.4% (up from 2.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Jun 06Final dividend of JP¥135 announcedShareholders will receive a dividend of JP¥135. Ex-date: 29th August 2024 Payment date: 31st October 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.4%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 6%.Price Target Changed • May 15Price target increased by 34% to JP¥17,500Up from JP¥13,100, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥18,300. Stock is up 79% over the past year. The company is forecast to post earnings per share of JP¥2,599 for next year compared to JP¥2,459 last year.공시 • Feb 02Okaya & Co., Ltd. (NSE:7485) acquired additional 24.1% stake in Koyo Materica Corporation.Okaya & Co., Ltd. (NSE:7485) acquired additional 24.1% stake in Koyo Materica Corporation on January 31, 2023. Okaya & Co., Ltd. (NSE:7485) completed the acquisition of additional 24.1% stake in Koyo Materica Corporation on January 31, 2023.공시 • Oct 14Okaya & Co., Ltd. (NSE:7485) agreed to acquire Business of Office Fa.Com Co.,Ltd. from Office Fa.Com Co.,Ltd.Okaya & Co., Ltd. (NSE:7485) agreed to acquire Business of Office Fa.Com Co.,Ltd. from Office Fa.Com Co.,Ltd. on October 12, 2022.공시 • Dec 01Okaya & Co., Ltd. (NSE:7485) acquired 41.1% stake in Ryoei Koki Co., Ltd.Okaya & Co., Ltd. (NSE:7485) acquired 41.1% stake in Ryoei Koki Co., Ltd. on November 29, 2021. The number of shares to be acquired were 56,104 shares. Okaya & Co., Ltd. (NSE:7485) completed the acquisition of Ryoei Koki Co., Ltd. on November 29, 2021.매출 및 비용 세부 내역Okaya가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이NSE:7485 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비28 Feb 261,155,77430,50665,466030 Nov 251,157,18031,48058,911031 Aug 251,152,60730,93757,656031 May 251,114,61427,67654,990028 Feb 251,121,76427,07052,758030 Nov 241,120,21724,60152,219031 Aug 241,107,23124,27450,360031 May 241,128,34524,71850,215029 Feb 241,111,93423,65949,835030 Nov 231,055,96123,32448,679031 Aug 231,037,82524,01747,355031 May 231,005,82524,35845,837028 Feb 23962,01623,52044,031030 Nov 22977,32522,44743,443031 Aug 22971,11121,78742,065031 May 22959,21919,82541,311028 Feb 22960,80919,32140,551030 Nov 21911,77718,73639,827031 Aug 21854,17716,29439,236031 May 21792,17514,02438,243028 Feb 21760,44312,42937,736030 Nov 20768,44712,52437,530031 Aug 20796,09812,09038,241031 May 20834,92813,52339,140029 Feb 20875,62315,67040,014030 Nov 19913,65616,02441,265031 Aug 19935,25016,76341,369031 May 19951,56016,98341,450028 Feb 19948,59616,49441,253030 Nov 18932,49316,13440,784031 Aug 18901,25715,85040,337031 May 18879,59915,65339,920028 Feb 18851,42515,06339,484030 Nov 17830,04614,76339,634031 Aug 17803,53913,60338,837031 May 17774,27213,11538,021028 Feb 17753,31111,61137,811030 Nov 16727,54110,26336,438031 Aug 16734,98410,60736,095031 May 16757,68511,39736,201029 Feb 16785,44312,88835,758030 Nov 15814,69314,94636,206031 Aug 15833,87914,65236,537031 May 15826,64913,96436,4540양질의 수익: 7485는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 7485의 현재 순 이익률 (2.6%)은 지난해 (2.4%)보다 높습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 7485의 수익은 지난 5년 동안 연평균 13.6% 증가했습니다.성장 가속화: 지난 1년간 7485 의 수익 증가율(12.7%)은 5년 평균(연간 13.6%)보다 낮습니다.수익 대 산업: 7485의 지난 1년 수익 증가율(12.7%)은 Metals and Mining 업계의 8.3%를 상회했습니다.자기자본이익률높은 ROE: 7485의 자본 수익률(6.3%)은 낮음으로 평가됩니다.총자산이익률투하자본수익률우수한 과거 실적 기업을 찾아보세요7D1Y7D1Y7D1YMaterials 산업에서 과거 실적이 우수한 기업.View Financial Health기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/23 23:15종가2026/05/22 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 소스Okaya & 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.분석가기관Seiji SugiuraTokai Tokyo Intelligence Laboratory Co., Ltd.
Reported Earnings • Dec 26Third quarter 2026 earnings released: EPS: JP¥390 (vs JP¥362 in 3Q 2025)Third quarter 2026 results: EPS: JP¥390 (up from JP¥362 in 3Q 2025). Revenue: JP¥292.7b (up 1.6% from 3Q 2025). Net income: JP¥7.51b (up 7.8% from 3Q 2025). Profit margin: 2.6% (up from 2.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Jun 04Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Apr 02Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 1.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Reported Earnings • Dec 28Third quarter 2025 earnings released: EPS: JP¥362 (vs JP¥345 in 3Q 2024)Third quarter 2025 results: EPS: JP¥362 (up from JP¥345 in 3Q 2024). Revenue: JP¥288.2b (up 4.7% from 3Q 2024). Net income: JP¥6.97b (up 4.9% from 3Q 2024). Profit margin: 2.4% (in line with 3Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.
Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: JP¥2,824,500,000 (vs JP¥317 in 2Q 2024)Second quarter 2025 results: EPS: JP¥2,824,500,000. Revenue: JP¥255.9b (down 7.6% from 2Q 2024). Net income: JP¥5.65b (down 7.3% from 2Q 2024). Profit margin: 2.2% (in line with 2Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Japan.
Reported Earnings • Jun 28First quarter 2025 earnings released: EPS: JP¥701 (vs JP¥591 in 1Q 2024)First quarter 2025 results: EPS: JP¥701 (up from JP¥591 in 1Q 2024). Revenue: JP¥283.9b (up 6.1% from 1Q 2024). Net income: JP¥6.75b (up 19% from 1Q 2024). Profit margin: 2.4% (up from 2.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 20Price target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,320. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.
Price Target Changed • May 01Price target increased by 8.0% to JP¥9,400Up from JP¥8,700, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥9,700. Stock is up 41% over the past year. The company is forecast to post earnings per share of JP¥1,663 for next year compared to JP¥1,585 last year.
Declared Dividend • Feb 25Dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.6%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% 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 19% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Price Target Changed • Feb 05Price target increased by 28% to JP¥8,700Up from JP¥6,800, the current price target is provided by 1 analyst. New target price is 10% below last closing price of JP¥9,700. Stock is up 38% over the past year. The company is forecast to post earnings per share of JP¥1,642 for next year compared to JP¥1,407 last year.
Reported Earnings • Dec 26Third quarter 2026 earnings released: EPS: JP¥390 (vs JP¥362 in 3Q 2025)Third quarter 2026 results: EPS: JP¥390 (up from JP¥362 in 3Q 2025). Revenue: JP¥292.7b (up 1.6% from 3Q 2025). Net income: JP¥7.51b (up 7.8% from 3Q 2025). Profit margin: 2.6% (up from 2.4% in 3Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Dec 25First half dividend of JP¥80.00 announcedShareholders will receive a dividend of JP¥80.00. Ex-date: 26th February 2026 Payment date: 29th May 2026 Dividend yield will be 1.8%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (9% earnings payout ratio) but not covered by cash flows (127% cash payout ratio). The dividend has increased by an average of 7.2% 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 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Jun 18Final dividend of JP¥75.00 announcedShareholders will receive a dividend of JP¥75.00. Ex-date: 28th August 2025 Payment date: 31st October 2025 Dividend yield will be 2.2%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (10% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% 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 9.0% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 04Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 1.1% p.a. on average during the next 3 years, compared to a 1.3% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • May 28Price target decreased by 11% to JP¥6,800Down from JP¥7,600, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥6,940. Stock is down 19% over the past year. The company is forecast to post earnings per share of JP¥1,440 for next year compared to JP¥1,407 last year.
Major Estimate Revision • May 01Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 2.8% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.4% to JP¥6,900 over the past week.
Major Estimate Revision • Apr 25Consensus revenue estimates decrease by 12%, EPS upgradedThe consensus outlook for fiscal year 2026 has been updated. 2026 revenue forecast fell from JP¥1.29t to JP¥1.13t. EPS estimate increased from JP¥1,299 to JP¥1,440 per share. Net income forecast to grow 2.3% next year vs 3.2% growth forecast for Metals and Mining industry in Japan. Consensus price target down from JP¥7,600 to JP¥6,800. Share price rose 2.1% to JP¥6,740 over the past week.
Reported Earnings • Apr 02Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥1,407 (up from JP¥1,230 in FY 2024). Revenue: JP¥1.12t (flat on FY 2024). Net income: JP¥27.1b (up 14% from FY 2024). Profit margin: 2.4% (up from 2.1% in FY 2024). Revenue missed analyst estimates by 5.7%. Earnings per share (EPS) exceeded analyst estimates by 18%. Revenue is forecast to grow 11% p.a. on average during the next 2 years, compared to a 1.0% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Mar 06Price target decreased by 13% to JP¥7,600Down from JP¥8,750, the current price target is provided by 1 analyst. New target price is 9.0% above last closing price of JP¥6,970. Stock is up 3.2% over the past year. The company is forecast to post earnings per share of JP¥1,195 for next year compared to JP¥1,230 last year.
Reported Earnings • Dec 28Third quarter 2025 earnings released: EPS: JP¥362 (vs JP¥345 in 3Q 2024)Third quarter 2025 results: EPS: JP¥362 (up from JP¥345 in 3Q 2024). Revenue: JP¥288.2b (up 4.7% from 3Q 2024). Net income: JP¥6.97b (up 4.9% from 3Q 2024). Profit margin: 2.4% (in line with 3Q 2024). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 13% per year.
Price Target Changed • Nov 19Price target decreased by 13% to JP¥7,600Down from JP¥8,750, the current price target is provided by 1 analyst. New target price is 8.9% above last closing price of JP¥6,980. Stock is up 19% over the past year. The company is forecast to post earnings per share of JP¥1,195 for next year compared to JP¥1,230 last year.
Declared Dividend • Nov 19First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 6.1% 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 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Nov 01First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.9%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (16% earnings payout ratio) and cash flows (12% cash payout ratio). The dividend has increased by an average of 6.1% 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 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Oct 19Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 21% to JP¥7,030. The fair value is estimated to be JP¥8,799, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 8.0% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 22% in 2 years. Earnings are forecast to grow by 12% in the next 2 years.
Reported Earnings • Oct 02Second quarter 2025 earnings released: EPS: JP¥2,824,500,000 (vs JP¥317 in 2Q 2024)Second quarter 2025 results: EPS: JP¥2,824,500,000. Revenue: JP¥255.9b (down 7.6% from 2Q 2024). Net income: JP¥5.65b (down 7.3% from 2Q 2024). Profit margin: 2.2% (in line with 2Q 2024). Revenue is forecast to grow 9.0% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Metals and Mining industry in Japan.
Declared Dividend • Oct 02First half dividend of JP¥67.50 announcedShareholders will receive a dividend of JP¥67.50. Ex-date: 27th February 2025 Payment date: 23rd May 2025 Dividend yield will be 2.7%, which is lower than the industry average of 3.4%. Sustainability & Growth Dividend is well covered by both earnings (8% earnings payout ratio) and cash flows (13% cash payout ratio). The dividend has increased by an average of 6.1% 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 10% over the next 3 years. However, it would need to fall by 91% to increase the payout ratio to a potentially unsustainable range.
Buy Or Sell Opportunity • Sep 12Now 24% overvaluedOver the last 90 days, the stock has fallen 8.7% to JP¥7,670. The fair value is estimated to be JP¥6,177, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 8.6% in the next 2 years.
Upcoming Dividend • Aug 22Upcoming dividend of JP¥135 per shareEligible shareholders must have bought the stock before 29 August 2024. Payment date: 31 October 2024. Payout ratio is a comfortable 10% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (4.2%).
Buy Or Sell Opportunity • Aug 06Now 23% overvaluedOver the last 90 days, the stock has fallen 18% to JP¥14,600. The fair value is estimated to be JP¥11,903, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.4% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 17% in 2 years. Earnings are forecast to grow by 8.6% in the next 2 years.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to JP¥14,000, the stock trades at a forward P/E ratio of 5x. Average forward P/E is 8x in the Metals and Mining industry in Japan. Total returns to shareholders of 58% over the past three years.
Reported Earnings • Jun 28First quarter 2025 earnings released: EPS: JP¥701 (vs JP¥591 in 1Q 2024)First quarter 2025 results: EPS: JP¥701 (up from JP¥591 in 1Q 2024). Revenue: JP¥283.9b (up 6.1% from 1Q 2024). Net income: JP¥6.75b (up 19% from 1Q 2024). Profit margin: 2.4% (up from 2.1% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.9% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Metals and Mining industry in Japan. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has increased by 21% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Jun 06Final dividend of JP¥135 announcedShareholders will receive a dividend of JP¥135. Ex-date: 29th August 2024 Payment date: 31st October 2024 Dividend yield will be 1.5%, which is lower than the industry average of 3.4%. Payout Ratios Payout ratio: 10%. Cash payout ratio: 6%.
Price Target Changed • May 15Price target increased by 34% to JP¥17,500Up from JP¥13,100, the current price target is provided by 1 analyst. New target price is approximately in line with last closing price of JP¥18,300. Stock is up 79% over the past year. The company is forecast to post earnings per share of JP¥2,599 for next year compared to JP¥2,459 last year.
공시 • Feb 02Okaya & Co., Ltd. (NSE:7485) acquired additional 24.1% stake in Koyo Materica Corporation.Okaya & Co., Ltd. (NSE:7485) acquired additional 24.1% stake in Koyo Materica Corporation on January 31, 2023. Okaya & Co., Ltd. (NSE:7485) completed the acquisition of additional 24.1% stake in Koyo Materica Corporation on January 31, 2023.
공시 • Oct 14Okaya & Co., Ltd. (NSE:7485) agreed to acquire Business of Office Fa.Com Co.,Ltd. from Office Fa.Com Co.,Ltd.Okaya & Co., Ltd. (NSE:7485) agreed to acquire Business of Office Fa.Com Co.,Ltd. from Office Fa.Com Co.,Ltd. on October 12, 2022.
공시 • Dec 01Okaya & Co., Ltd. (NSE:7485) acquired 41.1% stake in Ryoei Koki Co., Ltd.Okaya & Co., Ltd. (NSE:7485) acquired 41.1% stake in Ryoei Koki Co., Ltd. on November 29, 2021. The number of shares to be acquired were 56,104 shares. Okaya & Co., Ltd. (NSE:7485) completed the acquisition of Ryoei Koki Co., Ltd. on November 29, 2021.