Osaka Soda 향후 성장

Future 기준 점검 1/6

Osaka Soda (는) 각각 연간 3.6% 및 5.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 5.3% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 12.1% 로 예상됩니다.

핵심 정보

3.6%

이익 성장률

5.32%

EPS 성장률

Chemicals 이익 성장	13.0%
매출 성장률	5.8%
향후 자기자본이익률	12.13%
애널리스트 커버리지	Low
마지막 업데이트	17 Aug 2026

최근 향후 성장 업데이트

분석 기사 • Feb 14

Osaka Soda Co., Ltd. Recorded A 8.0% Miss On Revenue: Analysts Are Revisiting Their Models

There's been a notable change in appetite for Osaka Soda Co., Ltd. ( TSE:4046 ) shares in the week since its quarterly...

Recent updates

분석 기사 • May 19

There May Be Underlying Issues With The Quality Of Osaka Soda's (TSE:4046) Earnings

Osaka Soda Co., Ltd.'s ( TSE:4046 ) robust earnings report didn't manage to move the market for its stock. Our analysis...

분석 기사 • Feb 07

Here's Why Osaka Soda (TSE:4046) Can Manage Its Debt Responsibly

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

분석 기사 • Jan 20

Osaka Soda (TSE:4046) Has Announced That It Will Be Increasing Its Dividend To ¥13.00

Osaka Soda Co., Ltd.'s ( TSE:4046 ) dividend will be increasing from last year's payment of the same period to ¥13.00...

분석 기사 • Dec 25

Returns On Capital At Osaka Soda (TSE:4046) Have Stalled

To find a multi-bagger stock, what are the underlying trends we should look for in a business? One common approach is...

분석 기사 • Dec 05

Osaka Soda's (TSE:4046) Shareholders Will Receive A Bigger Dividend Than Last Year

Osaka Soda Co., Ltd. ( TSE:4046 ) has announced that it will be increasing its dividend from last year's comparable...

분석 기사 • Nov 17

Solid Earnings May Not Tell The Whole Story For Osaka Soda (TSE:4046)

Following the solid earnings report from Osaka Soda Co., Ltd. ( TSE:4046 ), the market responded by bidding up the...

분석 기사 • Nov 15

After Leaping 25% Osaka Soda Co., Ltd. (TSE:4046) Shares Are Not Flying Under The Radar

Osaka Soda Co., Ltd. ( TSE:4046 ) shares have had a really impressive month, gaining 25% after a shaky period...

분석 기사 • Sep 03

Earnings Tell The Story For Osaka Soda Co., Ltd. (TSE:4046)

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider Osaka...

분석 기사 • May 29

Osaka Soda (TSE:4046) Could Easily Take On More Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

분석 기사 • Mar 27

Investors Appear Satisfied With Osaka Soda Co., Ltd.'s (TSE:4046) Prospects As Shares Rocket 28%

Those holding Osaka Soda Co., Ltd. ( TSE:4046 ) shares would be relieved that the share price has rebounded 28% in the...

분석 기사 • Mar 04

Osaka Soda (TSE:4046) Has More To Do To Multiply In Value Going Forward

To find a multi-bagger stock, what are the underlying trends we should look for in a business? In a perfect world, we'd...

분석 기사 • Feb 14

Osaka Soda Co., Ltd. Recorded A 8.0% Miss On Revenue: Analysts Are Revisiting Their Models

There's been a notable change in appetite for Osaka Soda Co., Ltd. ( TSE:4046 ) shares in the week since its quarterly...

분석 기사 • Jan 29

Why We're Not Concerned Yet About Osaka Soda Co., Ltd.'s (TSE:4046) 27% Share Price Plunge

Osaka Soda Co., Ltd. ( TSE:4046 ) shares have had a horrible month, losing 27% after a relatively good period...

분석 기사 • Aug 02

Osaka Soda (TSE:4046) Is Due To Pay A Dividend Of ¥45.00

Osaka Soda Co., Ltd. ( TSE:4046 ) has announced that it will pay a dividend of ¥45.00 per share on the 9th of December...

분석 기사 • Jul 29

Osaka Soda (TSE:4046) Has A Pretty Healthy Balance Sheet

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...

분석 기사 • Jun 21

Osaka Soda Co., Ltd. (TSE:4046) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

Osaka Soda Co., Ltd. ( TSE:4046 ) shareholders would be excited to see that the share price has had a great month...

분석 기사 • Apr 16

Why We're Not Concerned About Osaka Soda Co., Ltd.'s (TSE:4046) Share Price

When close to half the companies in Japan have price-to-earnings ratios (or "P/E's") below 14x, you may consider Osaka...

분석 기사 • Mar 25

Osaka Soda (TSE:4046) Will Pay A Dividend Of ¥45.00

Osaka Soda Co., Ltd. ( TSE:4046 ) will pay a dividend of ¥45.00 on the 12th of June. The dividend yield is 0.9% based...

분석 기사 • Mar 22

Be Wary Of Osaka Soda (TSE:4046) And Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

분석 기사 • Mar 02

These 4 Measures Indicate That Osaka Soda (TSE:4046) Is Using Debt Reasonably Well

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

이익 및 매출 성장 예측

TSE:4046 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)
날짜	매출	이익	자유현금흐름	영업현금흐름	평균 애널리스트 수
3/31/2029	122,667	19,000	13,042	N/A	3
3/31/2028	115,680	17,480	12,040	N/A	5
3/31/2027	109,700	15,667	11,800	N/A	2
6/30/2026	104,426	17,360	N/A	N/A	N/A
3/31/2026	99,961	15,460	12,486	19,875	N/A
12/31/2025	98,182	13,032	N/A	N/A	N/A
9/30/2025	95,099	12,221	7,853	14,920	N/A
6/30/2025	99,314	10,594	N/A	N/A	N/A
3/31/2025	96,434	10,332	9,488	17,049	N/A
12/31/2024	98,992	10,295	N/A	N/A	N/A
9/30/2024	98,102	8,474	5,425	13,565	N/A
6/30/2024	95,478	8,031	N/A	N/A	N/A
3/31/2024	94,557	7,650	3,235	8,597	N/A
12/31/2023	96,718	5,531	N/A	N/A	N/A
9/30/2023	98,915	7,107	4,192	8,581	N/A
6/30/2023	101,663	8,825	N/A	N/A	N/A
3/31/2023	104,208	10,570	4,245	9,354	N/A
12/31/2022	100,469	12,226	N/A	N/A	N/A
9/30/2022	97,842	12,526	6,118	12,023	N/A
6/30/2022	92,387	10,957	N/A	N/A	N/A
3/31/2022	88,084	9,442	7,627	13,378	N/A
12/31/2021	90,259	9,245	N/A	N/A	N/A
9/30/2021	94,245	7,997	6,664	9,986	N/A
6/30/2021	95,444	7,214	N/A	N/A	N/A
3/31/2021	97,266	6,050	7,517	9,347	N/A
12/31/2020	97,806	5,917	N/A	N/A	N/A
9/30/2020	97,629	5,789	9,286	11,511	N/A
6/30/2020	101,998	6,283	N/A	N/A	N/A
3/31/2020	105,477	6,506	N/A	10,336	N/A
12/31/2019	106,022	6,119	N/A	N/A	N/A
9/30/2019	108,226	6,629	N/A	10,660	N/A
6/30/2019	108,450	6,421	N/A	N/A	N/A
3/31/2019	107,874	6,793	N/A	9,854	N/A
12/31/2018	108,594	6,409	N/A	N/A	N/A
9/30/2018	105,916	5,639	N/A	8,561	N/A
6/30/2018	103,757	5,617	N/A	N/A	N/A
3/31/2018	101,231	4,778	N/A	7,757	N/A
12/31/2017	98,906	4,840	N/A	N/A	N/A
9/30/2017	95,581	5,050	N/A	7,205	N/A
6/30/2017	94,457	5,033	N/A	N/A	N/A
3/31/2017	93,509	4,320	N/A	8,490	N/A
12/31/2016	95,710	3,774	N/A	N/A	N/A
9/30/2016	97,695	3,393	N/A	9,101	N/A
6/30/2016	99,958	3,101	N/A	N/A	N/A
3/31/2016	102,125	3,606	N/A	5,031	N/A
12/31/2015	102,717	3,972	N/A	N/A	N/A
9/30/2015	102,798	3,853	N/A	6,916	N/A

애널리스트 향후 성장 전망

수입 대 저축률: 4046 의 연간 예상 수익 증가율(3.6%)이 saving rate(0.9%)보다 높습니다.

수익 vs 시장: 4046 의 연간 수익(3.6%)이 JP 시장(8.6%)보다 느리게 성장할 것으로 예상됩니다.

고성장 수익: 4046 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.

수익 대 시장: 4046 의 수익(연간 5.8%)이 JP 시장(연간 6.3%)보다 느리게 성장할 것으로 예상됩니다.

고성장 매출: 4046 의 수익(연간 5.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.

주당순이익 성장 예측

향후 자기자본이익률

미래 ROE: 4046의 자본 수익률은 3년 후 12.1%로 낮을 것으로 예상됩니다.

성장 기업 찾아보기

기업 분석 및 재무 데이터 상태

데이터	최종 업데이트 (UTC 시간)
기업 분석	2026/09/10 10:30
종가	2026/09/10 00:00
수익	2026/06/30
연간 수익	2026/03/31

데이터 소스

당사의 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.

패키지	데이터	기간	미국 소스 예시 ^*
기업 재무제표	10년	손익계산서 현금흐름표 대차대조표	SEC 양식 10-K SEC 양식 10-Q
분석가 컨센서스 추정치	+3년	재무 예측 분석가 목표주가	분석가 리서치 보고서 Blue Matrix
시장 가격	30년	주가 배당, 분할 및 기타 조치	ICE 시장 데이터 SEC 양식 S-1
지분 구조	10년	주요 주주 내부자 거래	SEC 양식 4 SEC 양식 13D
경영진	10년	리더십 팀 이사회	SEC 양식 10-K SEC 양식 DEF 14A
주요 개발	10년	회사 공시	SEC 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 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.

Simply Wall St 분석 모델을 설계하고 구축한 에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Osaka Soda Co., Ltd.는 7명의 분석가가 다루고 있습니다. 이 중 5명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가	기관
Takashi Enomoto	BofA Global Research
Yusuke Miura	Daiwa Securities Co. Ltd.
null null	Daiwa Securities Co. Ltd.

Osaka Soda 향후 성장

Future 기준 점검 1/6

핵심 정보

최근 향후 성장 업데이트

Price target increased by 7.8% to JP¥2,383

Osaka Soda Co., Ltd. Recorded A 8.0% Miss On Revenue: Analysts Are Revisiting Their Models

Price target decreased by 7.6% to JP¥2,318

Osaka Soda Co., Ltd. Confirms That Production Restored to 70% of its Original Level Since November 21, 2023

Osaka Soda Co., Ltd. Provides Earnings Guidance for the Year 2025

Price target increased by 17% to JP¥6,913

Recent updates

New minor risk - Share price stability

First quarter 2027 earnings released: EPS: JP¥40.49 (vs JP¥24.21 in 1Q 2026)

Final dividend increased to JP¥14.00

Osaka Soda Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026

Insufficient new directors

Osaka Soda Delivers Record Profits With Expanded Shareholder Returns and Strong Market Demand

There May Be Underlying Issues With The Quality Of Osaka Soda's (TSE:4046) Earnings

Osaka Soda Co., Ltd. (TSE:4046) announces an Equity Buyback for 5,000,000 shares, representing 4.07% for ¥5,000 million.

Full year 2026 earnings: EPS exceeds analyst expectations while revenues lag behind

Osaka Soda Co., Ltd., Annual General Meeting, Jun 26, 2026

Osaka Soda Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026

Upcoming dividend of JP¥13.00 per share

Third quarter 2026 earnings released: EPS: JP¥31.22 (vs JP¥24.23 in 3Q 2025)

Here's Why Osaka Soda (TSE:4046) Can Manage Its Debt Responsibly

Price target increased by 7.8% to JP¥2,383

Now 20% undervalued

Osaka Soda (TSE:4046) Has Announced That It Will Be Increasing Its Dividend To ¥13.00

Osaka Soda Co., Ltd. to Report Nine Months, 2026 Results on Feb 09, 2026

Returns On Capital At Osaka Soda (TSE:4046) Have Stalled

Now 21% undervalued

Osaka Soda's (TSE:4046) Shareholders Will Receive A Bigger Dividend Than Last Year

First half dividend of JP¥13.00 announced

Solid Earnings May Not Tell The Whole Story For Osaka Soda (TSE:4046)

After Leaping 25% Osaka Soda Co., Ltd. (TSE:4046) Shares Are Not Flying Under The Radar

New minor risk - Share price stability

Osaka Soda Co., Ltd. (TSE:4046) announces an Equity Buyback for 5,000,000 shares, representing 3.99% for ¥5,000 million.

Second quarter 2026 earnings released: EPS: JP¥29.53 (vs JP¥16.40 in 2Q 2025)

Upcoming dividend of JP¥10.00 per share

Earnings Tell The Story For Osaka Soda Co., Ltd. (TSE:4046)

Osaka Soda Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025

First quarter 2026 earnings released: EPS: JP¥24.21 (vs JP¥21.95 in 1Q 2025)

Osaka Soda Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025

Final dividend of JP¥10.00 announced

Osaka Soda (TSE:4046) Could Easily Take On More Debt

Full year 2025 earnings: EPS and revenues miss analyst expectations

Osaka Soda Co., Ltd., Annual General Meeting, Jun 27, 2025

Investor sentiment deteriorates as stock falls 16%

Investors Appear Satisfied With Osaka Soda Co., Ltd.'s (TSE:4046) Prospects As Shares Rocket 28%

Osaka Soda Co., Ltd. to Report Fiscal Year 2025 Results on May 09, 2025

Upcoming dividend of JP¥10.00 per share

Osaka Soda (TSE:4046) Has More To Do To Multiply In Value Going Forward

Investor sentiment deteriorates as stock falls 20%

Osaka Soda Co., Ltd. Recorded A 8.0% Miss On Revenue: Analysts Are Revisiting Their Models

Price target decreased by 7.6% to JP¥2,318

Third quarter 2025 earnings released: EPS: JP¥24.23 (vs JP¥9.85 in 3Q 2024)

Osaka Soda Co., Ltd. (TSE:4046) announces an Equity Buyback for 1,012,900 shares, representing 0.8% for ¥1,799.92 million.

We Think Osaka Soda (TSE:4046) Can Stay On Top Of Its Debt

First half dividend of JP¥10.00 announced

With Osaka Soda Co., Ltd. (TSE:4046) It Looks Like You'll Get What You Pay For

Osaka Soda Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025

Second quarter 2025 earnings released

New minor risk - Share price stability

Osaka Soda (TSE:4046) Is Paying Out A Dividend Of ¥45.00

New minor risk - Dividend sustainability

Returns On Capital At Osaka Soda (TSE:4046) Paint A Concerning Picture

Upcoming dividend of JP¥45.00 per share

Osaka Soda (TSE:4046) Will Pay A Dividend Of ¥45.00

Osaka Soda Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024

Osaka Soda (TSE:4046) Has Announced A Dividend Of ¥45.00

Why We're Not Concerned Yet About Osaka Soda Co., Ltd.'s (TSE:4046) 27% Share Price Plunge

First quarter 2025 earnings released: EPS: JP¥110 (vs JP¥94.50 in 1Q 2024)

Investor sentiment deteriorates as stock falls 18%

Osaka Soda (TSE:4046) Is Due To Pay A Dividend Of ¥45.00

Osaka Soda (TSE:4046) Has A Pretty Healthy Balance Sheet

Final dividend of JP¥45.00 announced

Osaka Soda Co., Ltd. (TSE:4046) Stocks Shoot Up 27% But Its P/E Still Looks Reasonable

Osaka Soda Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024

Investor sentiment improves as stock rises 20%

Full year 2024 earnings: EPS and revenues miss analyst expectations