View Future GrowthKansai Paint 과거 순이익 실적과거 기준 점검 2/6Kansai Paint은 연평균 10.1%의 비율로 수입이 증가해 온 반면, Chemicals 산업은 수입이 5.4% 증가했습니다. 매출은 연평균 9.5%의 비율로 증가했습니다. Kansai Paint의 자기자본이익률은 9.1%이고 순이익률은 5.4%입니다.핵심 정보10.11%순이익 성장률17.47%주당순이익(EPS) 성장률Chemicals 산업 성장률6.58%매출 성장률9.45%자기자본이익률9.08%순이익률5.36%다음 순이익 업데이트07 Aug 2026최근 과거 실적 업데이트Reported Earnings • May 12Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥180 (down from JP¥202 in FY 2025). Revenue: JP¥589.8b (flat on FY 2025). Net income: JP¥31.6b (down 17% from FY 2025). Profit margin: 5.4% (down from 6.5% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year.공시 • May 09+ 3 more updatesKansai Paint Co., Ltd. to Report Q2, 2027 Results on Nov 06, 2026Kansai Paint Co., Ltd. announced that they will report Q2, 2027 results on Nov 06, 2026Reported Earnings • Feb 10Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥78.35 (down from JP¥94.82 in 3Q 2025). Revenue: JP¥153.2b (up 1.7% from 3Q 2025). Net income: JP¥13.8b (down 20% from 3Q 2025). Profit margin: 9.0% (down from 11% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 92%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.분석 기사 • Nov 21Kansai Paint's (TSE:4613) Profits May Not Reveal Underlying IssuesKansai Paint Co., Ltd.'s ( TSE:4613 ) healthy profit numbers didn't contain any surprises for investors. We believe...Reported Earnings • Nov 08Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥43.75 (up from JP¥19.85 in 2Q 2025). Revenue: JP¥144.5b (down 2.8% from 2Q 2025). Net income: JP¥7.71b (up 102% from 2Q 2025). Profit margin: 5.3% (up from 2.6% in 2Q 2025). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 9% per year.Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥48.13 (vs JP¥57.45 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.13 (down from JP¥57.45 in 1Q 2025). Revenue: JP¥144.7b (flat on 1Q 2025). Net income: JP¥8.48b (down 29% from 1Q 2025). Profit margin: 5.9% (down from 8.2% in 1Q 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.모든 업데이트 보기Recent updatesMajor Estimate Revision • May 18Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2027 has been updated. 2027 revenue forecast fell from JP¥624.2b to JP¥612.0b. EPS estimate rose from JP¥164 to JP¥189. Net income forecast to grow 14% next year vs 6.2% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥2,685 unchanged from last update. Share price fell 2.9% to JP¥2,298 over the past week.분석 기사 • May 13Earnings Update: Kansai Paint Co., Ltd. (TSE:4613) Just Reported Its Annual Results And Analysts Are Updating Their ForecastsShareholders might have noticed that Kansai Paint Co., Ltd. ( TSE:4613 ) filed its full-year result this time last...Reported Earnings • May 12Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥180 (down from JP¥202 in FY 2025). Revenue: JP¥589.8b (flat on FY 2025). Net income: JP¥31.6b (down 17% from FY 2025). Profit margin: 5.4% (down from 6.5% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year.속보 • May 12Kansai Paint Sharpens Pay Targets and Doubles Dividend as Profit Guidance SlipsKansai Paint is revising and continuing its performance-linked stock compensation plan for directors, tying awards more tightly to its 2025 to 2027 medium-term targets. The company will fund a share trust with up to ¥900 million, with stock grants based on role and metrics such as sales, EBITDA, ROE and ESG ratings. Kansai Paint reported record net sales and EBITDA for the fifth consecutive year, led by growth in Africa and reforms in Europe, and issued FY2026 profit guidance that factors in planned extraordinary losses and a lower net profit forecast. For FY2026, Kansai Paint reported flat sales and a decline in operating and net profits, yet more than doubled its annual dividend and signaled an intention to keep that dividend level, while forecasting modest sales and operating profit growth and a drop in net profit in FY2027. The tighter link between stock-based pay and medium-term targets, alongside the dividend increase despite weaker earnings, shows management putting emphasis on both longer-term performance metrics and shareholder returns. You should weigh the commitment to sustained dividends and performance-linked incentives against the guidance for lower net profit and the impact of extraordinary losses on future earnings quality.공시 • May 11Kansai Paint Co., Ltd., Annual General Meeting, Jun 26, 2026Kansai Paint Co., Ltd., Annual General Meeting, Jun 26, 2026.공시 • May 09+ 3 more updatesKansai Paint Co., Ltd. to Report Q2, 2027 Results on Nov 06, 2026Kansai Paint Co., Ltd. announced that they will report Q2, 2027 results on Nov 06, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 41% and the cash payout ratio is 92%. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).분석 기사 • Feb 11Earnings Beat: Kansai Paint Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for Kansai Paint Co., Ltd. ( TSE:4613 ) shareholders, because the company has just released its...Reported Earnings • Feb 10Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥78.35 (down from JP¥94.82 in 3Q 2025). Revenue: JP¥153.2b (up 1.7% from 3Q 2025). Net income: JP¥13.8b (down 20% from 3Q 2025). Profit margin: 9.0% (down from 11% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 92%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Feb 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.4% to JP¥2,635. The fair value is estimated to be JP¥2,189, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 1.9% per annum over the same time period.분석 기사 • Jan 15Kansai Paint Co., Ltd.'s (TSE:4613) Share Price Is Matching Sentiment Around Its EarningsKansai Paint Co., Ltd.'s ( TSE:4613 ) price-to-earnings (or "P/E") ratio of 11.5x might make it look like a buy right...Buy Or Sell Opportunity • Jan 08Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,485. The fair value is estimated to be JP¥3,112, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 1.5% per annum over the same time period.분석 기사 • Dec 23A Look At The Fair Value Of Kansai Paint Co., Ltd. (TSE:4613)Key Insights Kansai Paint's estimated fair value is JP¥3,028 based on 2 Stage Free Cash Flow to Equity With JP¥2,454...분석 기사 • Dec 02Kansai Paint (TSE:4613) Will Pay A Dividend Of ¥55.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend on the 30th of June, with...Declared Dividend • Dec 02First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 4.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but not adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 19% 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 8.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 21Kansai Paint's (TSE:4613) Profits May Not Reveal Underlying IssuesKansai Paint Co., Ltd.'s ( TSE:4613 ) healthy profit numbers didn't contain any surprises for investors. We believe...Reported Earnings • Nov 08Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥43.75 (up from JP¥19.85 in 2Q 2025). Revenue: JP¥144.5b (down 2.8% from 2Q 2025). Net income: JP¥7.71b (up 102% from 2Q 2025). Profit margin: 5.3% (up from 2.6% in 2Q 2025). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 9% per year.Buy Or Sell Opportunity • Sep 29Now 20% undervaluedOver the last 90 days, the stock has risen 24% to JP¥2,415. The fair value is estimated to be JP¥3,025, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 3.2% per annum over the same time period.Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).분석 기사 • Sep 22Kansai Paint (TSE:4613) Has Announced That It Will Be Increasing Its Dividend To ¥55.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will be paying its dividend of ¥55.00 on the 3rd...Buy Or Sell Opportunity • Aug 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥2,556. The fair value is estimated to be JP¥2,128, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.분석 기사 • Aug 13Kansai Paint (TSE:4613) Will Pay A Larger Dividend Than Last Year At ¥55.00Kansai Paint Co., Ltd.'s ( TSE:4613 ) dividend will be increasing from last year's payment of the same period to ¥55.00...분석 기사 • Aug 12Kansai Paint Co., Ltd. (TSE:4613) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?TSE:4613 1 Year Share Price vs Fair Value Explore Kansai Paint's Fair Values from the Community and select yours...Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥48.13 (vs JP¥57.45 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.13 (down from JP¥57.45 in 1Q 2025). Revenue: JP¥144.7b (flat on 1Q 2025). Net income: JP¥8.48b (down 29% from 1Q 2025). Profit margin: 5.9% (down from 8.2% in 1Q 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.분석 기사 • Jul 29Lacklustre Performance Is Driving Kansai Paint Co., Ltd.'s (TSE:4613) Low P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Kansai...Declared Dividend • Jul 09Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 11% 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 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • May 22Kansai Paint's (TSE:4613) Anemic Earnings Might Be Worse Than You ThinkThe market wasn't impressed with the soft earnings from Kansai Paint Co., Ltd. ( TSE:4613 ) recently. Our analysis has...New Risk • May 18New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 102% Dividend yield: 2.7% 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (102% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.5% net profit margin).Reported Earnings • May 13Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥202 (down from JP¥299 in FY 2024). Revenue: JP¥588.8b (up 4.7% from FY 2024). Net income: JP¥38.3b (down 43% from FY 2024). Profit margin: 6.5% (down from 12% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.공시 • May 12+ 2 more updatesKansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2025Kansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2025.분석 기사 • Apr 15Is Kansai Paint (TSE:4613) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...공시 • Apr 11Kansai Paint Co., Ltd. Announces Resignation of Nishibayashi Hitoshi as Representative Director and Director, Effective April 11, 2025On 11th April 2025 Kansai Paint Co., Ltd. announced NISHIBAYASHI Hitoshi, Representative Director of the Board and Senior Managing Executive Officer of the Company, tendered his resignation as Representative Director and Director for health reasons, and Board of Directors has accepted it. Next position: Corporate Advisor. Current position: Representative Director of the Board, Senior Managing Executive Officer, Head of Business Unit and Head of Europe Business Segment. Effective date: 11th April 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).분석 기사 • Mar 14Kansai Paint (TSE:4613) Is Paying Out A Dividend Of ¥22.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend of ¥22.00 per share on the...공시 • Mar 04+ 3 more updatesKansai Paint Co., Ltd. to Report Q3, 2026 Results on Feb 09, 2026Kansai Paint Co., Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026분석 기사 • Feb 28Kansai Paint (TSE:4613) Has Affirmed Its Dividend Of ¥22.00Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend of ¥22.00 per share on the 30th of June...공시 • Feb 27Kansai Paint Co., Ltd. Appoints Takahara Shigeki as Director of the Board, Effective from April 1, 2025Kansai Paint Co., Ltd. appointed TAKAHARA Shigeki as Director of the Board from the present post Representative Director of the Board, Vice President, Executive Officer, effective from April 1, 2025.분석 기사 • Feb 11Kansai Paint's (TSE:4613) Dividend Will Be ¥22.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend on the 30th of June, with...New Risk • Feb 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.0% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.9% net profit margin).Reported Earnings • Feb 08Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥94.82 (up from JP¥33.10 in 3Q 2024). Revenue: JP¥150.7b (up 1.6% from 3Q 2024). Net income: JP¥17.2b (up 130% from 3Q 2024). Profit margin: 11% (up from 5.1% in 3Q 2024). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.공시 • Feb 08Kansai Paint Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Kansai Paint Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 580,000 million compared to previous guidance of JPY 610,000 million, operating income of JPY 52,000 million compared to previous guidance of JPY 56,000 million, Net income attributable to owners of parent of JPY 40,000 million compared to previous guidance of JPY 40,000 million and basic earnings per share of JPY JPY 210.70 million compared to previous guidance of 207.44.분석 기사 • Feb 03The Market Doesn't Like What It Sees From Kansai Paint Co., Ltd.'s (TSE:4613) Earnings YetWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Kansai...Buy Or Sell Opportunity • Jan 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥2,109. The fair value is estimated to be JP¥2,638, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are forecast to decline by 1.8% per annum over the same time period.Buy Or Sell Opportunity • Jan 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥2,116. The fair value is estimated to be JP¥2,666, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are forecast to decline by 1.8% per annum over the same time period.분석 기사 • Dec 18Kansai Paint's (TSE:4613) Dividend Will Be ¥22.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend on the 30th of June, with...분석 기사 • Dec 04Kansai Paint's (TSE:4613) Dividend Will Be ¥22.00Kansai Paint Co., Ltd.'s ( TSE:4613 ) investors are due to receive a payment of ¥22.00 per share on 30th of June. This...Declared Dividend • Dec 04First half dividend of JP¥22.00 announcedDividend of JP¥22.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 2.0%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 12% 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 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.분석 기사 • Nov 20Kansai Paint's (TSE:4613) Weak Earnings May Only Reveal A Part Of The Whole PictureThe market wasn't impressed with the soft earnings from Kansai Paint Co., Ltd. ( TSE:4613 ) recently. Our analysis has...분석 기사 • Nov 14Kansai Paint Co., Ltd. Just Missed EPS By 52%: Here's What Analysts Think Will Happen NextIt's been a sad week for Kansai Paint Co., Ltd. ( TSE:4613 ), who've watched their investment drop 13% to JP¥2,094 in...Buy Or Sell Opportunity • Nov 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥2,208. The fair value is estimated to be JP¥2,762, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are forecast to decline by 1.2% per annum over the same time period.Reported Earnings • Nov 09Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: JP¥19.85 (down from JP¥39.05 in 2Q 2024). Revenue: JP¥148.7b (up 8.1% from 2Q 2024). Net income: JP¥3.81b (down 57% from 2Q 2024). Profit margin: 2.6% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.분석 기사 • Nov 05Estimating The Fair Value Of Kansai Paint Co., Ltd. (TSE:4613)Key Insights Kansai Paint's estimated fair value is JP¥2,901 based on 2 Stage Free Cash Flow to Equity Kansai Paint's...분석 기사 • Oct 11Kansai Paint Co., Ltd. (TSE:4613) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 11.3x Kansai Paint Co., Ltd. ( TSE:4613 ) may be sending bullish signals...Upcoming Dividend • Sep 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.4%).분석 기사 • Sep 19Does Kansai Paint (TSE:4613) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Reported Earnings • Aug 12First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: JP¥57.45 (down from JP¥165 in 1Q 2024). Revenue: JP¥145.4b (up 6.6% from 1Q 2024). Net income: JP¥11.9b (down 68% from 1Q 2024). Profit margin: 8.2% (down from 28% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 30%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.New Risk • Jul 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results.Declared Dividend • Jul 11Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 12% 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 26% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.분석 기사 • Jun 21A Look At The Fair Value Of Kansai Paint Co., Ltd. (TSE:4613)Key Insights Kansai Paint's estimated fair value is JP¥2,480 based on 2 Stage Free Cash Flow to Equity Current share...분석 기사 • Jun 06Kansai Paint (TSE:4613) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...공시 • May 31Kansai Paint Co., Ltd. (TSE:4613) announces an Equity Buyback for 40,000,000 shares, representing 19.01% for ¥80,000 million.Kansai Paint Co., Ltd. (TSE:4613) announces a share repurchase program. Under the program, the company will repurchase up to 40,000,000 shares, representing 19.01% of its issued share capital (excluding treasury stock), for ¥80,000 million. The purpose of the program is to improve capital efficiency and expand shareholder returns. Repurchased shares will be cancelled. The program will run until May 30, 2025. As of April 30, 2024, the company had 210,420,958 shares in issue (excluding treasury stock) and 512 shares in treasury.Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,620, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Chemicals industry in Japan. Total loss to shareholders of 4.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,333 per share.분석 기사 • May 22There May Be Underlying Issues With The Quality Of Kansai Paint's (TSE:4613) EarningsKansai Paint Co., Ltd. ( TSE:4613 ) just reported some strong earnings, and the market reacted accordingly with a...Price Target Changed • May 12Price target decreased by 7.7% to JP¥2,503Down from JP¥2,712, the current price target is an average from 8 analysts. New target price is 20% above last closing price of JP¥2,083. Stock is down 2.2% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥299 last year.공시 • May 11Kansai Paint Co., Ltd approves to Pay Dividends of Surplus, Payable June 28, 2024Kansai Paint Co., Ltd. announced that it has resolved, at a meeting of the Board of Directors held on May 10, 2024, to pay dividends of surplus with a record date of March 31, 2024. The details are described below. Further, this resolution is to be proposed at the general meeting of shareholders to be held on June 27, 2024. Dividend Per share: JPY 22.00. Effective date June 28, 2024. Total amount of dividends JPY 4,629 million .Record date: March 31, 2024.분석 기사 • May 02Lacklustre Performance Is Driving Kansai Paint Co., Ltd.'s (TSE:4613) Low P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Kansai...분석 기사 • Apr 14With EPS Growth And More, Kansai Paint (TSE:4613) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...분석 기사 • Mar 27Kansai Paint's (TSE:4613) Shareholders Will Receive A Bigger Dividend Than Last YearKansai Paint Co., Ltd. ( TSE:4613 ) will increase its dividend from last year's comparable payment on the 1st of July...Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).공시 • Mar 15Kansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2024Kansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2024.분석 기사 • Mar 13Kansai Paint (TSE:4613) Has Announced That It Will Be Increasing Its Dividend To ¥20.00Kansai Paint Co., Ltd.'s ( TSE:4613 ) dividend will be increasing from last year's payment of the same period to ¥20.00...공시 • Mar 13+ 3 more updatesKansai Paint Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Kansai Paint Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025공시 • Feb 28Kansai Paint Co., Ltd. Announces Management Changes, Effective April 1, 2024Kansai Paint Co., Ltd. announced that the Company determined the increase of representative at the meeting of the Board. Detail of the change: Scheduled date of the change is April 1, 2024. Representative Director and Senior Managing Executive Officer, and Chief of International Business Unit is NISHIBAYASHI Hitoshi (Present post - Director of the Board, Managing Executive Officer, and Chief of International Business Unit). Career of the new representative director, etc.: Born on May 31, 1963 . Career: April 1987 - Joined Kansai Paint, April 2015 - Deputy Head of Automotive Refinish, Decorative and Protective Coatings Business Div., April 2019 - Executive Officer, and Deputy General Manager of Corporate Business Development Div., June 2020 - Director of the Board, Managing Executive Officer, and Head of International Business Unit., July 2020 - Director of the Board, and Managing Executive Officer in charge of Corporate Planning & Finance, April 2021- Director of the Board, Managing Executive Officer, and Chief of International Business Unit (current).분석 기사 • Feb 27Kansai Paint's (TSE:4613) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will be paying its dividend of ¥20.00 on the 1st...공시 • Feb 22Kansai Paint Co., Ltd. (TSE:4613) announces an Equity Buyback for 20,000,000 shares, representing 8.78% for ¥40,000 million.Kansai Paint Co., Ltd. (TSE:4613) announces a share repurchase program. Under the program, the company will repurchase up to 20,000,000 shares, representing 8.78% of its issued share capital (excluding treasury stock), for ¥40,000 million. The purpose of the program is improving capital efficiency such as ROE and net income per share (EPS) and increasing shareholder returns. Repurchased shares will be cancelled. The program will run until February 21, 2025. As of January 31, 2024, the company had 227,887,041 shares in issue (excluding treasury stock) and 10,736,229 shares in treasury.Reported Earnings • Feb 10Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: JP¥33.10 (up from JP¥18.87 in 3Q 2023). Revenue: JP¥148.3b (up 12% from 3Q 2023). Net income: JP¥7.49b (up 70% from 3Q 2023). Profit margin: 5.1% (up from 3.3% in 3Q 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.공시 • Feb 08+ 1 more updateKansai Paint Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Kansai Paint Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net sales of JPY 560,000 million, operating profit of JPY 50,000 million, profit attributable to owners of parent of JPY 64,000 million and basic earnings per share of JPY 282.12.Buy Or Sell Opportunity • Feb 01Now 20% undervaluedOver the last 90 days, the stock has risen 11% to JP¥2,467. The fair value is estimated to be JP¥3,085, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are forecast to decline by 19% per annum over the same time period.공시 • Nov 11+ 1 more updateKansai Paint Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Kansai Paint Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net sales of JPY 550,000 million, operating profit of JPY 45,000 million, profit attributable to owners of parent of JPY 57,000 million and basic earnings per share of JPY 251.27.Reported Earnings • Nov 10Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: JP¥39.05 (up from JP¥24.61 in 2Q 2023). Revenue: JP¥137.6b (up 5.6% from 2Q 2023). Net income: JP¥8.84b (up 49% from 2Q 2023). Profit margin: 6.4% (up from 4.5% in 2Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 1.5%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Buying Opportunity • Oct 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.0%. The fair value is estimated to be JP¥2,537, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 36%. Revenue is forecast to grow by 6.5% in 2 years. Earnings is forecast to decline by 39% in the next 2 years.Upcoming Dividend • Sep 21Upcoming dividend of JP¥18.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).New Risk • Aug 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 19% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥165 (vs JP¥25.18 in 1Q 2023)First quarter 2024 results: EPS: JP¥165 (up from JP¥25.18 in 1Q 2023). Revenue: JP¥136.4b (up 13% from 1Q 2023). Net income: JP¥37.6b (up 483% from 1Q 2023). Profit margin: 28% (up from 5.4% in 1Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.Major Estimate Revision • Jul 19Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥176 to JP¥197. Revenue forecast steady at JP¥552.0b. Net income forecast to grow 78% next year vs 2.5% growth forecast for Chemicals industry in Japan. Consensus price target broadly unchanged at JP¥2,439. Share price rose 4.3% to JP¥2,178 over the past week.매출 및 비용 세부 내역Kansai Paint가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.순이익 및 매출 추이TSE:4613 매출, 비용 및 순이익 (JPY Millions)날짜매출순이익일반관리비연구개발비31 Mar 26589,79531,641141,618031 Dec 25586,49135,371136,919030 Sep 25583,99138,808115,78910,03730 Jun 25588,04034,527136,387031 Mar 25588,82538,306113,65410,03731 Dec 24584,73546,083116,2819,09830 Sep 24582,32936,342113,1529,09830 Jun 24571,23841,373107,4759,09831 Mar 24562,27767,109104,0759,09831 Dec 23548,35662,350116,021030 Sep 23532,37559,27696,6507,62130 Jun 23525,05856,35493,4947,62131 Mar 23509,07025,19590,0777,62131 Dec 22490,63525,63888,7606,77630 Sep 22466,58927,40985,9276,77630 Jun 22441,87127,62983,2396,77631 Mar 22419,19026,52581,2656,77631 Dec 21411,26125,16881,3126,40030 Sep 21405,42727,23378,4176,40030 Jun 21384,29923,22377,3406,40031 Mar 21364,62020,02775,9056,40031 Dec 20360,33614,77776,0816,58230 Sep 20360,81212,95792,969030 Jun 20380,55516,47181,1176,58231 Mar 20406,88618,47784,2096,58231 Dec 19413,26616,87384,5336,54730 Sep 19420,47715,57585,4436,54730 Jun 19425,20617,45487,1106,54731 Mar 19427,42517,40588,3996,54731 Dec 18429,54416,56492,1436,59230 Sep 18425,63716,73093,0866,59230 Jun 18419,19915,92090,8936,59231 Mar 18401,97717,70185,4716,59231 Dec 17383,56323,49779,9415,29730 Sep 17359,82325,33073,8205,29730 Jun 17339,18824,98868,7315,29731 Mar 17330,23524,16866,3735,29731 Dec 16323,46730,21065,0045,04630 Sep 16319,54529,41662,7655,04630 Jun 16322,90928,00263,1765,04631 Mar 16328,11828,34364,1705,04631 Dec 15344,41623,34566,4715,32330 Sep 15355,15522,03068,1355,32330 Jun 15354,77322,09867,2715,323양질의 수익: 4613는 고품질 수익을 보유하고 있습니다.이익 마진 증가: 4613의 현재 순 이익률 (5.4%)은 지난해 (6.5%)보다 낮습니다.잉여현금흐름 대비 순이익 분석과거 순이익 성장 분석수익추이: 4613의 수익은 지난 5년 동안 연평균 10.1% 증가했습니다.성장 가속화: 4613은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.수익 대 산업: 4613은 지난 1년 동안 수익이 감소(-17.4%)하여 Chemicals 업계 평균(10.7%)과 비교하기 어렵습니다.자기자본이익률높은 ROE: 4613의 자본 수익률(9.1%)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 분석2026/05/26 08:22종가2026/05/26 00:00수익2026/03/31연간 수익2026/03/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 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 소스Kansai Paint Co., Ltd.는 13명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Takashi EnomotoBofA Global ResearchYuta NishiyamaCitigroup IncYifan ZhangCLSA10명의 분석가 더 보기
Reported Earnings • May 12Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥180 (down from JP¥202 in FY 2025). Revenue: JP¥589.8b (flat on FY 2025). Net income: JP¥31.6b (down 17% from FY 2025). Profit margin: 5.4% (down from 6.5% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year.
공시 • May 09+ 3 more updatesKansai Paint Co., Ltd. to Report Q2, 2027 Results on Nov 06, 2026Kansai Paint Co., Ltd. announced that they will report Q2, 2027 results on Nov 06, 2026
Reported Earnings • Feb 10Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥78.35 (down from JP¥94.82 in 3Q 2025). Revenue: JP¥153.2b (up 1.7% from 3Q 2025). Net income: JP¥13.8b (down 20% from 3Q 2025). Profit margin: 9.0% (down from 11% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 92%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
분석 기사 • Nov 21Kansai Paint's (TSE:4613) Profits May Not Reveal Underlying IssuesKansai Paint Co., Ltd.'s ( TSE:4613 ) healthy profit numbers didn't contain any surprises for investors. We believe...
Reported Earnings • Nov 08Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥43.75 (up from JP¥19.85 in 2Q 2025). Revenue: JP¥144.5b (down 2.8% from 2Q 2025). Net income: JP¥7.71b (up 102% from 2Q 2025). Profit margin: 5.3% (up from 2.6% in 2Q 2025). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 9% per year.
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥48.13 (vs JP¥57.45 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.13 (down from JP¥57.45 in 1Q 2025). Revenue: JP¥144.7b (flat on 1Q 2025). Net income: JP¥8.48b (down 29% from 1Q 2025). Profit margin: 5.9% (down from 8.2% in 1Q 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Major Estimate Revision • May 18Consensus EPS estimates increase by 15%, revenue downgradedThe consensus outlook for fiscal year 2027 has been updated. 2027 revenue forecast fell from JP¥624.2b to JP¥612.0b. EPS estimate rose from JP¥164 to JP¥189. Net income forecast to grow 14% next year vs 6.2% growth forecast for Chemicals industry in Japan. Consensus price target of JP¥2,685 unchanged from last update. Share price fell 2.9% to JP¥2,298 over the past week.
분석 기사 • May 13Earnings Update: Kansai Paint Co., Ltd. (TSE:4613) Just Reported Its Annual Results And Analysts Are Updating Their ForecastsShareholders might have noticed that Kansai Paint Co., Ltd. ( TSE:4613 ) filed its full-year result this time last...
Reported Earnings • May 12Full year 2026 earnings: EPS misses analyst expectationsFull year 2026 results: EPS: JP¥180 (down from JP¥202 in FY 2025). Revenue: JP¥589.8b (flat on FY 2025). Net income: JP¥31.6b (down 17% from FY 2025). Profit margin: 5.4% (down from 6.5% in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.0%. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year whereas the company’s share price has increased by 1% per year.
속보 • May 12Kansai Paint Sharpens Pay Targets and Doubles Dividend as Profit Guidance SlipsKansai Paint is revising and continuing its performance-linked stock compensation plan for directors, tying awards more tightly to its 2025 to 2027 medium-term targets. The company will fund a share trust with up to ¥900 million, with stock grants based on role and metrics such as sales, EBITDA, ROE and ESG ratings. Kansai Paint reported record net sales and EBITDA for the fifth consecutive year, led by growth in Africa and reforms in Europe, and issued FY2026 profit guidance that factors in planned extraordinary losses and a lower net profit forecast. For FY2026, Kansai Paint reported flat sales and a decline in operating and net profits, yet more than doubled its annual dividend and signaled an intention to keep that dividend level, while forecasting modest sales and operating profit growth and a drop in net profit in FY2027. The tighter link between stock-based pay and medium-term targets, alongside the dividend increase despite weaker earnings, shows management putting emphasis on both longer-term performance metrics and shareholder returns. You should weigh the commitment to sustained dividends and performance-linked incentives against the guidance for lower net profit and the impact of extraordinary losses on future earnings quality.
공시 • May 11Kansai Paint Co., Ltd., Annual General Meeting, Jun 26, 2026Kansai Paint Co., Ltd., Annual General Meeting, Jun 26, 2026.
공시 • May 09+ 3 more updatesKansai Paint Co., Ltd. to Report Q2, 2027 Results on Nov 06, 2026Kansai Paint Co., Ltd. announced that they will report Q2, 2027 results on Nov 06, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 41% and the cash payout ratio is 92%. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
분석 기사 • Feb 11Earnings Beat: Kansai Paint Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their ModelsIt's been a good week for Kansai Paint Co., Ltd. ( TSE:4613 ) shareholders, because the company has just released its...
Reported Earnings • Feb 10Third quarter 2026 earnings: EPS exceeds analyst expectationsThird quarter 2026 results: EPS: JP¥78.35 (down from JP¥94.82 in 3Q 2025). Revenue: JP¥153.2b (up 1.7% from 3Q 2025). Net income: JP¥13.8b (down 20% from 3Q 2025). Profit margin: 9.0% (down from 11% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 92%. Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 15% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Feb 06Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 9.4% to JP¥2,635. The fair value is estimated to be JP¥2,189, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 1.9% per annum over the same time period.
분석 기사 • Jan 15Kansai Paint Co., Ltd.'s (TSE:4613) Share Price Is Matching Sentiment Around Its EarningsKansai Paint Co., Ltd.'s ( TSE:4613 ) price-to-earnings (or "P/E") ratio of 11.5x might make it look like a buy right...
Buy Or Sell Opportunity • Jan 08Now 20% undervaluedThe stock has been flat over the last 90 days, currently trading at JP¥2,485. The fair value is estimated to be JP¥3,112, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.3% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 3.3% per annum. Earnings are also forecast to grow by 1.5% per annum over the same time period.
분석 기사 • Dec 23A Look At The Fair Value Of Kansai Paint Co., Ltd. (TSE:4613)Key Insights Kansai Paint's estimated fair value is JP¥3,028 based on 2 Stage Free Cash Flow to Equity With JP¥2,454...
분석 기사 • Dec 02Kansai Paint (TSE:4613) Will Pay A Dividend Of ¥55.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend on the 30th of June, with...
Declared Dividend • Dec 02First half dividend of JP¥55.00 announcedShareholders will receive a dividend of JP¥55.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 4.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but not adequately covered by cash flows (92% cash payout ratio). The dividend has increased by an average of 19% 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 8.6% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 21Kansai Paint's (TSE:4613) Profits May Not Reveal Underlying IssuesKansai Paint Co., Ltd.'s ( TSE:4613 ) healthy profit numbers didn't contain any surprises for investors. We believe...
Reported Earnings • Nov 08Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2026 results: EPS: JP¥43.75 (up from JP¥19.85 in 2Q 2025). Revenue: JP¥144.5b (down 2.8% from 2Q 2025). Net income: JP¥7.71b (up 102% from 2Q 2025). Profit margin: 5.3% (up from 2.6% in 2Q 2025). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 5.6%. Revenue is forecast to grow 3.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 9% per year.
Buy Or Sell Opportunity • Sep 29Now 20% undervaluedOver the last 90 days, the stock has risen 24% to JP¥2,415. The fair value is estimated to be JP¥3,025, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 3.2% per annum over the same time period.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥55.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 03 December 2025. Payout ratio is a comfortable 26% but the company is paying out more than the cash it is generating. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.6%).
분석 기사 • Sep 22Kansai Paint (TSE:4613) Has Announced That It Will Be Increasing Its Dividend To ¥55.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will be paying its dividend of ¥55.00 on the 3rd...
Buy Or Sell Opportunity • Aug 25Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 21% to JP¥2,556. The fair value is estimated to be JP¥2,128, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.0% over the last 3 years. Earnings per share has grown by 19%. For the next 3 years, revenue is forecast to grow by 2.9% per annum. Earnings are also forecast to grow by 2.7% per annum over the same time period.
분석 기사 • Aug 13Kansai Paint (TSE:4613) Will Pay A Larger Dividend Than Last Year At ¥55.00Kansai Paint Co., Ltd.'s ( TSE:4613 ) dividend will be increasing from last year's payment of the same period to ¥55.00...
분석 기사 • Aug 12Kansai Paint Co., Ltd. (TSE:4613) Just Reported First-Quarter Earnings: Have Analysts Changed Their Mind On The Stock?TSE:4613 1 Year Share Price vs Fair Value Explore Kansai Paint's Fair Values from the Community and select yours...
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥48.13 (vs JP¥57.45 in 1Q 2025)First quarter 2026 results: EPS: JP¥48.13 (down from JP¥57.45 in 1Q 2025). Revenue: JP¥144.7b (flat on 1Q 2025). Net income: JP¥8.48b (down 29% from 1Q 2025). Profit margin: 5.9% (down from 8.2% in 1Q 2025). Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
분석 기사 • Jul 29Lacklustre Performance Is Driving Kansai Paint Co., Ltd.'s (TSE:4613) Low P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Kansai...
Declared Dividend • Jul 09Final dividend of JP¥28.00 announcedShareholders will receive a dividend of JP¥28.00. Ex-date: 29th September 2025 Payment date: 3rd December 2025 Dividend yield will be 2.8%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (25% earnings payout ratio) but not covered by cash flows (102% cash payout ratio). The dividend has increased by an average of 11% 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 11% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • May 22Kansai Paint's (TSE:4613) Anemic Earnings Might Be Worse Than You ThinkThe market wasn't impressed with the soft earnings from Kansai Paint Co., Ltd. ( TSE:4613 ) recently. Our analysis has...
New Risk • May 18New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 102% Dividend yield: 2.7% 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. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 1.3% per year for the foreseeable future. Minor Risks Dividend is not well covered by cash flows (102% cash payout ratio). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (6.5% net profit margin).
Reported Earnings • May 13Full year 2025 earnings: EPS misses analyst expectationsFull year 2025 results: EPS: JP¥202 (down from JP¥299 in FY 2024). Revenue: JP¥588.8b (up 4.7% from FY 2024). Net income: JP¥38.3b (down 43% from FY 2024). Profit margin: 6.5% (down from 12% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 4.7%. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
공시 • May 12+ 2 more updatesKansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2025Kansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2025.
분석 기사 • Apr 15Is Kansai Paint (TSE:4613) A Risky Investment?Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
공시 • Apr 11Kansai Paint Co., Ltd. Announces Resignation of Nishibayashi Hitoshi as Representative Director and Director, Effective April 11, 2025On 11th April 2025 Kansai Paint Co., Ltd. announced NISHIBAYASHI Hitoshi, Representative Director of the Board and Senior Managing Executive Officer of the Company, tendered his resignation as Representative Director and Director for health reasons, and Board of Directors has accepted it. Next position: Corporate Advisor. Current position: Representative Director of the Board, Senior Managing Executive Officer, Head of Business Unit and Head of Europe Business Segment. Effective date: 11th April 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%).
분석 기사 • Mar 14Kansai Paint (TSE:4613) Is Paying Out A Dividend Of ¥22.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend of ¥22.00 per share on the...
공시 • Mar 04+ 3 more updatesKansai Paint Co., Ltd. to Report Q3, 2026 Results on Feb 09, 2026Kansai Paint Co., Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026
분석 기사 • Feb 28Kansai Paint (TSE:4613) Has Affirmed Its Dividend Of ¥22.00Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend of ¥22.00 per share on the 30th of June...
공시 • Feb 27Kansai Paint Co., Ltd. Appoints Takahara Shigeki as Director of the Board, Effective from April 1, 2025Kansai Paint Co., Ltd. appointed TAKAHARA Shigeki as Director of the Board from the present post Representative Director of the Board, Vice President, Executive Officer, effective from April 1, 2025.
분석 기사 • Feb 11Kansai Paint's (TSE:4613) Dividend Will Be ¥22.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend on the 30th of June, with...
New Risk • Feb 08New minor risk - Earnings qualityThe company has large one-off items impacting its financial results. One-off items were 39% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 8.0% per year for the foreseeable future. Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (7.9% net profit margin).
Reported Earnings • Feb 08Third quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindThird quarter 2025 results: EPS: JP¥94.82 (up from JP¥33.10 in 3Q 2024). Revenue: JP¥150.7b (up 1.6% from 3Q 2024). Net income: JP¥17.2b (up 130% from 3Q 2024). Profit margin: 11% (up from 5.1% in 3Q 2024). Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) exceeded analyst estimates by 42%. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
공시 • Feb 08Kansai Paint Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Kansai Paint Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 580,000 million compared to previous guidance of JPY 610,000 million, operating income of JPY 52,000 million compared to previous guidance of JPY 56,000 million, Net income attributable to owners of parent of JPY 40,000 million compared to previous guidance of JPY 40,000 million and basic earnings per share of JPY JPY 210.70 million compared to previous guidance of 207.44.
분석 기사 • Feb 03The Market Doesn't Like What It Sees From Kansai Paint Co., Ltd.'s (TSE:4613) Earnings YetWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Kansai...
Buy Or Sell Opportunity • Jan 28Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥2,109. The fair value is estimated to be JP¥2,638, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are forecast to decline by 1.8% per annum over the same time period.
Buy Or Sell Opportunity • Jan 10Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 15% to JP¥2,116. The fair value is estimated to be JP¥2,666, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings are forecast to decline by 1.8% per annum over the same time period.
분석 기사 • Dec 18Kansai Paint's (TSE:4613) Dividend Will Be ¥22.00The board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will pay a dividend on the 30th of June, with...
분석 기사 • Dec 04Kansai Paint's (TSE:4613) Dividend Will Be ¥22.00Kansai Paint Co., Ltd.'s ( TSE:4613 ) investors are due to receive a payment of ¥22.00 per share on 30th of June. This...
Declared Dividend • Dec 04First half dividend of JP¥22.00 announcedDividend of JP¥22.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 2.0%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (33% cash payout ratio). The dividend has increased by an average of 12% 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 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
분석 기사 • Nov 20Kansai Paint's (TSE:4613) Weak Earnings May Only Reveal A Part Of The Whole PictureThe market wasn't impressed with the soft earnings from Kansai Paint Co., Ltd. ( TSE:4613 ) recently. Our analysis has...
분석 기사 • Nov 14Kansai Paint Co., Ltd. Just Missed EPS By 52%: Here's What Analysts Think Will Happen NextIt's been a sad week for Kansai Paint Co., Ltd. ( TSE:4613 ), who've watched their investment drop 13% to JP¥2,094 in...
Buy Or Sell Opportunity • Nov 11Now 20% undervalued after recent price dropOver the last 90 days, the stock has fallen 12% to JP¥2,208. The fair value is estimated to be JP¥2,762, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 34%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are forecast to decline by 1.2% per annum over the same time period.
Reported Earnings • Nov 09Second quarter 2025 earnings: EPS misses analyst expectationsSecond quarter 2025 results: EPS: JP¥19.85 (down from JP¥39.05 in 2Q 2024). Revenue: JP¥148.7b (up 8.1% from 2Q 2024). Net income: JP¥3.81b (down 57% from 2Q 2024). Profit margin: 2.6% (down from 6.4% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 52%. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
분석 기사 • Nov 05Estimating The Fair Value Of Kansai Paint Co., Ltd. (TSE:4613)Key Insights Kansai Paint's estimated fair value is JP¥2,901 based on 2 Stage Free Cash Flow to Equity Kansai Paint's...
분석 기사 • Oct 11Kansai Paint Co., Ltd. (TSE:4613) Looks Inexpensive But Perhaps Not Attractive EnoughWith a price-to-earnings (or "P/E") ratio of 11.3x Kansai Paint Co., Ltd. ( TSE:4613 ) may be sending bullish signals...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥22.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 04 December 2024. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (2.4%).
분석 기사 • Sep 19Does Kansai Paint (TSE:4613) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Reported Earnings • Aug 12First quarter 2025 earnings: EPS exceeds analyst expectationsFirst quarter 2025 results: EPS: JP¥57.45 (down from JP¥165 in 1Q 2024). Revenue: JP¥145.4b (up 6.6% from 1Q 2024). Net income: JP¥11.9b (down 68% from 1Q 2024). Profit margin: 8.2% (down from 28% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 30%. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
New Risk • Jul 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 18% per year for the foreseeable future. Minor Risks Share price has been volatile over the past 3 months (5.2% average weekly change). Large one-off items impacting financial results.
Declared Dividend • Jul 11Final dividend of JP¥22.00 announcedShareholders will receive a dividend of JP¥22.00. Ex-date: 27th September 2024 Payment date: 4th December 2024 Dividend yield will be 1.7%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (12% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 12% 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 26% over the next 3 years. However, it would need to fall by 87% to increase the payout ratio to a potentially unsustainable range.
분석 기사 • Jun 21A Look At The Fair Value Of Kansai Paint Co., Ltd. (TSE:4613)Key Insights Kansai Paint's estimated fair value is JP¥2,480 based on 2 Stage Free Cash Flow to Equity Current share...
분석 기사 • Jun 06Kansai Paint (TSE:4613) Seems To Use Debt Rather SparinglyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
공시 • May 31Kansai Paint Co., Ltd. (TSE:4613) announces an Equity Buyback for 40,000,000 shares, representing 19.01% for ¥80,000 million.Kansai Paint Co., Ltd. (TSE:4613) announces a share repurchase program. Under the program, the company will repurchase up to 40,000,000 shares, representing 19.01% of its issued share capital (excluding treasury stock), for ¥80,000 million. The purpose of the program is to improve capital efficiency and expand shareholder returns. Repurchased shares will be cancelled. The program will run until May 30, 2025. As of April 30, 2024, the company had 210,420,958 shares in issue (excluding treasury stock) and 512 shares in treasury.
Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥2,620, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 13x in the Chemicals industry in Japan. Total loss to shareholders of 4.8% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,333 per share.
분석 기사 • May 22There May Be Underlying Issues With The Quality Of Kansai Paint's (TSE:4613) EarningsKansai Paint Co., Ltd. ( TSE:4613 ) just reported some strong earnings, and the market reacted accordingly with a...
Price Target Changed • May 12Price target decreased by 7.7% to JP¥2,503Down from JP¥2,712, the current price target is an average from 8 analysts. New target price is 20% above last closing price of JP¥2,083. Stock is down 2.2% over the past year. The company is forecast to post earnings per share of JP¥162 for next year compared to JP¥299 last year.
공시 • May 11Kansai Paint Co., Ltd approves to Pay Dividends of Surplus, Payable June 28, 2024Kansai Paint Co., Ltd. announced that it has resolved, at a meeting of the Board of Directors held on May 10, 2024, to pay dividends of surplus with a record date of March 31, 2024. The details are described below. Further, this resolution is to be proposed at the general meeting of shareholders to be held on June 27, 2024. Dividend Per share: JPY 22.00. Effective date June 28, 2024. Total amount of dividends JPY 4,629 million .Record date: March 31, 2024.
분석 기사 • May 02Lacklustre Performance Is Driving Kansai Paint Co., Ltd.'s (TSE:4613) Low P/EWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 15x, you may consider Kansai...
분석 기사 • Apr 14With EPS Growth And More, Kansai Paint (TSE:4613) Makes An Interesting CaseInvestors are often guided by the idea of discovering 'the next big thing', even if that means buying 'story stocks...
분석 기사 • Mar 27Kansai Paint's (TSE:4613) Shareholders Will Receive A Bigger Dividend Than Last YearKansai Paint Co., Ltd. ( TSE:4613 ) will increase its dividend from last year's comparable payment on the 1st of July...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%).
공시 • Mar 15Kansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2024Kansai Paint Co., Ltd., Annual General Meeting, Jun 27, 2024.
분석 기사 • Mar 13Kansai Paint (TSE:4613) Has Announced That It Will Be Increasing Its Dividend To ¥20.00Kansai Paint Co., Ltd.'s ( TSE:4613 ) dividend will be increasing from last year's payment of the same period to ¥20.00...
공시 • Mar 13+ 3 more updatesKansai Paint Co., Ltd. to Report Q3, 2025 Results on Feb 07, 2025Kansai Paint Co., Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025
공시 • Feb 28Kansai Paint Co., Ltd. Announces Management Changes, Effective April 1, 2024Kansai Paint Co., Ltd. announced that the Company determined the increase of representative at the meeting of the Board. Detail of the change: Scheduled date of the change is April 1, 2024. Representative Director and Senior Managing Executive Officer, and Chief of International Business Unit is NISHIBAYASHI Hitoshi (Present post - Director of the Board, Managing Executive Officer, and Chief of International Business Unit). Career of the new representative director, etc.: Born on May 31, 1963 . Career: April 1987 - Joined Kansai Paint, April 2015 - Deputy Head of Automotive Refinish, Decorative and Protective Coatings Business Div., April 2019 - Executive Officer, and Deputy General Manager of Corporate Business Development Div., June 2020 - Director of the Board, Managing Executive Officer, and Head of International Business Unit., July 2020 - Director of the Board, and Managing Executive Officer in charge of Corporate Planning & Finance, April 2021- Director of the Board, Managing Executive Officer, and Chief of International Business Unit (current).
분석 기사 • Feb 27Kansai Paint's (TSE:4613) Upcoming Dividend Will Be Larger Than Last Year'sThe board of Kansai Paint Co., Ltd. ( TSE:4613 ) has announced that it will be paying its dividend of ¥20.00 on the 1st...
공시 • Feb 22Kansai Paint Co., Ltd. (TSE:4613) announces an Equity Buyback for 20,000,000 shares, representing 8.78% for ¥40,000 million.Kansai Paint Co., Ltd. (TSE:4613) announces a share repurchase program. Under the program, the company will repurchase up to 20,000,000 shares, representing 8.78% of its issued share capital (excluding treasury stock), for ¥40,000 million. The purpose of the program is improving capital efficiency such as ROE and net income per share (EPS) and increasing shareholder returns. Repurchased shares will be cancelled. The program will run until February 21, 2025. As of January 31, 2024, the company had 227,887,041 shares in issue (excluding treasury stock) and 10,736,229 shares in treasury.
Reported Earnings • Feb 10Third quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behindThird quarter 2024 results: EPS: JP¥33.10 (up from JP¥18.87 in 3Q 2023). Revenue: JP¥148.3b (up 12% from 3Q 2023). Net income: JP¥7.49b (up 70% from 3Q 2023). Profit margin: 5.1% (up from 3.3% in 3Q 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) missed analyst estimates by 24%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
공시 • Feb 08+ 1 more updateKansai Paint Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Kansai Paint Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net sales of JPY 560,000 million, operating profit of JPY 50,000 million, profit attributable to owners of parent of JPY 64,000 million and basic earnings per share of JPY 282.12.
Buy Or Sell Opportunity • Feb 01Now 20% undervaluedOver the last 90 days, the stock has risen 11% to JP¥2,467. The fair value is estimated to be JP¥3,085, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 44%. For the next 3 years, revenue is forecast to grow by 4.9% per annum. Earnings are forecast to decline by 19% per annum over the same time period.
공시 • Nov 11+ 1 more updateKansai Paint Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2024Kansai Paint Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2024. For the year, the company expects net sales of JPY 550,000 million, operating profit of JPY 45,000 million, profit attributable to owners of parent of JPY 57,000 million and basic earnings per share of JPY 251.27.
Reported Earnings • Nov 10Second quarter 2024 earnings: EPS exceeds analyst expectations while revenues lag behindSecond quarter 2024 results: EPS: JP¥39.05 (up from JP¥24.61 in 2Q 2023). Revenue: JP¥137.6b (up 5.6% from 2Q 2023). Net income: JP¥8.84b (up 49% from 2Q 2023). Profit margin: 6.4% (up from 4.5% in 2Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates by 1.5%. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Buying Opportunity • Oct 04Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 5.0%. The fair value is estimated to be JP¥2,537, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 36%. Revenue is forecast to grow by 6.5% in 2 years. Earnings is forecast to decline by 39% in the next 2 years.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥18.00 per share at 1.6% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 04 December 2023. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%).
New Risk • Aug 09New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 19% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 19% per year for the foreseeable future. Minor Risk Large one-off items impacting financial results.
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥165 (vs JP¥25.18 in 1Q 2023)First quarter 2024 results: EPS: JP¥165 (up from JP¥25.18 in 1Q 2023). Revenue: JP¥136.4b (up 13% from 1Q 2023). Net income: JP¥37.6b (up 483% from 1Q 2023). Profit margin: 28% (up from 5.4% in 1Q 2023). Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has remained flat, which means it is significantly lagging earnings.
Major Estimate Revision • Jul 19Consensus EPS estimates increase by 12%The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate increased from JP¥176 to JP¥197. Revenue forecast steady at JP¥552.0b. Net income forecast to grow 78% next year vs 2.5% growth forecast for Chemicals industry in Japan. Consensus price target broadly unchanged at JP¥2,439. Share price rose 4.3% to JP¥2,178 over the past week.