Reported Earnings • May 18
Full year 2026 earnings released: EPS: JP¥73.18 (vs JP¥88.72 in FY 2025) Full year 2026 results: EPS: JP¥73.18 (down from JP¥88.72 in FY 2025). Revenue: JP¥77.4b (up 4.8% from FY 2025). Net income: JP¥1.21b (down 18% from FY 2025). Profit margin: 1.6% (down from 2.0% in FY 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. 공시 • May 14
Fumakilla Limited, Annual General Meeting, Jun 26, 2026 Fumakilla Limited, Annual General Meeting, Jun 26, 2026. 공시 • May 09
Fumakilla Limited to Report Fiscal Year 2026 Results on May 14, 2026 Fumakilla Limited announced that they will report fiscal year 2026 results on May 14, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥24.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 20% but the company is not cash flow positive. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.3%). New Risk • Feb 28
New major risk - Revenue and earnings growth Earnings have declined by 6.0% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 6.0% per year over the past 5 years. Minor Risk Paying a dividend despite having no free cash flows. Reported Earnings • Feb 11
Third quarter 2026 earnings released: JP¥45.02 loss per share (vs JP¥32.22 loss in 3Q 2025) Third quarter 2026 results: JP¥45.02 loss per share (further deteriorated from JP¥32.22 loss in 3Q 2025). Revenue: JP¥14.8b (up 15% from 3Q 2025). Net loss: JP¥742.0m (loss widened 40% from 3Q 2025). Revenue is forecast to grow 4.4% 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 36% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Declared Dividend • Jan 08
Dividend of JP¥24.00 announced Shareholders will receive a dividend of JP¥24.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 2.1%, which is lower than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (18% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover. 공시 • Jan 07
Fumakilla Limited announces Annual dividend, payable on June 30, 2026 Fumakilla Limited announced Annual dividend of JPY 24.0000 per share payable on June 30, 2026, ex-date on March 30, 2026 and record date on March 31, 2026. Reported Earnings • Nov 12
Second quarter 2026 earnings released: EPS: JP¥48.30 (vs JP¥2.00 in 2Q 2025) Second quarter 2026 results: EPS: JP¥48.30 (up from JP¥2.00 in 2Q 2025). Revenue: JP¥19.3b (down 1.6% from 2Q 2025). Net income: JP¥796.0m (up JP¥763.0m from 2Q 2025). Profit margin: 4.1% (up from 0.2% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.8% 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 37% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. 공시 • Oct 02
Fumakilla Limited to Report Q2, 2026 Results on Nov 10, 2025 Fumakilla Limited announced that they will report Q2, 2026 results on Nov 10, 2025 Reported Earnings • Aug 10
First quarter 2026 earnings released: EPS: JP¥32.16 (vs JP¥43.02 in 1Q 2025) First quarter 2026 results: EPS: JP¥32.16 (down from JP¥43.02 in 1Q 2025). Revenue: JP¥20.8b (flat on 1Q 2025). Net income: JP¥530.0m (down 25% from 1Q 2025). Profit margin: 2.5% (down from 3.4% in 1Q 2025). Revenue is forecast to grow 4.3% 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 33% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. 공시 • Jun 29
Fumakilla Limited to Report Q1, 2026 Results on Aug 08, 2025 Fumakilla Limited announced that they will report Q1, 2026 results on Aug 08, 2025 Reported Earnings • May 18
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥88.72 (up from JP¥83.56 in FY 2024). Revenue: JP¥73.9b (up 9.1% from FY 2024). Net income: JP¥1.46b (up 6.2% from FY 2024). Profit margin: 2.0% (in line with FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 11%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 4.6% 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 remained flat, which means it is significantly lagging earnings. 공시 • May 14
Fumakilla Limited, Annual General Meeting, Jun 27, 2025 Fumakilla Limited, Annual General Meeting, Jun 27, 2025. 공시 • May 01
Fumakilla Limited to Report Fiscal Year 2025 Results on May 14, 2025 Fumakilla Limited announced that they will report fiscal year 2025 results on May 14, 2025 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥22.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 28 June 2025. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (2.6%). Reported Earnings • Feb 12
Third quarter 2025 earnings released: JP¥32.22 loss per share (vs JP¥52.18 loss in 3Q 2024) Third quarter 2025 results: JP¥32.22 loss per share (improved from JP¥52.18 loss in 3Q 2024). Revenue: JP¥12.9b (down 2.7% from 3Q 2024). Net loss: JP¥531.0m (loss narrowed 38% from 3Q 2024). Revenue is forecast to grow 6.2% 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 20% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. 공시 • Jan 17
Fumakilla Limited to Report Q3, 2025 Results on Feb 10, 2025 Fumakilla Limited announced that they will report Q3, 2025 results on Feb 10, 2025 Reported Earnings • Nov 10
Second quarter 2025 earnings released: EPS: JP¥2.00 (vs JP¥24.33 in 2Q 2024) Second quarter 2025 results: EPS: JP¥2.00 (down from JP¥24.33 in 2Q 2024). Revenue: JP¥19.6b (up 9.7% from 2Q 2024). Net income: JP¥33.0m (down 92% from 2Q 2024). Profit margin: 0.2% (down from 2.2% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% 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 2% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. 공시 • Sep 28
Fumakilla Limited to Report Q2, 2025 Results on Nov 08, 2024 Fumakilla Limited announced that they will report Q2, 2025 results on Nov 08, 2024 Reported Earnings • Aug 13
First quarter 2025 earnings released: EPS: JP¥43.02 (vs JP¥30.10 in 1Q 2024) First quarter 2025 results: EPS: JP¥43.02 (up from JP¥30.10 in 1Q 2024). Revenue: JP¥20.9b (up 9.0% from 1Q 2024). Net income: JP¥709.0m (up 43% from 1Q 2024). Profit margin: 3.4% (up from 2.6% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 10% per year whereas the company’s share price has fallen by 8% per year. 공시 • Jun 30
Fumakilla Limited to Report Q1, 2025 Results on Aug 09, 2024 Fumakilla Limited announced that they will report Q1, 2025 results on Aug 09, 2024 Major Estimate Revision • Jun 22
Consensus EPS estimates fall by 13%, revenue upgraded The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast increased from JP¥69.4b to JP¥75.0b. EPS estimate fell from JP¥115 to JP¥100 per share. Net income forecast to grow 20% next year vs 11% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥1,365 to JP¥1,500. Share price was steady at JP¥1,198 over the past week. Price Target Changed • Jun 21
Price target increased by 14% to JP¥1,500 Up from JP¥1,320, the current price target is provided by 1 analyst. New target price is 25% above last closing price of JP¥1,198. Stock is up 5.7% over the past year. The company is forecast to post earnings per share of JP¥100 for next year compared to JP¥83.55 last year. Reported Earnings • May 21
Full year 2024 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2024 results: EPS: JP¥83.55 (up from JP¥40.53 in FY 2023). Revenue: JP¥67.7b (up 9.7% from FY 2023). Net income: JP¥1.38b (up 106% from FY 2023). Profit margin: 2.0% (up from 1.1% in FY 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.0%. Earnings per share (EPS) missed analyst estimates by 8.2%. Revenue is forecast to grow 2.7% p.a. on average during the next 2 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 fallen by 28% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. New Risk • May 21
New major risk - Revenue and earnings growth Earnings have declined by 3.2% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 3.2% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. 공시 • May 17
Fumakilla Limited, Annual General Meeting, Jun 27, 2024 Fumakilla Limited, Annual General Meeting, Jun 27, 2024. 공시 • Mar 28
Fumakilla Limited to Report Fiscal Year 2024 Results on May 15, 2024 Fumakilla Limited announced that they will report fiscal year 2024 results on May 15, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥22.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.1%). Reported Earnings • Feb 10
Third quarter 2024 earnings released: JP¥52.18 loss per share (vs JP¥81.55 loss in 3Q 2023) Third quarter 2024 results: JP¥52.18 loss per share (improved from JP¥81.55 loss in 3Q 2023). Revenue: JP¥13.2b (up 12% from 3Q 2023). Net loss: JP¥860.0m (loss narrowed 36% from 3Q 2023). Revenue is forecast to grow 3.6% 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 fallen by 48% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Reported Earnings • Feb 10
Third quarter 2024 earnings released: JP¥52.18 loss per share (vs JP¥81.55 loss in 3Q 2023) Third quarter 2024 results: JP¥52.18 loss per share (improved from JP¥81.55 loss in 3Q 2023). Revenue: JP¥13.2b (up 12% from 3Q 2023). Net loss: JP¥860.0m (loss narrowed 36% from 3Q 2023). Revenue is forecast to grow 3.6% 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 fallen by 48% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. 공시 • Jan 31
Fumakilla Limited to Report Q3, 2024 Results on Feb 09, 2024 Fumakilla Limited announced that they will report Q3, 2024 results on Feb 09, 2024 Reported Earnings • Nov 11
Second quarter 2024 earnings released: EPS: JP¥24.33 (vs JP¥7.34 in 2Q 2023) Second quarter 2024 results: EPS: JP¥24.33 (up from JP¥7.34 in 2Q 2023). Revenue: JP¥17.9b (up 12% from 2Q 2023). Net income: JP¥401.0m (up 231% from 2Q 2023). Profit margin: 2.2% (up from 0.8% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.4% 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 fallen by 58% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings. 공시 • Oct 05
Fumakilla Limited to Report Q2, 2024 Results on Nov 10, 2023 Fumakilla Limited announced that they will report Q2, 2024 results on Nov 10, 2023 Major Estimate Revision • Aug 25
Consensus EPS estimates fall by 17% The consensus outlook for fiscal year 2024 has been updated. 2024 EPS estimate fell from JP¥106 to JP¥88.00 per share. Revenue forecast steady at JP¥64.5b. Net income forecast to grow 117% next year vs 7.6% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥1,480 to JP¥1,320. Share price rose 2.5% to JP¥1,107 over the past week. Reported Earnings • Aug 12
First quarter 2024 earnings released: EPS: JP¥30.10 (vs JP¥28.03 in 1Q 2023) First quarter 2024 results: EPS: JP¥30.10 (up from JP¥28.03 in 1Q 2023). Revenue: JP¥19.2b (up 3.7% from 1Q 2023). Net income: JP¥496.0m (up 7.4% from 1Q 2023). Profit margin: 2.6% (in line with 1Q 2023). Revenue is forecast to grow 3.0% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 15% per year, which means it has not declined as severely as earnings. Buying Opportunity • Aug 10
Now 24% undervalued Over the last 90 days, the stock is up 3.5%. The fair value is estimated to be JP¥1,464, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 10% over the last 3 years. Earnings per share has declined by 40%. For the next 3 years, revenue is forecast to grow by 3.1% per annum. Earnings is also forecast to grow by 28% per annum over the same time period. 공시 • Jul 10
Fumakilla Limited to Report Q1, 2024 Results on Aug 10, 2023 Fumakilla Limited announced that they will report Q1, 2024 results on Aug 10, 2023 Reported Earnings • May 21
Full year 2023 earnings: EPS and revenues miss analyst expectations Full year 2023 results: EPS: JP¥40.53 (down from JP¥84.40 in FY 2022). Revenue: JP¥61.7b (up 17% from FY 2022). Net income: JP¥668.0m (down 52% from FY 2022). Profit margin: 1.1% (down from 2.6% in FY 2022). Revenue missed analyst estimates by 4.3%. Earnings per share (EPS) also missed analyst estimates by 33%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 3.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 40% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. 공시 • May 14
Fumakilla Limited, Annual General Meeting, May 15, 2023 Fumakilla Limited, Annual General Meeting, May 15, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥22.00 per share at 2.1% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%). Reported Earnings • Feb 17
Third quarter 2023 earnings released: JP¥81.54 loss per share (vs JP¥46.84 loss in 3Q 2022) Third quarter 2023 results: JP¥81.54 loss per share (further deteriorated from JP¥46.84 loss in 3Q 2022). Revenue: JP¥11.9b (up 32% from 3Q 2022). Net loss: JP¥1.34b (loss widened 74% from 3Q 2022). Revenue is forecast to grow 5.0% 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 fallen by 22% per year but the company’s share price has only fallen by 10% per year, which means it has not declined as severely as earnings. 공시 • Dec 31
Fumakilla Limited to Report Q3, 2023 Results on Feb 10, 2023 Fumakilla Limited announced that they will report Q3, 2023 results on Feb 10, 2023 Major Estimate Revision • Dec 23
Consensus forecasts updated The consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥63.0b to JP¥64.5b. EPS estimate fell from JP¥77.10 to JP¥60.70 per share. Net income forecast to grow 82% next year vs 0.7% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥1,310 to JP¥1,200. Share price was steady at JP¥1,034 over the past week. Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥7.34 (vs JP¥4.19 in 2Q 2022) Second quarter 2023 results: EPS: JP¥7.34 (up from JP¥4.19 in 2Q 2022). Revenue: JP¥16.0b (up 48% from 2Q 2022). Net income: JP¥121.0m (up 75% from 2Q 2022). Profit margin: 0.8% (up from 0.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% 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 2% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. No independent directors (11 non-independent directors). General Manager of Production Division, Manager of Hiroshima Plant and Director Hiroaki Inoue was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Nov 13
Second quarter 2023 earnings released: EPS: JP¥7.34 (vs JP¥4.19 in 2Q 2022) Second quarter 2023 results: EPS: JP¥7.34 (up from JP¥4.19 in 2Q 2022). Revenue: JP¥16.0b (up 48% from 2Q 2022). Net income: JP¥121.0m (up 75% from 2Q 2022). Profit margin: 0.8% (up from 0.6% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. 공시 • Sep 03
Fumakilla Limited to Report Q2, 2023 Results on Nov 11, 2022 Fumakilla Limited announced that they will report Q2, 2023 results on Nov 11, 2022 Major Estimate Revision • Aug 30
Consensus EPS estimates fall by 19% The consensus outlook for earnings per share (EPS) in 2023 has deteriorated. 2023 revenue forecast decreased from JP¥64.5b to JP¥63.0b. EPS estimate also fell from JP¥94.70 per share to JP¥77.10 per share. Net income forecast to grow 104% next year vs 2.5% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥1,520 to JP¥1,310. Share price was steady at JP¥1,095 over the past week. Reported Earnings • Aug 11
First quarter 2023 earnings released: EPS: JP¥28.03 (vs JP¥69.66 in 1Q 2022) First quarter 2023 results: EPS: JP¥28.03 (down from JP¥69.66 in 1Q 2022). Revenue: JP¥18.5b (up 6.8% from 1Q 2022). Net income: JP¥462.0m (down 60% from 1Q 2022). Profit margin: 2.5% (down from 6.6% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 21%, compared to a 9.2% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. 공시 • Jul 02
Fumakilla Limited to Report Q1, 2023 Results on Aug 09, 2022 Fumakilla Limited announced that they will report Q1, 2023 results on Aug 09, 2022 Major Estimate Revision • Jun 09
Consensus forecasts updated The consensus outlook for 2023 has been updated. 2023 revenue forecast increased from JP¥54.5b to JP¥64.5b. EPS estimate fell from JP¥98.90 to JP¥94.70. Net income forecast to grow 12% next year vs 6.0% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥1,700 to JP¥1,520. Share price rose 6.8% to JP¥1,226 over the past week. 공시 • May 18
Fumakilla Limited, Annual General Meeting, Jun 24, 2022 Fumakilla Limited, Annual General Meeting, Jun 24, 2022. Reported Earnings • May 16
Full year 2022 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2022 results: EPS: JP¥84.40 (down from JP¥141 in FY 2021). Revenue: JP¥52.7b (up 8.6% from FY 2021). Net income: JP¥1.39b (down 40% from FY 2021). Profit margin: 2.6% (down from 4.8% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) missed analyst estimates by 16%. Over the next year, revenue is forecast to grow 3.4%, compared to a 7.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Price Target Changed • Apr 27
Price target decreased to JP¥1,700 Down from JP¥2,120, the current price target is provided by 1 analyst. New target price is 54% above last closing price of JP¥1,101. Stock is down 28% over the past year. The company is forecast to post earnings per share of JP¥100 for next year compared to JP¥141 last year. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. No independent directors (9 non-independent directors). General Manager of Production Division, Manager of Hiroshima Plant and Director Hiroaki Inoue was the last director to join the board, commencing their role in 2013. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. 공시 • Apr 08
Fumakilla Limited to Report Fiscal Year 2022 Results on May 13, 2022 Fumakilla Limited announced that they will report fiscal year 2022 results on May 13, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 27 June 2022. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.6%). Major Estimate Revision • Mar 17
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 revenue forecast increased from JP¥49.5b to JP¥52.0b. EPS estimate fell from JP¥118 to JP¥100 per share. Net income forecast to grow 42% next year vs 2.4% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥2,120 to JP¥1,700. Share price rose 2.8% to JP¥1,107 over the past week. Reported Earnings • Feb 10
Third quarter 2022 earnings: EPS and revenues miss analyst expectations Third quarter 2022 results: JP¥46.84 loss per share (down from JP¥0.36 loss in 3Q 2021). Revenue: JP¥9.01b (up 18% from 3Q 2021). Net loss: JP¥772.0m (loss widened JP¥766.0m from 3Q 2021). Revenue missed analyst estimates by 2.0%. Earnings per share (EPS) were also behind analyst expectations. Over the next year, revenue is forecast to stay flat compared to a 6.5% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. 공시 • Dec 24
Fumakilla Limited (TSE:4998) agreed to acquire 80% stake in Zapi Industrie Chimiche Spa. Fumakilla Limited (TSE:4998) agreed to acquire 80% stake in Zapi Industrie Chimiche Spa on December 22, 2021. Fumakilla Limited will acquire 20,400 shares of Zapi owned by an individual and make the company a subsidiary. Major Estimate Revision • Dec 09
Consensus EPS estimates fall to JP¥118 The consensus outlook for earnings per share (EPS) in 2022 has deteriorated. 2022 revenue forecast decreased from JP¥51.0b to JP¥49.5b. EPS estimate also fell from JP¥137 to JP¥118. Net income forecast to grow 5.6% next year vs 1.9% growth forecast for Chemicals industry in Japan. Consensus price target down from JP¥2,580 to JP¥2,120. Share price rose 2.3% to JP¥1,148 over the past week. Price Target Changed • Dec 08
Price target decreased to JP¥2,120 Down from JP¥2,530, the current price target is provided by 1 analyst. New target price is 82% above last closing price of JP¥1,165. Stock is down 24% over the past year. The company is forecast to post earnings per share of JP¥118 for next year compared to JP¥141 last year. Reported Earnings • Nov 15
Second quarter 2022 earnings released: EPS JP¥4.19 (vs JP¥10.80 in 2Q 2021) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥10.8b (down 3.6% from 2Q 2021). Net income: JP¥69.0m (down 61% from 2Q 2021). Profit margin: 0.6% (down from 1.6% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 53% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Reported Earnings • Aug 09
First quarter 2022 earnings released: EPS JP¥69.65 (vs JP¥87.49 in 1Q 2021) The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2022 results: Revenue: JP¥17.3b (up 11% from 1Q 2021). Net income: JP¥1.15b (down 20% from 1Q 2021). Profit margin: 6.6% (down from 9.3% in 1Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. Major Estimate Revision • Jun 09
Consensus forecasts updated The consensus outlook for 2022 has been updated. 2022 EPS estimate fell from JP¥155 to JP¥137. Revenue forecast unchanged from JP¥50.0b at last update. Net income forecast to shrink 3.1% next year vs 16% growth forecast for Chemicals industry in Japan . Consensus price target down from JP¥2,940 to JP¥2,530. Share price was steady at JP¥1,450 over the past week. Price Target Changed • Jun 08
Price target decreased to JP¥2,530 Down from JP¥2,860, the current price target is provided by 1 analyst. New target price is 75% above last closing price of JP¥1,443. Stock is down 27% over the past year. Reported Earnings • May 14
Full year 2021 earnings released: EPS JP¥141 (vs JP¥46.72 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥48.5b (up 9.1% from FY 2020). Net income: JP¥2.32b (up 201% from FY 2020). Profit margin: 4.8% (up from 1.7% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 16% per year, which means it is significantly lagging earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥22.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.8%). Reported Earnings • Feb 14
Third quarter 2021 earnings released: JP¥0.36 loss per share (vs JP¥41.68 loss in 3Q 2020) The company reported a solid third quarter result with reduced losses, improved revenues and improved control over expenses. Third quarter 2021 results: Revenue: JP¥7.65b (up 22% from 3Q 2020). Net loss: JP¥6.00m (loss narrowed 99% from 3Q 2020). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Is New 90 Day High Low • Feb 12
New 90-day high: JP¥1,738 The company is up 9.0% from its price of JP¥1,595 on 13 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 14% over the same period. Is New 90 Day High Low • Jan 22
New 90-day high: JP¥1,722 The company is up 6.0% from its price of JP¥1,631 on 23 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is up 17% over the same period. 공시 • Dec 30
Fumakilla Limited to Report Q3, 2021 Results on Feb 12, 2021 Fumakilla Limited announced that they will report Q3, 2021 results on Feb 12, 2021 Major Estimate Revision • Dec 15
Analysts increase EPS estimates to JP¥164 The 2021 consensus revenue estimate increased from JP¥47.0b to JP¥49.5b. The earnings per share estimate also received an upgrade from JP¥134 to JP¥164 for the same period. Net income is expected to shrink by 0.5% next year compared to 13% growth forecast for the Chemicals industry in Japan . The consensus price target increased from JP¥2,860 to JP¥2,940. Share price is up 6.0% to JP¥1,599 over the past week. Price Target Changed • Dec 01
Price target raised to JP¥2,860 Up from JP¥2,300, the current price target is provided by 1 analyst. The new target price is 90% above the current share price of JP¥1,505. As of last close, the stock is up 25% over the past year. 공시 • Sep 06
Fumakilla Limited to Report Q2, 2021 Results on Nov 13, 2020 Fumakilla Limited announced that they will report Q2, 2021 results on Nov 13, 2020 공시 • Jul 26
Fumakilla Limited to Report Q1, 2021 Results on Aug 07, 2020 Fumakilla Limited announced that they will report Q1, 2021 results on Aug 07, 2020