View ValuationDaifuku 향후 성장Future 기준 점검 3/6Daifuku (는) 각각 연간 10% 및 8.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 9.8% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 18.2% 로 예상됩니다.핵심 정보10.0%이익 성장률9.78%EPS 성장률Machinery 이익 성장0%매출 성장률8.7%향후 자기자본이익률18.18%애널리스트 커버리지Good마지막 업데이트19 Jul 2026최근 향후 성장 업데이트공고 • Feb 10+ 1 more updateDaifuku Co., Ltd. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2023Daifuku Co., Ltd. revised consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of JPY 590,000 million, operating income of JPY 57,000 million, net income attributable to shareholders of the parent company of JPY 40,000 million and net income per share of JPY 317.42.모든 업데이트 보기Recent updates공고 • Jun 09Daifuku Co., Ltd. to Report Q2, 2026 Results on Aug 06, 2026Daifuku Co., Ltd. announced that they will report Q2, 2026 results on Aug 06, 2026공고 • May 29Daifuku Co., Ltd. Announces Resignation of Nobuo Wada as Outside Member of the Audit & Supervisory Board (Independent Officer), Effective May 21, 2026Daifuku Co., Ltd. hereby announced that it has received a notice of resignation from Mr. Nobuo Wada, an outside member of the Audit & Supervisory Board (Independent Officer). Date of resignation is May 21, 2026. Reason for resignation is due to the receipt of a notice of resignation for personal reasons.Board Change • May 20High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 4 experienced directors. 1 highly experienced director. Representative Chairman Hiroshi Geshiro is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Declared Dividend • May 20Dividend of JP¥36.00 announcedShareholders will receive a dividend of JP¥36.00. Ex-date: 29th June 2026 Payment date: 10th September 2026 Dividend yield will be 9.8%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (36% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공고 • Apr 10Daifuku Co., Ltd. to Report Q1, 2026 Results on May 14, 2026Daifuku Co., Ltd. announced that they will report Q1, 2026 results on May 14, 2026공고 • Dec 03Daifuku Co., Ltd. to Report Fiscal Year 2025 Results on Feb 12, 2026Daifuku Co., Ltd. announced that they will report fiscal year 2025 results on Feb 12, 2026공고 • Sep 03Daifuku Co., Ltd. to Report Q3, 2025 Results on Nov 11, 2025Daifuku Co., Ltd. announced that they will report Q3, 2025 results on Nov 11, 2025공고 • Jun 04Daifuku Co., Ltd. to Report Q2, 2025 Results on Aug 07, 2025Daifuku Co., Ltd. announced that they will report Q2, 2025 results on Aug 07, 2025공고 • Mar 07Daifuku Co., Ltd. to Report Q1, 2025 Results on May 13, 2025Daifuku Co., Ltd. announced that they will report Q1, 2025 results on May 13, 2025공고 • Feb 17Daifuku Co., Ltd., Annual General Meeting, Mar 28, 2025Daifuku Co., Ltd., Annual General Meeting, Mar 28, 2025.공고 • Feb 15Daifuku Co., Ltd. Resolves to Pay Increase Year-End Dividend for the Fiscal Year Ended December 31, 2024, Payable on March 31, 2025Daifuku Co., Ltd. announced that at a meeting of the Board of Directors held on February 14, 2025, it has resolved to pay an increased year-end dividend with a record date of December 31, 2024. Year-end dividend per share of JPY 32 per share for the fiscal year ended December 31, 2024 compared to JPY 24 per share previous guidance.공고 • Dec 04Daifuku Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Daifuku Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025공고 • Nov 08Daifuku Co., Ltd. (TSE:6383) announces an Equity Buyback for 5,000,000 shares, representing 1.35% for ¥10,000 million.Daifuku Co., Ltd. (TSE:6383) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 1.35% of its issued share capital, for ¥10,000 million. The purpose of the program is to improve capital efficiency, enhance shareholder returns, and reduce the number of shares to increase per-share value. The program is valid till December 31, 2024. As of October 31, 2024, the company had 370,733,143 outstanding shares (excluding treasury stock) and 9,097,088 treasury shares.공고 • Sep 04Daifuku Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Daifuku Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024공고 • Jun 08Daifuku Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Daifuku Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024공고 • May 15Daifuku Co., Ltd., Annual General Meeting, Jun 21, 2024Daifuku Co., Ltd., Annual General Meeting, Jun 21, 2024.공고 • Mar 03Daifuku Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Daifuku Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024공고 • Nov 27Daifuku Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Daifuku Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024공고 • Sep 28Daifuku Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Daifuku Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023공고 • Aug 30Daifuku Co., Ltd. (TSE:6383) announces an Equity Buyback for 10,000,000 shares, representing 2.64% for ¥20,000 million.Daifuku Co., Ltd. (TSE:6383) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 2.64% of its share capital, for ¥20,000 million. The purpose of the program is to improve capital efficiency and increase the value per share. The program will expire on December 31, 2023. As of July 31, 2023, the company had 378,092,409 shares in issue (excluding treasury stock) and 1,737,822 shares in treasury.공고 • Jun 29Daifuku Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023Daifuku Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023공고 • May 17Daifuku Co., Ltd., Annual General Meeting, Jun 23, 2023Daifuku Co., Ltd., Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (4.0%).Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥93.24 (vs JP¥78.85 in 3Q 2022)Third quarter 2023 results: EPS: JP¥93.24 (up from JP¥78.85 in 3Q 2022). Revenue: JP¥157.9b (up 25% from 3Q 2022). Net income: JP¥11.8b (up 18% from 3Q 2022). Profit margin: 7.4% (down from 7.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global Machinery industry. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.공고 • Feb 10+ 1 more updateDaifuku Co., Ltd. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2023Daifuku Co., Ltd. revised consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of JPY 590,000 million, operating income of JPY 57,000 million, net income attributable to shareholders of the parent company of JPY 40,000 million and net income per share of JPY 317.42.공고 • Jan 13Daifuku Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Daifuku Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kaku Kato was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥88.70 (vs JP¥49.15 in 2Q 2022)Second quarter 2023 results: EPS: JP¥88.70 (up from JP¥49.15 in 2Q 2022). Revenue: JP¥147.6b (up 20% from 2Q 2022). Net income: JP¥11.2b (up 81% from 2Q 2022). Profit margin: 7.6% (up from 5.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global Machinery industry.Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (6.3%). Lower than average of industry peers (3.8%).Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: JP¥46.30 (vs JP¥61.31 in 1Q 2022)First quarter 2023 results: EPS: JP¥46.30 (down from JP¥61.31 in 1Q 2022). Revenue: JP¥130.2b (up 8.3% from 1Q 2022). Net income: JP¥5.84b (down 25% from 1Q 2022). Profit margin: 4.5% (down from 6.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 11%, compared to a 20% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Jul 18Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kaku Kato was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • May 31Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kaku Kato was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.이익 및 매출 성장 예측BMV:DAIF N - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/2028856,098109,96488,186108,0351212/31/2027792,88498,59274,43493,5901412/31/2026713,12485,45872,00089,715153/31/2026673,17880,73247,97472,947N/A12/31/2025660,72478,09653,93076,137N/A12/31/2024737,31675,103130,136150,981N/A9/30/2024632,83160,96785,398103,736N/A6/30/2024622,01651,15628,08746,733N/A3/31/2024611,47745,46117,38637,117N/A12/31/2023603,62239,92936,54552,349N/A9/30/2023605,40738,44125,57140,029N/A6/30/2023606,26342,592-5,1439,028N/A3/31/2023601,92241,2486,31820,034N/A12/31/2022578,47740,785-22,901-10,434N/A9/30/2022546,62838,971-1,58810,656N/A6/30/2022522,25933,98628,00439,509N/A3/31/2022512,26835,87746,23056,691N/A12/31/2021496,61234,161N/AN/AN/A9/30/2021487,31831,57745,66953,426N/A6/30/2021480,15432,722N/AN/AN/A3/31/2021473,90232,39030,74838,229N/A12/31/2020471,66228,345N/AN/AN/A9/30/2020464,96629,6277,92019,948N/A6/30/2020461,50230,228N/AN/AN/A3/31/2020443,69428,06389113,706N/A12/31/2019447,63328,673N/AN/AN/A9/30/2019457,50730,936N/A8,110N/A6/30/2019458,36833,571N/AN/AN/A3/31/2019459,48639,567N/A8,559N/A12/31/2018443,42041,386N/AN/AN/A9/30/2018431,48438,574N/A14,239N/A6/30/2018417,14035,204N/AN/AN/A3/31/2018404,92529,008N/A11,497N/A12/31/2017388,66224,864N/AN/AN/A9/30/2017357,71521,907N/A25,143N/A6/30/2017331,85418,812N/AN/AN/A3/31/2017320,82516,746N/A26,683N/A12/31/2016324,16214,912N/AN/AN/A9/30/2016330,65714,540N/A5,703N/A6/30/2016341,68214,036N/AN/AN/A3/31/2016336,18413,652N/A7,206N/A12/31/2015317,32414,177N/AN/AN/A9/30/2015296,15011,782N/A15,527N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: DAIF N 의 연간 예상 수익 증가율(10%)이 saving rate(9%)보다 높습니다.수익 vs 시장: DAIF N 의 연간 수익(10%)이 MX 시장(8.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: DAIF N 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: DAIF N 의 수익(연간 8.7%)이 MX 시장(연간 6%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: DAIF N 의 수익(연간 8.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: DAIF N의 자본 수익률은 3년 후 18.2%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/23 02:44종가2026/05/14 00:00수익2026/03/31연간 수익2025/12/31데이터 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 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 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 소스Daifuku Co., Ltd.는 20명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Kenjin HottaBofA Global ResearchTakahiro InoueCitigroup IncGraeme McDonaldCitigroup Inc17명의 분석가 더 보기
공고 • Feb 10+ 1 more updateDaifuku Co., Ltd. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2023Daifuku Co., Ltd. revised consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of JPY 590,000 million, operating income of JPY 57,000 million, net income attributable to shareholders of the parent company of JPY 40,000 million and net income per share of JPY 317.42.
공고 • Jun 09Daifuku Co., Ltd. to Report Q2, 2026 Results on Aug 06, 2026Daifuku Co., Ltd. announced that they will report Q2, 2026 results on Aug 06, 2026
공고 • May 29Daifuku Co., Ltd. Announces Resignation of Nobuo Wada as Outside Member of the Audit & Supervisory Board (Independent Officer), Effective May 21, 2026Daifuku Co., Ltd. hereby announced that it has received a notice of resignation from Mr. Nobuo Wada, an outside member of the Audit & Supervisory Board (Independent Officer). Date of resignation is May 21, 2026. Reason for resignation is due to the receipt of a notice of resignation for personal reasons.
Board Change • May 20High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 4 experienced directors. 1 highly experienced director. Representative Chairman Hiroshi Geshiro is the most experienced director on the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Declared Dividend • May 20Dividend of JP¥36.00 announcedShareholders will receive a dividend of JP¥36.00. Ex-date: 29th June 2026 Payment date: 10th September 2026 Dividend yield will be 9.8%, which is higher than the industry average of 3.1%. Sustainability & Growth Dividend is covered by both earnings (36% earnings payout ratio) and cash flows (63% cash payout ratio). The dividend has increased by an average of 26% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공고 • Apr 10Daifuku Co., Ltd. to Report Q1, 2026 Results on May 14, 2026Daifuku Co., Ltd. announced that they will report Q1, 2026 results on May 14, 2026
공고 • Dec 03Daifuku Co., Ltd. to Report Fiscal Year 2025 Results on Feb 12, 2026Daifuku Co., Ltd. announced that they will report fiscal year 2025 results on Feb 12, 2026
공고 • Sep 03Daifuku Co., Ltd. to Report Q3, 2025 Results on Nov 11, 2025Daifuku Co., Ltd. announced that they will report Q3, 2025 results on Nov 11, 2025
공고 • Jun 04Daifuku Co., Ltd. to Report Q2, 2025 Results on Aug 07, 2025Daifuku Co., Ltd. announced that they will report Q2, 2025 results on Aug 07, 2025
공고 • Mar 07Daifuku Co., Ltd. to Report Q1, 2025 Results on May 13, 2025Daifuku Co., Ltd. announced that they will report Q1, 2025 results on May 13, 2025
공고 • Feb 17Daifuku Co., Ltd., Annual General Meeting, Mar 28, 2025Daifuku Co., Ltd., Annual General Meeting, Mar 28, 2025.
공고 • Feb 15Daifuku Co., Ltd. Resolves to Pay Increase Year-End Dividend for the Fiscal Year Ended December 31, 2024, Payable on March 31, 2025Daifuku Co., Ltd. announced that at a meeting of the Board of Directors held on February 14, 2025, it has resolved to pay an increased year-end dividend with a record date of December 31, 2024. Year-end dividend per share of JPY 32 per share for the fiscal year ended December 31, 2024 compared to JPY 24 per share previous guidance.
공고 • Dec 04Daifuku Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Daifuku Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025
공고 • Nov 08Daifuku Co., Ltd. (TSE:6383) announces an Equity Buyback for 5,000,000 shares, representing 1.35% for ¥10,000 million.Daifuku Co., Ltd. (TSE:6383) announces a share repurchase program. Under the program, the company will repurchase up to 5,000,000 shares, representing 1.35% of its issued share capital, for ¥10,000 million. The purpose of the program is to improve capital efficiency, enhance shareholder returns, and reduce the number of shares to increase per-share value. The program is valid till December 31, 2024. As of October 31, 2024, the company had 370,733,143 outstanding shares (excluding treasury stock) and 9,097,088 treasury shares.
공고 • Sep 04Daifuku Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024Daifuku Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024
공고 • Jun 08Daifuku Co., Ltd. to Report Q1, 2025 Results on Aug 08, 2024Daifuku Co., Ltd. announced that they will report Q1, 2025 results on Aug 08, 2024
공고 • May 15Daifuku Co., Ltd., Annual General Meeting, Jun 21, 2024Daifuku Co., Ltd., Annual General Meeting, Jun 21, 2024.
공고 • Mar 03Daifuku Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024Daifuku Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024
공고 • Nov 27Daifuku Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024Daifuku Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024
공고 • Sep 28Daifuku Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Daifuku Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023
공고 • Aug 30Daifuku Co., Ltd. (TSE:6383) announces an Equity Buyback for 10,000,000 shares, representing 2.64% for ¥20,000 million.Daifuku Co., Ltd. (TSE:6383) announces a share repurchase program. Under the program, the company will repurchase up to 10,000,000 shares, representing 2.64% of its share capital, for ¥20,000 million. The purpose of the program is to improve capital efficiency and increase the value per share. The program will expire on December 31, 2023. As of July 31, 2023, the company had 378,092,409 shares in issue (excluding treasury stock) and 1,737,822 shares in treasury.
공고 • Jun 29Daifuku Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023Daifuku Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023
공고 • May 17Daifuku Co., Ltd., Annual General Meeting, Jun 23, 2023Daifuku Co., Ltd., Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥65.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (4.0%).
Reported Earnings • Feb 12Third quarter 2023 earnings released: EPS: JP¥93.24 (vs JP¥78.85 in 3Q 2022)Third quarter 2023 results: EPS: JP¥93.24 (up from JP¥78.85 in 3Q 2022). Revenue: JP¥157.9b (up 25% from 3Q 2022). Net income: JP¥11.8b (up 18% from 3Q 2022). Profit margin: 7.4% (down from 7.9% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 8.6% growth forecast for the Global Machinery industry. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 13% per year.
공고 • Feb 10+ 1 more updateDaifuku Co., Ltd. Revises Consolidated Earnings Guidance for the Year Ending March 31, 2023Daifuku Co., Ltd. revised consolidated earnings guidance for the year ending March 31, 2023. For the year, the company expects net sales of JPY 590,000 million, operating income of JPY 57,000 million, net income attributable to shareholders of the parent company of JPY 40,000 million and net income per share of JPY 317.42.
공고 • Jan 13Daifuku Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023Daifuku Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kaku Kato was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 09Second quarter 2023 earnings released: EPS: JP¥88.70 (vs JP¥49.15 in 2Q 2022)Second quarter 2023 results: EPS: JP¥88.70 (up from JP¥49.15 in 2Q 2022). Revenue: JP¥147.6b (up 20% from 2Q 2022). Net income: JP¥11.2b (up 81% from 2Q 2022). Profit margin: 7.6% (up from 5.0% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.8% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Global Machinery industry.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥40.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 05 December 2022. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of Mexican dividend payers (6.3%). Lower than average of industry peers (3.8%).
Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: JP¥46.30 (vs JP¥61.31 in 1Q 2022)First quarter 2023 results: EPS: JP¥46.30 (down from JP¥61.31 in 1Q 2022). Revenue: JP¥130.2b (up 8.3% from 1Q 2022). Net income: JP¥5.84b (down 25% from 1Q 2022). Profit margin: 4.5% (down from 6.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 11%, compared to a 20% growth forecast for the industry in Mexico. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Jul 18Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kaku Kato was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • May 31Less than half of directors are independentFollowing the recent departure of a director, there are only 4 independent directors on the board. The company's board is composed of: 4 independent directors. 5 non-independent directors. Independent Outside Director Kaku Kato was the last independent director to join the board, commencing their role in 2019. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.