View ValuationTIS 향후 성장Future 기준 점검 0/6TIS (는) 각각 연간 7.1% 및 3.7% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 8.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 16.3% 로 예상됩니다.핵심 정보7.1%이익 성장률8.61%EPS 성장률IT 이익 성장0%매출 성장률3.7%향후 자기자본이익률16.33%애널리스트 커버리지Good마지막 업데이트03 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 31Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 4 experienced directors. 1 highly experienced director. 2 independent directors (6 non-independent directors). Non-Executive Chairman of the Board Toru Kuwano is the most experienced director on the board, commencing their role in 2000. Independent Outside Director Mitsuhiro Furusawa was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.공시 • Jan 24TIS Inc. (TSE:3626) acquired NTQ Solution JSC.TIS Inc. (TSE:3626) acquired NTQ Solution JSC on December 24, 2024. Naomichi Nosaka and Kensuke Nakatsuka of Lincoln International acted as financial advisor to TIS Inc. TIS Inc. (TSE:3626) completed the acquisition of NTQ Solution JSC on December 24, 2024.공시 • Dec 25TIS Inc. to Report Q3, 2025 Results on Feb 04, 2025TIS Inc. announced that they will report Q3, 2025 results on Feb 04, 2025공시 • Sep 25TIS Inc. to Report First Half, 2025 Results on Oct 31, 2024TIS Inc. announced that they will report first half, 2025 results on Oct 31, 2024공시 • Jun 25TIS Inc. to Report Q1, 2025 Results on Jul 30, 2024TIS Inc. announced that they will report Q1, 2025 results on Jul 30, 2024공시 • May 10TIS Inc., Annual General Meeting, Jun 25, 2024TIS Inc., Annual General Meeting, Jun 25, 2024.공시 • May 09TIS Inc. (TSE:3626) announces an Equity Buyback for 2,500,000 shares, representing 1.06% for ¥6,500 million.TIS Inc. (TSE:3626) announces a share repurchase program. Under the program, the company will repurchase 2,500,000 shares, representing 1.06% of the outstanding shares for ¥6,200 million. The purpose of the program is to implement agile capital policies that flexibly respond to changes in the business environment and improve shareholder profits and capital efficiency. The program will run until July 31, 2024. As of March 31, 2024, the company had 236,232,177 shares outstanding (excluding treasury stock) and 1,234 shares in treasury.공시 • Apr 13TIS Inc. (TSE:3626) agreed to acquire an unknown stake in Meeq Co., Ltd.TIS Inc. (TSE:3626) agreed to acquire an unknown stake in Meeq Co., Ltd. on April 12, 2024.공시 • Mar 24TIS Inc. to Report Fiscal Year 2024 Results on May 08, 2024TIS Inc. announced that they will report fiscal year 2024 results on May 08, 2024공시 • Dec 23TIS Inc. to Report Q3, 2024 Results on Feb 02, 2024TIS Inc. announced that they will report Q3, 2024 results on Feb 02, 2024공시 • Sep 23TIS Inc. to Report Q2, 2024 Results on Nov 01, 2023TIS Inc. announced that they will report Q2, 2024 results on Nov 01, 2023공시 • Jun 21TIS Inc. to Report Q1, 2024 Results on Aug 02, 2023TIS Inc. announced that they will report Q1, 2024 results on Aug 02, 2023공시 • May 10+ 1 more updateTIS Inc., Annual General Meeting, Jun 23, 2023TIS Inc., Annual General Meeting, Jun 23, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥32.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (2.3%).Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥54.90 (vs JP¥55.67 in 3Q 2022)Third quarter 2023 results: EPS: JP¥54.90 (down from JP¥55.67 in 3Q 2022). Revenue: JP¥125.1b (up 5.3% from 3Q 2022). Net income: JP¥13.3b (down 4.1% from 3Q 2022). Profit margin: 11% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global IT industry.공시 • Jan 29TIS Inc. (TSE:3626) acquired Vector Management Consulting Pvt. Ltd.TIS Inc. (TSE:3626) acquired Vector Management Consulting Pvt. Ltd. on January 16, 2023. Tigmanshu Dubey, Tetsuya Fujii, Naomichi Nosaka and Sathya Ramanathan of Lincoln International acted as financial advisor to TIS Inc.TIS Inc. (TSE:3626) completed the acquisition of Vector Management Consulting Pvt. Ltd. on January 16, 2023.공시 • Dec 23TIS Inc. to Report Nine Months, 2023 Results on Feb 03, 2023TIS Inc. announced that they will report nine months, 2023 results on Feb 03, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥41.28 (vs JP¥33.96 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.28 (up from JP¥33.96 in 2Q 2022). Revenue: JP¥127.2b (up 5.3% from 2Q 2022). Net income: JP¥10.1b (up 18% from 2Q 2022). Profit margin: 7.9% (up from 7.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in South America.Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 05Second quarter 2023 earnings released: EPS: JP¥41.28 (vs JP¥33.96 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.28 (up from JP¥33.96 in 2Q 2022). Revenue: JP¥127.2b (up 5.3% from 2Q 2022). Net income: JP¥10.1b (up 18% from 2Q 2022). Profit margin: 7.9% (up from 7.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the IT industry in South America.공시 • Sep 22TIS Inc. to Report First Half, 2023 Results on Nov 02, 2022TIS Inc. announced that they will report first half, 2023 results on Nov 02, 2022Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Mexican dividend payers (6.3%). Lower than average of industry peers (3.6%).공시 • Sep 03TIS Inc. (TSE:3626) acquired Fixel Co., Ltd.TIS Inc. (TSE:3626) acquired Fixel Co., Ltd. on September 1, 2022. TIS Inc. (TSE:3626) completed the acquisition of Fixel Co., Ltd. on September 1, 2022.Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥35.31 (vs JP¥27.92 in 1Q 2022)First quarter 2023 results: EPS: JP¥35.31 (up from JP¥27.92 in 1Q 2022). Revenue: JP¥118.1b (up 4.0% from 1Q 2022). Net income: JP¥8.76b (up 25% from 1Q 2022). Profit margin: 7.4% (up from 6.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.7%, compared to a 13% growth forecast for the industry in Mexico.Board Change • Jul 18Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • Jun 24TIS Inc. to Report Q1, 2023 Results on Aug 04, 2022TIS Inc. announced that they will report Q1, 2023 results on Aug 04, 2022Board Change • May 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.공시 • May 13TIS Inc. (TSE:3626) announces an Equity Buyback for 12,000,000 shares, representing 4.78% for ¥30,000 million.TIS Inc. (TSE:3626) announces a share repurchase program. Under the program, the company will repurchase 12,000,000 shares, representing 4.78% of the outstanding shares for ¥30,000 million. The purpose of the program is to implement agile capital policies that flexibly respond to changes in the business environment and improve shareholder profits and capital efficiency. The program will run until March 30, 2023. As of March 31, 2022, the company had 251,159,620 shares outstanding and 1,274 shares in treasury.공시 • May 12TIS Inc., Annual General Meeting, Jun 24, 2022TIS Inc., Annual General Meeting, Jun 24, 2022.Board Change • Mar 29Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to Mex$477, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 22x in the IT industry globally. Total returns to shareholders of 7.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$520 per share.Board Change • Feb 24Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • Nov 14Second quarter 2022 earnings released: EPS JP¥33.96 (vs JP¥18.98 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥120.8b (up 8.9% from 2Q 2021). Net income: JP¥8.52b (up 79% from 2Q 2021). Profit margin: 7.1% (up from 4.3% in 2Q 2021). The increase in margin was driven by higher revenue.Board Change • Nov 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Oct 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Board Change • Aug 17Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent External Director Naoko Mizukoshi was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥27.92 (vs JP¥22.02 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥113.5b (up 13% from 1Q 2021). Net income: JP¥7.00b (up 27% from 1Q 2021). Profit margin: 6.2% (up from 5.5% in 1Q 2021). The increase in margin was driven by higher revenue.Board Change • Jul 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent External Director Naoko Mizukoshi was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥111 (vs JP¥117 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥448.4b (up 1.1% from FY 2020). Net income: JP¥27.7b (down 5.8% from FY 2020). Profit margin: 6.2% (down from 6.6% in FY 2020). The decrease in margin was driven by higher expenses.Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥511, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the IT industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$381 per share.이익 및 매출 성장 예측BMV:3626 N - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029670,18861,70056,73081,23083/31/2028645,92558,14250,03274,783133/31/2027621,62857,30648,75573,780133/31/2026596,47946,62453,43081,447N/A12/31/2025591,37753,734N/AN/AN/A9/30/2025584,65452,89843,13970,324N/A6/30/2025577,94851,853N/AN/AN/A3/31/2025571,68750,01238,33663,748N/A12/31/2024560,82151,157N/AN/AN/A9/30/2024557,07449,40647,48371,965N/A6/30/2024553,63049,405N/AN/AN/A3/31/2024549,00448,87343,64762,578N/A12/31/2023542,76255,493N/AN/AN/A9/30/2023530,58356,93437,20549,608N/A6/30/2023519,75756,845N/AN/AN/A3/31/2023508,40055,46123,25233,634N/A12/31/2022499,79642,206N/AN/AN/A9/30/2022493,52042,77530,26539,560N/A6/30/2022487,09941,223N/AN/AN/A3/31/2022482,54739,46240,84756,126N/A12/31/2021483,48338,985N/AN/AN/A9/30/2021471,40732,93620,75943,762N/A6/30/2021461,50429,167N/AN/AN/A3/31/2021448,38327,69211,82233,345N/A12/31/2020442,74127,096N/AN/AN/A9/30/2020438,72926,42216,17132,744N/A6/30/2020443,12628,832N/AN/AN/A3/31/2020443,71729,41122,47938,569N/A12/31/2019436,81729,491N/AN/AN/A9/30/2019434,03528,608N/A26,636N/A6/30/2019425,29227,809N/AN/AN/A3/31/2019420,76926,034N/A37,558N/A12/31/2018419,58824,139N/AN/AN/A9/30/2018413,86522,710N/A41,977N/A6/30/2018410,33721,257N/AN/AN/A3/31/2018405,64820,620N/A36,386N/A12/31/2017401,71118,515N/AN/AN/A9/30/2017399,18819,227N/A36,154N/A6/30/2017396,04817,243N/AN/AN/A3/31/2017393,39816,306N/A18,952N/A12/31/2016392,80216,816N/AN/AN/A9/30/2016389,02912,758N/A23,875N/A6/30/2016386,16413,476N/AN/AN/A3/31/2016382,68912,678N/A25,496N/A12/31/2015376,73312,522N/AN/AN/A9/30/2015370,85711,987N/A19,066N/A6/30/2015366,62111,887N/AN/AN/A더 보기애널리스트 향후 성장 전망수입 대 저축률: 3626 N 의 연간 예상 수익 증가율(7.1%)이 saving rate(9%) 미만입니다.수익 vs 시장: 3626 N 의 연간 수익(7.1%)이 MX 시장(8.8%)보다 느리게 성장할 것으로 예상됩니다.고성장 수익: 3626 N 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: 3626 N 의 수익(연간 3.7%)이 MX 시장(연간 6.2%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: 3626 N 의 수익(연간 3.7%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: 3626 N의 자본 수익률은 3년 후 16.3%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSoftware 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/05 17:46종가2026/05/29 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 소스TIS Inc.는 22명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Yuki KanekoBofA Global ResearchMoriya KoketsuCitigroup IncMakoto UenoDaiwa Securities Co. Ltd.19명의 분석가 더 보기
Board Change • May 31Less than half of directors are independentThere are 7 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 7 new directors. 4 experienced directors. 1 highly experienced director. 2 independent directors (6 non-independent directors). Non-Executive Chairman of the Board Toru Kuwano is the most experienced director on the board, commencing their role in 2000. Independent Outside Director Mitsuhiro Furusawa was the last independent director to join the board, commencing their role in 2025. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
공시 • Jan 24TIS Inc. (TSE:3626) acquired NTQ Solution JSC.TIS Inc. (TSE:3626) acquired NTQ Solution JSC on December 24, 2024. Naomichi Nosaka and Kensuke Nakatsuka of Lincoln International acted as financial advisor to TIS Inc. TIS Inc. (TSE:3626) completed the acquisition of NTQ Solution JSC on December 24, 2024.
공시 • Dec 25TIS Inc. to Report Q3, 2025 Results on Feb 04, 2025TIS Inc. announced that they will report Q3, 2025 results on Feb 04, 2025
공시 • Sep 25TIS Inc. to Report First Half, 2025 Results on Oct 31, 2024TIS Inc. announced that they will report first half, 2025 results on Oct 31, 2024
공시 • Jun 25TIS Inc. to Report Q1, 2025 Results on Jul 30, 2024TIS Inc. announced that they will report Q1, 2025 results on Jul 30, 2024
공시 • May 10TIS Inc., Annual General Meeting, Jun 25, 2024TIS Inc., Annual General Meeting, Jun 25, 2024.
공시 • May 09TIS Inc. (TSE:3626) announces an Equity Buyback for 2,500,000 shares, representing 1.06% for ¥6,500 million.TIS Inc. (TSE:3626) announces a share repurchase program. Under the program, the company will repurchase 2,500,000 shares, representing 1.06% of the outstanding shares for ¥6,200 million. The purpose of the program is to implement agile capital policies that flexibly respond to changes in the business environment and improve shareholder profits and capital efficiency. The program will run until July 31, 2024. As of March 31, 2024, the company had 236,232,177 shares outstanding (excluding treasury stock) and 1,234 shares in treasury.
공시 • Apr 13TIS Inc. (TSE:3626) agreed to acquire an unknown stake in Meeq Co., Ltd.TIS Inc. (TSE:3626) agreed to acquire an unknown stake in Meeq Co., Ltd. on April 12, 2024.
공시 • Mar 24TIS Inc. to Report Fiscal Year 2024 Results on May 08, 2024TIS Inc. announced that they will report fiscal year 2024 results on May 08, 2024
공시 • Dec 23TIS Inc. to Report Q3, 2024 Results on Feb 02, 2024TIS Inc. announced that they will report Q3, 2024 results on Feb 02, 2024
공시 • Sep 23TIS Inc. to Report Q2, 2024 Results on Nov 01, 2023TIS Inc. announced that they will report Q2, 2024 results on Nov 01, 2023
공시 • Jun 21TIS Inc. to Report Q1, 2024 Results on Aug 02, 2023TIS Inc. announced that they will report Q1, 2024 results on Aug 02, 2023
공시 • May 10+ 1 more updateTIS Inc., Annual General Meeting, Jun 23, 2023TIS Inc., Annual General Meeting, Jun 23, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥32.00 per share at 1.3% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Mexican dividend payers (5.9%). Lower than average of industry peers (2.3%).
Reported Earnings • Feb 05Third quarter 2023 earnings released: EPS: JP¥54.90 (vs JP¥55.67 in 3Q 2022)Third quarter 2023 results: EPS: JP¥54.90 (down from JP¥55.67 in 3Q 2022). Revenue: JP¥125.1b (up 5.3% from 3Q 2022). Net income: JP¥13.3b (down 4.1% from 3Q 2022). Profit margin: 11% (down from 12% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global IT industry.
공시 • Jan 29TIS Inc. (TSE:3626) acquired Vector Management Consulting Pvt. Ltd.TIS Inc. (TSE:3626) acquired Vector Management Consulting Pvt. Ltd. on January 16, 2023. Tigmanshu Dubey, Tetsuya Fujii, Naomichi Nosaka and Sathya Ramanathan of Lincoln International acted as financial advisor to TIS Inc.TIS Inc. (TSE:3626) completed the acquisition of Vector Management Consulting Pvt. Ltd. on January 16, 2023.
공시 • Dec 23TIS Inc. to Report Nine Months, 2023 Results on Feb 03, 2023TIS Inc. announced that they will report nine months, 2023 results on Feb 03, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥41.28 (vs JP¥33.96 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.28 (up from JP¥33.96 in 2Q 2022). Revenue: JP¥127.2b (up 5.3% from 2Q 2022). Net income: JP¥10.1b (up 18% from 2Q 2022). Profit margin: 7.9% (up from 7.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the IT industry in South America.
Board Change • Nov 16Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 05Second quarter 2023 earnings released: EPS: JP¥41.28 (vs JP¥33.96 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.28 (up from JP¥33.96 in 2Q 2022). Revenue: JP¥127.2b (up 5.3% from 2Q 2022). Net income: JP¥10.1b (up 18% from 2Q 2022). Profit margin: 7.9% (up from 7.1% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 7.9% growth forecast for the IT industry in South America.
공시 • Sep 22TIS Inc. to Report First Half, 2023 Results on Nov 02, 2022TIS Inc. announced that they will report first half, 2023 results on Nov 02, 2022
Upcoming Dividend • Sep 22Upcoming dividend of JP¥15.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Mexican dividend payers (6.3%). Lower than average of industry peers (3.6%).
공시 • Sep 03TIS Inc. (TSE:3626) acquired Fixel Co., Ltd.TIS Inc. (TSE:3626) acquired Fixel Co., Ltd. on September 1, 2022. TIS Inc. (TSE:3626) completed the acquisition of Fixel Co., Ltd. on September 1, 2022.
Reported Earnings • Aug 05First quarter 2023 earnings released: EPS: JP¥35.31 (vs JP¥27.92 in 1Q 2022)First quarter 2023 results: EPS: JP¥35.31 (up from JP¥27.92 in 1Q 2022). Revenue: JP¥118.1b (up 4.0% from 1Q 2022). Net income: JP¥8.76b (up 25% from 1Q 2022). Profit margin: 7.4% (up from 6.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 4.7%, compared to a 13% growth forecast for the industry in Mexico.
Board Change • Jul 18Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • Jun 24TIS Inc. to Report Q1, 2023 Results on Aug 04, 2022TIS Inc. announced that they will report Q1, 2023 results on Aug 04, 2022
Board Change • May 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
공시 • May 13TIS Inc. (TSE:3626) announces an Equity Buyback for 12,000,000 shares, representing 4.78% for ¥30,000 million.TIS Inc. (TSE:3626) announces a share repurchase program. Under the program, the company will repurchase 12,000,000 shares, representing 4.78% of the outstanding shares for ¥30,000 million. The purpose of the program is to implement agile capital policies that flexibly respond to changes in the business environment and improve shareholder profits and capital efficiency. The program will run until March 30, 2023. As of March 31, 2022, the company had 251,159,620 shares outstanding and 1,274 shares in treasury.
공시 • May 12TIS Inc., Annual General Meeting, Jun 24, 2022TIS Inc., Annual General Meeting, Jun 24, 2022.
Board Change • Mar 29Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Valuation Update With 7 Day Price Move • Feb 24Investor sentiment deteriorated over the past weekAfter last week's 21% share price decline to Mex$477, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 22x in the IT industry globally. Total returns to shareholders of 7.4% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$520 per share.
Board Change • Feb 24Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Dec 30Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • Nov 14Second quarter 2022 earnings released: EPS JP¥33.96 (vs JP¥18.98 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥120.8b (up 8.9% from 2Q 2021). Net income: JP¥8.52b (up 79% from 2Q 2021). Profit margin: 7.1% (up from 4.3% in 2Q 2021). The increase in margin was driven by higher revenue.
Board Change • Nov 12Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Oct 14Less than half of directors are independentFollowing the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent External Director Suzuki Mizukoshi was the last independent director to join the board, commencing their role in 2018. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Board Change • Aug 17Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent External Director Naoko Mizukoshi was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Aug 06First quarter 2022 earnings released: EPS JP¥27.92 (vs JP¥22.02 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥113.5b (up 13% from 1Q 2021). Net income: JP¥7.00b (up 27% from 1Q 2021). Profit margin: 6.2% (up from 5.5% in 1Q 2021). The increase in margin was driven by higher revenue.
Board Change • Jul 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. 1 highly experienced director. 3 independent directors (6 non-independent directors). Independent External Director Naoko Mizukoshi was the last independent director to join the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥111 (vs JP¥117 in FY 2020)The company reported a soft full year result with weaker earnings and profit margins, although revenues improved. Full year 2021 results: Revenue: JP¥448.4b (up 1.1% from FY 2020). Net income: JP¥27.7b (down 5.8% from FY 2020). Profit margin: 6.2% (down from 6.6% in FY 2020). The decrease in margin was driven by higher expenses.
Valuation Update With 7 Day Price Move • May 07Investor sentiment improved over the past weekAfter last week's 15% share price gain to JP¥511, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 25x in the IT industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$381 per share.