TSE:6345Machinery
Aichi (TSE:6345) Stock Sees Profit Strength But Dividend Pressure Persists
Aichi came into this earnings print with the stock up in the low single digits over the past month and trading on a P/E of 13.4x, slightly below machinery peers and supported by a 4.48% dividend yield. The headline this quarter is earnings power. Basic earnings per share for Q1 2027 landed at ¥9.67 on revenue of ¥9,892m, contributing to trailing twelve month earnings growth of about 20% and a net margin of 11.6%. That level of profitability, alongside a valuation discount and a generous...