Taiheiyo Cement Toekomstige groei

Future criteriumcontroles 2/6

Taiheiyo Cement zal naar verwachting groeien in winst en omzet met respectievelijk 19.7% en 5.9% per jaar. De winst per aandeel zal naar verwachting groeien met 20.2% per jaar. Het rendement op het eigen vermogen zal over 3 jaar naar verwachting 8.6% zijn.

Belangrijke informatie

19.7%

Groei van de winst

20.19%

Groei van de winst per aandeel

Basic Materials winstgroei	12.7%
Inkomstengroei	5.9%
Toekomstig rendement op eigen vermogen	8.63%
Dekking van analisten	Good
Laatst bijgewerkt	21 Jul 2026

Recente toekomstige groei-updates

Recent updates

Analyse-artikel • May 19

Taiheiyo Cement's (TSE:5233) Soft Earnings Are Actually Better Than They Appear

The market was pleased with the recent earnings report from Taiheiyo Cement Corporation ( TSE:5233 ), despite the...

Analyse-artikel • Feb 16

Taiheiyo Cement (TSE:5233) Will Pay A Dividend Of ¥50.00

Taiheiyo Cement Corporation ( TSE:5233 ) will pay a dividend of ¥50.00 on the 30th of June. Based on this payment, the...

Analyse-artikel • Jan 26

Here's What To Make Of Taiheiyo Cement's (TSE:5233) Decelerating Rates Of Return

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

Analyse-artikel • Jan 06

Taiheiyo Cement Corporation (TSE:5233) Shares Could Be 47% Below Their Intrinsic Value Estimate

TSE:5233 1 Year Share Price vs Fair Value Explore Taiheiyo Cement's Fair Values from the Community and select yours Key...

Analyse-artikel • Jul 24

Taiheiyo Cement (TSE:5233) Will Pay A Larger Dividend Than Last Year At ¥50.00

Taiheiyo Cement Corporation ( TSE:5233 ) will increase its dividend from last year's comparable payment on the 3rd of...

Analyse-artikel • Jul 10

Taiheiyo Cement (TSE:5233) Has Announced That It Will Be Increasing Its Dividend To ¥50.00

Taiheiyo Cement Corporation's ( TSE:5233 ) dividend will be increasing from last year's payment of the same period to...

Analyse-artikel • Jun 21

We Think Taiheiyo Cement (TSE:5233) Is Taking Some Risk With Its Debt

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...

Analyse-artikel • Mar 20

Are Investors Undervaluing Taiheiyo Cement Corporation (TSE:5233) By 29%?

Key Insights Taiheiyo Cement's estimated fair value is JP¥5,683 based on 2 Stage Free Cash Flow to Equity Taiheiyo...

Analyse-artikel • Mar 03

Taiheiyo Cement (TSE:5233) Will Pay A Dividend Of ¥40.00

The board of Taiheiyo Cement Corporation ( TSE:5233 ) has announced that it will pay a dividend of ¥40.00 per share on...

Analyse-artikel • Feb 17

Taiheiyo Cement (TSE:5233) Has Announced A Dividend Of ¥40.00

Taiheiyo Cement Corporation's ( TSE:5233 ) investors are due to receive a payment of ¥40.00 per share on 30th of June...

Analyse-artikel • Feb 07

Is Taiheiyo Cement (TSE:5233) Using Too Much Debt?

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...

Analyse-artikel • Jan 23

Taiheiyo Cement (TSE:5233) Has More To Do To Multiply In Value Going Forward

If we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...

Analyse-artikel • Dec 01

Taiheiyo Cement Corporation (TSE:5233) Shares Could Be 33% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Taiheiyo Cement fair value estimate is JP¥5,687 Current share...

Analyse-artikel • Nov 08

Does Taiheiyo Cement (TSE:5233) Have A Healthy Balance Sheet?

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Analyse-artikel • Oct 24

Taiheiyo Cement (TSE:5233) Might Be Having Difficulty Using Its Capital Effectively

If you're looking for a multi-bagger, there's a few things to keep an eye out for. Ideally, a business will show two...

Analyse-artikel • Oct 08

What You Can Learn From Taiheiyo Cement Corporation's (TSE:5233) P/S

It's not a stretch to say that Taiheiyo Cement Corporation's ( TSE:5233 ) price-to-sales (or "P/S") ratio of 0.4x right...

Analyse-artikel • Sep 02

Is It Time To Consider Buying Taiheiyo Cement Corporation (TSE:5233)?

Taiheiyo Cement Corporation ( TSE:5233 ), might not be a large cap stock, but it saw significant share price movement...

Analyse-artikel • Aug 17

Is There An Opportunity With Taiheiyo Cement Corporation's (TSE:5233) 37% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Taiheiyo Cement fair value estimate is JP¥5,582 Taiheiyo...

Analyse-artikel • Aug 02

We Think Taiheiyo Cement (TSE:5233) Is Taking Some Risk With Its Debt

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...

Analyse-artikel • Jul 18

Taiheiyo Cement (TSE:5233) Will Want To Turn Around Its Return Trends

There are a few key trends to look for if we want to identify the next multi-bagger. In a perfect world, we'd like to...

Analyse-artikel • Jun 20

Taiheiyo Cement Corporation's (TSE:5233) Popularity With Investors Is Clear

There wouldn't be many who think Taiheiyo Cement Corporation's ( TSE:5233 ) price-to-sales (or "P/S") ratio of 0.5x is...

Analyse-artikel • Apr 24

Estimating The Fair Value Of Taiheiyo Cement Corporation (TSE:5233)

Key Insights The projected fair value for Taiheiyo Cement is JP¥3,874 based on 2 Stage Free Cash Flow to Equity...

Analyse-artikel • Apr 09

Is There Now An Opportunity In Taiheiyo Cement Corporation (TSE:5233)?

Taiheiyo Cement Corporation ( TSE:5233 ), is not the largest company out there, but it received a lot of attention from...

Analyse-artikel • Mar 15

Be Wary Of Taiheiyo Cement (TSE:5233) And Its Returns On Capital

Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...

Analyse-artikel • Feb 29

There's Reason For Concern Over Taiheiyo Cement Corporation's (TSE:5233) Price

With a median price-to-sales (or "P/S") ratio of close to 0.6x in the Basic Materials industry in Japan, you could be...

Winst- en omzetgroeiprognoses

TSE:5233 - Toekomstschattingen van analisten en financiële gegevens uit het verleden (JPY Millions )
Datum	Inkomsten	Inkomsten	Vrije kasstroom	Geldmiddelen uit operationele activiteiten	Gem. Aantal analisten
3/31/2029	1,131,000	66,760	33,682	140,152	5
3/31/2028	1,086,733	61,056	25,553	131,666	6
3/31/2027	998,167	46,167	-135,308	97,505	6
3/31/2026	898,441	25,401	12,901	114,205	N/A
12/31/2025	885,686	22,806	N/A	N/A	N/A
9/30/2025	890,760	51,721	31,908	123,519	N/A
6/30/2025	898,634	50,722	N/A	N/A	N/A
3/31/2025	896,295	57,428	33,307	117,874	N/A
12/31/2024	907,974	66,871	N/A	N/A	N/A
9/30/2024	911,397	59,847	29,791	127,312	N/A
6/30/2024	901,593	56,435	N/A	N/A	N/A
3/31/2024	886,275	43,272	53,180	140,543	N/A
12/31/2023	869,368	13,255	N/A	N/A	N/A
9/30/2023	852,114	-3,134	3,534	69,075	N/A
6/30/2023	826,560	-32,621	N/A	N/A	N/A
3/31/2023	809,542	-33,206	-64,264	-268	N/A
12/31/2022	780,659	-18,279	N/A	N/A	N/A
9/30/2022	744,385	-6,969	-51,317	13,085	N/A
6/30/2022	725,105	22,174	N/A	N/A	N/A
3/31/2022	708,201	28,971	3,425	71,191	N/A
12/31/2021	739,079	39,222	N/A	N/A	N/A
9/30/2021	783,074	47,824	41,752	104,743	N/A
6/30/2021	822,955	50,110	N/A	N/A	N/A
3/31/2021	863,903	46,800	51,580	110,403	N/A
12/31/2020	874,072	45,773	N/A	N/A	N/A
9/30/2020	873,588	41,410	41,163	104,089	N/A
6/30/2020	878,042	36,804	N/A	N/A	N/A
3/31/2020	884,350	39,151	24,284	90,902	N/A
12/31/2019	886,509	39,916	N/A	N/A	N/A
9/30/2019	908,760	42,316	N/A	88,764	N/A
6/30/2019	911,603	42,934	N/A	N/A	N/A
3/31/2019	916,071	43,452	N/A	97,283	N/A
12/31/2018	910,609	40,071	N/A	N/A	N/A
9/30/2018	887,876	38,935	N/A	103,303	N/A
6/30/2018	882,836	40,027	N/A	N/A	N/A
3/31/2018	871,113	38,525	N/A	107,683	N/A
12/31/2017	859,439	23,011	N/A	N/A	N/A
9/30/2017	843,596	22,253	N/A	106,452	N/A
6/30/2017	822,774	36,951	N/A	N/A	N/A
3/31/2017	798,588	47,597	N/A	94,433	N/A
12/31/2016	801,004	66,946	N/A	N/A	N/A
9/30/2016	797,136	62,874	N/A	80,300	N/A
6/30/2016	800,943	45,127	N/A	N/A	N/A
3/31/2016	835,359	36,404	N/A	75,627	N/A
12/31/2015	847,420	36,762	N/A	N/A	N/A
9/30/2015	853,703	41,761	N/A	85,352	N/A

Toekomstige groeivoorspellingen analisten

Verdiensten versus spaarpercentage: De verwachte winstgroei 5233 ( 19.7% per jaar) ligt boven de spaarquote ( 0.8% ).

Winst versus markt: De winst van 5233 ( 19.7% per jaar) zal naar verwachting sneller groeien dan de JP markt ( 10% per jaar).

Hoge groeiwinsten: De winst van 5233 zal naar verwachting groeien, maar niet aanzienlijk.

Omzet versus markt: De omzet van 5233 ( 5.9% per jaar) zal naar verwachting langzamer groeien dan de markt JP ( 6.3% per jaar).

Hoge groei-inkomsten: De omzet van 5233 ( 5.9% per jaar) zal naar verwachting langzamer groeien dan 20% per jaar.

Groeiprognoses winst per aandeel

Toekomstig rendement op eigen vermogen

Toekomstige ROE: Het rendement op eigen vermogen 5233 zal naar verwachting over 3 jaar laag zijn ( 8.6 %).

Ontdek groeibedrijven

Bedrijfsanalyse en status van financiële gegevens

Gegevens	Laatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse	2026/07/21 20:56
Aandelenkoers aan het einde van de dag	2026/07/21 00:00
Inkomsten	2026/03/31
Jaarlijkse inkomsten	2026/03/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

Pakket	Gegevens	Tijdframe	Voorbeeld Amerikaanse bron ^*
Financiële gegevens bedrijf	10 jaar	Resultatenrekening Kasstroomoverzicht Balans	SEC-formulier 10-K SEC-formulier 10-Q
Consensus schattingen analisten	+3 jaar	Financiële prognoses Koersdoelen analisten	Onderzoeksrapporten van analisten Blue Matrix
Marktprijzen	30 jaar	Aandelenprijzen Dividenden, splitsingen en acties	ICE Marktgegevens SEC-formulier S-1
Eigendom	10 jaar	Top aandeelhouders Handel met voorkennis	SEC-formulier 4 SEC-formulier 13D
Beheer	10 jaar	Leiderschapsteam Raad van bestuur	SEC-formulier 10-K SEC-formulier DEF 14A
Belangrijkste ontwikkelingen	10 jaar	Bedrijfsaankondigingen	SEC-formulier 8-K

^* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysamodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

Taiheiyo Cement Corporation wordt gevolgd door 14 analisten. 6 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

Analist	Instelling
Kyoji Chiba	BofA Global Research
Tatsuro Ochi	Citigroup Inc
Joshua Bennison	CLSA

Taiheiyo Cement Toekomstige groei

Future criteriumcontroles 2/6

Belangrijke informatie

Recente toekomstige groei-updates

Taiheiyo Cement Corporation Revises Consolidated Earnings Guidance for Second Quarter (Interim Period) Ending September 30, 2026 and Full Fiscal Year Ending March 31, 2027 and Non Consolidated Earnings Guidance for Full Fiscal Year Ending March 31, 2027

Consensus EPS estimates fall by 30%

Consensus EPS estimates fall by 37%

Consensus EPS estimates fall by 14%

Consensus EPS estimates increase by 11%

Price target increased by 7.2% to JP¥3,111

Recent updates

Taiheiyo Cement Corporation Revises Consolidated Earnings Guidance for Second Quarter (Interim Period) Ending September 30, 2026 and Full Fiscal Year Ending March 31, 2027 and Non Consolidated Earnings Guidance for Full Fiscal Year Ending March 31, 2027

Taiheiyo Cement Corporation to Report Q1, 2027 Results on Aug 06, 2026

Now 21% undervalued

Taiheiyo Cement's (TSE:5233) Soft Earnings Are Actually Better Than They Appear

Taiheiyo Cement Corporation (TSE:5233) announces an Equity Buyback for 2,644,800 shares, representing 2.36% for ¥9,999.99 million.

New minor risk - Share price stability

Full year 2026 earnings: EPS exceeds analyst expectations

Taiheiyo Cement Corporation, Annual General Meeting, Jun 26, 2026

Upcoming dividend of JP¥50.00 per share

Taiheiyo Cement Corporation to Report Fiscal Year 2026 Results on May 12, 2026

Consensus EPS estimates fall by 30%

Taiheiyo Cement Corporation Appoints Shinji Fukami as Representative Director, Senior General Manager of Global Business Division, Effective on April 1, 2026

Nanjing Yida Zongheng Building Materials Co., Ltd. signed a letter of intent to acquire 88.51% stake in Jiangnan-Onoda Cement Co., Ltd. from Taiheiyo Cement Corporation (TSE:5233) for CNY 60 million.

Consensus EPS estimates fall by 37%

Taiheiyo Cement (TSE:5233) Will Pay A Dividend Of ¥50.00

Third quarter 2026 earnings released: JP¥60.20 loss per share (vs JP¥195 profit in 3Q 2025)

Here's What To Make Of Taiheiyo Cement's (TSE:5233) Decelerating Rates Of Return

Potential Upside For Taiheiyo Cement Corporation (TSE:5233) Not Without Risk

Taiheiyo Cement (TSE:5233) Has Announced A Dividend Of ¥50.00

Taiheiyo Cement Corporation to Report Q3, 2026 Results on Feb 10, 2026

Consensus EPS estimates fall by 14%

Taiheiyo Cement (TSE:5233) Will Pay A Dividend Of ¥50.00

First half dividend of JP¥50.00 announced

Second quarter 2026 earnings released: EPS: JP¥158 (vs JP¥147 in 2Q 2025)

Taiheiyo Cement (TSE:5233) Has A Somewhat Strained Balance Sheet

Investor sentiment improves as stock rises 18%

Return Trends At Taiheiyo Cement (TSE:5233) Aren't Appealing

Taiheiyo Cement Corporation (TSE:5233) completed the acquisition of remaining 34.3% stake in Pacific Systems Corporation (TSE:3847) from a group of shareholders.

Upcoming dividend of JP¥50.00 per share

Taiheiyo Cement (TSE:5233) Is Increasing Its Dividend To ¥50.00

Taiheiyo Cement Corporation to Report Q2, 2026 Results on Nov 11, 2025

Market Cool On Taiheiyo Cement Corporation's (TSE:5233) Earnings

Taiheiyo Cement's (TSE:5233) Dividend Will Be Increased To ¥50.00

Taiheiyo Cement Corporation (TSE:5233) Shares Could Be 47% Below Their Intrinsic Value Estimate

Taiheiyo Cement Corporation (TSE:5233) proposed to acquire remaining 34.31% stake in Pacific Systems Corporation (TSE:3847) from from a group of shareholders for ¥3.5 billion.

First quarter 2026 earnings released: EPS: JP¥61.22 (vs JP¥115 in 1Q 2025)

Taiheiyo Cement (TSE:5233) Will Pay A Larger Dividend Than Last Year At ¥50.00

Taiheiyo Cement (TSE:5233) Has Announced That It Will Be Increasing Its Dividend To ¥50.00

Final dividend increased to JP¥50.00

We Think Taiheiyo Cement (TSE:5233) Is Taking Some Risk With Its Debt

Taiheiyo Cement Corporation to Report Q1, 2026 Results on Aug 07, 2025

Full year 2025 earnings: EPS and revenues miss analyst expectations

Taiheiyo Cement Corporation, Annual General Meeting, Jun 27, 2025

Upcoming dividend of JP¥40.00 per share

Are Investors Undervaluing Taiheiyo Cement Corporation (TSE:5233) By 29%?

New minor risk - Share price stability

Taiheiyo Cement (TSE:5233) Will Pay A Dividend Of ¥40.00

Taiheiyo Cement Corporation to Report Fiscal Year 2025 Results on May 13, 2025

Dividend of JP¥40.00 announced

Taiheiyo Cement (TSE:5233) Has Announced A Dividend Of ¥40.00

Third quarter 2025 earnings released: EPS: JP¥195 (vs JP¥130 in 3Q 2024)

Is Taiheiyo Cement (TSE:5233) Using Too Much Debt?

Taiheiyo Cement (TSE:5233) Has More To Do To Multiply In Value Going Forward

Taiheiyo Cement Corporation to Report Nine Months, 2025 Results on Feb 12, 2025

Taiheiyo Cement Corporation (TSE:5233) Shares Could Be 33% Below Their Intrinsic Value Estimate

Second quarter 2025 earnings released: EPS: JP¥147 (vs JP¥113 in 2Q 2024)

Does Taiheiyo Cement (TSE:5233) Have A Healthy Balance Sheet?

Taiheiyo Cement (TSE:5233) Might Be Having Difficulty Using Its Capital Effectively

Taiheiyo Cement Corporation (TSE:5233) announces an Equity Buyback for 6,000,000 shares, representing 5.18% for ¥15,000 million.

What You Can Learn From Taiheiyo Cement Corporation's (TSE:5233) P/S

erex Co., Ltd. and Taiheiyo Cement Corporation Announce Complete PKS Co-Firing Test

Upcoming dividend of JP¥40.00 per share

Taiheiyo Cement Corporation to Report First Half, 2025 Results on Nov 12, 2024

Is It Time To Consider Buying Taiheiyo Cement Corporation (TSE:5233)?

Is There An Opportunity With Taiheiyo Cement Corporation's (TSE:5233) 37% Undervaluation?

New minor risk - Share price stability

Investor sentiment deteriorates as stock falls 25%

We Think Taiheiyo Cement (TSE:5233) Is Taking Some Risk With Its Debt

Now 20% undervalued