Buy Or Sell Opportunity • Aug 13
Now 21% undervalued Over the last 90 days, the stock has risen 16% to JP¥1,428. The fair value is estimated to be JP¥1,798, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 30%. Reported Earnings • Aug 07
First quarter 2027 earnings released: EPS: JP¥25.89 (vs JP¥23.52 in 1Q 2026) First quarter 2027 results: EPS: JP¥25.89 (up from JP¥23.52 in 1Q 2026). Revenue: JP¥51.5b (down 2.4% from 1Q 2026). Net income: JP¥3.71b (up 9.1% from 1Q 2026). Profit margin: 7.2% (up from 6.4% in 1Q 2026). Over the last 3 years on average, earnings per share has increased by 30% per year whereas the company’s share price has increased by 27% per year. Declared Dividend • Jul 25
Final dividend of JP¥20.00 announced Shareholders will receive a dividend of JP¥20.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 6.7%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by both earnings (76% earnings payout ratio) and cash flows (55% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 23% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Aankondiging • Jun 03
Yodoko, Ltd. to Report Q1, 2027 Results on Aug 06, 2026 Yodoko, Ltd. announced that they will report Q1, 2027 results on Aug 06, 2026 Reported Earnings • May 12
Full year 2026 earnings released: EPS: JP¥120 (vs JP¥93.40 in FY 2025) Full year 2026 results: EPS: JP¥120 (up from JP¥93.40 in FY 2025). Revenue: JP¥195.4b (down 6.3% from FY 2025). Net income: JP¥17.4b (up 29% from FY 2025). Profit margin: 8.9% (up from 6.5% in FY 2025). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 27% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • May 11
Yodoko, Ltd., Annual General Meeting, Jun 23, 2026 Yodoko, Ltd., Annual General Meeting, Jun 23, 2026. Aankondiging • May 09
Yodoko, Ltd. to Report Fiscal Year 2026 Results on May 11, 2026 Yodoko, Ltd. announced that they will report fiscal year 2026 results on May 11, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥69.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 25 June 2026. Payout ratio is on the higher end at 87%, however this is supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%). Aankondiging • Mar 12
Yodoko, Ltd. (TSE:5451) announces an Equity Buyback for 3,500,000 shares, representing 2.39% for ¥5,393.5 million. Yodoko, Ltd. (TSE:5451) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 2.39% of its issued share capital, for total worth of ¥5,393.50 million worth of its shares. The shares will be repurchased at a price of ¥1,541 per share. The purpose of the share repurchases is to adopt timely and flexible financial strategies in response to changes in the operating environment, the company will repurchase and cancel treasury shares. As of March 12, 2026, the company has 146,141,050 shares are issued and outstanding and 13,045,100 shares are in treasury. Buy Or Sell Opportunity • Mar 03
Now 20% undervalued Over the last 90 days, the stock has risen 24% to JP¥1,620. The fair value is estimated to be JP¥2,025, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 11%. Valuation Update With 7 Day Price Move • Mar 02
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥1,646, the stock trades at a trailing P/E ratio of 20.5x. Average trailing P/E is 15x in the Metals and Mining industry in Japan. Total returns to shareholders of 248% over the past three years. Reported Earnings • Feb 07
Third quarter 2026 earnings released: EPS: JP¥23.47 (vs JP¥38.14 in 3Q 2025) Third quarter 2026 results: EPS: JP¥23.47 (down from JP¥38.14 in 3Q 2025). Revenue: JP¥47.1b (down 8.4% from 3Q 2025). Net income: JP¥3.40b (down 38% from 3Q 2025). Profit margin: 7.2% (down from 11% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 40% per year, which means it is tracking significantly ahead of earnings growth. Aankondiging • Jan 29
Shanghai Tsinghen International Trading Co.,Ltd. agreed to acquire 95% stake in Yodogawa-Shengyu (Hefei) High-Tech Steel Co.,Ltd. from Yodoko, Ltd. (TSE:5451) and Sheng Yu Steel Co., Ltd. (TWSE:2029). Shanghai Tsinghen International Trading Co.,Ltd. agreed to acquire 95% stake in Yodogawa-Shengyu (Hefei) High-Tech Steel Co.,Ltd. from Yodoko, Ltd. (TSE:5451) and Sheng Yu Steel Co., Ltd. (TWSE:2029) on January 28, 2026. The selling price is currently under negotiation.
The transaction was approved by acquirer board. The deal is expected to close in late June 2026. Aankondiging • Dec 02
Yodoko, Ltd. to Report Q3, 2026 Results on Feb 06, 2026 Yodoko, Ltd. announced that they will report Q3, 2026 results on Feb 06, 2026 Declared Dividend • Dec 02
First half dividend of JP¥40.00 announced Shareholders will receive a dividend of JP¥40.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 4.6%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by both earnings (74% earnings payout ratio) and cash flows (59% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 24% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 07
Second quarter 2026 earnings released: EPS: JP¥18.26 (vs JP¥17.86 in 2Q 2025) Second quarter 2026 results: EPS: JP¥18.26 (up from JP¥17.86 in 2Q 2025). Revenue: JP¥49.1b (down 6.9% from 2Q 2025). Net income: JP¥2.64b (up 2.4% from 2Q 2025). Profit margin: 5.4% (up from 4.9% in 2Q 2025). 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 37% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. Payout ratio is a comfortable 74% but the company is paying out more than the cash it is generating. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.2%). Aankondiging • Sep 03
Yodogawa Steel Works, Ltd. to Report Q2, 2026 Results on Nov 05, 2025 Yodogawa Steel Works, Ltd. announced that they will report Q2, 2026 results on Nov 05, 2025 Reported Earnings • Aug 08
First quarter 2026 earnings released: EPS: JP¥118 (vs JP¥20.04 in 1Q 2025) First quarter 2026 results: EPS: JP¥118 (up from JP¥20.04 in 1Q 2025). Revenue: JP¥52.8b (flat on 1Q 2025). Net income: JP¥3.40b (up 18% from 1Q 2025). Profit margin: 6.4% (up from 5.5% in 1Q 2025). Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Jul 09
Final dividend of JP¥20.00 announced Shareholders will receive a dividend of JP¥20.00. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 6.2%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (88% earnings payout ratio) but not covered by cash flows (140% cash payout ratio). The dividend has increased by an average of 18% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 29% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Jun 27
Full year 2025 earnings released: EPS: JP¥467 (vs JP¥154 in FY 2024) Full year 2025 results: EPS: JP¥467 (up from JP¥154 in FY 2024). Revenue: JP¥208.5b (up 2.2% from FY 2024). Net income: JP¥13.5b (up 203% from FY 2024). Profit margin: 6.5% (up from 2.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings. Aankondiging • Jun 04
Yodogawa Steel Works, Ltd. to Report Q1, 2026 Results on Aug 06, 2025 Yodogawa Steel Works, Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025 Reported Earnings • May 10
Full year 2025 earnings released: EPS: JP¥467 (vs JP¥154 in FY 2024) Full year 2025 results: EPS: JP¥467 (up from JP¥154 in FY 2024). Revenue: JP¥208.5b (up 2.2% from FY 2024). Net income: JP¥13.5b (up 203% from FY 2024). Profit margin: 6.5% (up from 2.2% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 36% per year, which means it is well ahead of earnings. Aankondiging • May 09
Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 24, 2025 Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 24, 2025. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥233 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 26 June 2025. Payout ratio is on the higher end at 88%, and the cash payout ratio is above 100%. Trailing yield: 5.5%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (4.1%). Aankondiging • Mar 04
Yodogawa Steel Works, Ltd. to Report Fiscal Year 2025 Results on May 09, 2025 Yodogawa Steel Works, Ltd. announced that they will report fiscal year 2025 results on May 09, 2025 Aankondiging • Feb 27
Yodogawa Steel Works, Ltd. Resolves on Changes in Its Representative Directors and Officers Yodogawa Steel Works, Ltd. announced that, at the meeting of Board of Directors held on February 27, 2025, it has resolved on changes in its Representative Directors and Officers. Changes in Representative Directors (Appointment date: April 1, 2025): The Company aims to further strengthen its management foundation, grow its group, and improve its corporate value through the new management system. Satoshi Nitta: Current title: President and Representative Director. New title: Director. Eiichi Tanaka: Current title: Director, Senior Managing Executive Officer. New title: President and Representative Director. Profile of new Representative Director (New President): Date of birth: August 19, 1962. Educational background Faculty of Economics, Osaka Prefecture University (Graduated in March 1985) Number of the Company's 12,145 shares shares owned Career summary Apr. 1985 Joined the Company June 2018 Executive Officer, Senior General Manager Corporate Planning Division, General Manager of Overseas Business Planning Dept. Apr. 2021 Senior Executive Officer, President and Chairman of the Board, YODOGAWA-SHENGYU (HEFEI) HIGH-TECH STEEL CO., LTD. June 2022 Director, Managing Executive Officer, Senior General Manager Corporate Planning Division, and General Manager of Overseas Business Planning Dept., Chairman of the Board of YODOGAWA- SHENGYU (HEFEI) HIGH-TECH STEEL CO., LTD., in charge of overseas affiliated companies Apr. 2024 Director, Senior Managing Executive Officer, Senior General Manager Corporate Planning Division, in charge of plants and in charge of Steel Sheet Development Dept., Chairman of the Board of YODOGAWA- SHENGYU (HEFEI) HIGH-TECH STEEL CO., LTD., in charge of overseas affiliated companies (Current position). Declared Dividend • Feb 11
Dividend of JP¥233 announced Shareholders will receive a dividend of JP¥233. Ex-date: 28th March 2025 Payment date: 26th June 2025 Dividend yield will be 5.6%, which is higher than the industry average of 3.4%. Sustainability & Growth Dividend is covered by earnings (88% earnings payout ratio) but not covered by cash flows (101% cash payout ratio). The dividend has increased by an average of 21% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 8.6% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 08
Third quarter 2025 earnings released: EPS: JP¥191 (vs JP¥88.83 in 3Q 2024) Third quarter 2025 results: EPS: JP¥191 (up from JP¥88.83 in 3Q 2024). Revenue: JP¥51.4b (down 1.5% from 3Q 2024). Net income: JP¥5.51b (up 115% from 3Q 2024). Profit margin: 11% (up from 4.9% in 3Q 2024). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 28% per year, which means it is well ahead of earnings. Aankondiging • Dec 03
Yodogawa Steel Works, Ltd. to Report Q3, 2025 Results on Feb 07, 2025 Yodogawa Steel Works, Ltd. announced that they will report Q3, 2025 results on Feb 07, 2025 Reported Earnings • Nov 08
First half 2025 earnings released: EPS: JP¥200 (vs JP¥180 in 1H 2024) First half 2025 results: EPS: JP¥200 (up from JP¥180 in 1H 2024). Revenue: JP¥105.3b (up 4.0% from 1H 2024). Net income: JP¥5.79b (up 12% from 1H 2024). Profit margin: 5.5% (up from 5.1% in 1H 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 30% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥100.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 5.6%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (4.3%). Aankondiging • Sep 03
Yodogawa Steel Works, Ltd. to Report Q2, 2025 Results on Nov 06, 2024 Yodogawa Steel Works, Ltd. announced that they will report Q2, 2025 results on Nov 06, 2024 Reported Earnings • Aug 14
First quarter 2025 earnings released: EPS: JP¥111 (vs JP¥69.87 in 1Q 2024) First quarter 2025 results: EPS: JP¥111 (up from JP¥69.87 in 1Q 2024). Revenue: JP¥52.6b (up 3.0% from 1Q 2024). Net income: JP¥3.21b (up 59% from 1Q 2024). Profit margin: 6.1% (up from 4.0% in 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 35% per year, which means it is well ahead of earnings. New Risk • May 13
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.2% Last year net profit margin: 4.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.1% average weekly change). Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (2.2% net profit margin). Aankondiging • May 12
Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 25, 2024 Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 25, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥55.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 24 June 2024. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (3.5%). Aankondiging • Mar 03
Yodogawa Steel Works, Ltd. to Report Fiscal Year 2024 Results on May 10, 2024 Yodogawa Steel Works, Ltd. announced that they will report fiscal year 2024 results on May 10, 2024 Reported Earnings • Feb 08
Third quarter 2024 earnings released: EPS: JP¥88.82 (vs JP¥90.75 in 3Q 2023) Third quarter 2024 results: EPS: JP¥88.82 (down from JP¥90.75 in 3Q 2023). Revenue: JP¥52.2b (down 1.6% from 3Q 2023). Net income: JP¥2.57b (down 2.0% from 3Q 2023). Profit margin: 4.9% (in line with 3Q 2023). Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 20% per year. Aankondiging • Dec 03
Yodogawa Steel Works, Ltd. to Report Q3, 2024 Results on Feb 06, 2024 Yodogawa Steel Works, Ltd. announced that they will report Q3, 2024 results on Feb 06, 2024 Reported Earnings • Nov 07
Second quarter 2024 earnings released: EPS: JP¥110 (vs JP¥87.15 in 2Q 2023) Second quarter 2024 results: EPS: JP¥110 (up from JP¥87.15 in 2Q 2023). Revenue: JP¥50.2b (down 18% from 2Q 2023). Net income: JP¥3.17b (up 26% from 2Q 2023). Profit margin: 6.3% (up from 4.1% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 23% per year whereas the company’s share price has increased by 22% per year. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥40.00 per share at 2.9% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.3%). In line with average of industry peers (3.2%). Buying Opportunity • Sep 20
Now 20% undervalued Over the last 90 days, the stock is up 15%. The fair value is estimated to be JP¥4,826, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 29%. Aankondiging • Sep 03
Yodogawa Steel Works, Ltd. to Report Q2, 2024 Results on Nov 06, 2023 Yodogawa Steel Works, Ltd. announced that they will report Q2, 2024 results on Nov 06, 2023 Reported Earnings • Aug 09
First quarter 2024 earnings released: EPS: JP¥69.86 (vs JP¥116 in 1Q 2023) First quarter 2024 results: EPS: JP¥69.86 (down from JP¥116 in 1Q 2023). Revenue: JP¥51.1b (down 11% from 1Q 2023). Net income: JP¥2.02b (down 40% from 1Q 2023). Profit margin: 4.0% (down from 5.8% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 24
Full year 2023 earnings released: EPS: JP¥367 (vs JP¥340 in FY 2022) Full year 2023 results: EPS: JP¥367 (up from JP¥340 in FY 2022). Revenue: JP¥220.3b (up 9.3% from FY 2022). Net income: JP¥10.6b (up 8.2% from FY 2022). Profit margin: 4.8% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. 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 21% per year, which means it is significantly lagging earnings growth. Aankondiging • Jun 03
Yodogawa Steel Works, Ltd. to Report Q1, 2024 Results on Aug 04, 2023 Yodogawa Steel Works, Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023 Aankondiging • May 13
Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 21, 2023 Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 21, 2023. Reported Earnings • May 12
Full year 2023 earnings released: EPS: JP¥367 (vs JP¥340 in FY 2022) Full year 2023 results: EPS: JP¥367 (up from JP¥340 in FY 2022). Revenue: JP¥220.3b (up 9.3% from FY 2022). Net income: JP¥10.6b (up 8.2% from FY 2022). Profit margin: 4.8% (down from 4.9% in FY 2022). The decrease in margin was driven by higher expenses. 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 20% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥62.00 per share at 3.9% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 29% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (4.6%). Reported Earnings • Feb 09
Third quarter 2023 earnings released: EPS: JP¥90.74 (vs JP¥123 in 3Q 2022) Third quarter 2023 results: EPS: JP¥90.74 (down from JP¥123 in 3Q 2022). Revenue: JP¥53.0b (up 2.5% from 3Q 2022). Net income: JP¥2.62b (down 26% from 3Q 2022). Profit margin: 4.9% (down from 6.9% in 3Q 2022). The decrease in margin was driven by higher expenses. 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 9% per year, which means it is significantly lagging earnings growth. Aankondiging • Dec 04
Yodogawa Steel Works, Ltd. to Report Q3, 2023 Results on Feb 06, 2023 Yodogawa Steel Works, Ltd. announced that they will report Q3, 2023 results on Feb 06, 2023 Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥87.15 (vs JP¥57.27 in 2Q 2022) Second quarter 2023 results: EPS: JP¥87.15 (up from JP¥57.27 in 2Q 2022). Revenue: JP¥60.9b (up 22% from 2Q 2022). Net income: JP¥2.52b (up 52% from 2Q 2022). Profit margin: 4.1% (up from 3.3% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
Less than half of directors are independent There are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 6 new directors. 5 experienced directors. 1 highly experienced director. 3 independent directors (4 non-independent directors). Audit & Supervisory Board Member Shiro Morioka is the most experienced director on the board, commencing their role in 2014. Independent Outside Director Sadato Kobayashi was the last independent director to join the board, commencing their role in 2021. 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. Reported Earnings • Nov 06
Second quarter 2023 earnings released: EPS: JP¥87.15 (vs JP¥57.27 in 2Q 2022) Second quarter 2023 results: EPS: JP¥87.15 (up from JP¥57.27 in 2Q 2022). Revenue: JP¥60.9b (up 22% from 2Q 2022). Net income: JP¥2.52b (up 52% from 2Q 2022). Profit margin: 4.1% (up from 3.3% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 28% but the company is not cash flow positive. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (5.4%). Aankondiging • Aug 31
Yodogawa Steel Works, Ltd. to Report Q2, 2023 Results on Nov 04, 2022 Yodogawa Steel Works, Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022 Reported Earnings • Aug 05
First quarter 2023 earnings released: EPS: JP¥116 (vs JP¥85.46 in 1Q 2022) First quarter 2023 results: EPS: JP¥116 (up from JP¥85.46 in 1Q 2022). Revenue: JP¥57.6b (up 31% from 1Q 2022). Net income: JP¥3.34b (up 36% from 1Q 2022). Profit margin: 5.8% (up from 5.6% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jun 24
Full year 2022 earnings released Full year 2022 results: Revenue: JP¥201.7b (up 34% from FY 2021). Net income: JP¥9.79b (up 56% from FY 2021). Profit margin: 4.9% (up from 4.2% in FY 2021). The increase in margin was driven by higher revenue. Aankondiging • Jun 03
Yodogawa Steel Works, Ltd. to Report Q1, 2023 Results on Aug 04, 2022 Yodogawa Steel Works, Ltd. announced that they will report Q1, 2023 results on Aug 04, 2022 Aankondiging • May 12
Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 21, 2022 Yodogawa Steel Works, Ltd., Annual General Meeting, Jun 21, 2022. Reported Earnings • May 11
Full year 2022 earnings released: EPS: JP¥340 (vs JP¥216 in FY 2021) Full year 2022 results: EPS: JP¥340 (up from JP¥216 in FY 2021). Revenue: JP¥201.7b (up 34% from FY 2021). Net income: JP¥9.79b (up 56% from FY 2021). Profit margin: 4.9% (up from 4.2% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Board Change • Apr 27
High number of new and inexperienced directors There 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. No highly experienced directors. Audit & Supervisory Board Member Shiro Morioka is the most experienced director on the board, commencing their role in 2014. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors. Aankondiging • Apr 08
Yodogawa Steel Works, Ltd. to Report Fiscal Year 2022 Results on May 10, 2022 Yodogawa Steel Works, Ltd. announced that they will report fiscal year 2022 results on May 10, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 23% but the company is not cash flow positive. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (4.8%). Reported Earnings • Feb 07
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥123 (up from JP¥59.03 in 3Q 2021). Revenue: JP¥51.8b (up 35% from 3Q 2021). Net income: JP¥3.56b (up 109% from 3Q 2021). Profit margin: 6.9% (up from 4.4% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 05
Second quarter 2022 earnings released: EPS JP¥57.27 (vs JP¥37.35 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥49.8b (up 46% from 2Q 2021). Net income: JP¥1.65b (up 52% from 2Q 2021). Profit margin: 3.3% (up from 3.2% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 3.0%. Within top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (2.8%). Reported Earnings • Aug 05
First quarter 2022 earnings released: EPS JP¥85.45 (vs JP¥62.30 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥44.0b (up 25% from 1Q 2021). Net income: JP¥2.46b (up 35% from 1Q 2021). Profit margin: 5.6% (up from 5.2% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has fallen by 5% per year. Reported Earnings • Jun 26
Full year 2021 earnings released: EPS JP¥216 (vs JP¥131 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥150.4b (down 2.4% from FY 2020). Net income: JP¥6.26b (up 62% from FY 2020). Profit margin: 4.2% (up from 2.5% in FY 2020). The increase in margin was driven by lower expenses. 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 7% per year. Reported Earnings • May 14
Full year 2021 earnings released: EPS JP¥216 (vs JP¥131 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥150.4b (down 2.4% from FY 2020). Net income: JP¥6.26b (up 62% from FY 2020). Profit margin: 4.2% (up from 2.5% in FY 2020). The increase in margin was driven by lower expenses. 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 9% per year. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 2.8%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.5%). Aankondiging • Mar 04
Yodogawa Steel Works, Ltd. to Report Fiscal Year 2021 Results on May 11, 2021 Yodogawa Steel Works, Ltd. announced that they will report fiscal year 2021 results on May 11, 2021 Is New 90 Day High Low • Mar 04
New 90-day high: JP¥2,380 The company is up 18% from its price of JP¥2,012 on 04 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 20% over the same period. Reported Earnings • Feb 07
Third quarter 2021 earnings released: EPS JP¥59.02 (vs JP¥45.60 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥38.4b (down 1.1% from 3Q 2020). Net income: JP¥1.70b (up 27% from 3Q 2020). Profit margin: 4.4% (up from 3.5% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 18% 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. Is New 90 Day High Low • Feb 05
New 90-day high: JP¥2,257 The company is up 13% from its price of JP¥1,994 on 06 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 21% over the same period. Is New 90 Day High Low • Jan 12
New 90-day high: JP¥2,189 The company is up 16% from its price of JP¥1,888 on 14 October 2020. The Japanese market is up 12% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Metals and Mining industry, which is up 27% over the same period. Aankondiging • Dec 05
Yodogawa Steel Works, Ltd. to Report Q3, 2021 Results on Feb 04, 2021 Yodogawa Steel Works, Ltd. announced that they will report Q3, 2021 results on Feb 04, 2021 Aankondiging • Sep 06
Yodogawa Steel Works, Ltd. to Report Q2, 2021 Results on Nov 04, 2020 Yodogawa Steel Works, Ltd. announced that they will report Q2, 2021 results on Nov 04, 2020 
