New Risk • Jul 31
New major risk - Revenue and earnings growth Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Reported Earnings • Jul 31
First quarter 2027 earnings: EPS and revenues exceed analyst expectations First quarter 2027 results: EPS: JP¥9.78 (up from JP¥8.70 in 1Q 2026). Revenue: JP¥258.5b (up 2.9% from 1Q 2026). Net income: JP¥4.83b (up 12% from 1Q 2026). Profit margin: 1.9% (up from 1.7% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.4%. Earnings per share (EPS) also surpassed analyst estimates by 56%. Revenue is forecast to stay flat during the next 3 years compared to a 3.2% growth forecast for the Tech industry in Japan. Over the last 3 years on average, earnings per share has increased by 51% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Declared Dividend • Jul 25
Final dividend of JP¥9.00 announced Shareholders will receive a dividend of JP¥9.00. Ex-date: 29th September 2026 Payment date: 30th November 2026 Dividend yield will be 2.5%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (35% cash payout ratio). The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend. Aankondiging • Jun 23
Konica Minolta, Inc. to Report Q1, 2027 Results on Jul 30, 2026 Konica Minolta, Inc. announced that they will report Q1, 2027 results on Jul 30, 2026 Reported Earnings • Jun 17
Full year 2026 earnings: EPS and revenues exceed analyst expectations Full year 2026 results: EPS: JP¥65.16 (up from JP¥187 loss in FY 2025). Revenue: JP¥1.09t (down 3.6% from FY 2025). Net income: JP¥32.2b (up JP¥124.8b from FY 2025). Profit margin: 3.0% (up from net loss in FY 2025). The move to profitability was driven by lower expenses. Revenue exceeded analyst estimates by 2.6%. Earnings per share (EPS) also surpassed analyst estimates by 14%. Revenue is forecast to stay flat during the next 3 years compared to a 3.1% growth forecast for the Tech industry in Japan. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Live-nieuws • May 15
Konica Minolta Achieves FY25 Profit With Dividend Increase Despite Softer Revenue Konica Minolta returned to profitability in FY25, reporting operating profit of ¥49.8b and net profit of ¥30.2b, supported by cost controls, margin improvement, and the absence of prior-year impairment losses.
Revenue in FY25 declined 3.6%, with softer sales in the office and healthcare segments, while the balance sheet showed a higher equity ratio and stronger operating cash flow.
The company lifted its FY2025 annual dividend to 12 yen per share, including a raised year-end dividend of 7 yen, after resuming dividends from zero in the previous fiscal year, citing stronger profits and cash generation.
The combination of a return to profit, tighter cost discipline, and a higher equity ratio suggests management is prioritizing financial resilience while signaling confidence through a higher dividend payout.
Investors may want to watch whether the planned dividend increases and portfolio investments remain sustainable if revenue pressure in office and healthcare persists or if macro factors such as tariffs and rising costs intensify. Aankondiging • May 14
Konica Minolta, Inc., Annual General Meeting, Jun 17, 2026 Konica Minolta, Inc., Annual General Meeting, Jun 17, 2026. Aankondiging • May 09
Konica Minolta, Inc. to Report Fiscal Year 2026 Results on May 14, 2026 Konica Minolta, Inc. announced that they will report fiscal year 2026 results on May 14, 2026 New Risk • Apr 24
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.1% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite being loss-making. Share price has been volatile over the past 3 months (7.1% average weekly change). Aankondiging • Feb 25
Konica Minolta, Inc. (TSE:4902) signed an agreement to acquire remaining 49% stake in Konica Minolta QOL Solutions, Inc. from Marubeni Corporation (TSE:8002). Konica Minolta, Inc. (TSE:4902) signed an agreement to acquire remaining 49% stake in Konica Minolta QOL Solutions, Inc. from Marubeni Corporation (TSE:8002) on February 24, 2026. Upon completion, Konica Minolta, Inc. will own 100% stake in Konica Minolta QOL Solutions, Inc. New Risk • Feb 10
New minor risk - Dividend sustainability The dividend is not well covered by earnings. The company is paying a dividend despite being loss-making. Dividend yield: 1.7% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company. Price Target Changed • Feb 03
Price target increased by 8.0% to JP¥695 Up from JP¥644, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of JP¥682. Stock is up 14% over the past year. The company is forecast to post earnings per share of JP¥59.00 next year compared to a net loss per share of JP¥187 last year. Price Target Changed • Dec 19
Price target increased by 8.5% to JP¥644 Up from JP¥593, the current price target is an average from 8 analysts. New target price is 6.0% below last closing price of JP¥685. Stock is up 2.0% over the past year. The company is forecast to post earnings per share of JP¥60.92 next year compared to a net loss per share of JP¥187 last year. Aankondiging • Dec 17
Konica Minolta, Inc. to Report Q3, 2026 Results on Feb 05, 2026 Konica Minolta, Inc. announced that they will report Q3, 2026 results on Feb 05, 2026 Price Target Changed • Nov 26
Price target increased by 7.2% to JP¥593 Up from JP¥553, the current price target is an average from 8 analysts. New target price is 6.7% below last closing price of JP¥635. Stock is down 6.2% over the past year. The company is forecast to post earnings per share of JP¥59.75 next year compared to a net loss per share of JP¥187 last year. Reported Earnings • Nov 06
Second quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behind Second quarter 2026 results: EPS: JP¥20.17 (up from JP¥14.68 loss in 2Q 2025). Revenue: JP¥262.0b (down 12% from 2Q 2025). Net income: JP¥9.97b (up JP¥17.2b from 2Q 2025). Profit margin: 3.8% (up from net loss in 2Q 2025). Revenue missed analyst estimates by 2.7%. Earnings per share (EPS) exceeded analyst estimates by 61%. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Tech industry in Japan are expected to grow by 2.6%. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 5% per year. Aankondiging • Sep 12
Konica Minolta, Inc. to Report Q2, 2026 Results on Nov 05, 2025 Konica Minolta, Inc. announced that they will report Q2, 2026 results on Nov 05, 2025 Reported Earnings • Aug 01
First quarter 2026 earnings: EPS exceeds analyst expectations while revenues lag behind First quarter 2026 results: EPS: JP¥8.70 (up from JP¥6.98 loss in 1Q 2025). Revenue: JP¥251.2b (down 12% from 1Q 2025). Net income: JP¥4.30b (up JP¥7.75b from 1Q 2025). Profit margin: 1.7% (up from net loss in 1Q 2025). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) exceeded analyst estimates by 142%. Revenue is expected to decline by 1.8% p.a. on average during the next 3 years, while revenues in the Tech industry in Japan are expected to grow by 2.2%. Over the last 3 years on average, earnings per share has fallen by 2% per year whereas the company’s share price has increased by 2% per year. Board Change • Jul 22
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Independent Director Saeko Arai was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Aankondiging • Jul 02
Adm (Group) Limited completed the acquisition of Konica Minolta Marketing Services Holding Company Limited from Konica Minolta, Inc. (TSE:4902). Adm (Group) Limited agreed to acquire Konica Minolta Marketing Services Holding Company Limited from Konica Minolta, Inc. (TSE:4902) on March 26, 2025. Adm (Group) Limited executed the share purchase agreement to acquire Konica Minolta Marketing Services Holding Company Limited from Konica Minolta, Inc. on March 26, 2025.
For the period ending March 31, 2024, Konica Minolta Marketing Services Holding Company Limited reported total revenue of £163 million. As of March 31, 2024, Konica Minolta Marketing Services Holding Company Limited reported total assets of £142 million and total common equity of £15 million.
The closing of the share sale is expected during the first half of the fiscal year ending March 31, 2026, and subject to certain closing conditions and required regulatory approvals. Rob McKie of DLA Piper LLP (US) aced as a legal advisor to Adm (Group).
Adm (Group) Limited completed the acquisition of Konica Minolta Marketing Services Holding Company Limited from Konica Minolta, Inc. (TSE:4902) on June 30, 2025. The impact of the share transfer on the Konica Minolta, Inc’s consolidated financial results for the fiscal year ending March 31, 2026, is immaterial. Aankondiging • Jun 21
Konica Minolta, Inc. to Report Q1, 2026 Results on Jul 31, 2025 Konica Minolta, Inc. announced that they will report Q1, 2026 results on Jul 31, 2025 Price Target Changed • Jun 10
Price target decreased by 7.6% to JP¥564 Down from JP¥611, the current price target is an average from 9 analysts. New target price is 29% above last closing price of JP¥438. Stock is down 9.3% over the past year. The company is forecast to post earnings per share of JP¥43.27 next year compared to a net loss per share of JP¥187 last year. Reported Earnings • May 16
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: JP¥187 loss per share (down from JP¥9.15 profit in FY 2024). Revenue: JP¥1.13t (down 2.8% from FY 2024). Net loss: JP¥92.6b (down JP¥97.1b from profit in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 46%. Revenue is expected to decline by 1.4% p.a. on average during the next 3 years, while revenues in the Tech industry in Japan are expected to grow by 2.2%. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 1% per year. Aankondiging • May 15
Konica Minolta, Inc., Annual General Meeting, Jun 17, 2025 Konica Minolta, Inc., Annual General Meeting, Jun 17, 2025. Aankondiging • Apr 30
Certina Software Investments Ag completed the acquisition of 64.90% stake in Mobotix AG (XTRA:MBQ) from Konica Minolta, Inc. (TSE:4902). Certina Software Investments Ag signed an agreement to acquire 64.90% stake in Mobotix AG (XTRA:MBQ) from Konica Minolta, Inc. (TSE:4902) on March 25, 2025. As part of acquisition, 8,615,382 shares will be acquired.
The transaction is subject to approval by regulatory board / committee. The transaction is expected to complete in first half of the fiscal year ending March 31, 2026. Michael Burian, Adrian Bingel and Ocka Stumm of Gleiss Lutz acted as legal advisor to Konica Minolta, Inc.
Certina Software Investments Ag completed the acquisition of 64.90% stake in Mobotix AG (XTRA:MBQ) from Konica Minolta, Inc. (TSE:4902) on April 29, 2025. Price Target Changed • Apr 26
Price target decreased by 7.2% to JP¥611 Down from JP¥658, the current price target is an average from 10 analysts. New target price is 37% above last closing price of JP¥447. Stock is down 14% over the past year. The company is forecast to post a net loss per share of JP¥65.66 compared to earnings per share of JP¥9.15 last year. New Risk • Apr 24
New major risk - Share price stability The company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Japanese stocks, typically moving 9.3% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Share price has been highly volatile over the past 3 months (9.3% average weekly change). Aankondiging • Mar 25
Konica Minolta, Inc. to Report Fiscal Year 2025 Results on May 15, 2025 Konica Minolta, Inc. announced that they will report fiscal year 2025 results on May 15, 2025 New Risk • Mar 23
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (16% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (5.2% average weekly change). Aankondiging • Feb 08
Konica Minolta, Inc. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2025 Konica Minolta, Inc. provided dividend guidance for the fiscal year ending March 31, 2025. For the year-end, the company expects to pay dividend of JPY 0.00 per share against JPY 5.00 per share paid a year ago. Price Target Changed • Jan 14
Price target increased by 10% to JP¥627 Up from JP¥569, the current price target is an average from 9 analysts. New target price is approximately in line with last closing price of JP¥628. Stock is up 49% over the past year. The company is forecast to post earnings per share of JP¥1.24 for next year compared to JP¥9.15 last year. Price Target Changed • Dec 20
Price target increased by 11% to JP¥607 Up from JP¥547, the current price target is an average from 9 analysts. New target price is 9.6% below last closing price of JP¥672. Stock is up 66% over the past year. The company is forecast to post earnings per share of JP¥0.84 for next year compared to JP¥9.15 last year. Aankondiging • Dec 17
Konica Minolta, Inc. to Report Q3, 2025 Results on Feb 06, 2025 Konica Minolta, Inc. announced that they will report Q3, 2025 results on Feb 06, 2025 New Risk • Nov 07
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (2.3x net interest cover). Minor Risk Share price has been volatile over the past 3 months (5.9% average weekly change). Reported Earnings • Nov 06
Second quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Second quarter 2025 results: JP¥14.68 loss per share (down from JP¥2.17 profit in 2Q 2024). Revenue: JP¥297.5b (up 3.9% from 2Q 2024). Net loss: JP¥7.26b (down JP¥8.34b from profit in 2Q 2024). Revenue exceeded analyst estimates by 2.2%. Earnings per share (EPS) missed analyst estimates. Revenue is expected to decline by 1.3% p.a. on average during the next 3 years, while revenues in the Tech industry in Japan are expected to grow by 2.6%. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Major Estimate Revision • Nov 06
Consensus EPS estimates fall by 102% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥1.17t to JP¥1.14t. Losses expected to increase from JP¥3.16 per share to JP¥6.40. Tech industry in Japan expected to see average net income growth of 12% next year. Consensus price target broadly unchanged at JP¥527. Share price rose 2.4% to JP¥666 over the past week. Buy Or Sell Opportunity • Oct 28
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 47% to JP¥638. The fair value is estimated to be JP¥517, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 1.0% per annum. Earnings are forecast to grow by 35% per annum over the same time period. Price Target Changed • Oct 26
Price target increased by 13% to JP¥520 Up from JP¥462, the current price target is an average from 10 analysts. New target price is 14% below last closing price of JP¥602. Stock is up 36% over the past year. The company is forecast to post a net loss per share of JP¥3.16 compared to earnings per share of JP¥9.15 last year. Major Estimate Revision • Oct 26
Consensus EPS estimates fall by 16% The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -JP¥2.73 to -JP¥3.16 per share. Revenue forecast unchanged at JP¥1.17t. Tech industry in Japan expected to see average net income growth of 10% next year. Consensus price target up from JP¥462 to JP¥520. Share price rose 26% to JP¥602 over the past week. Valuation Update With 7 Day Price Move • Oct 24
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥561, the stock trades at a forward P/E ratio of 63x. Average forward P/E is 13x in the Tech industry in Japan. Total returns to shareholders of 7.3% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥517 per share. Aankondiging • Oct 08
Sato Corporation Announces New Collaboration with Konica Minolta, Inc SATO Corporation announced a new collaboration with Konica Minolta, Inc., as it will now build its flagship CL4NX Plus and CL6NX Plus printers using recycled plastics that Konica Minolta has developed for its multifunctional printers. SATO’s industrial printers made from recycled materials will soon be available on the market. Product development at SATO adheres to eight principles it defines as SATO universal printer design, which expresses its commitment to creating printers that offer equitable use, reliable operation and lasting quality. Its products support multiple languages and function regardless of the workplace environment and available infrastructure. SATO’s collaboration with Konica Minolta is a new step toward environmental stewardship, which is integral to SATO universal printer design. SATO currently offers linerless labels as part of its efforts to use resources sustainably and reduce carbon emissions, but it now takes this commitment further by incorporating recycled plastics into select printer models starting Fiscal Year 2024. Konica Minolta’s recycled plastics meet SATO’s stringent quality standards for flame retardancy, flexural strength, density and mold shrinkage rate. The recycled plastics are used in 40% of the housing components of CL4NX Plus and CL6NX Plus, and SATO expects to reduce carbon emissions by 65% in parts where recycled plastic is used, compared to conventional parts without compromising the quality that virgin materials provide. Using recycled plastics in its flagship printers sold worldwide not only supports SATO’s global sustainability efforts but also allows its customers to contribute to reducing carbon emissions. The material developed by Konica Minolta is a recycled ABS plastic, a flame-retardant, durable and easy-to-mold synthetic resin. Used in Konica Minolta’s multifunctional printers, these plastics are collected from used game machines that are separated, dismantled, crushed and washed. The processed material is then melted and compounded into plastic pellets for horizontal recycling. In line with corporate mission, SATO will seek ever more sustainable manufacturing practices by incorporating recycled materials in products. Aankondiging • Sep 20
Konica Minolta, Inc. to Report Q2, 2025 Results on Nov 05, 2024 Konica Minolta, Inc. announced that they will report Q2, 2025 results on Nov 05, 2024 Major Estimate Revision • Sep 05
Consensus EPS estimates fall by 12% The consensus outlook for fiscal year 2025 has been updated. 2025 expected loss increased from -JP¥2.70 to -JP¥3.02 per share. Revenue forecast unchanged at JP¥1.17t. Tech industry in Japan expected to see average net income growth of 13% next year. Consensus price target broadly unchanged at JP¥462. Share price fell 2.2% to JP¥424 over the past week. Buy Or Sell Opportunity • Aug 28
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 3.1% to JP¥438. The fair value is estimated to be JP¥548, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 11% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to decline by 1.0% per annum. Earnings are forecast to grow by 34% per annum over the same time period. Major Estimate Revision • Aug 20
Consensus EPS estimates fall from profit to JP¥0.056 loss The consensus outlook for fiscal year 2025 has been updated. Expected to report loss instead of -JP¥0.056 instead of JP¥3.24 per share profit previously forecast. Revenue forecast unchanged at JP¥1.17t Tech industry in Japan expected to see average net income growth of 12% next year. Consensus price target of JP¥464 unchanged from last update. Share price rose 11% to JP¥406 over the past week. Major Estimate Revision • Aug 08
Consensus EPS estimates increase by 11% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate increased from JP¥5.43 to JP¥6.00. Revenue forecast steady at JP¥1.17t. Net income forecast to grow 16% next year vs 13% growth forecast for Tech industry in Japan. Consensus price target down from JP¥486 to JP¥464. Share price fell 14% to JP¥350 over the past week. Valuation Update With 7 Day Price Move • Aug 07
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to JP¥351, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 12x in the Tech industry in Japan. Total loss to shareholders of 32% over the past three years. Reported Earnings • Aug 02
First quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2025 results: JP¥6.98 loss per share (improved from JP¥11.27 loss in 1Q 2024). Revenue: JP¥286.2b (up 7.4% from 1Q 2024). Net loss: JP¥3.45b (loss narrowed 38% from 1Q 2024). Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) missed analyst estimates. Revenue is expected to decline by 1.1% p.a. on average during the next 3 years, while revenues in the Tech industry in Japan are expected to grow by 2.8%. Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 12% per year, which means it has not declined as severely as earnings. Aankondiging • Jul 31
Konica Minolta, Inc. to Report Q1, 2025 Final Results on Aug 09, 2024 Konica Minolta, Inc. announced that they will report Q1, 2025 final results on Aug 09, 2024 Major Estimate Revision • Jul 25
Consensus EPS estimates fall by 16% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥8.17 to JP¥6.84 per share. Revenue forecast steady at JP¥1.16t. Net income forecast to shrink 25% next year vs 7.3% growth forecast for Tech industry in Japan . Consensus price target broadly unchanged at JP¥486. Share price fell 6.8% to JP¥441 over the past week. Major Estimate Revision • Jul 10
Consensus EPS estimates fall by 20% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥10.79 to JP¥8.61 per share. Revenue forecast steady at JP¥1.16t. Net income forecast to shrink 5.8% next year vs 9.0% growth forecast for Tech industry in Japan . Consensus price target broadly unchanged at JP¥493. Share price was steady at JP¥463 over the past week. Reported Earnings • Jun 23
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: JP¥9.15 (up from JP¥209 loss in FY 2023). Revenue: JP¥1.16t (up 2.6% from FY 2023). Net income: JP¥4.52b (up JP¥107.7b from FY 2023). Profit margin: 0.4% (up from net loss in FY 2023). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is forecast to stay flat during the next 3 years compared to a 2.8% growth forecast for the Tech industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 53 percentage points per year, which is a significant difference in performance. Aankondiging • Jun 22
Konica Minolta, Inc. to Report Q1, 2025 Results on Jul 31, 2024 Konica Minolta, Inc. announced that they will report Q1, 2025 results on Jul 31, 2024 Major Estimate Revision • Jun 19
Consensus EPS estimates fall by 17% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from JP¥17.44 to JP¥14.44 per share. Revenue forecast steady at JP¥1.16t. Net income forecast to grow 56% next year vs 14% growth forecast for Tech industry in Japan. Consensus price target broadly unchanged at JP¥494. Share price fell 7.5% to JP¥439 over the past week. Reported Earnings • May 16
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: EPS: JP¥9.15 (up from JP¥209 loss in FY 2023). Revenue: JP¥1.16t (up 2.6% from FY 2023). Net income: JP¥4.52b (up JP¥107.7b from FY 2023). Profit margin: 0.4% (up from net loss in FY 2023). The move to profitability was primarily driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 20%. Revenue is expected to decline by 1.0% p.a. on average during the next 3 years, while revenues in the Tech industry in Japan are expected to grow by 2.6%. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance. Aankondiging • May 16
Konica Minolta, Inc., Annual General Meeting, Jun 18, 2024 Konica Minolta, Inc., Annual General Meeting, Jun 18, 2024. Aankondiging • May 09
Konica Minolta, Inc. Revises Consolidated Earnings Guidance for the Fiscal Year Ended March 31, 2024 Konica Minolta, Inc. revised consolidated earnings guidance for the fiscal year ended March 31, 2024. For the year, the company expects revenue in the range of JPY 1,160,000 million, Operating profit of JPY 26,000 million, Profit attributable to owners of the Company of JPY 4,500 million, Basic earnings per share of JPY 9.10 compared to the previous guidance of revenue of JPY 1,150,000, Operating profit of JPY 24,000 million, Profit attributable to owners of the Company of JPY 4,000 million, Basic earnings per share of JPY 8.09 provided earlier. Aankondiging • Mar 28
Konica Minolta, Inc. to Report Fiscal Year 2024 Results on May 14, 2024 Konica Minolta, Inc. announced that they will report fiscal year 2024 results on May 14, 2024 Reported Earnings • Feb 03
Third quarter 2024 earnings: EPS misses analyst expectations Third quarter 2024 results: EPS: JP¥0.70 (down from JP¥7.06 in 3Q 2023). Revenue: JP¥289.2b (flat on 3Q 2023). Net income: JP¥343.0m (down 90% from 3Q 2023). Profit margin: 0.1% (down from 1.2% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 90%. Revenue is forecast to stay flat during the next 3 years compared to a 2.6% growth forecast for the Tech industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance. Aankondiging • Jan 12
Konica Minolta, Inc. (TSE:4902) completed the acquisition of 23% stake in REALM IDx, Inc. from INCJ, Ltd. for approximately $220 million. Konica Minolta, Inc. (TSE:4902) agreed to acquire an additional 23% stake in REALM IDx, Inc. from INCJ, Ltd. for $220 million on July 3, 2023. Konica Minolta's ownership percentage in REALM IDx, Inc. will increase to 98.6% upon completion of the share acquisition.
Konica Minolta, Inc. (TSE:4902) completed the acquisition of 23% stake in REALM IDx, Inc. from INCJ, Ltd. for approximately $220 million on January 10, 2024. Aankondiging • Dec 22
Konica Minolta, Inc. to Report Q3, 2024 Results on Feb 01, 2024 Konica Minolta, Inc. announced that they will report Q3, 2024 results on Feb 01, 2024 Reported Earnings • Nov 03
Second quarter 2024 earnings: EPS and revenues miss analyst expectations Second quarter 2024 results: EPS: JP¥2.17 (down from JP¥4.03 in 2Q 2023). Revenue: JP¥286.4b (up 1.2% from 2Q 2023). Net income: JP¥1.07b (down 46% from 2Q 2023). Profit margin: 0.4% (down from 0.7% in 2Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) exceeded analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 2.5% growth forecast for the Tech industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance. Aankondiging • Sep 23
Konica Minolta, Inc. to Report Q2, 2024 Results on Nov 02, 2023 Konica Minolta, Inc. announced that they will report Q2, 2024 results on Nov 02, 2023 Reported Earnings • Aug 02
First quarter 2024 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2024 results: JP¥11.27 loss per share (improved from JP¥17.69 loss in 1Q 2023). Revenue: JP¥266.4b (up 7.5% from 1Q 2023). Net loss: JP¥5.57b (loss narrowed 36% from 1Q 2023). Revenue exceeded analyst estimates by 2.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 2.4% growth forecast for the Tech industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance. Board Change • Jul 20
High number of new directors There are 5 new directors who have joined the board in the last 3 years. Executive VP, GM of Corporate Planning Headquarters, Executive Officer & Director Noriyasu Kuzuhara was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model. Aankondiging • Jun 24
Konica Minolta, Inc. to Report Q1, 2024 Results on Aug 01, 2023 Konica Minolta, Inc. announced that they will report Q1, 2024 results on Aug 01, 2023 Reported Earnings • Jun 24
Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2023 results: JP¥209 loss per share (further deteriorated from JP¥52.93 loss in FY 2022). Revenue: JP¥1.13t (up 24% from FY 2022). Net loss: JP¥103.2b (loss widened 295% from FY 2022). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates significantly. Revenue is forecast to stay flat during the next 3 years compared to a 2.2% growth forecast for the Tech industry in Japan. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Reported Earnings • May 18
Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Full year 2023 results: JP¥209 loss per share (further deteriorated from JP¥52.93 loss in FY 2022). Revenue: JP¥1.13t (up 24% from FY 2022). Net loss: JP¥103.2b (loss widened 295% from FY 2022). Revenue exceeded analyst estimates by 1.8%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to stay flat during the next 3 years compared to a 1.8% growth forecast for the Tech industry in Japan. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Aankondiging • May 16
Konica Minolta, Inc., Annual General Meeting, Jun 20, 2023 Konica Minolta, Inc., Annual General Meeting, Jun 20, 2023. Buying Opportunity • May 10
Now 22% undervalued after recent price drop Over the last 90 days, the stock is down 4.2%. The fair value is estimated to be JP¥698, 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. Meanwhile, the company became loss making. Buying Opportunity • Apr 07
Now 21% undervalued Over the last 90 days, the stock is up 8.6%. The fair value is estimated to be JP¥703, 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. Meanwhile, the company became loss making. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥10.00 per share at 3.5% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 May 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.1%). Reported Earnings • Feb 03
Third quarter 2023 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2023 results: EPS: JP¥7.06 (up from JP¥18.09 loss in 3Q 2022). Revenue: JP¥290.3b (up 34% from 3Q 2022). Net income: JP¥3.49b (up JP¥12.4b from 3Q 2022). Profit margin: 1.2% (up from net loss in 3Q 2022). Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) missed analyst estimates by 4.9%. Revenue is forecast to stay flat during the next 3 years compared to a 2.3% growth forecast for the Tech industry in Japan. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.