Reported Earnings • May 20
Full year 2026 earnings released: EPS: JP¥26.50 (vs JP¥10.94 in FY 2025) Full year 2026 results: EPS: JP¥26.50 (up from JP¥10.94 in FY 2025). Revenue: JP¥21.7b (up 8.0% from FY 2025). Net income: JP¥596.0m (up 142% from FY 2025). Profit margin: 2.7% (up from 1.2% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Aankondiging • May 15
OIZUMI Corporation, Annual General Meeting, Jun 29, 2026 OIZUMI Corporation, Annual General Meeting, Jun 29, 2026. Aankondiging • May 10
OIZUMI Corporation to Report Fiscal Year 2026 Results on May 15, 2026 OIZUMI Corporation announced that they will report fiscal year 2026 results on May 15, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥12.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 58% but the company is not cash flow positive. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%). Reported Earnings • Feb 16
Third quarter 2026 earnings released: EPS: JP¥5.51 (vs JP¥14.23 loss in 3Q 2025) Third quarter 2026 results: EPS: JP¥5.51 (up from JP¥14.23 loss in 3Q 2025). Revenue: JP¥6.55b (up 49% from 3Q 2025). Net income: JP¥124.0m (up JP¥444.0m from 3Q 2025). Profit margin: 1.9% (up from net loss in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 46% 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. Aankondiging • Dec 27
OIZUMI Corporation to Report Q3, 2026 Results on Feb 13, 2026 OIZUMI Corporation announced that they will report Q3, 2026 results on Feb 13, 2026 Reported Earnings • Nov 17
Second quarter 2026 earnings released: EPS: JP¥18.00 (vs JP¥18.36 in 2Q 2025) Second quarter 2026 results: EPS: JP¥18.00 (down from JP¥18.36 in 2Q 2025). Revenue: JP¥5.85b (down 1.0% from 2Q 2025). Net income: JP¥405.0m (down 1.9% from 2Q 2025). Profit margin: 6.9% (down from 7.0% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Declared Dividend • Nov 15
Dividend of JP¥12.00 announced Dividend of JP¥12.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 3.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 8x earnings) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 4.1% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to grow by 809% to bring the payout ratio under control. However, EPS has declined by 49% over the last 5 years so the company would need to reverse this trend. Aankondiging • Sep 27
OIZUMI Corporation to Report Q2, 2026 Results on Nov 14, 2025 OIZUMI Corporation announced that they will report Q2, 2026 results on Nov 14, 2025 Reported Earnings • Aug 10
First quarter 2026 earnings released: EPS: JP¥16.49 (vs JP¥25.96 in 1Q 2025) First quarter 2026 results: EPS: JP¥16.49 (down from JP¥25.96 in 1Q 2025). Revenue: JP¥4.82b (down 16% from 1Q 2025). Net income: JP¥371.0m (down 37% from 1Q 2025). Profit margin: 7.7% (down from 10% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 5% per year whereas the company’s share price has fallen by 7% per year. Aankondiging • Jul 09
OIZUMI Corporation to Report Q1, 2026 Results on Aug 08, 2025 OIZUMI Corporation announced that they will report Q1, 2026 results on Aug 08, 2025 Board Change • Jul 01
Insufficient new directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 6 experienced directors. 2 highly experienced directors. Independent Outside Director Tomohide Kohara was the last director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment. Reported Earnings • May 19
Full year 2025 earnings released: EPS: JP¥10.94 (vs JP¥23.47 in FY 2024) Full year 2025 results: EPS: JP¥10.94 (down from JP¥23.47 in FY 2024). Revenue: JP¥20.1b (down 6.0% from FY 2024). Net income: JP¥246.0m (down 53% from FY 2024). Profit margin: 1.2% (down from 2.5% in FY 2024). Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings. Aankondiging • May 14
OIZUMI Corporation, Annual General Meeting, Jun 27, 2025 OIZUMI Corporation, Annual General Meeting, Jun 27, 2025. Aankondiging • Mar 27
OIZUMI Corporation to Report Fiscal Year 2025 Results on May 14, 2025 OIZUMI Corporation announced that they will report fiscal year 2025 results on May 14, 2025 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥12.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 35% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%). Reported Earnings • Feb 15
Third quarter 2025 earnings released: JP¥14.23 loss per share (vs JP¥5.29 loss in 3Q 2024) Third quarter 2025 results: JP¥14.23 loss per share (further deteriorated from JP¥5.29 loss in 3Q 2024). Revenue: JP¥4.39b (up 1.2% from 3Q 2024). Net loss: JP¥320.0m (loss widened 169% from 3Q 2024). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Aankondiging • Jan 03
OIZUMI Corporation to Report Q3, 2025 Results on Feb 13, 2025 OIZUMI Corporation announced that they will report Q3, 2025 results on Feb 13, 2025 Aankondiging • Dec 21
TACT Holdings Co., Ltd. agreed to acquire Myoko Shuzo Co., Ltd. from OIZUMI Corporation (TSE:6428). TACT Holdings Co., Ltd. agreed to acquire Myoko Shuzo Co., Ltd. from OIZUMI Corporation (TSE:6428) on December 19, 2024. New Risk • Nov 20
New minor risk - Earnings quality The company has large one-off items impacting its financial results. One-off items were 81% of the size of the rest of the company's trailing 12-month earnings before tax. This is considered a minor risk. One-off items are incomes or expenses that the company does not expect to repeat in future periods. Examples include profits from the sale of a business or expenses from a restructuring or legal settlements. If the company's reported statutory earnings include a large proportion of one-off items it means they may be an unreliable indicator of its true business performance as the earnings were skewed by these incomes or expenses. Currently, the following risks have been identified for the company: Minor Risks Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.5% net profit margin). Market cap is less than US$100m (JP¥7.83b market cap, or US$50.6m). Declared Dividend • Nov 15
Dividend of JP¥12.00 announced Dividend of JP¥12.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 3.5%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by earnings (51% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 5.5% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. The company's earnings per share (EPS) would need to decline by 43% to shift the payout ratio to a potentially unsustainable range, which is more than the 2.5% EPS decline seen over the last 5 years. Aankondiging • Sep 14
OIZUMI Corporation to Report Q2, 2025 Results on Nov 13, 2024 OIZUMI Corporation announced that they will report Q2, 2025 results on Nov 13, 2024 Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥276, the stock trades at a trailing P/E ratio of 11.8x. Average trailing P/E is 12x in the Electronic industry in Japan. Total loss to shareholders of 21% over the past three years. Aankondiging • Jul 06
OIZUMI Corporation to Report Q1, 2025 Results on Aug 09, 2024 OIZUMI Corporation announced that they will report Q1, 2025 results on Aug 09, 2024 Reported Earnings • May 16
Full year 2024 earnings released: EPS: JP¥23.47 (vs JP¥69.39 in FY 2023) Full year 2024 results: EPS: JP¥23.47 (down from JP¥69.39 in FY 2023). Revenue: JP¥21.4b (up 18% from FY 2023). Net income: JP¥528.0m (down 66% from FY 2023). Profit margin: 2.5% (down from 8.6% in FY 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Aankondiging • May 15
OIZUMI Corporation, Annual General Meeting, Jun 27, 2024 OIZUMI Corporation, Annual General Meeting, Jun 27, 2024. Aankondiging • Mar 29
OIZUMI Corporation to Report Fiscal Year 2024 Results on May 13, 2024 OIZUMI Corporation announced that they will report fiscal year 2024 results on May 13, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥12.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.4%). Reported Earnings • Feb 15
Third quarter 2024 earnings released: JP¥5.29 loss per share (vs JP¥2.31 profit in 3Q 2023) Third quarter 2024 results: JP¥5.29 loss per share (down from JP¥2.31 profit in 3Q 2023). Revenue: JP¥4.34b (up 19% from 3Q 2023). Net loss: JP¥119.0m (down 329% from profit in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. New Risk • Feb 14
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 6.1% 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: Major Risk Debt is not well covered by operating cash flow (currently running at an operating cash loss). Minor Risks Paying a dividend despite having no free cash flows. Share price has been volatile over the past 3 months (6.1% average weekly change). Large one-off items impacting financial results. Market cap is less than US$100m (JP¥9.02b market cap, or US$59.9m). Aankondiging • Dec 22
OIZUMI Corporation to Report Q3, 2024 Results on Feb 13, 2024 OIZUMI Corporation announced that they will report Q3, 2024 results on Feb 13, 2024 Reported Earnings • Nov 16
Second quarter 2024 earnings released: EPS: JP¥21.47 (vs JP¥0.62 in 2Q 2023) Second quarter 2024 results: EPS: JP¥21.47 (up from JP¥0.62 in 2Q 2023). Revenue: JP¥6.25b (up 55% from 2Q 2023). Net income: JP¥483.0m (up JP¥469.0m from 2Q 2023). Profit margin: 7.7% (up from 0.3% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Aankondiging • Sep 28
OIZUMI Corporation to Report Q2, 2024 Results on Nov 13, 2023 OIZUMI Corporation announced that they will report Q2, 2024 results on Nov 13, 2023 Valuation Update With 7 Day Price Move • Aug 17
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥408, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 24% over the past three years. Reported Earnings • Aug 12
First quarter 2024 earnings released: EPS: JP¥3.16 (vs JP¥9.20 in 1Q 2023) First quarter 2024 results: EPS: JP¥3.16 (down from JP¥9.20 in 1Q 2023). Revenue: JP¥5.43b (up 65% from 1Q 2023). Net income: JP¥71.0m (down 66% from 1Q 2023). Profit margin: 1.3% (down from 6.3% in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Reported Earnings • May 17
Full year 2023 earnings released: EPS: JP¥75.17 (vs JP¥17.29 in FY 2022) Full year 2023 results: EPS: JP¥75.17 (up from JP¥17.29 in FY 2022). Revenue: JP¥18.1b (up 68% from FY 2022). Net income: JP¥1.69b (up 335% from FY 2022). Profit margin: 9.3% (up from 3.6% in FY 2022). Over the last 3 years on average, earnings per share has fallen by 16% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings. Aankondiging • May 13
OIZUMI Corporation, Annual General Meeting, Jun 29, 2023 OIZUMI Corporation, Annual General Meeting, Jun 29, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥12.00 per share at 2.5% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%). Reported Earnings • Feb 15
Third quarter 2023 earnings released: EPS: JP¥2.31 (vs JP¥6.85 in 3Q 2022) Third quarter 2023 results: EPS: JP¥2.31 (down from JP¥6.85 in 3Q 2022). Revenue: JP¥3.65b (up 25% from 3Q 2022). Net income: JP¥52.0m (down 66% from 3Q 2022). Profit margin: 1.4% (down from 5.3% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Aankondiging • Dec 28
OIZUMI Corporation to Report Q3, 2023 Results on Feb 13, 2023 OIZUMI Corporation announced that they will report Q3, 2023 results on Feb 13, 2023 Valuation Update With 7 Day Price Move • Dec 27
Investor sentiment improved over the past week After last week's 22% share price gain to JP¥505, the stock trades at a trailing P/E ratio of 60.1x. Average trailing P/E is 10x in the Electronic industry in Japan. Total loss to shareholders of 12% over the past three years. Reported Earnings • Nov 17
Second quarter 2023 earnings released: EPS: JP¥0.62 (vs JP¥0.31 in 2Q 2022) Second quarter 2023 results: EPS: JP¥0.62 (up from JP¥0.31 in 2Q 2022). Revenue: JP¥4.04b (up 40% from 2Q 2022). Net income: JP¥14.0m (up 100% from 2Q 2022). Profit margin: 0.3% (up from 0.2% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 20% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Board Change • Nov 16
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. No independent directors (6 non-independent directors). Manager of Administrative Department and Director Shinobu Maeda was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Aankondiging • Sep 28
OIZUMI Corporation to Report Q2, 2023 Results on Nov 14, 2022 OIZUMI Corporation announced that they will report Q2, 2023 results on Nov 14, 2022 Aankondiging • Aug 20
OIZUMI Corporation (TSE:6428) Signed a share transfer agreement to acquire Takeuchi Pharmaceutical Co., Ltd from Saju Kanemitsu and 4 other individual shareholders. OIZUMI Corporation (TSE:6428) Signed a share transfer agreement to acquire Takeuchi Pharmaceutical Co., Ltd from Saju Kanemitsu and 4 other individual shareholders on August 19, 2022.OIZUMI Corporation will acquire 10,000 shares of Takeuchi Pharmaceutical. The transaction is expected to close on August 31, 2022. Reported Earnings • Aug 14
First quarter 2023 earnings released: EPS: JP¥9.20 (vs JP¥18.40 in 1Q 2022) First quarter 2023 results: EPS: JP¥9.20 (down from JP¥18.40 in 1Q 2022). Revenue: JP¥3.29b (up 14% from 1Q 2022). Net income: JP¥207.0m (down 50% from 1Q 2022). Profit margin: 6.3% (down from 14% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Aankondiging • Jul 02
OIZUMI Corporation to Report Q1, 2023 Results on Aug 12, 2022 OIZUMI Corporation announced that they will report Q1, 2023 results on Aug 12, 2022 Reported Earnings • May 19
Full year 2022 earnings released: EPS: JP¥17.29 (vs JP¥52.54 in FY 2021) Full year 2022 results: EPS: JP¥17.29 (down from JP¥52.54 in FY 2021). Revenue: JP¥10.8b (down 16% from FY 2021). Net income: JP¥389.0m (down 67% from FY 2021). Profit margin: 3.6% (down from 9.2% in FY 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Aankondiging • May 14
OIZUMI Corporation, Annual General Meeting, Jun 29, 2022 OIZUMI Corporation, Annual General Meeting, Jun 29, 2022. Board Change • Apr 27
No independent directors No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 2 experienced directors. 7 highly experienced directors. No independent directors (6 non-independent directors). Manager of Administrative Department and Director Shinobu Maeda was the last director to join the board, commencing their role in 2007. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Aankondiging • Apr 08
OIZUMI Corporation to Report Fiscal Year 2022 Results on May 13, 2022 OIZUMI Corporation announced that they will report fiscal year 2022 results on May 13, 2022 Valuation Update With 7 Day Price Move • Apr 06
Investor sentiment improved over the past week After last week's 15% share price gain to JP¥459, the stock trades at a trailing P/E ratio of 10.5x. Average trailing P/E is 12x in the Electronic industry in Japan. Total returns to shareholders of 21% over the past three years. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥9.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.3%). Reported Earnings • Feb 12
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥6.85 (down from JP¥22.23 in 3Q 2021). Revenue: JP¥2.93b (down 42% from 3Q 2021). Net income: JP¥154.0m (down 69% from 3Q 2021). Profit margin: 5.3% (down from 9.9% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Nov 18
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥325, the stock trades at a trailing P/E ratio of 5.5x. Average trailing P/E is 14x in the Electronic industry in Japan. Total loss to shareholders of 25% over the past three years. Reported Earnings • Nov 12
Second quarter 2022 earnings released: EPS JP¥0.31 (vs JP¥5.78 in 2Q 2021) The company reported a mediocre second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2022 results: Revenue: JP¥2.89b (up 36% from 2Q 2021). Net income: JP¥7.00m (down 95% from 2Q 2021). Profit margin: 0.2% (down from 6.1% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Reported Earnings • May 15
Full year 2021 earnings released: EPS JP¥52.54 (vs JP¥40.59 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥12.8b (up 6.8% from FY 2020). Net income: JP¥1.18b (up 30% from FY 2020). Profit margin: 9.2% (up from 7.6% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 72% per year but the company’s share price has fallen by 14% per year, which means it is significantly lagging earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥9.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.1%). Aankondiging • Mar 13
OIZUMI Corporation to Report Fiscal Year 2021 Results on May 13, 2021 OIZUMI Corporation announced that they will report fiscal year 2021 results on May 13, 2021 Reported Earnings • Feb 14
Third quarter 2021 earnings released: EPS JP¥22.23 (vs JP¥5.60 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥5.06b (up 88% from 3Q 2020). Net income: JP¥500.0m (up 297% from 3Q 2020). Profit margin: 9.9% (up from 4.7% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings. Is New 90 Day High Low • Jan 04
New 90-day high: JP¥429 The company is up 7.0% from its price of JP¥400 on 06 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Electronic industry, which is up 19% over the same period. Aankondiging • Dec 19
OIZUMI Corporation to Report Q3, 2021 Results on Feb 12, 2021 OIZUMI Corporation announced that they will report Q3, 2021 results on Feb 12, 2021 Aankondiging • Sep 26
OIZUMI Corporation to Report Q2, 2021 Results on Nov 13, 2020 OIZUMI Corporation announced that they will report Q2, 2021 results on Nov 13, 2020 Aankondiging • Jun 28
OIZUMI Corporation to Report Q1, 2021 Results on Aug 12, 2020 OIZUMI Corporation announced that they will report Q1, 2021 results on Aug 12, 2020