Reported Earnings • Feb 16
Third quarter 2026 earnings released: EPS: JP¥37.71 (vs JP¥33.22 in 3Q 2025) Third quarter 2026 results: EPS: JP¥37.71 (up from JP¥33.22 in 3Q 2025). Revenue: JP¥2.73b (up 8.0% from 3Q 2025). Net income: JP¥123.0m (up 14% from 3Q 2025). Profit margin: 4.5% (up from 4.3% in 3Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth. Announcement • Dec 04
Sanyu Construction Co.,Ltd. to Report Q3, 2026 Results on Feb 13, 2026 Sanyu Construction Co.,Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026 Reported Earnings • Nov 15
Second quarter 2026 earnings released: EPS: JP¥48.20 (vs JP¥32.37 in 2Q 2025) Second quarter 2026 results: EPS: JP¥48.20 (up from JP¥32.37 in 2Q 2025). Revenue: JP¥2.82b (up 24% from 2Q 2025). Net income: JP¥157.0m (up 50% from 2Q 2025). Profit margin: 5.6% (up from 4.6% in 2Q 2025). The increase in margin was driven by higher revenue. 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 25% per year, which means it is significantly lagging earnings growth. New Risk • Nov 13
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 8.0% 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 Risk Share price has been highly volatile over the past 3 months (8.0% average weekly change). Minor Risk Market cap is less than US$100m (JP¥5.04b market cap, or US$32.5m). Valuation Update With 7 Day Price Move • Nov 13
Investor sentiment improves as stock rises 35% After last week's 35% share price gain to JP¥1,550, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 12x in the Construction industry in Japan. Total returns to shareholders of 99% over the past three years. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 15 December 2025. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%). Announcement • Sep 03
Sanyu Construction Co.,Ltd. to Report Q2, 2026 Results on Nov 12, 2025 Sanyu Construction Co.,Ltd. announced that they will report Q2, 2026 results on Nov 12, 2025 New Risk • Aug 17
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 5.0% 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 Share price has been volatile over the past 3 months (5.0% average weekly change). Market cap is less than US$100m (JP¥3.71b market cap, or US$25.2m). Reported Earnings • Aug 16
First quarter 2026 earnings released: EPS: JP¥33.54 (vs JP¥43.88 in 1Q 2025) First quarter 2026 results: EPS: JP¥33.54 (down from JP¥43.88 in 1Q 2025). Revenue: JP¥2.41b (down 21% from 1Q 2025). Net income: JP¥109.0m (down 23% from 1Q 2025). Profit margin: 4.5% (down from 4.7% in 1Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 56% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • Jun 06
Sanyu Construction Co.,Ltd. to Report Q1, 2026 Results on Aug 14, 2025 Sanyu Construction Co.,Ltd. announced that they will report Q1, 2026 results on Aug 14, 2025 Reported Earnings • May 22
Full year 2025 earnings released: EPS: JP¥148 (vs JP¥106 in FY 2024) Full year 2025 results: EPS: JP¥148 (up from JP¥106 in FY 2024). Revenue: JP¥10.4b (down 9.8% from FY 2024). Net income: JP¥480.0m (up 29% from FY 2024). Profit margin: 4.6% (up from 3.2% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 61% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • May 19
Sanyu Construction Co.,Ltd., Annual General Meeting, Jun 26, 2025 Sanyu Construction Co.,Ltd., Annual General Meeting, Jun 26, 2025. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 27 June 2025. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 2.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%). Announcement • Mar 19
Sanyu Construction Co.,Ltd. to Report Fiscal Year 2025 Results on May 19, 2025 Sanyu Construction Co.,Ltd. announced that they will report fiscal year 2025 results on May 19, 2025 Reported Earnings • Feb 17
Third quarter 2025 earnings released: EPS: JP¥33.22 (vs JP¥50.72 in 3Q 2024) Third quarter 2025 results: EPS: JP¥33.22 (down from JP¥50.72 in 3Q 2024). Revenue: JP¥2.53b (down 12% from 3Q 2024). Net income: JP¥108.0m (down 39% from 3Q 2024). Profit margin: 4.3% (down from 6.1% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 71% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Announcement • Jan 03
Sanyu Construction Co.,Ltd. to Report Q3, 2025 Results on Feb 14, 2025 Sanyu Construction Co.,Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025 Upcoming Dividend • Sep 20
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 16 December 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.8%). Lower than average of industry peers (3.3%). Announcement • Sep 19
Sanyu Construction Co.,Ltd. to Report Q2, 2025 Results on Nov 14, 2024 Sanyu Construction Co.,Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024 Reported Earnings • Aug 19
First quarter 2025 earnings released: EPS: JP¥69.83 (vs JP¥6.66 in 1Q 2024) First quarter 2025 results: EPS: JP¥69.83 (up from JP¥6.66 in 1Q 2024). Revenue: JP¥3.04b (up 38% from 1Q 2024). Net income: JP¥226.0m (up JP¥202.0m from 1Q 2024). Profit margin: 7.4% (up from 1.1% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to JP¥861, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 11x in the Construction industry in Japan. Total returns to shareholders of 4.2% over the past three years. Announcement • Jun 14
Sanyu Construction Co.,Ltd. to Report Q1, 2025 Results on Aug 14, 2024 Sanyu Construction Co.,Ltd. announced that they will report Q1, 2025 results on Aug 14, 2024 Reported Earnings • May 23
Full year 2024 earnings released: EPS: JP¥106 (vs JP¥33.09 in FY 2023) Full year 2024 results: EPS: JP¥106 (up from JP¥33.09 in FY 2023). Revenue: JP¥11.5b (up 25% from FY 2023). Net income: JP¥371.0m (up 212% from FY 2023). Profit margin: 3.2% (up from 1.3% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 62% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Announcement • May 19
Sanyu Construction Co.,Ltd., Annual General Meeting, Jun 26, 2024 Sanyu Construction Co.,Ltd., Annual General Meeting, Jun 26, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 38% but the company is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.7%). Announcement • Mar 07
Sanyu Construction Co.,Ltd. to Report Fiscal Year 2024 Results on May 17, 2024 Sanyu Construction Co.,Ltd. announced that they will report fiscal year 2024 results on May 17, 2024 Reported Earnings • Feb 17
Third quarter 2024 earnings released: EPS: JP¥50.68 (vs JP¥12.77 in 3Q 2023) Third quarter 2024 results: EPS: JP¥50.68 (up from JP¥12.77 in 3Q 2023). Revenue: JP¥2.89b (down 3.2% from 3Q 2023). Net income: JP¥177.0m (up 285% from 3Q 2023). Profit margin: 6.1% (up from 1.5% in 3Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • Dec 15
Sanyu Construction Co.,Ltd. (TSE:1841) announces an Equity Buyback for 400,000 shares, representing 11.05% for ¥365.2 million. Sanyu Construction Co.,Ltd. (TSE:1841) announces a share repurchase program. Under the program, the company will repurchase up to 400,000 shares, representing 11.05% of its total shares outstanding (excluding treasury shares), for a total of ¥365.2 million. The shares will be repurchased at ¥913 per share. The purpose of repurchase program is to improve capital efficiency and enable flexible capital policy execution. As of September 30, 2023, the company had 3,618,737 shares outstanding (excluding treasury shares) and had 381,263 shares in treasury. Announcement • Dec 07
Sanyu Construction Co.,Ltd. to Report Q3, 2024 Results on Feb 14, 2024 Sanyu Construction Co.,Ltd. announced that they will report Q3, 2024 results on Feb 14, 2024 Reported Earnings • Nov 20
Second quarter 2024 earnings released: JP¥10.52 loss per share (vs JP¥14.46 profit in 2Q 2023) Second quarter 2024 results: JP¥10.52 loss per share (down from JP¥14.46 profit in 2Q 2023). Revenue: JP¥2.28b (up 5.6% from 2Q 2023). Net loss: JP¥38.0m (down 173% from profit in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Upcoming Dividend • Sep 21
Upcoming dividend of JP¥10.00 per share at 2.6% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 14 December 2023. Payout ratio is a comfortable 46% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (3.0%). Announcement • Sep 03
Sanyu Construction Co.,Ltd. to Report Q2, 2024 Results on Nov 14, 2023 Sanyu Construction Co.,Ltd. announced that they will report Q2, 2024 results on Nov 14, 2023 Reported Earnings • Aug 17
First quarter 2024 earnings released: EPS: JP¥6.66 (vs JP¥14.51 loss in 1Q 2023) First quarter 2024 results: EPS: JP¥6.66 (up from JP¥14.51 loss in 1Q 2023). Revenue: JP¥2.21b (up 44% from 1Q 2023). Net income: JP¥24.0m (up JP¥76.0m from 1Q 2023). Profit margin: 1.1% (up from net loss in 1Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Announcement • Jun 07
Sanyu Construction Co.,Ltd. to Report Q1, 2024 Results on Aug 14, 2023 Sanyu Construction Co.,Ltd. announced that they will report Q1, 2024 results on Aug 14, 2023 Reported Earnings • May 23
Full year 2023 earnings released: EPS: JP¥33.09 (vs JP¥36.60 in FY 2022) Full year 2023 results: EPS: JP¥33.09 (down from JP¥36.60 in FY 2022). Revenue: JP¥9.23b (up 14% from FY 2022). Net income: JP¥119.0m (down 9.2% from FY 2022). Profit margin: 1.3% (down from 1.6% in FY 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Announcement • May 22
Sanyu Construction Co.,Ltd., Annual General Meeting, Jun 28, 2023 Sanyu Construction Co.,Ltd., Annual General Meeting, Jun 28, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥15.00 per share at 2.6% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. Payout ratio is a comfortable 39% but the company is not cash flow positive. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.6%). Reported Earnings • Feb 17
Third quarter 2023 earnings released: EPS: JP¥12.77 (vs JP¥18.41 in 3Q 2022) Third quarter 2023 results: EPS: JP¥12.77 (down from JP¥18.41 in 3Q 2022). Revenue: JP¥2.98b (up 35% from 3Q 2022). Net income: JP¥46.0m (down 30% from 3Q 2022). Profit margin: 1.5% (down from 3.0% 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 46% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Announcement • Dec 07
Sanyu Construction Co.,Ltd. to Report Q3, 2023 Results on Feb 14, 2023 Sanyu Construction Co.,Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023 Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥14.46 (vs JP¥14.81 in 2Q 2022) Second quarter 2023 results: EPS: JP¥14.46 (down from JP¥14.81 in 2Q 2022). Revenue: JP¥2.16b (up 21% from 2Q 2022). Net income: JP¥52.0m (down 1.9% from 2Q 2022). Profit margin: 2.4% (down from 3.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 3% 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. 9 highly experienced directors. No independent directors (8 non-independent directors). President and Representative Director Kohjiro Baba was the last director to join 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 independent directors. Insufficient board refreshment. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 14 December 2022. Payout ratio is a comfortable 57% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.5%). Announcement • Sep 07
Sanyu Construction Co.,Ltd. to Report Q2, 2023 Results on Nov 14, 2022 Sanyu Construction Co.,Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022 Reported Earnings • Aug 15
First quarter 2023 earnings released: JP¥14.51 loss per share (vs JP¥22.15 loss in 1Q 2022) First quarter 2023 results: JP¥14.51 loss per share (up from JP¥22.15 loss in 1Q 2022). Revenue: JP¥1.54b (up 8.4% from 1Q 2022). Net loss: JP¥52.0m (loss narrowed 34% from 1Q 2022). Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Announcement • Jun 15
Sanyu Construction Co.,Ltd. to Report Q1, 2023 Results on Aug 12, 2022 Sanyu Construction Co.,Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022 Reported Earnings • May 25
Full year 2022 earnings released: EPS: JP¥36.60 (vs JP¥11.23 in FY 2021) Full year 2022 results: EPS: JP¥36.60 (up from JP¥11.23 in FY 2021). Revenue: JP¥8.12b (up 8.3% from FY 2021). Net income: JP¥131.0m (up 228% from FY 2021). Profit margin: 1.6% (up from 0.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance. Announcement • May 21
Sanyu Construction Co.,Ltd., Annual General Meeting, Jun 28, 2022 Sanyu Construction Co.,Ltd., Annual General Meeting, Jun 28, 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. 4 experienced directors. 7 highly experienced directors. No independent directors (8 non-independent directors). President and Representative Director Kohjiro Baba was the last director to join 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 independent directors. Insufficient board refreshment. Announcement • Apr 08
Sanyu Construction Co.,Ltd. to Report Fiscal Year 2022 Results on May 19, 2022 Sanyu Construction Co.,Ltd. announced that they will report fiscal year 2022 results on May 19, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 29 June 2022. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (3.1%). Reported Earnings • Feb 17
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥18.40 (up from JP¥15.42 in 3Q 2021). Revenue: JP¥2.22b (up 23% from 3Q 2021). Net income: JP¥66.0m (up 20% from 3Q 2021). Profit margin: 3.0% (in line with 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 68 percentage points per year, which is a significant difference in performance. Reported Earnings • Nov 16
Second quarter 2022 earnings released: EPS JP¥14.80 (vs JP¥17.97 in 2Q 2021) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥1.78b (down 9.0% from 2Q 2021). Net income: JP¥53.0m (down 17% from 2Q 2021). Profit margin: 3.0% (down from 3.3% in 2Q 2021). Upcoming Dividend • Sep 22
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 15 December 2021. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.0%). In line with average of industry peers (3.0%). Reported Earnings • Aug 18
First quarter 2022 earnings released: JP¥22.14 loss per share (vs JP¥20.56 loss in 1Q 2021) The company reported a soft first quarter result with increased losses and weaker control over costs, although revenues improved. First quarter 2022 results: Revenue: JP¥1.42b (up 5.4% from 1Q 2021). Net loss: JP¥79.0m (loss widened 8.2% from 1Q 2021). Reported Earnings • May 23
Full year 2021 earnings released: EPS JP¥11.23 (vs JP¥127 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥7.50b (down 17% from FY 2020). Net income: JP¥40.0m (down 91% from FY 2020). Profit margin: 0.5% (down from 5.0% in FY 2020). The decrease in margin was driven by lower revenue. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.7%. Within top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (2.6%). Announcement • Mar 18
Sanyu Construction Co.,Ltd. to Report Fiscal Year 2021 Results on May 19, 2021 Sanyu Construction Co.,Ltd. announced that they will report fiscal year 2021 results on May 19, 2021 Is New 90 Day High Low • Mar 03
New 90-day high: JP¥871 The company is up 3.0% from its price of JP¥844 on 03 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 7.0% over the same period. Reported Earnings • Feb 14
Third quarter 2021 earnings released: EPS JP¥15.41 (vs JP¥24.23 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥1.81b (down 24% from 3Q 2020). Net income: JP¥55.0m (down 36% from 3Q 2020). Profit margin: 3.0% (down from 3.6% in 3Q 2020). The decrease in margin was driven by lower revenue. Is New 90 Day High Low • Feb 01
New 90-day high: JP¥869 The company is up 5.0% from its price of JP¥831 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Construction industry, which is up 7.0% over the same period. Upcoming Dividend • Sep 23
Upcoming Dividend of JP¥10.00 Per Share Will be paid on the 13th of December to those who are registered shareholders by the 29th of September. The trailing yield of 2.9% is below the top quartile of Japanese dividend payers (3.1%), but is in line with industry peers (2.9%). Announcement • Sep 03
Sanyu Construction Co.,Ltd. to Report Q2, 2021 Results on Nov 13, 2020 Sanyu Construction Co.,Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020 Announcement • Jun 29
Sanyu Construction Co.,Ltd. to Report Q1, 2021 Results on Aug 14, 2020 Sanyu Construction Co.,Ltd. announced that they will report Q1, 2021 results on Aug 14, 2020