Valuation Update With 7 Day Price Move • Jul 07
Investor sentiment improves as stock rises 18% After last week's 18% share price gain to JP¥3,545, the stock trades at a trailing P/E ratio of 10.3x. Average trailing P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 125% over the past three years. Announcement • Jul 01
Sakura Rubber Co., Ltd. to Report Q1, 2027 Results on Aug 05, 2026 Sakura Rubber Co., Ltd. announced that they will report Q1, 2027 results on Aug 05, 2026 Reported Earnings • May 20
Full year 2026 earnings released: EPS: JP¥344 (vs JP¥220 in FY 2025) Full year 2026 results: EPS: JP¥344 (up from JP¥220 in FY 2025). Revenue: JP¥14.5b (up 19% from FY 2025). Net income: JP¥666.0m (up 57% from FY 2025). Profit margin: 4.6% (up from 3.5% in FY 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 15
Sakura Rubber Co., Ltd., Annual General Meeting, Jun 25, 2026 Sakura Rubber Co., Ltd., Annual General Meeting, Jun 25, 2026. Valuation Update With 7 Day Price Move • May 15
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥2,800, the stock trades at a trailing P/E ratio of 7.5x. Average trailing P/E is 15x in the Machinery industry in Japan. Total returns to shareholders of 72% over the past three years. New Risk • May 13
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 7.4% 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 (7.4% average weekly change). Market cap is less than US$100m (JP¥5.77b market cap, or US$36.5m). Upcoming Dividend • Mar 23
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 17% but the company is not cash flow positive. Trailing yield: 1.6%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.6%). Reported Earnings • Feb 11
Third quarter 2026 earnings released: EPS: JP¥95.63 (vs JP¥44.97 in 3Q 2025) Third quarter 2026 results: EPS: JP¥95.63 (up from JP¥44.97 in 3Q 2025). Revenue: JP¥3.21b (up 12% from 3Q 2025). Net income: JP¥185.0m (up 113% from 3Q 2025). Profit margin: 5.8% (up from 3.0% 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 17% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth. Valuation Update With 7 Day Price Move • Jan 20
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥2,765, the stock trades at a trailing P/E ratio of 8.5x. Average trailing P/E is 14x in the Machinery industry in Japan. Total returns to shareholders of 84% over the past three years. Announcement • Dec 13
Sakura Rubber Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026 Sakura Rubber Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026 Reported Earnings • Nov 09
Second quarter 2026 earnings released: EPS: JP¥42.90 (vs JP¥47.55 loss in 2Q 2025) Second quarter 2026 results: EPS: JP¥42.90 (up from JP¥47.55 loss in 2Q 2025). Revenue: JP¥2.56b (up 36% from 2Q 2025). Net income: JP¥83.0m (up JP¥175.0m from 2Q 2025). Profit margin: 3.2% (up from net loss in 2Q 2025). The move to profitability was driven by higher 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 19% per year, which means it is significantly lagging earnings growth. Announcement • Sep 05
Sakura Rubber Co., Ltd. to Report Q2, 2026 Results on Nov 07, 2025 Sakura Rubber Co., Ltd. announced that they will report Q2, 2026 results on Nov 07, 2025 Reported Earnings • Aug 08
First quarter 2026 earnings released: JP¥47.55 loss per share (vs JP¥62.03 loss in 1Q 2025) First quarter 2026 results: JP¥47.55 loss per share (improved from JP¥62.03 loss in 1Q 2025). Revenue: JP¥1.92b (up 19% from 1Q 2025). Net loss: JP¥92.0m (loss narrowed 23% from 1Q 2025). 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 11% per year, which means it is significantly lagging earnings growth. Announcement • Jun 14
Sakura Rubber Co., Ltd. to Report Q1, 2026 Results on Aug 06, 2025 Sakura Rubber Co., Ltd. announced that they will report Q1, 2026 results on Aug 06, 2025 Reported Earnings • May 17
Full year 2025 earnings released: EPS: JP¥220 (vs JP¥379 in FY 2024) Full year 2025 results: EPS: JP¥220 (down from JP¥379 in FY 2024). Revenue: JP¥12.2b (down 8.7% from FY 2024). Net income: JP¥425.0m (down 42% from FY 2024). Profit margin: 3.5% (down from 5.5% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 57% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Announcement • May 13
Sakura Rubber Co., Ltd., Annual General Meeting, Jun 26, 2025 Sakura Rubber Co., Ltd., Annual General Meeting, Jun 26, 2025. Announcement • Mar 27
Sakura Rubber Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025 Sakura Rubber Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.1%). Reported Earnings • Feb 12
Third quarter 2025 earnings released: EPS: JP¥44.97 (vs JP¥70.29 in 3Q 2024) Third quarter 2025 results: EPS: JP¥44.97 (down from JP¥70.29 in 3Q 2024). Revenue: JP¥2.87b (up 12% from 3Q 2024). Net income: JP¥87.0m (down 36% from 3Q 2024). Profit margin: 3.0% (down from 5.3% in 3Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Announcement • Dec 04
Sakura Rubber Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025 Sakura Rubber Co., Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025 Reported Earnings • Nov 11
Second quarter 2025 earnings released: JP¥47.55 loss per share (vs JP¥46.00 profit in 2Q 2024) Second quarter 2025 results: JP¥47.55 loss per share (down from JP¥46.00 profit in 2Q 2024). Revenue: JP¥1.88b (up 2.4% from 2Q 2024). Net loss: JP¥92.0m (down 203% from profit in 2Q 2024). Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Buy Or Sell Opportunity • Oct 01
Now 23% overvalued Over the last 90 days, the stock has fallen 3.7% to JP¥2,055. The fair value is estimated to be JP¥1,665, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 80%. Announcement • Sep 18
Sakura Rubber Co., Ltd. to Report Q2, 2025 Results on Nov 08, 2024 Sakura Rubber Co., Ltd. announced that they will report Q2, 2025 results on Nov 08, 2024 Reported Earnings • Aug 10
First quarter 2025 earnings released: JP¥62.03 loss per share (vs JP¥6.20 loss in 1Q 2024) First quarter 2025 results: JP¥62.03 loss per share (further deteriorated from JP¥6.20 loss in 1Q 2024). Revenue: JP¥1.61b (down 24% from 1Q 2024). Net loss: JP¥120.0m (loss widened JP¥108.0m from 1Q 2024). Over the last 3 years on average, earnings per share has increased by 80% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 22% After last week's 22% share price decline to JP¥1,650, the stock trades at a trailing P/E ratio of 4.4x. Average trailing P/E is 11x in the Machinery industry in Japan. Total loss to shareholders of 13% over the past three years. Announcement • Jun 26
Sakura Rubber Co., Ltd. to Report Q1, 2025 Results on Aug 05, 2024 Sakura Rubber Co., Ltd. announced that they will report Q1, 2025 results on Aug 05, 2024 New Risk • Jun 04
New minor risk - Dividend sustainability The company has an unstable dividend paying track record. The dividend has had an annual drop of over 20% in the past. Dividend yield: 2.8% This is considered a minor risk. If the company has cut or reduced its dividend in the past, it may be a sign that the underlying business is too cyclical to consistently maintain or grow the dividend over the long-term. It may also indicate the company prioritizes other outcomes instead of maintaining the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risks Share price has been highly volatile over the past 3 months (8.9% average weekly change). Earnings have declined by 5.9% per year over the past 5 years. Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥4.03b market cap, or US$25.8m). Reported Earnings • May 17
Full year 2024 earnings released: EPS: JP¥379 (vs JP¥162 in FY 2023) Full year 2024 results: EPS: JP¥379 (up from JP¥162 in FY 2023). Revenue: JP¥13.4b (up 25% from FY 2023). Net income: JP¥733.0m (up 133% from FY 2023). Profit margin: 5.5% (up from 2.9% 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 71% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • May 15
Sakura Rubber Co., Ltd., Annual General Meeting, Jun 27, 2024 Sakura Rubber Co., Ltd., Annual General Meeting, Jun 27, 2024. Valuation Update With 7 Day Price Move • Apr 25
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to JP¥2,720, the stock trades at a trailing P/E ratio of 10.4x. Average trailing P/E is 13x in the Machinery industry in Japan. Total returns to shareholders of 40% over the past three years. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 9.6% and this is well supported by cash flows. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.9%). Announcement • Mar 06
Sakura Rubber Co., Ltd. to Report Fiscal Year 2024 Results on May 13, 2024 Sakura Rubber Co., Ltd. announced that they will report fiscal year 2024 results on May 13, 2024 Reported Earnings • Feb 10
Third quarter 2024 earnings released: EPS: JP¥70.29 (vs JP¥132 in 3Q 2023) Third quarter 2024 results: EPS: JP¥70.29 (down from JP¥132 in 3Q 2023). Revenue: JP¥2.56b (up 7.3% from 3Q 2023). Net income: JP¥136.0m (down 47% from 3Q 2023). Profit margin: 5.3% (down from 11% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. New Risk • Jan 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 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 Risks Share price has been highly volatile over the past 3 months (8.0% average weekly change). Earnings have declined by 21% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Market cap is less than US$100m (JP¥5.00b market cap, or US$33.9m). Valuation Update With 7 Day Price Move • Jan 24
Investor sentiment improves as stock rises 28% After last week's 28% share price gain to JP¥2,582, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 13x in the Machinery industry in Japan. Total returns to shareholders of 28% over the past three years. Announcement • Dec 15
Sakura Rubber Co., Ltd. to Report Q3, 2024 Results on Feb 08, 2024 Sakura Rubber Co., Ltd. announced that they will report Q3, 2024 results on Feb 08, 2024 Reported Earnings • Nov 11
Second quarter 2024 earnings released Second quarter 2024 results: Revenue: JP¥1.84b (up 24% from 2Q 2023). Net income: JP¥89.0m (up JP¥139.0m from 2Q 2023). Profit margin: 4.9% (up from net loss in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Announcement • Sep 09
Sakura Rubber Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023 Sakura Rubber Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023 Reported Earnings • Aug 09
First quarter 2024 earnings released: JP¥12.40 loss per share (vs JP¥190 loss in 1Q 2023) First quarter 2024 results: JP¥12.40 loss per share (improved from JP¥190 loss in 1Q 2023). Revenue: JP¥2.12b (up 73% from 1Q 2023). Net loss: JP¥12.0m (loss narrowed 94% from 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 28% 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. Announcement • Jun 28
Sakura Rubber Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023 Sakura Rubber Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023 Reported Earnings • May 14
Full year 2023 earnings released: EPS: JP¥325 (vs JP¥97.15 loss in FY 2022) Full year 2023 results: EPS: JP¥325 (up from JP¥97.15 loss in FY 2022). Revenue: JP¥10.7b (up 21% from FY 2022). Net income: JP¥314.0m (up JP¥408.0m from FY 2022). Profit margin: 2.9% (up from net loss in FY 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance. Announcement • May 14
Sakura Rubber Co., Ltd., Annual General Meeting, Jun 29, 2023 Sakura Rubber Co., Ltd., Annual General Meeting, Jun 29, 2023. Valuation Update With 7 Day Price Move • Apr 17
Investor sentiment deteriorates as stock falls 23% After last week's 23% share price decline to JP¥5,050, the stock trades at a trailing P/E ratio of 37.9x. Average trailing P/E is 11x in the Machinery industry in Japan. Total returns to shareholders of 22% over the past three years. Valuation Update With 7 Day Price Move • Mar 27
Investor sentiment improves as stock rises 22% After last week's 22% share price gain to JP¥3,210, the stock trades at a trailing P/E ratio of 24.1x. Average trailing P/E is 11x in the Machinery industry in Japan. Total loss to shareholders of 25% over the past three years. Reported Earnings • Feb 12
Third quarter 2023 earnings released: EPS: JP¥264 (vs JP¥19.64 in 3Q 2022) Third quarter 2023 results: EPS: JP¥264 (up from JP¥19.64 in 3Q 2022). Revenue: JP¥2.39b (up 13% from 3Q 2022). Net income: JP¥255.0m (up JP¥236.0m from 3Q 2022). Profit margin: 11% (up from 0.9% in 3Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 74 percentage points per year, which is a significant difference in performance. Announcement • Dec 28
Sakura Rubber Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023 Sakura Rubber Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023 Reported Earnings • Nov 20
Second quarter 2023 earnings released: JP¥51.68 loss per share (vs JP¥1.03 loss in 2Q 2022) Second quarter 2023 results: JP¥51.68 loss per share (further deteriorated from JP¥1.03 loss in 2Q 2022). Revenue: JP¥1.48b (flat on 2Q 2022). Net loss: JP¥50.0m (loss widened JP¥49.0m from 2Q 2022). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance. Announcement • Sep 07
Sakura Rubber Co., Ltd. to Report Q2, 2023 Results on Nov 09, 2022 Sakura Rubber Co., Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022 Reported Earnings • Aug 06
First quarter 2023 earnings released: JP¥190 loss per share (vs JP¥227 loss in 1Q 2022) First quarter 2023 results: JP¥190 loss per share (up from JP¥227 loss in 1Q 2022). Revenue: JP¥1.23b (up 2.7% from 1Q 2022). Net loss: JP¥184.0m (loss narrowed 16% from 1Q 2022). 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. Announcement • Jun 22
Sakura Rubber Co., Ltd. to Report Q1, 2023 Results on Aug 04, 2022 Sakura Rubber Co., Ltd. announced that they will report Q1, 2023 results on Aug 04, 2022 Reported Earnings • May 18
Full year 2022 earnings released: JP¥97.15 loss per share (vs JP¥243 profit in FY 2021) Full year 2022 results: JP¥97.15 loss per share (down from JP¥243 profit in FY 2021). Revenue: JP¥8.87b (down 12% from FY 2021). Net loss: JP¥94.0m (down 140% from profit in FY 2021). Over the last 3 years on average, earnings per share has fallen by 56% per year but the company’s share price has only fallen by 18% per year, which means it has not declined as severely as earnings. Announcement • May 15
Sakura Rubber Co., Ltd., Annual General Meeting, Jun 29, 2022 Sakura Rubber Co., Ltd., Annual General Meeting, Jun 29, 2022. Announcement • Apr 08
Sakura Rubber Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022 Sakura Rubber Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022 Reported Earnings • Feb 07
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥19.64 (down from JP¥149 in 3Q 2021). Revenue: JP¥2.12b (down 12% from 3Q 2021). Net income: JP¥19.0m (down 87% from 3Q 2021). Profit margin: 0.9% (down from 6.0% in 3Q 2021). Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 38% 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. Reported Earnings • Aug 09
First quarter 2022 earnings released: JP¥227 loss per share (vs JP¥85.78 loss in 1Q 2021) The company reported a poor first quarter result with increased losses, weaker revenues and weaker control over costs. First quarter 2022 results: Revenue: JP¥1.20b (down 33% from 1Q 2021). Net loss: JP¥220.0m (loss widened 165% from 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 23% 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. Reported Earnings • May 16
Full year 2021 earnings released: EPS JP¥243 (vs JP¥698 in FY 2020) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥10.0b (down 30% from FY 2020). Net income: JP¥235.0m (down 65% from FY 2020). Profit margin: 2.3% (down from 4.7% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 14% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (2.7%). In line with average of industry peers (1.1%). Is New 90 Day High Low • Mar 02
New 90-day low: JP¥4,010 The company is down 7.0% from its price of JP¥4,320 on 30 November 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Machinery industry, which is up 7.0% over the same period. Reported Earnings • Feb 07
Third quarter 2021 earnings released: EPS JP¥149 (vs JP¥240 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥2.42b (down 33% from 3Q 2020). Net income: JP¥144.0m (down 38% from 3Q 2020). Profit margin: 6.0% (down from 6.5% in 3Q 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 6% per year. Announcement • Dec 26
Sakura Rubber Co., Ltd. to Report Q3, 2021 Results on Feb 05, 2021 Sakura Rubber Co., Ltd. announced that they will report Q3, 2021 results on Feb 05, 2021