Reported Earnings • May 20
Full year 2026 earnings released: EPS: JP¥175 (vs JP¥178 loss in FY 2025) Full year 2026 results: EPS: JP¥175 (up from JP¥178 loss in FY 2025). Revenue: JP¥33.9b (up 17% from FY 2025). Net income: JP¥502.0m (up JP¥1.01b from FY 2025). Profit margin: 1.5% (up from net loss in FY 2025). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Announcement • May 15
Yashima & Co.,Ltd., Annual General Meeting, Jun 26, 2026 Yashima & Co.,Ltd., Annual General Meeting, Jun 26, 2026. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 15 June 2026. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.1%). Reported Earnings • Feb 16
Third quarter 2026 earnings released: EPS: JP¥85.63 (vs JP¥8.71 in 3Q 2025) Third quarter 2026 results: EPS: JP¥85.63 (up from JP¥8.71 in 3Q 2025). Revenue: JP¥9.44b (up 26% from 3Q 2025). Net income: JP¥246.0m (up JP¥221.0m from 3Q 2025). Profit margin: 2.6% (up from 0.3% 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 9% per year whereas the company’s share price has increased by 12% per year. Reported Earnings • Nov 18
Second quarter 2026 earnings released: EPS: JP¥28.90 (vs JP¥11.16 loss in 2Q 2025) Second quarter 2026 results: EPS: JP¥28.90 (up from JP¥11.16 loss in 2Q 2025). Revenue: JP¥7.74b (up 17% from 2Q 2025). Net income: JP¥83.0m (up JP¥115.0m from 2Q 2025). Profit margin: 1.1% (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 fallen by 8% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Declared Dividend • Nov 17
Dividend of JP¥25.00 announced Dividend of JP¥25.00 is the same as last year. Ex-date: 30th March 2026 Payment date: 15th June 2026 Dividend yield will be 0.9%, which is lower than the industry average of 2.6%. Reported Earnings • Aug 16
First quarter 2026 earnings released: EPS: JP¥40.08 (vs JP¥41.89 loss in 1Q 2025) First quarter 2026 results: EPS: JP¥40.08 (up from JP¥41.89 loss in 1Q 2025). Revenue: JP¥8.07b (up 27% from 1Q 2025). Net income: JP¥115.0m (up JP¥235.0m from 1Q 2025). Profit margin: 1.4% (up from net loss in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. New Risk • Jul 12
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 5.6% 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 Earnings have declined by 25% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (5.6% average weekly change). Market cap is less than US$100m (JP¥7.15b market cap, or US$48.5m). Reported Earnings • May 21
Full year 2025 earnings released: JP¥177 loss per share (vs JP¥137 profit in FY 2024) Full year 2025 results: JP¥177 loss per share (down from JP¥137 profit in FY 2024). Revenue: JP¥29.0b (up 4.8% from FY 2024). Net loss: JP¥508.0m (down 230% from profit in FY 2024). Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Announcement • May 16
Yashima & Co.,Ltd., Annual General Meeting, Jun 27, 2025 Yashima & Co.,Ltd., Annual General Meeting, Jun 27, 2025. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 13 June 2025. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (3.3%). Reported Earnings • Feb 16
Third quarter 2025 earnings released: EPS: JP¥8.71 (vs JP¥58.66 in 3Q 2024) Third quarter 2025 results: EPS: JP¥8.71 (down from JP¥58.66 in 3Q 2024). Revenue: JP¥7.53b (down 1.1% from 3Q 2024). Net income: JP¥25.0m (down 85% from 3Q 2024). Profit margin: 0.3% (down from 2.2% in 3Q 2024). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Declared Dividend • Nov 16
Dividend of JP¥25.00 announced Dividend of JP¥25.00 is the same as last year. Ex-date: 28th March 2025 Payment date: 13th June 2025 Dividend yield will be 1.2%, which is lower than the industry average of 2.6%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (2% cash payout ratio). The dividend has not increased over the past 5 years but payments have been stable during that time. The company's earnings per share (EPS) would need to decline by 78% to shift the payout ratio to a potentially unsustainable range, which is more than the 7.7% EPS decline seen over the last 5 years. Reported Earnings • Aug 19
First quarter 2025 earnings released: JP¥41.89 loss per share (vs JP¥29.73 loss in 1Q 2024) First quarter 2025 results: JP¥41.89 loss per share (further deteriorated from JP¥29.73 loss in 1Q 2024). Revenue: JP¥6.37b (flat on 1Q 2024). Net loss: JP¥120.0m (loss widened 41% from 1Q 2024). Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Reported Earnings • May 21
Full year 2024 earnings released: EPS: JP¥118 (vs JP¥90.75 loss in FY 2023) Full year 2024 results: EPS: JP¥118 (up from JP¥90.75 loss in FY 2023). Revenue: JP¥27.7b (up 8.6% from FY 2023). Net income: JP¥338.0m (up JP¥597.0m from FY 2023). Profit margin: 1.2% (up from net loss in FY 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Announcement • May 18
Yashima & Co.,Ltd., Annual General Meeting, Jun 27, 2024 Yashima & Co.,Ltd., Annual General Meeting, Jun 27, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 17 June 2024. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.4%). Reported Earnings • Feb 17
Third quarter 2024 earnings released: EPS: JP¥58.66 (vs JP¥5.60 loss in 3Q 2023) Third quarter 2024 results: EPS: JP¥58.66 (up from JP¥5.60 loss in 3Q 2023). Revenue: JP¥7.61b (up 6.2% from 3Q 2023). Net income: JP¥168.0m (up JP¥184.0m from 3Q 2023). Profit margin: 2.2% (up from net loss in 3Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 86 percentage points per year, which is a significant difference in performance. Reported Earnings • Nov 20
Second quarter 2024 earnings released: JP¥21.34 loss per share (vs JP¥36.81 loss in 2Q 2023) Second quarter 2024 results: JP¥21.34 loss per share (improved from JP¥36.81 loss in 2Q 2023). Revenue: JP¥6.54b (up 16% from 2Q 2023). Net loss: JP¥61.0m (loss narrowed 42% from 2Q 2023). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 88 percentage points per year, which is a significant difference in performance. Announcement • Sep 02
Yashima & Co.,Ltd. Announces Dividend for Fiscal Year Ended March 2023, Payable on June 15, 2023; Provides Dividend Guidance for the Fiscal Year Ending March 2024 Yashima & Co.,Ltd. announced dividend of JPY 25.00 per share for the end of fiscal Year ended March 2023 against JPY 25.00 per share paid for the same period a year ago. Date of commencement of dividend payment: June 15, 2023. For the Year ending March 2024, company expects dividend of JPY 25.00 per share compared to JPY 25.00 per share a year ago. Reported Earnings • Aug 16
First quarter 2024 earnings released: JP¥29.73 loss per share (vs JP¥21.07 loss in 1Q 2023) First quarter 2024 results: JP¥29.73 loss per share (further deteriorated from JP¥21.07 loss in 1Q 2023). Revenue: JP¥6.40b (up 9.7% from 1Q 2023). Net loss: JP¥85.0m (loss widened 42% from 1Q 2023). 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. Reported Earnings • May 18
Full year 2023 earnings released: EPS: JP¥57.81 (vs JP¥106 in FY 2022) Full year 2023 results: EPS: JP¥57.81 (down from JP¥106 in FY 2022). Revenue: JP¥25.9b (down 8.3% from FY 2022). Net income: JP¥165.0m (down 45% from FY 2022). Profit margin: 0.6% (down from 1.1% in FY 2022). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Reported Earnings • Apr 01
Third quarter 2023 earnings released: EPS: JP¥25.54 (vs JP¥46.02 in 3Q 2022) Third quarter 2023 results: EPS: JP¥25.54 (down from JP¥46.02 in 3Q 2022). Revenue: JP¥7.25b (up 1.8% from 3Q 2022). Net income: JP¥73.0m (down 44% from 3Q 2022). Profit margin: 1.0% (down from 1.8% 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 12% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥25.00 per share at 1.2% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 13 June 2023. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 1.2%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (3.8%). Reported Earnings • Nov 17
Second quarter 2023 earnings released: JP¥12.62 loss per share (vs JP¥4.92 loss in 2Q 2022) Second quarter 2023 results: JP¥12.62 loss per share (further deteriorated from JP¥4.92 loss in 2Q 2022). Revenue: JP¥5.72b (down 7.1% from 2Q 2022). Net loss: JP¥36.0m (loss widened 157% from 2Q 2022). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 5% per year, which means it is well ahead of 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. 4 experienced directors. No highly experienced directors. No independent directors (4 non-independent directors). was the last director to join the board, commencing their role in . The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Aug 14
First quarter 2023 earnings released: JP¥7.38 loss per share (vs JP¥1.06 profit in 1Q 2022) First quarter 2023 results: JP¥7.38 loss per share (down from JP¥1.06 profit in 1Q 2022). Revenue: JP¥5.87b (down 17% from 1Q 2022). Net loss: JP¥21.0m (down JP¥24.0m from profit in 1Q 2022). Reported Earnings • May 19
Full year 2022 earnings released: EPS: JP¥106 (vs JP¥98.37 in FY 2021) Full year 2022 results: EPS: JP¥106 (up from JP¥98.37 in FY 2021). Revenue: JP¥28.3b (down 11% from FY 2021). Net income: JP¥301.0m (up 7.9% from FY 2021). Profit margin: 1.1% (up from 0.9% in FY 2021). The increase in margin was driven by lower expenses. Announcement • May 18
Yashima & Co.,Ltd., Annual General Meeting, Jun 28, 2022 Yashima & Co.,Ltd., Annual General Meeting, Jun 28, 2022. Board Change • Apr 28
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. 3 experienced directors. No highly experienced directors. No independent directors (3 non-independent directors). was the last director to join the board, commencing their role in . 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 • Mar 23
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 15 June 2022. Payout ratio is a comfortable 50% but the company is not cash flow positive. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (3.4%). Reported Earnings • Feb 17
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥46.02 (up from JP¥23.95 in 3Q 2021). Revenue: JP¥7.13b (flat on 3Q 2021). Net income: JP¥131.0m (up 93% from 3Q 2021). Profit margin: 1.8% (up from 1.0% in 3Q 2021). Revenue was in line with analyst estimates. Reported Earnings • Nov 15
Second quarter 2022 earnings released: JP¥4.92 loss per share (vs JP¥46.55 profit in 2Q 2021) The company reported a poor second quarter result with weaker earnings, revenues and control over costs. Second quarter 2022 results: Revenue: JP¥6.16b (down 21% from 2Q 2021). Net loss: JP¥14.0m (down 111% from profit in 2Q 2021). Valuation Update With 7 Day Price Move • Sep 24
Investor sentiment improved over the past week After last week's 20% share price gain to JP¥2,360, the stock trades at a trailing P/E ratio of 29.8x. Average trailing P/E is 10x in the Trade Distributors industry in Japan. Total returns to shareholders of 27% over the past year. Announcement • Jun 08
Yashima & Co.,Ltd. Provides Earnings Guidance for the Year Ending March 31, 2022 Yashima & Co.,Ltd. provided earnings guidance for the year ending March 31, 2022. For the period, the company expects net sales to be JPY 32,786 million, operating profit to be JPY 35 million, profit attributable to owners of parent to be JPY 100 million or JPY 35.21 per share. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥25.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 12 June 2021. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (3.0%). Announcement • Mar 04
Yashima & Co.,Ltd. to Report Fiscal Year 2021 Results on May 14, 2021 Yashima & Co.,Ltd. announced that they will report fiscal year 2021 results on May 14, 2021 Is New 90 Day High Low • Feb 25
New 90-day low: JP¥1,880 The company is down 1.0% from its price of JP¥1,907 on 27 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 Trade Distributors industry, which is up 16% over the same period. Reported Earnings • Feb 14
Third quarter 2021 earnings released: EPS JP¥23.95 (vs JP¥47.16 in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.15b (down 29% from 3Q 2020). Net income: JP¥68.0m (down 49% from 3Q 2020). Profit margin: 1.0% (down from 1.3% in 3Q 2020). The decrease in margin was driven by lower revenue. Is New 90 Day High Low • Jan 04
New 90-day high: JP¥2,006 The company is up 9.0% from its price of JP¥1,835 on 06 October 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Trade Distributors industry, which is up 6.0% over the same period. Is New 90 Day High Low • Dec 17
New 90-day high: JP¥1,970 The company is up 1.0% from its price of JP¥1,950 on 18 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Trade Distributors industry, which is up 5.0% over the same period. 
