Reported Earnings • May 19
Full year 2026 earnings released: EPS: JP¥163 (vs JP¥114 in FY 2025) Full year 2026 results: EPS: JP¥163 (up from JP¥114 in FY 2025). Revenue: JP¥76.5b (up 18% from FY 2025). Net income: JP¥1.26b (up 42% from FY 2025). Profit margin: 1.7% (up from 1.4% 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 20% per year whereas the company’s share price has increased by 22% per year. Announcement • May 14
S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 26, 2026 S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 26, 2026. Buy Or Sell Opportunity • Apr 08
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 3.5% to JP¥1,315. The fair value is estimated to be JP¥1,094, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 19%. Buy Or Sell Opportunity • Mar 24
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 5.4% to JP¥1,315. The fair value is estimated to be JP¥1,094, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 7.7% over the last 3 years. Earnings per share has grown by 19%. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 04 June 2026. Payout ratio is a comfortable 15% but the company is not cash flow positive. Trailing yield: 3.4%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%). Reported Earnings • Feb 16
Third quarter 2026 earnings released: EPS: JP¥64.57 (vs JP¥17.01 in 3Q 2025) Third quarter 2026 results: EPS: JP¥64.57 (up from JP¥17.01 in 3Q 2025). Revenue: JP¥21.0b (up 17% from 3Q 2025). Net income: JP¥502.0m (up 280% from 3Q 2025). Profit margin: 2.4% (up from 0.7% 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 19% per year whereas the company’s share price has increased by 22% per year. Announcement • Nov 29
S.Ishimitsu & Co.,Ltd. to Report Q3, 2026 Results on Feb 13, 2026 S.Ishimitsu & Co.,Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026 Reported Earnings • Nov 18
Second quarter 2026 earnings released: EPS: JP¥30.91 (vs JP¥17.14 in 2Q 2025) Second quarter 2026 results: EPS: JP¥30.91 (up from JP¥17.14 in 2Q 2025). Revenue: JP¥18.5b (up 19% from 2Q 2025). Net income: JP¥240.3m (up 81% from 2Q 2025). Profit margin: 1.3% (up from 0.9% 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 13% per year but the company’s share price has increased by 22% per year, which means it is tracking significantly ahead of earnings growth. Declared Dividend • Nov 16
Dividend of JP¥38.00 announced Shareholders will receive a dividend of JP¥38.00. Ex-date: 30th March 2026 Payment date: 4th June 2026 Dividend yield will be 3.0%, which is higher than the industry average of 1.6%. Sustainability & Growth Dividend is covered by earnings (23% 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 14% 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. Earnings per share has grown by 57% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Sep 02
S.Ishimitsu & Co.,Ltd. to Report Q2, 2026 Results on Nov 14, 2025 S.Ishimitsu & Co.,Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025 Board Change • Aug 22
Less than half of directors are independent Following the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Makoto Ozawa was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Valuation Update With 7 Day Price Move • Aug 22
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥1,475, the stock trades at a trailing P/E ratio of 11.1x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 150% over the past three years. New Risk • Aug 18
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 5.1% 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 (5.1% average weekly change). Market cap is less than US$100m (JP¥10.6b market cap, or US$72.2m). Reported Earnings • Aug 16
First quarter 2026 earnings released: EPS: JP¥48.32 (vs JP¥30.33 in 1Q 2025) First quarter 2026 results: EPS: JP¥48.32 (up from JP¥30.33 in 1Q 2025). Revenue: JP¥18.3b (up 26% from 1Q 2025). Net income: JP¥375.0m (up 60% from 1Q 2025). Profit margin: 2.0% (up from 1.6% in 1Q 2025). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Jun 27
Full year 2025 earnings released: EPS: JP¥114 (vs JP¥136 in FY 2024) Full year 2025 results: EPS: JP¥114 (down from JP¥136 in FY 2024). Revenue: JP¥65.0b (up 4.7% from FY 2024). Net income: JP¥888.0m (down 15% from FY 2024). Profit margin: 1.4% (down from 1.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth. Buy Or Sell Opportunity • Jun 19
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 21% to JP¥1,100. The fair value is estimated to be JP¥901, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 8.6% over the last 3 years. Earnings per share has grown by 11%. Announcement • May 31
S.Ishimitsu & Co.,Ltd. to Report Q1, 2026 Results on Aug 14, 2025 S.Ishimitsu & Co.,Ltd. announced that they will report Q1, 2026 results on Aug 14, 2025 Reported Earnings • May 21
Full year 2025 earnings released: EPS: JP¥114 (vs JP¥136 in FY 2024) Full year 2025 results: EPS: JP¥114 (down from JP¥136 in FY 2024). Revenue: JP¥65.0b (up 4.7% from FY 2024). Net income: JP¥888.0m (down 15% from FY 2024). Profit margin: 1.4% (down from 1.7% in FY 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 23% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 15
S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 25, 2025 S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 25, 2025. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 05 June 2025. Payout ratio is a comfortable 33% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%). Announcement • Mar 04
S.Ishimitsu & Co.,Ltd. to Report Fiscal Year 2025 Results on May 15, 2025 S.Ishimitsu & Co.,Ltd. announced that they will report fiscal year 2025 results on May 15, 2025 Reported Earnings • Feb 16
Third quarter 2025 earnings released: EPS: JP¥17.01 (vs JP¥33.97 in 3Q 2024) Third quarter 2025 results: EPS: JP¥17.01 (down from JP¥33.97 in 3Q 2024). Revenue: JP¥18.0b (up 8.2% from 3Q 2024). Net income: JP¥132.0m (down 50% from 3Q 2024). Profit margin: 0.7% (down from 1.6% 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 12% 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 • Nov 30
S.Ishimitsu & Co.,Ltd. to Report Q3, 2025 Results on Feb 14, 2025 S.Ishimitsu & Co.,Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025 New Risk • Nov 25
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 7.3% This is considered a major risk. If the company's operating cash flows are too small relative to the size of their debt, it increases their balance sheet risk. The company has less cash from operations to cover its expenses from servicing large debt and it increases the risk of liquidity issues. It also extends the time it would take for the company to pay back the debt in full, meaning it may not be able to easily pay it all off in a distress scenario. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.3% operating cash flow to total debt). Minor Risk Market cap is less than US$100m (JP¥6.14b market cap, or US$39.6m). Announcement • Aug 27
S.Ishimitsu & Co.,Ltd. to Report Q2, 2025 Results on Nov 15, 2024 S.Ishimitsu & Co.,Ltd. announced that they will report Q2, 2025 results on Nov 15, 2024 New Risk • Aug 14
New minor risk - Financial position The company has a high level of debt. Net debt to equity ratio: 41% This is considered a minor risk. Having a high level of debt increases the company's balance sheet risk. The company has a higher interest repayment burden, leading to the need to allocate a greater amount of its earnings towards servicing the debt, potentially limiting growth options or shareholder distributions. It can also increase the risk of bankruptcy if business conditions deteriorate enough that the company can no longer meet its debt obligations. Currently, the following risks have been identified for the company: Minor Risks High level of debt (41% net debt to equity). Market cap is less than US$100m (JP¥6.23b market cap, or US$42.4m). Announcement • Jun 06
S.Ishimitsu & Co.,Ltd. to Report Q1, 2025 Results on Aug 09, 2024 S.Ishimitsu & Co.,Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024 New Risk • May 16
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 5.8% 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 (5.8% average weekly change). Market cap is less than US$100m (JP¥7.40b market cap, or US$48.1m). Reported Earnings • May 13
Full year 2024 earnings released: EPS: JP¥136 (vs JP¥103 in FY 2023) Full year 2024 results: EPS: JP¥136 (up from JP¥103 in FY 2023). Revenue: JP¥62.0b (up 5.2% from FY 2023). Net income: JP¥1.05b (up 32% from FY 2023). Profit margin: 1.7% (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 15% per year but the company’s share price has increased by 28% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 12
S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 26, 2024 S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 26, 2024. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥28.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 17 June 2024. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.5%). Announcement • Mar 02
S.Ishimitsu & Co.,Ltd. to Report Fiscal Year 2024 Results on May 10, 2024 S.Ishimitsu & Co.,Ltd. announced that they will report fiscal year 2024 results on May 10, 2024 Reported Earnings • Feb 11
Third quarter 2024 earnings released: EPS: JP¥33.96 (vs JP¥29.53 in 3Q 2023) Third quarter 2024 results: EPS: JP¥33.96 (up from JP¥29.53 in 3Q 2023). Revenue: JP¥16.6b (up 2.7% from 3Q 2023). Net income: JP¥263.0m (up 15% from 3Q 2023). Profit margin: 1.6% (up from 1.4% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Nov 26
S.Ishimitsu & Co.,Ltd. to Report Q3, 2024 Results on Feb 09, 2024 S.Ishimitsu & Co.,Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024 Reported Earnings • Nov 12
Second quarter 2024 earnings released: EPS: JP¥50.49 (vs JP¥15.93 in 2Q 2023) Second quarter 2024 results: EPS: JP¥50.49 (up from JP¥15.93 in 2Q 2023). Revenue: JP¥16.0b (up 15% from 2Q 2023). Net income: JP¥391.0m (up 218% from 2Q 2023). Profit margin: 2.4% (up from 0.9% in 2Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 25% per year whereas the company’s share price has increased by 22% per year. Announcement • Aug 27
S.Ishimitsu & Co.,Ltd. to Report Q2, 2024 Results on Nov 10, 2023 S.Ishimitsu & Co.,Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023 New Risk • Aug 14
New minor risk - Profit margin trend The company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 0.9% Last year net profit margin: 1.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. 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. Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (JP¥5.68b market cap, or US$39.2m). Reported Earnings • Aug 13
First quarter 2024 earnings released: EPS: JP¥24.34 (vs JP¥57.85 in 1Q 2023) First quarter 2024 results: EPS: JP¥24.34 (down from JP¥57.85 in 1Q 2023). Revenue: JP¥14.8b (up 2.7% from 1Q 2023). Net income: JP¥188.0m (down 58% from 1Q 2023). Profit margin: 1.3% (down from 3.1% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth. Announcement • Jun 03
S.Ishimitsu & Co.,Ltd. to Report Q1, 2024 Results on Aug 10, 2023 S.Ishimitsu & Co.,Ltd. announced that they will report Q1, 2024 results on Aug 10, 2023 Reported Earnings • May 14
Full year 2023 earnings released: EPS: JP¥103 (vs JP¥69.03 in FY 2022) Full year 2023 results: EPS: JP¥103 (up from JP¥69.03 in FY 2022). Revenue: JP¥59.0b (up 26% from FY 2022). Net income: JP¥792.0m (up 49% from FY 2022). Profit margin: 1.3% (up from 1.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 48% per year but the company’s share price has only increased by 27% per year, which means it is significantly lagging earnings growth. Announcement • May 14
S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 29, 2023 S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 29, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥24.00 per share at 1.9% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. Payout ratio is a comfortable 14% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%). Reported Earnings • Feb 12
Third quarter 2023 earnings released: EPS: JP¥29.52 (vs JP¥21.15 in 3Q 2022) Third quarter 2023 results: EPS: JP¥29.52 (up from JP¥21.15 in 3Q 2022). Revenue: JP¥16.1b (up 25% from 3Q 2022). Net income: JP¥228.0m (up 40% from 3Q 2022). Profit margin: 1.4% (up from 1.3% in 3Q 2022). 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 23% per year, which means it is significantly lagging earnings growth. Announcement • Nov 27
S.Ishimitsu & Co.,Ltd. to Report Q3, 2023 Results on Feb 10, 2023 S.Ishimitsu & Co.,Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023 Reported Earnings • Nov 16
Second quarter 2023 earnings released: EPS: JP¥15.93 (vs JP¥24.01 in 2Q 2022) Second quarter 2023 results: EPS: JP¥15.93 (down from JP¥24.01 in 2Q 2022). Revenue: JP¥13.9b (up 25% from 2Q 2022). Net income: JP¥123.0m (down 34% from 2Q 2022). Profit margin: 0.9% (down from 1.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has only increased by 16% per year, which means it is significantly lagging earnings growth. Board Change • Nov 16
Less than half of directors are independent 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. 4 highly experienced directors. 1 independent director (5 non-independent directors). Independent Outside Director Tadashi Kondo was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Valuation Update With 7 Day Price Move • Nov 07
Investor sentiment deteriorated over the past week After last week's 16% share price decline to JP¥669, the stock trades at a trailing P/E ratio of 6.8x. Average trailing P/E is 13x in the Consumer Retailing industry in Japan. Total returns to shareholders of 73% over the past three years. Announcement • Aug 31
S.Ishimitsu & Co.,Ltd. to Report Q2, 2023 Results on Nov 11, 2022 S.Ishimitsu & Co.,Ltd. announced that they will report Q2, 2023 results on Nov 11, 2022 Reported Earnings • Aug 14
First quarter 2023 earnings released: EPS: JP¥57.85 (vs JP¥27.76 in 1Q 2022) First quarter 2023 results: EPS: JP¥57.85 (up from JP¥27.76 in 1Q 2022). Revenue: JP¥14.4b (up 33% from 1Q 2022). Net income: JP¥446.0m (up 108% from 1Q 2022). Profit margin: 3.1% (up from 2.0% in 1Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 45% 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 29
S.Ishimitsu & Co.,Ltd. to Report Q1, 2023 Results on Aug 12, 2022 S.Ishimitsu & Co.,Ltd. announced that they will report Q1, 2023 results on Aug 12, 2022 Reported Earnings • May 17
Full year 2022 earnings released: EPS: JP¥69.02 (vs JP¥60.85 in FY 2021) Full year 2022 results: EPS: JP¥69.02 (up from JP¥60.85 in FY 2021). Revenue: JP¥46.7b (up 15% from FY 2021). Net income: JP¥532.0m (up 13% from FY 2021). Profit margin: 1.1% (down from 1.2% in FY 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 34% 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 15
S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 29, 2022 S.Ishimitsu & Co.,Ltd., Annual General Meeting, Jun 29, 2022. Board Change • Apr 27
Less than half of directors are independent No new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 4 highly experienced directors. 1 independent director (4 non-independent directors). Independent Outside Director Tadashi Kondo was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Announcement • Apr 08
S.Ishimitsu & Co.,Ltd. to Report Fiscal Year 2022 Results on May 13, 2022 S.Ishimitsu & Co.,Ltd. announced that they will report fiscal year 2022 results on May 13, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥14.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 08 June 2022. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (1.6%). Reported Earnings • Feb 12
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥21.14 (down from JP¥26.34 in 3Q 2021). Revenue: JP¥12.9b (up 8.7% from 3Q 2021). Net income: JP¥163.0m (down 20% from 3Q 2021). Profit margin: 1.3% (down from 1.7% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Reported Earnings • Nov 15
Second quarter 2022 earnings released: EPS JP¥24.00 (vs JP¥13.23 in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥11.1b (up 11% from 2Q 2021). Net income: JP¥185.0m (up 81% from 2Q 2021). Profit margin: 1.7% (up from 1.0% in 2Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Reported Earnings • Aug 22
First quarter 2022 earnings released: EPS JP¥27.76 (vs JP¥4.67 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥10.8b (up 33% from 1Q 2021). Net income: JP¥214.0m (up 494% from 1Q 2021). Profit margin: 2.0% (up from 0.4% in 1Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 9% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Reported Earnings • May 19
Full year 2021 earnings released: EPS JP¥60.85 (vs JP¥12.84 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥40.5b (up 6.1% from FY 2020). Net income: JP¥469.0m (up 374% from FY 2020). Profit margin: 1.2% (up from 0.3% in FY 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 27% 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¥10.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 12 June 2021. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.4%). Is New 90 Day High Low • Mar 08
New 90-day high: JP¥461 The company is up 15% from its price of JP¥402 on 08 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 3.0% over the same period. Announcement • Mar 04
S.Ishimitsu & Co.,Ltd. to Report Fiscal Year 2021 Results on May 14, 2021 S.Ishimitsu & Co.,Ltd. announced that they will report fiscal year 2021 results on May 14, 2021 Reported Earnings • Feb 14
Third quarter 2021 earnings released: EPS JP¥26.34 (vs JP¥19.33 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥11.9b (up 9.7% from 3Q 2020). Net income: JP¥203.0m (up 36% from 3Q 2020). Profit margin: 1.7% (up from 1.4% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 37% 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. Is New 90 Day High Low • Nov 30
New 90-day high: JP¥452 The company is up 20% from its price of JP¥376 on 01 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 3.0% over the same period. Reported Earnings • Nov 16
Second quarter 2021 earnings released: EPS JP¥13.23 The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥10.1b (up 7.7% from 2Q 2020). Net income: JP¥102.0m (up 240% from 2Q 2020). Profit margin: 1.0% (up from 0.3% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Is New 90 Day High Low • Oct 05
New 90-day high: JP¥404 The company is up 5.0% from its price of JP¥384 on 07 July 2020. The Japanese market is up 3.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Consumer Retailing industry, which is up 3.0% over the same period. Announcement • Sep 03
S.Ishimitsu & Co.,Ltd. to Report Q2, 2021 Results on Nov 13, 2020 S.Ishimitsu & Co.,Ltd. announced that they will report Q2, 2021 results on Nov 13, 2020