Announcement • Jun 03
Oie Sangyo Co., Ltd. to Report Q1, 2027 Results on Aug 10, 2026 Oie Sangyo Co., Ltd. announced that they will report Q1, 2027 results on Aug 10, 2026 Reported Earnings • May 13
Full year 2026 earnings released: EPS: JP¥338 (vs JP¥339 in FY 2025) Full year 2026 results: EPS: JP¥338 (down from JP¥339 in FY 2025). Revenue: JP¥129.3b (up 8.4% from FY 2025). Net income: JP¥2.81b (flat on FY 2025). Profit margin: 2.2% (down from 2.4% in FY 2025). The decrease in margin was driven by higher expenses. Announcement • May 12
Oie Sangyo Co., Ltd., Annual General Meeting, Jun 25, 2026 Oie Sangyo Co., Ltd., Annual General Meeting, Jun 25, 2026. Announcement • May 10
Oie Sangyo Co., Ltd. to Report Fiscal Year 2026 Results on May 12, 2026 Oie Sangyo Co., Ltd. announced that they will report fiscal year 2026 results on May 12, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥47.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 08 June 2026. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%). Reported Earnings • Feb 10
Third quarter 2026 earnings released: EPS: JP¥79.52 (vs JP¥89.89 in 3Q 2025) Third quarter 2026 results: EPS: JP¥79.52 (down from JP¥89.89 in 3Q 2025). Revenue: JP¥34.4b (up 21% from 3Q 2025). Net income: JP¥660.0m (down 11% from 3Q 2025). Profit margin: 1.9% (down from 2.6% in 3Q 2025). The decrease in margin was driven by higher expenses. Announcement • Nov 29
Oie Sangyo Co., Ltd. to Report Q3, 2026 Results on Feb 09, 2026 Oie Sangyo Co., Ltd. announced that they will report Q3, 2026 results on Feb 09, 2026 Reported Earnings • Nov 12
Second quarter 2026 earnings released: EPS: JP¥89.93 (vs JP¥89.89 in 2Q 2025) Second quarter 2026 results: EPS: JP¥89.93 (up from JP¥89.89 in 2Q 2025). Revenue: JP¥32.8b (up 15% from 2Q 2025). Net income: JP¥746.0m (flat on 2Q 2025). Profit margin: 2.3% (down from 2.6% in 2Q 2025). The decrease in margin was driven by higher expenses. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥47.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 09 December 2025. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.6%). Reported Earnings • Aug 09
First quarter 2026 earnings released First quarter 2026 results: EPS: JP¥80.24. Net income: JP¥665.0m (up JP¥665.0m from 1Q 2025). Reported Earnings • Jul 05
Full year 2025 earnings released: EPS: JP¥339 (vs JP¥344 in FY 2024) Full year 2025 results: EPS: JP¥339 (down from JP¥344 in FY 2024). Revenue: JP¥119.3b (up 7.1% from FY 2024). Net income: JP¥2.81b (down 8.0% from FY 2024). Profit margin: 2.4% (down from 2.7% in FY 2024). The decrease in margin was driven by higher expenses. Announcement • May 13
Oie Sangyo Co., Ltd., Annual General Meeting, Jun 26, 2025 Oie Sangyo Co., Ltd., Annual General Meeting, Jun 26, 2025. New Risk • Apr 08
New minor risk - Market cap size The company's market capitalization is less than US$100m. Market cap: JP¥14.7b (US$99.3m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Latest financial reports are more than 6 months old (reported March 2024 fiscal period end). Market cap is less than US$100m (JP¥14.7b market cap, or US$99.3m). Upcoming Dividend • Mar 21
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 10 June 2025. Trailing yield: 4.4%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.7%). Announcement • Mar 05
Oie Sangyo Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025 Oie Sangyo Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025 Announcement • Dec 03
Oie Sangyo Co., Ltd. to Report Q3, 2025 Results on Feb 10, 2025 Oie Sangyo Co., Ltd. announced that they will report Q3, 2025 results on Feb 10, 2025 Upcoming Dividend • Sep 20
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 11 December 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.6%). Announcement • Aug 27
Oie Sangyo Co., Ltd. to Report Q2, 2025 Results on Nov 11, 2024 Oie Sangyo Co., Ltd. announced that they will report Q2, 2025 results on Nov 11, 2024 New Risk • Aug 05
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 7.9% 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 (7.9% average weekly change). Minor Risks Less than 3 years of financial data is available. Short dividend paying track record (less than a year of continuous dividend payments). Market cap is less than US$100m (JP¥13.2b market cap, or US$93.0m). Buy Or Sell Opportunity • Aug 05
Now 29% undervalued after recent price drop Over the last 90 days, the stock has fallen 2.4% to JP¥1,600. The fair value is estimated to be JP¥2,259, however this is not to be taken as a buy recommendation but rather should be used as a guide only. 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¥1,600, the stock trades at a trailing P/E ratio of 4.3x. Average trailing P/E is 12x in the Consumer Retailing industry in Japan. Total returns to shareholders of 54% over the past three years. New Risk • Aug 03
New minor risk - Financial data availability Less than 3 years of financial data is available. This is considered a minor risk. If the company has been trading for less than 3 years, then it has not had the opportunity to establish a long-term track record. This makes it difficult for investors to assess the true growth potential, sustainability and resilience of the business under different economic conditions. Currently, the following risks have been identified for the company: Minor Risks Less than 3 years of financial data is available. Short dividend paying track record (less than a year of continuous dividend payments). Share price has been volatile over the past 3 months (6.7% average weekly change). Announcement • Jun 02
Oie Sangyo Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024 Oie Sangyo Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024 Valuation Update With 7 Day Price Move • May 17
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥1,930, the stock trades at a trailing P/E ratio of 5.2x. Average trailing P/E is 14x in the Consumer Retailing industry in Japan. Total returns to shareholders of 72% over the past three years. Announcement • May 15
Oie Sangyo Co., Ltd., Annual General Meeting, Jun 26, 2024 Oie Sangyo Co., Ltd., Annual General Meeting, Jun 26, 2024. Reported Earnings • May 12
Full year 2024 earnings released: EPS: JP¥344 (vs JP¥180 in FY 2023) Full year 2024 results: EPS: JP¥344 (up from JP¥180 in FY 2023). Revenue: JP¥111.4b (up 17% from FY 2023). Net income: JP¥3.06b (up 87% from FY 2023). Profit margin: 2.7% (up from 1.7% 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 114% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 21
Inaugural dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 10 June 2024. This is the first dividend for Oie Sangyo since going public. The average dividend yield among industry peers is 1.5%. Announcement • Mar 02
Oie Sangyo Co., Ltd. to Report Fiscal Year 2024 Results on May 10, 2024 Oie Sangyo Co., Ltd. announced that they will report fiscal year 2024 results on May 10, 2024 Reported Earnings • Feb 10
Third quarter 2024 earnings released: EPS: JP¥62.17 (vs JP¥76.04 in 3Q 2023) Third quarter 2024 results: EPS: JP¥62.17 (down from JP¥76.04 in 3Q 2023). Revenue: JP¥30.4b (up 17% from 3Q 2023). Net income: JP¥563.0m (down 18% from 3Q 2023). Profit margin: 1.8% (down from 2.6% 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 117% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • Dec 30
Oie Sangyo Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024 Oie Sangyo Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024 Reported Earnings • Nov 11
Second quarter 2024 earnings released: EPS: JP¥64.44 (vs JP¥38.02 in 2Q 2023) Second quarter 2024 results: EPS: JP¥64.44 (up from JP¥38.02 in 2Q 2023). Revenue: JP¥27.9b (up 23% from 2Q 2023). Net income: JP¥583.0m (up 70% from 2Q 2023). Profit margin: 2.1% (up from 1.5% 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 113% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Sep 21
Inaugural dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. This is the first dividend for Oie Sangyo since going public. The average dividend yield among industry peers is 1.6%. Announcement • Aug 31
Oie Sangyo Co., Ltd. to Report Q2, 2024 Results on Nov 10, 2023 Oie Sangyo Co., Ltd. announced that they will report Q2, 2024 results on Nov 10, 2023 Reported Earnings • Aug 10
First quarter 2024 earnings released: EPS: JP¥64.99 (vs JP¥25.31 in 1Q 2023) First quarter 2024 results: EPS: JP¥64.99 (up from JP¥25.31 in 1Q 2023). Revenue: JP¥26.6b (up 23% from 1Q 2023). Net income: JP¥588.0m (up 157% from 1Q 2023). Profit margin: 2.2% (up from 1.1% in 1Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 97% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Aug 09
Investor sentiment improves as stock rises 25% After last week's 25% share price gain to JP¥1,644, the stock trades at a trailing P/E ratio of 9.1x. Average trailing P/E is 15x in the Consumer Retailing industry in Japan. Total returns to shareholders of 11% over the past three years. Announcement • Jun 28
Oie Sangyo Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023 Oie Sangyo Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023 Reported Earnings • May 14
Full year 2023 earnings released: EPS: JP¥180 (vs JP¥12.60 loss in FY 2022) Full year 2023 results: EPS: JP¥180 (up from JP¥12.60 loss in FY 2022). Revenue: JP¥94.8b (up 35% from FY 2022). Net income: JP¥1.63b (up JP¥1.75b from FY 2022). Profit margin: 1.7% (up from net loss in FY 2022). The move to profitability 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 fallen by 6% per year, which means it is significantly lagging earnings. Announcement • May 14
Oie Sangyo Co., Ltd., Annual General Meeting, Jun 27, 2023 Oie Sangyo Co., Ltd., Annual General Meeting, Jun 27, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 08 June 2023. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.7%. Reported Earnings • Feb 12
Third quarter 2023 earnings released: EPS: JP¥76.04 (vs JP¥33.38 in 3Q 2022) Third quarter 2023 results: EPS: JP¥76.04 (up from JP¥33.38 in 3Q 2022). Revenue: JP¥26.1b (up 19% from 3Q 2022). Net income: JP¥688.0m (up 128% from 3Q 2022). Profit margin: 2.6% (up from 1.4% 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 36% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Announcement • Nov 27
Oie Sangyo Co., Ltd. to Report Q3, 2023 Results on Feb 10, 2023 Oie Sangyo Co., Ltd. announced that they will report Q3, 2023 results on Feb 10, 2023 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. 5 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). External Director Takuya Wada was the last 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: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Nov 10
Second quarter 2023 earnings released: EPS: JP¥38.02 (vs JP¥15.14 loss in 2Q 2022) Second quarter 2023 results: EPS: JP¥38.02 (up from JP¥15.14 loss in 2Q 2022). Revenue: JP¥22.8b (up 41% from 2Q 2022). Net income: JP¥344.0m (up JP¥481.0m from 2Q 2022). Profit margin: 1.5% (up from net loss in 2Q 2022). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has fallen by 14% per year, which means it is performing significantly worse than earnings. Announcement • Aug 31
Oie Sangyo Co., Ltd. to Report Q2, 2023 Results on Nov 08, 2022 Oie Sangyo Co., Ltd. announced that they will report Q2, 2023 results on Nov 08, 2022 Reported Earnings • Aug 10
First quarter 2023 earnings released: EPS: JP¥25.31 (vs JP¥52.28 loss in 1Q 2022) First quarter 2023 results: EPS: JP¥25.31 (up from JP¥52.28 loss in 1Q 2022). Revenue: JP¥21.7b (up 43% from 1Q 2022). Net income: JP¥229.0m (up JP¥702.0m from 1Q 2022). Profit margin: 1.1% (up from net loss in 1Q 2022). 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 9% per year, which means it has not declined as severely as earnings. Announcement • May 29
Oie Sangyo Co., Ltd. to Report Q1, 2023 Results on Aug 08, 2022 Oie Sangyo Co., Ltd. announced that they will report Q1, 2023 results on Aug 08, 2022 Reported Earnings • May 15
Full year 2022 earnings released: JP¥12.60 loss per share (vs JP¥331 loss in FY 2021) Full year 2022 results: JP¥12.60 loss per share (up from JP¥331 loss in FY 2021). Revenue: JP¥70.5b (up 6.5% from FY 2021). Net loss: JP¥114.0m (loss narrowed 96% from FY 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 60 percentage points per year, which is a significant difference in performance. Announcement • May 14
Oie Sangyo Co., Ltd., Annual General Meeting, Jun 24, 2022 Oie Sangyo Co., Ltd., Annual General Meeting, Jun 24, 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. 5 experienced directors. 5 highly experienced directors. No independent directors (7 non-independent directors). External Director Takuya Wada was the last 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: Lack of independent directors. Insufficient board refreshment. Announcement • Apr 08
Oie Sangyo Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022 Oie Sangyo Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022 Reported Earnings • Feb 09
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥33.38 (up from JP¥112 loss in 3Q 2021). Revenue: JP¥22.0b (up 8.0% from 3Q 2021). Net income: JP¥302.0m (up JP¥1.31b from 3Q 2021). Profit margin: 1.4% (up from net loss in 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 86 percentage points per year, which is a significant difference in performance. Reported Earnings • Nov 11
Second quarter 2022 earnings released: JP¥15.14 loss per share (vs JP¥137 loss in 2Q 2021) The company reported a decent second quarter result with reduced losses and improved control over expenses, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥16.1b (down 9.3% from 2Q 2021). Net loss: JP¥137.0m (loss narrowed 89% from 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 99 percentage points per year, which is a significant difference in performance. Reported Earnings • Aug 13
First quarter 2022 earnings released: JP¥52.28 loss per share (vs JP¥56.48 loss in 1Q 2021) The company reported a solid first quarter result with reduced losses, improved revenues and improved control over expenses. First quarter 2022 results: Revenue: JP¥15.2b (up 19% from 1Q 2021). Net loss: JP¥473.0m (loss narrowed 7.4% from 1Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 111 percentage points per year, which is a significant difference in performance. Reported Earnings • May 14
Full year 2021 earnings released: JP¥331 loss per share (vs JP¥39.79 profit in FY 2020) The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥66.1b (down 31% from FY 2020). Net loss: JP¥2.99b (down JP¥3.35b from profit in FY 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 108 percentage points per year, which is a significant difference in performance. Reported Earnings • Feb 10
Third quarter 2021 earnings released: JP¥112 loss per share (vs JP¥26.30 profit in 3Q 2020) The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥20.3b (down 22% from 3Q 2020). Net loss: JP¥1.01b (down JP¥1.25b from profit in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance. Is New 90 Day High Low • Dec 25
New 90-day low: JP¥1,359 The company is down 19% from its price of JP¥1,685 on 25 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Consumer Retailing industry, which is flat over the same period. Announcement • Nov 29
Oie Sangyo Co., Ltd. to Report Q3, 2021 Results on Feb 08, 2021 Oie Sangyo Co., Ltd. announced that they will report Q3, 2021 results on Feb 08, 2021 Announcement • Aug 30
Oie Sangyo Co., Ltd. to Report Q2, 2021 Results on Nov 09, 2020 Oie Sangyo Co., Ltd. announced that they will report Q2, 2021 results on Nov 09, 2020