Declared Dividend • Jun 12
Final dividend of JP¥31.00 announced Shareholders will receive a dividend of JP¥31.00. Ex-date: 28th August 2026 Payment date: 25th November 2026 Dividend yield will be 2.2%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 2.2% 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. EPS is expected to grow by 16% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jun 02
Full year 2026 earnings: EPS and revenues exceed analyst expectations Full year 2026 results: EPS: JP¥142 (up from JP¥128 in FY 2025). Revenue: JP¥57.2b (up 22% from FY 2025). Net income: JP¥6.46b (up 11% from FY 2025). Profit margin: 11% (down from 12% in FY 2025). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates by 1.7%. Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has increased by 1% per year. Announcement • May 09
KOMEDA Holdings Co., Ltd. to Report Q1, 2027 Results on Jul 15, 2026 KOMEDA Holdings Co., Ltd. announced that they will report Q1, 2027 results at 9:00 AM, Tokyo Standard Time on Jul 15, 2026 Buy Or Sell Opportunity • Apr 10
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 1.2% to JP¥3,060. The fair value is estimated to be JP¥2,550, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 3.9%. For the next 3 years, revenue is forecast to grow by 4.4% per annum. Earnings are also forecast to grow by 5.2% per annum over the same time period. Announcement • Apr 08
KOMEDA Holdings Co., Ltd., Annual General Meeting, May 28, 2026 KOMEDA Holdings Co., Ltd., Annual General Meeting, May 28, 2026. Announcement • Apr 02
KOMEDA Holdings Co., Ltd. to Report Fiscal Year 2026 Results on Apr 08, 2026 KOMEDA Holdings Co., Ltd. announced that they will report fiscal year 2026 results on Apr 08, 2026 Upcoming Dividend • Feb 19
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 26 February 2026. Payment date: 15 May 2026. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (0.9%). Buy Or Sell Opportunity • Feb 05
Now 21% overvalued Over the last 90 days, the stock has fallen 2.5% to JP¥2,866. The fair value is estimated to be JP¥2,375, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 4.7%. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 6.2% per annum over the same time period. Reported Earnings • Jan 15
Third quarter 2026 earnings released: EPS: JP¥33.79 (vs JP¥31.57 in 3Q 2025) Third quarter 2026 results: EPS: JP¥33.79 (up from JP¥31.57 in 3Q 2025). Revenue: JP¥13.9b (up 20% from 3Q 2025). Net income: JP¥1.54b (up 7.1% from 3Q 2025). Profit margin: 11% (down from 12% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.2% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year whereas the company’s share price has increased by 7% per year. Declared Dividend • Nov 26
First half dividend of JP¥30.00 announced Shareholders will receive a dividend of JP¥30.00. Ex-date: 26th February 2026 Payment date: 15th May 2026 Dividend yield will be 2.0%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 34% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Buy Or Sell Opportunity • Nov 25
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 3.7% to JP¥3,025. The fair value is estimated to be JP¥3,798, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 5.9%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 27% in the next 2 years. Announcement • Nov 05
KOMEDA Holdings Co., Ltd. to Report Q3, 2026 Results on Jan 14, 2026 KOMEDA Holdings Co., Ltd. announced that they will report Q3, 2026 results on Jan 14, 2026 Buy Or Sell Opportunity • Oct 29
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 4.2% to JP¥2,885. The fair value is estimated to be JP¥3,608, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 5.9%. Revenue is forecast to grow by 18% in 2 years. Earnings are forecast to grow by 27% in the next 2 years. Reported Earnings • Oct 09
Second quarter 2026 earnings released: EPS: JP¥36.00 (vs JP¥34.19 in 2Q 2025) Second quarter 2026 results: EPS: JP¥36.00 (up from JP¥34.19 in 2Q 2025). Revenue: JP¥14.9b (up 24% from 2Q 2025). Net income: JP¥1.64b (up 5.3% from 2Q 2025). Profit margin: 11% (down from 13% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.8% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 6% per year whereas the company’s share price has increased by 7% per year. Upcoming Dividend • Aug 21
Upcoming dividend of JP¥30.00 per share Eligible shareholders must have bought the stock before 28 August 2025. Payment date: 26 November 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.7%). Announcement • Jul 30
KOMEDA Holdings Co., Ltd. to Report Q2, 2026 Results on Oct 08, 2025 KOMEDA Holdings Co., Ltd. announced that they will report Q2, 2026 results on Oct 08, 2025 Reported Earnings • Jul 13
First quarter 2026 earnings released: EPS: JP¥33.74 (vs JP¥31.42 in 1Q 2025) First quarter 2026 results: EPS: JP¥33.74 (up from JP¥31.42 in 1Q 2025). Revenue: JP¥13.7b (up 24% from 1Q 2025). Net income: JP¥1.54b (up 6.8% from 1Q 2025). Profit margin: 11% (down from 13% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 7% per year whereas the company’s share price has increased by 10% per year. Declared Dividend • Jun 18
Final dividend of JP¥30.00 announced Shareholders will receive a dividend of JP¥30.00. Ex-date: 28th August 2025 Payment date: 26th November 2025 Dividend yield will be 1.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is well covered by both earnings (42% earnings payout ratio) and cash flows (28% cash payout ratio). The dividend has increased by an average of 2.0% per year over the past 9 years and payments have been stable during that time. EPS is expected to grow by 23% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jun 03
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥128 (down from JP¥130 in FY 2024). Revenue: JP¥47.1b (up 8.8% from FY 2024). Net income: JP¥5.81b (down 2.6% from FY 2024). Profit margin: 12% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 7% per year. Announcement • May 27
KOMEDA Holdings Co., Ltd. to Report Q1, 2026 Results on Jul 11, 2025 KOMEDA Holdings Co., Ltd. announced that they will report Q1, 2026 results on Jul 11, 2025 Buy Or Sell Opportunity • May 27
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 4.7% to JP¥2,872. The fair value is estimated to be JP¥2,389, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 7.0% per annum over the same time period. Buy Or Sell Opportunity • May 07
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 6.1% to JP¥2,886. The fair value is estimated to be JP¥2,402, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 7.3% per annum. Earnings are also forecast to grow by 7.1% per annum over the same time period. Buy Or Sell Opportunity • Apr 16
Now 22% overvalued after recent price rise Over the last 90 days, the stock has risen 8.6% to JP¥2,936. The fair value is estimated to be JP¥2,406, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 7.9%. For the next 3 years, revenue is forecast to grow by 7.1% per annum. Earnings are also forecast to grow by 6.7% per annum over the same time period. Reported Earnings • Apr 10
Full year 2025 earnings: EPS misses analyst expectations Full year 2025 results: EPS: JP¥128 (down from JP¥130 in FY 2024). Revenue: JP¥47.1b (up 8.8% from FY 2024). Net income: JP¥5.81b (down 2.6% from FY 2024). Profit margin: 12% (down from 14% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 6.8%. Revenue is forecast to grow 7.4% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year whereas the company’s share price has increased by 11% per year. Announcement • Apr 09
KOMEDA Holdings Co., Ltd., Annual General Meeting, May 29, 2025 KOMEDA Holdings Co., Ltd., Annual General Meeting, May 29, 2025. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥27.00 per share Eligible shareholders must have bought the stock before 27 February 2025. Payment date: 15 May 2025. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (0.8%). Announcement • Feb 04
KOMEDA Holdings Co., Ltd. to Report Fiscal Year 2025 Results on Apr 09, 2025 KOMEDA Holdings Co., Ltd. announced that they will report fiscal year 2025 results on Apr 09, 2025 Reported Earnings • Jan 12
Third quarter 2025 earnings released: EPS: JP¥31.57 (vs JP¥34.35 in 3Q 2024) Third quarter 2025 results: EPS: JP¥31.57 (down from JP¥34.35 in 3Q 2024). Revenue: JP¥11.6b (up 7.1% from 3Q 2024). Net income: JP¥1.44b (down 8.8% from 3Q 2024). Profit margin: 12% (down from 14% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Hospitality industry in Japan. 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 10% per year. Declared Dividend • Nov 27
First half dividend of JP¥27.00 announced Shareholders will receive a dividend of JP¥27.00. Ex-date: 27th February 2025 Payment date: 15th May 2025 Dividend yield will be 1.9%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased over the past 8 years and payments have been stable during that time. EPS is expected to grow by 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Nov 09
KOMEDA Holdings Co., Ltd. to Report Q3, 2025 Results on Jan 10, 2025 KOMEDA Holdings Co., Ltd. announced that they will report Q3, 2025 results on Jan 10, 2025 Reported Earnings • Oct 11
Second quarter 2025 earnings released: EPS: JP¥34.19 (vs JP¥30.32 in 2Q 2024) Second quarter 2025 results: EPS: JP¥34.19 (up from JP¥30.32 in 2Q 2024). Revenue: JP¥12.0b (up 11% from 2Q 2024). Net income: JP¥1.56b (up 12% from 2Q 2024). Profit margin: 13% (in line with 2Q 2024). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 6.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year and the company’s share price has also increased by 10% per year. Announcement • Oct 09
KOMEDA Holdings Co., Ltd. Announces Dividend for the Second Quarter of the Fiscal Year Ending February 28, 2025, Payable on November 26, 2024 KOMEDA Holdings Co., Ltd. announced dividend for the second quarter of the fiscal year ending February 28, 2025. For the period, the company announced dividend of JPY 27.00 per share against JPY 26.00 per share paid for the same period a year ago. Dividend payable date is November 26, 2024. Upcoming Dividend • Aug 22
Upcoming dividend of JP¥27.00 per share Eligible shareholders must have bought the stock before 29 August 2024. Payment date: 28 November 2024. Payout ratio is a comfortable 41% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (0.8%). Announcement • Jul 30
KOMEDA Holdings Co., Ltd. to Report Q2, 2025 Results on Oct 09, 2024 KOMEDA Holdings Co., Ltd. announced that they will report Q2, 2025 results on Oct 09, 2024 Reported Earnings • Jul 12
First quarter 2025 earnings released: EPS: JP¥31.42 (vs JP¥33.15 in 1Q 2024) First quarter 2025 results: EPS: JP¥31.42 (down from JP¥33.15 in 1Q 2024). Revenue: JP¥11.1b (up 5.7% from 1Q 2024). Net income: JP¥1.44b (down 6.0% from 1Q 2024). Profit margin: 13% (down from 15% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 11% per year whereas the company’s share price has increased by 7% per year. Declared Dividend • Jun 06
Final dividend of JP¥27.00 announced Shareholders will receive a dividend of JP¥27.00. Ex-date: 29th August 2024 Payment date: 28th November 2024 Dividend yield will be 2.0%, which is higher than the industry average of 0.6%. Sustainability & Growth Dividend is covered by both earnings (60% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased over the past 8 years and payments have been stable during that time. EPS is expected to grow by 17% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Jun 01
Full year 2024 earnings: Revenues and EPS in line with analyst expectations Full year 2024 results: EPS: JP¥130 (up from JP¥118 in FY 2023). Revenue: JP¥43.2b (up 14% from FY 2023). Net income: JP¥5.97b (up 10% from FY 2023). Profit margin: 14% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • May 24
KOMEDA Holdings Co., Ltd. to Report Q1, 2025 Results on Jul 10, 2024 KOMEDA Holdings Co., Ltd. announced that they will report Q1, 2025 results on Jul 10, 2024 Reported Earnings • Apr 11
Full year 2024 earnings: Revenues and EPS in line with analyst expectations Full year 2024 results: EPS: JP¥130 (up from JP¥118 in FY 2023). Revenue: JP¥43.2b (up 14% from FY 2023). Net income: JP¥5.97b (up 10% from FY 2023). Profit margin: 14% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 14% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Announcement • Mar 01
KOMEDA Holdings Co., Ltd. to Report Fiscal Year 2024 Results on Apr 10, 2024 KOMEDA Holdings Co., Ltd. announced that they will report fiscal year 2024 results on Apr 10, 2024 Upcoming Dividend • Feb 21
Upcoming dividend of JP¥27.00 per share Eligible shareholders must have bought the stock before 28 February 2024. Payment date: 13 May 2024. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (0.6%). Reported Earnings • Jan 14
Third quarter 2024 earnings released: EPS: JP¥34.35 (vs JP¥29.66 in 3Q 2023) Third quarter 2024 results: EPS: JP¥34.35 (up from JP¥29.66 in 3Q 2023). Revenue: JP¥10.8b (up 15% from 3Q 2023). Net income: JP¥1.57b (up 15% from 3Q 2023). Profit margin: 14% (in line with 3Q 2023). Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 7.6% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 13% per year and the company’s share price has also increased by 13% per year. Announcement • Jan 12
KOMEDA Holdings Co., Ltd. Provides Dividend Guidance for the Fourth Quarter Ending February 29, 2024 KOMEDA Holdings Co., Ltd. provided dividend guidance for the fourth quarter ending February 29, 2024. The company expected to pay dividend of JPY 27.00 per share for the fourth quarter ending February 29, 2024 compared to JPY 26.00 per share paid a year ago. Announcement • Nov 02
KOMEDA Holdings Co., Ltd. to Report Q3, 2024 Results on Jan 12, 2024 KOMEDA Holdings Co., Ltd. announced that they will report Q3, 2024 results on Jan 12, 2024 Reported Earnings • Oct 12
Second quarter 2024 earnings released: EPS: JP¥30.32 (vs JP¥27.95 in 2Q 2023) Second quarter 2024 results: EPS: JP¥30.32 (up from JP¥27.95 in 2Q 2023). Revenue: JP¥10.8b (up 18% from 2Q 2023). Net income: JP¥1.39b (up 7.8% from 2Q 2023). Profit margin: 13% (down from 14% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.3% p.a. on average during the next 3 years, compared to a 8.3% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥26.00 per share at 1.9% yield Eligible shareholders must have bought the stock before 30 August 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 1.9%. Lower than top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (0.5%). Announcement • Jul 30
KOMEDA Holdings Co., Ltd. to Report Q2, 2024 Results on Oct 11, 2023 KOMEDA Holdings Co., Ltd. announced that they will report Q2, 2024 results on Oct 11, 2023 Reported Earnings • Jul 14
First quarter 2024 earnings released: EPS: JP¥33.15 (vs JP¥28.10 in 1Q 2023) First quarter 2024 results: EPS: JP¥33.15 (up from JP¥28.10 in 1Q 2023). Revenue: JP¥10.5b (up 17% from 1Q 2023). Net income: JP¥1.53b (up 18% from 1Q 2023). Profit margin: 15% (in line with 1Q 2023). Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 9.2% growth forecast for the Hospitality industry in Japan. 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 14% per year. Reported Earnings • May 30
Full year 2023 earnings: EPS in line with analyst expectations despite revenue beat Full year 2023 results: EPS: JP¥118 (up from JP¥107 in FY 2022). Revenue: JP¥37.8b (up 14% from FY 2022). Net income: JP¥5.42b (up 9.9% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 7.2% p.a. on average during the next 3 years, compared to a 9.5% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 12% per year, which means it is tracking significantly ahead of earnings growth. Announcement • May 04
KOMEDA Holdings Co., Ltd. to Report Q1, 2024 Results on Jul 12, 2023 KOMEDA Holdings Co., Ltd. announced that they will report Q1, 2024 results on Jul 12, 2023 Reported Earnings • Apr 13
Full year 2023 earnings: EPS in line with analyst expectations despite revenue beat Full year 2023 results: EPS: JP¥118 (up from JP¥107 in FY 2022). Revenue: JP¥37.8b (up 14% from FY 2022). Net income: JP¥5.42b (up 9.9% from FY 2022). Profit margin: 14% (in line with FY 2022). Revenue exceeded analyst estimates by 2.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 6.6% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has increased by 19% per year, which means it is tracking significantly ahead of earnings growth. Upcoming Dividend • Feb 20
Upcoming dividend of JP¥26.00 per share at 2.2% yield Eligible shareholders must have bought the stock before 27 February 2023. Payment date: 11 May 2023. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%). Reported Earnings • Jan 14
Third quarter 2023 earnings released: EPS: JP¥29.66 (vs JP¥30.08 in 3Q 2022) Third quarter 2023 results: EPS: JP¥29.66 (down from JP¥30.08 in 3Q 2022). Revenue: JP¥9.44b (up 14% from 3Q 2022). Net income: JP¥1.37b (down 1.4% from 3Q 2022). Profit margin: 14% (down from 17% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year. Board Change • Nov 16
No independent directors Following the recent departure of a director, there are no independent directors on the board. The company's board is composed of: No independent directors. 9 non-independent directors. Chairman of the Board Okitane Usui was the last director to join the board, commencing their role in 2022. The company's lack of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Oct 30
KOMEDA Holdings Co., Ltd. to Report Q3, 2023 Results on Jan 13, 2023 KOMEDA Holdings Co., Ltd. announced that they will report Q3, 2023 results on Jan 13, 2023 Reported Earnings • Oct 13
Second quarter 2023 earnings released: EPS: JP¥27.95 (vs JP¥26.23 in 2Q 2022) Second quarter 2023 results: EPS: JP¥27.95 (up from JP¥26.23 in 2Q 2022). Revenue: JP¥9.15b (up 12% from 2Q 2022). Net income: JP¥1.29b (up 6.6% from 2Q 2022). Profit margin: 14% (in line with 2Q 2022). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Hospitality industry in Japan. Over the last 3 years on average, earnings per share has fallen by 3% per year but the company’s share price has increased by 6% per year, which means it is well ahead of earnings. Upcoming Dividend • Aug 23
Upcoming dividend of JP¥26.00 per share Eligible shareholders must have bought the stock before 30 August 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 48% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (0.5%). Announcement • Aug 03
KOMEDA Holdings Co., Ltd. to Report Q2, 2023 Results on Oct 12, 2022 KOMEDA Holdings Co., Ltd. announced that they will report Q2, 2023 results on Oct 12, 2022 Price Target Changed • Jul 20
Price target increased to JP¥2,738 Up from JP¥2,540, the current price target is an average from 5 analysts. New target price is 21% above last closing price of JP¥2,262. Stock is up 11% over the past year. The company is forecast to post earnings per share of JP¥118 for next year compared to JP¥107 last year. Reported Earnings • Jul 15
First quarter 2023 earnings released: EPS: JP¥28.10 (vs JP¥29.23 in 1Q 2022) First quarter 2023 results: EPS: JP¥28.10 (down from JP¥29.23 in 1Q 2022). Revenue: JP¥8.96b (up 9.0% from 1Q 2022). Net income: JP¥1.30b (down 3.8% from 1Q 2022). Profit margin: 14% (down from 16% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 10%, compared to a 47% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Reported Earnings • Jun 01
Full year 2022 earnings: EPS misses analyst expectations Full year 2022 results: EPS: JP¥107 (up from JP¥77.89 in FY 2021). Revenue: JP¥33.3b (up 16% from FY 2021). Net income: JP¥4.93b (up 37% from FY 2021). Profit margin: 15% (up from 12% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.0%. Over the next year, revenue is forecast to grow 9.2%, compared to a 51% growth forecast for the restaurants industry in Japan. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings. Announcement • May 29
KOMEDA Holdings Co., Ltd. to Report Q1, 2023 Results on Jul 13, 2022 KOMEDA Holdings Co., Ltd. announced that they will report Q1, 2023 results on Jul 13, 2022 Board Change • Apr 27
No independent directors There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 9 experienced directors. No highly experienced directors. No independent directors (10 non-independent directors). Executive VP & Representative Director Yuichi Amari was the last director to join the board, commencing their role in 2020. 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 14
KOMEDA Holdings Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending February 28, 2023 KOMEDA Holdings Co., Ltd. provided consolidated earnings guidance for the fiscal year ending February 28, 2023. For the year, the company expects revenue of ¥37,000 million, operating profit of ¥8,000 million, net income of ¥5,400 million and basic earnings per share of ¥116.16. 
