Alfresa Holdings Management

Management criteria checks 2/4

Alfresa Holdings' CEO is Ryuji Arakawa, appointed in Jun 2020, has a tenure of 3.92 years. directly owns 0.034% of the company’s shares, worth ¥150.56M. The average tenure of the management team and the board of directors is 2.1 years and 3.9 years respectively.

Key information

Ryuji Arakawa

Chief executive officer

n/a

Total compensation

CEO salary percentage	n/a
CEO tenure	3.9yrs
CEO ownership	0.03%
Management average tenure	2.1yrs
Board average tenure	3.9yrs

Recent management updates

Recent updates

Is There An Opportunity With Alfresa Holdings Corporation's (TSE:2784) 32% Undervaluation?

Apr 19

Alfresa Holdings' (TSE:2784) Shareholders Will Receive A Bigger Dividend Than Last Year

Mar 12

Alfresa Holdings' (TSE:2784) Dividend Will Be Increased To ¥35.00

Feb 27

CEO

Ryuji Arakawa (60 yo)

3.9yrs

Tenure

Mr. Ryuji Arakawa has been President and Representative Director since June 25, 2020. He served as Senior Vice President of Alfresa Holdings Corporation since 2020 until June 25, 2020. He was Vice Presiden...

Leadership Team

Name	Position	Tenure	Compensation	Ownership
Ryuji Arakawa	President & Representative Director	3.9yrs	no data	0.034% ¥ 150.6m
Toshiki Tanaka	VP, Executive Officer of Gen Affairs	2.1yrs	no data	0.00054% ¥ 2.4m
Seiichi Kishida	Executive VP	less than a year	no data	0.0037% ¥ 16.7m
Yusuke Fukujin	Executive VP & Representative Director	no data	no data	1.09% ¥ 4.9b
Shigeki Ohashi	VP, Exe. Officer of Grp Bus	2.1yrs	no data	0.0027% ¥ 12.0m
Kazuaki Hano	Executive Officer	2.1yrs	no data	no data
Soichi Nemoto	Executive Officer	2.1yrs	no data	no data
Toshikazu Urakabe	Executive Officer	2.1yrs	no data	no data
Takashi Sasaki	Executive Officer	2.1yrs	no data	no data
Miki Oguchi	Executive Officer	1.4yrs	no data	no data
Naruhiko Sano	Executive Officer	1.4yrs	no data	no data

2.1yrs

Average Tenure

60yo

Average Age

Experienced Management: 2784's management team is considered experienced (2.1 years average tenure).

Board Members

Name	Position	Tenure	Compensation	Ownership
Ryuji Arakawa	President & Representative Director	7.9yrs	no data	0.034% ¥ 150.6m
Toshiki Tanaka	VP, Executive Officer of Gen Affairs	1.9yrs	no data	0.00054% ¥ 2.4m
Seiichi Kishida	Executive VP	5.3yrs	no data	0.0037% ¥ 16.7m
Yusuke Fukujin	Executive VP & Representative Director	3.9yrs	no data	1.09% ¥ 4.9b
Shigeki Ohashi	VP, Exe. Officer of Grp Bus	1.9yrs	no data	0.0027% ¥ 12.0m
Yoshitaka Kato	Outside Audit & Supervisory Board Member	6.9yrs	no data	no data
Hisashi Katsuki	Director	6.9yrs	no data	0.0086% ¥ 38.2m
Koichi Shimada	Director	5.9yrs	no data	0.0011% ¥ 4.8m
Takashi Hara	Independent Outside Director	3.9yrs	no data	no data
Manabu Kinoshita	Independent Outside Director	3.9yrs	no data	no data
Toshie Takeuchi	Independent Outside Director	3.9yrs	no data	no data
Kimiko Kunimasa	Independent Outside Director	1.9yrs	no data	no data

3.9yrs

Average Tenure

63.5yo

Average Age

Experienced Board: 2784's board of directors are considered experienced (3.9 years average tenure).

Alfresa Holdings Management

Management criteria checks 2/4

Key information

Recent management updates

Alfresa Holdings Corporation, Annual General Meeting, Jun 27, 2023

Less than half of directors are independent

Alfresa Holdings Corporation, Annual General Meeting, Jun 28, 2022

Less than half of directors are independent

Recent updates

New major risk - Revenue and earnings growth

Consensus EPS estimates increase by 23%

Alfresa Holdings Corporation Revises Dividend Guidance for the Fiscal Year Ending March 31, 2024

Is There An Opportunity With Alfresa Holdings Corporation's (TSE:2784) 32% Undervaluation?

Upcoming dividend of JP¥35.00 per share

Alfresa Holdings' (TSE:2784) Shareholders Will Receive A Bigger Dividend Than Last Year

Alfresa Holdings Corporation to Report Fiscal Year 2024 Results on May 14, 2024

Alfresa Holdings' (TSE:2784) Dividend Will Be Increased To ¥35.00

Third quarter 2024 earnings released: EPS: JP¥48.23 (vs JP¥38.65 in 3Q 2023)

Alfresa Holdings Corporation Provides Commemorative Dividend Guidance for the Fiscal Year Ending March 31, 2024

Second quarter 2024 earnings released: EPS: JP¥40.58 (vs JP¥24.10 in 2Q 2023)

Price target increased by 12% to JP¥2,150

Upcoming dividend of JP¥34.00 per share at 2.3% yield

First quarter 2024 earnings released: EPS: JP¥20.15 (vs JP¥10.50 in 1Q 2023)

New major risk - Revenue and earnings growth

Alfresa Holdings Corporation to Report Q1, 2024 Results on Aug 08, 2023

Alfresa Holdings Corporation to Report Q2, 2024 Results on Nov 07, 2023

Alfresa Holdings Corporation Provides Commemorative Dividend Guidance for the Second Quarter 2024

Full year 2023 earnings: Revenues and EPS in line with analyst expectations

Alfresa Holdings Corporation, Annual General Meeting, Jun 27, 2023

Price target increased by 7.1% to JP¥1,763

Upcoming dividend of JP¥29.00 per share at 3.5% yield

Third quarter 2023 earnings released: EPS: JP¥38.65 (vs JP¥55.97 in 3Q 2022)

Alfresa Holdings Corporation Provides Dividend Guidance for the Year Ending March 31, 2023

Alfresa Holdings Corporation to Report Q3, 2023 Results on Feb 07, 2023

Second quarter 2023 earnings released: EPS: JP¥24.10 (vs JP¥17.70 in 2Q 2022)

Less than half of directors are independent

Second quarter 2023 earnings released: EPS: JP¥24.10 (vs JP¥17.70 in 2Q 2022)

Alfresa Holdings Corporation Provides Earnings Guidance for the Full Year Ending March 31, 2023

Alfresa Holdings Corporation Revises Earnings Guidance for the Six Months Ended September 30, 2022

Alfresa Holdings Corporation Revises Earnings Guidance for the Six Months Ended September 30, 2022

Upcoming dividend of JP¥28.00 per share

Alfresa Holdings Corporation to Report Q2, 2023 Results on Nov 07, 2022

First quarter 2023 earnings released: EPS: JP¥10.50 (vs JP¥15.32 in 1Q 2022)

Alfresa Holdings Corporation Provides Dividend Guidance for the Second Quarter and Year End of Fiscal Year Ending March 31, 2023

Alfresa Holdings Corporation to Report Q1, 2023 Results on Aug 05, 2022

Consensus forecasts updated

Full year 2022 earnings: EPS exceeds analyst expectations

Alfresa Holdings Corporation Declares Dividend Payable on June 7, 2022

Alfresa Holdings Corporation, Annual General Meeting, Jun 28, 2022

Less than half of directors are independent

Alfresa Holdings Corporation to Report Fiscal Year 2022 Results on May 16, 2022

Upcoming dividend of JP¥27.00 per share

Third quarter 2022 earnings: EPS exceeds analyst expectations

Alfresa Holdings Corporation Revises Earning Guidance for the Fiscal Year Ending March 31, 2022

Consensus forecasts updated

Alfresa Holdings Corporation Provides Earning Guidance for the Fiscal Year Ending March 31, 2022

Second quarter 2022 earnings released: EPS JP¥17.70 (vs JP¥25.45 in 2Q 2021)

Upcoming dividend of JP¥27.00 per share

Consensus EPS estimates fall to JP¥96.39

Full year 2021 earnings released: EPS JP¥116 (vs JP¥190 in FY 2020)

Alfresa Holdings Corporation Provides Consolidated Earnings Guidance for the First Half and Full Year Ending March 31, 2022

Consensus forecasts updated

Upcoming dividend of JP¥27.00 per share

Alfresa Holdings Corporation to Report Fiscal Year 2021 Results on May 14, 2021

Price target lowered to JP¥1,968

Third quarter 2021 earnings released: EPS JP¥37.73 (vs JP¥46.61 in 3Q 2020)

Revenue and earnings beat expectations

New 90-day high: JP¥2,216

Analysts update estimates

New 90-day low: JP¥1,908

Price target raised to JP¥2,113

Alfresa Holdings Corporation to Report Q3, 2021 Results on Feb 08, 2021

Alfresa Holdings Corporation to Report Q2, 2021 Results on Nov 05, 2020

Alfresa Holdings Corporation (TSE:2784) acquired 17.1% stake in Human Life CORD Japan Inc.

CEO

Tenure

Leadership Team

Average Tenure

Average Age

Board Members