Announcement • Jun 03
Takemoto Yohki Co., Ltd. to Report Q2, 2026 Results on Jul 31, 2026 Takemoto Yohki Co., Ltd. announced that they will report Q2, 2026 results on Jul 31, 2026 Reported Earnings • May 01
First quarter 2026 earnings released: EPS: JP¥16.74 (vs JP¥15.61 in 1Q 2025) First quarter 2026 results: EPS: JP¥16.74 (up from JP¥15.61 in 1Q 2025). Revenue: JP¥3.79b (up 1.0% from 1Q 2025). Net income: JP¥202.0m (up 7.4% from 1Q 2025). Profit margin: 5.3% (up from 5.0% in 1Q 2025). 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 3% per year, which means it is significantly lagging earnings growth. Announcement • Apr 21
Takemoto Yohki Co., Ltd. to Report Q1, 2026 Results on Apr 30, 2026 Takemoto Yohki Co., Ltd. announced that they will report Q1, 2026 results on Apr 30, 2026 Declared Dividend • Apr 11
Final dividend of JP¥19.00 announced Shareholders will receive a dividend of JP¥19.00. Ex-date: 29th June 2026 Payment date: 1st September 2026 Dividend yield will be 4.2%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by earnings (56% 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 12% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 10% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Mar 28
Full year 2025 earnings released: EPS: JP¥63.94 (vs JP¥53.07 in FY 2024) Full year 2025 results: EPS: JP¥63.94 (up from JP¥53.07 in FY 2024). Revenue: JP¥14.5b (down 7.3% from FY 2024). Net income: JP¥771.0m (up 21% from FY 2024). Profit margin: 5.3% (up from 4.1% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Reported Earnings • Jan 31
Full year 2025 earnings released: EPS: JP¥63.94 (vs JP¥53.07 in FY 2024) Full year 2025 results: EPS: JP¥63.94 (up from JP¥53.07 in FY 2024). Revenue: JP¥14.5b (down 7.3% from FY 2024). Net income: JP¥771.0m (up 21% from FY 2024). Profit margin: 5.3% (up from 4.1% in FY 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Announcement • Jan 30
Takemoto Yohki Co., Ltd., Annual General Meeting, Mar 24, 2026 Takemoto Yohki Co., Ltd., Annual General Meeting, Mar 24, 2026. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥18.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 26 March 2026. Payout ratio is a comfortable 61% and this is well supported by cash flows. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (3.0%). Announcement • Dec 03
Takemoto Yohki Co., Ltd. to Report Fiscal Year 2025 Results on Jan 30, 2026 Takemoto Yohki Co., Ltd. announced that they will report fiscal year 2025 results on Jan 30, 2026 Reported Earnings • Nov 02
Third quarter 2025 earnings released: EPS: JP¥15.33 (vs JP¥17.18 in 3Q 2024) Third quarter 2025 results: EPS: JP¥15.33 (down from JP¥17.18 in 3Q 2024). Revenue: JP¥3.60b (down 13% from 3Q 2024). Net income: JP¥185.0m (down 11% from 3Q 2024). Profit margin: 5.1% (in line with 3Q 2024). Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 5% per year, which means it is significantly lagging earnings growth. Announcement • Sep 02
Takemoto Yohki Co., Ltd. to Report Q3, 2025 Results on Oct 31, 2025 Takemoto Yohki Co., Ltd. announced that they will report Q3, 2025 results on Oct 31, 2025 Declared Dividend • Sep 02
First half dividend of JP¥18.00 announced Dividend of JP¥18.00 is the same as last year. Ex-date: 29th December 2025 Payment date: 26th March 2026 Dividend yield will be 4.3%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (59% earnings payout ratio) and cash flows (65% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 35% to shift the payout ratio to a potentially unsustainable range, which is more than the 7.8% EPS decline seen over the last 5 years. Reported Earnings • Aug 02
Second quarter 2025 earnings released: EPS: JP¥17.43 (vs JP¥16.11 in 2Q 2024) Second quarter 2025 results: EPS: JP¥17.43 (up from JP¥16.11 in 2Q 2024). Revenue: JP¥3.56b (down 12% from 2Q 2024). Net income: JP¥210.0m (up 8.2% from 2Q 2024). Profit margin: 5.9% (up from 4.8% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Jun 20
Upcoming dividend of JP¥18.00 per share Eligible shareholders must have bought the stock before 27 June 2025. Payment date: 02 September 2025. Payout ratio is a comfortable 60% and this is well supported by cash flows. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (4.0%). Higher than average of industry peers (3.5%). Announcement • May 31
Takemoto Yohki Co., Ltd. to Report Q2, 2025 Results on Jul 31, 2025 Takemoto Yohki Co., Ltd. announced that they will report Q2, 2025 results on Jul 31, 2025 Reported Earnings • May 01
First quarter 2025 earnings released: EPS: JP¥15.61 (vs JP¥8.81 in 1Q 2024) First quarter 2025 results: EPS: JP¥15.61 (up from JP¥8.81 in 1Q 2024). Revenue: JP¥3.75b (flat on 1Q 2024). Net income: JP¥188.0m (up 77% from 1Q 2024). Profit margin: 5.0% (up from 2.8% in 1Q 2024). 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 2% per year, which means it is well ahead of earnings. Declared Dividend • Apr 11
Final dividend of JP¥18.00 announced Dividend of JP¥18.00 is the same as last year. Ex-date: 27th June 2025 Payment date: 2nd September 2025 Dividend yield will be 4.5%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is covered by both earnings (68% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to decline by 25% to shift the payout ratio to a potentially unsustainable range, which is more than the 8.6% EPS decline seen over the last 5 years. Reported Earnings • Mar 28
Full year 2024 earnings released: EPS: JP¥53.07 (vs JP¥24.34 in FY 2023) Full year 2024 results: EPS: JP¥53.07 (up from JP¥24.34 in FY 2023). Revenue: JP¥15.6b (up 9.1% from FY 2023). Net income: JP¥639.0m (up 117% from FY 2023). Profit margin: 4.1% (up from 2.1% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Announcement • Mar 04
Takemoto Yohki Co., Ltd. to Report Q1, 2025 Results on Apr 30, 2025 Takemoto Yohki Co., Ltd. announced that they will report Q1, 2025 results on Apr 30, 2025 Reported Earnings • Feb 01
Full year 2024 earnings released: EPS: JP¥53.07 (vs JP¥24.34 in FY 2023) Full year 2024 results: EPS: JP¥53.07 (up from JP¥24.34 in FY 2023). Revenue: JP¥15.6b (up 9.1% from FY 2023). Net income: JP¥639.0m (up 117% from FY 2023). Profit margin: 4.1% (up from 2.1% in FY 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings. Announcement • Jan 31
Takemoto Yohki Co., Ltd., Annual General Meeting, Mar 25, 2025 Takemoto Yohki Co., Ltd., Annual General Meeting, Mar 25, 2025. Upcoming Dividend • Dec 20
Upcoming dividend of JP¥18.00 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 27 March 2025. Payout ratio is a comfortable 73% 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 (3.2%). Announcement • Dec 03
Takemoto Yohki Co., Ltd. to Report Fiscal Year 2024 Results on Jan 31, 2025 Takemoto Yohki Co., Ltd. announced that they will report fiscal year 2024 results on Jan 31, 2025 Reported Earnings • Nov 02
Third quarter 2024 earnings released: EPS: JP¥17.18 (vs JP¥6.48 in 3Q 2023) Third quarter 2024 results: EPS: JP¥17.18 (up from JP¥6.48 in 3Q 2023). Revenue: JP¥4.11b (up 16% from 3Q 2023). Net income: JP¥207.0m (up 165% from 3Q 2023). Profit margin: 5.0% (up from 2.2% in 3Q 2023). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Announcement • Aug 27
Takemoto Yohki Co., Ltd. to Report Q3, 2024 Results on Oct 31, 2024 Takemoto Yohki Co., Ltd. announced that they will report Q3, 2024 results on Oct 31, 2024 Declared Dividend • Aug 02
First half dividend of JP¥18.00 announced Dividend of JP¥18.00 is the same as last year. Ex-date: 27th December 2024 Payment date: 27th March 2025 Dividend yield will be 4.3%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is not adequately covered by earnings (94% earnings payout ratio). However, it is covered by cash flows (80% cash payout ratio). The dividend has increased by an average of 13% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 4.0% to bring the payout ratio under control. However, EPS has declined by 16% over the last 5 years so the company would need to reverse this trend. Upcoming Dividend • Jun 20
Upcoming dividend of JP¥18.00 per share Eligible shareholders must have bought the stock before 27 June 2024. Payment date: 02 September 2024. The company is paying out more than 100% of its profits and is paying out 82% of its cash flow. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (3.1%). Announcement • Jun 02
Takemoto Yohki Co., Ltd. to Report Q2, 2024 Results on Jul 31, 2024 Takemoto Yohki Co., Ltd. announced that they will report Q2, 2024 results on Jul 31, 2024 Declared Dividend • Apr 11
Final dividend of JP¥18.00 announced Dividend of JP¥18.00 is the same as last year. Ex-date: 27th June 2024 Payment date: 2nd September 2024 Dividend yield will be 4.4%, which is higher than the industry average of 2.8%. Sustainability & Growth Dividend is not covered by earnings (160% earnings payout ratio). However, it is covered by cash flows (80% cash payout ratio). The dividend has increased by an average of 13% per year over the past 9 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 78% to bring the payout ratio under control. However, EPS has declined by 24% over the last 5 years so the company would need to reverse this trend. Reported Earnings • Mar 29
Full year 2023 earnings released: EPS: JP¥24.34 (vs JP¥29.37 in FY 2022) Full year 2023 results: EPS: JP¥24.34 (down from JP¥29.37 in FY 2022). Revenue: JP¥14.3b (down 3.8% from FY 2022). Net income: JP¥294.0m (down 20% from FY 2022). Profit margin: 2.1% (down from 2.5% 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 28% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings. Announcement • Feb 29
Takemoto Yohki Co., Ltd. to Report Q1, 2024 Results on Apr 30, 2024 Takemoto Yohki Co., Ltd. announced that they will report Q1, 2024 results on Apr 30, 2024 Reported Earnings • Feb 02
Full year 2023 earnings released: EPS: JP¥24.34 (vs JP¥29.37 in FY 2022) Full year 2023 results: EPS: JP¥24.34 (down from JP¥29.37 in FY 2022). Revenue: JP¥14.3b (down 3.8% from FY 2022). Net income: JP¥294.0m (down 20% from FY 2022). Profit margin: 2.1% (down from 2.5% 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 28% 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. Upcoming Dividend • Dec 21
Upcoming dividend of JP¥18.00 per share at 4.6% yield Eligible shareholders must have bought the stock before 28 December 2023. Payment date: 29 March 2024. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 4.6%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.9%). Announcement • Dec 05
Takemoto Yohki Co., Ltd. to Report Fiscal Year 2023 Results on Jan 31, 2024 Takemoto Yohki Co., Ltd. announced that they will report fiscal year 2023 results on Jan 31, 2024 Reported Earnings • Nov 02
Third quarter 2023 earnings released: EPS: JP¥6.48 (vs JP¥4.47 loss in 3Q 2022) Third quarter 2023 results: EPS: JP¥6.48 (up from JP¥4.47 loss in 3Q 2022). Revenue: JP¥3.55b (down 11% from 3Q 2022). Net income: JP¥78.0m (up JP¥134.0m from 3Q 2022). Profit margin: 2.2% (up from net loss in 3Q 2022). The move to profitability was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings. New Risk • Oct 12
New major risk - Revenue and earnings growth Earnings have declined by 21% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Dividend is not well covered by earnings and cash flows. Payout ratio: 313% Paying a dividend despite having no free cash flows. Earnings have declined by 21% per year over the past 5 years. Minor Risks Profit margins are more than 30% lower than last year (0.9% net profit margin). Market cap is less than US$100m (JP¥9.61b market cap, or US$64.4m). Announcement • Sep 08
Takemoto Yohki Co., Ltd. to Report Q3, 2023 Results on Oct 31, 2023 Takemoto Yohki Co., Ltd. announced that they will report Q3, 2023 results on Oct 31, 2023 Reported Earnings • Aug 01
Second quarter 2023 earnings released: EPS: JP¥3.91 (vs JP¥12.61 in 2Q 2022) Second quarter 2023 results: EPS: JP¥3.91 (down from JP¥12.61 in 2Q 2022). Revenue: JP¥3.65b (flat on 2Q 2022). Net income: JP¥47.0m (down 70% from 2Q 2022). Profit margin: 1.3% (down from 4.3% in 2Q 2022). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Packaging industry in Japan. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has remained flat, which means it is well ahead of earnings. Upcoming Dividend • Jun 22
Upcoming dividend of JP¥18.00 per share at 4.3% yield Eligible shareholders must have bought the stock before 29 June 2023. Payment date: 01 September 2023. The company is paying out more than 100% of its profits and is paying out 99% of its cash flow. Trailing yield: 4.3%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (3.0%). Announcement • Jun 01
Takemoto Yohki Co., Ltd. to Report Q2, 2023 Results on Jul 31, 2023 Takemoto Yohki Co., Ltd. announced that they will report Q2, 2023 results on Jul 31, 2023 Board Change • Apr 01
Insufficient new 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. 4 highly experienced directors. Independent External Director Kazuo Ogawa 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: Insufficient board refreshment. Reported Earnings • Mar 31
Full year 2022 earnings released: EPS: JP¥29.37 (vs JP¥95.22 in FY 2021) Full year 2022 results: EPS: JP¥29.37 (down from JP¥95.22 in FY 2021). Revenue: JP¥14.9b (down 5.6% from FY 2021). Net income: JP¥368.0m (down 69% from FY 2021). Profit margin: 2.5% (down from 7.6% in FY 2021). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Packaging industry in Japan. Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Reported Earnings • Feb 12
Full year 2022 earnings released: EPS: JP¥29.37 (vs JP¥95.22 in FY 2021) Full year 2022 results: EPS: JP¥29.37 (down from JP¥95.22 in FY 2021). Revenue: JP¥14.9b (down 5.6% from FY 2021). Net income: JP¥368.0m (down 69% from FY 2021). Profit margin: 2.5% (down from 7.6% in FY 2021). Over the last 3 years on average, earnings per share has fallen by 18% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Feb 10
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to JP¥860, the stock trades at a trailing P/E ratio of 20.7x. Average trailing P/E is 10x in the Packaging industry in Japan. Total returns to shareholders of 9.1% over the past three years. Announcement • Feb 07
Takemoto Yohki Co., Ltd. (TSE:4248) announces an Equity Buyback for 500,000 shares, representing 3.99% for ¥374 million. Takemoto Yohki Co., Ltd. (TSE:4248) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 3.99% of its issued share capital (excluding treasury stock), for a total purchase price of ¥374 million. The shares will be repurchased at a price of ¥748 per share. The purpose of the program is to improve the shareholding ratio and promote the achievement of the 2030 Vision. As of December 31, 2022, the company has 12,528,800 issued shares (excluding treasury stock) and 400 treasury shares. Announcement • Feb 06
Takemoto Yohki Co., Ltd., Annual General Meeting, Mar 28, 2023 Takemoto Yohki Co., Ltd., Annual General Meeting, Mar 28, 2023. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥18.00 per share Eligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio is on the higher end at 84%, however this is supported by cash flows. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.4%). Announcement • Dec 06
Takemoto Yohki Co., Ltd. to Report Fiscal Year 2022 Results on Jan 31, 2023 Takemoto Yohki Co., Ltd. announced that they will report fiscal year 2022 results on Jan 31, 2023 Reported Earnings • Nov 17
Third quarter 2022 earnings released: JP¥4.47 loss per share (vs JP¥24.90 profit in 3Q 2021) Third quarter 2022 results: JP¥4.47 loss per share (down from JP¥24.90 profit in 3Q 2021). Revenue: JP¥3.97b (down 3.4% from 3Q 2021). Net loss: JP¥56.0m (down 118% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 14% 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. Reported Earnings • Nov 02
Third quarter 2022 earnings released: JP¥4.47 loss per share (vs JP¥24.90 profit in 3Q 2021) Third quarter 2022 results: JP¥4.47 loss per share (down from JP¥24.90 profit in 3Q 2021). Revenue: JP¥3.97b (down 3.4% from 3Q 2021). Net loss: JP¥56.0m (down 118% from profit in 3Q 2021). Over the last 3 years on average, earnings per share has fallen by 14% per year whereas the company’s share price has fallen by 10% per year. Buying Opportunity • Sep 16
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 5.5%. The fair value is estimated to be JP¥944, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. Announcement • Aug 31
Takemoto Yohki Co., Ltd. to Report Q3, 2022 Results on Oct 31, 2022 Takemoto Yohki Co., Ltd. announced that they will report Q3, 2022 results on Oct 31, 2022 Buying Opportunity • Aug 29
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 8.0%. The fair value is estimated to be JP¥947, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. Buying Opportunity • Aug 09
Now 20% undervalued after recent price drop Over the last 90 days, the stock is down 4.6%. The fair value is estimated to be JP¥946, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 12%. Reported Earnings • Jul 31
Second quarter 2022 earnings released: EPS: JP¥12.61 (vs JP¥23.87 in 2Q 2021) Second quarter 2022 results: EPS: JP¥12.61 (down from JP¥23.87 in 2Q 2021). Revenue: JP¥3.65b (down 10% from 2Q 2021). Net income: JP¥158.0m (down 47% from 2Q 2021). Profit margin: 4.3% (down from 7.3% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year whereas the company’s share price has fallen by 11% per year. Upcoming Dividend • Jun 22
Upcoming dividend of JP¥17.50 per share Eligible shareholders must have bought the stock before 29 June 2022. Payment date: 01 September 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.7%). Announcement • Jun 02
Takemoto Yohki Co., Ltd. to Report Q2, 2022 Results on Jul 29, 2022 Takemoto Yohki Co., Ltd. announced that they will report Q2, 2022 results on Jul 29, 2022 Reported Earnings • Apr 30
First quarter 2022 earnings released: EPS: JP¥16.04 (vs JP¥29.05 in 1Q 2021) First quarter 2022 results: EPS: JP¥16.04 (down from JP¥29.05 in 1Q 2021). Revenue: JP¥3.61b (down 5.2% from 1Q 2021). Net income: JP¥201.0m (down 45% from 1Q 2021). Profit margin: 5.6% (down from 9.6% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 16% per year whereas the company’s share price has fallen by 17% per year. 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. 4 experienced directors. 5 highly experienced directors. No independent directors (9 non-independent directors). Chief of Corporate Planning Office and Director Takuya Toda 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 • Feb 27
Takemoto Yohki Co., Ltd. to Report Q1, 2022 Results on Apr 28, 2022 Takemoto Yohki Co., Ltd. announced that they will report Q1, 2022 results on Apr 28, 2022 Reported Earnings • Feb 02
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: JP¥95.22 (up from JP¥39.11 in FY 2020). Revenue: JP¥15.8b (up 6.1% from FY 2020). Net income: JP¥1.19b (up 144% from FY 2020). Profit margin: 7.6% (up from 3.3% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 17% per year. Announcement • Jan 31
Takemoto Yohki Co., Ltd. Provides Earnings Guidance for the Six Months Ending June 30, 2022, and Full-Year Ending December 31, 2022 Takemoto Yohki Co., Ltd. provided earnings guidance for the six months ending June 30, 2022, and full-year ending December 31, 2022. For the six months ending June 30, 2022, the company expects net sales of ¥8,150 million; Operating profit of ¥870 million, and Profit attributable to owners of the parent of ¥600 million or ¥47.88 basic per share.For the year ending December 31, 2022, the company expects net sales of ¥16,500 million; Operating profit of ¥1,770 million, and Profit attributable to owners of the parent of ¥1,230 million or ¥98.17 basic per share. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥17.50 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 3.4%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.3%). Reported Earnings • Oct 31
Third quarter 2021 earnings released: EPS JP¥24.90 (vs JP¥27.86 in 3Q 2020) The company reported a soft third quarter result with weaker earnings and profit margins, although revenues improved. Third quarter 2021 results: Revenue: JP¥4.11b (up 9.6% from 3Q 2020). Net income: JP¥312.0m (down 11% from 3Q 2020). Profit margin: 7.6% (down from 9.3% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings. Reported Earnings • Aug 03
Second quarter 2021 earnings released: EPS JP¥23.87 (vs JP¥36.64 in 2Q 2020) The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: JP¥4.08b (up 2.1% from 2Q 2020). Net income: JP¥299.0m (down 35% from 2Q 2020). Profit margin: 7.3% (down from 12% in 2Q 2020). Over the last 3 years on average, earnings per share has fallen by 21% per year whereas the company’s share price has fallen by 16% per year. Upcoming Dividend • Jun 22
Upcoming dividend of JP¥14.50 per share Eligible shareholders must have bought the stock before 29 June 2021. Payment date: 01 September 2021. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.1%). Higher than average of industry peers (2.2%). Reported Earnings • May 05
First quarter 2021 earnings released: EPS JP¥29.05 (vs JP¥16.92 in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥3.80b (up 11% from 1Q 2020). Net income: JP¥364.0m (up 72% from 1Q 2020). Profit margin: 9.6% (up from 6.2% in 1Q 2020). Over the last 3 years on average, earnings per share has fallen by 13% per year whereas the company’s share price has fallen by 18% per year. Announcement • Mar 04
Takemoto Yohki Co., Ltd. to Report Q1, 2021 Results on Apr 30, 2021 Takemoto Yohki Co., Ltd. announced that they will report Q1, 2021 results on Apr 30, 2021 Is New 90 Day High Low • Feb 19
New 90-day low: JP¥867 The company is down 5.0% from its price of JP¥916 on 20 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 5.0% over the same period. Reported Earnings • Feb 02
Full year 2020 earnings released: EPS JP¥39.11 (vs JP¥83.25 in FY 2019) The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥14.9b (down 2.2% from FY 2019). Net income: JP¥490.0m (down 53% from FY 2019). Profit margin: 3.3% (down from 6.9% in FY 2019). Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 8% per year. Is New 90 Day High Low • Feb 01
New 90-day low: JP¥889 The company is down 2.0% from its price of JP¥908 on 02 November 2020. The Japanese market is up 12% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 3.0% over the same period. Announcement • Jan 31
Takemoto Yohki Co., Ltd., Annual General Meeting, Mar 26, 2021 Takemoto Yohki Co., Ltd., Annual General Meeting, Mar 26, 2021. Announcement • Dec 30
Takemoto Yohki Co., Ltd. to Report Fiscal Year 2020 Results on Jan 29, 2021 Takemoto Yohki Co., Ltd. announced that they will report fiscal year 2020 results on Jan 29, 2021 Upcoming Dividend • Dec 22
Upcoming Dividend of JP¥9.50 Per Share Will be paid on the 30th of March to those who are registered shareholders by the 29th of December. The trailing yield of 2.0% is below the top quartile of Japanese dividend payers (3.0%), but it is higher than industry peers (1.8%). Announcement • Aug 02
Takemoto Yohki Co., Ltd. to Report Q3, 2020 Results on Oct 30, 2020 Takemoto Yohki Co., Ltd. announced that they will report Q3, 2020 results on Oct 30, 2020 
