Announcement • Jun 28
Yuki Gosei Kogyo Co., Ltd. to Report Q1, 2027 Results on Jul 31, 2026 Yuki Gosei Kogyo Co., Ltd. announced that they will report Q1, 2027 results on Jul 31, 2026 New Risk • Jun 19
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 8.8% 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 High level of debt (43% net debt to equity). Share price has been volatile over the past 3 months (8.8% average weekly change). Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥9.11b market cap, or US$56.5m). Valuation Update With 7 Day Price Move • Jun 19
Investor sentiment improves as stock rises 30% After last week's 30% share price gain to JP¥423, the stock trades at a trailing P/E ratio of 29.1x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 49% over the past three years. New Risk • May 20
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: 2.0% Last year net profit margin: 5.9% 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: Minor Risks High level of debt (43% net debt to equity). Profit margins are more than 30% lower than last year (2.0% net profit margin). Market cap is less than US$100m (JP¥7.41b market cap, or US$46.6m). Reported Earnings • May 20
Full year 2026 earnings released: EPS: JP¥14.50 (vs JP¥41.37 in FY 2025) Full year 2026 results: EPS: JP¥14.50 (down from JP¥41.37 in FY 2025). Revenue: JP¥15.4b (up 2.1% from FY 2025). Net income: JP¥313.0m (down 65% from FY 2025). Profit margin: 2.0% (down from 5.9% in FY 2025). The decrease in margin was driven by higher expenses. 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 4% per year. Announcement • May 17
Yuki Gosei Kogyo Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026 Yuki Gosei Kogyo Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026 Announcement • May 15
Yuki Gosei Kogyo Co., Ltd., Annual General Meeting, Jun 24, 2026 Yuki Gosei Kogyo Co., Ltd., Annual General Meeting, Jun 24, 2026. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 23 June 2026. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (2.3%). Valuation Update With 7 Day Price Move • Feb 10
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to JP¥483, the stock trades at a trailing P/E ratio of 15.7x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 81% over the past three years. Reported Earnings • Jan 31
Third quarter 2026 earnings released: EPS: JP¥3.38 (vs JP¥4.87 in 3Q 2025) Third quarter 2026 results: EPS: JP¥3.38 (down from JP¥4.87 in 3Q 2025). Revenue: JP¥3.20b (down 12% from 3Q 2025). Net income: JP¥73.0m (down 31% from 3Q 2025). Profit margin: 2.3% (down from 2.9% in 3Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 11% per year, which means it is significantly lagging earnings growth. New Risk • Jan 19
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 6.9% 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 (19% operating cash flow to total debt). Minor Risks Share price has been volatile over the past 3 months (6.9% average weekly change). Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (JP¥9.78b market cap, or US$61.9m). Valuation Update With 7 Day Price Move • Jan 19
Investor sentiment improves as stock rises 31% After last week's 31% share price gain to JP¥454, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 13x in the Chemicals industry in Japan. Total returns to shareholders of 66% over the past three years. New Risk • Nov 06
New major risk - Financial position The company's debt is not well covered by operating cash flow. Operating cash flow to total debt ratio: 19% 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 (19% operating cash flow to total debt). Minor Risks Profit margins are more than 30% lower than last year (4.4% net profit margin). Market cap is less than US$100m (JP¥6.03b market cap, or US$39.1m). Reported Earnings • Nov 02
Second quarter 2026 earnings released: EPS: JP¥3.20 (vs JP¥3.78 in 2Q 2025) Second quarter 2026 results: EPS: JP¥3.20 (down from JP¥3.78 in 2Q 2025). Revenue: JP¥3.83b (down 2.7% from 2Q 2025). Net income: JP¥69.0m (down 16% from 2Q 2025). Profit margin: 1.8% (down from 2.1% in 2Q 2025). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Announcement • Oct 01
Yuki Gosei Kogyo Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025 Yuki Gosei Kogyo Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025 Reported Earnings • Aug 02
First quarter 2026 earnings released: EPS: JP¥4.46 (vs JP¥13.01 in 1Q 2025) First quarter 2026 results: EPS: JP¥4.46 (down from JP¥13.01 in 1Q 2025). Revenue: JP¥4.00b (up 22% from 1Q 2025). Net income: JP¥96.0m (down 66% from 1Q 2025). Profit margin: 2.4% (down from 8.7% in 1Q 2025). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • Jun 27
Yuki Gosei Kogyo Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025 Yuki Gosei Kogyo Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025 Reported Earnings • Jun 24
Full year 2025 earnings released: EPS: JP¥41.37 (vs JP¥35.56 in FY 2024) Full year 2025 results: EPS: JP¥41.37 (up from JP¥35.56 in FY 2024). Revenue: JP¥15.1b (up 17% from FY 2024). Net income: JP¥896.0m (up 16% from FY 2024). Profit margin: 5.9% (down from 6.0% 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 34% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Reported Earnings • May 21
Full year 2025 earnings released: EPS: JP¥41.37 (vs JP¥35.56 in FY 2024) Full year 2025 results: EPS: JP¥41.37 (up from JP¥35.56 in FY 2024). Revenue: JP¥15.1b (up 17% from FY 2024). Net income: JP¥896.0m (up 16% from FY 2024). Profit margin: 5.9% (down from 6.0% 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 34% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Announcement • May 15
Yuki Gosei Kogyo Co., Ltd., Annual General Meeting, Jun 20, 2025 Yuki Gosei Kogyo Co., Ltd., Annual General Meeting, Jun 20, 2025. Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 18% After last week's 18% share price decline to JP¥218, the stock trades at a trailing P/E ratio of 5.3x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total loss to shareholders of 12% over the past three years. Announcement • Mar 27
Yuki Gosei Kogyo Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025 Yuki Gosei Kogyo Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥9.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%). Reported Earnings • Feb 01
Third quarter 2025 earnings released: EPS: JP¥4.87 (vs JP¥8.52 in 3Q 2024) Third quarter 2025 results: EPS: JP¥4.87 (down from JP¥8.52 in 3Q 2024). Revenue: JP¥3.64b (up 17% from 3Q 2024). Net income: JP¥105.0m (down 44% from 3Q 2024). Profit margin: 2.9% (down from 6.0% 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 33% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Announcement • Jan 03
Yuki Gosei Kogyo Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025 Yuki Gosei Kogyo Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025 Reported Earnings • Nov 02
Second quarter 2025 earnings released: EPS: JP¥3.78 (vs JP¥2.84 loss in 2Q 2024) Second quarter 2025 results: EPS: JP¥3.78 (up from JP¥2.84 loss in 2Q 2024). Revenue: JP¥3.93b (up 38% from 2Q 2024). Net income: JP¥82.0m (up JP¥144.0m from 2Q 2024). Profit margin: 2.1% (up from net loss in 2Q 2024). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 37% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Declared Dividend • Nov 02
Dividend of JP¥9.00 announced Shareholders will receive a dividend of JP¥9.00. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.2%. Sustainability & Growth The dividend has increased by an average of 24% per year over the past 4 years and payments have been stable during that time. Announcement • Oct 02
Yuki Gosei Kogyo Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024 Yuki Gosei Kogyo Co., Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024 Valuation Update With 7 Day Price Move • Aug 07
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥263, the stock trades at a trailing P/E ratio of 6.9x. Average trailing P/E is 11x in the Chemicals industry in Japan. Total loss to shareholders of 16% over the past three years. Reported Earnings • Aug 02
First quarter 2025 earnings released: EPS: JP¥13.01 (vs JP¥10.63 in 1Q 2024) First quarter 2025 results: EPS: JP¥13.01 (up from JP¥10.63 in 1Q 2024). Revenue: JP¥3.26b (up 11% from 1Q 2024). Net income: JP¥284.0m (up 22% from 1Q 2024). Profit margin: 8.7% (up from 7.9% in 1Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Announcement • Aug 01
Yuki Gosei Kogyo Co., Ltd. (TSE:4531) announces an Equity Buyback for 280,000 shares, representing 1.28% for ¥100 million. Yuki Gosei Kogyo Co., Ltd. (TSE:4531) announces a share repurchase program. Under the program, the company will repurchase 280,000 shares, representing 1.28% of the outstanding shares for ¥100 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and ensure flexibility and agility in capital policy in response to changes in the business environment. Shares repurchased will be cancelled. The program will run until December 30, 2024. As of June 30, 2024, the company had 21,823,195 issued shares (excluding treasury stock) and 150,805 shares in treasury. Announcement • Jul 12
Yuki Gosei Kogyo Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024 Yuki Gosei Kogyo Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024 Reported Earnings • Jun 28
Full year 2024 earnings released: EPS: JP¥35.56 (vs JP¥25.48 in FY 2023) Full year 2024 results: EPS: JP¥35.56 (up from JP¥25.48 in FY 2023). Revenue: JP¥12.9b (flat on FY 2023). Net income: JP¥776.0m (up 40% from FY 2023). Profit margin: 6.0% (up from 4.3% in FY 2023). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Reported Earnings • May 21
Full year 2024 earnings released: EPS: JP¥35.56 (vs JP¥25.48 in FY 2023) Full year 2024 results: EPS: JP¥35.56 (up from JP¥25.48 in FY 2023). Revenue: JP¥12.9b (flat on FY 2023). Net income: JP¥776.0m (up 40% from FY 2023). Profit margin: 6.0% (up from 4.3% in FY 2023). 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 2% per year, which means it is significantly lagging earnings growth. Announcement • May 17
Yuki Gosei Kogyo Co., Ltd., Annual General Meeting, Jun 21, 2024 Yuki Gosei Kogyo Co., Ltd., Annual General Meeting, Jun 21, 2024. Announcement • Apr 13
Yuki Gosei Kogyo Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024 Yuki Gosei Kogyo Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥7.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 26 June 2024. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.2%). In line with average of industry peers (2.1%). New Risk • Feb 02
New major risk - Financial position The company's debt is not well covered by operating cash flow. Currently running at an operating cash loss. 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 (currently running at an operating cash loss). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Market cap is less than US$100m (JP¥6.18b market cap, or US$42.2m). Announcement • Feb 01
Yuki Gosei Kogyo Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending March 31, 2024 Yuki Gosei Kogyo Co., Ltd. provided dividend guidance for the fiscal year ending March 31, 2024. For the year, the company expects to pay dividend of JPY 7.00 per share. Announcement • Jan 27
Yuki Gosei Kogyo Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024 Yuki Gosei Kogyo Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024 New Risk • Nov 02
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: 2.7% Last year net profit margin: 4.1% 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: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (2.7% net profit margin). Market cap is less than US$100m (JP¥6.20b market cap, or US$41.1m). Announcement • Sep 28
Yuki Gosei Kogyo Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023 Yuki Gosei Kogyo Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023 Reported Earnings • Aug 01
First quarter 2024 earnings released: EPS: JP¥10.63 (vs JP¥14.39 in 1Q 2023) First quarter 2024 results: EPS: JP¥10.63 (down from JP¥14.39 in 1Q 2023). Revenue: JP¥2.94b (down 7.3% from 1Q 2023). Net income: JP¥232.0m (down 26% from 1Q 2023). Profit margin: 7.9% (down from 9.9% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 58% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings. Announcement • May 28
Yuki Gosei Kogyo Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023 Yuki Gosei Kogyo Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023 Reported Earnings • May 19
Full year 2023 earnings released: EPS: JP¥25.48 (vs JP¥11.36 in FY 2022) Full year 2023 results: EPS: JP¥25.48 (up from JP¥11.36 in FY 2022). Revenue: JP¥12.8b (up 3.9% from FY 2022). Net income: JP¥556.0m (up 124% from FY 2022). Profit margin: 4.3% (up from 2.0% 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 71% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Announcement • May 16
Yuki Gosei Kogyo Co., Ltd., Annual General Meeting, Jun 23, 2023 Yuki Gosei Kogyo Co., Ltd., Annual General Meeting, Jun 23, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥5.00 per share at 1.0% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%). Reported Earnings • Feb 01
Third quarter 2023 earnings released: JP¥5.04 loss per share (vs JP¥5.96 profit in 3Q 2022) Third quarter 2023 results: JP¥5.04 loss per share (down from JP¥5.96 profit in 3Q 2022). Revenue: JP¥2.71b (down 14% from 3Q 2022). Net loss: JP¥110.0m (down 185% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 67% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth. Announcement • Dec 28
Yuki Gosei Kogyo Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023 Yuki Gosei Kogyo Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023 Board Change • Nov 16
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. 4 non-independent directors. Independent Outside Director Norito Ohori was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Reported Earnings • Nov 02
Second quarter 2023 earnings released: EPS: JP¥3.39 (vs JP¥2.25 in 2Q 2022) Second quarter 2023 results: EPS: JP¥3.39 (up from JP¥2.25 in 2Q 2022). Revenue: JP¥3.13b (up 19% from 2Q 2022). Net income: JP¥74.0m (up 51% from 2Q 2022). Profit margin: 2.4% (up from 1.9% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 66% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth. Announcement • Oct 02
Yuki Gosei Kogyo Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022 Yuki Gosei Kogyo Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022 Reported Earnings • Jul 31
First quarter 2023 earnings released: EPS: JP¥14.39 (vs JP¥1.70 in 1Q 2022) First quarter 2023 results: EPS: JP¥14.39 (up from JP¥1.70 in 1Q 2022). Revenue: JP¥3.17b (up 24% from 1Q 2022). Net income: JP¥314.0m (up JP¥277.0m from 1Q 2022). Profit margin: 9.9% (up from 1.4% 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 51% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jul 29
Investor sentiment improved over the past week After last week's 16% share price gain to JP¥318, the stock trades at a trailing P/E ratio of 28x. Average trailing P/E is 10x in the Chemicals industry in Japan. Total returns to shareholders of 37% over the past three years. Announcement • Jul 02
Yuki Gosei Kogyo Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022 Yuki Gosei Kogyo Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022 Reported Earnings • Jun 26
Full year 2022 earnings released: EPS: JP¥11.36 (vs JP¥13.20 in FY 2021) Full year 2022 results: EPS: JP¥11.36 (down from JP¥13.20 in FY 2021). Revenue: JP¥12.4b (up 12% from FY 2021). Net income: JP¥248.0m (down 14% from FY 2021). Profit margin: 2.0% (down from 2.6% in FY 2021). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Reported Earnings • May 22
Full year 2022 earnings released: EPS: JP¥11.36 (vs JP¥13.20 in FY 2021) Full year 2022 results: EPS: JP¥11.36 (down from JP¥13.20 in FY 2021). Revenue: JP¥12.4b (up 12% from FY 2021). Net income: JP¥248.0m (down 14% from FY 2021). Profit margin: 2.0% (down from 2.6% in FY 2021). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Announcement • May 18
Yuki Gosei Kogyo Co., Ltd., Annual General Meeting, Jun 21, 2022 Yuki Gosei Kogyo Co., Ltd., Annual General Meeting, Jun 21, 2022. Board Change • Apr 27
Less than half of directors are independent Following the recent departure of a director, there is only 1 independent director on the board. The company's board is composed of: 1 independent director. 5 non-independent directors. Independent Outside Director Norito Ohori was the last independent director to join the board, commencing their role in 2020. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 08
Yuki Gosei Kogyo Co., Ltd. to Report Fiscal Year 2022 Results on May 16, 2022 Yuki Gosei Kogyo Co., Ltd. announced that they will report fiscal year 2022 results on May 16, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥3.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (2.6%). Reported Earnings • Feb 02
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥5.96 (up from JP¥5.27 loss in 3Q 2021). Revenue: JP¥3.16b (up 60% from 3Q 2021). Net income: JP¥130.0m (up JP¥245.0m from 3Q 2021). Profit margin: 4.1% (up from net loss in 3Q 2021). The move to profitability was driven by higher revenue. Revenue was in line with analyst estimates. 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 9% per year, which means it is significantly lagging earnings growth. Reported Earnings • Oct 31
Second quarter 2022 earnings released: EPS JP¥2.25 (vs JP¥9.48 in 2Q 2021) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.64b (down 7.2% from 2Q 2021). Net income: JP¥49.0m (down 76% from 2Q 2021). Profit margin: 1.9% (down from 7.3% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Valuation Update With 7 Day Price Move • Jun 30
Investor sentiment improved over the past week After last week's 18% share price gain to JP¥405, the stock trades at a trailing P/E ratio of 30.7x. Average trailing P/E is 14x in the Chemicals industry in Japan. Total returns to shareholders of 63% over the past three years. Reported Earnings • Jun 27
Full year 2021 earnings released: EPS JP¥13.20 (vs JP¥1.92 loss in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.1b (up 3.5% from FY 2020). Net income: JP¥288.0m (up JP¥330.0m from FY 2020). Profit margin: 2.6% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 10% per year, which means it is well ahead of earnings. Reported Earnings • May 21
Full year 2021 earnings released: EPS JP¥13.20 (vs JP¥1.92 loss in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥11.1b (up 3.5% from FY 2020). Net income: JP¥288.0m (up JP¥330.0m from FY 2020). Profit margin: 2.6% (up from net loss in FY 2020). Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has increased by 1% per year. Upcoming Dividend • Mar 23
Inaugural dividend of JP¥2.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. The company last paid an ordinary dividend in May 2012. The average dividend yield among industry peers is 1.8%. Is New 90 Day High Low • Feb 26
New 90-day low: JP¥280 The company is down 9.0% from its price of JP¥309 on 27 November 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Chemicals industry, which is flat over the same period. Is New 90 Day High Low • Feb 01
New 90-day low: JP¥290 The company is down 2.0% from its price of JP¥295 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 Chemicals industry, which is up 17% over the same period. Announcement • Jan 07
Yuki Gosei Kogyo Co., Ltd. to Report Q3, 2021 Results on Jan 29, 2021 Yuki Gosei Kogyo Co., Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021 Announcement • Oct 04
Yuki Gosei Kogyo Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020 Yuki Gosei Kogyo Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020 Announcement • Jun 17
Yuki Gosei Kogyo Co., Ltd. to Report Q1, 2021 Results on Jul 31, 2020 Yuki Gosei Kogyo Co., Ltd. announced that they will report Q1, 2021 results on Jul 31, 2020 