Announcement • Jun 05
Konishi Co., Ltd. to Report Q1, 2027 Results on Jul 27, 2026 Konishi Co., Ltd. announced that they will report Q1, 2027 results on Jul 27, 2026 Announcement • Apr 24
Konishi Co., Ltd., Annual General Meeting, Jun 23, 2026 Konishi Co., Ltd., Annual General Meeting, Jun 23, 2026. Announcement • Apr 21
Konishi Co., Ltd. to Report Fiscal Year 2026 Results on Apr 24, 2026 Konishi Co., Ltd. announced that they will report fiscal year 2026 results on Apr 24, 2026 Announcement • Feb 17
Konishi Co., Ltd. (TSE:4956) announces an Equity Buyback for 2,300,000 shares, representing 3.59% for ¥3,220 million. Konishi Co., Ltd. (TSE:4956) announces a share repurchase program. Under the program, the company will repurchase up to 2,300,000 shares, representing 3.59% of its issued share capital, for ¥3,220 million. The shares will be repurchased at a price of ¥1,397 per share. The purpose of the program is to enhance shareholder returns and execute flexible capital policies, thereby increasing capital efficiency. The program will be valid till February 18, 2026. As of January 31, 2026 , the company had 63,984,444 shares (excluding treasury stock) and 6,430,436 shares in treasury. Reported Earnings • Jan 30
Third quarter 2026 earnings released: EPS: JP¥43.54 (vs JP¥39.72 in 3Q 2025) Third quarter 2026 results: EPS: JP¥43.54 (up from JP¥39.72 in 3Q 2025). Revenue: JP¥35.4b (down 4.0% from 3Q 2025). Net income: JP¥2.78b (up 4.7% from 3Q 2025). Profit margin: 7.8% (up from 7.2% in 3Q 2025). The increase in margin was driven by lower expenses. 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 14% per year, which means it is well ahead of earnings. Announcement • Dec 27
Konishi Co., Ltd. to Report Q3, 2026 Results on Jan 29, 2026 Konishi Co., Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026 Announcement • Dec 17
Konishi Co., Ltd. (TSE:4956) agreed to acquire Nakai Doboku, K.K. from Toshihiko Nakai and others for ¥2.8 billion. Konishi Co., Ltd. (TSE:4956) agreed to acquire Nakai Doboku, K.K. from Toshihiko Nakai and others for ¥2.8 billion on December 16, 2025. Konishi has decided to conduct this disposal of treasury shares planning to allocate 310,800 common shares representing 0.44% stake valued at ¥399,999,600 to Toshihiko Nakai as an in-kind contribution as part of the ¥2,750 million of consideration for the transfer related to the share acquisition, with the balance to be paid in cash.
The expected completion of the transaction is January 5, 2026. Declared Dividend • Dec 11
First half dividend of JP¥19.00 announced Shareholders will receive a dividend of JP¥19.00. Ex-date: 30th March 2026 Payment date: 25th June 2026 Dividend yield will be 2.9%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 18% 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. Earnings per share has grown by 16% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Oct 30
Second quarter 2026 earnings released: EPS: JP¥27.31 (vs JP¥26.77 in 2Q 2025) Second quarter 2026 results: EPS: JP¥27.31. Revenue: JP¥33.3b (flat on 2Q 2025). Net income: JP¥1.75b (down 3.9% from 2Q 2025). Profit margin: 5.3% (down from 5.4% in 2Q 2025). Announcement • Oct 20
Konishi Co., Ltd. Announces Dividend for the Period Ended September 30, 2025, Payable on December 10, 2025 Konishi Co., Ltd. announced that at the Board of Directors meeting held on October 17, 2025, it was resolved to pay a dividend of ¥19 per share from surplus (interim dividend) with a record date of September 30, 2025. Effective Date is December 10, 2025. Announcement • Sep 27
Konishi Co., Ltd. to Report Q2, 2026 Results on Oct 29, 2025 Konishi Co., Ltd. announced that they will report Q2, 2026 results on Oct 29, 2025 Upcoming Dividend • Sep 22
Upcoming dividend of JP¥19.00 per share Eligible shareholders must have bought the stock before 29 September 2025. Payment date: 10 December 2025. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%). Reported Earnings • Jul 29
First quarter 2026 earnings released: EPS: JP¥23.37 (vs JP¥23.14 in 1Q 2025) First quarter 2026 results: EPS: JP¥23.37 (up from JP¥23.14 in 1Q 2025). Revenue: JP¥32.2b (flat on 1Q 2025). Net income: JP¥1.55b (up 1.5% from 1Q 2025). Profit margin: 4.8% (up from 4.7% in 1Q 2025). Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Announcement • Jul 28
Konishi Co., Ltd. (TSE:4956) announces an Equity Buyback for 3,238,800 shares, representing 4.88% for ¥4,000 million. Konishi Co., Ltd. (TSE:4956) announces a share repurchase program. Under the program, the company will repurchase up to 3,238,800 shares, representing 4.88% of its issued share capital, for ¥4,000 million. The shares will be repurchased at a price of ¥1,235 per share. The purpose of the program is to enhance shareholder returns and execute flexible capital policies, thereby increasing capital efficiency. The program will be valid till July 29, 2025. As of June 30, 2025, the company had 66,435,044 shares (excluding treasury stock) and 3,979,836 shares in treasury. Declared Dividend • Jul 09
Final dividend increased to JP¥19.00 Dividend of JP¥19.00 is 15% higher than last year. Ex-date: 29th September 2025 Payment date: 10th December 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (31% 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 18% 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. Earnings per share has grown by 14% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Announcement • Jun 27
Konishi Co., Ltd. to Report Q1, 2026 Results on Jul 28, 2025 Konishi Co., Ltd. announced that they will report Q1, 2026 results on Jul 28, 2025 Reported Earnings • Jun 20
Full year 2025 earnings released: EPS: JP¥121 (vs JP¥109 in FY 2024) Full year 2025 results: EPS: JP¥121 (up from JP¥109 in FY 2024). Revenue: JP¥135.9b (up 2.2% from FY 2024). Net income: JP¥8.08b (up 10% from FY 2024). Profit margin: 5.9% (up from 5.5% in FY 2024). The increase in margin was driven by higher revenue. 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 15% per year, which means it is tracking significantly ahead of earnings growth. Reported Earnings • Apr 26
Full year 2025 earnings released: EPS: JP¥121 (vs JP¥109 in FY 2024) Full year 2025 results: EPS: JP¥121 (up from JP¥109 in FY 2024). Revenue: JP¥135.9b (up 2.2% from FY 2024). Net income: JP¥8.08b (up 10% from FY 2024). Profit margin: 5.9% (up from 5.5% in FY 2024). The increase in margin was driven by higher revenue. 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 14% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Apr 25
Konishi Co., Ltd., Annual General Meeting, Jun 24, 2025 Konishi Co., Ltd., Annual General Meeting, Jun 24, 2025. Announcement • Mar 28
Konishi Co., Ltd. to Report Fiscal Year 2025 Results on Apr 25, 2025 Konishi Co., Ltd. announced that they will report fiscal year 2025 results on Apr 25, 2025 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥21.50 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 19 June 2025. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.6%). Reported Earnings • Jan 30
Third quarter 2025 earnings released: EPS: JP¥39.72 (vs JP¥34.64 in 3Q 2024) Third quarter 2025 results: EPS: JP¥39.72 (up from JP¥34.64 in 3Q 2024). Revenue: JP¥36.9b (up 3.9% from 3Q 2024). Net income: JP¥2.65b (up 15% from 3Q 2024). Profit margin: 7.2% (up from 6.5% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Jan 17
Konishi Co., Ltd. to Report Q3, 2025 Results on Jan 29, 2025 Konishi Co., Ltd. announced that they will report Q3, 2025 results on Jan 29, 2025 Reported Earnings • Oct 31
Second quarter 2025 earnings released: EPS: JP¥26.77 (vs JP¥26.87 in 2Q 2024) Second quarter 2025 results: EPS: JP¥26.77. Revenue: JP¥33.5b (flat on 2Q 2024). Net income: JP¥1.82b (flat on 2Q 2024). Profit margin: 5.4% (in line with 2Q 2024). Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Japan. Announcement • Oct 02
Konishi Co., Ltd. to Report Q2, 2025 Results on Oct 29, 2024 Konishi Co., Ltd. announced that they will report Q2, 2025 results on Oct 29, 2024 Buy Or Sell Opportunity • Sep 30
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 5.5% to JP¥1,208. The fair value is estimated to be JP¥1,533, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to grow by 8.1% in the next 2 years. New Risk • Sep 22
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.1% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (110% cash payout ratio). Profit margins are more than 30% lower than last year (5.5% net profit margin). Shareholders have been diluted in the past year (2.1% increase in shares outstanding). Upcoming Dividend • Sep 20
Upcoming dividend of JP¥16.50 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 09 December 2024. Payout ratio is a comfortable 30% and the cash payout ratio is 82%. Trailing yield: 2.6%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.4%). Buy Or Sell Opportunity • Sep 04
Now 20% undervalued Over the last 90 days, the stock has risen 1.7% to JP¥1,229. The fair value is estimated to be JP¥1,543, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.3% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 8.9% in 2 years. Earnings are forecast to grow by 8.1% in the next 2 years. Announcement • Aug 28
Konishi Co., Ltd. (TSE:4956) announces an Equity Buyback for 3,300,000 shares, representing 4.8% for ¥3,000 million. Konishi Co., Ltd. (TSE:4956) announces a share repurchase program. Under the program, the company will repurchase up to 3,300,000 shares, representing 4.8% of its issued share capital, for ¥3,000 million. The purpose of the program is to return profits to shareholders and improve capital efficiency based on the capital policy of Mid-term Management Plan 2027. The program will be valid till March 31, 2025. As of July 31, 2024, the company had 68,699,246 shares (excluding treasury stock) and 1,715,634 shares in treasury. New Risk • Aug 07
New minor risk - Shareholder dilution The company's shareholders have been diluted in the past year. Increase in shares outstanding: 2.0% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (110% cash payout ratio). Profit margins are more than 30% lower than last year (5.5% net profit margin). Shareholders have been diluted in the past year (2.0% increase in shares outstanding). Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 21% After last week's 21% share price decline to JP¥958, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 12x in the Chemicals industry in Japan. Total returns to shareholders of 26% over the past three years. Reported Earnings • Jul 31
First quarter 2025 earnings released: EPS: JP¥23.14 (vs JP¥22.65 in 1Q 2024) First quarter 2025 results: EPS: JP¥23.14. Revenue: JP¥32.3b (up 1.3% from 1Q 2024). Net income: JP¥1.53b (down 3.7% from 1Q 2024). Profit margin: 4.7% (down from 5.0% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Reported Earnings • Jun 21
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: JP¥109 (down from JP¥141 in FY 2023). Revenue: JP¥133.0b (up 7.8% from FY 2023). Net income: JP¥7.34b (down 27% from FY 2023). Profit margin: 5.5% (down from 8.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.9%. Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 5.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 15% per year. Announcement • Jun 06
Konishi Co., Ltd. to Report Q1, 2025 Results on Jul 29, 2024 Konishi Co., Ltd. announced that they will report Q1, 2025 results on Jul 29, 2024 Announcement • Apr 28
Konishi Co., Ltd., Annual General Meeting, Jun 18, 2024 Konishi Co., Ltd., Annual General Meeting, Jun 18, 2024. Reported Earnings • Apr 26
Full year 2024 earnings: EPS exceeds analyst expectations Full year 2024 results: EPS: JP¥109 (down from JP¥141 in FY 2023). Revenue: JP¥133.0b (up 7.8% from FY 2023). Net income: JP¥7.34b (down 27% from FY 2023). Profit margin: 5.5% (down from 8.1% in FY 2023). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.9%. Revenue is forecast to grow 3.9% p.a. on average during the next 2 years, compared to a 5.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 17% per year. Announcement • Mar 28
Konishi Co., Ltd. to Report Fiscal Year 2024 Results on Apr 25, 2024 Konishi Co., Ltd. announced that they will report fiscal year 2024 results on Apr 25, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥17.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.7%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (2.1%). Announcement • Feb 22
Konishi Co., Ltd. (TSE:4956) announces an Equity Buyback for 1,300,000 shares, representing 1.96% for ¥1,791.4 million. Konishi Co., Ltd. (TSE:4956) announces a share repurchase program. Under the program, the company will repurchase up to 1,300,000 shares, representing 1.96% of its issued share capital, for ¥ 1791.4 million. The repurchase price will be ¥1,378 per share. The purpose of the program is to return profits to shareholders and improve capital efficiency based on the capital policy of Mid-term Management Plan 2026. As of January 31, 2023, the company had 66,419,702 shares (excluding treasury stock) and 3,995,178 shares in treasury. Reported Earnings • Feb 02
Third quarter 2024 earnings released Third quarter 2024 results: Revenue: JP¥35.5b (up 7.4% from 3Q 2023). Net income: JP¥2.31b (up 58% from 3Q 2023). Profit margin: 6.5% (up from 4.4% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Announcement • Dec 23
Konishi Co., Ltd. to Report Q3, 2024 Results on Jan 30, 2024 Konishi Co., Ltd. announced that they will report Q3, 2024 results on Jan 30, 2024 Reported Earnings • Nov 02
Second quarter 2024 earnings released: EPS: JP¥53.74 (vs JP¥171 in 2Q 2023) Second quarter 2024 results: EPS: JP¥53.74 (down from JP¥171 in 2Q 2023). Revenue: JP¥33.5b (up 10.0% from 2Q 2023). Net income: JP¥1.81b (down 70% from 2Q 2023). Profit margin: 5.4% (down from 20% in 2Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Japan. 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 15% per year, which means it is significantly lagging earnings growth. Announcement • Sep 28
Konishi Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023 Konishi Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of JP¥27.00 per share at 2.2% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 11 December 2023. Payout ratio is a comfortable 15% and this is well supported by cash flows. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.3%). Lower than average of industry peers (2.5%). Reported Earnings • Aug 01
First quarter 2024 earnings released: EPS: JP¥45.29 (vs JP¥26.54 in 1Q 2023) First quarter 2024 results: EPS: JP¥45.29 (up from JP¥26.54 in 1Q 2023). Revenue: JP¥31.8b (up 15% from 1Q 2023). Net income: JP¥1.59b (up 68% from 1Q 2023). Profit margin: 5.0% (up from 3.4% in 1Q 2023). Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth. Announcement • Jul 04
Konishi Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023 Konishi Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023 Reported Earnings • Jun 22
Full year 2023 earnings: Revenues and EPS in line with analyst expectations Full year 2023 results: EPS: JP¥282 (up from JP¥144 in FY 2022). Revenue: JP¥123.3b (up 8.5% from FY 2022). Net income: JP¥10.0b (up 95% from FY 2022). Profit margin: 8.1% (up from 4.5% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth. Announcement • Jun 21
Konishi Co., Ltd. (TSE:4956) announces an Equity Buyback for 3,000,000 shares, representing 8.47% for ¥1,666.67 million. Konishi Co., Ltd. (TSE:4956) announces a share repurchase program. Under the program, the company will repurchase 3,000,000 shares, representing 8.47% of its share capital for ¥5,000 million. The purpose of the program is to return profits to shareholders and improve capital efficiency. The repurchased shares will be cancelled. As of May 31, 2022, the company had 35,408,639 shares in issue (excluding treasury stock) and 5,298,801 shares in treasury. The plan will run until March 29, 2024. Reported Earnings • Apr 29
Full year 2023 earnings: Revenues and EPS in line with analyst expectations Full year 2023 results: EPS: JP¥282 (up from JP¥144 in FY 2022). Revenue: JP¥123.3b (up 8.5% from FY 2022). Net income: JP¥10.0b (up 95% from FY 2022). Profit margin: 8.1% (up from 4.5% in FY 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 2.1% p.a. on average during the next 2 years, compared to a 3.3% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥22.00 per share at 2.4% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 22 June 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 2.4%. 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: EPS: JP¥40.99 (vs JP¥40.88 in 3Q 2022) Third quarter 2023 results: EPS: JP¥40.99 (up from JP¥40.88 in 3Q 2022). Revenue: JP¥33.1b (up 11% from 3Q 2022). Net income: JP¥1.46b (flat on 3Q 2022). Profit margin: 4.4% (down from 4.9% in 3Q 2022). 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 5% per year, which means it is significantly lagging earnings growth. Announcement • Jan 25
Konishi Co., Ltd. (TSE:4956) acquired Chushin Construction Co., Ltd. Konishi Co., Ltd. (TSE:4956) acquired Chushin Construction Co., Ltd. on January 6, 2023.
Konishi Co., Ltd. (TSE:4956) completed the acquisition of Chushin Construction Co., Ltd. on January 6, 2023. Announcement • Dec 30
Konishi Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023 Konishi Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023 Announcement • Dec 23
Konishi Co., Ltd. (TSE:4956) announces an Equity Buyback for 500,000 shares, representing 1.4% for ¥819 million. Konishi Co., Ltd. (TSE:4956) announces a share repurchase program. Under the program, the company will repurchase 500,000 shares, representing 1.40% of its share capital, at ¥1,638 per share for ¥819 million. The company will repurchase its shares in order to enhance shareholder returns, enable flexible execution of capital policy, and improve capital efficiency. As of November 30, 2022, the company had 35,678,687 shares outstanding (excluding treasury shares) and 5,028,753 shares in treasury. Board Change • Nov 16
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 5 independent directors. 7 non-independent directors. Independent Outside Director Kenji Kawada was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Reported Earnings • Nov 02
Second quarter 2023 earnings released: EPS: JP¥171 (vs JP¥34.32 in 2Q 2022) Second quarter 2023 results: EPS: JP¥171 (up from JP¥34.32 in 2Q 2022). Revenue: JP¥30.4b (up 8.9% from 2Q 2022). Net income: JP¥6.08b (up 398% from 2Q 2022). Profit margin: 20% (up from 4.4% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 18% 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 28
Konishi Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022 Konishi Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022 Upcoming Dividend • Sep 22
Upcoming dividend of JP¥27.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 12 December 2022. Payout ratio is a comfortable 32% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%). Buying Opportunity • Sep 05
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 1.7%. The fair value is estimated to be JP¥2,000, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has grown by 7.3%. Buying Opportunity • Aug 02
Now 21% undervalued Over the last 90 days, the stock is up 1.0%. The fair value is estimated to be JP¥1,998, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 5.5% over the last 3 years. Earnings per share has grown by 7.3%. Reported Earnings • Jul 31
First quarter 2023 earnings released: EPS: JP¥26.54 (vs JP¥32.52 in 1Q 2022) First quarter 2023 results: EPS: JP¥26.54 (down from JP¥32.52 in 1Q 2022). Revenue: JP¥27.7b (up 6.6% from 1Q 2022). Net income: JP¥946.0m (down 18% from 1Q 2022). Profit margin: 3.4% (down from 4.5% in 1Q 2022). The decrease in margin was driven by higher expenses. 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 3% per year. Announcement • Jun 29
Konishi Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022 Konishi Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022 Reported Earnings • Jun 24
Full year 2022 earnings released Full year 2022 results: Revenue: JP¥113.7b (down 15% from FY 2021). Net income: JP¥5.14b (up 4.1% from FY 2021). Profit margin: 4.5% (up from 3.7% in FY 2021). The increase in margin was driven by lower expenses. Buying Opportunity • Jun 20
Now 23% undervalued after recent price drop Over the last 90 days, the stock is down 9.1%. The fair value is estimated to be JP¥1,863, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 4.3% over the last 3 years. Earnings per share has grown by 8.3%. Announcement • May 02
Konishi Co., Ltd., Annual General Meeting, Jun 21, 2022 Konishi Co., Ltd., Annual General Meeting, Jun 21, 2022. Reported Earnings • Apr 30
Full year 2022 earnings released: EPS: JP¥144 (vs JP¥138 in FY 2021) Full year 2022 results: EPS: JP¥144 (up from JP¥138 in FY 2021). Revenue: JP¥113.7b (down 15% from FY 2021). Net income: JP¥5.14b (up 4.1% from FY 2021). Profit margin: 4.5% (up from 3.7% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 8% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings. Board Change • Apr 27
Less than half of directors are independent There are 5 new directors who have joined the board in the last 3 years. Of these new board members, none were independent directors. The company's board is composed of: 2 independent directors. 10 non-independent directors. Independent Outside Director Kimura Ryo was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Announcement • Apr 08
Konishi Co., Ltd. to Report Fiscal Year 2022 Results on Apr 28, 2022 Konishi Co., Ltd. announced that they will report fiscal year 2022 results on Apr 28, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥22.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 23 June 2022. Payout ratio is a comfortable 30% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.4%). In line with 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¥40.88 (down from JP¥53.26 in 3Q 2021). Revenue: JP¥29.8b (down 16% from 3Q 2021). Net income: JP¥1.46b (down 23% from 3Q 2021). Profit margin: 4.9% (down from 5.4% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Reported Earnings • Nov 01
Second quarter 2022 earnings released: EPS JP¥34.32 (vs JP¥29.20 in 2Q 2021) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥27.9b (down 14% from 2Q 2021). Net income: JP¥1.22b (up 17% from 2Q 2021). Profit margin: 4.4% (up from 3.2% in 2Q 2021). The increase in margin was driven by lower expenses. 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 3% per year. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥20.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 10 December 2021. Trailing yield: 2.2%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.9%). Reported Earnings • Aug 03
First quarter 2022 earnings released: EPS JP¥32.52 (vs JP¥18.25 in 1Q 2021) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥26.0b (down 12% from 1Q 2021). Net income: JP¥1.16b (up 75% from 1Q 2021). Profit margin: 4.5% (up from 2.2% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings. Reported Earnings • Jun 26
Full year 2021 earnings released: EPS JP¥138 (vs JP¥126 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥133.7b (down 1.1% from FY 2020). Net income: JP¥4.93b (up 7.6% from FY 2020). Profit margin: 3.7% (up from 3.4% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 3% per year. Reported Earnings • May 02
Full year 2021 earnings released: EPS JP¥138 (vs JP¥126 in FY 2020) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥133.7b (down 1.1% from FY 2020). Net income: JP¥4.93b (up 7.6% from FY 2020). Profit margin: 3.7% (up from 3.4% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 2% per year whereas the company’s share price has fallen by 2% per year. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥18.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 24 June 2021. Trailing yield: 2.0%. Lower than top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.8%). Is New 90 Day High Low • Mar 09
New 90-day high: JP¥1,763 The company is up 10.0% from its price of JP¥1,602 on 09 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 1.0% over the same period. Announcement • Mar 04
Konishi Co., Ltd. to Report Fiscal Year 2021 Results on Apr 30, 2021 Konishi Co., Ltd. announced that they will report fiscal year 2021 results on Apr 30, 2021 Reported Earnings • Feb 03
Third quarter 2021 earnings released: EPS JP¥53.26 (vs JP¥36.12 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥35.5b (up 2.5% from 3Q 2020). Net income: JP¥1.90b (up 45% from 3Q 2020). Profit margin: 5.4% (up from 3.8% in 3Q 2020). Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has fallen by 4% per year. Is New 90 Day High Low • Dec 15
New 90-day high: JP¥1,683 The company is up 11% from its price of JP¥1,512 on 16 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 13% over the same period. Announcement • Jul 31
Konishi Co., Ltd. (TSE:4956) acquired 91% stake in Sansho Construction Incorporated Company. Konishi Co., Ltd. (TSE:4956) acquired 91% stake in Sansho Construction Incorporated Company on July 29, 2020. Konishi Co acquired 0.06 million shares. For the fiscal year ended September 30, 2019, Sansho Construction reported net assets of ¥385 million, total assets of ¥1,230 million, Sales of ¥1,219 million, Operating profit of ¥14 million, and net income of ¥12 million.
Konishi Co., Ltd. (TSE:4956) completed the acquisition of 91% stake in Sansho Construction Incorporated Company on July 29, 2020.