Reported Earnings • May 17
Full year 2026 earnings released: EPS: JP¥121 (vs JP¥111 in FY 2025) Full year 2026 results: EPS: JP¥121 (up from JP¥111 in FY 2025). Revenue: JP¥12.1b (flat on FY 2025). Net income: JP¥362.0m (up 8.7% from FY 2025). Profit margin: 3.0% (up from 2.8% in FY 2025). Over the last 3 years on average, earnings per share has fallen by 10% per year but the company’s share price has increased by 13% per year, which means it is well ahead of earnings. Announcement • May 13
Takasago Tekko K.K., Annual General Meeting, Jun 25, 2026 Takasago Tekko K.K., Annual General Meeting, Jun 25, 2026. Announcement • May 09
Takasago Tekko K.K. to Report Fiscal Year 2026 Results on May 13, 2026 Takasago Tekko K.K. announced that they will report fiscal year 2026 results on May 13, 2026 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 30 March 2026. Payment date: 29 June 2026. Payout ratio is a comfortable 44% but the company is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.5%). Reported Earnings • Feb 11
Third quarter 2026 earnings released: EPS: JP¥33.97 (vs JP¥20.98 in 3Q 2025) Third quarter 2026 results: EPS: JP¥33.97 (up from JP¥20.98 in 3Q 2025). Revenue: JP¥2.98b (flat on 3Q 2025). Net income: JP¥102.0m (up 62% from 3Q 2025). Profit margin: 3.4% (up from 2.1% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings. Reported Earnings • Nov 02
Second quarter 2026 earnings released: EPS: JP¥17.65 (vs JP¥34.31 in 2Q 2025) Second quarter 2026 results: EPS: JP¥17.65 (down from JP¥34.31 in 2Q 2025). Revenue: JP¥2.96b (down 2.0% from 2Q 2025). Net income: JP¥53.0m (down 49% from 2Q 2025). Profit margin: 1.8% (down from 3.4% in 2Q 2025). Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Announcement • Sep 27
Takasago Tekko K.K. to Report Q2, 2026 Results on Oct 31, 2025 Takasago Tekko K.K. announced that they will report Q2, 2026 results on Oct 31, 2025 Buy Or Sell Opportunity • Sep 04
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 5.7% to JP¥965. The fair value is estimated to be JP¥797, however this is not to be taken as a sell 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 32%. Buy Or Sell Opportunity • Aug 18
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 4.0% to JP¥955. The fair value is estimated to be JP¥788, however this is not to be taken as a sell 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 32%. Reported Earnings • Aug 08
First quarter 2026 earnings released: EPS: JP¥8.33 (vs JP¥24.98 in 1Q 2025) First quarter 2026 results: EPS: JP¥8.33 (down from JP¥24.98 in 1Q 2025). Revenue: JP¥2.92b (down 2.5% from 1Q 2025). Net income: JP¥25.0m (down 67% from 1Q 2025). Profit margin: 0.9% (down from 2.5% in 1Q 2025). Over the last 3 years on average, earnings per share has fallen by 32% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Announcement • Jun 29
Takasago Tekko K.K. to Report Q1, 2026 Results on Aug 07, 2025 Takasago Tekko K.K. announced that they will report Q1, 2026 results on Aug 07, 2025 Buy Or Sell Opportunity • Jun 28
Now 20% overvalued Over the last 90 days, the stock has fallen 7.2% to JP¥913. The fair value is estimated to be JP¥760, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has declined by 34%. Reported Earnings • May 18
Full year 2025 earnings released: EPS: JP¥111 (vs JP¥77.95 in FY 2024) Full year 2025 results: EPS: JP¥111 (up from JP¥77.95 in FY 2024). Revenue: JP¥12.1b (flat on FY 2024). Net income: JP¥333.0m (up 42% from FY 2024). Profit margin: 2.8% (up from 1.9% in FY 2024). Over the last 3 years on average, earnings per share has fallen by 34% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings. Announcement • May 13
Takasago Tekko K.K., Annual General Meeting, Jun 26, 2025 Takasago Tekko K.K., Annual General Meeting, Jun 26, 2025. Announcement • Apr 08
Takasago Tekko K.K. to Report Fiscal Year 2025 Results on May 13, 2025 Takasago Tekko K.K. announced that they will report fiscal year 2025 results on May 13, 2025 Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 16% After last week's 16% share price decline to JP¥820, the stock trades at a trailing P/E ratio of 7.9x. Average trailing P/E is 9x in the Metals and Mining industry in Japan. Total returns to shareholders of 11% over the past three years. Upcoming Dividend • Mar 21
Upcoming dividend of JP¥40.00 per share Eligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 34% but the company is not cash flow positive. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (4.1%). Reported Earnings • Feb 08
Third quarter 2025 earnings released: EPS: JP¥20.98 (vs JP¥25.65 in 3Q 2024) Third quarter 2025 results: EPS: JP¥20.98 (down from JP¥25.65 in 3Q 2024). Revenue: JP¥2.99b (down 4.7% from 3Q 2024). Net income: JP¥63.0m (down 18% from 3Q 2024). Profit margin: 2.1% (down from 2.5% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 37% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Announcement • Jan 03
Takasago Tekko K.K. to Report Q3, 2025 Results on Feb 07, 2025 Takasago Tekko K.K. announced that they will report Q3, 2025 results on Feb 07, 2025 Reported Earnings • Nov 02
Second quarter 2025 earnings released: EPS: JP¥34.31 (vs JP¥14.32 in 2Q 2024) Second quarter 2025 results: EPS: JP¥34.31 (up from JP¥14.32 in 2Q 2024). Revenue: JP¥3.02b (up 4.2% from 2Q 2024). Net income: JP¥103.0m (up 140% from 2Q 2024). Profit margin: 3.4% (up from 1.5% in 2Q 2024). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings. Announcement • Sep 28
Takasago Tekko K.K. to Report Q2, 2025 Results on Oct 31, 2024 Takasago Tekko K.K. announced that they will report Q2, 2025 results on Oct 31, 2024 Reported Earnings • Aug 13
First quarter 2025 earnings released: EPS: JP¥24.98 (vs JP¥14.99 in 1Q 2024) First quarter 2025 results: EPS: JP¥24.98 (up from JP¥14.99 in 1Q 2024). Revenue: JP¥2.99b (down 4.0% from 1Q 2024). Net income: JP¥75.0m (up 67% from 1Q 2024). Profit margin: 2.5% (up from 1.4% in 1Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Announcement • Jun 28
Takasago Tekko K.K. to Report Q1, 2025 Results on Aug 08, 2024 Takasago Tekko K.K. announced that they will report Q1, 2025 results on Aug 08, 2024 Reported Earnings • May 17
Full year 2024 earnings released: EPS: JP¥77.94 (vs JP¥174 in FY 2023) Full year 2024 results: EPS: JP¥77.94 (down from JP¥174 in FY 2023). Revenue: JP¥12.2b (flat on FY 2023). Net income: JP¥234.0m (down 55% from FY 2023). Profit margin: 1.9% (down from 4.3% in FY 2023). Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Announcement • May 15
Takasago Tekko K.K., Annual General Meeting, Jun 27, 2024 Takasago Tekko K.K., Annual General Meeting, Jun 27, 2024. Announcement • Apr 06
Takasago Tekko K.K. to Report Fiscal Year 2024 Results on May 13, 2024 Takasago Tekko K.K. announced that they will report fiscal year 2024 results on May 13, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 28 June 2024. Payout ratio is a comfortable 35% but the company is not cash flow positive. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (3.5%). Reported Earnings • Feb 02
Third quarter 2024 earnings released: EPS: JP¥25.64 (vs JP¥34.64 in 3Q 2023) Third quarter 2024 results: EPS: JP¥25.64 (down from JP¥34.64 in 3Q 2023). Revenue: JP¥3.13b (up 3.3% from 3Q 2023). Net income: JP¥77.0m (down 26% from 3Q 2023). Profit margin: 2.5% (down from 3.4% in 3Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year whereas the company’s share price has increased by 8% per year. Announcement • Dec 27
Takasago Tekko K.K. to Report Q3, 2024 Results on Jan 31, 2024 Takasago Tekko K.K. announced that they will report Q3, 2024 results on Jan 31, 2024 Reported Earnings • Nov 02
Second quarter 2024 earnings released: EPS: JP¥14.32 (vs JP¥21.99 in 2Q 2023) Second quarter 2024 results: EPS: JP¥14.32 (down from JP¥21.99 in 2Q 2023). Revenue: JP¥2.90b (up 1.1% from 2Q 2023). Net income: JP¥43.0m (down 35% from 2Q 2023). Profit margin: 1.5% (down from 2.3% in 2Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Announcement • Sep 27
Takasago Tekko K.K. to Report Q2, 2024 Results on Oct 31, 2023 Takasago Tekko K.K. announced that they will report Q2, 2024 results on Oct 31, 2023 New Risk • Aug 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: 2.8% Last year net profit margin: 6.4% 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 Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (2.8% net profit margin). Market cap is less than US$100m (JP¥2.40b market cap, or US$16.8m). Reported Earnings • Aug 02
First quarter 2024 earnings released: EPS: JP¥14.99 (vs JP¥73.95 in 1Q 2023) First quarter 2024 results: EPS: JP¥14.99 (down from JP¥73.95 in 1Q 2023). Revenue: JP¥3.12b (up 2.3% from 1Q 2023). Net income: JP¥45.0m (down 80% from 1Q 2023). Profit margin: 1.4% (down from 7.3% in 1Q 2023). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Announcement • Jun 26
Takasago Tekko K.K. to Report Q1, 2024 Results on Jul 31, 2023 Takasago Tekko K.K. announced that they will report Q1, 2024 results on Jul 31, 2023 Reported Earnings • May 16
Full year 2023 earnings released: EPS: JP¥174 (vs JP¥216 in FY 2022) Full year 2023 results: EPS: JP¥174 (down from JP¥216 in FY 2022). Revenue: JP¥12.2b (up 13% from FY 2022). Net income: JP¥523.0m (down 19% from FY 2022). Profit margin: 4.3% (down from 6.0% in FY 2022). The decrease in margin was driven by higher expenses. 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 13% per year, which means it is significantly lagging earnings growth. Announcement • May 14
Takasago Tekko K.K., Annual General Meeting, Jun 27, 2023 Takasago Tekko K.K., Annual General Meeting, Jun 27, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥35.00 per share at 4.1% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 27 June 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (4.6%). Reported Earnings • Feb 01
Third quarter 2023 earnings released: EPS: JP¥34.64 (vs JP¥61.63 in 3Q 2022) Third quarter 2023 results: EPS: JP¥34.64 (down from JP¥61.63 in 3Q 2022). Revenue: JP¥3.03b (up 10% from 3Q 2022). Net income: JP¥104.0m (down 44% from 3Q 2022). Profit margin: 3.4% (down from 6.7% in 3Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Announcement • Dec 28
Takasago Tekko K.K. to Report Q3, 2023 Results on Jan 31, 2023 Takasago Tekko K.K. announced that they will report Q3, 2023 results on Jan 31, 2023 Reported Earnings • Nov 20
Second quarter 2023 earnings released: EPS: JP¥21.99 (vs JP¥59.29 in 2Q 2022) Second quarter 2023 results: EPS: JP¥21.99 (down from JP¥59.29 in 2Q 2022). Revenue: JP¥2.87b (up 7.9% from 2Q 2022). Net income: JP¥66.0m (down 63% from 2Q 2022). Profit margin: 2.3% (down from 6.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. 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. 5 non-independent directors. Independent Outside Director Junichiro Urakami was the last independent director to join the board, commencing their role in 2021. 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¥21.98 (vs JP¥59.29 in 2Q 2022) Second quarter 2023 results: EPS: JP¥21.98 (down from JP¥59.29 in 2Q 2022). Revenue: JP¥2.87b (up 7.9% from 2Q 2022). Net income: JP¥66.0m (down 63% from 2Q 2022). Profit margin: 2.3% (down from 6.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 75% per year but the company’s share price has only increased by 9% per year, which means it is significantly lagging earnings growth. Announcement • Sep 22
Takasago Tekko K.K. to Report Q2, 2023 Results on Oct 31, 2022 Takasago Tekko K.K. announced that they will report Q2, 2023 results on Oct 31, 2022 Reported Earnings • Jul 31
First quarter 2023 earnings released: EPS: JP¥73.94 (vs JP¥48.97 in 1Q 2022) First quarter 2023 results: EPS: JP¥73.94 (up from JP¥48.97 in 1Q 2022). Revenue: JP¥3.05b (up 17% from 1Q 2022). Net income: JP¥222.0m (up 51% from 1Q 2022). Profit margin: 7.3% (up from 5.6% 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 65% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth. Announcement • Jun 29
Takasago Tekko K.K. to Report Q1, 2023 Results on Jul 29, 2022 Takasago Tekko K.K. announced that they will report Q1, 2023 results on Jul 29, 2022 Reported Earnings • May 16
Full year 2022 earnings released: EPS: JP¥216 (vs JP¥44.64 in FY 2021) Full year 2022 results: EPS: JP¥216 (up from JP¥44.64 in FY 2021). Revenue: JP¥10.8b (up 24% from FY 2021). Net income: JP¥647.0m (up 383% from FY 2021). Profit margin: 6.0% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth. Announcement • May 15
Takasago Tekko K.K., Annual General Meeting, Jun 24, 2022 Takasago Tekko K.K., Annual General Meeting, Jun 24, 2022. Board Change • Apr 27
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 Junichiro Urakami was the last independent director to join the board, commencing their role in 2021. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model. Announcement • Apr 08
Takasago Tekko K.K. to Report Fiscal Year 2022 Results on May 13, 2022 Takasago Tekko K.K. announced that they will report fiscal year 2022 results on May 13, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥35.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 4.3% and this is well supported by cash flows. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (4.7%). Reported Earnings • Feb 02
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥61.61 (up from JP¥26.32 in 3Q 2021). Revenue: JP¥2.75b (up 13% from 3Q 2021). Net income: JP¥185.0m (up 134% from 3Q 2021). Profit margin: 6.7% (up from 3.2% in 3Q 2021). 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 increased by 15% 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¥59.28 (vs JP¥16.66 loss in 2Q 2021) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.66b (up 46% from 2Q 2021). Net income: JP¥178.0m (up JP¥228.0m from 2Q 2021). Profit margin: 6.7% (up from net loss in 2Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 21% 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. Valuation Update With 7 Day Price Move • Aug 31
Investor sentiment improved over the past week After last week's 17% share price gain to JP¥793, the stock trades at a trailing P/E ratio of 6.4x. Average trailing P/E is 10x in the Metals and Mining industry in Japan. Total returns to shareholders of 3.4% over the past three years. Reported Earnings • Aug 05
First quarter 2022 earnings released: EPS JP¥48.96 (vs JP¥29.98 loss in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.61b (up 42% from 1Q 2021). Net income: JP¥147.0m (up JP¥237.0m from 1Q 2021). Profit margin: 5.6% (up from net loss in 1Q 2021). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 55% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Jul 30
Investor sentiment improved over the past week After last week's 15% share price gain to JP¥779, the stock trades at a trailing P/E ratio of 17.5x. Average trailing P/E is 12x in the Metals and Mining industry in Japan. Negligible returns to shareholders over past three years. Reported Earnings • May 18
Full year 2021 earnings released: EPS JP¥44.63 (vs JP¥25.32 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¥8.73b (down 9.8% from FY 2020). Net income: JP¥134.0m (up 76% from FY 2020). Profit margin: 1.5% (up from 0.8% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 66 percentage points per year, which is a significant difference in performance. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥10.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 26 June 2021. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.5%). Is New 90 Day High Low • Mar 08
New 90-day high: JP¥729 The company is up 16% from its price of JP¥629 on 08 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company outperformed over that time. However, its price trend is similar to the Metals and Mining industry, which is also up 16% over the same period. Reported Earnings • Feb 02
Third quarter 2021 earnings released: EPS JP¥26.31 (vs JP¥4.66 in 3Q 2020) The company reported a decent third quarter result with improved earnings and profit margins, although revenues were weaker. Third quarter 2021 results: Revenue: JP¥2.43b (down 2.6% from 3Q 2020). Net income: JP¥79.0m (up 464% from 3Q 2020). Profit margin: 3.2% (up from 0.6% in 3Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 70% 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. Is New 90 Day High Low • Jan 28
New 90-day high: JP¥671 The company is up 8.0% from its price of JP¥620 on 29 October 2020. The Japanese market is up 15% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 22% over the same period. Announcement • Dec 25
Takasago Tekko K.K. to Report Q3, 2021 Results on Jan 29, 2021 Takasago Tekko K.K. announced that they will report Q3, 2021 results on Jan 29, 2021 Is New 90 Day High Low • Dec 04
New 90-day high: JP¥625 The company is up 9.0% from its price of JP¥575 on 04 September 2020. The Japanese market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Metals and Mining industry, which is up 11% over the same period. Announcement • Sep 13
Takasago Tekko K.K. to Report Q2, 2021 Results on Oct 30, 2020 Takasago Tekko K.K. announced that they will report Q2, 2021 results on Oct 30, 2020 Announcement • Jun 28
Takasago Tekko K.K. to Report Q1, 2021 Results on Jul 31, 2020 Takasago Tekko K.K. announced that they will report Q1, 2021 results on Jul 31, 2020