Declared Dividend • Jun 17
Final dividend of JP¥16.00 announced Shareholders will receive a dividend of JP¥16.00. Ex-date: 19th August 2026 Payment date: 4th November 2026 Dividend yield will be 1.7%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 29% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • May 21
Nishimatsuya Chain Co., Ltd. to Report Q1, 2027 Results on Jun 26, 2026 Nishimatsuya Chain Co., Ltd. announced that they will report Q1, 2027 results on Jun 26, 2026 Reported Earnings • Apr 04
Full year 2026 earnings released: EPS: JP¥114 (vs JP¥136 in FY 2025) Full year 2026 results: EPS: JP¥114 (down from JP¥136 in FY 2025). Revenue: JP¥193.4b (up 4.0% from FY 2025). Net income: JP¥6.85b (down 16% from FY 2025). Profit margin: 3.5% (down from 4.4% in FY 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.2% p.a. on average during the next 3 years, compared to a 7.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Announcement • Feb 24
Nishimatsuya Chain Co., Ltd. to Report Fiscal Year 2026 Results on Apr 02, 2026 Nishimatsuya Chain Co., Ltd. announced that they will report fiscal year 2026 results on Apr 02, 2026 Upcoming Dividend • Feb 12
Upcoming dividend of JP¥16.00 per share Eligible shareholders must have bought the stock before 19 February 2026. Payment date: 22 April 2026. Payout ratio is a comfortable 12% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (1.3%). Buy Or Sell Opportunity • Feb 09
Now 20% overvalued after recent price rise Over the last 90 days, the stock has risen 3.9% to JP¥2,212. The fair value is estimated to be JP¥1,836, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings are also forecast to grow by 5.4% per annum over the same time period. Buy Or Sell Opportunity • Jan 22
Now 21% overvalued after recent price rise Over the last 90 days, the stock has risen 1.7% to JP¥2,156. The fair value is estimated to be JP¥1,788, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.4% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 8.6% in 2 years. Earnings are forecast to grow by 11% in the next 2 years. Reported Earnings • Dec 20
Third quarter 2026 earnings released: EPS: JP¥34.56 (vs JP¥40.31 in 3Q 2025) Third quarter 2026 results: EPS: JP¥34.56 (down from JP¥40.31 in 3Q 2025). Revenue: JP¥51.2b (up 5.2% from 3Q 2025). Net income: JP¥2.07b (down 14% from 3Q 2025). Profit margin: 4.0% (down from 5.0% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 2% 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 • Nov 21
Nishimatsuya Chain Co., Ltd. to Report Q3, 2026 Results on Dec 19, 2025 Nishimatsuya Chain Co., Ltd. announced that they will report Q3, 2026 results on Dec 19, 2025 Declared Dividend • Nov 05
First half dividend of JP¥16.00 announced Shareholders will receive a dividend of JP¥16.00. Ex-date: 19th February 2026 Payment date: 22nd April 2026 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth Dividend is well covered by both earnings (11% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 5.0% per year over the past 2 years and payments have been stable during that time. EPS is expected to grow by 21% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Oct 02
Second quarter 2026 earnings released: EPS: JP¥24.44 (vs JP¥21.62 in 2Q 2025) Second quarter 2026 results: EPS: JP¥24.44 (up from JP¥21.62 in 2Q 2025). Revenue: JP¥45.8b (up 4.5% from 2Q 2025). Net income: JP¥1.47b (up 13% from 2Q 2025). Profit margin: 3.2% (up from 3.0% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.5% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth. Announcement • Oct 01
Nishimatsuya Chain Co., Ltd. (TSE:7545) announces an Equity Buyback for 286,000 shares, representing 0.48% for ¥500 million. Nishimatsuya Chain Co., Ltd. (TSE:7545) announces a share repurchase program. Under the program, the company will repurchase up to 286,000 shares, representing 0.48% of its total shares outstanding (excluding treasury shares), for a total of ¥500 million. The purpose of repurchase program is to implement flexible capital policies in response to changes in the business environment and return profits to shareholders. The repurchase program is valid till October 24, 2025. As of August 20, 2025, the company had 60,045,618 shares outstanding (excluding treasury shares) and had 9,543,238 shares in treasury. Announcement • Aug 21
Nishimatsuya Chain Co., Ltd. to Report Q2, 2026 Results on Oct 01, 2025 Nishimatsuya Chain Co., Ltd. announced that they will report Q2, 2026 results on Oct 01, 2025 Upcoming Dividend • Aug 12
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 19 August 2025. Payment date: 04 November 2025. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.6%). Reported Earnings • Jun 24
First quarter 2026 earnings released: EPS: JP¥58.36 (vs JP¥57.48 in 1Q 2025) First quarter 2026 results: EPS: JP¥58.36 (up from JP¥57.48 in 1Q 2025). Revenue: JP¥51.2b (up 3.0% from 1Q 2025). Net income: JP¥3.50b (up 1.5% from 1Q 2025). Profit margin: 6.8% (down from 6.9% in 1Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 6.4% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 12% per year, which means it is well ahead of earnings. Declared Dividend • Jun 21
Final dividend of JP¥15.00 announced Shareholders will receive a dividend of JP¥15.00. Ex-date: 19th August 2025 Payment date: 4th November 2025 Dividend yield will be 1.5%, which is about the same as the industry average. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Buy Or Sell Opportunity • Jun 10
Now 20% undervalued Over the last 90 days, the stock has risen 2.0% to JP¥2,090. The fair value is estimated to be JP¥2,628, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 4.8% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period. Announcement • May 22
Nishimatsuya Chain Co., Ltd. to Report Q1, 2026 Results on Jun 20, 2025 Nishimatsuya Chain Co., Ltd. announced that they will report Q1, 2026 results on Jun 20, 2025 Reported Earnings • Apr 03
Full year 2025 earnings released: EPS: JP¥136 (vs JP¥137 in FY 2024) Full year 2025 results: EPS: JP¥136 (down from JP¥137 in FY 2024). Revenue: JP¥186.0b (up 5.0% from FY 2024). Net income: JP¥8.20b (flat on FY 2024). Profit margin: 4.4% (down from 4.6% in FY 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 7.1% growth forecast for the Specialty Retail industry in Japan. 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. Announcement • Feb 25
Nishimatsuya Chain Co., Ltd. to Report Fiscal Year 2025 Results on Apr 02, 2025 Nishimatsuya Chain Co., Ltd. announced that they will report fiscal year 2025 results on Apr 02, 2025 Upcoming Dividend • Feb 12
Upcoming dividend of JP¥15.00 per share Eligible shareholders must have bought the stock before 19 February 2025. Payment date: 23 April 2025. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (1.4%). Buy Or Sell Opportunity • Dec 30
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 5.4% to JP¥2,346. The fair value is estimated to be JP¥2,966, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 25% in the next 2 years. Reported Earnings • Dec 24
Third quarter 2025 earnings released: EPS: JP¥40.31 (vs JP¥46.85 in 3Q 2024) Third quarter 2025 results: EPS: JP¥40.31 (down from JP¥46.85 in 3Q 2024). Revenue: JP¥48.7b (up 2.1% from 3Q 2024). Net income: JP¥2.42b (down 14% from 3Q 2024). Profit margin: 5.0% (down from 5.9% in 3Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. 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 20% per year, which means it is well ahead of earnings. Buy Or Sell Opportunity • Dec 05
Now 20% undervalued after recent price drop Over the last 90 days, the stock has fallen 6.1% to JP¥2,354. The fair value is estimated to be JP¥2,953, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 20% in the next 2 years. Announcement • Nov 22
Nishimatsuya Chain Co., Ltd. to Report Q3, 2025 Results on Dec 20, 2024 Nishimatsuya Chain Co., Ltd. announced that they will report Q3, 2025 results on Dec 20, 2024 Price Target Changed • Nov 12
Price target increased by 11% to JP¥2,550 Up from JP¥2,300, the current price target is an average from 2 analysts. New target price is 16% above last closing price of JP¥2,207. Stock is up 20% over the past year. The company is forecast to post earnings per share of JP¥149 for next year compared to JP¥137 last year. Declared Dividend • Nov 02
First half dividend of JP¥15.00 announced Shareholders will receive a dividend of JP¥15.00. Ex-date: 19th February 2025 Payment date: 23rd April 2025 Dividend yield will be 1.4%, which is about the same as the industry average. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Buy Or Sell Opportunity • Oct 10
Now 21% undervalued Over the last 90 days, the stock has risen 14% to JP¥2,505. The fair value is estimated to be JP¥3,161, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.3% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.6% in 2 years. Earnings are forecast to grow by 20% in the next 2 years. Declared Dividend • Oct 04
First half dividend of JP¥15.00 announced Shareholders will receive a dividend of JP¥15.00. Ex-date: 19th February 2025 Payment date: 23rd April 2025 Dividend yield will be 1.2%, which is lower than the industry average of 1.4%. Sustainability & Growth The company is yet to establish a track record of dividend growth or stability as it hasn't paid a regular dividend for at least 2 years. Reported Earnings • Oct 03
Second quarter 2025 earnings released: EPS: JP¥21.62 (vs JP¥25.82 in 2Q 2024) Second quarter 2025 results: EPS: JP¥21.62 (down from JP¥25.82 in 2Q 2024). Revenue: JP¥43.8b (up 5.0% from 2Q 2024). Net income: JP¥1.30b (down 16% from 2Q 2024). Profit margin: 3.0% (down from 3.7% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 20% per year, which means it is well ahead of earnings. Buy Or Sell Opportunity • Sep 13
Now 21% undervalued Over the last 90 days, the stock has risen 7.6% to JP¥2,499. The fair value is estimated to be JP¥3,149, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 15% in the next 2 years. Buy Or Sell Opportunity • Aug 24
Now 21% undervalued Over the last 90 days, the stock has risen 9.9% to JP¥2,464. The fair value is estimated to be JP¥3,123, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 15% in the next 2 years. Announcement • Aug 22
Nishimatsuya Chain Co., Ltd. to Report Q2, 2025 Results on Oct 02, 2024 Nishimatsuya Chain Co., Ltd. announced that they will report Q2, 2025 results on Oct 02, 2024 Upcoming Dividend • Aug 12
Upcoming dividend of JP¥14.00 per share Eligible shareholders must have bought the stock before 19 August 2024. Payment date: 01 November 2024. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.9%). Lower than average of industry peers (1.6%). Buy Or Sell Opportunity • Jul 05
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 3.9% to JP¥2,136. The fair value is estimated to be JP¥2,688, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.0% over the last 3 years, while earnings per share has been flat. Revenue is forecast to grow by 9.7% in 2 years. Earnings are forecast to grow by 15% in the next 2 years. Reported Earnings • Jun 16
First quarter 2025 earnings released: EPS: JP¥57.48 (vs JP¥53.48 in 1Q 2024) First quarter 2025 results: EPS: JP¥57.48 (up from JP¥53.48 in 1Q 2024). Revenue: JP¥49.7b (up 6.3% from 1Q 2024). Net income: JP¥3.45b (up 7.4% from 1Q 2024). Profit margin: 6.9% (in line with 1Q 2024). Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings. Announcement • May 25
Nishimatsuya Chain Co., Ltd. to Report Q1, 2025 Results on Jun 14, 2024 Nishimatsuya Chain Co., Ltd. announced that they will report Q1, 2025 results on Jun 14, 2024 Reported Earnings • Apr 06
Full year 2024 earnings released: EPS: JP¥137 (vs JP¥127 in FY 2023) Full year 2024 results: EPS: JP¥137 (up from JP¥127 in FY 2023). Revenue: JP¥177.2b (up 4.5% from FY 2023). Net income: JP¥8.20b (up 7.4% from FY 2023). Profit margin: 4.6% (up from 4.5% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.1% p.a. on average during the next 2 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings. Announcement • Apr 04
Nishimatsuya Chain Co., Ltd. (TSE:7545) announces an Equity Buyback for 154,000 shares, representing 0.26% for ¥300 million. Nishimatsuya Chain Co., Ltd. (TSE:7545) announces a share repurchase program. Under the program, the company will repurchase up to 154,000 shares, representing 0.26% of its total shares outstanding (excluding treasury shares), for a total of ¥300 million. The purpose of repurchase program is to implement flexible capital policies in response to changes in the business environment and return profits to shareholders. The repurchase program is valid till April 18, 2024. As of February 20, 2024, the company had 60,036,803 shares outstanding (excluding treasury shares) and had 9,552,053 shares in treasury. Announcement • Apr 03
Nishimatsuya Chain Co., Ltd., Annual General Meeting, May 14, 2024 Nishimatsuya Chain Co., Ltd., Annual General Meeting, May 14, 2024. Announcement • Feb 23
Nishimatsuya Chain Co., Ltd. to Report Fiscal Year 2024 Results on Apr 03, 2024 Nishimatsuya Chain Co., Ltd. announced that they will report fiscal year 2024 results on Apr 03, 2024 Upcoming Dividend • Feb 12
Inaugural dividend of JP¥13.00 per share Eligible shareholders must have bought the stock before 19 February 2024. Payment date: 25 April 2024. This is the first dividend for Nishimatsuya Chain since going public. The average dividend yield among industry peers is 1.4%. Reported Earnings • Dec 16
Third quarter 2024 earnings released: EPS: JP¥46.85 (vs JP¥40.52 in 3Q 2023) Third quarter 2024 results: EPS: JP¥46.85 (up from JP¥40.52 in 3Q 2023). Revenue: JP¥47.7b (up 3.8% from 3Q 2023). Net income: JP¥2.81b (up 15% from 3Q 2023). Profit margin: 5.9% (up from 5.3% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 6.3% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has increased by 14% per year, which means it is well ahead of earnings. Buying Opportunity • Dec 15
Now 20% undervalued Over the last 90 days, the stock is up 33%. The fair value is estimated to be JP¥2,763, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 6.9%. For the next 3 years, revenue is forecast to grow by 4.2% per annum. Earnings is also forecast to grow by 6.2% per annum over the same time period. Announcement • Nov 24
Nishimatsuya Chain Co., Ltd. to Report Q3, 2024 Results on Dec 15, 2023 Nishimatsuya Chain Co., Ltd. announced that they will report Q3, 2024 results on Dec 15, 2023 Valuation Update With 7 Day Price Move • Oct 20
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to JP¥1,863, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 12x in the Specialty Retail industry in Japan. Total returns to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at JP¥2,853 per share. New Risk • Sep 29
New major risk - Earnings quality The company has a high level of non-cash earnings. Accrual ratio: 30% This is considered a major risk. Non-cash earnings can arise from many different things. However, if a company consistently has a high level of non-cash earnings, it may be a sign that they are recognizing revenue from customers before the full value of the sales are received as cash or they are not depreciating the value of their assets appropriately. These are practices that inflate earnings, while not providing a similar increase to cash flows. Companies in some select industries naturally have a high level of non-cash earnings and it is not a major concern. However, in the worst case scenario it can be an early sign of performance manipulation by management. This is currently the only risk that has been identified for the company. Announcement • Sep 28
Nishimatsuya Chain Co., Ltd. (TSE:7545) announces an Equity Buyback for 227,000 shares, representing 0.38% for ¥300 million. Nishimatsuya Chain Co., Ltd. (TSE:7545) announces a share repurchase program. Under the program, the company will repurchase up to 227,000 shares, representing 0.38% of its total shares outstanding (excluding treasury shares), for a total of ¥300 million. The purpose of repurchase program is to implement flexible capital policies in response to changes in the business environment and return profits to shareholders. The repurchase program is valid till October 13, 2023. As of August 20, 2023, the company had 60,037,375 shares outstanding (excluding treasury shares) and had 9,551,481 shares in treasury. Reported Earnings • Sep 28
Second quarter 2024 earnings released: EPS: JP¥25.82 (vs JP¥18.83 in 2Q 2023) Second quarter 2024 results: EPS: JP¥25.82 (up from JP¥18.83 in 2Q 2023). Revenue: JP¥41.7b (up 5.6% from 2Q 2023). Net income: JP¥1.55b (up 36% from 2Q 2023). Profit margin: 3.7% (up from 2.9% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.7% p.a. on average during the next 3 years, compared to a 6.7% growth forecast for the Specialty Retail industry in Japan. 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 4% per year. Announcement • Aug 27
Nishimatsuya Chain Co., Ltd. to Report Q2, 2024 Results on Sep 27, 2023 Nishimatsuya Chain Co., Ltd. announced that they will report Q2, 2024 results on Sep 27, 2023 Upcoming Dividend • Aug 10
Inaugural dividend of JP¥13.00 per share Eligible shareholders must have bought the stock before 17 August 2023. Payment date: 01 November 2023. This is the first dividend for Nishimatsuya Chain since going public. The average dividend yield among industry peers is 1.4%. Reported Earnings • Jun 18
First quarter 2024 earnings released: EPS: JP¥53.48 (vs JP¥57.90 in 1Q 2023) First quarter 2024 results: EPS: JP¥53.48 (down from JP¥57.90 in 1Q 2023). Revenue: JP¥46.8b (up 4.0% from 1Q 2023). Net income: JP¥3.21b (down 8.5% from 1Q 2023). Profit margin: 6.9% (down from 7.8% in 1Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 6.9% growth forecast for the Specialty Retail industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 14% per year. Announcement • May 24
Nishimatsuya Chain Co., Ltd. to Report Q1, 2024 Results on Jun 16, 2023 Nishimatsuya Chain Co., Ltd. announced that they will report Q1, 2024 results on Jun 16, 2023 Price Target Changed • Apr 28
Price target increased by 10% to JP¥1,925 Up from JP¥1,750, the current price target is an average from 2 analysts. New target price is 19% above last closing price of JP¥1,613. Stock is up 1.3% over the past year. The company posted earnings per share of JP¥127 last year. Price Target Changed • Apr 21
Price target increased by 10% to JP¥1,925 Up from JP¥1,750, the current price target is an average from 2 analysts. New target price is 17% above last closing price of JP¥1,648. Stock is up 6.0% over the past year. The company posted earnings per share of JP¥127 last year. Reported Earnings • Apr 08
Full year 2023 earnings released: EPS: JP¥127 (vs JP¥139 in FY 2022) Full year 2023 results: EPS: JP¥127 (down from JP¥139 in FY 2022). Revenue: JP¥169.5b (up 4.0% from FY 2022). Net income: JP¥7.64b (down 10% from FY 2022). Profit margin: 4.5% (down from 5.2% 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 31% per year whereas the company’s share price has increased by 26% per year. Upcoming Dividend • Feb 10
Upcoming dividend of JP¥13.00 per share Eligible shareholders must have bought the stock before 17 February 2023. Payment date: 26 April 2023. The company last paid an ordinary dividend in April 2012. The average dividend yield among industry peers is 1.5%. Reported Earnings • Dec 18
Third quarter 2023 earnings released: EPS: JP¥40.52 (vs JP¥48.36 in 3Q 2022) Third quarter 2023 results: EPS: JP¥40.52 (down from JP¥48.36 in 3Q 2022). Revenue: JP¥45.9b (up 3.9% from 3Q 2022). Net income: JP¥2.44b (down 17% from 3Q 2022). Profit margin: 5.3% (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 44% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Announcement • Nov 24
Nishimatsuya Chain Co., Ltd. to Report Q3, 2023 Results on Dec 16, 2022 Nishimatsuya Chain Co., Ltd. announced that they will report Q3, 2023 results on Dec 16, 2022 Price Target Changed • Nov 16
Price target decreased to JP¥1,750 Down from JP¥2,200, the current price target is an average from 2 analysts. New target price is 26% above last closing price of JP¥1,387. Stock is down 8.7% over the past year. The company posted earnings per share of JP¥139 last year. Board Change • Nov 16
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. 5 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Auditor Kaoru Mori was the last 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: Lack of independent directors. Insufficient board refreshment. Reported Earnings • Oct 01
Second quarter 2023 earnings released: EPS: JP¥18.83 (vs JP¥21.19 in 2Q 2022) Second quarter 2023 results: EPS: JP¥18.83 (down from JP¥21.19 in 2Q 2022). Revenue: JP¥39.5b (up 2.8% from 2Q 2022). Net income: JP¥1.14b (down 12% from 2Q 2022). Profit margin: 2.9% (down from 3.4% 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 54% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth. Announcement • Aug 27
Nishimatsuya Chain Co., Ltd. to Report Q2, 2023 Results on Sep 28, 2022 Nishimatsuya Chain Co., Ltd. announced that they will report Q2, 2023 results on Sep 28, 2022 Upcoming Dividend • Aug 11
Upcoming dividend of JP¥12.00 per share Eligible shareholders must have bought the stock before 18 August 2022. Payment date: 01 November 2022. The company last paid an ordinary dividend in September 2011. The average dividend yield among industry peers is 1.6%. Reported Earnings • Jun 18
First quarter 2023 earnings released: EPS: JP¥57.90 (vs JP¥52.19 in 1Q 2022) First quarter 2023 results: EPS: JP¥57.90 (up from JP¥52.19 in 1Q 2022). Revenue: JP¥45.0b (up 6.5% from 1Q 2022). Net income: JP¥3.51b (up 9.2% from 1Q 2022). Profit margin: 7.8% (up from 7.6% 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 62% per year but the company’s share price has only increased by 20% per year, which means it is significantly lagging earnings growth. Announcement • May 26
Nishimatsuya Chain Co., Ltd. to Report Q1, 2023 Results on Jun 16, 2022 Nishimatsuya Chain Co., Ltd. announced that they will report Q1, 2023 results on Jun 16, 2022 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. 5 experienced directors. 6 highly experienced directors. No independent directors (8 non-independent directors). External Auditor Kaoru Mori was the last 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: Lack of independent directors. Insufficient board refreshment. Announcement • Apr 08
Nishimatsuya Chain Co., Ltd., Annual General Meeting, May 17, 2022 Nishimatsuya Chain Co., Ltd., Annual General Meeting, May 17, 2022. Price Target Changed • Apr 07
Price target increased to JP¥2,160 Up from JP¥1,900, the current price target is provided by 1 analyst. New target price is 36% above last closing price of JP¥1,584. Stock is down 10% over the past year. The company posted earnings per share of JP¥139 last year. Reported Earnings • Apr 01
Full year 2022 earnings released: EPS: JP¥139 (vs JP¥133 in FY 2021) Full year 2022 results: EPS: JP¥139 (up from JP¥133 in FY 2021). Revenue: JP¥163.0b (up 2.3% from FY 2021). Net income: JP¥8.50b (up 2.7% from FY 2021). Profit margin: 5.2% (in line with FY 2021). 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 20% per year, which means it is significantly lagging earnings growth. Announcement • Feb 25
Nishimatsuya Chain Co., Ltd. to Report Fiscal Year 2022 Results on Mar 30, 2022 Nishimatsuya Chain Co., Ltd. announced that they will report fiscal year 2022 results on Mar 30, 2022 Upcoming Dividend • Feb 10
Inaugural dividend of JP¥12.00 per share Eligible shareholders must have bought the stock before 17 February 2022. Payment date: 19 May 2022. The company is not currently making a profit but it is cash flow positive. The company last paid an ordinary dividend in June 2012. The average dividend yield among industry peers is 1.6%. Reported Earnings • Dec 19
Third quarter 2022 earnings: Revenues and EPS in line with analyst expectations Third quarter 2022 results: EPS: JP¥48.36 (down from JP¥48.68 in 3Q 2021). Revenue: JP¥44.2b (up 3.5% from 3Q 2021). Net income: JP¥2.95b (down 2.6% from 3Q 2021). Profit margin: 6.7% (down from 7.1% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth. Reported Earnings • Sep 30
Second quarter 2022 earnings released: EPS JP¥21.19 (vs JP¥32.85 in 2Q 2021) The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥38.4b (down 3.3% from 2Q 2021). Net income: JP¥1.30b (down 36% from 2Q 2021). Profit margin: 3.4% (down from 5.1% in 2Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 54% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Price Target Changed • Aug 23
Price target increased to JP¥2,050 Up from JP¥1,900, the current price target is provided by 1 analyst. New target price is 53% above last closing price of JP¥1,338. Stock is down 3.0% over the past year. Upcoming Dividend • Aug 12
Inaugural dividend of JP¥11.00 per share Eligible shareholders must have bought the stock before 19 August 2021. Payment date: 02 November 2021. The company last paid an ordinary dividend in June 2012. The average dividend yield among industry peers is 1.3%. Reported Earnings • Jun 21
First quarter 2022 earnings released: EPS JP¥52.19 (vs JP¥39.42 in 1Q 2021) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥42.3b (up 3.8% from 1Q 2021). Net income: JP¥3.22b (up 31% from 1Q 2021). Profit margin: 7.6% (up from 6.0% in 1Q 2021). The increase in margin 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 only increased by 4% per year, which means it is significantly lagging earnings growth. Reported Earnings • Apr 01
Full year 2021 earnings released: EPS JP¥133 (vs JP¥17.30 in FY 2020) The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥159.4b (up 12% from FY 2020). Net income: JP¥8.28b (up JP¥7.20b from FY 2020). Profit margin: 5.2% (up from 0.8% in FY 2020). The increase in margin was driven by higher revenue. 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 8% per year, which means it is significantly lagging earnings growth. Announcement • Mar 31
Nishimatsuya Chain Co., Ltd. (TSE:7545) announces an Equity Buyback for 1,646,000 shares, representing 2.65% for ¥2,000 million. Nishimatsuya Chain Co., Ltd. (TSE:7545) announces a share repurchase program. Under the program, the company will repurchase up to 1,646,000 shares, representing 2.65% of its share capital, for ¥2,000 million. The company will repurchase its shares in order to implement a flexible capital policy in response to changes in the business environment, and return profits to shareholders. The repurchase program will expire on June 30, 2021. As of February 20, 2021, the company had 62,072,709 shares outstanding (excluding treasury shares) and 7,516,147 shares in treasury. 
