Reported Earnings • Feb 15
Full year 2025 earnings released: EPS: JP¥320 (vs JP¥300 in FY 2024) Full year 2025 results: EPS: JP¥320 (up from JP¥300 in FY 2024). Revenue: JP¥67.1b (up 7.3% from FY 2024). Net income: JP¥3.18b (up 6.4% from FY 2024). Profit margin: 4.7% (down from 4.8% in FY 2024). Over the last 3 years on average, earnings per share has increased by 28% per year whereas the company’s share price has increased by 26% per year. Tillkännagivande • Feb 13
Dynapac Co., Ltd., Annual General Meeting, Mar 27, 2026 Dynapac Co., Ltd., Annual General Meeting, Mar 27, 2026. Tillkännagivande • Dec 27
Dynapac Co., Ltd. to Report Fiscal Year 2025 Results on Feb 13, 2026 Dynapac Co., Ltd. announced that they will report fiscal year 2025 results on Feb 13, 2026 Upcoming Dividend • Dec 22
Upcoming dividend of JP¥80.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 09 March 2026. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.3%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (3.0%). Reported Earnings • Nov 17
Third quarter 2025 earnings released: EPS: JP¥52.31 (vs JP¥0.50 in 3Q 2024) Third quarter 2025 results: EPS: JP¥52.31 (up from JP¥0.50 in 3Q 2024). Revenue: JP¥16.2b (up 6.2% from 3Q 2024). Net income: JP¥521.0m (up JP¥516.0m from 3Q 2024). Profit margin: 3.2% (up from 0% in 3Q 2024). 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 23% per year, which means it is significantly lagging earnings growth. New Risk • Oct 29
New minor risk - Share price stability The company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 5.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Share price has been volatile over the past 3 months (5.4% average weekly change). Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Oct 29
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to JP¥2,699, the stock trades at a trailing P/E ratio of 10.9x. Average trailing P/E is 10x in the Packaging industry in Japan. Total returns to shareholders of 142% over the past three years. Tillkännagivande • Sep 26
Dynapac Co., Ltd. to Report Q3, 2025 Results on Nov 13, 2025 Dynapac Co., Ltd. announced that they will report Q3, 2025 results on Nov 13, 2025 Reported Earnings • Aug 08
Second quarter 2025 earnings released: EPS: JP¥71.19 (vs JP¥227 in 2Q 2024) Second quarter 2025 results: EPS: JP¥71.19 (down from JP¥227 in 2Q 2024). Revenue: JP¥16.5b (up 2.2% from 2Q 2024). Net income: JP¥709.0m (down 69% from 2Q 2024). Profit margin: 4.3% (down from 14% in 2Q 2024). 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 20% per year, which means it is significantly lagging earnings growth. Buy Or Sell Opportunity • Jul 29
Now 24% overvalued after recent price rise Over the last 90 days, the stock has risen 19% to JP¥2,172. The fair value is estimated to be JP¥1,750, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.6% over the last 3 years. Earnings per share has grown by 38%. Tillkännagivande • Jun 18
Dynapac Co., Ltd. to Report Q2, 2025 Results on Aug 07, 2025 Dynapac Co., Ltd. announced that they will report Q2, 2025 results on Aug 07, 2025 Tillkännagivande • May 23
Dynapac Co., Ltd. (TSE:3947) signed a letter of intent to acquire 80% stake in Hoang Hai Viet Nam Packaging Joint Stock Company from Tran Thuy Thien Kim and Dao Thi Kim Thu. Dynapac Co., Ltd. (TSE:3947) signed a letter of intent to acquire 80% stake in Hoang Hai Viet Nam Packaging Joint Stock Company from Tran Thuy Thien Kim and Dao Thi Kim Thu on May 22, 2025. For the period ending December 31, 2024, Hoang Hai Viet Nam Packaging Joint Stock Company reported total revenue of ¥5.12 billion and net income of ¥530 million. As of December 31, 2024, Hoang Hai Viet Nam Packaging Joint Stock Company reported total assets of ¥5.57 billion and total common equity of ¥2.75 billion. The transaction is subject to consummation of due diligence investigation. The expected completion of the transaction is late September 2025. Reported Earnings • May 15
First quarter 2025 earnings released: EPS: JP¥106 (vs JP¥2.51 in 1Q 2024) First quarter 2025 results: EPS: JP¥106 (up from JP¥2.51 in 1Q 2024). Revenue: JP¥15.1b (up 11% from 1Q 2024). Net income: JP¥1.05b (up JP¥1.03b from 1Q 2024). Profit margin: 7.0% (up from 0.2% in 1Q 2024). Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth. Board Change • Apr 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 3 highly experienced directors. GM of Administration Division & Director Shigeru Hara was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Tillkännagivande • Mar 18
Dynapac Co., Ltd. to Report Q1, 2025 Results on May 13, 2025 Dynapac Co., Ltd. announced that they will report Q1, 2025 results on May 13, 2025 Reported Earnings • Feb 08
Full year 2024 earnings released: EPS: JP¥300 (vs JP¥162 in FY 2023) Full year 2024 results: EPS: JP¥300 (up from JP¥162 in FY 2023). Revenue: JP¥62.5b (up 7.8% from FY 2023). Net income: JP¥2.99b (up 86% from FY 2023). Profit margin: 4.8% (up from 2.8% in FY 2023). Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Feb 07
Dynapac Co., Ltd., Annual General Meeting, Mar 25, 2025 Dynapac Co., Ltd., Annual General Meeting, Mar 25, 2025. Buy Or Sell Opportunity • Jan 16
Now 21% undervalued after recent price drop Over the last 90 days, the stock has fallen 6.1% to JP¥1,685. The fair value is estimated to be JP¥2,133, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 24%. Upcoming Dividend • Dec 20
Upcoming dividend of JP¥70.00 per share Eligible shareholders must have bought the stock before 27 December 2024. Payment date: 11 March 2025. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (3.2%). Tillkännagivande • Dec 04
Dynapac Co., Ltd. to Report Fiscal Year 2024 Results on Feb 07, 2025 Dynapac Co., Ltd. announced that they will report fiscal year 2024 results on Feb 07, 2025 Reported Earnings • Nov 10
Third quarter 2024 earnings released: EPS: JP¥0.50 (vs JP¥39.42 in 3Q 2023) Third quarter 2024 results: EPS: JP¥0.50 (down from JP¥39.42 in 3Q 2023). Revenue: JP¥15.3b (up 5.0% from 3Q 2023). Net income: JP¥5.00m (down 99% from 3Q 2023). Profit margin: 0% (down from 2.7% in 3Q 2023). Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 8% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Aug 27
Dynapac Co., Ltd. to Report Q3, 2024 Results on Nov 12, 2024 Dynapac Co., Ltd. announced that they will report Q3, 2024 results on Nov 12, 2024 New Risk • Aug 21
New minor risk - Dividend sustainability The dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 3.8% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Valuation Update With 7 Day Price Move • Aug 05
Investor sentiment deteriorates as stock falls 20% After last week's 20% share price decline to JP¥1,502, the stock trades at a trailing P/E ratio of 9.5x. Average trailing P/E is 9x in the Packaging industry in Japan. Total returns to shareholders of 18% over the past three years. Tillkännagivande • Jun 17
Dynapac Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024 Dynapac Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024 Reported Earnings • May 12
First quarter 2024 earnings released: EPS: JP¥2.51 (vs JP¥5.14 in 1Q 2023) First quarter 2024 results: EPS: JP¥2.51 (down from JP¥5.14 in 1Q 2023). Revenue: JP¥13.5b (up 2.6% from 1Q 2023). Net income: JP¥25.0m (down 51% from 1Q 2023). Profit margin: 0.2% (down from 0.4% 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 6% per year whereas the company’s share price has increased by 8% per year. Tillkännagivande • Mar 28
Dynapac Co., Ltd. to Report Q1, 2024 Results on May 10, 2024 Dynapac Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024 Reported Earnings • Feb 10
Full year 2023 earnings released: EPS: JP¥162 (vs JP¥162 in FY 2022) Full year 2023 results: EPS: JP¥162 (down from JP¥162 in FY 2022). Revenue: JP¥58.0b (up 2.2% from FY 2022). Net income: JP¥1.61b (flat on FY 2022). Profit margin: 2.8% (in line with FY 2022). 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 6% per year. Tillkännagivande • Feb 10
Dynapac Co., Ltd., Annual General Meeting, Mar 28, 2024 Dynapac Co., Ltd., Annual General Meeting, Mar 28, 2024. Board Change • Jan 09
Less than half of directors are independent There is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 6 experienced directors. 2 highly experienced directors. 4 independent directors (5 non-independent directors). Independent Outside Director Hirohito Kodama was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment. Tillkännagivande • Dec 28
Dynapac Co., Ltd. to Report Fiscal Year 2023 Results on Feb 08, 2024 Dynapac Co., Ltd. announced that they will report fiscal year 2023 results on Feb 08, 2024 Upcoming Dividend • Dec 21
Upcoming dividend of JP¥60.00 per share at 3.9% yield Eligible shareholders must have bought the stock before 28 December 2023. Payment date: 13 March 2024. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.5%). Higher than average of industry peers (2.9%). Reported Earnings • Nov 09
Third quarter 2023 earnings released: EPS: JP¥39.41 (vs JP¥34.65 in 3Q 2022) Third quarter 2023 results: EPS: JP¥39.41 (up from JP¥34.65 in 3Q 2022). Revenue: JP¥14.6b (down 1.3% from 3Q 2022). Net income: JP¥392.0m (up 14% from 3Q 2022). Profit margin: 2.7% (up from 2.3% in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth. Tillkännagivande • Sep 14
Dynapac Co., Ltd. to Report Q3, 2023 Results on Nov 08, 2023 Dynapac Co., Ltd. announced that they will report Q3, 2023 results on Nov 08, 2023 Reported Earnings • Aug 08
Second quarter 2023 earnings released: EPS: JP¥63.36 (vs JP¥47.54 in 2Q 2022) Second quarter 2023 results: EPS: JP¥63.36 (up from JP¥47.54 in 2Q 2022). Revenue: JP¥15.0b (up 1.8% from 2Q 2022). Net income: JP¥630.0m (up 34% from 2Q 2022). Profit margin: 4.2% (up from 3.2% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Tillkännagivande • Jun 01
Dynapac Co., Ltd. to Report Q2, 2023 Results on Aug 07, 2023 Dynapac Co., Ltd. announced that they will report Q2, 2023 results on Aug 07, 2023 Reported Earnings • May 16
First quarter 2023 earnings released: EPS: JP¥5.14 (vs JP¥13.01 in 1Q 2022) First quarter 2023 results: EPS: JP¥5.14 (down from JP¥13.01 in 1Q 2022). Revenue: JP¥13.2b (up 1.6% from 1Q 2022). Net income: JP¥51.0m (down 61% from 1Q 2022). Profit margin: 0.4% (down from 1.0% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Reported Earnings • Feb 16
Full year 2022 earnings released: EPS: JP¥162 (vs JP¥141 in FY 2021) Full year 2022 results: EPS: JP¥162 (up from JP¥141 in FY 2021). Revenue: JP¥56.8b (flat on FY 2021). Net income: JP¥1.61b (up 16% from FY 2021). Profit margin: 2.8% (up from 2.5% in FY 2021). Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 29 December 2022. Payment date: 07 March 2023. Payout ratio is a comfortable 37% and this is well supported by cash flows. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (3.4%). Tillkännagivande • Dec 08
Dynapac Co., Ltd. to Report Fiscal Year 2022 Results on Feb 08, 2023 Dynapac Co., Ltd. announced that they will report fiscal year 2022 results on Feb 08, 2023 Reported Earnings • Nov 16
Third quarter 2022 earnings released: EPS: JP¥34.65 (vs JP¥22.48 in 3Q 2021) Third quarter 2022 results: EPS: JP¥34.65 (up from JP¥22.48 in 3Q 2021). Revenue: JP¥14.7b (up 5.9% from 3Q 2021). Net income: JP¥344.0m (up 54% from 3Q 2021). Profit margin: 2.3% (up from 1.6% in 3Q 2021). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 49% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings. 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. 7 highly experienced directors. No independent directors (10 non-independent directors). Exec. Officer, GM of Corporate Planning & Director Masao Kusano was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Tillkännagivande • Sep 09
Dynapac Co., Ltd. to Report Q3, 2022 Results on Nov 08, 2022 Dynapac Co., Ltd. announced that they will report Q3, 2022 results on Nov 08, 2022 Reported Earnings • Aug 07
Second quarter 2022 earnings released: EPS: JP¥47.53 (vs JP¥50.83 in 2Q 2021) Second quarter 2022 results: EPS: JP¥47.53 (down from JP¥50.83 in 2Q 2021). Revenue: JP¥14.8b (up 3.2% from 2Q 2021). Net income: JP¥472.0m (down 6.3% from 2Q 2021). Profit margin: 3.2% (down from 3.5% in 2Q 2021). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 68% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Tillkännagivande • Jun 15
Dynapac Co., Ltd. to Report Q2, 2022 Results on Aug 05, 2022 Dynapac Co., Ltd. announced that they will report Q2, 2022 results on Aug 05, 2022 Reported Earnings • May 13
First quarter 2022 earnings released: EPS: JP¥13.01 (vs JP¥26.15 in 1Q 2021) First quarter 2022 results: EPS: JP¥13.01 (down from JP¥26.15 in 1Q 2021). Revenue: JP¥13.0b (flat on 1Q 2021). Net income: JP¥129.0m (down 50% from 1Q 2021). Profit margin: 1.0% (down from 2.0% in 1Q 2021). Over the last 3 years on average, earnings per share has increased by 84% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Board Change • May 02
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. 7 highly experienced directors. No independent directors (10 non-independent directors). Exec. Officer, GM of Corporate Planning & Director Masao Kusano was the last director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment. Tillkännagivande • Apr 07
Dynapac Co., Ltd. to Report Q1, 2022 Results on May 11, 2022 Dynapac Co., Ltd. announced that they will report Q1, 2022 results on May 11, 2022 Tillkännagivande • Feb 12
Dynapac Co., Ltd., Annual General Meeting, Mar 23, 2022 Dynapac Co., Ltd., Annual General Meeting, Mar 23, 2022. Reported Earnings • Feb 10
Full year 2021 earnings: Revenues and EPS in line with analyst expectations Full year 2021 results: EPS: JP¥141 (up from JP¥94.26 in FY 2020). Revenue: JP¥56.3b (up 7.7% from FY 2020). Net income: JP¥1.40b (up 50% from FY 2020). Profit margin: 2.5% (up from 1.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has increased by 95% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥50.00 per share Eligible shareholders must have bought the stock before 29 December 2021. Payment date: 08 March 2022. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 3.6%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.3%). Reported Earnings • Nov 10
Third quarter 2021 earnings released: EPS JP¥22.48 (vs JP¥7.98 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥13.9b (up 7.4% from 3Q 2020). Net income: JP¥223.0m (up 182% from 3Q 2020). Profit margin: 1.6% (up from 0.6% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 91% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • Aug 09
Second quarter 2021 earnings released: EPS JP¥50.83 (vs JP¥15.66 in 2Q 2020) The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: JP¥14.3b (up 15% from 2Q 2020). Net income: JP¥504.0m (up 225% from 2Q 2020). Profit margin: 3.5% (up from 1.2% in 2Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 78% per year but the company’s share price has remained flat, which means it is significantly lagging earnings. Reported Earnings • May 14
First quarter 2021 earnings released: EPS JP¥26.15 (vs JP¥3.54 loss in 1Q 2020) The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥12.9b (up 3.1% from 1Q 2020). Net income: JP¥259.0m (up JP¥294.0m from 1Q 2020). Profit margin: 2.0% (up from net loss in 1Q 2020). Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings. Reported Earnings • Mar 30
Full year 2020 earnings released: EPS JP¥94.26 (vs JP¥56.44 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥52.3b (down 5.6% from FY 2019). Net income: JP¥933.0m (up 67% from FY 2019). Profit margin: 1.8% (up from 1.0% in FY 2019). 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. Is New 90 Day High Low • Mar 03
New 90-day high: JP¥1,420 The company is up 4.0% from its price of JP¥1,362 on 03 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Packaging industry, which is up 8.0% over the same period. Reported Earnings • Feb 07
Full year 2020 earnings released: EPS JP¥94.25 (vs JP¥56.44 in FY 2019) The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥52.3b (down 5.6% from FY 2019). Net income: JP¥933.0m (up 67% from FY 2019). Profit margin: 1.8% (up from 1.0% in FY 2019). 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 5% per year, which means it is significantly lagging earnings. Tillkännagivande • Dec 16
Dynapac Co., Ltd. to Report Fiscal Year 2020 Results on Feb 05, 2021 Dynapac Co., Ltd. announced that they will report fiscal year 2020 results on Feb 05, 2021 Is New 90 Day High Low • Dec 09
New 90-day high: JP¥1,385 The company is up 2.0% from its price of JP¥1,355 on 10 September 2020. The Japanese market is up 9.0% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Packaging industry, which is up 1.0% over the same period. Tillkännagivande • Sep 06
Dynapac Co., Ltd. to Report Q3, 2020 Results on Nov 09, 2020 Dynapac Co., Ltd. announced that they will report Q3, 2020 results on Nov 09, 2020