Reported Earnings • Aug 05
First quarter 2027 earnings released: EPS: JP¥35.93 (vs JP¥17.40 in 1Q 2026) First quarter 2027 results: EPS: JP¥35.93 (up from JP¥17.40 in 1Q 2026). Revenue: JP¥279.7b (up 18% from 1Q 2026). Net income: JP¥14.7b (up 95% from 1Q 2026). Profit margin: 5.2% (up from 3.2% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 5.4% growth forecast for the Trade Distributors industry in Europe. Duyuru • Aug 05
Nagase & Co., Ltd. (TSE:8012) announces an Equity Buyback for 3,700,000 shares, representing 0.9% for ¥3,000 million. Nagase & Co., Ltd. (TSE:8012) announces a share repurchase program. Under the program, the company will repurchase up to 3,700,000 shares, representing 0.9% of its issued share capital, for ¥3,000 million. The purpose of the program is to enhance corporate and shareholder value by further improving capital efficiency. The program is valid till September 30, 2026. As of July 31, 2026, the company had 410,752,309 shares in issue (excluding treasury stock) and 28,880,831 shares in treasury. Declared Dividend • Jul 26
Final dividend of JP¥13.00 announced Shareholders will receive a dividend of JP¥13.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 209%, which is higher than the industry average of 2.7%. Sustainability & Growth Dividend is covered by both earnings (32% earnings payout ratio) and cash flows (56% cash payout ratio). The dividend has increased by an average of 13% 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. EPS is expected to grow by 32% over the next 3 years, which should provide support to the dividend and adequate earnings cover. New Risk • Jun 25
New minor risk - Dividend sustainability The dividend is not well covered by earnings. Payout ratio: 127% Dividend yield: 2.2% This is considered a minor risk. Companies that pay out too much of their earnings are at risk of having to reduce or cut their dividend in future. If earnings growth slows or earnings fall, then there may not be enough earnings to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. However, this risk is mitigated by the fact the dividend is covered by cash flows. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company. Buy Or Sell Opportunity • Jun 15
Now 25% overvalued after recent price rise Over the last 90 days, the stock has risen 6.7% to €6.40. The fair value is estimated to be €5.12, 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 grown by 17%. For the next 3 years, revenue is forecast to grow by 2.7% per annum. Earnings are also forecast to grow by 8.2% per annum over the same time period. Duyuru • Jun 03
Nagase & Co., Ltd. to Report Q1, 2027 Results on Aug 04, 2026 Nagase & Co., Ltd. announced that they will report Q1, 2027 results on Aug 04, 2026 Board Change • May 20
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, 1 was an independent director. The company's board is composed of: 3 independent directors. 5 non-independent directors. Independent Outside Director Toshiaki Mikoshiba was the last independent director to join the board, commencing their role in 2023. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Duyuru • May 07
Nagase & Co., Ltd., Annual General Meeting, Jun 17, 2026 Nagase & Co., Ltd., Annual General Meeting, Jun 17, 2026. Duyuru • Mar 26
Nagase & Co., Ltd. to Report Fiscal Year 2026 Results on May 07, 2026 Nagase & Co., Ltd. announced that they will report fiscal year 2026 results on May 07, 2026 Duyuru • Feb 05
Nagase & Co., Ltd. (TSE:8012) announces an Equity Buyback for 1,100,000 shares, representing 1.07% for ¥3,000 million. Nagase & Co., Ltd. (TSE:8012) announces a share repurchase program. Under the program, the company will repurchase up to 1,100,000 shares, representing 1.07% of its issued share capital, for ¥3,000 million. The program is made pursuant to the Shareholder Returns Policy in Medium-Term Management Plan ACE 2. The program is valid till March 31, 2026. As of October 31, 2025, the company had 102,970,093 shares in issue (excluding treasury stock) and 6,938,192 shares in treasury. Duyuru • Jan 29
Nagase & Co., Ltd. Announces Resignation of Masatoshi Kamada as Director Nagase & Co., Ltd. announced resignation of Masatoshi Kamada as Director. Duyuru • Dec 09
Nagase & Co., Ltd. to Report Q3, 2026 Results on Feb 05, 2026 Nagase & Co., Ltd. announced that they will report Q3, 2026 results on Feb 05, 2026 Duyuru • Nov 06
Nagase & Co., Ltd. (TSE:8012) announces an Equity Buyback for 3,500,000 shares, representing 3.35% for ¥8,000 million. Nagase & Co., Ltd. (TSE:8012) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 3.35% of its issued share capital, for ¥8,000 million. The program is valid till January 31, 2026. As of October 31, 2025, the company had 104,630,048 shares in issue (excluding treasury stock) and 5,278,237 shares in treasury. Duyuru • Sep 01
Nagase & Co., Ltd. to Report Q2, 2026 Results on Nov 06, 2025 Nagase & Co., Ltd. announced that they will report Q2, 2026 results on Nov 06, 2025 Duyuru • May 31
Nagase & Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025 Nagase & Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025 Duyuru • May 08
Nagase & Co., Ltd., Annual General Meeting, Jun 18, 2025 Nagase & Co., Ltd., Annual General Meeting, Jun 18, 2025. Duyuru • Mar 01
Nagase & Co., Ltd. to Report Fiscal Year 2025 Results on May 08, 2025 Nagase & Co., Ltd. announced that they will report fiscal year 2025 results on May 08, 2025 Duyuru • Jan 23
Nagase & Co., Ltd. Announces Board Changes NAGASE & CO., LTD. announced the following changes of Representative Director, Directors, Audit & Supervisory Board Members and Executive Officers, which were approved at Board of Directors' meeting on January 23, 2025. Representative Director (Effective as of the day of the 110th General Shareholders' Meeting in June): Reason for changes- Due to the further enhancement of corporate value based on a new management structure. Details of changes- Resignation- Masaya Ikemoto Representative Director; Directors (Effective as of the day of the 110th General Shareholders' Meeting in June): Kenji Asakura - Representative Director, Chairman; Hiroyuki Ueshima - Representative Director, President and CEO; Masatoshi Kamada - Director; Tamotsu Isobe - Director; Hiroshi Nagase - Director, Senior Adviser; Ritsuko Nonomiya - Outside Director; Noriaki Horikiri - Outside Director; Toshiaki Mikoshiba - Outside Director. Appointment: Director Yoshihisa Shimizu; Resignation: Representative Director Masaya Ikemoto; Audit & Supervisory Board Members (Effective as of the day of the 110th General Shareholders' Meeting in June): Appointment: Audit & Supervisory Board Member Takanori Yamauchi; Resignation: Audit & Supervisory Board Member Masanori Furukawa; No changes for following Audit & Supervisory Board Members: Audit & Supervisory Board Member - Akira Takami; Outside Audit & Supervisory Board Member - Masaya Ishida; Outside Audit & Supervisory Board Member (part-time)- Gan Matsui; Executive OfficersEffective as of April 1: Name -New -Present: Hiroyuki Ueshima - President and CEO - President and CEO Senior Managing; Masaya Ikemoto - Executive Vice President- Executive Officer; Masatoshi Kamada - Managing Executive Officer -Managing Executive Officer; Tamotsu Isobe - Executive Officer - Executive Officer; Koichi Sagawa - Executive Officer - Executive Officer; Noriyoshi Yamaoka - Executive Officer - Executive Officer; Yoshihisa Shimizu - Executive Officer - Executive Officer; Xiaoli Liu - Executive Officer - Executive Officer; Kentaro Nagase - Executive Officer - Executive Officer; Kazuhiro Hanba - Executive Officer - Executive Officer; Toshio Wakuda - Executive Officer - Executive Officer. AppointmentEffective as of April 1: Executive Officer- Natsuki Imamura; Executive Officer -Hironao Makise; Executive Officer- Ryuhei Tashima; Executive Officer- Kenji Okino; Executive Officer -Kenichi Kurimoto; Executive Officer- Daiji Matsuoka; ResignationEffective as of March 31: Managing Executive Officer -Naoki Yasuba; Managing Executive Officer -Takanori Yamauchi; Managing Executive Officer -Satoru Fujii; Managing Executive Officer- Donald K. Thorp; Managing Executive Officer- Kusuo Ota; Executive Officer - Eiroku Oki; Executive Officer - Toru Araki. Duyuru • Dec 01
Nagase & Co., Ltd. to Report Q3, 2025 Results on Feb 06, 2025 Nagase & Co., Ltd. announced that they will report Q3, 2025 results on Feb 06, 2025 Duyuru • Nov 22
Nagase & Co., Ltd. (TSE:8012) acquired an unknown minority stake in SAKA NO TOCHU Co., Ltd. Nagase & Co., Ltd. (TSE:8012) acquired an unknown minority stake in SAKA NO TOCHU Co., Ltd. on November 20, 2024.
Nagase & Co., Ltd. (TSE:8012) completed the acquisition of an unknown minority stake in SAKA NO TOCHU Co., Ltd. on November 20, 2024. Reported Earnings • Nov 09
Second quarter 2025 earnings released: EPS: JP¥76.74 (vs JP¥51.14 in 2Q 2024) Second quarter 2025 results: EPS: JP¥76.74 (up from JP¥51.14 in 2Q 2024). Revenue: JP¥241.8b (up 6.9% from 2Q 2024). Net income: JP¥8.56b (up 46% from 2Q 2024). Profit margin: 3.5% (up from 2.6% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Trade Distributors industry in Europe. Duyuru • Nov 06
Nagase & Co., Ltd. (TSE:8012) announces an Equity Buyback for 3,000,000 shares, representing 2.71% for ¥7,000 million. Nagase & Co., Ltd. (TSE:8012) announces a share repurchase program. Under the program, the company will repurchase up to 3,000,000 shares, representing 2.71% of its issued share capital, for ¥7,000 million. The purpose of the program is to implement a share buyback as part of its shareholder return policy under the mid-term management plan ACE 2.0. The program is valid till December 31, 2024. As of October 31, 2024, the company had 110,835,908 outstanding shares and 4,072,377 treasury shares." Board Change • Oct 22
Less than half of directors are independent Following the recent departure of a director, there are only 3 independent directors on the board. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Toshiaki Mikoshiba was the last independent director to join the board, commencing their role in 2023. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.