Reported Earnings • Aug 04
First quarter 2027 earnings released: EPS: JP¥69.28 (vs JP¥45.12 in 1Q 2026) First quarter 2027 results: EPS: JP¥69.28 (up from JP¥45.12 in 1Q 2026). Revenue: JP¥56.1b (up 8.8% from 1Q 2026). Net income: JP¥2.20b (up 48% from 1Q 2026). Profit margin: 3.9% (up from 2.9% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.1% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth. Declared Dividend • Jul 26
Final dividend of JP¥60.00 announced Shareholders will receive a dividend of JP¥60.00. Ex-date: 29th September 2026 Payment date: 2nd December 2026 Dividend yield will be 202%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by earnings (34% earnings payout ratio) but not covered by cash flows (202% cash payout ratio). The dividend has increased by an average of 4.1% 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 68% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Duyuru • Jun 23
Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2027 Results on Aug 04, 2026 Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2027 results on Aug 04, 2026 Valuation Update With 7 Day Price Move • Jun 16
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to €31.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 12x in the Basic Materials industry in Europe. Total returns to shareholders of 46% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €53.73 per share. New Risk • Jun 08
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 German stocks, typically moving 8.3% 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 Dividend is not well covered by cash flows (203% cash payout ratio). Share price has been volatile over the past 3 months (8.3% average weekly change). Board Change • May 27
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. Outside Independent Director Tatsuya Inagawa 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. Duyuru • May 13
Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 25, 2026 Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 25, 2026. Duyuru • May 09
Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2026 Results on May 13, 2026 Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2026 results on May 13, 2026 Duyuru • Jan 28
Sumitomo Osaka Cement Co., Ltd. Announces to Discontinue Operations of the Power Plant Sumitomo Osaka Cement Co., Ltd. announced with respect to the Ako Power Plant, the facility has been operated as a coal-fired power plant and has primarily supplied electricity to the Company's cement plants. However, after careful consideration of the planned commencement of an emissions trading scheme (GX-ETS), the Company resolved at the Board of Directors' meeting held on January 27, 2026 to discontinue operations of the power plant by the end of March 2026. As a result, the Company will record an extraordinary loss of ¥2,905 million as an impairment loss on non-current assets related to the power plant. Duyuru • Dec 27
Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026 Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026 Duyuru • Sep 10
Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2026 Results on Nov 11, 2025 Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2026 results on Nov 11, 2025 Duyuru • Jul 02
Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2026 Results on Aug 05, 2025 Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2026 results on Aug 05, 2025 Duyuru • May 16
Sumitomo Osaka Cement Co., Ltd. Announces Dividend for the Fiscal Year March 31, 2025, Payable on June 27, 2025; Provides Dividend Guidance for the Second Quarter and Fiscal Year Ending March, 31 2026 Sumitomo Osaka Cement Co., Ltd. announced a dividend of JPY 60.00 per share for the Fiscal Year March 31, 2025 as compared to JPY 60.00 per share paid a year ago. Scheduled date to commence dividend payments is June 27, 2025.
The company provided dividend guidance for the second quarter and fiscal Year Ending March, 31 2026. For the second quarter, the company expects to pay a dividend of JPY 60.00 per share as compared to JPY 60.00 per share paid a year ago.
For the fiscal Year Ending March, 31 2026, the company expects to pay a dividend of JPY 60.00 per share as compared to JPY 60.00 per share paid a year ago. Duyuru • May 14
Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces an Equity Buyback for 1,500,000 shares, representing 4.54% for ¥5,000 million. Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 4.54% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to return profits to shareholders by improving capital efficiency. The program will continue through September 30, 2025. As of March 31, 2025, the company had 33,063,062 issued shares (excluding treasury stock) and 173,955 treasury shares. Duyuru • Mar 05
Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2025 Results on May 13, 2025 Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2025 results on May 13, 2025 Duyuru • Dec 05
Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025 Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025 Reported Earnings • Nov 16
Second quarter 2025 earnings released: EPS: JP¥7.74 (vs JP¥20.29 in 2Q 2024) Second quarter 2025 results: EPS: JP¥7.74 (down from JP¥20.29 in 2Q 2024). Revenue: JP¥55.4b (down 2.9% from 2Q 2024). Net income: JP¥257.0m (down 63% from 2Q 2024). Profit margin: 0.5% (down from 1.2% in 2Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Basic Materials industry in Europe. 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 8% per year, which means it is significantly lagging earnings. Valuation Update With 7 Day Price Move • Nov 14
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to €18.70, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Basic Materials industry in Europe. Total loss to shareholders of 17% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €29.97 per share. Upcoming Dividend • Sep 20
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.2%). Duyuru • Aug 28
Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2025 Results on Nov 12, 2024 Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2025 results on Nov 12, 2024 Reported Earnings • Aug 09
First quarter 2025 earnings released: EPS: JP¥20.17 (vs JP¥151 in 1Q 2024) First quarter 2025 results: EPS: JP¥20.17 (down from JP¥151 in 1Q 2024). Revenue: JP¥53.2b (flat on 1Q 2024). Net income: JP¥686.0m (down 87% from 1Q 2024). Profit margin: 1.3% (down from 9.8% in 1Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings. Declared Dividend • Jul 11
Final dividend of JP¥60.00 announced Shareholders will receive a dividend of JP¥60.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 272%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 9.1% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 27% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Duyuru • Jun 29
Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2025 Results on Aug 06, 2024 Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2025 results on Aug 06, 2024 Reported Earnings • May 19
Full year 2024 earnings released: EPS: JP¥448 (vs JP¥167 loss in FY 2023) Full year 2024 results: EPS: JP¥448 (up from JP¥167 loss in FY 2023). Revenue: JP¥222.5b (up 8.7% from FY 2023). Net income: JP¥15.3b (up JP¥21.1b from FY 2023). Profit margin: 6.9% (up from net loss in FY 2023). Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 30% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings. Duyuru • May 16
Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2024 Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 26, 2024. Duyuru • May 15
Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces an Equity Buyback for 1,500,000 shares, representing 4.37% for ¥5,000 million. Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces a share repurchase program. Under the program, the company will repurchase up to 1,500,000 shares, representing 4.37% of its issued share capital (excluding treasury stock), for a total purchase price of ¥5,000 million. The purpose of the program is to return profits to shareholders by improving capital efficiency. The program will continue through August 30, 2024. As of March 31, 2024, the company had 34,287,766 issued shares (excluding treasury stock) and 41,751 treasury shares. Duyuru • Apr 03
Sumitomo Osaka Cement Co., Ltd.(TSE:5232) dropped from Nikkei 225 Index Sumitomo Osaka Cement Co., Ltd. has been removed from Nikkei 225 Index. Duyuru • Mar 28
Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024 Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024 Upcoming Dividend • Mar 21
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 62% but the company is not cash flow positive. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.9%). In line with average of industry peers (3.3%). Buy Or Sell Opportunity • Feb 14
Now 21% undervalued Over the last 90 days, the stock has risen 4.7% to €22.20. The fair value is estimated to be €27.93, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.3% over the last 3 years. Meanwhile, the company has become profitable. For the next 3 years, revenue is forecast to grow by 4.3% per annum. Earnings are also forecast to grow by 20% per annum over the same time period. Reported Earnings • Feb 11
Third quarter 2024 earnings released: EPS: JP¥138 (vs JP¥35.17 in 3Q 2023) Third quarter 2024 results: EPS: JP¥138 (up from JP¥35.17 in 3Q 2023). Revenue: JP¥57.7b (up 5.2% from 3Q 2023). Net income: JP¥4.73b (up 292% from 3Q 2023). Profit margin: 8.2% (up from 2.2% in 3Q 2023). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings. Duyuru • Dec 24
Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024 Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024 Reported Earnings • Nov 10
Second quarter 2024 earnings released: EPS: JP¥20.29 (vs JP¥52.60 loss in 2Q 2023) Second quarter 2024 results: EPS: JP¥20.29 (up from JP¥52.60 loss in 2Q 2023). Revenue: JP¥57.0b (up 14% from 2Q 2023). Net income: JP¥695.0m (up JP¥2.50b from 2Q 2023). Profit margin: 1.2% (up from net loss in 2Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance. Duyuru • Sep 29
Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2024 Results on Nov 09, 2023 Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2024 results on Nov 09, 2023 Upcoming Dividend • Sep 21
Upcoming dividend of JP¥60.00 per share at 3.1% yield Eligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. The company is paying out more than 100% of its profits and is cash flow negative. Trailing yield: 3.1%. Lower than top quartile of German dividend payers (4.8%). In line with average of industry peers (3.4%). Reported Earnings • Aug 09
First quarter 2024 earnings released: EPS: JP¥151 (vs JP¥32.19 loss in 1Q 2023) First quarter 2024 results: EPS: JP¥151 (up from JP¥32.19 loss in 1Q 2023). Revenue: JP¥52.8b (up 16% from 1Q 2023). Net income: JP¥5.18b (up JP¥6.29b from 1Q 2023). Profit margin: 9.8% (up from net loss in 1Q 2023). Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance. Duyuru • Aug 03
Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2024 Results on Aug 08, 2023 Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2024 results on Aug 08, 2023 Buying Opportunity • Jul 05
Now 21% undervalued after recent price drop Over the last 90 days, the stock is down 7.2%. The fair value is estimated to be €29.34, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 9.5% over the last 3 years. Meanwhile, the company became loss making. Reported Earnings • May 14
Full year 2023 earnings released: JP¥167 loss per share (vs JP¥263 profit in FY 2022) Full year 2023 results: JP¥167 loss per share (down from JP¥263 profit in FY 2022). Revenue: JP¥204.7b (up 11% from FY 2022). Net loss: JP¥5.72b (down 159% from profit in FY 2022). Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 53% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Duyuru • May 13
Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2023 Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2023. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥60.00 per share at 3.2% yield Eligible shareholders must have bought the stock before 30 March 2023. Payment date: 29 June 2023. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (4.7%). In line with average of industry peers (3.5%). Reported Earnings • Feb 13
Third quarter 2023 earnings released: EPS: JP¥35.17 (vs JP¥60.77 in 3Q 2022) Third quarter 2023 results: EPS: JP¥35.17 (down from JP¥60.77 in 3Q 2022). Revenue: JP¥54.8b (up 14% from 3Q 2022). Net income: JP¥1.21b (down 46% from 3Q 2022). Profit margin: 2.2% (down from 4.7% in 3Q 2022). Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Basic Materials industry in Europe. Over the last 3 years on average, earnings per share has fallen by 31% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings. Duyuru • Jan 14
Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2023 Results on Feb 09, 2023 Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2023 results on Feb 09, 2023 Board Change • Nov 16
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. Outside Independent Director Tatsuya Inagawa 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. Duyuru • Oct 02
Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2023 Results on Nov 09, 2022 Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2023 results on Nov 09, 2022 Upcoming Dividend • Sep 22
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 75% but the company is not cash flow positive. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (4.4%). Reported Earnings • Aug 11
First quarter 2023 earnings released: JP¥32.19 loss per share (vs JP¥73.83 profit in 1Q 2022) First quarter 2023 results: JP¥32.19 loss per share (down from JP¥73.83 profit in 1Q 2022). Revenue: JP¥45.5b (up 3.9% from 1Q 2022). Net loss: JP¥1.11b (down 140% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 11%, compared to a 4.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has fallen by 12% per year, which means it is significantly lagging earnings. Duyuru • Jul 01
Sumitomo Osaka Cement Co., Ltd. to Report Q1, 2023 Results on Aug 09, 2022 Sumitomo Osaka Cement Co., Ltd. announced that they will report Q1, 2023 results on Aug 09, 2022 Reported Earnings • May 15
Full year 2022 earnings released: EPS: JP¥263 (vs JP¥305 in FY 2021) Full year 2022 results: EPS: JP¥263 (down from JP¥305 in FY 2021). Revenue: JP¥184.2b (down 23% from FY 2021). Net income: JP¥9.67b (down 18% from FY 2021). Profit margin: 5.3% (up from 4.9% in FY 2021). Over the next year, revenue is forecast to grow 8.5%, compared to a 8.4% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Duyuru • May 14
Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2022 Sumitomo Osaka Cement Co., Ltd., Annual General Meeting, Jun 28, 2022. Board Change • Apr 27
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. Outside Independent Director Tatsuya Inagawa 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. Valuation Update With 7 Day Price Move • Apr 20
Investor sentiment improved over the past week After last week's 19% share price gain to €27.20, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 10x in the Basic Materials industry in Europe. Total loss to shareholders of 16% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €39.55 per share. Duyuru • Apr 08
Sumitomo Osaka Cement Co., Ltd. to Report Fiscal Year 2022 Results on May 12, 2022 Sumitomo Osaka Cement Co., Ltd. announced that they will report fiscal year 2022 results on May 12, 2022 Upcoming Dividend • Mar 23
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 3.5%. Lower than top quartile of German dividend payers (3.6%). In line with average of industry peers (3.7%). Reported Earnings • Feb 11
Third quarter 2022 earnings: EPS in line with expectations, revenues disappoint Third quarter 2022 results: EPS: JP¥60.77 (down from JP¥94.59 in 3Q 2021). Revenue: JP¥47.9b (down 25% from 3Q 2021). Net income: JP¥2.25b (down 38% from 3Q 2021). Profit margin: 4.7% (down from 5.7% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 1.9%. Over the next year, revenue is expected to shrink by 3.9% compared to a 9.8% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings. Duyuru • Nov 27
Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces an Equity Buyback for 3,500,000 shares, representing 9.41% for ¥10,000 million. Sumitomo Osaka Cement Co., Ltd. (TSE:5232) announces a share repurchase program. Under the program, the company will repurchase up to 3,500,000 shares, representing 9.41% of its issued share capital (excluding treasury stock), for a total purchase price of ¥10,000 million. The purpose of the program is to return profits to shareholders by improving capital efficiency. The program will continue through June 30, 2022. As of September 30, 2021, the company had 37,200,767 issued shares (excluding treasury stock) and 42,450 treasury shares. Reported Earnings • Nov 12
Second quarter 2022 earnings released: EPS JP¥88.31 (vs JP¥66.98 in 2Q 2021) The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2022 results: Revenue: JP¥45.3b (down 24% from 2Q 2021). Net income: JP¥3.29b (up 27% from 2Q 2021). Profit margin: 7.2% (up from 4.3% in 2Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 15% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings. Upcoming Dividend • Sep 22
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 3.8%. Within top quartile of German dividend payers (3.2%). Higher than average of industry peers (3.0%). Reported Earnings • Aug 06
First quarter 2022 earnings released: EPS JP¥73.83 (vs JP¥49.73 in 1Q 2021) The company reported a decent first quarter result with improved earnings and profit margins, although revenues were weaker. First quarter 2022 results: Revenue: JP¥43.8b (down 16% from 1Q 2021). Net income: JP¥2.76b (up 44% from 1Q 2021). Profit margin: 6.3% (up from 3.7% in 1Q 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings. Reported Earnings • May 16
Full year 2021 earnings released: EPS JP¥305 (vs JP¥283 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¥239.3b (down 2.4% from FY 2020). Net income: JP¥11.7b (up 7.3% from FY 2020). Profit margin: 4.9% (up from 4.5% in FY 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has fallen by 15% per year, which means it is performing significantly worse than earnings. Upcoming Dividend • Mar 23
Upcoming dividend of JP¥60.00 per share Eligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 3.2%. Lower than top quartile of German dividend payers (3.3%). Higher than average of industry peers (2.9%). Is New 90 Day High Low • Feb 15
New 90-day high: €28.60 The company is up 6.0% from its price of €27.00 on 17 November 2020. The German market is up 10.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 8.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €48.82 per share. Reported Earnings • Feb 12
Third quarter 2021 earnings released: EPS JP¥94.60 (vs JP¥82.07 in 3Q 2020) The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥63.6b (up 2.4% from 3Q 2020). Net income: JP¥3.65b (up 15% from 3Q 2020). Profit margin: 5.7% (up from 5.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 7% per year. Analyst Estimate Surprise Post Earnings • Feb 12
Revenue beats expectations Revenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to stay flat compared to a 3.9% growth forecast for the Basic Materials industry in Germany. Duyuru • Jan 12
Sumitomo Osaka Cement Co., Ltd. to Report Q3, 2021 Results on Feb 09, 2021 Sumitomo Osaka Cement Co., Ltd. announced that they will report Q3, 2021 results on Feb 09, 2021 Is New 90 Day High Low • Dec 22
New 90-day low: €22.80 The company is down 21% from its price of €29.00 on 23 September 2020. The German market is up 6.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 13% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €47.03 per share. Is New 90 Day High Low • Nov 28
New 90-day low: €25.40 The company is down 6.0% from its price of €27.00 on 28 August 2020. The German market is up 3.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 10.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €38.49 per share. Reported Earnings • Nov 11
Second quarter 2021 earnings released: EPS JP¥66.98 The company reported a decent second quarter result with improved earnings and profit margins, although revenues were weaker. Second quarter 2021 results: Revenue: JP¥59.8b (down 1.9% from 2Q 2020). Net income: JP¥2.58b (up 5.4% from 2Q 2020). Profit margin: 4.3% (up from 4.0% in 2Q 2020). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 11% per year whereas the company’s share price has fallen by 9% per year. Analyst Estimate Surprise Post Earnings • Nov 11
Revenue beats expectations Revenue exceeded analyst estimates by 1.9%. Over the next year, revenue is forecast to stay flat compared to a 2.4% growth forecast for the Basic Materials industry in Germany. Is New 90 Day High Low • Oct 21
New 90-day low: €26.20 The company is down 12% from its price of €29.80 on 22 July 2020. The German market is down 1.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is down 2.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €36.49 per share. Duyuru • Oct 08
Sumitomo Osaka Cement Co., Ltd. to Report Q2, 2021 Results on Nov 10, 2020 Sumitomo Osaka Cement Co., Ltd. announced that they will report Q2, 2021 results on Nov 10, 2020