Valuation Update With 7 Day Price Move • Apr 30
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to €16.80, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 28x in the Electronic industry in Germany. Total returns to shareholders of 87% over the past year. Buy Or Sell Opportunity • Apr 28
Now 23% overvalued after recent price rise Over the last 90 days, the stock has risen 24% to €17.00. The fair value is estimated to be €13.80, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 15%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 22% in the next 2 years. Declared Dividend • Mar 04
First half dividend of JP¥50.00 announced Shareholders will receive a dividend of JP¥50.00. Ex-date: 29th June 2026 Payment date: 29th September 2026 Dividend yield will be 326%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (21% earnings payout ratio) and cash flows (43% cash payout ratio). The dividend has increased by an average of 25% 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 31% over the next 3 years, which should provide support to the dividend and adequate earnings cover. New Risk • Feb 15
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 8.0% 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. This is currently the only risk that has been identified for the company. Reported Earnings • Feb 10
Second quarter 2026 earnings released: EPS: JP¥71.18 (vs JP¥50.45 in 2Q 2025) Second quarter 2026 results: EPS: JP¥71.18 (up from JP¥50.45 in 2Q 2025). Revenue: JP¥10.1b (up 23% from 2Q 2025). Net income: JP¥1.02b (up 41% from 2Q 2025). Profit margin: 10% (up from 8.8% in 2Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.3% p.a. on average during the next 3 years, compared to a 7.0% growth forecast for the Electronic industry in Germany. Buy Or Sell Opportunity • Jan 19
Now 21% undervalued Over the last 90 days, the stock has risen 28% to €13.10. The fair value is estimated to be €16.62, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has grown by 11%. Revenue is forecast to grow by 13% in 2 years. Earnings are forecast to grow by 22% in the next 2 years. Upcoming Dividend • Dec 22
Upcoming dividend of JP¥44.00 per share Eligible shareholders must have bought the stock before 29 December 2025. Payment date: 04 March 2026. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 3.8%. Lower than top quartile of German dividend payers (4.5%). Higher than average of industry peers (1.9%). Duyuru • Dec 04
Suzuki Co.,Ltd. to Report Q2, 2026 Results on Feb 09, 2026 Suzuki Co.,Ltd. announced that they will report Q2, 2026 results on Feb 09, 2026 Valuation Update With 7 Day Price Move • Dec 03
Investor sentiment improves as stock rises 23% After last week's 23% share price gain to €12.50, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 29x in the Electronic industry in Germany. Total returns to shareholders of 40% over the past year. Reported Earnings • Nov 17
First quarter 2026 earnings released: EPS: JP¥60.41 (vs JP¥54.16 in 1Q 2025) First quarter 2026 results: EPS: JP¥60.41 (up from JP¥54.16 in 1Q 2025). Revenue: JP¥9.18b (up 15% from 1Q 2025). Net income: JP¥867.0m (up 12% from 1Q 2025). Profit margin: 9.4% (in line with 1Q 2025). Revenue is forecast to grow 5.7% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electronic industry in Germany. Declared Dividend • Oct 06
Final dividend of JP¥44.00 announced Shareholders will receive a dividend of JP¥44.00. Ex-date: 29th December 2025 Payment date: 4th March 2026 Dividend yield will be 434%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is well covered by both earnings (43% earnings payout ratio) and cash flows (48% cash payout ratio). The dividend has increased by an average of 23% 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 22% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Duyuru • Sep 02
Suzuki Co.,Ltd. to Report Q1, 2026 Results on Nov 13, 2025 Suzuki Co.,Ltd. announced that they will report Q1, 2026 results on Nov 13, 2025 Reported Earnings • Aug 10
Full year 2025 earnings released: EPS: JP¥192 (vs JP¥158 in FY 2024) Full year 2025 results: EPS: JP¥192 (up from JP¥158 in FY 2024). Revenue: JP¥33.3b (up 20% from FY 2024). Net income: JP¥2.76b (up 22% from FY 2024). Profit margin: 8.3% (up from 8.2% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.5% p.a. on average during the next 2 years, compared to a 6.9% growth forecast for the Electronic industry in Germany. Duyuru • Aug 08
Suzuki Co.,Ltd., Annual General Meeting, Sep 26, 2025 Suzuki Co.,Ltd., Annual General Meeting, Sep 26, 2025. Upcoming Dividend • Jun 20
Upcoming dividend of JP¥45.00 per share Eligible shareholders must have bought the stock before 27 June 2025. Payment date: 30 September 2025. Payout ratio is a comfortable 43% and this is well supported by cash flows. Trailing yield: 4.5%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (2.1%). Duyuru • Jun 03
Suzuki Co.,Ltd. to Report Fiscal Year 2025 Results on Aug 08, 2025 Suzuki Co.,Ltd. announced that they will report fiscal year 2025 results on Aug 08, 2025 Declared Dividend • May 20
Dividend of JP¥45.00 announced Shareholders will receive a dividend of JP¥45.00. Ex-date: 27th June 2025 Payment date: 30th September 2025 Dividend yield will be 481%, which is higher than the industry average of 1.4%. Sustainability & Growth Dividend is covered by both earnings (23% earnings payout ratio) and cash flows (73% cash payout ratio). The dividend has increased by an average of 22% 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 36% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • May 19
Third quarter 2025 earnings released: EPS: JP¥37.83 (vs JP¥29.97 in 3Q 2024) Third quarter 2025 results: EPS: JP¥37.83 (up from JP¥29.97 in 3Q 2024). Revenue: JP¥8.29b (up 18% from 3Q 2024). Net income: JP¥543.0m (up 26% from 3Q 2024). Profit margin: 6.6% (up from 6.1% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 8.5% growth forecast for the Electronic industry in Germany. Duyuru • Mar 28
Suzuki Co.,Ltd. to Report Q3, 2025 Results on May 14, 2025 Suzuki Co.,Ltd. announced that they will report Q3, 2025 results on May 14, 2025 Reported Earnings • Feb 11
Second quarter 2025 earnings released: EPS: JP¥50.45 (vs JP¥33.89 in 2Q 2024) Second quarter 2025 results: EPS: JP¥50.45 (up from JP¥33.89 in 2Q 2024). Revenue: JP¥8.24b (up 23% from 2Q 2024). Net income: JP¥724.0m (up 49% from 2Q 2024). Profit margin: 8.8% (up from 7.2% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.9% p.a. on average during the next 3 years, compared to a 8.7% growth forecast for the Electronic industry in Germany. Duyuru • Dec 03
Suzuki Co.,Ltd. to Report Q2, 2025 Results on Feb 11, 2025 Suzuki Co.,Ltd. announced that they will report Q2, 2025 results on Feb 11, 2025 Reported Earnings • Nov 14
First quarter 2025 earnings released: EPS: JP¥54.16 (vs JP¥38.09 in 1Q 2024) First quarter 2025 results: EPS: JP¥54.16 (up from JP¥38.09 in 1Q 2024). Revenue: JP¥8.01b (up 25% from 1Q 2024). Net income: JP¥777.0m (up 42% from 1Q 2024). Profit margin: 9.7% (up from 8.5% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.7% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Reported Earnings • Oct 03
Full year 2024 earnings released: EPS: JP¥158 (vs JP¥136 in FY 2023) Full year 2024 results: EPS: JP¥158 (up from JP¥136 in FY 2023). Revenue: JP¥27.7b (up 5.1% from FY 2023). Net income: JP¥2.27b (up 16% from FY 2023). Profit margin: 8.2% (up from 7.4% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Board Change • Oct 03
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 Kumiko Hinokuma was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.