Japan Experts, Extraordinary Performance, Astris Advisory Japan

Astris Advisory Japan

Japan Experts, Extraordinary Performance

Our Corporate Advisory service is designed to give clients access to a wider range of investors. These include Japan specialists as well as global investors. The goal is to help achieve a fair equity valuation.

Equity Bottom-Up

<ul><li>FY12/24 sales rose 3.8% YoY to ¥293.31bn while operating profit dropped -22.3% to ¥9.49bn, surpassing previously revised down forecasts.</li><li>Sales growth was boosted by the weak yen. However, the rise was limited by slowing auto production by Japanese, US and European carmakers in China and the impact from new model certification irregularities discovered at domestic automakers in Japan.</li><li>OP was hit by rising costs, especially labor. However, the company is expecting a sharp rebound in OP growth in FY12/25 thanks to starting production of new products in Japan, a recovery in customers’ China output and starting to pass on rises in labor and energy costs, rather than only aluminum price fluctuations.</li></ul>

FY12/24 sales rose 3.8% YoY to ¥293.31bn while operating profit dropped -22.3% to ¥9.49bn, surpassing previously revised down forecasts.Sales growth was boosted by the weak yen. However, the rise was limited by slowing auto production by Japanese, US and European carmakers in China and the impact from new model certification irregularities discovered at domestic automakers in Japan.OP was hit by rising costs, especially labor. However, the company is expecting a sharp rebound in OP growth in FY12/25 thanks to starting production of new products in Japan, a recovery in customers’ China output and starting to pass on rises in labor and energy costs, rather than only aluminum price fluctuations.

Ryobi (5851 JP) - OP Recovery Expected in FY12/25

<ul>
<li>Ryobi is a leading Japanese manufacturer of die casts, predominantly serving the global auto industry, with an estimated top domestic share of about 20%.</li>
<li>As the transition out of internal combustion engines (ICE) and into battery electric-powered vehicles (BEV) gathers pace, Ryobi is well placed to capitalize on the demand for lightweight aluminum auto parts, including chassis, e-axle, and battery cases, door frame hinges, and many more parts.</li>
<li>Although meeting demand generated by this once-in-a -lifetime industrial transformation requires capital expenditures, the company is also focused on improving operating margins over the long term and enhancing shareholder returns, keen to raise its PBR to 1x.</li>
</ul>


Ryobi is a leading Japanese manufacturer of die casts, predominantly serving the global auto industry, with an estimated top domestic share of about 20%.
As the transition out of internal combustion engines (ICE) and into battery electric-powered vehicles (BEV) gathers pace, Ryobi is well placed to capitalize on the demand for lightweight aluminum auto parts, including chassis, e-axle, and battery cases, door frame hinges, and many more parts.
Although meeting demand generated by this once-in-a -lifetime industrial transformation requires capital expenditures, the company is also focused on improving operating margins over the long term and enhancing shareholder returns, keen to raise its PBR to 1x.


Ryobi (5851) - Global Growth Opportunities from Auto Industry Transformation

Japan

Ryobi Ltd manufactures die casting for autos.  The Company's products include plastic products, printing presses, office furniture, electric appliances, home equipment, medical instruments, and sport and recreational articles.  The Company also operates in US and Europe.

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Ryobi Ltd (5851 JP)

Ryobi (5851 JP) - OP Recovery Expected in FY12/25

FY12/24 sales rose 3.8% YoY to ¥293.31bn while operating profit dropped -22.3% to ¥9.49bn, surpassing previously revised down forecasts.

Astris Advisory Japan

Ryobi (5851) - Global Growth Opportunities from Auto Industry Transformation

Ryobi is a leading Japanese manufacturer of die casts, predominantly serving the global auto industry, with an estimated top domestic share of...

Astris Advisory Japan

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)