In today’s briefing:
- T&D Holdings (8795) – A Really Good Look (Divs Up, Big Buyback, Good Historical Stats)
- Oisix ra daichi (3182 JP): Q3 FY03/25 flash update
T&D Holdings (8795) – A Really Good Look (Divs Up, Big Buyback, Good Historical Stats)
- Yesterday, post-close, T&D Holdings (8795 JP) announced ¥40 for 31-Mar-25 FY-end dividend (¥80/yr) and ¥120/share/year in the year to March 2026 on a higher planned payout ratio.
- The company also announced guidance for Adjusted Profit for 2025 at ¥130bn (up), and guidance for March 2026 at ¥140bn (lower growth than this past year).
- They announced the current ¥50bn buyback was 87.5% complete (they have until 13 May to complete) and a new buyback starting 19 May to spend up to ¥100bn over 10.5mos.
Oisix ra daichi (3182 JP): Q3 FY03/25 flash update
- In January 2024, SHiDAX Corporation was consolidated as a subsidiary, boosting sales and EBITDA in Q4 FY03/24.
- Cumulative Q3 FY03/25 progress rates: 75.9% sales, 93.7% EBITDA, 84.4% operating profit, 110.5% net income.
- B2C Subscription sales decreased YoY, but segment profit increased due to higher ARPU and cost-efficient acquisitions.
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