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Taiyo Holdings Co., Ltd. (JP:4626)
:4626
Japanese Market
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Taiyo Holdings Co., Ltd. (4626) Price & Analysis

1 Followers

4626 Stock Chart & Stats

¥7540.00
-¥115.00(-2.69%)
At close: 4:00 PM EST
¥7540.00
-¥115.00(-2.69%)

Bulls Say, Bears Say

Bulls Say
Sustained Revenue AccelerationTwo consecutive years of mid-teens revenue growth after a flat year indicate structural demand recovery and stronger market penetration for its PCB materials. Durable top-line momentum supports better capacity utilization, recurring production-linked sales, and a steadier base for reinvestment and margin stability over months.
Material Margin ExpansionA large step-up in operating and net margins reflects improved pricing, product mix, or operational leverage in core electronic-materials. Higher sustainable profitability enhances internal cash generation, increases buffer against cyclical swings, and allows funding of capex or deleveraging without relying solely on external financing.
Stronger Cash GenerationRobust operating and free cash flows in 2026 indicate the business can convert profits into cash at scale, supporting dividends, capex, and debt reduction. While conversion varied historically, the recent high OCF/FCF levels point to improved working-capital management and durable internal funding capacity over the medium term.
Bears Say
Volatile Cash Conversion And EarningsThe company’s cash conversion has swung materially year-to-year, driven by working-capital and capex variability. Such volatility can impede reliable funding for growth, dividends, or debt paydown, and raises execution risk: strong reported profit years may not consistently translate into free cash for strategic uses.
Sizable Absolute Debt RemainsAlthough leverage improved to ~0.49 in 2026, the company still carries meaningful absolute debt and has a history of higher leverage. If margins or cash flow reverse, servicing and refinancing risks could pressure flexibility, constraining investment or forcing more conservative capital allocation over months.
Dependence On PCB/electronics DemandRevenue is concentrated in solder resist and related PCB materials, tying performance to the cyclical electronics and PCB manufacturing cycles. Structural shifts in end-market demand, technology transitions in PCB manufacturing, or customer concentration could materially affect sales durability across a multi-month horizon.

Taiyo Holdings Co., Ltd. News

4626 FAQ

What was Taiyo Holdings Co., Ltd.’s price range in the past 12 months?
Taiyo Holdings Co., Ltd. lowest stock price was ¥2442.50 and its highest was ¥6275.00 in the past 12 months.
    What is Taiyo Holdings Co., Ltd.’s market cap?
    Taiyo Holdings Co., Ltd.’s market cap is ¥565.31B.
      When is Taiyo Holdings Co., Ltd.’s upcoming earnings report date?
      Taiyo Holdings Co., Ltd.’s upcoming earnings report date is Aug 05, 2026 which is in 88 days.
        How were Taiyo Holdings Co., Ltd.’s earnings last quarter?
        Taiyo Holdings Co., Ltd. released its earnings results on May 06, 2026. The company reported ¥58.99 earnings per share for the quarter, beating the consensus estimate of N/A by ¥58.99.
          Is Taiyo Holdings Co., Ltd. overvalued?
          According to Wall Street analysts Taiyo Holdings Co., Ltd.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Taiyo Holdings Co., Ltd. pay dividends?
            Taiyo Holdings Co., Ltd. pays a Semiannually dividend of ¥72.5 which represents an annual dividend yield of 3.26%. See more information on Taiyo Holdings Co., Ltd. dividends here
              What is Taiyo Holdings Co., Ltd.’s EPS estimate?
              Taiyo Holdings Co., Ltd.’s EPS estimate for its next earnings report is not yet available.
              How many shares outstanding does Taiyo Holdings Co., Ltd. have?
              Taiyo Holdings Co., Ltd. has 116,839,615 shares outstanding.
                What happened to Taiyo Holdings Co., Ltd.’s price movement after its last earnings report?
                Taiyo Holdings Co., Ltd. reported an EPS of ¥58.99 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went same 0%.
                  Which hedge fund is a major shareholder of Taiyo Holdings Co., Ltd.?
                  Currently, no hedge funds are holding shares in JP:4626
                  What is the TipRanks Smart Score and how is it calculated?
                  Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                    Company Description

                    Taiyo Holdings Co., Ltd.

                    Taiyo Holdings Co., Ltd., together with its subsidiaries, engages in the electronics materials business worldwide. The company offers printed wiring boards, such as rigid board materials comprising liquid solder resist, legend ink, plating resist, and etching resist; PKG board materials, including liquid and dry film solder resists; flexible printed circuit board materials comprising liquid and dry film solder resists, and dry film photoimageable coverlay; and build-up materials. The company also provides FPD materials; manufactures and sells prescription drugs and pharmaceuticals; manufactures and markets dyes, pigments, and other chemical products; and operates solar power plants. In addition, it engages in the provision of systems engineering services; developments of systems; and food businesses. Further, it offers anisotropic conductive adhesive, photoimageable interlayer insulating materials, stretchable conductive paste, and photo-imageable white dry film solder products. The company was formerly known as Taiyo Ink Mfg. Co., Ltd. and changed its name to Taiyo Holdings Co., Ltd. in October 2010. Taiyo Holdings Co., Ltd. was incorporated in 1953 and is headquartered in Tokyo, Japan.

                    Taiyo Holdings Co., Ltd. (4626) Earnings & Revenues

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