Strong Balance SheetKunimine's extremely high equity ratio and negligible leverage materially reduce solvency and refinancing risk. This durable capital structure supports continued investment in plant or product quality, cushions cyclicality in industrial demand, and preserves strategic optionality over the next several quarters.

Healthy MarginsConsistently robust gross and positive net margins reflect effective cost control and value capture in bentonite processing. Margin durability helps absorb input cost swings, sustain returns on incremental sales, and underpins long-term cash generation even if top-line growth moderates.

Niche Product SpecializationSpecialization in bentonite and clay-derived functional additives creates technical expertise and embedded customer relationships across industrial end-markets. That product focus supports recurring demand from manufacturers needing tailored grades, aiding steady revenue generation and defensibility versus commodity competitors.

Bears Say

Weak Cash ConversionA sharp drop in operating cash flow and large negative swing in free cash flow growth indicate challenges turning reported profits into spendable cash. This reduces flexibility for capex, working capital swings, or higher dividends, and increases vulnerability if industrial customers delay payments or demand softens.

Modest Recent Revenue And Operational GapNear-flat recent revenue and relatively weaker EBIT margin versus peers suggest limited near-term top-line momentum and room for efficiency gains. Sustained low growth constrains scale advantages and may pressure margins longer term if the company cannot improve operations or expand into higher-value applications.

Limited Investor DisclosureSparse public disclosure and lack of detailed earnings-call commentary reduce transparency for investors and make forecasting harder. Over multiple quarters this can impair external accountability, slow market recognition of strategic changes, and hinder trust during periods where operational execution matters most.

5388 FAQ

What was Kunimine Industries Co., Ltd’s price range in the past 12 months?

Kunimine Industries Co., Ltd lowest stock price was ¥981.00 and its highest was ¥1375.00 in the past 12 months.

What is Kunimine Industries Co., Ltd’s market cap?

Kunimine Industries Co., Ltd’s market cap is ¥17.44B.

When is Kunimine Industries Co., Ltd’s upcoming earnings report date?

Kunimine Industries Co., Ltd’s upcoming earnings report date is May 08, 2026 which is in 79 days.

How were Kunimine Industries Co., Ltd’s earnings last quarter?

Kunimine Industries Co., Ltd released its earnings results on Jan 30, 2026. The company reported ¥35.47 earnings per share for the quarter, beating the consensus estimate of N/A by ¥35.47.

Is Kunimine Industries Co., Ltd overvalued?

According to Wall Street analysts Kunimine Industries Co., Ltd’s price is currently Overvalued. Get more investment ideas with TipRanks Premium

Does Kunimine Industries Co., Ltd pay dividends?

Kunimine Industries Co., Ltd pays a Semiannually dividend of ¥25 which represents an annual dividend yield of 3.47%. See more information on Kunimine Industries Co., Ltd dividends here

What is Kunimine Industries Co., Ltd’s EPS estimate?

Kunimine Industries Co., Ltd’s EPS estimate for its next earnings report is not yet available.

How many shares outstanding does Kunimine Industries Co., Ltd have?

Kunimine Industries Co., Ltd has 14,450,000 shares outstanding.

What happened to Kunimine Industries Co., Ltd’s price movement after its last earnings report?

Kunimine Industries Co., Ltd reported an EPS of ¥35.47 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went up 0.23%.

Which hedge fund is a major shareholder of Kunimine Industries Co., Ltd?

Currently, no hedge funds are holding shares in JP:5388

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

Kunimine Industries Co., Ltd

Kunimine Industries Co., Ltd (5388) is a leading Japanese company specializing in the production and supply of industrial minerals, particularly those derived from clay and non-metallic minerals. The company operates primarily in the sectors of ceramics, electronics, and construction materials, offering a diverse range of products including high-performance clay minerals, kaolin, and various specialty materials tailored for specific industrial applications.