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Rohto Pharmaceutical Co
(4527)
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Rating:72Outperform
Price Target:
¥3,177.00
▲(25.85% Upside)
Action:Reiterated
Date:05/15/26
Overall score is driven primarily by strong fundamentals (growth with solid profitability and manageable leverage), supported by reasonable valuation and a modest dividend yield. The main drag is weaker technical momentum (negative MACD, sub-50 RSI, and price below the 100/200-day averages).
Positive Factors
Consistent revenue growth
Multi-year top-line expansion with sustained mid-single-digit growth and roughly 10% net margins indicates durable demand for core OTC and personal-care products. This trend supports long-term scale benefits, brand leverage, and reinvestment capacity across product lines and geographies.
Negative Factors
Margin compression trend
A multi-year decline in core profitability margins signals structural cost pressure or adverse mix shifts that can erode long-term free cash flow and returns. If persistent, this reduces funding for innovation and weakens resilience to competitive pricing or input-cost shocks.
Read all positive and negative factors
Positive Factors
Negative Factors
Consistent revenue growth
Multi-year top-line expansion with sustained mid-single-digit growth and roughly 10% net margins indicates durable demand for core OTC and personal-care products. This trend supports long-term scale benefits, brand leverage, and reinvestment capacity across product lines and geographies.
Read all positive factors
Rohto Pharmaceutical Co (4527) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥664.56B
Dividend Yield1.61%
Average Volume (3M)643.03K
Price to Earnings (P/E)19.4
Beta (1Y)0.46
Revenue Growth9.67%
EPS Growth-2.92%
CountryJP
Employees9,292
SectorConsumer Defensive
Sector Strength42
IndustryHousehold & Personal Products
Share Statistics
EPS (TTM)151.56
Shares Outstanding236,178,310
10 Day Avg. Volume564,110
30 Day Avg. Volume643,026
Financial Highlights & Ratios
PEG Ratio1.40
Price to Book (P/B)1.80
Price to Sales (P/S)1.58
P/FCF Ratio14.99
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
¥2,950.00Price Target Upside16.85% Upside
Rating ConsensusModerate Buy
Number of Analyst Covering1
EPS Forecast (FY)157.09
Revenue Forecast (FY)¥368.34B
Rohto Pharmaceutical Co Business Overview & Revenue Model
Company Description
Established in Osaka, Japan, in 1899, Rohto Pharmaceutical Co.,Ltd. is a global entity engaged in the development, manufacturing, and marketing of a diverse array of pharmaceutical goods, beauty products, and nutritional supplements. Their compreh...
How the Company Makes Money
Rohto Pharmaceutical makes money primarily by selling branded healthcare and personal care products that it manufactures (or outsources under controlled specifications) and distributes through wholesalers, drugstores/pharmacies, mass retailers, an...
Rohto Pharmaceutical Co Financial Statement Overview
Summary
Income Statement
83
Very Positive
Balance Sheet
79
Positive
Cash Flow
72
Positive
| Breakdown | Mar 2026 | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 343.73B | 308.63B | 270.84B | 238.66B | 199.65B |
| Gross Profit | 182.96B | 169.46B | 154.93B | 135.13B | 114.10B |
| EBITDA | 65.48B | 56.42B | 50.40B | 42.34B | 35.81B |
| Net Income | 34.25B | 31.00B | 30.94B | 26.38B | 21.13B |
Balance Sheet | |||||
| Total Assets | 485.77B | 421.88B | 346.18B | 309.68B | 274.88B |
| Cash, Cash Equivalents and Short-Term Investments | 86.82B | 77.16B | 89.21B | 79.95B | 72.79B |
| Total Debt | 60.24B | 61.23B | 12.81B | 12.88B | 21.72B |
| Total Liabilities | 165.59B | 150.43B | 99.14B | 94.60B | 90.88B |
| Stockholders Equity | 301.83B | 260.10B | 246.33B | 209.57B | 178.40B |
Cash Flow | |||||
| Free Cash Flow | 36.29B | 27.84B | 26.27B | 22.45B | 16.98B |
| Operating Cash Flow | 47.79B | 36.92B | 34.24B | 30.92B | 27.25B |
| Investing Cash Flow | -29.78B | -57.55B | -16.32B | -13.18B | -16.41B |
| Financing Cash Flow | -11.85B | 3.70B | -13.78B | -16.20B | 3.47B |
Rohto Pharmaceutical Co Technical Analysis
Positive
2524.50
Price Trends
2399.68
Positive
2406.91
Positive
2440.27
Positive
Market Momentum
25.41
Negative
71.95
Negative
44.70
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:4527, the sentiment is Positive. The current price of 2524.5 is above the 20-day moving average (MA) of 2433.35, above the 50-day MA of 2399.68, and above the 200-day MA of 2440.27, indicating a bullish trend. The MACD of 25.41 indicates Negative momentum. The RSI at 71.95 is Negative, neither overbought nor oversold. The STOCH value of 44.70 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:4527.
Rohto Pharmaceutical Co Peers Comparison
UnderperformOutperform
Sector (62)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥487.84B | 17.72 | 8.90% | 1.74% | 6.21% | 37.97% | |
74 Outperform | ¥3.31T | 24.59 | 12.16% | 2.36% | 6.19% | 21.69% | |
72 Outperform | ¥664.56B | 19.35 | 12.11% | 1.82% | 9.67% | -2.92% | |
68 Neutral | ¥337.74B | 24.46 | 3.71% | 2.42% | 3.22% | 357.77% | |
62 Neutral | $20.33B | 14.63 | -3.31% | 3.23% | 1.93% | -12.26% | |
61 Neutral | ¥405.89B | 249.66 | 1.46% | 1.92% | 3.71% | -86.23% | |
58 Neutral | ¥1.45T | -70.35 | ― | 1.64% | 4.96% | -1485.59% |
* Consumer Defensive Sector Average
JP:4527
Rohto Pharmaceutical Co
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Rohto Pharmaceutical Co Corporate Events
Rohto Pharmaceutical Lifts Full-Year Earnings Forecast on Strong Overseas Demand
Aug 6, 2026
Rohto Pharmaceutical has raised its consolidated earnings forecast for the fiscal year ending March 31, 2027, reflecting stronger-than-expected performance in its Asia, Japan and Europe segments. The company now expects higher net sales, operating...
Rohto Pharmaceutical Delivers Q1 Sales Growth and Lifts Dividend Outlook
Aug 6, 2026
Rohto Pharmaceutical reported first-quarter consolidated net sales of ¥91.6 billion, up 11.8% year on year, with operating income rising 16.8% to ¥13.7 billion. Despite this growth, ordinary income and profit attributable to owners of pa...
Rohto Pharmaceutical Completes Delayed Acquisition of Thann Oryza
May 29, 2026
Rohto Pharmaceutical has completed the acquisition of shares in Thann Oryza Co., Ltd., formally making the company a subsidiary after a delay attributed to additional time needed for regulatory registrations, approvals and share issuance. The tran...
Rohto Pharmaceutical Lowers Conversion Price on ¥25 Billion 2032 Convertible Bonds After Dividend
May 21, 2026
Rohto Pharmaceutical has adjusted the conversion price of its ¥25 billion zero coupon convertible bonds due 2032, lowering it from ¥2,828.5 to ¥2,817.2 per share. The revised conversion price applies retroactively from the day after...
Rohto Pharmaceutical Raises Dividend and Signals Further Payout Growth
May 21, 2026
Rohto Pharmaceutical’s board has approved a year-end dividend of 25 yen per share for the fiscal year ended March 31, 2026, with total payouts of 5,649 million yen from retained earnings and an effective date of June 8, 2026. This raises the...
Rohto Board Rejects Shareholder Bid to Oust Veteran Director Kunio Yamada
May 13, 2026
Rohto Pharmaceutical’s board has formally opposed two shareholder proposals submitted ahead of its June 24, 2026 ordinary general meeting, including one calling for the dismissal of director and former president Kunio Yamada. The board argue...
Rohto Pharmaceutical Lifts Dividend Forecast on Stronger Earnings Outlook
May 13, 2026
Rohto Pharmaceutical Co. has revised its dividend plan for the fiscal year ending March 31, 2026, raising the forecast year-end dividend from ¥23 to ¥25 per share and lifting the total annual dividend from ¥44 to ¥46. This foll...
Rohto Pharmaceutical Lifts Earnings, Strengthens Balance Sheet and Raises Dividend
May 13, 2026
Rohto Pharmaceutical reported consolidated net sales of ¥343.7 billion for the year ended March 31, 2026, up 11.4% year on year, with operating income rising 7.5% to ¥41.1 billion and profit attributable to owners of parent climbing 11.0...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.