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BP Castrol K.K. (JP:5015)
:5015
Japanese Market
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BP Castrol K.K. (5015) AI Stock Analysis

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JP:5015

BP Castrol K.K.

(5015)

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Outperform 77 (OpenAI - 5.2)
Rating:77Outperform
Price Target:
¥1,127.00
▲(23.30% Upside)
Action:Reiterated
Date:08/04/26
The score is driven primarily by strong financial performance—especially the zero-debt balance sheet and improved 2025 margins—partly offset by weaker and more volatile cash conversion. Technicals add moderate support with the price above key moving averages and neutral-to-positive momentum. Valuation is reasonable with a solid dividend yield, but not cheap enough to materially lift the score on its own.
Positive Factors
Zero-debt balance sheet
A zero-debt balance sheet materially reduces financial risk and preserves strategic optionality. Over 2–6 months this supports consistent dividend capacity, ability to fund targeted investments or weather demand shocks, and lowers default and refinancing risk versus leveraged peers.
Negative Factors
Weak & volatile cash conversion
Low and inconsistent conversion of earnings to operating cash reduces confidence in reported profits and constrains internally funded capex, buybacks or dividends. Over the medium term this raises risk of funding strain if earnings dip or working capital swings recur.
Read all positive and negative factors
Positive Factors
Negative Factors
Zero-debt balance sheet
A zero-debt balance sheet materially reduces financial risk and preserves strategic optionality. Over 2–6 months this supports consistent dividend capacity, ability to fund targeted investments or weather demand shocks, and lowers default and refinancing risk versus leveraged peers.
Read all positive factors

BP Castrol K.K. (5015) vs. iShares MSCI Japan ETF (EWJ)

BP Castrol K.K. Business Overview & Revenue Model

Company Description
Operating in Japan, BP Castrol K.K. specializes in the production and distribution of a wide array of automotive lubrication products. Its comprehensive portfolio includes essential vehicle fluids like gasoline and diesel engine oils, automotive g...
How the Company Makes Money
BP Castrol K.K. primarily makes money by selling lubricants and related fluid products in Japan. Revenue is generated through the distribution and sale of branded engine oils and other lubricants to end markets including (1) automotive consumers v...

BP Castrol K.K. Financial Statement Overview

Summary
Strong overall fundamentals led by an exceptionally conservative balance sheet (no debt) and improving profitability in 2025 (EBIT margin ~10.8%, net margin ~7.2%) with steady revenue growth. The main drag is cash flow quality and consistency: operating cash flow coverage of net income is modest (~0.33 in 2025) and has been volatile historically.
Income Statement
72
Positive
Balance Sheet
93
Very Positive
Cash Flow
64
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue11.81B14.69B13.65B12.04B11.19B11.09B
Gross Profit4.51B5.49B4.94B4.60B4.62B5.80B
EBITDA1.06B1.72B1.55B1.25B998.83M2.40B
Net Income630.07M1.05B932.53M781.50M572.53M1.55B
Balance Sheet
Total Assets12.52B12.99B13.44B12.81B12.75B13.57B
Cash, Cash Equivalents and Short-Term Investments223.00M195.62M777.45M1.27B1.70B1.02B
Total Debt0.000.000.000.000.000.00
Total Liabilities2.74B2.91B3.43B2.84B2.67B2.64B
Stockholders Equity9.78B10.08B10.01B9.97B10.08B10.93B
Cash Flow
Free Cash Flow0.00780.14M408.69M451.20M104.37M1.09B
Operating Cash Flow0.00895.32M516.61M645.39M378.65M1.20B
Investing Cash Flow0.00375.04M-122.66M-193.54M1.72B-114.38M
Financing Cash Flow0.00-985.33M-894.21M-893.74M-1.42B-1.58B

BP Castrol K.K. Technical Analysis

Technical Analysis Sentiment
Positive
Last Price914.00
Price Trends
50DMA
988.45
Positive
100DMA
985.70
Positive
200DMA
950.88
Positive
Market Momentum
MACD
2.69
Negative
RSI
62.88
Neutral
STOCH
44.76
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:5015, the sentiment is Positive. The current price of 914 is below the 20-day moving average (MA) of 993.90, below the 50-day MA of 988.45, and below the 200-day MA of 950.88, indicating a bullish trend. The MACD of 2.69 indicates Negative momentum. The RSI at 62.88 is Neutral, neither overbought nor oversold. The STOCH value of 44.76 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:5015.

BP Castrol K.K. Peers Comparison

Overall Rating
UnderperformOutperform
Sector (55)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
77
Outperform
¥22.93B17.634.50%4.36%80.89%
73
Outperform
¥244.95B11.203.19%-3.25%28.06%
64
Neutral
¥1.60T9.349.71%2.75%-11.80%87.51%
62
Neutral
¥3.58T13.808.16%2.57%-4.52%19.27%
62
Neutral
¥118.40B12.852.57%-0.05%-10.10%
59
Neutral
¥66.26B16.291.37%-5.79%40.69%
55
Neutral
$6.65B3.83-15.92%6.20%10.91%7.18%
* General Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
JP:5015
BP Castrol K.K.
1,009.00
194.70
23.91%
JP:5019
Idemitsu Kosan Co
1,258.50
300.79
31.41%
JP:5020
ENEOS Holdings
1,300.00
510.04
64.57%
JP:8131
Mitsuuroko Group Holdings Co., Ltd.
2,063.00
-136.90
-6.22%
JP:8132
SINANEN HOLDINGS CO.LTD.
6,150.00
-494.40
-7.44%
JP:8133
ITOCHU ENEX CO., LTD.
2,090.00
82.72
4.12%

BP Castrol K.K. Corporate Events

BP Castrol K.K. Delivers Strong Q2 Earnings and Raises Dividend
Aug 5, 2026
BP Castrol K.K. reported solid second-quarter results for the fiscal year ending December 2026, with net sales rising 7.6% year-on-year to ¥7,667 million and operating profit surging 55.1% to ¥1,114 million. Ordinary profit climbed 47.5%...
BP Castrol K.K. Delivers Strong Profit Surge on Modest Sales Growth in Q1 2026
May 8, 2026
BP Castrol K.K. reported net sales of ¥3,393 million for the first quarter ended March 2026, a 2.4% increase from a year earlier, driven by improved profitability in its core oil and lubricants operations. Operating profit surged to ¥464...
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.Date of analysis: Aug 04, 2026