Revenue & Margin ExpansionSustained double-digit revenue growth with expanding gross and net margins indicates improving product mix and cost control. Over months this supports stronger cash generation, pricing power in specialty materials, and room to invest in R&D or higher-value product lines.

Robust Balance SheetVery low leverage and a high equity ratio provide financial resilience and flexibility. This durable capital structure reduces refinancing risk, supports steady dividend policy, and allows the company to fund capex or strategic initiatives without stressing liquidity in downturns.

Healthy Cash GenerationOperating cash conversion above 1.0 shows earnings quality and reliable cash generation. Consistent positive free cash flow enables sustainable dividends and targeted reinvestment in specialty materials capability, underpinning long-term operational stability.

Bears Say

Cyclicality Of End MarketsHigh exposure to electronics and industrial demand cycles creates structural revenue volatility. Over a multi-month horizon, downturns in key end markets can materially depress shipments and utilization, challenging planning, fixed-cost absorption, and margin stability.

Limited Free Cash Flow Vs EarningsFCF covering only ~59% of net income implies less cash available for reinvestment after operations. Structurally this can limit the pace of capacity expansion, product development, or opportunistic M&A without drawing on equity or increasing leverage.

Modest ReturnsWhile improving, ROE and net margins remain modest for a specialty materials maker. Over time, middling returns can constrain shareholder value creation versus higher-return peers and reduce buffer for reinvestment if margins compress during cyclical downturns.

5208 FAQ

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

Arisawa Mfg.Co., Ltd. lowest stock price was ¥1135.00 and its highest was ¥2325.00 in the past 12 months.

What is Arisawa Mfg.Co., Ltd.’s market cap?

Arisawa Mfg.Co., Ltd.’s market cap is ¥76.44B.

When is Arisawa Mfg.Co., Ltd.’s upcoming earnings report date?

Arisawa Mfg.Co., Ltd.’s upcoming earnings report date is Apr 30, 2026 which is in 73 days.

How were Arisawa Mfg.Co., Ltd.’s earnings last quarter?

Arisawa Mfg.Co., Ltd. released its earnings results on Feb 05, 2026. The company reported ¥42.55 earnings per share for the quarter, beating the consensus estimate of N/A by ¥42.55.

Is Arisawa Mfg.Co., Ltd. overvalued?

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

Does Arisawa Mfg.Co., Ltd. pay dividends?

Arisawa Mfg.Co., Ltd. pays a Semiannually dividend of ¥44 which represents an annual dividend yield of 5.68%. See more information on Arisawa Mfg.Co., Ltd. dividends here

What is Arisawa Mfg.Co., Ltd.’s EPS estimate?

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

How many shares outstanding does Arisawa Mfg.Co., Ltd. have?

Arisawa Mfg.Co., Ltd. has 33,603,924 shares outstanding.

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

Arisawa Mfg.Co., Ltd. reported an EPS of ¥42.55 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -0.803%.

Which hedge fund is a major shareholder of Arisawa Mfg.Co., Ltd.?

Currently, no hedge funds are holding shares in JP:5208

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

Arisawa Mfg.Co., Ltd.

Arisawa Mfg. Co., Ltd. manufactures and sells electronic, optoelectronic, electrical insulating, and industrial structural materials in Japan and internationally. It operates through Electronics Related Materials, Industrial Structural Materials, Electrical Insulators Materials, Opto Electronics Related Materials, and Related Products and Others segments. The company offers flexible printed circuit materials, including PI, photosensitive, and other; copper-clad laminates; interlayer adhesive sheets; and PI composite and protection films. It also provides optical materials, such as projection screens, UV nanoimprinting products, 3D products, optical retardation elements, and film and glass lamination services. In addition, the company offers fabric products comprising glass cloths and tapes, carbon cloths, and braided and other fabric products; general coating products, which include pre-pregs, glass cloth silicon rubber tapes, semi-conductive tapes, adhesive tapes, composite adhesive tapes, and resin impregnated glass-cloth tapes; and glass and carbon fiber fillament winding moldings, pultrusion products, compression molding products, and cryogenic cooling vessels. Arisawa Mfg. Co., Ltd. was founded in 1909 and is headquartered in Joetsu, Japan.