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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

¥4775.00
-¥26.00(-0.54%)
At close: 4:00 PM EDT
¥4775.00
-¥26.00(-0.54%)

Bulls Say, Bears Say

Bulls Say
Sustained Revenue GrowthConsistent double-digit top-line growth across 2025–2026 indicates durable demand for Taiyo's PCB and functional-materials portfolio. Sustained revenue expansion supports capacity utilization, underpins reinvestment in R&D, and lowers the breakeven sensitivity to cyclical swings over a multi-quarter horizon.
Material Margin ImprovementA meaningful step-up in operating and net margins reflects improved mix, pricing power, and operating leverage in core PCB materials. Higher sustained profitability enhances free cash flow potential, funds strategic investment, and provides a buffer against future cost or volume shocks over coming quarters.
Improving Balance Sheet & Cash GenerationLeverage retrenchment from earlier peaks and strong 2026 operating and free cash flow point to rising financial flexibility. Improved debt/equity and robust FCF allow the company to fund capex, modest distributions, and deleveraging initiatives, strengthening resilience over a multi-quarter timeframe.
Bears Say
Uneven Cash ConversionWide swings in cash conversion driven by working‑capital and capex timing create uncertainty in free cash flow predictability. This variability can complicate reliable funding of dividends, capex or debt paydown during weaker demand periods and raises execution risk for multi‑quarter financial planning.
Past High Leverage / Sizable DebtAlthough leverage has improved, the legacy of elevated debt levels means the balance sheet is not yet light. In a downturn, sizable absolute debt could constrain capital allocation, slow strategic investments or require diverting cash to servicing obligations, limiting long‑term agility.
End‑market Concentration RiskHeavy reliance on PCB solder mask and related materials ties revenue to cyclic and technology‑driven electronics markets. Structural shifts in device design, demand softness in key segments, or material-substitution trends could materially affect volumes and pricing power over the medium term.

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 ¥3560.00 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 ¥552.62B.
      When is Taiyo Holdings Co., Ltd.’s upcoming earnings report date?
      Taiyo Holdings Co., Ltd.’s upcoming earnings report date is Nov 09, 2026 which is in 81 days.
        How were Taiyo Holdings Co., Ltd.’s earnings last quarter?
        Taiyo Holdings Co., Ltd. released its earnings results on Jul 31, 2026. The company reported ¥67.4 earnings per share for the quarter, missing the consensus estimate of N/A by N/A.
          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 ¥67.4 in its last earnings report, missing expectations of N/A. Following the earnings report the stock price went up 0.532%.
                  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., operating globally through its subsidiaries, primarily focuses on the electronics materials industry. Its extensive product portfolio includes materials for various printed wiring boards: for rigid boards, it provides liquid solder resist, legend ink, plating resist, and etching resist; for PKG boards, both liquid and dry film solder resists are offered; and for flexible printed circuit boards, it supplies liquid and dry film solder resists along with dry film photoimageable coverlay. The company also manufactures build-up materials, FPD materials, anisotropic conductive adhesive, photoimageable interlayer insulating materials, stretchable conductive paste, and photo-imageable white dry film solder products. Beyond its core electronics business, Taiyo Holdings is involved in diverse sectors. It produces and distributes prescription pharmaceuticals, manufactures and markets dyes, pigments, and other chemical products, and operates solar power plants. Additionally, the company provides systems engineering services, develops various systems, and engages in food-related enterprises. Founded in Tokyo, Japan, in 1953, the company was known as Taiyo Ink Mfg. Co., Ltd. until its name change to Taiyo Holdings Co., Ltd. in October 2010.

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

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