4956
KONISHI CO.,LTD.
コニシ株式会社
Chemicals
Konishi Co., Ltd. manufactures and sells synthetic adhesives in Japan. It operates through three segments: Bonds, Chemical Products, and Construction Business. The company offers general household adhesive, repair material, and tape for consumer sector; interior construction adhesive, general residential sealant, and construction tape for housing-related fields; industrial adhesives, industrial tape, and industrial release agent, as well as various resin products for industrial materials; building construction repair sealant; and adhesives and repair materials for civil engineering construction. It also trades in chemical products for automotive, electronics and electrical, chemicals, paint, and housing related fields. In addition, the company engages in the provision of survey, design, cost estimation, and construction of repair, reinforcement, and renovation work for concrete structures; contracting civil engineering and construction work; upper deck construction work for bridge and highway construction; planning, design, construction and supervision of civil engineering and construction works; and design and construction of architectural and civil engineering works. The company was founded in 1870 and is headquartered in Osaka, Japan.
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Overview
Filings & Signals
Ownership
Financials
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Income Statement
Balance Sheet
Cash Flow
Ratios & Per Share
Metric
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Net Sales
¥135.9B
¥133.0B
¥123.3B
¥113.7B
Cost of Sales
¥108.3B
¥106.3B
¥99.8B
¥90.7B
Gross Profit
¥27.6B
¥26.7B
¥23.6B
¥23.0B
SG&A
¥16.9B
¥16.4B
¥16.2B
¥15.7B
Operating Income
¥10.6B
¥10.3B
¥7.4B
¥7.3B
Non-Operating Income
¥671M
¥661M
¥591M
¥577M
Dividend Income
¥295M
¥260M
¥247M
¥210M
Interest Income
¥51M
¥31M
¥22M
¥13M
Non-Operating Expenses
¥126M
¥141M
¥85M
¥53M
Interest Expense
¥10M
¥10M
¥10M
¥10M
Ordinary Income
¥11.2B
¥10.8B
¥7.9B
¥7.8B
Pre-tax Income
¥11.5B
¥11.0B
¥15.1B
¥8.0B
Income Taxes
¥3.3B
¥3.3B
¥4.7B
¥2.6B
Current Tax
¥3.3B
¥3.4B
¥4.5B
¥2.6B
Deferred Tax
¥-38M
¥-73M
¥206M
¥-54M
Net Income (owners)
¥8.1B
¥7.3B
¥10.0B
¥5.1B
Minority Interest
¥114M
¥401M
¥310M
¥271M
Comprehensive Income
¥7.4B
¥11.6B
¥10.8B
¥5.7B
EBITDA
¥12.9B
¥12.2B
¥9.6B
¥9.8B
Goodwill Amort. (J-GAAP)
¥128M
¥127M
¥106M
¥222M
EPS
¥121.03
¥108.87
¥281.95
¥144.13
Shares Outstanding
66.4M
65.2M
35.4M
35.6M
Shares Issued (total)
70.4M
70.4M
40.7M
40.7M
Treasury Shares
4.1M
5.2M
5.3M
5.1M
Metric
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Total Assets
¥136.8B
¥140.8B
¥132.9B
¥119.1B
Current Assets
¥85.8B
¥92.6B
¥94.4B
¥82.3B
Cash & Deposits
¥21.1B
¥26.7B
¥32.2B
¥26.2B
Trade Receivables
¥23.9B
¥25.3B
¥24.9B
¥23.4B
Non-Current Assets
¥51.0B
¥48.2B
¥38.4B
¥36.9B
PP&E
¥32.8B
¥29.7B
¥25.7B
¥25.6B
Goodwill
¥273M
¥399M
¥523M
¥183M
Intangible Assets
¥3.1B
¥2.0B
¥1.2B
¥811M
Investment Securities
¥9.8B
¥11.4B
¥8.1B
¥7.6B
Deferred Tax Assets
¥346M
¥319M
¥225M
¥221M
Total Liabilities
¥50.1B
¥56.2B
¥51.4B
¥46.3B
Current Liabilities
¥43.3B
¥49.1B
¥45.9B
¥41.2B
Accounts Payable
¥32.6B
¥37.2B
¥34.0B
¥31.7B
ST Debt
¥89M
¥92M
¥108M
¥150M
Taxes Payable
¥1.9B
¥1.1B
¥3.3B
¥1.2B
Non-Current Liabilities
¥6.9B
¥7.0B
¥5.5B
¥5.1B
Total LT Borrowings
¥38M
¥76M
¥116M
¥256M
Pension Obligations
¥808M
¥714M
¥645M
¥612M
Deferred Tax Liab.
¥2.5B
¥2.9B
¥1.3B
¥966M
Total Equity
¥86.7B
¥84.7B
¥81.5B
¥72.9B
Capital Stock
¥4.6B
¥4.6B
¥4.6B
¥4.6B
Capital Surplus
¥6.0B
¥4.4B
¥4.6B
¥4.5B
Retained Earnings
¥73.0B
¥67.3B
¥69.5B
¥61.2B
Treasury Stock
¥-4.5B
¥-4.6B
¥-5.9B
¥-5.5B
AOCI
¥7.1B
¥7.9B
¥4.3B
¥3.9B
Equity (owners)
¥79.1B
¥71.7B
¥72.7B
¥64.8B
Minority Interests
¥419M
¥5.0B
¥4.5B
¥4.2B
Total Interest-Bearing Debt ⓘ
¥127M
¥168M
¥224M
¥406M
Net Cash ⓘ
¥21.0B
¥26.5B
¥32.0B
¥25.8B
NCAV ⓘ
¥35.6B
¥36.5B
¥43.0B
¥36.0B
NCAV/Share
¥537
¥559
¥1,216
¥1,011
BV/Share
¥1,193
¥1,101
¥2,053
¥1,818
Metric
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
Operating CF
¥7.2B
¥8.1B
¥4.6B
¥6.2B
Interest Paid
¥-9M
¥-10M
¥-10M
¥-10M
Interest Received
¥346M
¥291M
¥270M
¥224M
D&A
¥2.1B
¥1.8B
¥2.0B
¥2.3B
Goodwill Amort.
¥128M
¥127M
¥106M
¥222M
Investing CF
¥-7.3B
¥-5.2B
¥3.5B
¥-2.7B
CapEx
¥7.0B
¥5.1B
¥1.3B
¥2.9B
Purchase Investments
¥-86M
¥-97M
¥-71M
¥-66M
Proceeds from Invest.
¥721M
¥354M
¥0M
¥220M
Financing CF
¥-5.6B
¥-8.6B
¥-2.5B
¥-1.8B
Dividends Paid
¥-2.4B
¥-1.7B
¥-1.7B
¥-1.6B
Share Buybacks
¥-3.1B
¥-6.8B
¥-442M
¥0M
LT Debt Repaid
¥-42M
¥-57M
¥-184M
¥-181M
Free Cash Flow
¥218M
¥3.0B
¥3.3B
¥3.3B
Net Change in Cash
¥-5.6B
¥-5.6B
¥5.8B
¥1.8B
Metric
FY 2024
EDINET ↗
FY 2023
EDINET ↗
FY 2022
EDINET ↗
FY 2021
EDINET ↗
ROE
9.7%
9.4%
13.8%
7.7%
ROA
5.8%
5.4%
8.0%
4.3%
EPS
¥121.03
¥108.87
¥281.95
¥144.13
DPS
¥38.00
¥46.50
¥49.00
¥44.00
BPS
¥1,299.82
¥1,222.36
¥2,173.91
¥1,926.62
FCF/Share
¥3
¥47
¥93
¥93
NCAV/Share
¥537
¥559
¥1,216
¥1,011
Payout Ratio
31.4%
42.7%
17.4%
30.5%
Event Timeline
S Shareholder
A Capital Signal
▾ Hide Chart
Large Shareholder Reports 2
Date Activist Stake Event Flag Demands Source
2025-08-05
Asset Value Investors Limited
—
exit
Passive
—
2023-07-03
Mitsubishi UFJ Financial Group Inc.
2.65%
change
Passive
—
Capital Allocation Signals 2
Date
Type
Amount
Summary
2026-05-20
17:30
Div Cut
¥1.2B ¥19.0/sh
-12%
Konishi Co., Ltd. announced a final dividend of ¥19.00 per share for FY2026 (ended March 31, 2026), down from ¥21.50 in …
Summary
Konishi Co., Ltd. announced a final dividend of ¥19.00 per share for FY2026 (ended March 31, 2026), down from ¥21.50 in the prior year, representing an 11.6% year-over-year decline. Combined with the interim dividend of ¥19.00, the full-year dividend totals ¥38.00 per share with a total payout of ¥1,185 million sourced from retained earnings. The dividend will become effective on June 24, 2026, subject to shareholder approval at the AGM on June 23, 2026.
Deadline: 2026-06-24
YoY: -12%
Source (JP)
1株当たり配当金 19円00銭...前期実績(2025年3月期)21円50銭。これにより年間配当金は、すでに実施しております中間配当金19円00銭を含め、合計38円00銭となります。
2026-05-20
17:30
Cost of Capital
—
Konishi Co., Ltd. disclosed capital cost management initiatives and market valuation concerns on May 20, 2026. The compa…
Summary
Konishi Co., Ltd. disclosed capital cost management initiatives and market valuation concerns on May 20, 2026. The company targets ROE exceeding its 7.1% weighted average cost of capital (WACC) and achieved 9.6% ROIC in FY2026/3, but acknowledged PBR below 1.0x as a valuation challenge. The disclosure details ongoing execution of capital allocation plans including ¥15.4B in share buybacks through FY2026/3, policy stock sales, and employee stock ownership programs to improve capital efficiency and market perception.
Source (JP)
当社の株主資本コストと加重平均資本コスト(WACC)は、7.1%と認識しております。当社の実質ROEとROICおよびセグメント別ROICは、株主資本コスト(WACC)を上回っております。
Top 10 Shareholders
Ownership DNA
Cross-Holdings Tracker 16
#
Shareholder
Shares (thou.)
% of Total
1
The Master Trust Bank of Japan, Ltd. (Trust Account)
日本マスタートラスト信託銀行株式会社(信託口)(注)1.
8,488
12.79%
2
コニシ共栄会(注)2.
4,716
7.10%
3
Custody Bank of Japan, Ltd. (Trust Account)
株式会社日本カストディ銀行(信託口)(注)1.
1,789
2.69%
4
明星工業株式会社
1,453
2.19%
5
Employee Stock Ownership Plan
コニシ従業員持株会
1,436
2.16%
6
AVI JAPAN OPPORTUNITY TRUST PLC
AVI JAPAN OPPORTUNITY TRUST PLC (常任代理人 株式会社みずほ銀行決済営業部)
1,374
2.07%
7
KANEKA CORPORATION
株式会社カネカ
1,368
2.06%
8
AVI GLOBAL TRUST PLC
AVI GLOBAL TRUST PLC (常任代理人 株式会社みずほ銀行決済営業部)
1,346
2.02%
9
小 西 哲 夫
1,230
1.85%
10
小 西 新太郎
1,120
1.68%
Domestic Nominees
15.5%
+0.3% vs 2024
Trust bank custodians — GPIF, pensions, investment trusts
Foreign Custodians
0.0%
-1.4% vs 2024
Sub-custodians for foreign asset managers
Direct / Strategic
21.1%
+1.0% vs 2024
Named entities with disclosed investment intent
Shareholder
Trend
2023
2024
2025
日本マスタートラスト信託銀行
12.78%
12.06%
12.79%
+0.73%
コニシ共栄会(注)2.
NEW ENTRY
—
—
—
7.10%
NEW
日本カストディ銀行
3.80%
3.12%
2.69%
-0.43%
明星工業
NEW ENTRY
—
—
—
2.19%
NEW
Employee Stock Ownership Plan
コニシ従業員持株会
2.09%
2.24%
2.16%
-0.08%
AVI JAPAN OPPORTUNITY TRUST PLC
2.95%
2.83%
2.07%
-0.76%
KANEKA CORPORATION
式会社カネカ
1.93%
2.09%
2.06%
-0.03%
AVI GLOBAL TRUST PLC
2.72%
2.19%
2.02%
-0.17%
小 西 哲 夫
1.76%
1.91%
1.85%
-0.06%
小 西 新太郎
1.63%
1.74%
1.68%
-0.06%
コニシ共栄会(注)2
last seen 2024
Exited Top 10
—
7.17%
—
Northern Trust
last seen 2024
Exited Top 10
—
1.37%
—
コニシ共栄会(注)2
last seen 2023
Exited Top 10
6.71%
—
—
三菱UFJ信託銀行
last seen 2023
Exited Top 10
1.52%
—
—
Concentration (HHI)
ⓘ
255
237
250
3 fiscal years · top-10 holders per year · >2,500 HHI = high concentration · entity-resolved
Portfolio Book Value
¥5,938M
+26% since 2023
Holdings
16
+1 new
10 exited
Trend
5 building
vs 2023
Held Company
FY2025
¥5,938M total
FY2023
¥4,716M total
Book Val ¥M
Shares
Book Val ¥M
Shares
OSAKA SODA CO.,LTD.
㈱大阪ソーダ
1,977
+351.1%
↑
1,217,900
1,175
270,000
M
DAIWA HOUSE INDUSTRY CO., LTD.
大和ハウス工業㈱
1,668
+1.1%
↑
337,925
1,041
334,405
M
NITTO DENKO CORPORATION
日東電工㈱
738
+350.0%
↑
270,000
513
60,000
TOAGOSEI CO., LTD.
東亞合成㈱
357
253,643
312
253,643
M
Inabata & Co., Ltd.
稲畑産業㈱
317
100,000
268
100,000
M
KANEKA CORPORATION
㈱カネカ
201
53,000
182
53,000
M
Nippon Pigment Holdings Company Limited
㈱日本ピグメントホールディングス
153
NEW
New
49,716
—
M
ARAKAWA CHEMICAL INDUSTRIES, LTD.
荒川化学工業㈱
109
99,360
99
99,360
M
KIMURA CO.,LTD.
㈱キムラ
92
+2.4%
↑
199,122
100
194,397
KOATSU GAS KOGYO CO., LTD.
高圧ガス工業㈱
88
100,000
70
100,000
M
Shin-Etsu Chemical Co., Ltd.
信越化学工業㈱
65
15,500
66
15,500
M
TRUSCO NAKAYAMA CORPORATION
トラスコ中山㈱
63
31,944
71
31,944
M
NIHON FLUSH CO.,LTD.
ニホンフラッシュ㈱
46
+3.4%
↑
58,515
55
56,588
M
Isamu Paint co., Ltd.
イサム塗料㈱
33
10,400
28
10,400
M
OCHI HOLDINGS CO.,LTD.
OCHIホールディングス㈱
20
14,850
18
14,850
ALTECH CO., LTD.
アルテック㈱
11
50,000
13
50,000
M
Denka Company Limited
デンカ㈱
—
−100%
Exit
—
240
88,004
M
NOF CORPORATION
日油㈱
—
−100%
Exit
—
92
15,000
Mitsui Chemicals, Inc.
三井化学㈱
—
−100%
Exit
—
66
19,566
KUBOTA CORPORATION
㈱クボタ
—
−100%
Exit
—
51
26,000
SANYO CHEMICAL INDUSTRIES,LTD.
三洋化成工業㈱
—
−100%
Exit
—
51
12,000
DIC Corporation
DIC㈱
—
−100%
Exit
—
28
12,000
Asahi Kasei Corporation
旭化成㈱
—
−100%
Exit
—
16
18,000
Mitsubishi UFJ Financial Group, Inc.
㈱三菱UFJフィナンシャル・グループ
—
−100%
Exit
—
1
1,480
M
日本ピグメント㈱
—
−100%
Exit
—
105
46,830
M
Rock Paint Co.
ロックペイント㈱
—
−100%
Exit
—
55
80,000
M
Portfolio total
5,938
4,716
Book value in ¥M · ↓ reduced · ↑ increased vs prior year · M = mutual holding