MIRA INFORM REPORT

 

 

Report Date :

04.06.2013

 

IDENTIFICATION DETAILS

 

Name :

SHOEI CO., LTD.

 

 

Registered Office :

7F, CP10 Bldg., 5-8-5, Ueno Taito-Ku, 110-0005

 

 

Country :

Japan

 

 

Financials (as on) :

30.09.2012

 

 

Date of Incorporation :

17.03.1959

 

 

Legal Form :

Public Parent

 

 

Line of Business :

Manufacture of motorcycles and bicycles

 

 

No. of Employees :

443

 

RATING & COMMENTS

 

MIRA’s Rating :

Ba

 

RATING

STATUS

PROPOSED CREDIT LINE

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

Satisfactory

 

Status :

Satisfactory

Payment Behaviour :

No Complaints

Litigation :

Clear

 

 


NOTES :

Any query related to this report can be made on e-mail: infodept@mirainform.com while quoting report number, name and date.

 

ECGC Country Risk Classification List – March 31st, 2013

 

Country Name

Previous Rating

(31.12.2012)

Current Rating

(31.03.2013)

Japan

A1

A1

 

Risk Category

ECGC Classification

Insignificant

 

A1

Low

 

A2

Moderate

 

B1

High

 

B2

Very High

 

C1

Restricted

 

C2

Off-credit

 

D

 


 

JAPAN - ECONOMIC OVERVIEW

 

In the years following World War II, government-industry cooperation, a strong work ethic, mastery of high technology, and a comparatively small defense allocation (1% of GDP) helped Japan develop a technologically advanced economy. Two notable characteristics of the post-war economy were the close interlocking structures of manufacturers, suppliers, and distributors, known as keiretsu, and the guarantee of lifetime employment for a substantial portion of the urban labor force. Both features are now eroding under the dual pressures of global competition and domestic demographic change. Japan's industrial sector is heavily dependent on imported raw materials and fuels. A small agricultural sector is highly subsidized and protected, with crop yields among the highest in the world. While self-sufficient in rice production, Japan imports about 60% of its food on a caloric basis. For three decades, overall real economic growth had been spectacular - a 10% average in the 1960s, a 5% average in the 1970s, and a 4% average in the 1980s. Growth slowed markedly in the 1990s, averaging just 1.7%, largely because of the after effects of inefficient investment and an asset price bubble in the late 1980s that required a protracted period of time for firms to reduce excess debt, capital, and labor. Modest economic growth continued after 2000, but the economy has fallen into recession three times since 2008. A sharp downturn in business investment and global demand for Japan's exports in late 2008 pushed Japan into recession. Government stimulus spending helped the economy recover in late 2009 and 2010, but the economy contracted again in 2011 as the massive 9.0 magnitude earthquake and the ensuing tsunami in March disrupted manufacturing. The economy has largely recovered in the two years since the disaster, but reconstruction in the Tohoku region has been uneven. Newly-elected Prime Minister Shinzo ABE has declared the economy his government's top priority; he has pledged to reconsider his predecessor's plan to permanently close nuclear power plants and is pursuing an economic revitalization agenda of fiscal stimulus and regulatory reform and has said he will press the Bank of Japan to loosen monetary policy. Measured on a purchasing power parity (PPP) basis that adjusts for price differences, Japan in 2012 stood as the fourth-largest economy in the world after second-place China, which surpassed Japan in 2001, and third-place India, which edged out Japan in 2012. The new government will continue a longstanding debate on restructuring the economy and reining in Japan's huge government debt, which exceeds 200% of GDP. Persistent deflation, reliance on exports to drive growth, and an aging and shrinking population are other major long-term challenges for the economy.

Source : CIA


Company name and address

Top of Form

SHOEI CO., LTD.                                                                                                                       

 

7F, CP10 Bldg., 5-8-5, Ueno

 

 

Taito-Ku, 110-0005

Japan

 

 

Tel:

81-3-56885160

 

jp.shoei.com

 

Osaka Office

Shoei Building, 6-13-3 Fukushima, Fukushima-ku, Osaka 553-0003, Japan

Employees:

443

Company Type:

Public Parent

Corporate Family:

4 Companies

Traded:

Tokyo Stock Exchange:

7839

Incorporation Date:

17-Mar-1959

Auditor:

Deloitte Touche Tohmatsu LLC

Financials in:

USD (mil) 

Fiscal Year End:

30-Sep-2012

Reporting Currency:

Japanese Yen

Annual Sales:

109.2  1

Net Income:

0.8

Total Assets:

98.1  2

Market Value:

134.1

 

(17-May-2013)

                                      

Business Description       

 

SHOEI CO., LTD. is a Japan-based company principally engaged in the manufacture and sale of motorcycle helmets. The Company is engaged in the manufacture and sale of helmets for motorcycles, and for government and other official use, as well as the sale of helmet parts and other products. Through its subsidiaries, the Company is also engaged in the agency administration business and marketing business, as well as the sale of helmets and related components in the Europe and North American areas. As of September 30, 2012, the Company had five overseas consolidated subsidiaries. For the six months ended 31 March 2013, SHOEI CO., LTD. revenues increased 14% to Y4.61B. Net income applicable to common stockholders increased from Y106.7M to Y224.4M. Revenues reflect an increase in demand for the Company's products and services due to favorable market conditions. Net income benefited from Selling,General & Admin. decrease of 1% to Y1.04B (expense), NOP Sales discount expense decrease of 47% to Y1.9M (expense).

          

Industry                                                                                                                                     

 

Industry

Recreational Products

ANZSIC 2006:

2399 - Other Transport Equipment Manufacturing Not Elsewhere Classified

NACE 2002:

354 - Manufacture of motorcycles and bicycles

NAICS 2002:

336991 - Motorcycle, Bicycle, and Parts Manufacturing

UK SIC 2003:

354 - Manufacture of motorcycles and bicycles

UK SIC 2007:

309 - Manufacture of transport equipment n.e.c.

US SIC 1987:

3751 - Motorcycles, Bicycles, and Parts

                      

Key Executives            

   

 

Name

Title

Hironori Yasukochi

President, Chairman & President of Subsidiaries, Representative Director

Akihito Hirano

Chief Director of Administration, Director of Business Administration, Director

Shintaro Ohno

Director of Product Planning, Chief Director of Product Planning, Director

Masayuki Tsurumi

Ibaraki Plant Manager, Chief Director of Production, Director

Masaru Yamada

Chairman of the Board, Representative Director

   

Significant Developments                                                                                                                 

 

Topic

#*

Most Recent Headline

Date

Negative Earnings Pre-Announcement

1

SHOEI Co., Ltd Lowers Consolidated Full-year Outlook and Year-end Dividend Forecast for FY 2012

31-Jul-2012

Positive Earnings Pre-Announcement

2

SHOEI CO LTD Raises Consolidated Full-year Outlook for FY 2013; Raises Year-end Dividend Forecast for FY 2013

25-Apr-2013

Dividends

1

SHOEI CO LTD Announces Year-end Dividend Payment for FY 2012

27-Nov-2012

      

Financial Summary                                                                                                                        

 

As of 31-Mar-2013

Key Ratios

Company

Industry

Current Ratio (MRQ)

4.01

1.97

Quick Ratio (MRQ)

3.04

1.25

Sales 5 Year Growth

-8.73

-0.73

Net Profit Margin (TTM) %

2.00

5.15

Return on Assets (TTM) %

2.22

7.12

Return on Equity (TTM) %

2.88

22.22

 

 

 

   Stock Snapshot                                             

 

Traded: Tokyo Stock Exchange: 7839

 

As of 17-May-2013

   Financials in: JPY

Recent Price

943.00

 

EPS

3.69

52 Week High

1,030.00

 

Price/Sales

1.59

52 Week Low

410.00

 

Dividend Rate

2.00

Avg. Volume (mil)

0.03

 

Price/Earnings

59.95

Market Value (mil)

13,694.62

 

Price/Book

2.14

 

 

 

Beta

1.03

 

Price % Change

Rel S&P 500%

4 Week

4.43%

-6.11%

13 Week

67.50%

25.96%

52 Week

66.31%

-0.85%

Year to Date

88.60%

29.39%

 

 

1 - Profit & Loss Item Exchange Rate: USD 1 = JPY 78.81543
2 - Balance Sheet Item Exchange Rate: USD 1 = JPY 77.89127

 

 

 

Corporate Overview

 

Location
7F, CP10 Bldg., 5-8-5, Ueno
Taito-Ku, 110-0005
Japan

 

Tel:

81-3-56885160

 

jp.shoei.com

Quote Symbol - Exchange

7839 - Tokyo Stock Exchange

Sales JPY(mil):

8,606.5

Assets JPY(mil):

7,640.0

Employees:

443

Fiscal Year End:

30-Sep-2012

 

Industry:

Recreational Products

Incorporation Date:

17-Mar-1959

Company Type:

Public Parent

Quoted Status:

Quoted

 

President, Chairman & President of Subsidiaries, Representative Director:

Hironori Yasukochi

 

Industry Codes

 

ANZSIC 2006 Codes:

2399

-

Other Transport Equipment Manufacturing Not Elsewhere Classified

2592

-

Toy, Sporting and Recreational Product Manufacturing

 

NACE 2002 Codes:

354

-

Manufacture of motorcycles and bicycles

3640

-

Manufacture of sports goods

 

NAICS 2002 Codes:

336991

-

Motorcycle, Bicycle, and Parts Manufacturing

339920

-

Sporting and Athletic Goods Manufacturing

 

US SIC 1987:

3751

-

Motorcycles, Bicycles, and Parts

3949

-

Sporting and Athletic Goods, Not Elsewhere Classified

 

UK SIC 2003:

354

-

Manufacture of motorcycles and bicycles

3640

-

Manufacture of sports goods

 

UK SIC 2007:

309

-

Manufacture of transport equipment n.e.c.

3230

-

Manufacture of sports goods

 

Business Description

SHOEI CO., LTD. is a Japan-based company principally engaged in the manufacture and sale of motorcycle helmets. The Company is engaged in the manufacture and sale of helmets for motorcycles, and for government and other official use, as well as the sale of helmet parts and other products. Through its subsidiaries, the Company is also engaged in the agency administration business and marketing business, as well as the sale of helmets and related components in the Europe and North American areas. As of September 30, 2012, the Company had five overseas consolidated subsidiaries. For the six months ended 31 March 2013, SHOEI CO., LTD. revenues increased 14% to Y4.61B. Net income applicable to common stockholders increased from Y106.7M to Y224.4M. Revenues reflect an increase in demand for the Company's products and services due to favorable market conditions. Net income benefited from Selling,General & Admin. decrease of 1% to Y1.04B (expense), NOP Sales discount expense decrease of 47% to Y1.9M (expense).

 

More Business Descriptions

Manufacture of high-quality helmets for motorcycle riders

 

Helmets Mfr

 

 

 

 

 

 

Financial Data

Financials in:

JPY(mil)

 

Revenue:

8,606.5

Net Income:

65.9

Assets:

7,640.0

Long Term Debt:

0.0

 

Total Liabilities:

1,581.9

 

Working Capital:

2.4

 

 

 

Date of Financial Data:

30-Sep-2012

 

1 Year Growth

-4.9%

-69.7%

-5.6%

 

Market Data

Quote Symbol:

7839

Exchange:

Tokyo Stock Exchange

Currency:

JPY

Stock Price:

943.0

Stock Price Date:

05-17-2013

52 Week Price Change %:

66.3

Market Value (mil):

13,694,620.0

 

SEDOL:

B01C253

ISIN:

JP3360900009

 

Equity and Dept Distribution:

12/2007, 2-for-1 stock split. IPO on 7/6/2004. FY'99-FY'03's WAS & o/s are based on FY'04Yuho. FY'99-'02: Non-Consolid. From FY'03, Consolid.Fins.FY'07 1Q WAS was estimated. FY'07 1Q & 3Q WAS was estmated and used for O/S. 10/2007, Company Delisted from Japan Securities Dealers Association. FY 08 3Q's O/S=WAS.

 

 

Shareholders

 

 

Major Shareholders

Alq Sangyo Co (8.2%); Showa Denko (6.1%); Company's Trust Stock (5.1%)

 

 

 

 

Key Corporate Relationships

Auditor:

Deloitte Touche Tohmatsu LLC

 

Auditor:

Deloitte Touche Tohmatsu LLC

 

 

 

 

 

 

 

 

 

 

Corporate Structure News

 

SHOEI CO., LTD.
Total Corporate Family Members: 4

 

 

Company Name

Company Type

Location

Country

Industry

Sales
(USD mil)

Employees

SHOEI CO., LTD.

Parent

Taito-Ku

Japan

Recreational Products

109.2

443

SHOEI EUROPE Distribution S.A.R.L.

Subsidiary

Vulaines-sur-Seine, Seine-et-Marne

France

Recreational Products

15.7

14

Shoei (Europa) GmbH

Subsidiary

Dusseldorf

Germany

Auto and Truck Parts

 

14

Shoei Distribution GmbH

Subsidiary

Düsseldorf, Nordrhein-Westfalen

Germany

Retail (Specialty)

 

10

 

 



 

Executives Report

 

Board of Directors

 

Name

Title

Function

Masaru Yamada

 

Chairman of the Board, Representative Director

Chairman

Biography:

Mr. Masaru Yamada has been serving as Chairman of the Board and Representative Director in SHOEI CO., LTD. since December 22, 2008. He used to serve as President in the Company. He also has working experience in Mitsubishi Corporation.

 

Age: 67

 

Akihito Hirano

 

Chief Director of Administration, Director of Business Administration, Director

Director/Board Member

 

 

Biography:

Mr. Akihito Hirano has been serving as Chief Director of Administration, Director of Business Administration and Director in SHOEI CO., LTD. since December 22, 2008. He joined the Company in May 1998. He used to serve as Manager of Internal Audit Office, Director of Accounting and Director of Business Planning in the Company. He worked for DODWELL B.M.S LTD and other companies.

 

Age: 56

 

Shintaro Ohno

 

Director of Product Planning, Chief Director of Product Planning, Director

Director/Board Member

 

 

Biography:

Mr. Shintaro Ohno has been serving as Director of Product Planning, Chief Director of Product Planning and Director in SHOEI CO., LTD. since November 26, 2010. He joined the Company in March 1983. His previous titles include Manager of Design Office and Manager of Planning Office in the Company.

 

Age: 57

 

Masayuki Tsurumi

 

Ibaraki Plant Manager, Chief Director of Production, Director

Director/Board Member

 

 

Biography:

Mr. Masayuki Tsurumi has been serving as Ibaraki Plant Manager, Chief Director of Production and Director in SHOEI CO., LTD. since November 26, 2010. He joined the Company in May 1984. His previous titles include Manager of Planning and Public Relations Office, Manager of Development office and Director of Development in the Company.

 

Age: 55

 

Hironori Yasukochi

 

President, Chairman & President of Subsidiaries, Representative Director

Director/Board Member

 

 

Biography:

Mr. Hironori Yasukochi has been serving as President and Representative Director in SHOEI CO., LTD., Chairman of the Board and Representative Director in a subsidiary, SHOEI (EUROPA) GMBH, as well as President and Representative Director of four other subsidiaries, SHOEI DISTRIBUTION GMBH SHOEI EUROPE DISTRIBUTION SARL and SHOEI ITALIA S.R.L. since September 2012. He used to serve as Representative Director in two subsidiaries, SHOEI DISTRIBUTION GMBH and SHOEI EUROPE DISTRIBUTION SARL. He joined the Company in April 2000 and previously served as Director of Overseas Sales and Managing Director in the Company. Prior to joining the Company, he used to work for Mitsubishi Corporation.

 

Age: 64

 

 

Executives

 

Name

Title

Function

Hironori Yasukochi

 

President, Chairman & President of Subsidiaries, Representative Director

President

Biography:

Mr. Hironori Yasukochi has been serving as President and Representative Director in SHOEI CO., LTD., Chairman of the Board and Representative Director in a subsidiary, SHOEI (EUROPA) GMBH, as well as President and Representative Director of four other subsidiaries, SHOEI DISTRIBUTION GMBH SHOEI EUROPE DISTRIBUTION SARL and SHOEI ITALIA S.R.L. since September 2012. He used to serve as Representative Director in two subsidiaries, SHOEI DISTRIBUTION GMBH and SHOEI EUROPE DISTRIBUTION SARL. He joined the Company in April 2000 and previously served as Director of Overseas Sales and Managing Director in the Company. Prior to joining the Company, he used to work for Mitsubishi Corporation.

 

Age: 64

 

Akihito Hirano

 

Chief Director of Administration, Director of Business Administration, Director

Administration Executive

 

 

Biography:

Mr. Akihito Hirano has been serving as Chief Director of Administration, Director of Business Administration and Director in SHOEI CO., LTD. since December 22, 2008. He joined the Company in May 1998. He used to serve as Manager of Internal Audit Office, Director of Accounting and Director of Business Planning in the Company. He worked for DODWELL B.M.S LTD and other companies.

 

Age: 56

 

Shintaro Ohno

 

Director of Product Planning, Chief Director of Product Planning, Director

Product Management Executive

 

 

Biography:

Mr. Shintaro Ohno has been serving as Director of Product Planning, Chief Director of Product Planning and Director in SHOEI CO., LTD. since November 26, 2010. He joined the Company in March 1983. His previous titles include Manager of Design Office and Manager of Planning Office in the Company.

 

Age: 57

 

Masayuki Tsurumi

 

Ibaraki Plant Manager, Chief Director of Production, Director

Manufacturing Executive

 

 

Biography:

Mr. Masayuki Tsurumi has been serving as Ibaraki Plant Manager, Chief Director of Production and Director in SHOEI CO., LTD. since November 26, 2010. He joined the Company in May 1984. His previous titles include Manager of Planning and Public Relations Office, Manager of Development office and Director of Development in the Company.

 

Age: 55

 

 

 Significant Developments

 

 

 

 

SHOEI CO LTD Raises Consolidated Full-year Outlook for FY 2013; Raises Year-end Dividend Forecast for FY 2013

Apr 25, 2013


SHOEI CO LTD announced that it has raised the consolidated full-year outlook for revenue from JPY 9,500 million to JPY 10,700 million, operating profit from JPY 520 million to JPY 1,010 million, ordinary profit from JPY 490 million to JPY 1,000 million, net profit from JPY 280 million to JPY 600 million and earning per share from JPY 20.33 to JPY 43.56 for the fiscal year ending September 30, 2013. The positive outlook is mainly due to good domestic sales performance of premium helmet and rally of revenue in America market and Europe market. The Company also announced that it has raised the year-end dividend forecast from JPY 10 per share to JPY 21 per share, for the fiscal year ending September 2013.

SHOEI CO LTD Raises Mid-year Consolidated Outlook for FY 2013

Mar 15, 2013


SHOEI CO LTD announced that it has raised its mid-year consolidated outlook for revenue from JPY 4,100 million to JPY 4,600 million, operating profit from JPY 280 million to JPY 500 million, ordinary profit from JPY 270 million to JPY 450 million, net profit from JPY 150 million to JPY 260 million, and earnings per share from JPY 10.89 to JPY 18.87, for the fiscal year ending September 2013. The Company raised its mid-year consolidated outlook mainly due to the increase in orders and depreciation of yen.

SHOEI CO LTD Announces Year-end Dividend Payment for FY 2012

Nov 27, 2012


SHOEI CO LTD announced that it has decided to pay a JPY 2 per share(JPY 27,544,000 in total) year-end dividend, in line with its latest dividend forecast of JPY 2 per share announced on November 15, 2012, to all the shareholders as a record of September 30, 2012. The dividend will be paid on December 21, 2012.

SHOEI Co., Ltd Lowers Consolidated Full-year Outlook and Year-end Dividend Forecast for FY 2012

Jul 31, 2012


SHOEI Co., Ltd announced that it has lowered the consolidated full-year outlook for revenue from JPY 9,500 million to JPY 8,704 million, operating profit from JPY 530 million to JPY 96 million, ordinary profit from JPY 510 million to JPY 134 million, net profit from JPY 320 million to JPY 55 million and earning per share from JPY 23.23 to JPY 4.01 for the fiscal year ending September 30, 2012. The negative outlook is mainly due to less-than-expected sales. The Company has also lowered the year-end dividend forecast from JPY 11 per share to JPY 9 per share, for the fiscal year ending September 30, 2012.

 

Annual Income Statement

 

Financials in: USD (mil)

 

Except for share items (millions) and per share items (actual units)

 

 

 

 

 

  Financial Glossary

 

 

 

30-Sep-2012

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
30-Sep-2012

Updated Normal
30-Sep-2011

Updated Normal
30-Sep-2010

Updated Normal
30-Sep-2009

Updated Normal
30-Sep-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

78.815428

81.024986

89.620246

95.204123

107.716107

Auditor

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte & Touche LLP

Deloitte & Touche LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Net Sales

109.2

111.7

112.5

108.2

139.2

Revenue

109.2

111.7

112.5

108.2

139.2

Total Revenue

109.2

111.7

112.5

108.2

139.2

 

 

 

 

 

 

    Cost of Revenue

79.5

78.0

77.3

68.6

76.3

Cost of Revenue, Total

79.5

78.0

77.3

68.6

76.3

Gross Profit

29.7

33.7

35.1

39.6

63.0

 

 

 

 

 

 

    Selling/General/Administrative Expense

13.8

12.5

10.6

13.5

14.0

    Labor & Related Expense

8.9

9.0

7.3

8.0

7.3

    Advertising Expense

5.3

5.9

5.6

6.4

7.5

Total Selling/General/Administrative Expenses

28.0

27.5

23.5

27.9

28.7

Research & Development

-

0.6

0.9

-

-

    Depreciation

0.5

0.6

0.7

0.7

0.8

Depreciation/Amortization

0.5

0.6

0.7

0.7

0.8

    Litigation

-

-

0.0

0.0

0.0

    Impairment-Assets Held for Use

0.0

0.1

0.1

0.1

0.2

    Impairment-Assets Held for Sale

-

-

0.0

0.0

0.0

    Other Unusual Expense (Income)

-0.3

0.3

0.0

-0.2

-0.1

Unusual Expense (Income)

-0.3

0.3

0.0

0.0

0.0

    Other Operating Expense

0.0

-

-

-

-

Other Operating Expenses, Total

0.0

-

-

-

-

Total Operating Expense

107.7

107.1

102.5

97.2

105.7

 

 

 

 

 

 

Operating Income

1.5

4.5

10.0

11.0

33.5

 

 

 

 

 

 

        Interest Expense - Non-Operating

0.0

0.0

0.0

0.0

0.0

    Interest Expense, Net Non-Operating

0.0

0.0

0.0

0.0

0.0

        Interest Income - Non-Operating

0.0

0.0

0.0

0.2

0.1

        Investment Income - Non-Operating

0.6

-0.3

1.0

3.0

-0.3

    Interest/Investment Income - Non-Operating

0.6

-0.3

1.0

3.2

-0.2

Interest Income (Expense) - Net Non-Operating Total

0.6

-0.3

1.0

3.2

-0.2

Gain (Loss) on Sale of Assets

0.0

0.0

-0.1

0.0

0.0

    Other Non-Operating Income (Expense)

0.0

-0.1

-0.1

-0.1

-0.5

Other, Net

0.0

-0.1

-0.1

-0.1

-0.5

Income Before Tax

2.1

4.2

10.8

14.1

32.8

 

 

 

 

 

 

Total Income Tax

1.3

1.6

3.7

5.3

12.2

Income After Tax

0.8

2.7

7.1

8.8

20.6

 

 

 

 

 

 

Net Income Before Extraord Items

0.8

2.7

7.1

8.8

20.6

Net Income

0.8

2.7

7.1

8.8

20.6

 

 

 

 

 

 

    Miscellaneous Earnings Adjustment

-

0.0

0.0

0.0

0.0

Total Adjustments to Net Income

-

0.0

0.0

0.0

0.0

Income Available to Common Excl Extraord Items

0.8

2.7

7.1

8.8

20.6

 

 

 

 

 

 

Income Available to Common Incl Extraord Items

0.8

2.7

7.1

8.8

20.6

 

 

 

 

 

 

Basic/Primary Weighted Average Shares

13.8

13.8

13.8

14.4

14.5

Basic EPS Excl Extraord Items

0.06

0.20

0.52

0.61

1.42

Basic/Primary EPS Incl Extraord Items

0.06

0.20

0.52

0.61

1.42

Dilution Adjustment

-

0.0

0.0

0.0

0.0

Diluted Net Income

0.8

2.7

7.1

8.8

20.6

Diluted Weighted Average Shares

13.8

13.8

13.8

14.4

14.5

Diluted EPS Excl Extraord Items

0.06

0.20

0.52

0.61

1.42

Diluted EPS Incl Extraord Items

0.06

0.20

0.52

0.61

1.42

Dividends per Share - Common Stock Primary Issue

0.03

0.10

0.26

0.32

0.71

Gross Dividends - Common Stock

0.3

1.4

3.5

4.3

10.2

Interest Expense, Supplemental

0.0

0.0

0.0

0.0

0.0

Depreciation, Supplemental

6.9

5.6

7.9

7.7

4.6

Total Special Items

-0.3

0.3

0.1

0.0

0.0

Normalized Income Before Tax

1.8

4.6

10.9

14.1

32.8

 

 

 

 

 

 

Effect of Special Items on Income Taxes

-0.1

0.1

0.0

0.0

0.0

Inc Tax Ex Impact of Sp Items

1.2

1.7

3.7

5.3

12.2

Normalized Income After Tax

0.6

2.9

7.2

8.8

20.6

 

 

 

 

 

 

Normalized Inc. Avail to Com.

0.6

2.9

7.2

8.8

20.6

 

 

 

 

 

 

Basic Normalized EPS

0.05

0.21

0.52

0.61

1.42

Diluted Normalized EPS

0.05

0.21

0.52

0.61

1.42

Advertising Expense, Supplemental

5.6

6.1

5.8

6.6

7.7

Research & Development Exp, Supplemental

1.1

0.6

0.9

1.3

0.9

Reported Operating Profit

1.2

4.9

10.0

11.0

33.5

Reported Ordinary Profit

1.8

4.6

10.9

14.0

32.8

Normalized EBIT

1.2

4.9

10.0

11.0

33.5

Normalized EBITDA

8.1

10.5

17.9

18.7

38.1

    Current Tax - Total

1.3

-

-

-

-

Current Tax - Total

1.3

-

-

-

-

    Deferred Tax - Total

-0.1

-

-

-

-

Deferred Tax - Total

-0.1

-

-

-

-

Income Tax - Total

1.3

-

-

-

-

Interest Cost - Domestic

0.2

0.2

0.3

0.2

0.2

Service Cost - Domestic

1.2

1.0

0.8

0.7

0.6

Prior Service Cost - Domestic

-0.1

-0.1

-0.1

-0.1

-0.1

Expected Return on Assets - Domestic

-0.1

-0.1

-0.1

-0.1

-0.1

Actuarial Gains and Losses - Domestic

0.3

0.3

0.2

0.2

0.2

Domestic Pension Plan Expense

1.4

1.3

1.1

1.0

0.9

Total Pension Expense

1.4

1.3

1.1

1.0

0.9

Discount Rate - Domestic

1.20%

1.20%

1.20%

2.00%

2.00%

Expected Rate of Return - Domestic

0.75%

0.75%

0.75%

0.75%

0.75%

Total Plan Interest Cost

0.2

0.2

0.3

0.2

0.2

Total Plan Service Cost

1.2

1.0

0.8

0.7

0.6

Total Plan Expected Return

-0.1

-0.1

-0.1

-0.1

-0.1

 

 

 

Annual Balance Sheet

Financials in: USD (mil)

 

  Financial Glossary

 

 

 

30-Sep-2012

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

UpdateType/Date

Updated Normal
30-Sep-2012

Updated Normal
30-Sep-2011

Updated Normal
30-Sep-2010

Updated Normal
30-Sep-2009

Updated Normal
30-Sep-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate

77.891271

77.08

83.54

89.535

106.165

Auditor

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte & Touche LLP

Deloitte & Touche LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Cash & Equivalents

36.8

41.2

38.7

24.2

35.9

Cash and Short Term Investments

36.8

41.2

38.7

24.2

35.9

        Accounts Receivable - Trade, Gross

11.9

11.4

13.0

12.8

17.7

        Provision for Doubtful Accounts

0.0

-0.2

-0.1

-0.1

-0.2

    Trade Accounts Receivable - Net

11.9

11.2

12.9

12.7

17.4

Total Receivables, Net

11.9

11.2

12.9

12.7

17.4

    Inventories - Finished Goods

12.8

13.6

9.3

15.2

10.6

    Inventories - Work In Progress

3.4

2.9

3.7

3.8

2.2

    Inventories - Raw Materials

4.4

3.8

3.4

4.2

3.3

Total Inventory

20.6

20.3

16.4

23.2

16.0

    Deferred Income Tax - Current Asset

3.1

3.2

2.7

2.2

2.5

    Other Current Assets

4.1

4.7

2.9

5.7

4.1

Other Current Assets, Total

7.2

7.9

5.7

8.0

6.6

Total Current Assets

76.5

80.7

73.7

68.1

75.9

 

 

 

 

 

 

        Buildings

34.0

34.5

31.5

29.1

24.2

        Land/Improvements

2.7

2.7

2.5

2.5

2.2

        Machinery/Equipment

66.2

64.7

61.0

56.0

41.5

        Construction in Progress

1.3

2.7

0.2

1.2

2.5

    Property/Plant/Equipment - Gross

104.1

104.6

95.2

88.9

70.4

    Accumulated Depreciation

-85.1

-82.8

-73.8

-65.1

-49.9

Property/Plant/Equipment - Net

19.1

21.8

21.4

23.9

20.6

Intangibles, Net

0.4

0.4

0.5

0.7

0.8

    Pension Benefits - Overfunded

-

-

-

-

0.0

    Deferred Income Tax - Long Term Asset

1.7

1.6

1.4

1.1

1.0

    Restricted Cash - Long Term

-

-

-

0.0

7.5

    Other Long Term Assets

0.4

0.5

0.4

0.4

0.6

Other Long Term Assets, Total

2.1

2.1

1.8

1.5

9.1

Total Assets

98.1

105.0

97.5

94.2

106.3

 

 

 

 

 

 

Accounts Payable

7.4

9.7

8.0

8.5

11.3

Accrued Expenses

2.2

2.4

2.2

2.7

2.2

Notes Payable/Short Term Debt

0.0

0.0

0.0

0.0

0.0

    Income Taxes Payable

0.6

0.2

2.1

0.7

8.5

    Other Payables

3.1

2.2

1.9

2.1

1.9

    Other Current Liabilities

1.9

1.8

2.9

2.4

3.0

Other Current liabilities, Total

5.6

4.2

6.9

5.3

13.4

Total Current Liabilities

15.2

16.2

17.1

16.5

26.9

 

 

 

 

 

 

Total Long Term Debt

0.0

0.0

0.0

0.0

0.0

Total Debt

0.0

0.0

0.0

0.0

0.0

 

 

 

 

 

 

    Reserves

0.4

0.4

0.0

-

-

    Pension Benefits - Underfunded

4.7

4.0

3.5

2.7

2.3

    Other Long Term Liabilities

0.0

0.0

0.0

0.1

0.1

Other Liabilities, Total

5.1

4.4

3.5

2.8

2.4

Total Liabilities

20.3

20.7

20.6

19.2

29.3

 

 

 

 

 

 

    Common Stock

17.9

18.1

16.7

15.6

13.1

Common Stock

17.9

18.1

16.7

15.6

13.1

Additional Paid-In Capital

5.0

5.1

4.7

4.4

3.7

Retained Earnings (Accumulated Deficit)

76.3

77.7

72.9

65.5

57.7

Treasury Stock - Common

-8.7

-8.8

-8.1

-7.6

0.0

Unrealized Gain (Loss)

0.0

0.0

-0.1

0.1

0.4

    Translation Adjustment

-12.8

-7.8

-9.1

-3.0

2.1

Other Equity, Total

-12.8

-7.8

-9.1

-3.0

2.1

Total Equity

77.8

84.3

76.9

74.9

77.0

 

 

 

 

 

 

Total Liabilities & Shareholders’ Equity

98.1

105.0

97.5

94.2

106.3

 

 

 

 

 

 

    Shares Outstanding - Common Stock Primary Issue

13.8

13.8

13.8

13.8

14.5

Total Common Shares Outstanding

13.8

13.8

13.8

13.8

14.5

Treasury Shares - Common Stock Primary Issue

0.8

0.8

0.8

0.8

0.0

Employees

443

442

441

439

429

Number of Common Shareholders

3,125

3,386

3,790

4,807

3,886

Pension Obligation - Domestic

19.1

18.8

16.4

13.6

11.5

Plan Assets - Domestic

16.0

16.0

14.4

13.1

10.9

Funded Status - Domestic

-3.2

-2.8

-2.0

-0.5

-0.6

Total Funded Status

-3.2

-2.8

-2.0

-0.5

-0.6

Discount Rate - Domestic

1.20%

2.00%

2.00%

2.00%

2.00%

Expected Rate of Return - Domestic

0.75%

0.75%

0.75%

0.75%

0.75%

Accrued Liabilities - Domestic

-2.2

-1.8

-1.3

-0.9

-0.5

Other Assets, Net - Domestic

1.0

1.0

0.8

-0.4

0.1

Net Assets Recognized on Balance Sheet

-1.3

-0.8

-0.5

-1.3

-0.4

Total Plan Obligations

19.1

18.8

16.4

13.6

11.5

Total Plan Assets

16.0

16.0

14.4

13.1

10.9

 



 

 

 



 

Annual Cash Flows

Financials in: USD (mil)

 

  Financial Glossary

 

 

 

30-Sep-2012

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
30-Sep-2012

Updated Normal
30-Sep-2011

Updated Normal
30-Sep-2010

Updated Normal
30-Sep-2009

Updated Normal
30-Sep-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

78.815428

81.024986

89.620246

95.204123

107.716107

Auditor

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte & Touche LLP

Deloitte & Touche LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

Net Income/Starting Line

2.1

4.2

10.8

14.1

32.8

    Depreciation

6.9

5.6

7.9

7.7

4.6

Depreciation/Depletion

6.9

5.6

7.9

7.7

4.6

    Unusual Items

0.0

0.5

0.2

-0.2

0.2

    Other Non-Cash Items

0.6

0.4

0.5

-0.7

-0.1

Non-Cash Items

0.6

0.9

0.7

-0.9

0.1

    Accounts Receivable

-1.4

3.0

-0.4

5.7

-0.9

    Inventories

-2.7

-1.7

6.2

-5.7

-1.6

    Prepaid Expenses

-

-

-

0.0

0.1

    Other Assets

-0.2

-0.3

0.9

-0.9

0.3

    Accounts Payable

-1.2

0.6

0.1

-3.0

-1.8

    Accrued Expenses

-0.1

0.0

-0.6

0.0

0.1

    Other Liabilities

1.4

-1.5

0.3

-0.3

-0.4

    Other Operating Cash Flow

-0.4

-5.1

-1.2

-12.9

-10.0

Changes in Working Capital

-4.6

-5.0

5.3

-17.1

-14.2

Cash from Operating Activities

5.0

5.7

24.6

3.8

23.2

 

 

 

 

 

 

    Purchase of Fixed Assets

-4.4

-3.6

-4.3

-7.7

-8.3

    Purchase/Acquisition of Intangibles

-0.2

-0.1

-0.1

-0.1

-0.3

Capital Expenditures

-4.7

-3.7

-4.4

-7.8

-8.6

    Sale of Fixed Assets

0.0

0.0

0.1

0.0

0.0

    Sale/Maturity of Investment

0.4

0.0

0.0

13.7

6.5

    Purchase of Investments

-

0.0

-0.4

-5.3

-8.4

    Other Investing Cash Flow

0.0

-0.1

-0.1

0.5

0.0

Other Investing Cash Flow Items, Total

0.4

0.0

-0.3

8.9

-1.9

Cash from Investing Activities

-4.2

-3.8

-4.7

1.1

-10.5

 

 

 

 

 

 

    Other Financing Cash Flow

0.0

-

-

-

-

Financing Cash Flow Items

0.0

-

-

-

-

    Cash Dividends Paid - Common

-1.4

-3.9

-4.6

-11.6

-4.5

Total Cash Dividends Paid

-1.4

-3.9

-4.6

-11.6

-4.5

        Repurchase/Retirement of Common

0.0

0.0

0.0

-7.1

0.0

    Common Stock, Net

0.0

0.0

0.0

-7.1

0.0

Issuance (Retirement) of Stock, Net

0.0

0.0

0.0

-7.1

0.0

        Short Term Debt Issued

-

0.0

5.6

0.0

-

        Short Term Debt Reduction

-

0.0

-5.6

0.0

-

    Short Term Debt, Net

-

0.0

0.0

0.0

-

Issuance (Retirement) of Debt, Net

-

0.0

0.0

0.0

-

Cash from Financing Activities

-1.4

-3.9

-4.6

-18.7

-4.5

 

 

 

 

 

 

Foreign Exchange Effects

-2.8

1.2

-3.8

-3.5

0.3

Net Change in Cash

-3.5

-0.7

11.5

-17.2

8.5

 

 

 

 

 

 

Net Cash - Beginning Balance

39.9

39.5

24.2

40.0

26.9

Net Cash - Ending Balance

36.4

38.8

35.7

22.8

35.4

Cash Interest Paid

0.0

0.0

0.0

0.0

0.0

Cash Taxes Paid

0.4

5.1

1.3

13.0

10.1

 

 

 Annual Income Statement

 

Financials in: USD (mil)

 

Except for share items (millions) and per share items (actual units)

 

 

 

 

 

 

 

 

30-Sep-2012

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
30-Sep-2012

Updated Normal
30-Sep-2011

Updated Normal
30-Sep-2010

Updated Normal
30-Sep-2009

Updated Normal
30-Sep-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

78.815428

81.024986

89.620246

95.204123

107.716107

Auditor

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte & Touche LLP

Deloitte & Touche LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Net Sales

109.2

111.7

112.5

108.2

139.2

Total Revenue

109.2

111.7

112.5

108.2

139.2

 

 

 

 

 

 

    Rounding adjustment Income Statement

0.0

-

-

-

-

    Cost of Net Sales

79.5

78.0

77.3

68.6

76.3

    Sales commission expenses

0.2

0.1

0.1

0.2

0.2

    Other Selling/General/Admin. Expense

0.0

-

-

-

-

    Packing & freight-out costs

1.6

1.7

1.6

2.1

2.1

    SGA, Advertising expense

5.3

5.9

5.6

6.4

7.5

    Provision for doubtful accounts(SGA)

0.0

0.1

0.0

0.0

0.0

    Directors'' compensations

1.8

1.6

1.5

1.2

1.1

    SGA, Salaries And Bonuses

6.5

6.8

5.3

6.1

5.5

    SGA, Provision For Bonuses

0.1

0.1

0.1

0.3

0.3

    Periodic retirement benefit costs

0.2

0.2

0.1

0.2

0.1

    SGA, Provision for directors' retirement

0.3

0.3

0.3

0.2

0.2

    Insurance expenses

2.3

1.9

1.7

1.5

2.0

    SGA, Depreciation

0.5

0.6

0.7

0.7

0.8

    Commission expenses

3.0

3.1

2.6

3.2

3.2

    Research & Development expenses

-

0.6

0.9

-

-

    Other general expenses

6.6

5.6

4.5

6.5

6.5

    Insurance income

0.0

-

-

-

-

    SP Reversal G on allow.doubt.accounts

-

-

0.0

-0.2

-0.1

    Employment adjustment subsidy

-0.3

-0.9

0.0

-

-

    SP Adj. of Office Transfer Expenses

-

0.0

0.0

0.0

-

    SP Insurance income

-

0.0

-

-

-

    SP G on prior year adjust.

-

-

-

-

0.0

    SP L. on retire. of fixed assets

0.0

0.1

0.1

0.1

0.1

    SP Assets impairment losses

0.0

0.0

0.0

0.0

0.0

    SP L on val. of memberships

-

-

0.0

0.0

0.0

    NOP Settlement Expenses

-

-

0.0

0.0

0.0

    SP Loss on disaster

0.0

0.8

0.0

-

-

    SP L on acct. change on assets retire.

0.0

0.4

0.0

-

-

Total Operating Expense

107.7

107.1

102.5

97.2

105.7

 

 

 

 

 

 

    SP G on sale of fixed assets

0.0

0.0

0.0

0.0

0.0

    SP L on sale of fixed assets

0.0

0.0

-0.1

0.0

0.0

    SP L on sale of memberships

0.0

0.0

0.0

-

-

    NOP Interest income

0.0

0.0

0.0

0.2

0.1

    Other Non-Operating Income (Expense)

0.0

-

-

-

-

    Loss on insurance cancellation

0.0

-

-

-

-

    NOP Cash purchase discounts rcvd

0.0

0.0

0.0

0.0

0.0

    NOP Foreign exchange gains

0.6

0.0

1.0

3.0

0.0

    NOP G on cancellation of insurance

-

-

0.0

0.3

0.0

    NOP Value-added tax refund

-

-

0.0

0.0

0.1

    NOP Insurance income

-

0.1

0.0

-

-

    Miscellaneous income

0.2

0.1

0.1

0.2

0.1

    NOP Interest expenses

0.0

0.0

0.0

0.0

0.0

    NOP Sales discount expense

-0.1

-0.1

-0.1

-0.2

-0.3

    NOP Foreign exchange losses

0.0

-0.3

0.0

0.0

-0.3

    NOP L on sale of trade notes rcvbl.

-0.1

0.0

-0.1

-0.1

-0.2

    NOP L on cancellation of insurance

-

0.0

-

-

-

    NOP L on outlet cancellation

-

-

-

0.0

-0.1

    NOP Listing related expenses

-

-

-

-

0.0

    NOP Office relocation expenses

-

-

0.0

-0.2

0.0

    Miscellaneous loss

0.0

-0.1

-0.1

-0.1

-0.1

Net Income Before Taxes

2.1

4.2

10.8

14.1

32.8

 

 

 

 

 

 

Total income taxes

1.3

1.6

3.7

5.3

12.2

Net Income After Taxes

0.8

2.7

7.1

8.8

20.6

 

 

 

 

 

 

Net Income Before Extra. Items

0.8

2.7

7.1

8.8

20.6

Net Income

0.8

2.7

7.1

8.8

20.6

 

 

 

 

 

 

    Adjustment

-

0.0

0.0

0.0

0.0

Income Available to Com Excl ExtraOrd

0.8

2.7

7.1

8.8

20.6

 

 

 

 

 

 

Income Available to Com Incl ExtraOrd

0.8

2.7

7.1

8.8

20.6

 

 

 

 

 

 

Basic Weighted Average Shares

13.8

13.8

13.8

14.4

14.5

Basic EPS Excluding ExtraOrdinary Items

0.06

0.20

0.52

0.61

1.42

Basic EPS Including ExtraOrdinary Items

0.06

0.20

0.52

0.61

1.42

Dilution Adjustment

-

0.0

0.0

0.0

0.0

Diluted Net Income

0.8

2.7

7.1

8.8

20.6

Diluted Weighted Average Shares

13.8

13.8

13.8

14.4

14.5

Diluted EPS Excluding ExtraOrd Items

0.06

0.20

0.52

0.61

1.42

Diluted EPS Including ExtraOrd Items

0.06

0.20

0.52

0.61

1.42

DPS-Ordinary Shares

0.03

0.10

0.26

0.32

0.71

Gross Dividends - Common Stock

0.3

1.4

3.5

4.3

10.2

Normalized Income Before Taxes

1.8

4.6

10.9

14.1

32.8

 

 

 

 

 

 

Inc Tax Ex Impact of Sp Items

1.2

1.7

3.7

5.3

12.2

Normalized Income After Taxes

0.6

2.9

7.2

8.8

20.6

 

 

 

 

 

 

Normalized Inc. Avail to Com.

0.6

2.9

7.2

8.8

20.6

 

 

 

 

 

 

Basic Normalized EPS

0.05

0.21

0.52

0.61

1.42

Diluted Normalized EPS

0.05

0.21

0.52

0.61

1.42

Sales commission expenses

0.2

0.1

0.1

0.2

0.2

SGA, Advertising expense

5.3

5.9

5.6

6.4

7.5

Interest Expense

0.0

0.0

0.0

0.0

0.0

R&D expenses(SGA&Cost of Sale)

1.1

0.6

0.9

1.3

0.9

Depreciation

6.9

5.6

7.9

7.7

4.6

    Income taxes-current

1.3

-

-

-

-

Current Tax - Total

1.3

-

-

-

-

    Income taxes-deferred

-0.1

-

-

-

-

Deferred Tax - Total

-0.1

-

-

-

-

Income Tax - Total

1.3

-

-

-

-

Reported Operating Profit

1.2

4.9

10.0

11.0

33.5

Reported Ordinary Profit

1.8

4.6

10.9

14.0

32.8

Service Cost

1.2

1.0

0.8

0.7

0.6

Interest Cost

0.2

0.2

0.3

0.2

0.2

Prior service cost

-0.1

-0.1

-0.1

-0.1

-0.1

Actuarial Gains and Losses

0.3

0.3

0.2

0.2

0.2

Expected Return on Plan Assets

-0.1

-0.1

-0.1

-0.1

-0.1

Domestic Pension Plan Expense

1.4

1.3

1.1

1.0

0.9

Total Pension Expense

1.4

1.3

1.1

1.0

0.9

Discount Rate

1.20%

1.20%

1.20%

2.00%

2.00%

Expected Rate of Return

0.75%

0.75%

0.75%

0.75%

0.75%

 

 

 

Annual Balance Sheet

Financials in: USD (mil)

 

 

 

30-Sep-2012

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

UpdateType/Date

Updated Normal
30-Sep-2012

Updated Normal
30-Sep-2011

Updated Normal
30-Sep-2010

Updated Normal
30-Sep-2009

Updated Normal
30-Sep-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate

77.891271

77.08

83.54

89.535

106.165

Auditor

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte & Touche LLP

Deloitte & Touche LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

    Cash & deposits

36.8

41.2

38.7

24.2

35.9

    Notes and accounts receivable-trade

11.9

11.4

13.0

12.8

17.7

    Merchandise & Finished goods

12.8

13.6

9.3

15.2

10.6

    Inventories - work-in-process

3.4

2.9

3.7

3.8

2.2

    Inventories - Raw materials & Supplies

4.4

3.8

3.4

4.2

3.3

    Deferred income taxes (current)

3.1

3.2

2.7

2.2

2.5

    Rounding adjustment Assets

0.0

-

-

-

-

    Current assets other

4.1

4.7

2.9

5.7

4.1

    Allow.doubt.accounts (current)

0.0

-0.2

-0.1

-0.1

-0.2

Total current assets

76.5

80.7

73.7

68.1

75.9

 

 

 

 

 

 

    Buildings & structures, gross

34.0

34.5

31.5

29.1

24.2

    Accum. depr - bldg&struc

-24.4

-23.9

-20.9

-18.8

-15.2

    Machinery, equipment and vehicles

21.3

21.8

19.7

18.5

14.8

    Accum. depr - machin&vehicles

-18.3

-18.2

-15.7

-13.5

-10.1

    Tools, furniture and fixtures

44.9

42.9

41.3

37.5

26.7

    Accum. depr - tools, furn, fixtur

-42.3

-40.7

-37.2

-32.8

-24.6

    Land

2.7

2.7

2.5

2.5

2.2

    Construction-in-progress

1.3

2.7

0.2

1.2

2.5

    Total intangible assets(1)

0.4

-

-

-

-

    Total intangible assets

-

-

0.5

0.7

0.8

    Software rights

-

0.4

-

-

-

    Other intangible assets

-

0.0

-

-

-

    Rounding adjustment Assets

0.0

-

-

-

-

    Other Other Long Term Assets

0.0

-

-

-

-

    Prepaid Pension Fund

-

-

-

-

0.0

    Deferred tax assets

1.7

1.6

1.4

1.1

1.0

    LT time deposits

-

-

-

0.0

7.5

    Other assets

0.4

0.5

0.4

0.4

0.6

Total Assets

98.1

105.0

97.5

94.2

106.3

 

 

 

 

 

 

    Accounts payable-trade

7.4

9.7

8.0

8.5

11.3

    Accounts payable-other

3.1

2.2

1.9

2.1

1.9

    Income taxes payable

0.6

0.2

2.1

0.7

8.5

    Reserve for bonuses

2.2

2.4

2.2

2.7

2.2

    Rounding adjustment Liability

0.0

-

-

-

-

    Other current liabilities

1.9

1.8

2.9

2.4

3.0

Total Current Liabilities

15.2

16.2

17.1

16.5

26.9

 

 

 

 

 

 

    Other Long Term Liabilities

0.0

-

-

-

-

    Provision for directors'' retirement ben

2.4

2.2

2.2

1.8

1.8

    Reserve for retirement benefits

2.2

1.8

1.3

0.9

0.5

    Other LT liabilities

-

0.0

0.0

0.1

0.1

    Asset retirement obligations

0.4

0.4

0.0

-

-

Total Liabilities

20.3

20.7

20.6

19.2

29.3

 

 

 

 

 

 

    Common Stock

17.9

18.1

16.7

15.6

13.1

    Paid-in-Capital

5.0

5.1

4.7

4.4

3.7

    Retained Earnings

76.3

77.7

72.9

65.5

57.7

    Cumulative translation adjustments

-12.8

-7.8

-9.1

-3.0

2.1

    Deferred hedge gain/loss

0.0

0.0

-0.1

0.1

0.4

    Treasury stocks

-8.7

-8.8

-8.1

-7.6

0.0

Total Equity

77.8

84.3

76.9

74.9

77.0

 

 

 

 

 

 

Total Liabilities & Shareholders' Equity

98.1

105.0

97.5

94.2

106.3

 

 

 

 

 

 

    S/O-Ordinary Shares

13.8

13.8

13.8

13.8

14.5

Total Common Shares Outstanding

13.8

13.8

13.8

13.8

14.5

T/S-Ordinary Shares

0.8

0.8

0.8

0.8

0.0

Full-Time Employees

443

442

441

439

429

Number of Common Shareholders

3,125

3,386

3,790

4,807

3,886

Pension Obligation

19.1

18.8

16.4

13.6

11.5

Fair Value of Plan Assets

16.0

16.0

14.4

13.1

10.9

Funded Status

-3.2

-2.8

-2.0

-0.5

-0.6

Total Funded Status

-3.2

-2.8

-2.0

-0.5

-0.6

Discount Rate

1.20%

2.00%

2.00%

2.00%

2.00%

Expected Rate of Return

0.75%

0.75%

0.75%

0.75%

0.75%

Unrecognized Actuarial Gains and Losses

1.5

1.6

1.4

0.3

0.7

Unrecognized prior service cost

-0.5

-0.6

-0.6

-0.7

-0.6

Reserve for accrued retirement benefits

-2.2

-1.8

-1.3

-0.9

-0.5

Net Assets Recognized on Balance Sheet

-1.3

-0.8

-0.5

-1.3

-0.4

 

 

 

Annual Cash Flows

Financials in: USD (mil)

 

 

 

30-Sep-2012

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

Period Length

12 Months

12 Months

12 Months

12 Months

12 Months

UpdateType/Date

Updated Normal
30-Sep-2012

Updated Normal
30-Sep-2011

Updated Normal
30-Sep-2010

Updated Normal
30-Sep-2009

Updated Normal
30-Sep-2008

Filed Currency

JPY

JPY

JPY

JPY

JPY

Exchange Rate (Period Average)

78.815428

81.024986

89.620246

95.204123

107.716107

Auditor

Deloitte Touche Tohmatsu LLC

Deloitte & Touche LLP

Deloitte & Touche LLP

Deloitte & Touche LLP

Ernst & Young LLP

Auditor Opinion

Unqualified

Unqualified

Unqualified

Unqualified

Unqualified

 

 

 

 

 

 

Income before income taxes

2.1

4.2

10.8

14.1

32.8

    Depreciation

6.9

5.6

7.9

7.7

4.6

    Cancelled Life Insurance

-

-

0.0

-0.3

0.0

    Prepaid Pension Fund

-

-

-

0.0

0.1

    Increase (decrease) in allowance for dou

-0.1

0.1

0.0

-0.1

0.0

    Increase (decrease) in provision for bon

-0.1

0.0

-0.6

0.0

0.1

    Increase (decrease) in provision for dir

0.2

-0.2

0.3

-0.3

0.2

    Increase (decrease) in provision for ret

0.5

0.4

0.3

0.3

0.2

    Reversal of int.& dividends rcvd.

0.0

0.0

0.0

-0.2

-0.1

    Interest expenses

0.0

0.0

0.0

0.0

0.0

    Foreign exchange losses (gains)

0.0

0.2

-0.1

-0.3

-0.3

    L on retire. of fixed assets

0.0

0.1

0.1

0.1

0.1

    L on the sale of fixed assets

-

-

-

-

0.0

    Loss (gain) on sales of noncurrent asset

0.0

0.0

0.1

0.0

0.0

    Impairment losses on assets

0.0

0.0

0.0

0.0

0.0

    Val. of membership

-

-

0.0

0.0

0.0

    Decrease (increase) in notes and account

-1.4

3.0

-0.4

5.7

-0.9

    Decrease (increase) in inventories

-2.7

-1.7

6.2

-5.7

-1.6

    Increase (decrease) in notes and account

-1.2

0.6

0.1

-3.0

-1.8

    Decrease (increase) in other current ass

-0.2

-0.3

0.9

-0.9

0.3

    Increase (decrease) in other current lia

1.4

-1.4

0.3

-0.3

-0.4

    Increase (decrease) in other noncurrent

0.0

0.0

0.0

0.0

0.0

    Other, net

0.0

0.0

0.0

-0.1

0.0

    Int & div.received (cash basis)

0.0

0.0

0.0

0.2

0.1

    Interest paid (cash basis)

0.0

0.0

0.0

0.0

0.0

    Income taxes paid

-1.5

-5.1

-3.0

-13.0

-10.1

    Income taxes refund

1.1

0.0

1.7

0.0

-

    Adjustment

-

0.0

0.0

-

-

    Loss (gain) on sales of golf club member

0.0

0.0

0.0

-

-

    L on adj. for asset retire acc. changes

0.0

0.4

0.0

-

-

Cash from Operating Activities

5.0

5.7

24.6

3.8

23.2

 

 

 

 

 

 

    Time deposit matured

0.4

0.0

0.0

13.7

6.5

    Time deposit made

-

0.0

-0.4

-5.3

-8.4

    Purchase of property, plant and equipmen

-4.4

-3.6

-4.3

-7.7

-8.3

    Proceeds from sales of property, plant a

0.0

0.0

0.1

0.0

0.0

    Purchase of intangible assets

-0.2

-0.1

-0.1

-0.1

-0.3

    Other investments made

-

-

-

-

0.0

    Other investments collected

-

-

-

-

0.0

    Return of insurance reserve

-

-

0.0

0.6

0.0

    Other, net

0.0

-0.1

-0.1

-0.1

-

    Proc. from sales of golf club member.

0.0

0.0

0.0

-

-

Cash from Investing Activities

-4.2

-3.8

-4.7

1.1

-10.5

 

 

 

 

 

 

    Rounding adjustment Cash flow

0.0

-

-

-

-

    Increase in short-term loans payable

-

0.0

5.6

0.0

-

    Decrease in short-term loans payable

-

0.0

-5.6

0.0

-

    Treasury stock purchased

0.0

0.0

0.0

-7.1

0.0

    Cash dividends paid

-1.4

-3.9

-4.6

-11.6

-4.5

Cash from Financing Activities

-1.4

-3.9

-4.6

-18.7

-4.5

 

 

 

 

 

 

Foreign Exchange Effects

-2.8

1.2

-3.8

-3.5

0.3

Net increase (decrease) in cash and cash

-3.5

-0.7

11.5

-17.2

8.5

 

 

 

 

 

 

Net Cash - Beginning Balance

39.9

39.5

24.2

40.0

26.9

Net Cash - Ending Balance

36.4

38.8

35.7

22.8

35.4

    Cash Interest Paid

0.0

0.0

0.0

0.0

0.0

    Cash Taxes Paid

0.4

5.1

1.3

13.0

10.1

 

 

Financial Health

 

Financials in: USD (mil)

 

Except for share items (millions) and per share items (actual units)

 

 

Key Indicators USD (mil)

 

Quarter
Ending
31-Mar-2013

Quarter
Ending
Yr Ago

Annual
Year End
30-Sep-2012

1 Year
Growth

3 Year
Growth

5 Year
Growth

Total Revenue1 (?)

30.3

21.70%

109.2

-4.87%

-5.81%

-8.73%

Operating Income1 (?)

4.2

109.33%

1.5

-67.72%

-51.59%

-47.20%

Income Available to Common Excl Extraord Items1 (?)

2.3

84.44%

0.8

-69.74%

-57.15%

-47.37%

Basic EPS Excl Extraord Items1 (?)

0.17

84.44%

0.06

-69.74%

-56.50%

-46.81%

Capital Expenditures2 (?)

-

-

4.7

21.90%

-20.86%

-4.42%

Cash from Operating Activities2 (?)

-

-

5.0

-15.79%

2.33%

-27.99%

Free Cash Flow (?)

-

-

0.3

-86.06%

-

-57.11%

Total Assets3 (?)

93.7

14.04%

98.1

-5.58%

-3.23%

-4.09%

Total Liabilities3 (?)

23.3

37.52%

20.3

-0.65%

-2.78%

-12.00%

Total Long Term Debt3 (?)

-

-

0.0

-

-

-

Employees3 (?)

-

-

443

0.23%

0.30%

3.01%

Total Common Shares Outstanding3 (?)

13.8

0.00%

13.8

0.00%

0.00%

-1.05%

1-ExchangeRate: JPY to USD Average for Period

92.002316

 

78.815428

 

 

 

2-ExchangeRate: JPY to USD Average for Period

 

 

78.815428

 

 

 

3-ExchangeRate: JPY to USD Period End Date

94.088557

 

77.891271

 

 

 

Key Ratios

 

30-Sep-2012

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

Profitability

Gross Margin (?)

27.17%

30.14%

31.25%

36.63%

45.22%

Operating Margin (?)

1.38%

4.07%

8.87%

10.18%

24.04%

Pretax Margin (?)

1.94%

3.80%

9.59%

13.04%

23.54%

Net Profit Margin (?)

0.77%

2.41%

6.34%

8.13%

14.77%

Financial Strength

Current Ratio (?)

5.02

4.97

4.32

4.14

2.82

Long Term Debt/Equity (?)

0.00

0.00

0.00

0.00

0.00

Total Debt/Equity (?)

0.00

0.00

0.00

0.00

0.00

Management Effectiveness

Return on Assets (?)

0.84%

2.68%

7.71%

8.49%

21.39%

Return on Equity (?)

1.05%

3.37%

9.73%

11.25%

30.36%

Efficiency

Receivables Turnover (?)

9.62

9.31

9.10

6.90

8.35

Inventory Turnover (?)

3.95

4.30

4.02

3.45

5.10

Asset Turnover (?)

1.09

1.11

1.22

1.04

1.45

Market Valuation USD (mil)

P/E (TTM) (?)

70.76

.

Enterprise Value2 (?)

106.0

Price/Sales (TTM) (?)

1.49

.

Enterprise Value/Revenue (TTM) (?)

1.09

Price/Book (MRQ) (?)

1.96

.

Enterprise Value/EBITDA (TTM) (?)

12.75

Market Cap as of 17-May-20131 (?)

134.1

.

 

 

1-ExchangeRate: JPY to USD on 17-May-2013

102.157019

 

 

 

2-ExchangeRate: JPY to USD on 31-Mar-2013

94.088557

 

 

 

 

 

ANNUAL RATIOS

 

Financials in: USD (mil)

 

Except for share items (millions) and per share items (actual units)

 

 

 



 

 

30-Sep-2012

30-Sep-2011

30-Sep-2010

30-Sep-2009

30-Sep-2008

Financial Strength

Current Ratio (?)

5.02

4.97

4.32

4.14

2.82

Quick/Acid Test Ratio (?)

3.20

3.23

3.02

2.24

1.98

Working Capital1 (?)

61.3

64.4

56.7

51.6

49.0

Long Term Debt/Equity (?)

0.00

0.00

0.00

0.00

0.00

Total Debt/Equity (?)

0.00

0.00

0.00

0.00

0.00

Long Term Debt/Total Capital (?)

0.00

0.00

0.00

0.00

0.00

Total Debt/Total Capital (?)

0.00

0.00

0.00

0.00

0.00

Payout Ratio (?)

41.82%

50.62%

49.57%

51.62%

49.84%

Effective Tax Rate (?)

60.46%

36.67%

33.88%

37.68%

37.26%

Total Capital1 (?)

77.8

84.3

76.9

74.9

77.0

 

 

 

 

 

 

Efficiency

Asset Turnover (?)

1.09

1.11

1.22

1.04

1.45

Inventory Turnover (?)

3.95

4.30

4.02

3.45

5.10

Days In Inventory (?)

92.35

84.81

90.87

105.76

71.52

Receivables Turnover (?)

9.62

9.31

9.10

6.90

8.35

Days Receivables Outstanding (?)

37.93

39.22

40.09

52.89

43.72

Revenue/Employee2 (?)

249,422

265,559

273,556

262,048

329,243

Operating Income/Employee2 (?)

3,448

10,820

24,271

26,687

79,144

EBITDA/Employee2 (?)

19,185

24,154

43,469

45,274

90,022

 

 

 

 

 

 

Profitability

Gross Margin (?)

27.17%

30.14%

31.25%

36.63%

45.22%

Operating Margin (?)

1.38%

4.07%

8.87%

10.18%

24.04%

EBITDA Margin (?)

7.69%

9.10%

15.89%

17.28%

27.34%

EBIT Margin (?)

1.38%

4.07%

8.87%

10.18%

24.04%

Pretax Margin (?)

1.94%

3.80%

9.59%

13.04%

23.54%

Net Profit Margin (?)

0.77%

2.41%

6.34%

8.13%

14.77%

R&D Expense/Revenue (?)

-

0.57%

0.82%

-

-

COGS/Revenue (?)

72.83%

69.86%

68.75%

63.37%

54.78%

SG&A Expense/Revenue (?)

25.62%

24.66%

20.93%

25.80%

20.62%

 

 

 

 

 

 

Management Effectiveness

Return on Assets (?)

0.84%

2.68%

7.71%

8.49%

21.39%

Return on Equity (?)

1.05%

3.37%

9.73%

11.25%

30.36%

 

 

 

 

 

 

Valuation

Free Cash Flow/Share2 (?)

0.02

0.15

1.58

-0.31

1.02

Operating Cash Flow/Share 2 (?)

0.36

0.44

1.92

0.30

1.62

1-ExchangeRate: JPY to USD Period End Date

77.891271

77.08

83.54

89.535

106.165

2-ExchangeRate: JPY to USD Average for Period

77.891271

77.08

83.54

89.535

106.165

 

Current Market Multiples

Market Cap/Earnings (TTM) (?)

74.61

Market Cap/Equity (MRQ) (?)

2.07

Market Cap/Revenue (TTM) (?)

1.49

Market Cap/EBIT (TTM) (?)

35.40

Market Cap/EBITDA (TTM) (?)

17.51

Enterprise Value/Earnings (TTM) (?)

54.32

Enterprise Value/Equity (MRQ) (?)

1.51

Enterprise Value/Revenue (TTM) (?)

1.09

Enterprise Value/EBIT (TTM) (?)

25.77

Enterprise Value/EBITDA (TTM) (?)

12.75

 

FOREIGN EXCHANGE RATES

 

Currency

Unit

Indian Rupees

US Dollar

1

Rs.56.57

UK Pound

1

Rs.86.15

Euro

1

Rs.73.64

 

 

INFORMATION DETAILS

 

Report Prepared by :

PRL

 

 

RATING EXPLANATIONS

 

RATING

STATUS

 

 

PROPOSED CREDIT LINE

>86

Aaa

Possesses an extremely sound financial base with the strongest capability for timely payment of interest and principal sums

 

Unlimited

71-85

Aa

Possesses adequate working capital. No caution needed for credit transaction. It has above average (strong) capability for payment of interest and principal sums

 

Large

56-70

A

Financial & operational base are regarded healthy. General unfavourable factors will not cause fatal effect. Satisfactory capability for payment of interest and principal sums

 

Fairly Large

41-55

Ba

Overall operation is considered normal. Capable to meet normal commitments.

 

Satisfactory

26-40

B

Capability to overcome financial difficulties seems comparatively below average.

 

Small

11-25

Ca

Adverse factors are apparent. Repayment of interest and principal sums in default or expected to be in default upon maturity

 

Limited with full security

<10

C

Absolute credit risk exists. Caution needed to be exercised

 

 

Credit not recommended

--

NB

New Business

 

--

 

This score serves as a reference to assess SC’s credit risk and to set the amount of credit to be extended. It is calculated from a composite of weighted scores obtained from each of the major sections of this report. The assessed factors and their relative weights (as indicated through %) are as follows:

 

Financial condition (40%)            Ownership background (20%)                  Payment record (10%)

Credit history (10%)                   Market trend (10%)                                Operational size (10%)

 

PRIVATE & CONFIDENTIAL : This information is provided to you at your request, you having employed MIPL for such purpose. You will use the information as aid only in determining the propriety of giving credit and generally as an aid to your business and for no other purpose. You will hold the information in strict confidence, and shall not reveal it or make it known to the subject persons, firms or corporations or to any other. MIPL does not warrant the correctness of the information as you hold it free of any liability whatsoever. You will be liable to and indemnify MIPL for any loss, damage or expense, occasioned by your breach or non observance of any one, or more of these conditions

This report is issued at your request without any risk and responsibility on the part of MIRA INFORM PRIVATE LIMITED (MIPL) or its officials.