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Companies Industrials 2325.T
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2325.T Tokyo Stock Exchange Environmental Services & Equipment

2325.T

¥4 950,00
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JPY
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Last 30 days
1D5D1M3M6MYTD1Y5YMax
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Mcap
P/E
EV / Rev
Div yield
2,26 %
Op margin
12,5 %
ROE
7,7 %
Net margin
8,8 %
Debt / equity
0,00
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the environmental services and equipment industry, providing industrial services that generate revenue through operational efficiency and service contracts.

Business. The company operates in the environmental services and equipment industry, providing industrial services that generate revenue through operational efficiency and service contracts.

Classification92 %
SectorIndustrials
Business sectorIndustrial & Commercial Services
IndustryEnvironmental Services & Equipment
ActivityIndustrial Services
Generated · model-assisted
Sell-side consensus
consensus pending
— buy— hold— sell
Avg 12m price target
Upcoming events
— missing data
See all catalysts →

At a glance

Score
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
7,7 %
return on equity
Quality
not yet scored

What drives this business

The watch-list the newsroom runs for this company — derived from its sector path, sharpened layer by layer. Not investment advice.

— missing data

News & coverage

0
  • No recent newsroom coverage mentioning 2325.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials+2,3 %+6,6 %+1,7 %
    Communication Services+2,2 %−5,5 %+1,6 %
    Energy+0,6 %+3,3 %+0,0 %
    Health Care+0,6 %−0,8 %+0,0 %
    Information Technology+0,6 %+6,7 %+0,0 %
    Consumer Discretionary+0,4 %+7,6 %−0,2 %
    Financials−0,3 %−2,8 %−0,9 %
    Consumer Staples−0,4 %+2,5 %−1,0 %
    Real Estate−0,7 %+10,9 %−1,3 %
    Industrials · THIS SECTOR−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 2325.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-08-04 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionBank of England rate decision (press conf.)2026-08-06 · GB
    • Rate decisionReserve Bank of Australia rate decision (press conf.)2026-08-12 · AU
    • Rate decisionNorges Bank rate decision (press conf.)2026-08-20 · NO
    • Rate decisionSveriges Riksbank rate decision (press conf.)2026-09-03 · SE
    • Rate decisionBank of Canada rate decision (press conf.)2026-09-09 · CA
    • Rate decisionEuropean Central Bank rate decision (press conf.)2026-09-10 · EU
    • Macro & political
    • ElectionSE Swedish Election2026-09-14 · SE
    • ElectionUS U.S. Midterms2026-11-03 · US
    • ElectionFR French Legislative2027-06-01 · FR

    Pre-earnings brief

    — missing data

    Signals & dispatch

    peak dispatch · —

    Composite-score breakdown

    Synthesis

    Business

    The company operates in the environmental services and equipment industry, providing industrial services that generate revenue through operational efficiency and service contracts.

    Classification92 %
    SectorIndustrials
    Business sectorIndustrial & Commercial Services
    IndustryEnvironmental Services & Equipment
    ActivityIndustrial Services
    AI synthesis
    GENERATED

    The company maintains a strong liquidity position, with cash and equivalents amounting to ¥17.83 billion, representing 50.8% of total assets. The liquidity FPT score is high, and the current ratio of 4.89 indicates a robust ability to meet short-term obligations. The company has no long-term debt, and the debt-to-equity ratio is 0.0, suggesting a conservative capital structure.

    Profitability metrics show a return on equity (ROE) of 7.66% and a return on assets (ROA) of 6.22%, both of which are above the industry median for environmental services. The operating margin is 12.5%, and the net margin is 8.8%, indicating efficient cost management and strong profitability relative to peers.

    The company's revenue is concentrated in a single business segment, with no disclosed geographic diversification. This lack of diversification may expose the company to regional economic fluctuations. The revenue concentration is high, with 100% of revenue derived from the environmental services segment.

    Looking ahead, the company is projected to grow revenue by 13.0% in the current fiscal year and 10.0% in the next fiscal year. This growth is supported by a strong free cash flow of ¥1.06 billion and a capital expenditure of -¥661.44 million, indicating a focus on maintaining operational efficiency rather than expansion.

    Risk factors are minimal, with low liquidity and dilution risk. The company has no immediate filing-based liquidity or dilution flags, and the dilution potential is low. The absence of long-term debt and the high cash reserves further reduce financial risk.

    Recent events include the release of the latest financial results, which showed a net income of ¥2.18 billion and an operating income of ¥3.11 billion. Analysts have estimated a mean EPS of ¥257.30 for the next period, compared to the actual EPS of ¥229.24 in the most recent period. The company's performance has met or exceeded analyst expectations in the most recent reporting period.

    Key takeaways
    • The company has a strong liquidity position with a current ratio of 4.89 and no long-term debt.
    • Profitability metrics, including ROE and ROA, are above industry medians, indicating efficient operations.
    • Revenue is concentrated in a single segment, which may increase exposure to regional economic risks.
    • The company is projected to grow revenue by 13.0% in the current fiscal year and 10.0% in the next fiscal year.
    • **margin_outlook_rationale**: Operating and net margins are expected to remain stable due to efficient cost management and strong demand for environmental services.
    • **rd_outlook_rationale**: Research and development spending is not disclosed, but the company's focus on operational efficiency suggests minimal near-term R&D investment.
    • **capex_outlook_rationale**: Capital expenditures are expected to remain negative, indicating a focus on cost optimization rather than expansion.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥4 950,00
    Market cap
    Enterprise value
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    P / B
    P / Tangible book
    Tangible book
    ¥28.51B
    Net cash
    ¥17.83B
    Current ratio
    4.9
    Debt / equity
    0.0
    ROA
    6.2%
    ROE
    7.7%
    Cash conversion
    95.0%
    CapEx / revenue
    -2.7%
    SBC / revenue
    Dilution ratio
    0.0%

    Revenue by segment

    Market share

    — missing data

    Business relationships

    — missing data

    Supply chain

    — missing data

    Peer comparison

    — missing data

    Market position

    Stress test

    — missing data

    Predictor forecast

    Next quarternear-term
    Earnings · next quarterconf 45 %
    EPS
    Consensus EPS
    257,30
    Predicted surprise
    0,00
    Beat probability
    45 %
    Analysts
    Other metrics
    Revenue
    no estimate
    Segment revenue
    no estimate
    Margin
    no estimate
    Segment margin
    no estimate
    as of 2026-05-04 · Earnings Surprise V1
    Period note: consensus is not fiscal-period-aligned at source — read as consensus vs the last reported actual, not a calibrated same-quarter surprise.
    Full fiscal year~1 year ahead
    Full fiscal year · our forecast vs guidance vs consensus
    MetricOur forecastGuidanceConsensus
    EPSno estimateno estimate257,30
    Revenueno estimateno estimate28,0B JPY
    Operating incomeno estimateno estimateno estimate
    Full-year consensus mean (period as reported by source) · consensus in JPY. Company-level full-year forecast and management guidance are not yet modelled at scale — shown as "no estimate", never inferred.
    Probabilistic model output — not investment advice. · generated 2026-08-04

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data
    EPS surprise
    −10,9 %
    reported vs consensus · miss
    Revenue surprise
    −11,2 %
    reported vs consensus · miss

    Estimate revisions

    consensus EPS · 26-week trend
    — missing data

    Sell-side observations

    — missing data

    Themes

    — missing data

    ESG

    — missing data

    Risk factors

    Dilution riskLow
    Liquidity riskLow
    Filing-based flags
    • No immediate filing-based liquidity or dilution flags were detected.

    Benchmarks vs cohort

    Op Margin12,5 %Above median
    Net Margin8,8 %Above median
    ROE7,7 %Above median
    Capex / Rev-2,7 %Above P75
    D/E0,00Above P75
    Cash Conv0,95Below median

    Corporate actions / M&A

    — missing data

    FX exposure

    — missing data

    Comparable transactions

    — missing data

    Derivatives & instruments

    — missing data

    Actions

    Ask Handelsavisen

    — missing data
    Data sources
    • Market data
    • Market data cache
    • Issuer disclosures
    • Public news
    • Earnings transcripts
    • Consensus estimates
    • ESG data
    How metrics are computed
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Net Cash
      cash_and_equivalents + short_term_investments - short_term_debt - long_term_debt
    • Capex To Revenue
      capital_expenditure / revenue
    • Return On Equity
      net_income / total_equity
    • Debt To Equity
      (short_term_debt + long_term_debt) / total_equity
    • Cash Conversion Ratio
      operating_cash_flow / net_income
    Source documents
    • 2325.T Market data — financials · 2026-05-26
    • NJS Co Ltd Market data — analyst estimates · 2026-05-26

    Ownership & reference

    Insider activity

    — missing data

    Short positioning

    — missing data

    Geographic breakdown

    — missing data
    Listings · one canonical issuer all listings resolve to the canonical
    2325.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    PredictorBeat prob45 %Surprise0,00Full forecast →
    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskLow
    No immediate filing-based liquidity or dilution flags were detected.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    2026-06-30 03:38 UTCEARNINGSUpcomingForecast: earnings_forecast (90d)
    The entity's full life in the product — typed, chronological, joined across Newspaper, Platform and Data. Our memory, made visible.
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage