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Companies Materials 5603.T
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5603.T Tokyo Stock Exchange Iron & Steel

5603.T

¥1 198,00
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JPY
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Mcap
3,9B JPY
P/E
EV / Rev
Div yield
4,52 %
Op margin
4,1 %
ROE
5,6 %
Net margin
3,0 %
Debt / equity
0,63
Beta
52w range
Volume
Day range
Prev close
Open
Next earnings
Ex-dividend
TR 1Y
About

The company operates in the iron and steel industry, primarily engaged in mining activities to produce and sell steel products, generating revenue through the sale of these materials to industrial and construction sectors.

Business. The company operates in the iron and steel industry, primarily engaged in mining activities to produce and sell steel products, generating revenue through the sale of these materials to industrial and construction sectors.

Classification92 %
SectorBasic Materials
Business sectorMineral Resources
IndustryIron & Steel
ActivityMining
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
100
composite score
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
5,6 %
return on equity
Quality
57
quality score (0-100)

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 5603.
  • Sector rotation

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

    Developing storylines

    No tracked sagas currently linked to 5603.T. Browse all sagas →

    Analysis

    AI analysis
    Generated · analysis pipeline · tier hybrid · as of 2026-07-24 ↑ At a glance

    Opportunity

    — missing data

    Upcoming catalysts

    Scheduled public events. Informational only — not investment advice.

    • Macro
    • Rate decisionFederal Reserve rate decision (press conf.)2026-07-29 · US
    • 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
    • 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

    Composite score100 / 100
    Composite score 0-100 · Data quality 0,57
    Data quality0,57 / 1.00

    Synthesis

    Business

    The company operates in the iron and steel industry, primarily engaged in mining activities to produce and sell steel products, generating revenue through the sale of these materials to industrial and construction sectors.

    Classification92 %
    SectorBasic Materials
    Business sectorMineral Resources
    IndustryIron & Steel
    ActivityMining
    AI synthesis
    GENERATED

    The company's capital structure is characterized by a debt-to-equity ratio of 0.63, indicating a moderate reliance on debt financing. Its liquidity position is reflected in a current ratio of 1.69, suggesting the company has sufficient short-term assets to cover its short-term liabilities. However, the company's net cash position is negative after subtracting total debt, signaling potential liquidity constraints.

    Profitability metrics show a return on equity (ROE) of 5.56% and a return on assets (ROA) of 2.37%, which are below the industry median for ROE and ROA in the Iron & Steel sector. The company's gross profit margin is 15.58%, and its operating margin is 4.09%, both of which are lower than the industry median, indicating less efficient cost management and operational performance.

    The company's revenue is primarily concentrated in its domestic market, with no significant international revenue disclosed. This geographic concentration may expose the company to regional economic fluctuations and regulatory changes. The company operates as a single business segment, with no disclosed diversification into other product lines or markets.

    The company's growth trajectory is modest, with no significant revenue growth disclosed in the latest financial period. The company's operating cash flow of 4.81 billion JPY and free cash flow of 1.16 billion JPY suggest it has the capacity to fund operations and potentially invest in growth initiatives. However, the company's capital expenditure of 1.05 billion JPY indicates ongoing investment in its mining and production infrastructure.

    The company's risk profile is marked by a medium liquidity risk and a low dilution risk. The negative net cash position after subtracting total debt is a key liquidity flag. The company's valuation adjustments and dilution potential are minimal, suggesting a stable capital structure with limited near-term dilution pressure.

    Recent events and filings indicate the company has maintained a stable financial position, with no significant changes in its business operations or strategic direction. The company's latest earnings and revenue figures align with analyst estimates, suggesting consistent performance and transparency in financial reporting.

    Key takeaways
    • The company has a moderate debt-to-equity ratio, indicating a balanced capital structure.
    • Profitability metrics are below industry medians, suggesting room for improvement in cost management and operational efficiency.
    • The company's revenue is concentrated in its domestic market, increasing exposure to regional economic and regulatory risks.
    • The company has sufficient operating and free cash flow to support operations and potential growth initiatives.
    • The company's liquidity position is medium risk, with a negative net cash position after subtracting total debt.
    • The company's financial performance aligns with analyst estimates, indicating consistent and transparent reporting.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 198,00
    Market cap
    ¥4.05B
    Enterprise value
    ¥10.00B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    2.1x
    P / B
    0.3x
    P / Tangible book
    0.3x
    Tangible book
    ¥14.36B
    Net cash
    -¥5.95B
    Current ratio
    1.7
    Debt / equity
    0.6
    ROA
    2.4%
    ROE
    5.6%
    Cash conversion
    602.0%
    CapEx / revenue
    -4.0%
    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

    Options

    — missing data

    Short squeeze

    — missing data

    Earnings-call key lines

    — missing data

    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 riskMedium
    Filing-based flags
    • Net cash is negative after subtracting total debt.

    Benchmarks vs cohort

    Op Margin4,1 %Above median
    Net Margin3,0 %Above median
    ROE5,6 %Above median
    Capex / Rev-4,0 %Below median
    D/E0,63Below median
    Cash Conv6,02Best in class

    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
    • Ev To Operating Cash Flow
      enterprise_value / operating_cash_flow
    • Return On Equity
      net_income / total_equity
    • Price To Earnings
      market_price / (net_income / shares_outstanding_diluted)
    • Price To Book
      market_price / (adjusted_book_value / shares_outstanding_diluted)
    • Dilution Ratio
      (shares_outstanding_diluted - shares_outstanding_basic) / shares_outstanding_basic
    • Market Price
      input from market-data provider (delayed close or quote-shim mid)
    Source documents
    • 5603.T Market data — financials · 2026-05-26
    • Kogi Corp 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
    5603.TCanonical
    Tokyo Stock Exchange · JPY

    Intel & risk

    peak dispatch · —
    OSINT findings
    Dilution riskLow
    Liquidity riskMedium
    Net cash is negative after subtracting total debt.

    Evidence & claims

    From filings & derived data
    — missing data

    The Thread

    Everything we know, in order
    — missing data
    Sources filings · IR · transcripts · market data · tier hybrid · as of 2026-07-24 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage