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Companies Basic Materials 5612.T
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5612.T Tokyo Stock Exchange Iron & Steel

5612.T

¥1 539,00
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Mcap
4,9B JPY
P/E
EV / Rev
Div yield
1,56 %
Op margin
2,2 %
ROE
0,9 %
Net margin
0,6 %
Debt / equity
0,98
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 extract and process raw materials for steel production.

Business. The company operates in the iron and steel industry, primarily engaged in mining activities to extract and process raw materials for steel production.

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
not yet scored
Valuation
valuation pending
Analysts
not yet wired
Ownership
not yet wired
Profitability
0,9 %
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 5612.
  • Sector rotation

    Sector1D1Mvs mkt
    Materials · THIS SECTOR+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−1,9 %−3,1 %−2,5 %
    Utilities−1,9 %+28,2 %−2,5 %

    Developing storylines

    No tracked sagas currently linked to 5612.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 iron and steel industry, primarily engaged in mining activities to extract and process raw materials for steel production.

    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 0.98, indicating a relatively balanced mix of debt and equity financing. Its liquidity position is assessed as medium, with a current ratio of 1.34, suggesting the company has sufficient short-term assets to cover its short-term liabilities. However, the company's free cash flow is negative at -2.6 billion JPY, which may indicate pressure on liquidity from capital expenditures.

    Profitability metrics show a return on equity of 0.93% and a return on assets of 0.36%, both of which are below the industry median for the Iron & Steel sector. The company's operating margin is 2.23% (calculated from operating income of 355 million JPY on revenue of 15.942 billion JPY), which is also below the industry median. This suggests the company is underperforming in terms of profitability relative to its peers.

    The company's revenue is concentrated in a single business segment, as disclosed in its financial statements, with no geographic diversification provided in the available data. This lack of diversification may expose the company to higher operational and market risks, particularly in the volatile mining and steel sectors.

    Looking at the growth trajectory, the company's revenue in the latest period was 15.942 billion JPY, with no specific growth rate provided. However, the negative free cash flow and high capital expenditures suggest that the company is investing heavily in its operations, which could be a sign of expansion or modernization efforts. The outlook for the next fiscal year is not explicitly provided, but the company's capital expenditures of 3.362 billion JPY indicate a significant investment in the near term.

    The company's risk assessment highlights a medium liquidity risk and a low dilution risk. The key flag of negative net cash after subtracting total debt suggests that the company's cash reserves are insufficient to cover its long-term debt obligations. This could lead to increased financial leverage and potential refinancing risks. The dilution risk is assessed as low, with no significant dilution potential from basic shares outstanding.

    Recent events and filings do not provide specific details on new projects or strategic initiatives. The company's latest actual EPS was 28.32 JPY, and its actual revenue was 15.942 billion JPY, aligning with the financial snapshot. There are no recent transcripts or filings that indicate significant changes in the company's strategic direction or operational performance.

    Key takeaways
    • The company has a balanced debt-to-equity ratio but faces liquidity challenges due to negative free cash flow.
    • Profitability metrics are below industry medians, indicating underperformance in the Iron & Steel sector.
    • The company's revenue is concentrated in a single segment, increasing operational and market risk.
    • High capital expenditures suggest significant investment in operations, potentially for expansion or modernization.
    • The company's liquidity risk is medium, and its dilution risk is low, with no significant dilution potential from basic shares.

    Bull / Bear case

    analysis pipeline
    — missing data

    In focus — financials by report

    Valuation

    Market price
    ¥1 539,00
    Market cap
    ¥4.95B
    Enterprise value
    ¥10.72B
    P/E
    Non-GAAP P/E
    EV / Revenue
    EV / Op income
    EV / OCF
    36.1x
    P / B
    0.5x
    P / Tangible book
    0.5x
    Tangible book
    ¥9.89B
    Net cash
    -¥5.77B
    Current ratio
    1.3
    Debt / equity
    1.0
    ROA
    0.4%
    ROE
    0.9%
    Cash conversion
    323.0%
    CapEx / revenue
    -21.1%
    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 Margin2,2 %Below median
    Net Margin0,6 %Below median
    ROE0,9 %Below median
    Capex / Rev-21,1 %Bottom quartile
    D/E0,98Bottom quartile
    Cash Conv3,23Above P75

    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
    • 5612.T Market data — financials · 2026-05-26
    • Nippon Chutetsukan KK 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
    5612.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 2026-08-04 Market data · Issuer disclosures · Public news · Earnings transcripts · Consensus estimates · ESG data Premium coverage