Komori
O

OKAMOTO GLASS CO.,LTD.

7746Electrical Equipment and Precision InstrumentsMicro cap
826JPY-9.8%
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Price history
¥826Latest+461.9%
Drag across the chart to measure the move between two points.Delayed 15 minutes · monthly closing basis
Business overview

This report provides a comprehensive overview of the business, centered on the fact that the Group’s principal business is the manufacture and sale of specialty glass and thin-film products. The business is organized into 4 segments, and its related companies operate mainly in Taiwan, China and Japan. The Group has formulated the medium-term management plan “GROWTH28,” under which it aims to achieve consolidated net sales of ¥10 billion and an operating profit margin of at least 10% in the fiscal year ending March 2029. It is pursuing increased production of thermal management substrates and glass polarizers, expanding products for the marine business, strengthening the supply chain, and shifting toward growth fields such as data centers. The Group is also promoting sustainability, digital transformation, human-resource development, occupational health and safety, and the advancement of women. Its overseas operations include sales offices in Taiwan and China.

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Key numbersShowing 8 of 17
PBR
9.45How many times the company's net assets? Around 1x is generally considered a benchmark.
ROE
-4.2%Earning power. A figure above 10% is generally considered good.
Dividend yield
0.0%The annual dividend as a percentage of the share price.
Market capitalization
¥24bnShare price × number of shares. The value of the entire company.
Equity ratio
30.0%The proportion of assets funded by money that does not have to be repaid.
Operating margin
-10.6%The percentage of revenue remaining from the company’s core business.
Revenue growth (3 years)
7.7%The average annual growth in sales over the past three years.
Forward P/E
320.79Forward P/E based on estimated earnings for the next fiscal year.
What to watch next
Completion of glass polarizer manufacturing equipment, representing a 200% increase in production capacity, and the start of mass-production ramp-up
Around July 2027, when completion is scheduled, through fiscal 2028 as the ramp-up progressesImpact HighLikelihood Medium
Completion and start-up of major investment in thermal management substrate manufacturing equipment, representing a 400% increase in production capacity
Around June 2029Impact HighLikelihood Low
Progress on new capital investment in thermal management substrates and data center modules, and its conversion into commercial flows, including orders
Expected to become visible in quarterly results from 2026 through 2028Impact HighLikelihood Medium
Establishment of mass production for G-injection® and the FP method, including improved yields, stable quality and better profitability
Based on disclosed results from 2026 onwardImpact MediumLikelihood Medium
The effectiveness of hedging against foreign exchange and raw material/energy price movements, and the absorption of costs, supporting or improving profit margins
To be monitored continuously from the next quarter onwardImpact MediumLikelihood Medium
What to watch next
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Who owns itTop holders total 27.0%
Listed holders 27.0%Everyone else 73.0%
有限会社オー・ジー・シー14.90%
岡本興産有限会社2.92%
Okamoto Tsuyoshi (岡本 毅)2.68%
Rakuten Securities, Inc. (shared account)1.62%
Morgan Stanley MUFG Securities Co., Ltd.1.07%
岡本 峻0.91%
窪寺 敏幸0.80%
岡本硝子社員持株会0.72%
2 other listed holders1.34%
Who owns it
HolderOwnership (%)
有限会社オー・ジー・シー14.90
岡本興産有限会社2.92
Okamoto Tsuyoshi (岡本 毅)2.68
Rakuten Securities, Inc. (shared account)1.62
Morgan Stanley MUFG Securities Co., Ltd.1.07
岡本 峻0.91
窪寺 敏幸0.80
岡本硝子社員持株会0.72
2 other listed holders1.34
This company's documents
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