Stock 2651 LAWSON, INC.
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Financials Lawson, Inc.

Equities

2651

JP3982100004

Food Retail & Distribution

Market Closed - Japan Exchange
Other stock markets
 11:30:00 02/05/2024 am IST 		5-day change 1st Jan Change
10,315 JPY -0.10% Intraday chart for Lawson, Inc. -0.15% +41.63%
01/05 KDDI Completes Tender Offer for Lawson MT
25/04 KDDI Corporation completed the acquisition of additional 47.88% stake in Lawson, Inc. from its shareholders for ¥400 billion. CI

Valuation

Fiscal Period: February 2019 2020 2021 2022 2023 2024 2025 2026
Capitalization 1 6,75,387 5,73,357 4,97,834 4,80,342 5,36,413 10,32,304 - -
Enterprise Value (EV) 1 7,57,747 7,61,895 5,33,645 4,83,351 12,33,355 10,26,304 16,65,504 14,76,010
P/E ratio 26.4 x 28.5 x 57.3 x 26.8 x 18.1 x 19.7 x 19.9 x 18.5 x
Yield 3.78% 2.62% 3.02% 3.13% 2.8% 1.15% 2.53% 2.67%
Capitalization / Revenue 0.96 x 0.79 x 0.75 x 0.69 x 0.54 x 0.94 x 0.91 x 0.89 x
EV / Revenue 1.08 x 1.04 x 0.8 x 0.69 x 1.23 x 0.94 x 1.47 x 1.27 x
EV / EBITDA 5.94 x 5.36 x 4.39 x 3.8 x 8.82 x 3.34 x 5.29 x 4.58 x
EV / FCF 15.9 x 4.82 x 2.76 x 5.1 x 9.46 x 3.13 x 6.04 x 5.91 x
FCF Yield 6.28% 20.7% 36.2% 19.6% 10.6% 31.9% 16.6% 16.9%
Price to Book 2.44 x 2.12 x 1.86 x 1.76 x 2.15 x 3.6 x 3.25 x 2.98 x
Nbr of stocks (in thousands) 1,00,057 1,00,062 1,00,067 1,00,071 1,00,077 1,00,078 - -
Reference price 2 6,750 5,730 4,975 4,800 5,360 10,315 10,315 10,315
Announcement Date 11/04/19 09/04/20 08/04/21 11/04/22 13/04/23 11/04/24 - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: February 2019 2020 2021 2022 2023 2024 2025 2026
Net sales 1 7,00,647 7,30,236 6,66,001 6,98,371 10,00,385 10,87,964 11,30,419 11,64,658
EBITDA 1 1,27,625 1,42,126 1,21,654 1,27,038 1,39,904 3,07,377 3,14,800 3,22,625
EBIT 1 60,781 62,943 40,876 47,096 54,459 94,090 93,383 97,583
Operating Margin 8.67% 8.62% 6.14% 6.74% 5.44% 8.65% 8.26% 8.38%
Earnings before Tax (EBT) 1 39,876 30,319 18,230 28,098 47,134 77,292 77,672 82,415
Net income 1 25,585 20,108 8,689 17,900 29,708 52,148 51,924 55,813
Net margin 3.65% 2.75% 1.3% 2.56% 2.97% 4.79% 4.59% 4.79%
EPS 2 255.7 201.0 86.84 178.9 296.9 521.1 519.3 558.8
Free Cash Flow 1 47,577 1,57,921 1,93,190 94,863 1,30,419 3,27,584 2,75,700 2,49,600
FCF margin 6.79% 21.63% 29.01% 13.58% 13.04% 30.11% 24.39% 21.43%
FCF Conversion (EBITDA) 37.28% 111.11% 158.8% 74.67% 93.22% 106.57% 87.58% 77.37%
FCF Conversion (Net income) 185.96% 785.36% 2,223.39% 529.96% 439% 628.18% 530.96% 447.21%
Dividend per Share 2 255.0 150.0 150.0 150.0 150.0 117.5 261.2 275.9
Announcement Date 11/04/19 09/04/20 08/04/21 11/04/22 13/04/23 11/04/24 - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: February 2020 S1 2021 S1 2022 Q2 2022 S1 2022 Q3 2022 Q4 2023 Q1 2023 Q2 2023 S1 2023 Q3 2023 Q4 2024 Q1 2024 Q2 2024 S1 2024 Q3 2024 Q4 2025 Q1 2025 Q2 2025 S1 2025 Q3 2025 Q4
Net sales 1 3,69,131 3,22,890 1,79,504 3,48,768 1,73,721 1,75,882 2,37,756 2,45,747 4,83,503 2,53,882 2,51,236 2,64,100 2,81,392 5,45,492 2,68,651 2,73,821 2,81,394 2,99,922 5,81,316 2,81,394 2,95,290
EBITDA - - 35,855 - 31,984 - - - - - - - - - - - - - - - -
EBIT 1 36,763 16,690 16,089 26,706 11,945 8,445 13,279 15,714 28,993 16,161 9,902 26,246 26,823 53,069 22,212 18,809 30,651 31,375 62,026 25,677 12,297
Operating Margin 9.96% 5.17% 8.96% 7.66% 6.88% 4.8% 5.59% 6.39% 6% 6.37% 3.94% 9.94% 9.53% 9.73% 8.27% 6.87% 10.89% 10.46% 10.67% 9.12% 4.16%
Earnings before Tax (EBT) 1 30,632 7,383 - 26,055 10,193 - 12,758 - 26,109 14,944 - 24,041 23,868 47,909 19,920 9,463 - - - - -
Net income 1 20,107 3,307 11,768 17,405 6,973 -6,478 8,029 7,380 15,409 10,714 -1,434 16,095 16,308 32,403 13,479 6,266 - - - - -
Net margin 5.45% 1.02% 6.56% 4.99% 4.01% -3.68% 3.38% 3% 3.19% 4.22% -0.57% 6.09% 5.8% 5.94% 5.02% 2.29% - - - - -
EPS 2 201.0 33.05 117.6 173.9 69.68 -64.74 80.24 73.74 154.0 107.0 -14.33 160.8 163.0 323.8 134.7 62.62 - - - - -
Dividend per Share 75.00 75.00 75.00 75.00 - 75.00 - 75.00 75.00 - 75.00 - - 117.5 - - - - - - -
Announcement Date 09/10/19 08/10/20 07/10/21 07/10/21 07/01/22 11/04/22 11/07/22 06/10/22 06/10/22 10/01/23 13/04/23 11/07/23 13/10/23 13/10/23 12/01/24 11/04/24 - - - - -
1JPY in Million2JPY
Estimates

Balance Sheet Analysis

Fiscal Period: February 2019 2020 2021 2022 2023 2024 2025 2026
Net Debt 1 82,360 1,88,538 35,811 3,009 6,96,942 6,34,402 6,33,200 4,43,706
Net Cash position 1 - - - - - - - -
Leverage (Debt/EBITDA) 0.6453 x 1.327 x 0.2944 x 0.0237 x 4.982 x 2.083 x 2.011 x 1.375 x
Free Cash Flow 1 47,577 1,57,921 1,93,190 94,863 1,30,419 3,27,584 2,75,700 2,49,600
ROE (net income / shareholders' equity) 9.3% 7.3% 3.2% 6.6% 12.4% 19.5% 17.1% 16.7%
ROA (Net income/ Total Assets) 5.15% 4.17% 0.6% 3.52% 2.63% 3.28% 3.29% 3.38%
Assets 1 4,97,233 4,81,810 14,48,167 5,08,481 11,28,110 15,04,458 15,79,017 16,48,936
Book Value Per Share 2 2,764 2,707 2,675 2,727 2,497 2,845 3,177 3,456
Cash Flow per Share 2 924.0 992.0 894.0 978.0 2,413 2,652 1,453 1,495
Capex 1 61,344 44,782 34,764 46,769 45,906 55,806 77,000 75,500
Capex / Sales 8.76% 6.13% 5.22% 6.7% 4.59% 5.13% 6.81% 6.48%
Announcement Date 11/04/19 09/04/20 08/04/21 11/04/22 13/04/23 11/04/24 - -
1JPY in Million2JPY
Estimates

EPS & Dividend

Year-on-year evolution of the PER

Year-on-year evolution of the Yield

Change in Enterprise Value/EBITDA

Ratings for Lawson, Inc.

Trading Rating
Investor Rating
ESG Refinitiv
B
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
8
Last Close Price
10,315 JPY
Average target price
9,298 JPY
Spread / Average Target
-9.86%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

Sector Supermarkets & Convenience Stores

1st Jan change Capi.
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Supermarkets & Convenience Stores
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