1948.T(1948.T)

$11430.00—Stale · unknown old

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1948.T(1948.T)

JPX • Last print unknown ago

$11430.00—Stale · unknown old

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1948.T(1948.T)

1948.T

9/17/26

Kodensha (1948.T)

Thursday

10:46 PM

ThesisThe company is experiencing a significant increase in project backlog and has secured major contracts, indicating strong future revenue potential.

Revenue Outlook

Metric	FY2024	FY2025
Revenue	$39.3B	$44.2B
Rev. Growth	+12.6%	+12.7%
EPS	$309.56	$324.27
EPS Growth	+205%	+4.8%
P/E	36.9×	35.2×

What’s Driving the Stock

01Kodensha's project backlog has increased by 25% YoY, indicating strong demand for infrastructure projects.
02The company has secured a $2B contract for a major transportation project in Tokyo, expected to enhance revenue significantly over the next few years.
03The company is exploring new technologies in construction that could reduce project timelines by up to 15%.
04Sustainable infrastructure development
05Digital transformation in construction
06Government infrastructure spending in Japan and Southeast Asia
07Successful bidding on large-scale projects
08Fluctuations in construction material costs

FY2025 Snapshot

Revenue: $44.2B
Rev. Growth: +12.7%
Gross Margin: 21.4%
Op. Margin: 8.8%
Net Margin: 6.4%
Net Income: $2.8B
NI Growth: +3.5%
EPS: $324.27
1Y Return: +356%

1948.T Chart

My Notes

"Our growing project pipeline reflects the increasing demand for infrastructure investment."
Moat: Kodensha's competitive advantage lies in its established reputation and strong relationships with government entities…
value - Investors may be attracted to the company's strong fundamentals and low debt levels, presenting a stable investment opportunity.
Moderate - While low interest rates can reduce financing costs for projects, rising rates may impact the affordability of new projects…
Watch on earnings: Government infrastructure spending levels, Construction material price indices, Project backlog growth rate.

One Sentence Summary:

Kodensha: the setup is constructive — kodensha's project backlog has increased by 25% yoy, indicating strong demand for infrastructure projects.

Auto-composed from Stock Alarm intelligence, financial statements, and analyst estimates. Not investment advice.

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Metric

FY2024

FY2025

P/E

36.9×

35.2×

What’s Driving the Stock

01Kodensha's project backlog has increased by 25% YoY, indicating strong demand for infrastructure projects.

02The company has secured a $2B contract for a major transportation project in Tokyo, expected to enhance revenue significantly over the next few years.

03The company is exploring new technologies in construction that could reduce project timelines by up to 15%.

04Sustainable infrastructure development

05Digital transformation in construction

06Government infrastructure spending in Japan and Southeast Asia

07Successful bidding on large-scale projects

08Fluctuations in construction material costs

My Notes

"Our growing project pipeline reflects the increasing demand for infrastructure investment."

Moat: Kodensha's competitive advantage lies in its established reputation and strong relationships with government entities…

value - Investors may be attracted to the company's strong fundamentals and low debt levels, presenting a stable investment opportunity.

Moderate - While low interest rates can reduce financing costs for projects, rising rates may impact the affordability of new projects…

Watch on earnings: Government infrastructure spending levels, Construction material price indices, Project backlog growth rate.