Stock 3292 AEON REIT INVESTMENT CORPORATION
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Financials AEON REIT Investment Corporation

Equities

3292

JP3047650001

Commercial REITs

Market Closed - Japan Exchange
Other stock markets
 02:00:00 2024-04-26 am EDT 		5-day change 1st Jan Change
137,400 JPY +0.37% Intraday chart for AEON REIT Investment Corporation +1.33% -2.83%
Apr. 16 Aeon Reit Management Executes a Status Assignment Agreement for the Acquisition of AEON MALL Ota MT
Apr. 15 AEON REIT Investment Corporation Revises Earnings Guidance for the Fiscal Period Ending July 31, 2024 (From February 1, 2024 to July 31, 2024) CI

Valuation

Fiscal Period: July 2019 2021 2023 2024 2025 2026
Capitalization 1 251,139 298,794 317,956 291,831 - -
Enterprise Value (EV) 1 251,139 298,794 317,956 291,831 431,247 291,831
P/E ratio 23.7 x 25.1 x 22.5 x 20.8 x 21.4 x 20.4 x
Yield 4.26% 3.99% 4.38% 4.87% 3.64% 4.91%
Capitalization / Revenue 7.72 x 8.47 x 7.93 x 6.94 x 6.94 x 6.79 x
EV / Revenue 7.72 x 8.47 x 7.93 x 6.94 x 10.3 x 6.79 x
EV / EBITDA - - - 10.8 x 32.5 x -
EV / FCF - - - - - -
FCF Yield - - - - - -
Price to Book 1.27 x 1.42 x - 1.18 x 1.18 x -
Nbr of stocks (in thousands) 1,777 1,873 2,124 2,124 - -
Reference price 2 141,300 159,500 149,700 137,400 137,400 137,400
Announcement Date 3/14/19 3/17/21 3/17/23 3/18/24 - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Annual data)

Fiscal Period: July 2019 2021 2022 2023 2024 2025 2026
Net sales 1 32,531 35,276 - 40,109 42,063 42,028 42,956
EBITDA 1 - - - - 26,908 13,289 -
EBIT 1 12,518 13,585 - 15,182 16,019 15,693 16,483
Operating Margin 38.48% 38.51% - 37.85% 38.08% 37.34% 38.37%
Earnings before Tax (EBT) 1 10,586 11,920 12,531 13,615 14,039 13,667 14,330
Net income 1 10,580 11,919 - 13,614 14,038 13,666 14,329
Net margin 32.52% 33.79% - 33.94% 33.37% 32.52% 33.36%
EPS 2 5,952 6,362 - 6,658 6,609 6,434 6,746
Free Cash Flow - - - - - - -
FCF margin - - - - - - -
FCF Conversion (EBITDA) - - - - - - -
FCF Conversion (Net income) - - - - - - -
Dividend per Share 2 6,022 6,362 - 6,557 6,692 5,002 6,746
Announcement Date 3/14/19 3/17/21 3/17/22 3/17/23 3/18/24 - -
1JPY in Million2JPY
Estimates

Income Statement Evolution (Quarterly data)

Fiscal Period: July 2020 S1 2020 S2 2021 S1 2021 S2 2022 S1 2022 S2 2023 S1 2023 S2 2024 S1 2024 S2 2025 S1 2025 S2 2026 S1 2026 S2
Net sales 1 16,358 16,895 17,574 17,701 17,697 19,929 20,121 19,987 21,008 21,055 21,025 21,033 21,283 21,245
EBITDA 1 10,669 11,195 11,418 11,471 11,445 12,905 12,743 12,788 13,473 13,435 13,290 13,289 - -
EBIT 1 6,226 6,646 6,783 6,802 6,750 7,692 7,562 7,620 7,971 8,049 7,725 7,973 8,123 8,106
Operating Margin 38.06% 39.33% 38.59% 38.43% 38.14% 38.6% 37.58% 38.13% 37.94% 38.23% 36.74% 37.91% 38.17% 38.16%
Earnings before Tax (EBT) 1 5,493 5,759 5,954 5,965 5,870 6,661 6,891 6,725 7,048 6,991 6,738 6,929 7,063 7,038
Net income 1 5,492 5,758 5,954 5,965 5,869 6,661 6,890 6,724 7,048 6,990 6,728 6,919 7,063 7,037
Net margin 33.57% 34.08% 33.88% 33.7% 33.17% 33.42% 34.24% 33.64% 33.55% 33.2% 32% 32.9% 33.19% 33.12%
EPS 2 3,090 3,103 3,178 3,184 3,133 3,249 3,370 3,288 3,318 3,291 3,168 3,257 3,325 3,313
Dividend per Share 2 3,047 3,074 3,178 3,184 3,200 3,315 3,274 3,283 3,350 3,356 3,342 3,343 3,370 3,358
Announcement Date 9/17/19 3/13/20 9/14/20 3/17/21 9/14/21 3/17/22 9/14/22 3/17/23 9/13/23 3/18/24 - - - -
1JPY in Million2JPY
Estimates

Balance Sheet Analysis

Fiscal Period: July 2019 2021 2023 2024 2025 2026
Net Debt 1 - - - 144,681 139,416 -
Net Cash position 1 - - - - - -
Leverage (Debt/EBITDA) - - - 5.413 x 10.49 x -
Free Cash Flow - - - - - -
ROE (net income / shareholders' equity) 5.34% 5.65% - 5.72% 2.85% -
ROA (Net income/ Total Assets) - - - 3.13% 1.56% -
Assets 1 - - - 451,907 877,116 -
Book Value Per Share 2 111,413 112,638 - 116,454 116,438 -
Cash Flow per Share - - - - - -
Capex 1 22,952 11,313 3,399 24,854 3,782 14,362
Capex / Sales 70.55% 32.07% 8.47% 59.13% 9% 33.43%
Announcement Date 3/14/19 3/17/21 3/17/23 3/18/24 - -
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 AEON REIT Investment Corporation

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EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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