ProfitabilitySustained gross margins near 28% and rising net margin to 11.1% indicate durable pricing power and cost control. Over the next 2-6 months this supports stable operating profits, resilience through demand cycles, and capacity to sustain reinvestment and shareholder distributions.

Balance Sheet StrengthA high equity ratio (~67.8%) and low leverage provide long-term financial flexibility, lowering refinancing and solvency risk. This balance sheet strength supports investment, absorbs shocks, and enables strategic initiatives without heavy external funding over the medium term.

Operating Cash Flow ImprovementMaterial improvement in operating cash flow demonstrates better cash conversion of earnings and underlying business cash generation. That durable cash flow supports ongoing capex, working capital needs, and dividend capacity even if investment levels remain elevated.

Bears Say

Negative Free Cash FlowPersistent negative free cash flow driven by elevated capex is a structural risk: it can erode liquidity, force external funding, or crowd out discretionary returns if capex does not quickly generate proportionate returns. Monitor capex returns and funding plans.

Revenue Growth VolatilityFluctuating top-line growth reduces predictability of future earnings and capital allocation. Structural volatility can complicate long-term planning, investment timing, and margin sustainability if demand or pricing power swings recur across cycles.

Modest Return On EquityAn ROE of ~7.4% is modest relative to capital intensity and suggests limited efficiency in deploying equity. Over the medium term this may constrain shareholder returns and indicates room to improve asset utilization or margin expansion to justify reinvestment levels.

3891 FAQ

What was Nippon Kodoshi Corporation’s price range in the past 12 months?

Nippon Kodoshi Corporation lowest stock price was ¥1351.00 and its highest was ¥4450.00 in the past 12 months.

What is Nippon Kodoshi Corporation’s market cap?

Nippon Kodoshi Corporation’s market cap is ¥45.55B.

When is Nippon Kodoshi Corporation’s upcoming earnings report date?

Nippon Kodoshi Corporation’s upcoming earnings report date is Apr 23, 2026 which is in 45 days.

How were Nippon Kodoshi Corporation’s earnings last quarter?

Nippon Kodoshi Corporation released its earnings results on Jan 29, 2026. The company reported ¥72.46 earnings per share for the quarter, beating the consensus estimate of N/A by ¥72.46.

Is Nippon Kodoshi Corporation overvalued?

According to Wall Street analysts Nippon Kodoshi Corporation’s price is currently Overvalued. Get more investment ideas with TipRanks Premium

Does Nippon Kodoshi Corporation pay dividends?

Nippon Kodoshi Corporation pays a Semiannually dividend of ¥40 which represents an annual dividend yield of 2.28%. See more information on Nippon Kodoshi Corporation dividends here

What is Nippon Kodoshi Corporation’s EPS estimate?

Nippon Kodoshi Corporation’s EPS estimate for its next earnings report is not yet available.

How many shares outstanding does Nippon Kodoshi Corporation have?

Nippon Kodoshi Corporation has 10,698,482 shares outstanding.

What happened to Nippon Kodoshi Corporation’s price movement after its last earnings report?

Nippon Kodoshi Corporation reported an EPS of ¥72.46 in its last earnings report, beating expectations of N/A. Following the earnings report the stock price went down -4.173%.

Which hedge fund is a major shareholder of Nippon Kodoshi Corporation?

Currently, no hedge funds are holding shares in JP:3891

What is the TipRanks Smart Score and how is it calculated?

Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

Company Description

Nippon Kodoshi Corporation

Nippon Kodoshi Corporation manufactures and sells separators in Japan and internationally. The company offers aluminum electrolytic capacitors for electronic devices and home appliances; separators for conductive polymer solid capacitors that are used for digital home appliances, such as PC and flat TV; and separators for electric double layer capacitors that are used for OA equipment, industrial machines, eco-car, and clean energy. It also provides battery separators for alkaline battery and lithium ion battery. Nippon Kodoshi Corporation was incorporated in 1941 and is headquartered in Kochi, Japan.