The earnings call reflects a strong financial performance with significant growth in core operating income, improved financial health, and increased dividends. However, challenges remain in the semiconductor industry and specific regional segments, with delayed capital investments impacting growth prospects.

Company Guidance -

Q1 2025

During the fourth quarter earnings call for Nippon Sansa Holdings Corporation, several key financial and operational metrics were highlighted. The company reported a core operating income exceeding the targets set in their medium-term management plan, NS Vision 2026, demonstrating a significant improvement in profitability. Despite global geopolitical tensions and economic challenges, the company achieved a 3.6% revenue increase forecast for FY 2025, driven by strategic price management and productivity initiatives. The EBITDA margin improved by 180 basis points to 21.7%, while the adjusted net TE ratio improved to 0.74x. Additionally, they planned capital expenditures of approximately ¥165 billion for the current fiscal year, aimed at enhancing growth in the electronics and industrial gas sectors. The company maintained a stable dividend policy, proposing a 20% increase, reflecting a compound annual growth rate of 14% since 2014. With a focus on achieving an EBITDA margin target above 17%, Nippon Sansa Holdings remains committed to strategic investments and operational excellence to sustain its growth trajectory.

Strong Core Operating Income Growth

Core operating income exceeded the target of the NS Vision 2026, showing significant growth. The team managed solid price management and productivity initiatives, leading to a COI growth of 16% in Q4 and 27% for the full year.

Improved Financial Health

EBITDA to debt ratio improved significantly from near five times to 3.4 times by the end of fiscal year 2024. This demonstrates the company's solid work in progress over the past few years.

Record Dividend Increase

The company proposed a 20% increase in dividends from ¥20 to ¥24 per share, marking a compound annual growth rate of approximately 14% since 2014.

Positive Outlook for Fiscal Year 2025

The company expects sales to increase by 3.6% and core operating income to rise by 6.6% in fiscal year 2025, driven by strong price management, productivity initiatives, and a recovery in electronics.

Sustainability Recognition

MSCI score upgraded from BB to BBB and FTSE score improved from 3.2 to 3.5. The group was selected for the first time for the ESG index and included in the investment portfolio of GPIF.

Nippon Sanso Holdings Corporation (JP:4091) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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JP:4091 Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 31, 2025	2025 (Q1)	70.23 / -	67.19	―	―	―
May 12, 2025	2024 (Q4)	61.22 / 49.21	75.096	-34.47% (-25.89)	―	―
Feb 05, 2025	2024 (Q3)	68.16 / 65.34	57.4	13.83% (+7.94)	―	―
Oct 31, 2024	2024 (Q2)	69.11 / 46.46	55.42	-16.17% (-8.96)	―	―
Jul 30, 2024	2024 (Q1)	63.07 / 67.19	56.74	18.42% (+10.45)	―	―
May 13, 2024	2023 (Q4)	71.86 / 75.10	47.778	57.18% (+27.32)	―	―
Feb 02, 2024	2023 (Q3)	55.10 / 57.40	39.85	44.04% (+17.55)	―	―
Oct 31, 2023	2023 (Q2)	47.91 / 55.42	41.27	34.29% (+14.15)	―	―
Jul 28, 2023	2023 (Q1)	43.89 / 56.74	39.95	42.03% (+16.79)	―	―
May 11, 2023	2022 (Q4)	41.36 / 47.78	32.277	48.02% (+15.50)	―	―

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

JP:4091 Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 12, 2025	¥4908.00	¥4835.00	-1.49%
Feb 05, 2025	¥4263.20	¥4235.34	-0.65%
Oct 31, 2024	¥5276.02	¥5350.64	+1.41%
Jul 30, 2024	¥4544.64	¥4663.50	+2.62%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Nippon Sanso Holdings Corporation (JP:4091) report earnings?

Nippon Sanso Holdings Corporation (JP:4091) is schdueled to report earning on Jul 31, 2025, TBA (Confirmed).

What is Nippon Sanso Holdings Corporation (JP:4091) earnings time?

Nippon Sanso Holdings Corporation (JP:4091) earnings time is at Jul 31, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is the P/E ratio of Nippon Sanso Holdings Corporation stock?

The P/E ratio of Nippon Sanso Holdings Corporation is N/A.

What is JP:4091 EPS forecast?

JP:4091 EPS forecast for the fiscal quarter 2025 (Q1) is 70.23.

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