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Nippon Sanso Holdings Corporation (JP:4091)
:4091
RESEARCH TOOLSreports
Earnings Data
Report Date
Jul 25, 2025TBA Not Confirmed
Period Ending
2025 (Q1)Consensus EPS Forecast
70.23Last Year’s EPS
67.19Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 12, 2025
|% Change Since: 7.56%
|Next Earnings Date:Jul 25, 2025
Earnings Call Sentiment|Positive
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
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
JP:4091 Earnings History
Report Date | Fiscal Quarter | Forecast / EPS | Last Year's EPS | EPS YoY Change | Press Release | Slides | Play Transcript |
|---|---|---|---|---|---|---|---|
Jul 25, 2025 | 2025 (Q1) | 67.19 | ― | ― | ― | ||
May 12, 2025 | 2024 (Q4) | 75.096 | -34.47% (-25.89) | ― | ― | ||
Feb 05, 2025 | 2024 (Q3) | 57.4 | 13.83% (+7.94) | ― | ― | ||
Oct 31, 2024 | 2024 (Q2) | 55.42 | -16.17% (-8.96) | ― | ― | ||
Jul 30, 2024 | 2024 (Q1) | 56.74 | 18.42% (+10.45) | ― | ― | ||
May 13, 2024 | 2023 (Q4) | 47.778 | 57.18% (+27.32) | ― | ― | ||
Feb 02, 2024 | 2023 (Q3) | 39.85 | 44.04% (+17.55) | ― | ― | ||
Oct 31, 2023 | 2023 (Q2) | 41.27 | 34.29% (+14.15) | ― | ― | ||
Jul 28, 2023 | 2023 (Q1) | 39.95 | 42.03% (+16.79) | ― | ― | ||
May 11, 2023 | 2022 (Q4) | 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 25, 2025, TBA Not Confirmed.
What is Nippon Sanso Holdings Corporation (JP:4091) earnings time?
Nippon Sanso Holdings Corporation (JP:4091) earnings time is at Jul 25, 2025, TBA Not 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.