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Nippon Paint Holdings Co
(4612)
Nippon Paint Holdings Co (4612) vs. iShares MSCI Japan ETF (EWJ)
Nippon Paint Holdings Co Business Overview & Revenue Model
Nippon Paint Holdings Co Earnings Call Summary
Nippon Paint Holdings Co Financial Statement Overview
| Breakdown | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|
Income Statement | |||||
| Total Revenue | 1.77T | 1.64T | 1.44T | 1.31T | 998.28B |
| Gross Profit | 750.24B | 657.45B | 576.13B | 487.53B | 378.32B |
| EBITDA | 317.74B | 251.34B | 227.97B | 163.42B | 123.92B |
| Net Income | 179.80B | 127.34B | 118.48B | 79.42B | 67.57B |
Balance Sheet | |||||
| Total Assets | 4.02T | 3.07T | 2.71T | 2.44T | 1.96T |
| Cash, Cash Equivalents and Short-Term Investments | 424.34B | 288.30B | 289.65B | 242.60B | 138.81B |
| Total Debt | 1.42T | 760.01B | 739.77B | 722.06B | 523.03B |
| Total Liabilities | 2.19T | 1.46T | 1.35T | 1.29T | 986.39B |
| Stockholders Equity | 1.80T | 1.59T | 1.36T | 1.15T | 959.52B |
Cash Flow | |||||
| Free Cash Flow | 145.01B | 118.40B | 151.65B | 71.33B | 28.05B |
| Operating Cash Flow | 187.53B | 167.40B | 189.75B | 112.35B | 67.43B |
| Investing Cash Flow | -321.99B | -148.11B | -115.97B | -165.11B | -102.36B |
| Financing Cash Flow | 254.73B | -37.38B | -38.66B | 145.77B | -62.31B |
Nippon Paint Holdings Co Technical Analysis
Nippon Paint Holdings Co Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
75 Outperform | ¥55.28B | 9.57 | ― | 5.04% | -3.21% | 27.18% | |
74 Outperform | ¥174.29B | 14.96 | 6.87% | 1.11% | 2.88% | 16.60% | |
74 Outperform | ¥42.32B | 5.50 | ― | 3.70% | 14.83% | 51.42% | |
69 Neutral | ¥2.72T | 15.09 | 10.44% | 1.52% | 9.81% | 32.64% | |
68 Neutral | ¥466.36B | 13.77 | 13.71% | 3.38% | 0.29% | 27.84% | |
65 Neutral | ¥419.23B | 12.96 | 8.14% | 2.61% | -1.45% | ― | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% |
Nippon Paint Holdings Co Corporate Events
Nippon Paint Holdings has refinanced a bank loan used to acquire an equity interest in AOC, a global specialty formulator that has become its subsidiary, by replacing the original borrowing with a new long-term facility. The new loan totals JPY 670 billion, is provided by a syndicate of major Japanese banks, carries variable or fixed interest based on a base rate plus spread, and has an average term of 7.2 years with lump-sum repayment at maturity and no collateral or guarantees required.
By extending the maturity profile of this acquisition financing, Nippon Paint is lengthening its debt duration while maintaining liquidity following the AOC transaction. The company expects the impact of this refinancing on its business performance and financial position to be immaterial, suggesting that leverage and cash flow metrics should remain broadly stable for stakeholders.
The most recent analyst rating on (JP:4612) stock is a Buy with a Yen1144.00 price target. To see the full list of analyst forecasts on Nippon Paint Holdings Co stock, see the JP:4612 Stock Forecast page.
Nippon Paint Holdings reported strong results for the fiscal year ended December 31, 2025, with revenue rising 8.3% to ¥1.77 trillion and operating profit surging 38.1%, driven by improved profitability and higher margins that lifted earnings per share to ¥76.66. The company strengthened its financial base with higher total assets and equity, robust operating cash flow, and raised its annual dividend from ¥15 to ¥16 per share, while guiding for further growth in 2026 with forecast revenue of ¥1.92 trillion and a 10.1% increase in profit attributable to owners of the parent, signaling continued confidence in its business momentum and shareholder returns.
Nippon Paint’s improved profitability metrics, including a higher operating margin and return on equity, underscore operational efficiency gains and a stronger earnings profile. Expanded cash and cash equivalents alongside increased financing activities suggest active capital deployment, while the planned dividend increase for 2026 to ¥17 per share highlights management’s commitment to delivering rising payouts in step with earnings growth.
The most recent analyst rating on (JP:4612) stock is a Buy with a Yen1144.00 price target. To see the full list of analyst forecasts on Nippon Paint Holdings Co stock, see the JP:4612 Stock Forecast page.
Nippon Paint Holdings has refinanced the bank loan it originally used to acquire an equity stake in AOC, a global specialty formulator that became its subsidiary, converting that borrowing into a long-term facility. The new loan totals JPY 670 billion, is provided by a syndicate of major Japanese banks, carries variable or fixed interest based on a base rate plus spread, and has a 5–10 year term with lump-sum repayment at maturity, a move the company expects will have only an immaterial impact on its business performance and financial position.
By extending the loan’s maturity to an average of 7.2 years and securing unsecured funding from Sumitomo Mitsui Banking Corporation, MUFG Bank, Mizuho Bank, and Sumitomo Mitsui Trust Bank, Nippon Paint strengthens the financing structure behind its AOC acquisition. This refinancing supports the company’s long-term capital management and balance sheet stability while signaling confidence in the strategic value of AOC within its portfolio, with limited anticipated disruption for shareholders and creditors.
The most recent analyst rating on (JP:4612) stock is a Buy with a Yen1144.00 price target. To see the full list of analyst forecasts on Nippon Paint Holdings Co stock, see the JP:4612 Stock Forecast page.
Nippon Paint Holdings reported solid growth for the fiscal year ended December 31, 2025, with revenue rising 8.3% to ¥1.77 trillion and operating profit jumping 38.1%, driving a 42.8% increase in profit attributable to owners of the parent. Profitability metrics improved notably, as operating margin and return on equity strengthened, while cash flows from operations increased and a higher annual dividend of ¥16 per share was declared.
The balance sheet expanded to just over ¥4.0 trillion in total assets, reflecting active investment and financing activities, while equity attributable to owners of the parent also increased. For 2026, the company forecasts a further 8.2% rise in revenue and a 10.1% increase in profit attributable to owners of the parent, signaling continued earnings momentum and a modestly higher dividend outlook that suggests confidence in sustained growth and shareholder returns.
The most recent analyst rating on (JP:4612) stock is a Buy with a Yen1144.00 price target. To see the full list of analyst forecasts on Nippon Paint Holdings Co stock, see the JP:4612 Stock Forecast page.
Nippon Paint Holdings has reported progress on its ongoing share buyback program, acquiring 4,643,700 common shares for about 4.8 billion yen via market purchases on the Tokyo Stock Exchange between January 1 and January 31, 2026. These purchases form part of a Board-approved plan, authorized in October 2025, to buy back up to 35 million shares or 30 billion yen of stock by February 28, 2026.
As of January 31, 2026, the company has cumulatively repurchased 25,541,400 shares for approximately 25.7 billion yen under this resolution. The scale and pace of the buyback underline Nippon Paint’s commitment to capital efficiency and shareholder returns, potentially supporting its share price and signaling confidence in its financial position and long-term strategy.
The most recent analyst rating on (JP:4612) stock is a Buy with a Yen1144.00 price target. To see the full list of analyst forecasts on Nippon Paint Holdings Co stock, see the JP:4612 Stock Forecast page.
Nippon Paint Holdings has disclosed the latest progress in its ongoing share buyback program, reporting the acquisition of 4,015,700 common shares on the Tokyo Stock Exchange between December 1 and December 31, 2025, for a total of approximately 4.11 billion yen through market purchases under a discretionary trading agreement. This activity forms part of a broader board-approved buyback framework, authorized in October 2025 for up to 35 million shares or 30 billion yen through February 28, 2026, under which the company has cumulatively repurchased 20,897,700 shares for about 20.91 billion yen as of December 31, 2025, signaling an ongoing capital allocation effort that may support shareholder returns and earnings per share by reducing the free float.
The most recent analyst rating on (JP:4612) stock is a Buy with a Yen1144.00 price target. To see the full list of analyst forecasts on Nippon Paint Holdings Co stock, see the JP:4612 Stock Forecast page.
Nippon Paint Holdings Co., Ltd. has announced the acquisition of 9,539,900 shares of its own common stock, amounting to approximately 9.38 billion yen, during November 2025. This move is part of a larger plan approved by the Board of Directors to acquire up to 35 million shares, or 1.5% of total issued shares, by February 2026, with a total acquisition budget of up to 30 billion yen. The acquisition is conducted through market purchases on the Tokyo Stock Exchange, indicating a strategic effort to manage capital structure and potentially enhance shareholder value.
The most recent analyst rating on (JP:4612) stock is a Buy with a Yen1149.00 price target. To see the full list of analyst forecasts on Nippon Paint Holdings Co stock, see the JP:4612 Stock Forecast page.