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Net Protections Holdings, Inc.
(7383)
Net Protections Holdings, Inc. (7383) vs. iShares MSCI Japan ETF (EWJ)
Net Protections Holdings, Inc. Business Overview & Revenue Model
Net Protections Holdings, Inc. Financial Statement Overview
| Breakdown | TTM | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 | Mar 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 24.07B | 23.03B | 20.84B | 19.33B | 18.66B | 18.11B |
| Gross Profit | 14.21B | 23.03B | 20.84B | 19.33B | 18.66B | 18.11B |
| EBITDA | 4.38B | 3.86B | 1.00B | 979.00M | 2.21B | 2.55B |
| Net Income | 1.92B | 1.35B | -828.00M | -443.00M | 235.00M | 574.00M |
Balance Sheet | ||||||
| Total Assets | 90.51B | 70.85B | 60.28B | 55.40B | 53.04B | 44.92B |
| Cash, Cash Equivalents and Short-Term Investments | 23.12B | 17.04B | 10.81B | 10.56B | 12.12B | 8.30B |
| Total Debt | 7.96B | 10.54B | 8.54B | 8.46B | 5.68B | 6.88B |
| Total Liabilities | 69.58B | 51.62B | 42.50B | 36.94B | 34.40B | 34.41B |
| Stockholders Equity | 20.87B | 19.17B | 17.70B | 18.37B | 18.64B | 10.51B |
Cash Flow | ||||||
| Free Cash Flow | 9.13B | 5.02B | 191.00M | -4.07B | 143.00M | 5.66B |
| Operating Cash Flow | 9.15B | 6.57B | 1.93B | -2.63B | 951.00M | 6.35B |
| Investing Cash Flow | -1.71B | -1.51B | -1.76B | -1.76B | -767.00M | -894.00M |
| Financing Cash Flow | 1.56B | 1.21B | 75.00M | 2.84B | 3.63B | -1.89B |
Net Protections Holdings, Inc. Technical Analysis
Net Protections Holdings, Inc. Peers Comparison
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
84 Outperform | ¥83.29B | 22.18 | ― | 2.02% | 13.52% | 7.75% | |
81 Outperform | ¥26.02B | 16.28 | ― | 2.50% | 16.70% | 22.23% | |
68 Neutral | $18.00B | 11.42 | 9.92% | 3.81% | 9.73% | 1.22% | |
64 Neutral | ¥51.82B | 26.87 | ― | ― | 13.25% | 1251.39% | |
57 Neutral | ¥9.59B | -22.18 | ― | ― | 12.25% | -1134.27% | |
56 Neutral | ¥73.77B | 15.43 | ― | 2.44% | 15.20% | -16.02% | |
54 Neutral | ¥3.25B | 18.69 | ― | 2.04% | 12.86% | -63.06% |
Net Protections Holdings, Inc. Corporate Events
Net Protections Holdings, Inc. outlined how its new partnership with Sumitomo Mitsui Card will focus on the B2B domain, complementing Sumitomo Mitsui Card’s existing B2C alliance with GMO and reinforcing a clear division of roles across those segments. Management emphasized that the company’s rich data assets and broad customer base are a key attraction in B2B and are expected to help partners more effectively access the SMB market.
Executives disclosed that discussions with Sumitomo Mitsui Card have been underway intensively for four to five months, alongside efforts with major B2B merchant Otsuka Corporation, to which top sales resources were dedicated. While the full-year forecast remains unchanged and the quantitative impact is not yet specified, the company expects these partnerships to have a significant positive effect on performance from the fiscal year ending March 2028 onward, potentially strengthening its medium-term growth trajectory and competitive position in B2B payments.
The most recent analyst rating on (JP:7383) stock is a Hold with a Yen485.00 price target. To see the full list of analyst forecasts on Net Protections Holdings, Inc. stock, see the JP:7383 Stock Forecast page.
Net Protections Holdings CEO Shibata opened a financial results presentation covering the nine months ended December 31, 2025, outlining the structure of the briefing for investors and stakeholders. The session is set to first review key financial highlights and then move to management topics, signaling a focus on both recent performance and strategic direction, though specific figures and initiatives were not disclosed in this excerpt.
The most recent analyst rating on (JP:7383) stock is a Hold with a Yen532.00 price target. To see the full list of analyst forecasts on Net Protections Holdings, Inc. stock, see the JP:7383 Stock Forecast page.
Net Protections Holdings’ subsidiary Net Protections has signed a memorandum of understanding for a business alliance with Sumitomo Mitsui Card Company to expand B2B payment services in Japan. The partnership combines Net Protections’ “NP Kakebarai” platform and credit-screening expertise with Sumitomo Mitsui Card’s corporate cards, e-commerce processing and other cashless solutions, targeting rising demand for digital and compliant billing infrastructure.
Under the alliance, Sumitomo Mitsui Card will promote NP Kakebarai to the SMBC Group’s extensive corporate client base, while both firms explore cross-selling Sumitomo Mitsui Card’s financial products to NP Kakebarai users and linking factoring and other payment products to Net Protections’ systems. The move is expected to deepen Net Protections’ access to large corporate customers, enhance its role in Japan’s B2B cashless ecosystem and create new value-added services, with only a minor impact on the company’s near-term financial results.
The most recent analyst rating on (JP:7383) stock is a Hold with a Yen532.00 price target. To see the full list of analyst forecasts on Net Protections Holdings, Inc. stock, see the JP:7383 Stock Forecast page.
Net Protections Holdings has approved the launch of a shareholder benefit program that awards NP Points, its proprietary loyalty currency, to investors holding at least 100 shares as of March 31, 2026. The tiered scheme grants between 1,000 and 5,000 points, equivalent to the same amount in yen, which can be redeemed for discounts on atone BNPL purchases, merchandise at atone shops, or prize entries, with application details to be sent alongside the June 2026 shareholder meeting notice.
By linking shareholder rewards directly to usage of its atone service, the company aims both to express gratitude to existing investors and to promote broader, longer-term shareholding while driving engagement with its BNPL ecosystem. Future continuation of the special benefit has not yet been decided and will depend on factors such as the business environment, performance, and financial conditions, signaling a flexible capital return policy that balances investor incentives with operational and market considerations.
The most recent analyst rating on (JP:7383) stock is a Hold with a Yen532.00 price target. To see the full list of analyst forecasts on Net Protections Holdings, Inc. stock, see the JP:7383 Stock Forecast page.
Net Protections Holdings reported solid growth for the nine months ended December 31, 2025, with operating revenue rising 9.7% year on year to ¥18.96 billion and operating profit jumping 42.7% to ¥2.53 billion. Profit attributable to owners of the parent climbed 56.3% to ¥1.58 billion, while non-GAAP metrics also showed strength, with GMV up 19.3% to ¥570.83 billion, gross profit up 16.0% and EBITDA up 28.8%, highlighting improved scale and profitability in its payment services business.
The company’s balance sheet expanded, with total assets increasing to ¥90.51 billion, though the equity ratio declined to 23.1%, and it maintained a no-dividend policy for the current and prior fiscal years. For the full year to March 31, 2026, Net Protections forecasts continued double-digit top-line and earnings growth, projecting operating revenue of ¥25.40 billion and profit attributable to owners of the parent of ¥1.60 billion, underscoring expectations of sustained expansion in GMV and operating efficiency but signaling continued reinvestment over shareholder payouts.
The most recent analyst rating on (JP:7383) stock is a Hold with a Yen532.00 price target. To see the full list of analyst forecasts on Net Protections Holdings, Inc. stock, see the JP:7383 Stock Forecast page.
Net Protections Holdings said its subsidiary Net Protections, Inc. has signed a memorandum of understanding for a business alliance in B2B payments with Sumitomo Mitsui Card Company, aiming to jointly develop high-impact cashless services for corporate clients. The partners plan to strengthen joint sales by offering NP Kakebarai to SMBC Group’s corporate customers and, in turn, promote Sumitomo Mitsui Card’s corporate cards and digital financial platform to NP Kakebarai users, while also exploring system and operational integration, though the company expects only a minor short-term impact on its current fiscal results.
The collaboration will focus on addressing manual billing burdens, credit risk and regulatory compliance pressures that are hampering productivity in Japan’s B2B market, by linking Net Protections’ credit-screening and payment infrastructure with Sumitomo Mitsui Card’s existing payment and factoring solutions. By combining their respective strengths in B2B credit management and cashless settlement, the alliance is positioned to enhance both firms’ reach in the domestic corporate payments space and could deepen their roles in Japan’s broader drive toward digitalization of back-office functions.
The most recent analyst rating on (JP:7383) stock is a Hold with a Yen532.00 price target. To see the full list of analyst forecasts on Net Protections Holdings, Inc. stock, see the JP:7383 Stock Forecast page.
Net Protections Holdings has approved the introduction of a new shareholder benefit program that grants NP Points, its proprietary loyalty points, to investors holding at least 100 shares as of March 31, 2026. The benefit is structured on a sliding scale from 1,000 to 5,000 points, equivalent to the same value in yen, and can be redeemed for discounts on atone payments, merchandise at atone shops, or prize entries, reinforcing both shareholder engagement and usage of its BNPL ecosystem.
Guidance on how to claim the benefits will be sent to eligible shareholders with the notice of the June 2026 general meeting, with points valid for six months from issuance and requiring member registration. The company has not yet decided whether this special benefit will continue beyond this implementation and says future shareholder returns, including any continuation of such programs, will be determined after considering business conditions, performance, and financial status.
The most recent analyst rating on (JP:7383) stock is a Hold with a Yen532.00 price target. To see the full list of analyst forecasts on Net Protections Holdings, Inc. stock, see the JP:7383 Stock Forecast page.
Net Protections Holdings reported consolidated operating revenue of ¥18.96 billion for the nine months ended December 31, 2025, up 9.7% year-on-year, with operating profit surging 42.7% to ¥2.53 billion and profit attributable to owners of the parent jumping 56.3% to ¥1.58 billion. Non-GAAP GMV rose 19.3% to ¥570.83 billion and EBITDA climbed 28.8%, while total assets expanded to ¥90.51 billion, the equity ratio eased to 23.1%, the dividend remains at zero, and full-year guidance was maintained with continued double-digit growth projected in revenue, GMV, gross profit and earnings.
The company’s non-GAAP gross profit reached ¥9.09 billion, a 16.0% increase, reflecting rising transaction volumes in its payment services and improved profitability, which supports its positioning as a scalable fintech platform. Management kept its full-year forecast unchanged, targeting ¥25.4 billion in operating revenue and ¥1.6 billion in profit attributable to owners, underscoring confidence in sustained expansion despite a slightly lower equity ratio, a stance that signals a continued focus on growth over cash returns for shareholders in the current period.
The most recent analyst rating on (JP:7383) stock is a Hold with a Yen532.00 price target. To see the full list of analyst forecasts on Net Protections Holdings, Inc. stock, see the JP:7383 Stock Forecast page.
Net Protections Holdings has signed a memorandum of understanding with its subsidiary Net Protections, Inc. and card giant JCB Co., Ltd. to form a strategic business alliance in B2B payments, aiming to jointly capture the expanding corporate payment market and strengthen their competitive position. The partners plan to develop JCB-branded corporate cards by September 2027, enable NP Kakebarai invoices to be settled via credit card by December 2027, and deepen collaboration on corporate portal services, moves that are expected to enhance customer value and corporate productivity while having only a minor short-term impact on Net Protections’ current fiscal results.
The most recent analyst rating on (JP:7383) stock is a Hold with a Yen435.00 price target. To see the full list of analyst forecasts on Net Protections Holdings, Inc. stock, see the JP:7383 Stock Forecast page.
Net Protections Holdings, Inc. reported an increase in gross profit for the first half of 2025, driven by better-than-expected GMV performance and cost reductions. Despite a year-over-year decline in GMV for NP Atobarai and other services in the second quarter, the company remains optimistic about future growth, citing strong performance from NP Atobarai air and a promising pipeline for NP Atobarai. The leadership believes the current forecasts accurately reflect the company’s strength, with potential for further upside.
The most recent analyst rating on (JP:7383) stock is a Hold with a Yen663.00 price target. To see the full list of analyst forecasts on Net Protections Holdings, Inc. stock, see the JP:7383 Stock Forecast page.