Japan Pulp and Paper Co. Ltd. (JP:8032)
:8032
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Japan Pulp and Paper Co. Ltd.
(8032)
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Rating:65Neutral
Price Target:
¥1,290.00
▲(46.42% Upside)
Action:Reiterated
Date:05/15/26
The score is driven by strong technical momentum and trend support, tempered by moderate financial performance where cash flow and improving leverage are offset by a sharp decline in margins and returns. Valuation is a secondary headwind due to the higher P/E despite a mid-level dividend yield.
Positive Factors
Revenue growth
Revenue expansion (2026 vs 2025 ~+7.6%, fundamentals show ~9.4% growth) signals enduring demand across its distribution network and international channels. For a trading/distribution model, sustained top-line growth supports fixed-cost absorption, strengthens customer relationships and underpins recurring cash generation over the medium term.
Negative Factors
Sharp profitability decline
A dramatic fall in net margin and ROE (net margin ~4.7% to ~0.8%; ROE ~21% to ~3.7%) signals weakened long-term earnings power. This erosion reduces retained earnings for reinvestment, constrains return generation for shareholders and raises the bar for management to restore sustainable profitability.
Read all positive and negative factors
Positive Factors
Negative Factors
Revenue growth
Revenue expansion (2026 vs 2025 ~+7.6%, fundamentals show ~9.4% growth) signals enduring demand across its distribution network and international channels. For a trading/distribution model, sustained top-line growth supports fixed-cost absorption, strengthens customer relationships and underpins recurring cash generation over the medium term.
Read all positive factors
Japan Pulp and Paper Co. Ltd. (8032) vs. iShares MSCI Japan ETF (EWJ)
Market Cap
¥135.58B
Dividend Yield3.19%
Average Volume (3M)212.03K
Price to Earnings (P/E)26.2
Beta (1Y)0.81
Revenue Growth9.42%
EPS Growth-35.70%
CountryJP
Employees4,157
SectorBasic Materials
Sector Strength58
IndustryPaper, Lumber & Forest Products
Share Statistics
EPS (TTM)47.16
Shares Outstanding120,215,510
10 Day Avg. Volume153,100
30 Day Avg. Volume212,026
Financial Highlights & Ratios
PEG Ratio-0.73
Price to Book (P/B)0.96
Price to Sales (P/S)0.20
P/FCF Ratio6.54
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)78.72
Revenue Forecast (FY)¥510.20B
Japan Pulp and Paper Co. Ltd. Business Overview & Revenue Model
Company Description
Japan Pulp and Paper Company Limited engages in the manufacture, import, export, distribution, wholesale, and sale of papers, paperboards, pulp, and paper-related products worldwide. It offers household paper products and goods, processed papers, ...
How the Company Makes Money
Japan Pulp and Paper primarily makes money by acting as an intermediary and distributor in the paper and packaging supply chain. Its core revenue comes from the sale and distribution of paper and paper-related products that it procures from manufa...
Japan Pulp and Paper Co. Ltd. Financial Statement Overview
Summary
Income Statement
56
Neutral
Balance Sheet
60
Neutral
Cash Flow
64
Positive
| Breakdown | TTM | Mar 2026 | Mar 2025 | Mar 2024 | Mar 2023 | Mar 2022 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 564.10B | 606.78B | 554.52B | 534.23B | 545.28B | 444.76B |
| Gross Profit | 93.74B | 105.44B | 91.47B | 87.41B | 86.32B | 72.45B |
| EBITDA | 23.08B | 22.29B | 26.72B | 30.87B | 50.87B | 30.48B |
| Net Income | 5.82B | 4.72B | 7.57B | 10.36B | 25.39B | 11.50B |
Balance Sheet | ||||||
| Total Assets | 384.49B | 394.70B | 392.23B | 372.64B | 385.13B | 338.94B |
| Cash, Cash Equivalents and Short-Term Investments | 15.72B | 25.82B | 19.58B | 17.81B | 31.14B | 13.01B |
| Total Debt | 92.28B | 114.58B | 112.64B | 103.92B | 119.19B | 117.93B |
| Total Liabilities | 240.31B | 253.80B | 246.67B | 234.30B | 256.83B | 238.62B |
| Stockholders Equity | 132.60B | 128.93B | 134.07B | 127.60B | 118.43B | 92.91B |
Cash Flow | ||||||
| Free Cash Flow | 0.00 | 18.90B | 17.28B | 17.22B | -7.77B | 9.75B |
| Operating Cash Flow | 0.00 | 24.55B | 21.01B | 20.89B | 304.00M | 14.01B |
| Investing Cash Flow | 0.00 | -1.18B | -11.22B | -2.92B | 23.67B | -4.08B |
| Financing Cash Flow | 0.00 | -16.79B | -9.34B | -31.68B | -10.09B | -9.83B |
Japan Pulp and Paper Co. Ltd. Technical Analysis
Positive
881.00
Price Trends
1088.80
Positive
1033.69
Positive
865.50
Positive
Market Momentum
30.38
Negative
62.47
Neutral
62.30
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For JP:8032, the sentiment is Positive. The current price of 881 is below the 20-day moving average (MA) of 1135.50, below the 50-day MA of 1088.80, and above the 200-day MA of 865.50, indicating a bullish trend. The MACD of 30.38 indicates Negative momentum. The RSI at 62.47 is Neutral, neither overbought nor oversold. The STOCH value of 62.30 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for JP:8032.
Japan Pulp and Paper Co. Ltd. Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
67 Neutral | ¥158.40B | 12.48 | 3.57% | 1.31% | 0.86% | 158.75% | |
65 Neutral | ¥135.58B | 26.17 | ― | 3.19% | 9.42% | -35.70% | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
61 Neutral | ¥785.71B | 13.87 | 2.55% | 3.51% | 0.67% | 31.73% | |
57 Neutral | ¥136.24B | 20.97 | 3.97% | 2.71% | -5.88% | -52.79% | |
55 Neutral | ¥48.45B | 19.03 | -0.13% | 2.31% | -10.51% | -56.26% | |
49 Neutral | ¥159.06B | 19.04 | 1.66% | 1.53% | -1.57% | ― |
* Basic Materials Sector Average
JP:8032
Japan Pulp and Paper Co. Ltd.
1,151.00
582.39
102.42%
JP:3864
Mitsubishi Paper Mills
1,095.00
488.30
80.49%
JP:3863
Nippon Paper
1,364.00
323.39
31.08%
JP:3861
Oji Holdings
777.10
125.78
19.31%
JP:3865
Hokuetsu Corporation
897.00
-88.66
-8.99%
JP:3880
Daio Paper Corporation
958.00
123.05
14.74%
Japan Pulp and Paper Co. Ltd. Corporate Events
Japan Pulp & Paper books extraordinary losses tied to European restructuring
May 13, 2026
Japan Pulp Paper said it has booked substantial extraordinary losses for the fiscal year ended March 31, 2026, mainly linked to overseas and domestic subsidiaries whose share values have fallen. The company recognized impairment losses totaling J...
Japan Pulp & Paper Lifts Dividend Despite Profit Slump, Signals FY2027 Rebound
May 13, 2026
Japan Pulp Paper reported revenue of ¥606.8 billion for the year to March 31, 2026, up 9.4% year on year, but operating profit fell 28.0% to ¥10.8 billion and profit attributable to owners of parent dropped 37.6% to ¥4.7 billion. P...
Japan Pulp & Paper Advances Share Buyback, Repurchasing 3.45 Million Shares
May 1, 2026
Japan Pulp Paper Co., Ltd. has reported progress on its ongoing share buyback program authorized by the board on February 9, 2026, under which it may repurchase up to 5,000,000 common shares for a maximum of JPY 5.5 billion between February 10 an...
Japan Pulp & Paper Advances Share Buyback Under Board-Approved Program
Apr 1, 2026
Japan Pulp Paper Co., Ltd. has been actively repurchasing its own common shares under a board-approved program authorized in February 2026, using market purchases on the Tokyo Stock Exchange via a discretionary trading contract. The initiative fo...
Japan Pulp & Paper Grows Revenue but Warns of Sharper Profit Decline
Mar 6, 2026
Japan Pulp Paper reported consolidated revenue of ¥442.9 billion for the nine months to Dec. 31, 2025, up 9.2% year on year, but saw profitability deteriorate as operating profit fell 33.6% to ¥7.6 billion and profit attributable to own...
Japan Pulp & Paper Reports Initial Progress on ¥5.5 Billion Share Buyback
Mar 2, 2026
Japan Pulp Paper has disclosed the initial progress of a board-approved share buyback program, acquiring 1,046,400 common shares on the Tokyo Stock Exchange between February 10 and February 28, 2026, at a total cost of about JPY 1.16 billion via ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.