Update shared on 19 Nov 2025
Fair value Decreased 0.84%Narrative Update on Nippon Yusen Kabushiki Kaisha
Analysts have modestly lowered their price target for Nippon Yusen Kabushiki Kaisha from ¥5,380 to ¥5,334.55. This adjustment reflects updated expectations for growth, margins, and risk factors.
What's in the News
- The company announced a second quarter dividend of JPY 115.00 per share, down from JPY 130.00 per share a year ago. Dividends are scheduled to begin paying on December 3, 2025 (company announcement).
- Dividend guidance for the fiscal year ending March 31, 2026, was revised to JPY 110.00 per share, with the ordinary dividend forecasted at JPY 85.00 per share compared to JPY 195.00 previously (company guidance).
- A commemorative dividend of JPY 25.00 per share is expected for the year ending March 31, 2026 (company guidance).
- Consolidated earnings guidance for the year ending March 31, 2026, was lowered. The company now expects revenues of JPY 2,350,000 million, operating profit of JPY 120,000 million, and profit attributable to owners of parent of JPY 210,000 million (company guidance).
- From July to September 2025, the company repurchased 6,812,500 shares, completing the buyback plan with a total repurchase of 11,712,000 shares for JPY 61,101.18 million (company announcement).
Valuation Changes
- Consensus Analyst Price Target: Lowered modestly from ¥5,380 to ¥5,334.55, reflecting updated projections.
- Discount Rate: Increased slightly from 5.50% to 5.66%, indicating a higher perceived risk or required return.
- Revenue Growth: The expected decline has softened, moving from a previous value of -1.54% to -0.14% in the updated forecast.
- Net Profit Margin: Marginally decreased from 8.63% to 8.41% based on revised estimates.
- Future P/E Ratio: Increased from 11.15x to 11.39x, indicating a slight change in forward valuation.
Disclaimer
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