Update shared on 17 Dec 2025
Fair value Increased 0.43%Analysts have nudged their price target for Nippon Yusen Kabushiki Kaisha slightly higher, from ¥5,248.18 to ¥5,270.91. They cite a modestly improved profit margin outlook that more than offsets a marginally weaker revenue growth trajectory and a slightly higher discount rate.
What's in the News
- ABS, ENEOS, Nippon Yusen Kabushiki Kaisha and SEACOR launched a joint study to build a commercial scale methanol bunkering and supply chain network along the U.S. Gulf Coast, targeting lower greenhouse gas emissions in line with IMO 2050 goals (company announcement).
- The company lowered its consolidated earnings guidance for the year ending March 31, 2026, cutting expected operating profit to JPY 120,000 million and profit attributable to owners of parent to JPY 210,000 million (corporate guidance).
- Dividend guidance for the year ending March 31, 2026 was revised down to a total of JPY 110.00 per share, including an ordinary year end dividend forecast reduced to JPY 85.00 per share (dividend guidance).
- For the second quarter ended September 30, 2025, the company declared a dividend of JPY 115.00 per share, down from JPY 130.00 per share a year earlier, with payment scheduled to start on December 3, 2025 (dividend announcement).
- Under its share repurchase program announced on May 8, 2025, the company completed buybacks totaling 11,712,000 shares, or 2.72 percent of shares outstanding, for approximately JPY 61.1 billion as of September 30, 2025 (buyback update).
Valuation Changes
- Fair Value Estimate has risen slightly to ¥5,270.91 from ¥5,248.18, reflecting a modest upward adjustment in intrinsic value.
- Discount Rate has inched higher to 5.74 percent from 5.74 percent, implying a marginally higher required return applied in the valuation model.
- Revenue Growth Forecast has become slightly more negative, moving to approximately minus 0.46 percent from minus 0.46 percent, signaling a marginally weaker top line outlook.
- Net Profit Margin has increased slightly to about 8.02 percent from 7.97 percent, indicating a modest improvement in expected profitability.
- Future P/E has edged down to roughly 11.94x from 11.97x, suggesting a slightly lower valuation multiple on forward earnings.
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