View ValuationNippon Carbon 将来の成長Future 基準チェック /06Nippon Carbonの収益は年間5.5%で減少すると予測されていますが、年間収益は年間3.1%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に6.5% 3.6%なると予測されています。主要情報-5.5%収益成長率-3.62%EPS成長率Electrical 収益成長26.4%収益成長率3.1%将来の株主資本利益率6.47%アナリストカバレッジLow最終更新日04 Jun 2026今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesお知らせ • May 08Nippon Carbon Co., Ltd. to Report Q1, 2026 Results on May 08, 2026Nippon Carbon Co., Ltd. announced that they will report Q1, 2026 results on May 08, 2026お知らせ • Feb 10+ 1 more updateNippon Carbon Co., Ltd., Annual General Meeting, Mar 27, 2026Nippon Carbon Co., Ltd., Annual General Meeting, Mar 27, 2026.お知らせ • Dec 27Nippon Carbon Co., Ltd. to Report Fiscal Year 2025 Results on Feb 10, 2026Nippon Carbon Co., Ltd. announced that they will report fiscal year 2025 results on Feb 10, 2026お知らせ • Sep 26Nippon Carbon Co., Ltd. to Report Q3, 2025 Results on Nov 10, 2025Nippon Carbon Co., Ltd. announced that they will report Q3, 2025 results on Nov 10, 2025お知らせ • Jun 29Nippon Carbon Co., Ltd. to Report Q2, 2025 Results on Aug 08, 2025Nippon Carbon Co., Ltd. announced that they will report Q2, 2025 results on Aug 08, 2025お知らせ • Mar 27Nippon Carbon Co., Ltd. to Report Q1, 2025 Results on May 09, 2025Nippon Carbon Co., Ltd. announced that they will report Q1, 2025 results on May 09, 2025お知らせ • Feb 10Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2025Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2025.お知らせ • Jan 03Nippon Carbon Co., Ltd. to Report Fiscal Year 2024 Results on Feb 10, 2025Nippon Carbon Co., Ltd. announced that they will report fiscal year 2024 results on Feb 10, 2025Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: JP¥53.82 (vs JP¥61.03 in 3Q 2023)Third quarter 2024 results: EPS: JP¥53.82 (down from JP¥61.03 in 3Q 2023). Revenue: JP¥8.62b (down 1.4% from 3Q 2023). Net income: JP¥595.0m (down 12% from 3Q 2023). Profit margin: 6.9% (down from 7.7% in 3Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.お知らせ • Oct 16Nippon Carbon Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Nippon Carbon Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: JP¥120 (vs JP¥109 in 2Q 2023)Second quarter 2024 results: EPS: JP¥120 (up from JP¥109 in 2Q 2023). Revenue: JP¥10.4b (flat on 2Q 2023). Net income: JP¥1.32b (up 9.8% from 2Q 2023). Profit margin: 13% (up from 12% in 2Q 2023). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Declared Dividend • Aug 12Dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 27th December 2024 Payment date: 29th March 2025 Dividend yield will be 375%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but not covered by cash flows (dividend approximately 28x free cash flows). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 28Nippon Carbon Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Nippon Carbon Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024Board Change • May 22Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Yuriko Katayama was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • May 13First quarter 2024 earnings released: EPS: JP¥87.74 (vs JP¥68.09 in 1Q 2023)First quarter 2024 results: EPS: JP¥87.74 (up from JP¥68.09 in 1Q 2023). Revenue: JP¥8.44b (up 9.7% from 1Q 2023). Net income: JP¥969.0m (up 29% from 1Q 2023). Profit margin: 12% (up from 9.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.Declared Dividend • Apr 11Final dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 27th June 2024 Payment date: 6th September 2024 Dividend yield will be 307%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (77% earnings payout ratio) but not covered by cash flows (dividend approximately 28x free cash flows). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Mar 28Nippon Carbon Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Nippon Carbon Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €32.40, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 11x in the Electrical industry in Germany. Total returns to shareholders of 20% over the past three years.お知らせ • Feb 11Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2024Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2024.Reported Earnings • Feb 11Full year 2023 earnings released: EPS: JP¥367 (vs JP¥289 in FY 2022)Full year 2023 results: EPS: JP¥367 (up from JP¥289 in FY 2022). Revenue: JP¥37.9b (up 5.8% from FY 2022). Net income: JP¥4.05b (up 27% from FY 2022). Profit margin: 11% (up from 8.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.お知らせ • Dec 28Nippon Carbon Co., Ltd. to Report Fiscal Year 2023 Results on Feb 09, 2024Nippon Carbon Co., Ltd. announced that they will report fiscal year 2023 results on Feb 09, 2024Upcoming Dividend • Dec 21Upcoming dividend of JP¥100.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is on the higher end at 77%, and the cash payout ratio is above 100%. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.9%).Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: JP¥61.03 (vs JP¥96.53 in 3Q 2022)Third quarter 2023 results: EPS: JP¥61.03 (down from JP¥96.53 in 3Q 2022). Revenue: JP¥8.74b (up 5.3% from 3Q 2022). Net income: JP¥674.0m (down 37% from 3Q 2022). Profit margin: 7.7% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Sep 28Nippon Carbon Co., Ltd. to Report Q3, 2023 Results on Nov 10, 2023Nippon Carbon Co., Ltd. announced that they will report Q3, 2023 results on Nov 10, 2023New Risk • Aug 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 101% Dividend yield: 4.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: JP¥109 (vs JP¥101 in 2Q 2022)Second quarter 2023 results: EPS: JP¥109 (up from JP¥101 in 2Q 2022). Revenue: JP¥10.4b (down 1.5% from 2Q 2022). Net income: JP¥1.21b (up 7.7% from 2Q 2022). Profit margin: 12% (up from 11% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.お知らせ • Jun 28Nippon Carbon Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Nippon Carbon Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023Upcoming Dividend • Jun 22Upcoming dividend of JP¥100.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 07 September 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.0%).Reported Earnings • May 12First quarter 2023 earnings released: EPS: JP¥68.09 (vs JP¥69.36 in 1Q 2022)First quarter 2023 results: EPS: JP¥68.09 (down from JP¥69.36 in 1Q 2022). Revenue: JP¥7.70b (down 1.5% from 1Q 2022). Net income: JP¥752.0m (down 1.8% from 1Q 2022). Profit margin: 9.8% (in line with 1Q 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Apr 02Full year 2022 earnings released: EPS: JP¥289 (vs JP¥247 in FY 2021)Full year 2022 results: EPS: JP¥289 (up from JP¥247 in FY 2021). Revenue: JP¥35.8b (up 13% from FY 2021). Net income: JP¥3.19b (up 17% from FY 2021). Profit margin: 8.9% (up from 8.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Feb 12Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2023Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2023.Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥289 (vs JP¥247 in FY 2021)Full year 2022 results: EPS: JP¥289 (up from JP¥247 in FY 2021). Revenue: JP¥35.8b (up 13% from FY 2021). Net income: JP¥3.19b (up 17% from FY 2021). Profit margin: 8.9% (up from 8.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.お知らせ • Dec 28Nippon Carbon Co., Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Nippon Carbon Co., Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (2.8%).Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥96.53 (vs JP¥50.88 in 3Q 2021)Third quarter 2022 results: EPS: JP¥96.53 (up from JP¥50.88 in 3Q 2021). Revenue: JP¥8.31b (up 7.7% from 3Q 2021). Net income: JP¥1.07b (up 90% from 3Q 2021). Profit margin: 13% (up from 7.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: JP¥96.53 (vs JP¥50.88 in 3Q 2021)Third quarter 2022 results: EPS: JP¥96.53 (up from JP¥50.88 in 3Q 2021). Revenue: JP¥8.31b (up 7.7% from 3Q 2021). Net income: JP¥1.07b (up 90% from 3Q 2021). Profit margin: 13% (up from 7.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Oct 05Nippon Carbon Co., Ltd. to Report Q3, 2022 Results on Nov 10, 2022Nippon Carbon Co., Ltd. announced that they will report Q3, 2022 results on Nov 10, 2022Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥101 (vs JP¥60.02 in 2Q 2021)Second quarter 2022 results: EPS: JP¥101 (up from JP¥60.02 in 2Q 2021). Revenue: JP¥10.6b (up 25% from 2Q 2021). Net income: JP¥1.12b (up 69% from 2Q 2021). Profit margin: 11% (up from 7.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.7%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.お知らせ • Jul 01Nippon Carbon Co., Ltd. to Report Q2, 2022 Results on Aug 10, 2022Nippon Carbon Co., Ltd. announced that they will report Q2, 2022 results on Aug 10, 2022Upcoming Dividend • Jun 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 08 September 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.1%).Reported Earnings • May 11First quarter 2022 earnings released: EPS: JP¥69.36 (vs JP¥20.43 in 1Q 2021)First quarter 2022 results: EPS: JP¥69.36 (up from JP¥20.43 in 1Q 2021). Revenue: JP¥7.81b (up 29% from 1Q 2021). Net income: JP¥766.0m (up 239% from 1Q 2021). Profit margin: 9.8% (up from 3.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 2 independent directors (3 non-independent directors). Independent External Director Tadashi Tomikawa was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.お知らせ • Apr 08Nippon Carbon Co., Ltd. to Report Q1, 2022 Results on May 10, 2022Nippon Carbon Co., Ltd. announced that they will report Q1, 2022 results on May 10, 2022お知らせ • Mar 30+ 1 more updateNippon Carbon Co., Ltd. Announces Fiscal Year-End Dividend for the Year Ended December 31, 2021, Payable on March 30, 2022; Provides Second Quarter and Year End Dividend Guidance for the Year Ending December 31, 2022Nippon Carbon Co., Ltd. announced Fiscal year-end dividend of JPY 100.00 per share for the Year ended December 31, 2021. Scheduled date to commence dividend payments: March 30, 2022.The company also provided second quarter and year end dividend guidance for the Year ending December 31, 2022. For the second quarter, the company expects second quarter dividend of JPY 100.00 per share.For the year end, the company expects year end dividend of JPY 100.00 per share.お知らせ • Feb 12Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2022Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2022.Reported Earnings • Feb 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥247 (up from JP¥164 in FY 2020). Revenue: JP¥31.6b (up 18% from FY 2020). Net income: JP¥2.73b (up 51% from FY 2020). Profit margin: 8.6% (up from 6.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Over the next year, revenue is forecast to grow 11%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.Upcoming Dividend • Dec 23Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.7%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (0.8%).Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS JP¥50.88 (vs JP¥26.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.72b (up 35% from 3Q 2020). Net income: JP¥562.0m (up 94% from 3Q 2020). Profit margin: 7.3% (up from 5.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS JP¥60.02 (vs JP¥62.26 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: JP¥8.47b (up 14% from 2Q 2020). Net income: JP¥663.0m (down 3.8% from 2Q 2020). Profit margin: 7.8% (down from 9.2% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jun 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 09 September 2021. Trailing yield: 4.7%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.6%).Reported Earnings • May 11First quarter 2021 earnings released: EPS JP¥20.43 (vs JP¥43.84 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥6.08b (down 2.8% from 1Q 2020). Net income: JP¥226.0m (down 53% from 1Q 2020). Profit margin: 3.7% (down from 7.8% in 1Q 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.お知らせ • Mar 18Nippon Carbon Co., Ltd. to Report Q1, 2021 Results on May 10, 2021Nippon Carbon Co., Ltd. announced that they will report Q1, 2021 results on May 10, 2021Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥164 (vs JP¥877 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥26.8b (down 40% from FY 2019). Net income: JP¥1.81b (down 81% from FY 2019). Profit margin: 6.8% (down from 22% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 10% per year.Analyst Estimate Surprise Post Earnings • Feb 14Revenue misses expectationsRevenue missed analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the Electrical industry in Germany.お知らせ • Feb 12Nippon Carbon Co., Ltd., Annual General Meeting, Mar 26, 2021Nippon Carbon Co., Ltd., Annual General Meeting, Mar 26, 2021.Is New 90 Day High Low • Jan 14New 90-day high: €33.00The company is up 14% from its price of €29.00 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 42% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.64 per share.Upcoming Dividend • Dec 22Upcoming Dividend of JP¥100.00 Per ShareWill be paid on the 30th of March to those who are registered shareholders by the 29th of December. The trailing yield of 5.0% is in the top quartile of German dividend payers (3.5%), and it is higher than industry peers (1.9%).Analyst Estimate Surprise Post Earnings • Nov 12Revenue misses expectationsRevenue missed analyst estimates by 22%. Over the next year, revenue is forecast to grow 7.5%, compared to a 19% growth forecast for the Electrical industry in Germany.Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS JP¥26.21The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: JP¥5.71b (down 42% from 3Q 2019). Net income: JP¥290.0m (down 85% from 3Q 2019). Profit margin: 5.1% (down from 20% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Oct 08New 90-day high: €31.60The company is up 14% from its price of €27.60 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.52 per share.お知らせ • Sep 04Nippon Carbon Co., Ltd. to Report Q3, 2020 Results on Nov 10, 2020Nippon Carbon Co., Ltd. announced that they will report Q3, 2020 results on Nov 10, 2020お知らせ • Jun 29Nippon Carbon Co., Ltd. to Report Q2, 2020 Results on Aug 07, 2020Nippon Carbon Co., Ltd. announced that they will report Q2, 2020 results on Aug 07, 2020業績と収益の成長予測DB:NPV - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/202842,0003,6002,600N/A112/31/202741,0003,4002,800N/A112/31/202639,5002,5004,300N/A13/31/202638,6344,637N/AN/AN/A12/31/202537,7354,8307916,319N/A9/30/202538,0125,781N/AN/AN/A6/30/202537,4614,0821,3276,977N/A3/31/202537,4763,783N/AN/AN/A12/31/202437,9564,0785145,234N/A9/30/202438,4504,306N/AN/AN/A6/30/202438,5714,385N/A3,482N/A3/31/202438,6104,267N/AN/AN/A12/31/202337,8674,050783,189N/A9/30/202335,9562,874N/AN/AN/A6/30/202335,5193,2662,1874,855N/A3/31/202335,6823,180N/AN/AN/A12/31/202235,7993,1943,9565,798N/A9/30/202236,0034,229N/AN/AN/A6/30/202235,4113,7254,4526,111N/A3/31/202233,3133,269N/AN/AN/A12/31/202131,5782,7295,9067,551N/A9/30/202129,6441,797N/AN/AN/A6/30/202127,6351,5251,8444,669N/A3/31/202126,6301,551N/AN/AN/A12/31/202026,8021,810-1,0203,853N/A9/30/202030,6523,582N/AN/AN/A6/30/202034,7245,2621,2156,092N/A3/31/202039,0776,919N/AN/AN/A12/31/201944,9319,700N/A4,792N/A9/30/201948,67911,314N/AN/AN/A6/30/201952,13012,174N/A10,197N/A3/31/201951,63112,340N/AN/AN/A12/31/201848,01710,292N/A12,633N/A9/30/201841,6468,526N/AN/AN/A6/30/201835,7966,343N/A5,409N/A3/31/201830,7264,291N/AN/AN/A12/31/201727,9642,961N/A3,876N/A9/30/201725,751-3,132N/AN/AN/A6/30/201723,682-5,009N/A3,922N/A3/31/201723,044-5,684N/AN/AN/A12/31/201622,903-5,413N/A2,370N/A9/30/201624,106-859N/AN/AN/A6/30/201625,495411N/A2,508N/A3/31/201628,0381,032N/AN/AN/A12/31/201528,8911,076N/A3,827N/A9/30/201529,1511,172N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: NPVの収益は今後 3 年間で減少すると予測されています (年間-5.5% )。収益対市場: NPVの収益は今後 3 年間で減少すると予測されています (年間-5.5% )。高成長収益: NPVの収益は今後 3 年間で減少すると予測されています。収益対市場: NPVの収益 ( 3.1% ) German市場 ( 6.6% ) よりも低い成長が予測されています。高い収益成長: NPVの収益 ( 3.1% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: NPVの 自己資本利益率 は、3年後には低くなると予測されています ( 6.5 %)。成長企業の発掘7D1Y7D1Y7D1YCapital-goods 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/13 09:11終値2026/07/10 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nippon Carbon Co., Ltd. 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。8 アナリスト機関Takayuki KuniiBofA Global ResearchNoritsugu HirakawaDaiwa Securities Co. Ltd.Katsuhiko IshibashiDeutsche Bank5 その他のアナリストを表示
お知らせ • May 08Nippon Carbon Co., Ltd. to Report Q1, 2026 Results on May 08, 2026Nippon Carbon Co., Ltd. announced that they will report Q1, 2026 results on May 08, 2026
お知らせ • Feb 10+ 1 more updateNippon Carbon Co., Ltd., Annual General Meeting, Mar 27, 2026Nippon Carbon Co., Ltd., Annual General Meeting, Mar 27, 2026.
お知らせ • Dec 27Nippon Carbon Co., Ltd. to Report Fiscal Year 2025 Results on Feb 10, 2026Nippon Carbon Co., Ltd. announced that they will report fiscal year 2025 results on Feb 10, 2026
お知らせ • Sep 26Nippon Carbon Co., Ltd. to Report Q3, 2025 Results on Nov 10, 2025Nippon Carbon Co., Ltd. announced that they will report Q3, 2025 results on Nov 10, 2025
お知らせ • Jun 29Nippon Carbon Co., Ltd. to Report Q2, 2025 Results on Aug 08, 2025Nippon Carbon Co., Ltd. announced that they will report Q2, 2025 results on Aug 08, 2025
お知らせ • Mar 27Nippon Carbon Co., Ltd. to Report Q1, 2025 Results on May 09, 2025Nippon Carbon Co., Ltd. announced that they will report Q1, 2025 results on May 09, 2025
お知らせ • Feb 10Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2025Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2025.
お知らせ • Jan 03Nippon Carbon Co., Ltd. to Report Fiscal Year 2024 Results on Feb 10, 2025Nippon Carbon Co., Ltd. announced that they will report fiscal year 2024 results on Feb 10, 2025
Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: JP¥53.82 (vs JP¥61.03 in 3Q 2023)Third quarter 2024 results: EPS: JP¥53.82 (down from JP¥61.03 in 3Q 2023). Revenue: JP¥8.62b (down 1.4% from 3Q 2023). Net income: JP¥595.0m (down 12% from 3Q 2023). Profit margin: 6.9% (down from 7.7% in 3Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
お知らせ • Oct 16Nippon Carbon Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Nippon Carbon Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: JP¥120 (vs JP¥109 in 2Q 2023)Second quarter 2024 results: EPS: JP¥120 (up from JP¥109 in 2Q 2023). Revenue: JP¥10.4b (flat on 2Q 2023). Net income: JP¥1.32b (up 9.8% from 2Q 2023). Profit margin: 13% (up from 12% in 2Q 2023). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Declared Dividend • Aug 12Dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 27th December 2024 Payment date: 29th March 2025 Dividend yield will be 375%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but not covered by cash flows (dividend approximately 28x free cash flows). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 28Nippon Carbon Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Nippon Carbon Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024
Board Change • May 22Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Yuriko Katayama was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 13First quarter 2024 earnings released: EPS: JP¥87.74 (vs JP¥68.09 in 1Q 2023)First quarter 2024 results: EPS: JP¥87.74 (up from JP¥68.09 in 1Q 2023). Revenue: JP¥8.44b (up 9.7% from 1Q 2023). Net income: JP¥969.0m (up 29% from 1Q 2023). Profit margin: 12% (up from 9.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
Declared Dividend • Apr 11Final dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 27th June 2024 Payment date: 6th September 2024 Dividend yield will be 307%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (77% earnings payout ratio) but not covered by cash flows (dividend approximately 28x free cash flows). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Mar 28Nippon Carbon Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Nippon Carbon Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €32.40, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 11x in the Electrical industry in Germany. Total returns to shareholders of 20% over the past three years.
お知らせ • Feb 11Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2024Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2024.
Reported Earnings • Feb 11Full year 2023 earnings released: EPS: JP¥367 (vs JP¥289 in FY 2022)Full year 2023 results: EPS: JP¥367 (up from JP¥289 in FY 2022). Revenue: JP¥37.9b (up 5.8% from FY 2022). Net income: JP¥4.05b (up 27% from FY 2022). Profit margin: 11% (up from 8.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
お知らせ • Dec 28Nippon Carbon Co., Ltd. to Report Fiscal Year 2023 Results on Feb 09, 2024Nippon Carbon Co., Ltd. announced that they will report fiscal year 2023 results on Feb 09, 2024
Upcoming Dividend • Dec 21Upcoming dividend of JP¥100.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is on the higher end at 77%, and the cash payout ratio is above 100%. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.9%).
Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: JP¥61.03 (vs JP¥96.53 in 3Q 2022)Third quarter 2023 results: EPS: JP¥61.03 (down from JP¥96.53 in 3Q 2022). Revenue: JP¥8.74b (up 5.3% from 3Q 2022). Net income: JP¥674.0m (down 37% from 3Q 2022). Profit margin: 7.7% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Sep 28Nippon Carbon Co., Ltd. to Report Q3, 2023 Results on Nov 10, 2023Nippon Carbon Co., Ltd. announced that they will report Q3, 2023 results on Nov 10, 2023
New Risk • Aug 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 101% Dividend yield: 4.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: JP¥109 (vs JP¥101 in 2Q 2022)Second quarter 2023 results: EPS: JP¥109 (up from JP¥101 in 2Q 2022). Revenue: JP¥10.4b (down 1.5% from 2Q 2022). Net income: JP¥1.21b (up 7.7% from 2Q 2022). Profit margin: 12% (up from 11% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.
お知らせ • Jun 28Nippon Carbon Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Nippon Carbon Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023
Upcoming Dividend • Jun 22Upcoming dividend of JP¥100.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 07 September 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.0%).
Reported Earnings • May 12First quarter 2023 earnings released: EPS: JP¥68.09 (vs JP¥69.36 in 1Q 2022)First quarter 2023 results: EPS: JP¥68.09 (down from JP¥69.36 in 1Q 2022). Revenue: JP¥7.70b (down 1.5% from 1Q 2022). Net income: JP¥752.0m (down 1.8% from 1Q 2022). Profit margin: 9.8% (in line with 1Q 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 02Full year 2022 earnings released: EPS: JP¥289 (vs JP¥247 in FY 2021)Full year 2022 results: EPS: JP¥289 (up from JP¥247 in FY 2021). Revenue: JP¥35.8b (up 13% from FY 2021). Net income: JP¥3.19b (up 17% from FY 2021). Profit margin: 8.9% (up from 8.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Feb 12Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2023Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2023.
Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥289 (vs JP¥247 in FY 2021)Full year 2022 results: EPS: JP¥289 (up from JP¥247 in FY 2021). Revenue: JP¥35.8b (up 13% from FY 2021). Net income: JP¥3.19b (up 17% from FY 2021). Profit margin: 8.9% (up from 8.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
お知らせ • Dec 28Nippon Carbon Co., Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Nippon Carbon Co., Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (2.8%).
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥96.53 (vs JP¥50.88 in 3Q 2021)Third quarter 2022 results: EPS: JP¥96.53 (up from JP¥50.88 in 3Q 2021). Revenue: JP¥8.31b (up 7.7% from 3Q 2021). Net income: JP¥1.07b (up 90% from 3Q 2021). Profit margin: 13% (up from 7.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: JP¥96.53 (vs JP¥50.88 in 3Q 2021)Third quarter 2022 results: EPS: JP¥96.53 (up from JP¥50.88 in 3Q 2021). Revenue: JP¥8.31b (up 7.7% from 3Q 2021). Net income: JP¥1.07b (up 90% from 3Q 2021). Profit margin: 13% (up from 7.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 05Nippon Carbon Co., Ltd. to Report Q3, 2022 Results on Nov 10, 2022Nippon Carbon Co., Ltd. announced that they will report Q3, 2022 results on Nov 10, 2022
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥101 (vs JP¥60.02 in 2Q 2021)Second quarter 2022 results: EPS: JP¥101 (up from JP¥60.02 in 2Q 2021). Revenue: JP¥10.6b (up 25% from 2Q 2021). Net income: JP¥1.12b (up 69% from 2Q 2021). Profit margin: 11% (up from 7.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.7%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
お知らせ • Jul 01Nippon Carbon Co., Ltd. to Report Q2, 2022 Results on Aug 10, 2022Nippon Carbon Co., Ltd. announced that they will report Q2, 2022 results on Aug 10, 2022
Upcoming Dividend • Jun 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 08 September 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.1%).
Reported Earnings • May 11First quarter 2022 earnings released: EPS: JP¥69.36 (vs JP¥20.43 in 1Q 2021)First quarter 2022 results: EPS: JP¥69.36 (up from JP¥20.43 in 1Q 2021). Revenue: JP¥7.81b (up 29% from 1Q 2021). Net income: JP¥766.0m (up 239% from 1Q 2021). Profit margin: 9.8% (up from 3.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 4 experienced directors. 5 highly experienced directors. 2 independent directors (3 non-independent directors). Independent External Director Tadashi Tomikawa was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Nippon Carbon Co., Ltd. to Report Q1, 2022 Results on May 10, 2022Nippon Carbon Co., Ltd. announced that they will report Q1, 2022 results on May 10, 2022
お知らせ • Mar 30+ 1 more updateNippon Carbon Co., Ltd. Announces Fiscal Year-End Dividend for the Year Ended December 31, 2021, Payable on March 30, 2022; Provides Second Quarter and Year End Dividend Guidance for the Year Ending December 31, 2022Nippon Carbon Co., Ltd. announced Fiscal year-end dividend of JPY 100.00 per share for the Year ended December 31, 2021. Scheduled date to commence dividend payments: March 30, 2022.The company also provided second quarter and year end dividend guidance for the Year ending December 31, 2022. For the second quarter, the company expects second quarter dividend of JPY 100.00 per share.For the year end, the company expects year end dividend of JPY 100.00 per share.
お知らせ • Feb 12Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2022Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2022.
Reported Earnings • Feb 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥247 (up from JP¥164 in FY 2020). Revenue: JP¥31.6b (up 18% from FY 2020). Net income: JP¥2.73b (up 51% from FY 2020). Profit margin: 8.6% (up from 6.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Over the next year, revenue is forecast to grow 11%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
Upcoming Dividend • Dec 23Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.7%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (0.8%).
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS JP¥50.88 (vs JP¥26.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.72b (up 35% from 3Q 2020). Net income: JP¥562.0m (up 94% from 3Q 2020). Profit margin: 7.3% (up from 5.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 59% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS JP¥60.02 (vs JP¥62.26 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: JP¥8.47b (up 14% from 2Q 2020). Net income: JP¥663.0m (down 3.8% from 2Q 2020). Profit margin: 7.8% (down from 9.2% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 09 September 2021. Trailing yield: 4.7%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.6%).
Reported Earnings • May 11First quarter 2021 earnings released: EPS JP¥20.43 (vs JP¥43.84 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥6.08b (down 2.8% from 1Q 2020). Net income: JP¥226.0m (down 53% from 1Q 2020). Profit margin: 3.7% (down from 7.8% in 1Q 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
お知らせ • Mar 18Nippon Carbon Co., Ltd. to Report Q1, 2021 Results on May 10, 2021Nippon Carbon Co., Ltd. announced that they will report Q1, 2021 results on May 10, 2021
Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥164 (vs JP¥877 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥26.8b (down 40% from FY 2019). Net income: JP¥1.81b (down 81% from FY 2019). Profit margin: 6.8% (down from 22% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 10% per year.
Analyst Estimate Surprise Post Earnings • Feb 14Revenue misses expectationsRevenue missed analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the Electrical industry in Germany.
お知らせ • Feb 12Nippon Carbon Co., Ltd., Annual General Meeting, Mar 26, 2021Nippon Carbon Co., Ltd., Annual General Meeting, Mar 26, 2021.
Is New 90 Day High Low • Jan 14New 90-day high: €33.00The company is up 14% from its price of €29.00 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 42% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.64 per share.
Upcoming Dividend • Dec 22Upcoming Dividend of JP¥100.00 Per ShareWill be paid on the 30th of March to those who are registered shareholders by the 29th of December. The trailing yield of 5.0% is in the top quartile of German dividend payers (3.5%), and it is higher than industry peers (1.9%).
Analyst Estimate Surprise Post Earnings • Nov 12Revenue misses expectationsRevenue missed analyst estimates by 22%. Over the next year, revenue is forecast to grow 7.5%, compared to a 19% growth forecast for the Electrical industry in Germany.
Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS JP¥26.21The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: JP¥5.71b (down 42% from 3Q 2019). Net income: JP¥290.0m (down 85% from 3Q 2019). Profit margin: 5.1% (down from 20% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Oct 08New 90-day high: €31.60The company is up 14% from its price of €27.60 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.52 per share.
お知らせ • Sep 04Nippon Carbon Co., Ltd. to Report Q3, 2020 Results on Nov 10, 2020Nippon Carbon Co., Ltd. announced that they will report Q3, 2020 results on Nov 10, 2020
お知らせ • Jun 29Nippon Carbon Co., Ltd. to Report Q2, 2020 Results on Aug 07, 2020Nippon Carbon Co., Ltd. announced that they will report Q2, 2020 results on Aug 07, 2020