View ValuationNippon Denko 将来の成長Future 基準チェック /06現在、 Nippon Denkoの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Metals and Mining 収益成長18.2%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報お知らせ • Nov 07Nippon Denko Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2024Nippon Denko Co., Ltd. provided consolidated earnings guidance for the year ending December 31, 2024. For the period, the company expected net sales of ¥79,800 million, ordinary profit of ¥5,000 million, profit attributable to owners of parent of ¥3,400 million and earnings per share of ¥24.80.お知らせ • Aug 09Nippon Denko Co., Ltd. Revises Consolidated Earnings Guidance for the Year Ending December 31, 2024Nippon Denko Co., Ltd. revised consolidated earnings guidance for the year ending December 31, 2024. For the period, the company expects net sales to be ¥79,800 million, ordinary profit to be ¥5,000 million, profit attributable to owners of parent to be ¥3,400 million or earnings per share to be ¥24.80. The company ordinary profit is expected to double year-on-year to ¥5.0 billion due to the price revisions and other efforts to improve profitability, as well as the impact of yen depreciation and inventory, despite the margin decline in the Ferroalloys business and higher costs in each business arising from increased labor costs and commodity prices.お知らせ • May 10+ 1 more updateNippon Denko Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2024Nippon Denko Co., Ltd. provided consolidated earnings guidance for the year ending December 31, 2024. The company expects net sales of ¥76,000 million and an Ordinary profit of ¥3,000 million for the year.すべての更新を表示Recent updatesBoard Change • May 20High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Kiyoshi Mori was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 12Nippon Denko Co., Ltd., Annual General Meeting, Mar 27, 2026Nippon Denko Co., Ltd., Annual General Meeting, Mar 27, 2026.お知らせ • Dec 03Nippon Denko Co., Ltd. to Report Fiscal Year 2025 Results on Feb 12, 2026Nippon Denko Co., Ltd. announced that they will report fiscal year 2025 results on Feb 12, 2026お知らせ • Sep 05Nippon Denko Co., Ltd. to Report Q3, 2025 Results on Nov 06, 2025Nippon Denko Co., Ltd. announced that they will report Q3, 2025 results on Nov 06, 2025お知らせ • Aug 05Nippon Denko Co., Ltd. (TSE:5563) announces an Equity Buyback for 20,000,000 shares, representing 14.56% for ¥4,000 million.Nippon Denko Co., Ltd. (TSE:5563) announces a share repurchase program. Under the program, the company will repurchase up to 20,000,000 shares, representing 14.56% of its share capital, for ¥4,000 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and implement a flexible capital policy that responds to changes in the business environment. The program will expire on March 31, 2026. As of June 30, 2025, the company had 137,381,434 shares in issue (excluding treasury stock) and 5,038 shares in treasury.お知らせ • Jun 05Nippon Denko Co., Ltd. to Report Q2, 2025 Results on Aug 05, 2025Nippon Denko Co., Ltd. announced that they will report Q2, 2025 results on Aug 05, 2025お知らせ • Mar 06Nippon Denko Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Nippon Denko Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025お知らせ • Feb 14Nippon Denko Co., Ltd. Announces Year End Dividend for the Fiscal Year Ended December 31, 2024, Payable on March 28, 2025Nippon Denko Co., Ltd. announced year end dividend for the fiscal year ended December 31, 2024. For the year, the company announced year end dividend of JPY 7 per share compared to previous guidance of JPY 6 per share paid a year ago. Scheduled date to commence dividend payments: March 28, 2025.お知らせ • Feb 12+ 1 more updateNippon Denko Co., Ltd., Annual General Meeting, Mar 27, 2025Nippon Denko Co., Ltd., Annual General Meeting, Mar 27, 2025.お知らせ • Dec 05Nippon Denko Co., Ltd. to Report Fiscal Year 2024 Results on Feb 12, 2025Nippon Denko Co., Ltd. announced that they will report fiscal year 2024 results on Feb 12, 2025Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: JP¥7.32 (vs JP¥0.26 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥7.32 (up from JP¥0.26 loss in 3Q 2023). Revenue: JP¥20.0b (up 12% from 3Q 2023). Net income: JP¥1.01b (up JP¥1.04b from 3Q 2023). Profit margin: 5.0% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 28% 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.お知らせ • Nov 07Nippon Denko Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2024Nippon Denko Co., Ltd. provided consolidated earnings guidance for the year ending December 31, 2024. For the period, the company expected net sales of ¥79,800 million, ordinary profit of ¥5,000 million, profit attributable to owners of parent of ¥3,400 million and earnings per share of ¥24.80.お知らせ • Aug 30Nippon Denko Co., Ltd. to Report Q3, 2024 Results on Nov 06, 2024Nippon Denko Co., Ltd. announced that they will report Q3, 2024 results on Nov 06, 2024Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: JP¥6.20 (vs JP¥4.77 in 2Q 2023)Second quarter 2024 results: EPS: JP¥6.20 (up from JP¥4.77 in 2Q 2023). Revenue: JP¥18.8b (flat on 2Q 2023). Net income: JP¥851.0m (up 30% from 2Q 2023). Profit margin: 4.5% (up from 3.5% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.Declared Dividend • Aug 09Dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 374%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 56% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.お知らせ • Aug 09Nippon Denko Co., Ltd. Revises Consolidated Earnings Guidance for the Year Ending December 31, 2024Nippon Denko Co., Ltd. revised consolidated earnings guidance for the year ending December 31, 2024. For the period, the company expects net sales to be ¥79,800 million, ordinary profit to be ¥5,000 million, profit attributable to owners of parent to be ¥3,400 million or earnings per share to be ¥24.80. The company ordinary profit is expected to double year-on-year to ¥5.0 billion due to the price revisions and other efforts to improve profitability, as well as the impact of yen depreciation and inventory, despite the margin decline in the Ferroalloys business and higher costs in each business arising from increased labor costs and commodity prices.Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €1.39, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 14x in the Metals and Mining industry in Europe. Total loss to shareholders of 33% over the past three years.お知らせ • Jun 27Nippon Denko Co., Ltd. Announces its High-Performance Vanadium Dioxide (Vo2) Latent Heat Storage Material Adopted as Device for Stabilizing the Power Supply Temperature of DENDEN-01Nippon Denko Co., Ltd. announced that the Company's high-performance vanadium dioxide (VO2) latent heat storage material was adopted as a device for stabilizing the power supply temperature of DENDEN-01, an ultra-small satellite developed by a group led by Kansai University. Satellites less than 100kg are called an ultra-small satellite, and the development and usage of CubeSats, whose standard structures are 10 cm3, is rapidly progressing. However, CubeSats are constrained by issues such as limitations on power, weight, and size, and their small heat capacity, thereby still being susceptible to abrupt temperature changes in outer space. In particular, a power supply which is one of the installed devices is extremely vulnerable to low temperatures, which significantly undermine their performance, causing malfunction to satellites. To tackle this issue and achieve a highly reliable power supply, the Company and Kansai University have jointly developed a vanadium dioxide (VO2") latent heat storage material which responds to the severe temperature changes in outer space. This material has both heat storage and releasing capabilities, and demonstrates high performance by optimizing its transition temperature and transition responsiveness. Furthermore, a novel device for stabilizing the power Supply temperature of satellites utilizing this material can expect the achievement of stable performance of a power supply by reducing the energy consumption in CubeSats when in operation and keeping the temperature of a power supply constant. This device for stabilizing the Power supply temperature of satellites will be installed in DENDEN-01, which was developed by the group led by Associate Professor Masaki Yamagata, and a demonstration experiment will be conducted in outer space.お知らせ • Jun 06Nippon Denko Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024Nippon Denko Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024New Risk • May 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (132% payout ratio). Shareholders have been diluted in the past year (7.7% increase in shares outstanding).Reported Earnings • May 10First quarter 2024 earnings released: JP¥2.31 loss per share (vs JP¥1.06 profit in 1Q 2023)First quarter 2024 results: JP¥2.31 loss per share (down from JP¥1.06 profit in 1Q 2023). Revenue: JP¥17.7b (down 14% from 1Q 2023). Net loss: JP¥317.0m (down 317% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 9% per year.お知らせ • May 10+ 1 more updateNippon Denko Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2024Nippon Denko Co., Ltd. provided consolidated earnings guidance for the year ending December 31, 2024. The company expects net sales of ¥76,000 million and an Ordinary profit of ¥3,000 million for the year.Board Change • May 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Outside Audit & Supervisory Board Member Hiroaki Kimura is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.Declared Dividend • Apr 25Final dividend of JP¥3.00 announcedShareholders will receive a dividend of JP¥3.00. Ex-date: 27th June 2024 Payment date: 9th September 2024 Dividend yield will be 167%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is not covered by earnings (132% earnings payout ratio). However, it is well covered by cash flows (31% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 47% to bring the payout ratio under control, which is more than the 15% EPS growth achieved over the last 5 years.お知らせ • Mar 10Nippon Denko Co., Ltd. to Report Q1, 2024 Results on May 09, 2024Nippon Denko Co., Ltd. announced that they will report Q1, 2024 results on May 09, 2024お知らせ • Feb 16Nippon Denko Co., Ltd. Announces Dividend for the Year Ended December 31, 2023, Payable on March 29, 2024Nippon Denko Co., Ltd. announced dividend of JPY 6.00 per share for the year ended December 31, 2023 against JPY 9.00 per share paid for the same period a year ago. Scheduled date to commence dividend payments: March 29, 2024.Reported Earnings • Feb 11Full year 2023 earnings released: EPS: JP¥30.42 (vs JP¥54.45 in FY 2022)Full year 2023 results: EPS: JP¥30.42 (down from JP¥54.45 in FY 2022). Revenue: JP¥76.4b (down 3.7% from FY 2022). Net income: JP¥4.18b (down 47% from FY 2022). Profit margin: 5.5% (down from 10.0% in FY 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% 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 • Feb 10Nippon Denko Co., Ltd., Annual General Meeting, Mar 28, 2024Nippon Denko Co., Ltd., Annual General Meeting, Mar 28, 2024.Buy Or Sell Opportunity • Feb 10Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to €1.85. The fair value is estimated to be €1.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable.Upcoming Dividend • Dec 21Upcoming dividend of JP¥4.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (8.0%).お知らせ • Dec 05Nippon Denko Co., Ltd. to Report Fiscal Year 2023 Results on Feb 08, 2024Nippon Denko Co., Ltd. announced that they will report fiscal year 2023 results on Feb 08, 2024お知らせ • Nov 09Nippon Denko Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2023Nippon Denko Co., Ltd. provided dividend guidance for the fiscal year ending December 31, 2023. For the year, the company expects to pay dividend of JPY 4.00 per share against JPY 9.00 per share paid a year ago.Reported Earnings • Nov 08Third quarter 2023 earnings released: JP¥0.26 loss per share (vs JP¥12.88 profit in 3Q 2022)Third quarter 2023 results: JP¥0.26 loss per share (down from JP¥12.88 profit in 3Q 2022). Revenue: JP¥17.9b (down 13% from 3Q 2022). Net loss: JP¥36.0m (down 102% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • Sep 06Nippon Denko Co., Ltd. to Report Q3, 2023 Results on Nov 07, 2023Nippon Denko Co., Ltd. announced that they will report Q3, 2023 results on Nov 07, 2023Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: JP¥4.77 (vs JP¥17.02 in 2Q 2022)Second quarter 2023 results: EPS: JP¥4.77 (down from JP¥17.02 in 2Q 2022). Revenue: JP¥18.7b (flat on 2Q 2022). Net income: JP¥654.0m (down 74% from 2Q 2022). Profit margin: 3.5% (down from 13% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.Upcoming Dividend • Jun 22Upcoming dividend of JP¥3.00 per share at 6.0% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 11 September 2023. Payout ratio is a comfortable 49% but the company is paying out more than the cash it is generating. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.6%).お知らせ • Jun 03Nippon Denko Co., Ltd. to Report Q2, 2023 Results on Aug 07, 2023Nippon Denko Co., Ltd. announced that they will report Q2, 2023 results on Aug 07, 2023Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €1.90, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 4x in the Metals and Mining industry in Germany. Total loss to shareholders of 21% over the past year.Reported Earnings • May 16First quarter 2023 earnings released: EPS: JP¥1.06 (vs JP¥20.83 in 1Q 2022)First quarter 2023 results: EPS: JP¥1.06 (down from JP¥20.83 in 1Q 2022). Revenue: JP¥20.7b (up 4.8% from 1Q 2022). Net income: JP¥146.0m (down 95% from 1Q 2022). Profit margin: 0.7% (down from 16% in 1Q 2022). The decrease in margin was driven by higher expenses.Reported Earnings • Feb 11Full year 2022 earnings released: EPS: JP¥54.45 (vs JP¥52.91 in FY 2021)Full year 2022 results: EPS: JP¥54.45 (up from JP¥52.91 in FY 2021). Revenue: JP¥79.3b (up 20% from FY 2021). Net income: JP¥7.95b (up 2.3% from FY 2021). Profit margin: 10.0% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses.お知らせ • Feb 10Nippon Denko Co., Ltd., Annual General Meeting, Mar 30, 2023Nippon Denko Co., Ltd., Annual General Meeting, Mar 30, 2023.Upcoming Dividend • Dec 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 31 March 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of German dividend payers (5.1%). Lower than average of industry peers (8.5%).お知らせ • Dec 16Nippon Denko Co., Ltd. to Report Fiscal Year 2022 Results on Feb 08, 2023Nippon Denko Co., Ltd. announced that they will report fiscal year 2022 results on Feb 08, 2023Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Hokuto Nakano was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: JP¥12.88 (vs JP¥11.03 in 3Q 2021)Third quarter 2022 results: EPS: JP¥12.88 (up from JP¥11.03 in 3Q 2021). Revenue: JP¥20.5b (up 21% from 3Q 2021). Net income: JP¥1.89b (up 17% from 3Q 2021). Profit margin: 9.2% (in line with 3Q 2021).お知らせ • Nov 09Nippon Denko Co., Ltd. (TSE:5563) announces an Equity Buyback for 15,000,000 shares, representing 10.21% for ¥4,000 million.Nippon Denko Co., Ltd. (TSE:5563) announces a share repurchase program. Under the program, the company will repurchase up to 15,000,000 shares, representing 10.21% of its share capital, for ¥4,000 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and implement a flexible capital policy that responds to changes in the business environment. The program will expire on March 24, 2022. As of September 30, 2022, the company had 146,920,277 shares in issue (excluding treasury stock) and 11,290 shares in treasury.お知らせ • Sep 03Nippon Denko Co., Ltd. to Report Q3, 2022 Results on Nov 08, 2022Nippon Denko Co., Ltd. announced that they will report Q3, 2022 results on Nov 08, 2022Reported Earnings • Aug 07Second quarter 2022 earnings released: EPS: JP¥17.02 (vs JP¥10.53 in 2Q 2021)Second quarter 2022 results: EPS: JP¥17.02 (up from JP¥10.53 in 2Q 2021). Revenue: JP¥18.7b (up 22% from 2Q 2021). Net income: JP¥2.50b (up 62% from 2Q 2021). Profit margin: 13% (up from 10% in 2Q 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Jun 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 12 September 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (8.3%).お知らせ • Jun 03Nippon Denko Co., Ltd. to Report Q2, 2022 Results on Aug 05, 2022Nippon Denko Co., Ltd. announced that they will report Q2, 2022 results on Aug 05, 2022Reported Earnings • May 13First quarter 2022 earnings released: EPS: JP¥20.83 (vs JP¥1.98 in 1Q 2021)First quarter 2022 results: EPS: JP¥20.83 (up from JP¥1.98 in 1Q 2021). Revenue: JP¥19.8b (up 27% from 1Q 2021). Net income: JP¥3.06b (up JP¥2.77b from 1Q 2021). Profit margin: 16% (up from 1.9% in 1Q 2021). The increase in margin was driven by higher revenue.Board Change • Apr 29No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. No independent directors (10 non-independent directors). Senior Managing Executive Officer, Head of Alloy Sales and Director Kozo Tahata was the last 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: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Nippon Denko Co., Ltd. to Report Q1, 2022 Results on May 11, 2022Nippon Denko Co., Ltd. announced that they will report Q1, 2022 results on May 11, 2022お知らせ • Feb 10Nippon Denko Co., Ltd., Annual General Meeting, Mar 30, 2022Nippon Denko Co., Ltd., Annual General Meeting, Mar 30, 2022.Reported Earnings • Feb 09Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥52.91 (up from JP¥17.83 in FY 2020). Revenue: JP¥66.0b (up 22% from FY 2020). Net income: JP¥7.77b (up 197% from FY 2020). Profit margin: 12% (up from 4.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to €2.42, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 17% over the past year.Upcoming Dividend • Dec 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 31 March 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (7.8%).Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS JP¥11.03 (vs JP¥1.89 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥17.0b (up 37% from 3Q 2020). Net income: JP¥1.62b (up JP¥1.90b from 3Q 2020). Profit margin: 9.5% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to €2.82, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 16x in the Metals and Mining industry in Germany. Total returns to shareholders of 64% over the past year.Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS JP¥10.53 (vs JP¥11.94 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¥15.4b (up 23% from 2Q 2020). Net income: JP¥1.55b (down 12% from 2Q 2020). Profit margin: 10% (down from 14% in 2Q 2020).Reported Earnings • May 14First quarter 2021 earnings released: EPS JP¥1.98 (vs JP¥2.68 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: JP¥15.6b (up 4.1% from 1Q 2020). Net income: JP¥291.0m (down 26% from 1Q 2020). Profit margin: 1.9% (down from 2.6% in 1Q 2020). The decrease in margin was driven by higher expenses.Reported Earnings • Apr 04Full year 2020 earnings released: EPS JP¥17.83 (vs JP¥97.19 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥54.0b (down 23% from FY 2019). Net income: JP¥2.62b (up JP¥16.9b from FY 2019). Profit margin: 4.8% (up from net loss in FY 2019).Is New 90 Day High Low • Mar 16New 90-day high: €2.43The company is up 4.0% from a price of €2.34 on 16 December 2020. Underperformed the German market, which is up 9.0% over the last 90 days. Lagged the Metals and Mining industry, which is up 41% over the same period.Reported Earnings • Feb 11Full year 2020 earnings released: EPS JP¥17.83 (vs JP¥97.19 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥54.0b (down 23% from FY 2019). Net income: JP¥2.62b (up JP¥16.9b from FY 2019). Profit margin: 4.8% (up from net loss in FY 2019).お知らせ • Feb 10Nippon Denko Co., Ltd., Annual General Meeting, Mar 30, 2021Nippon Denko Co., Ltd., Annual General Meeting, Mar 30, 2021.お知らせ • Dec 23Nippon Denko Co., Ltd. to Report Fiscal Year 2020 Results on Feb 08, 2021Nippon Denko Co., Ltd. announced that they will report fiscal year 2020 results on Feb 08, 2021Is New 90 Day High Low • Dec 10New 90-day high: €2.17The company is up 36% from its price of €1.59 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 8.0% over the same period.Reported Earnings • Nov 11Third quarter 2020 earnings released: JP¥1.89 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: JP¥12.4b (down 30% from 3Q 2019). Net loss: JP¥278.0m (loss narrowed 71% from 3Q 2019).Is New 90 Day High Low • Nov 11New 90-day high: €2.05The company is up 41% from its price of €1.46 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 1.0% over the same period.お知らせ • Sep 04Nippon Denko Co., Ltd. to Report Q3, 2020 Results on Nov 10, 2020Nippon Denko Co., Ltd. announced that they will report Q3, 2020 results on Nov 10, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Nippon Denko は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測DB:NJ5 - 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3/31/202677,3201,954N/AN/AN/A12/31/202577,2771,4189,74114,569N/A9/30/202579,6232,044N/AN/AN/A6/30/202579,8443,0783,5977,765N/A3/31/202579,9063,486N/AN/AN/A12/31/202478,2353,1441,6595,958N/A9/30/202475,5845,150N/AN/AN/A6/30/202473,4854,1096,21510,187N/A3/31/202473,3953,912N/AN/AN/A12/31/202376,4064,3753,9858,776N/A9/30/202377,6801,263N/AN/AN/A6/30/202380,3243,1921,1726,883N/A3/31/202380,2955,037N/AN/AN/A12/31/202279,3417,9491,7376,280N/A9/30/202276,99811,763N/AN/AN/A6/30/202273,46411,4892,7116,518N/A3/31/202270,14910,535N/AN/AN/A12/31/202165,9787,7682,5285,246N/A9/30/202162,0374,205N/AN/AN/A6/30/202157,4852,3086,4368,939N/A3/31/202154,6212,514N/AN/AN/A12/31/202054,0042,6155,72010,351N/A9/30/202056,135-9,967N/AN/AN/A6/30/202061,392-10,6305,05010,374N/A3/31/202066,793-13,210N/AN/AN/A12/31/201970,477-14,240N/A2,890N/A9/30/201972,944-3,103N/AN/AN/A6/30/201973,025-1,664N/A-5,420N/A3/31/201974,281457N/AN/AN/A12/31/201873,9442,352N/A1,138N/A9/30/201874,7505,262N/AN/AN/A6/30/201874,5846,041N/A5,419N/A3/31/201873,1417,069N/AN/AN/A12/31/201771,3467,988N/A-1,510N/A9/30/201766,1015,045N/AN/AN/A6/30/201762,4393,252N/A-1,696N/A3/31/201758,8401,828N/AN/AN/A12/31/201658,486-116N/A14,485N/A9/30/201663,331-14,837N/AN/AN/A6/30/201670,493-14,904N/A19,575N/A3/31/201677,491-14,521N/AN/AN/A12/31/201582,902-14,181N/A8,135N/A9/30/201588,9741,725N/AN/AN/A6/30/201592,98312,378N/A2,680N/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: NJ5の予測収益成長が 貯蓄率 ( 1.9% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: NJ5の収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: NJ5の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: NJ5の収益がGerman市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: NJ5の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。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: NJ5の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YMaterials 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2026/05/27 12:48終値2026/05/27 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本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。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 Denko Co., Ltd. 0 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。5 アナリスト機関Syusaku NishikawaDaiwa Securities Co. Ltd.Takashi NishihiraIchiyoshi Research Institute Inc.Hikaru OginoMarusan Securities Co. Ltd.2 その他のアナリストを表示
お知らせ • Nov 07Nippon Denko Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2024Nippon Denko Co., Ltd. provided consolidated earnings guidance for the year ending December 31, 2024. For the period, the company expected net sales of ¥79,800 million, ordinary profit of ¥5,000 million, profit attributable to owners of parent of ¥3,400 million and earnings per share of ¥24.80.
お知らせ • Aug 09Nippon Denko Co., Ltd. Revises Consolidated Earnings Guidance for the Year Ending December 31, 2024Nippon Denko Co., Ltd. revised consolidated earnings guidance for the year ending December 31, 2024. For the period, the company expects net sales to be ¥79,800 million, ordinary profit to be ¥5,000 million, profit attributable to owners of parent to be ¥3,400 million or earnings per share to be ¥24.80. The company ordinary profit is expected to double year-on-year to ¥5.0 billion due to the price revisions and other efforts to improve profitability, as well as the impact of yen depreciation and inventory, despite the margin decline in the Ferroalloys business and higher costs in each business arising from increased labor costs and commodity prices.
お知らせ • May 10+ 1 more updateNippon Denko Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2024Nippon Denko Co., Ltd. provided consolidated earnings guidance for the year ending December 31, 2024. The company expects net sales of ¥76,000 million and an Ordinary profit of ¥3,000 million for the year.
Board Change • May 20High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Outside Director Kiyoshi Mori was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 12Nippon Denko Co., Ltd., Annual General Meeting, Mar 27, 2026Nippon Denko Co., Ltd., Annual General Meeting, Mar 27, 2026.
お知らせ • Dec 03Nippon Denko Co., Ltd. to Report Fiscal Year 2025 Results on Feb 12, 2026Nippon Denko Co., Ltd. announced that they will report fiscal year 2025 results on Feb 12, 2026
お知らせ • Sep 05Nippon Denko Co., Ltd. to Report Q3, 2025 Results on Nov 06, 2025Nippon Denko Co., Ltd. announced that they will report Q3, 2025 results on Nov 06, 2025
お知らせ • Aug 05Nippon Denko Co., Ltd. (TSE:5563) announces an Equity Buyback for 20,000,000 shares, representing 14.56% for ¥4,000 million.Nippon Denko Co., Ltd. (TSE:5563) announces a share repurchase program. Under the program, the company will repurchase up to 20,000,000 shares, representing 14.56% of its share capital, for ¥4,000 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and implement a flexible capital policy that responds to changes in the business environment. The program will expire on March 31, 2026. As of June 30, 2025, the company had 137,381,434 shares in issue (excluding treasury stock) and 5,038 shares in treasury.
お知らせ • Jun 05Nippon Denko Co., Ltd. to Report Q2, 2025 Results on Aug 05, 2025Nippon Denko Co., Ltd. announced that they will report Q2, 2025 results on Aug 05, 2025
お知らせ • Mar 06Nippon Denko Co., Ltd. to Report Q1, 2025 Results on May 08, 2025Nippon Denko Co., Ltd. announced that they will report Q1, 2025 results on May 08, 2025
お知らせ • Feb 14Nippon Denko Co., Ltd. Announces Year End Dividend for the Fiscal Year Ended December 31, 2024, Payable on March 28, 2025Nippon Denko Co., Ltd. announced year end dividend for the fiscal year ended December 31, 2024. For the year, the company announced year end dividend of JPY 7 per share compared to previous guidance of JPY 6 per share paid a year ago. Scheduled date to commence dividend payments: March 28, 2025.
お知らせ • Feb 12+ 1 more updateNippon Denko Co., Ltd., Annual General Meeting, Mar 27, 2025Nippon Denko Co., Ltd., Annual General Meeting, Mar 27, 2025.
お知らせ • Dec 05Nippon Denko Co., Ltd. to Report Fiscal Year 2024 Results on Feb 12, 2025Nippon Denko Co., Ltd. announced that they will report fiscal year 2024 results on Feb 12, 2025
Reported Earnings • Nov 08Third quarter 2024 earnings released: EPS: JP¥7.32 (vs JP¥0.26 loss in 3Q 2023)Third quarter 2024 results: EPS: JP¥7.32 (up from JP¥0.26 loss in 3Q 2023). Revenue: JP¥20.0b (up 12% from 3Q 2023). Net income: JP¥1.01b (up JP¥1.04b from 3Q 2023). Profit margin: 5.0% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 28% 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.
お知らせ • Nov 07Nippon Denko Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2024Nippon Denko Co., Ltd. provided consolidated earnings guidance for the year ending December 31, 2024. For the period, the company expected net sales of ¥79,800 million, ordinary profit of ¥5,000 million, profit attributable to owners of parent of ¥3,400 million and earnings per share of ¥24.80.
お知らせ • Aug 30Nippon Denko Co., Ltd. to Report Q3, 2024 Results on Nov 06, 2024Nippon Denko Co., Ltd. announced that they will report Q3, 2024 results on Nov 06, 2024
Reported Earnings • Aug 13Second quarter 2024 earnings released: EPS: JP¥6.20 (vs JP¥4.77 in 2Q 2023)Second quarter 2024 results: EPS: JP¥6.20 (up from JP¥4.77 in 2Q 2023). Revenue: JP¥18.8b (flat on 2Q 2023). Net income: JP¥851.0m (up 30% from 2Q 2023). Profit margin: 4.5% (up from 3.5% in 2Q 2023). Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has only fallen by 13% per year, which means it has not declined as severely as earnings.
Declared Dividend • Aug 09Dividend of JP¥6.00 announcedShareholders will receive a dividend of JP¥6.00. Ex-date: 27th December 2024 Payment date: 31st March 2025 Dividend yield will be 374%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is well covered by both earnings (32% earnings payout ratio) and cash flows (31% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. Earnings per share has grown by 56% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
お知らせ • Aug 09Nippon Denko Co., Ltd. Revises Consolidated Earnings Guidance for the Year Ending December 31, 2024Nippon Denko Co., Ltd. revised consolidated earnings guidance for the year ending December 31, 2024. For the period, the company expects net sales to be ¥79,800 million, ordinary profit to be ¥5,000 million, profit attributable to owners of parent to be ¥3,400 million or earnings per share to be ¥24.80. The company ordinary profit is expected to double year-on-year to ¥5.0 billion due to the price revisions and other efforts to improve profitability, as well as the impact of yen depreciation and inventory, despite the margin decline in the Ferroalloys business and higher costs in each business arising from increased labor costs and commodity prices.
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to €1.39, the stock trades at a trailing P/E ratio of 8.1x. Average trailing P/E is 14x in the Metals and Mining industry in Europe. Total loss to shareholders of 33% over the past three years.
お知らせ • Jun 27Nippon Denko Co., Ltd. Announces its High-Performance Vanadium Dioxide (Vo2) Latent Heat Storage Material Adopted as Device for Stabilizing the Power Supply Temperature of DENDEN-01Nippon Denko Co., Ltd. announced that the Company's high-performance vanadium dioxide (VO2) latent heat storage material was adopted as a device for stabilizing the power supply temperature of DENDEN-01, an ultra-small satellite developed by a group led by Kansai University. Satellites less than 100kg are called an ultra-small satellite, and the development and usage of CubeSats, whose standard structures are 10 cm3, is rapidly progressing. However, CubeSats are constrained by issues such as limitations on power, weight, and size, and their small heat capacity, thereby still being susceptible to abrupt temperature changes in outer space. In particular, a power supply which is one of the installed devices is extremely vulnerable to low temperatures, which significantly undermine their performance, causing malfunction to satellites. To tackle this issue and achieve a highly reliable power supply, the Company and Kansai University have jointly developed a vanadium dioxide (VO2") latent heat storage material which responds to the severe temperature changes in outer space. This material has both heat storage and releasing capabilities, and demonstrates high performance by optimizing its transition temperature and transition responsiveness. Furthermore, a novel device for stabilizing the power Supply temperature of satellites utilizing this material can expect the achievement of stable performance of a power supply by reducing the energy consumption in CubeSats when in operation and keeping the temperature of a power supply constant. This device for stabilizing the Power supply temperature of satellites will be installed in DENDEN-01, which was developed by the group led by Associate Professor Masaki Yamagata, and a demonstration experiment will be conducted in outer space.
お知らせ • Jun 06Nippon Denko Co., Ltd. to Report Q2, 2024 Results on Aug 07, 2024Nippon Denko Co., Ltd. announced that they will report Q2, 2024 results on Aug 07, 2024
New Risk • May 12New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 7.7% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by earnings (132% payout ratio). Shareholders have been diluted in the past year (7.7% increase in shares outstanding).
Reported Earnings • May 10First quarter 2024 earnings released: JP¥2.31 loss per share (vs JP¥1.06 profit in 1Q 2023)First quarter 2024 results: JP¥2.31 loss per share (down from JP¥1.06 profit in 1Q 2023). Revenue: JP¥17.7b (down 14% from 1Q 2023). Net loss: JP¥317.0m (down 317% from profit in 1Q 2023). Over the last 3 years on average, earnings per share has fallen by 6% per year whereas the company’s share price has fallen by 9% per year.
お知らせ • May 10+ 1 more updateNippon Denko Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending December 31, 2024Nippon Denko Co., Ltd. provided consolidated earnings guidance for the year ending December 31, 2024. The company expects net sales of ¥76,000 million and an Ordinary profit of ¥3,000 million for the year.
Board Change • May 01High number of new and inexperienced directorsThere are 5 new directors who have joined the board in the last 3 years. The company's board is composed of: 5 new directors. 4 experienced directors. No highly experienced directors. Outside Audit & Supervisory Board Member Hiroaki Kimura is the most experienced director on the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
Declared Dividend • Apr 25Final dividend of JP¥3.00 announcedShareholders will receive a dividend of JP¥3.00. Ex-date: 27th June 2024 Payment date: 9th September 2024 Dividend yield will be 167%, which is higher than the industry average of 4.8%. Sustainability & Growth Dividend is not covered by earnings (132% earnings payout ratio). However, it is well covered by cash flows (31% cash payout ratio). The dividend has increased by an average of 6.1% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 47% to bring the payout ratio under control, which is more than the 15% EPS growth achieved over the last 5 years.
お知らせ • Mar 10Nippon Denko Co., Ltd. to Report Q1, 2024 Results on May 09, 2024Nippon Denko Co., Ltd. announced that they will report Q1, 2024 results on May 09, 2024
お知らせ • Feb 16Nippon Denko Co., Ltd. Announces Dividend for the Year Ended December 31, 2023, Payable on March 29, 2024Nippon Denko Co., Ltd. announced dividend of JPY 6.00 per share for the year ended December 31, 2023 against JPY 9.00 per share paid for the same period a year ago. Scheduled date to commence dividend payments: March 29, 2024.
Reported Earnings • Feb 11Full year 2023 earnings released: EPS: JP¥30.42 (vs JP¥54.45 in FY 2022)Full year 2023 results: EPS: JP¥30.42 (down from JP¥54.45 in FY 2022). Revenue: JP¥76.4b (down 3.7% from FY 2022). Net income: JP¥4.18b (down 47% from FY 2022). Profit margin: 5.5% (down from 10.0% in FY 2022). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 5% 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 • Feb 10Nippon Denko Co., Ltd., Annual General Meeting, Mar 28, 2024Nippon Denko Co., Ltd., Annual General Meeting, Mar 28, 2024.
Buy Or Sell Opportunity • Feb 10Now 31% overvalued after recent price riseOver the last 90 days, the stock has risen 12% to €1.85. The fair value is estimated to be €1.41, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 16% over the last 3 years. Meanwhile, the company has become profitable.
Upcoming Dividend • Dec 21Upcoming dividend of JP¥4.00 per share at 2.5% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (8.0%).
お知らせ • Dec 05Nippon Denko Co., Ltd. to Report Fiscal Year 2023 Results on Feb 08, 2024Nippon Denko Co., Ltd. announced that they will report fiscal year 2023 results on Feb 08, 2024
お知らせ • Nov 09Nippon Denko Co., Ltd. Provides Dividend Guidance for the Fiscal Year Ending December 31, 2023Nippon Denko Co., Ltd. provided dividend guidance for the fiscal year ending December 31, 2023. For the year, the company expects to pay dividend of JPY 4.00 per share against JPY 9.00 per share paid a year ago.
Reported Earnings • Nov 08Third quarter 2023 earnings released: JP¥0.26 loss per share (vs JP¥12.88 profit in 3Q 2022)Third quarter 2023 results: JP¥0.26 loss per share (down from JP¥12.88 profit in 3Q 2022). Revenue: JP¥17.9b (down 13% from 3Q 2022). Net loss: JP¥36.0m (down 102% from profit in 3Q 2022). Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • Sep 06Nippon Denko Co., Ltd. to Report Q3, 2023 Results on Nov 07, 2023Nippon Denko Co., Ltd. announced that they will report Q3, 2023 results on Nov 07, 2023
Reported Earnings • Aug 08Second quarter 2023 earnings released: EPS: JP¥4.77 (vs JP¥17.02 in 2Q 2022)Second quarter 2023 results: EPS: JP¥4.77 (down from JP¥17.02 in 2Q 2022). Revenue: JP¥18.7b (flat on 2Q 2022). Net income: JP¥654.0m (down 74% from 2Q 2022). Profit margin: 3.5% (down from 13% in 2Q 2022). Over the last 3 years on average, earnings per share has increased by 74% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥3.00 per share at 6.0% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 11 September 2023. Payout ratio is a comfortable 49% but the company is paying out more than the cash it is generating. Trailing yield: 6.0%. Within top quartile of German dividend payers (4.7%). Lower than average of industry peers (8.6%).
お知らせ • Jun 03Nippon Denko Co., Ltd. to Report Q2, 2023 Results on Aug 07, 2023Nippon Denko Co., Ltd. announced that they will report Q2, 2023 results on Aug 07, 2023
Valuation Update With 7 Day Price Move • May 18Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €1.90, the stock trades at a trailing P/E ratio of 8x. Average trailing P/E is 4x in the Metals and Mining industry in Germany. Total loss to shareholders of 21% over the past year.
Reported Earnings • May 16First quarter 2023 earnings released: EPS: JP¥1.06 (vs JP¥20.83 in 1Q 2022)First quarter 2023 results: EPS: JP¥1.06 (down from JP¥20.83 in 1Q 2022). Revenue: JP¥20.7b (up 4.8% from 1Q 2022). Net income: JP¥146.0m (down 95% from 1Q 2022). Profit margin: 0.7% (down from 16% in 1Q 2022). The decrease in margin was driven by higher expenses.
Reported Earnings • Feb 11Full year 2022 earnings released: EPS: JP¥54.45 (vs JP¥52.91 in FY 2021)Full year 2022 results: EPS: JP¥54.45 (up from JP¥52.91 in FY 2021). Revenue: JP¥79.3b (up 20% from FY 2021). Net income: JP¥7.95b (up 2.3% from FY 2021). Profit margin: 10.0% (down from 12% in FY 2021). The decrease in margin was driven by higher expenses.
お知らせ • Feb 10Nippon Denko Co., Ltd., Annual General Meeting, Mar 30, 2023Nippon Denko Co., Ltd., Annual General Meeting, Mar 30, 2023.
Upcoming Dividend • Dec 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 31 March 2023. Payout ratio is a comfortable 25% and this is well supported by cash flows. Trailing yield: 5.6%. Within top quartile of German dividend payers (5.1%). Lower than average of industry peers (8.5%).
お知らせ • Dec 16Nippon Denko Co., Ltd. to Report Fiscal Year 2022 Results on Feb 08, 2023Nippon Denko Co., Ltd. announced that they will report fiscal year 2022 results on Feb 08, 2023
Board Change • Nov 16Less than half of directors are independentThere are 5 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 3 independent directors. 4 non-independent directors. Independent Outside Director Hokuto Nakano was the last independent director to join the board, commencing their role in 2022. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.
Reported Earnings • Nov 10Third quarter 2022 earnings released: EPS: JP¥12.88 (vs JP¥11.03 in 3Q 2021)Third quarter 2022 results: EPS: JP¥12.88 (up from JP¥11.03 in 3Q 2021). Revenue: JP¥20.5b (up 21% from 3Q 2021). Net income: JP¥1.89b (up 17% from 3Q 2021). Profit margin: 9.2% (in line with 3Q 2021).
お知らせ • Nov 09Nippon Denko Co., Ltd. (TSE:5563) announces an Equity Buyback for 15,000,000 shares, representing 10.21% for ¥4,000 million.Nippon Denko Co., Ltd. (TSE:5563) announces a share repurchase program. Under the program, the company will repurchase up to 15,000,000 shares, representing 10.21% of its share capital, for ¥4,000 million. The purpose of the program is to enhance shareholder returns, improve capital efficiency, and implement a flexible capital policy that responds to changes in the business environment. The program will expire on March 24, 2022. As of September 30, 2022, the company had 146,920,277 shares in issue (excluding treasury stock) and 11,290 shares in treasury.
お知らせ • Sep 03Nippon Denko Co., Ltd. to Report Q3, 2022 Results on Nov 08, 2022Nippon Denko Co., Ltd. announced that they will report Q3, 2022 results on Nov 08, 2022
Reported Earnings • Aug 07Second quarter 2022 earnings released: EPS: JP¥17.02 (vs JP¥10.53 in 2Q 2021)Second quarter 2022 results: EPS: JP¥17.02 (up from JP¥10.53 in 2Q 2021). Revenue: JP¥18.7b (up 22% from 2Q 2021). Net income: JP¥2.50b (up 62% from 2Q 2021). Profit margin: 13% (up from 10% in 2Q 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥8.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 12 September 2022. Payout ratio is a comfortable 22% and this is well supported by cash flows. Trailing yield: 3.4%. Lower than top quartile of German dividend payers (4.4%). Lower than average of industry peers (8.3%).
お知らせ • Jun 03Nippon Denko Co., Ltd. to Report Q2, 2022 Results on Aug 05, 2022Nippon Denko Co., Ltd. announced that they will report Q2, 2022 results on Aug 05, 2022
Reported Earnings • May 13First quarter 2022 earnings released: EPS: JP¥20.83 (vs JP¥1.98 in 1Q 2021)First quarter 2022 results: EPS: JP¥20.83 (up from JP¥1.98 in 1Q 2021). Revenue: JP¥19.8b (up 27% from 1Q 2021). Net income: JP¥3.06b (up JP¥2.77b from 1Q 2021). Profit margin: 16% (up from 1.9% in 1Q 2021). The increase in margin was driven by higher revenue.
Board Change • Apr 29No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 9 experienced directors. 3 highly experienced directors. No independent directors (10 non-independent directors). Senior Managing Executive Officer, Head of Alloy Sales and Director Kozo Tahata was the last 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: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Nippon Denko Co., Ltd. to Report Q1, 2022 Results on May 11, 2022Nippon Denko Co., Ltd. announced that they will report Q1, 2022 results on May 11, 2022
お知らせ • Feb 10Nippon Denko Co., Ltd., Annual General Meeting, Mar 30, 2022Nippon Denko Co., Ltd., Annual General Meeting, Mar 30, 2022.
Reported Earnings • Feb 09Full year 2021 earnings: Revenues and EPS in line with analyst expectationsFull year 2021 results: EPS: JP¥52.91 (up from JP¥17.83 in FY 2020). Revenue: JP¥66.0b (up 22% from FY 2020). Net income: JP¥7.77b (up 197% from FY 2020). Profit margin: 12% (up from 4.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates.
Valuation Update With 7 Day Price Move • Feb 04Investor sentiment improved over the past weekAfter last week's 16% share price gain to €2.42, the stock trades at a trailing P/E ratio of 11.3x. Average trailing P/E is 8x in the Metals and Mining industry in Europe. Total returns to shareholders of 17% over the past year.
Upcoming Dividend • Dec 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 31 March 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.7%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (7.8%).
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS JP¥11.03 (vs JP¥1.89 loss in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥17.0b (up 37% from 3Q 2020). Net income: JP¥1.62b (up JP¥1.90b from 3Q 2020). Profit margin: 9.5% (up from net loss in 3Q 2020). The move to profitability was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 16Investor sentiment improved over the past weekAfter last week's 18% share price gain to €2.82, the stock trades at a trailing P/E ratio of 24.4x. Average trailing P/E is 16x in the Metals and Mining industry in Germany. Total returns to shareholders of 64% over the past year.
Reported Earnings • Aug 13Second quarter 2021 earnings released: EPS JP¥10.53 (vs JP¥11.94 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¥15.4b (up 23% from 2Q 2020). Net income: JP¥1.55b (down 12% from 2Q 2020). Profit margin: 10% (down from 14% in 2Q 2020).
Reported Earnings • May 14First quarter 2021 earnings released: EPS JP¥1.98 (vs JP¥2.68 in 1Q 2020)The company reported a soft first quarter result with weaker earnings and profit margins, although revenues improved. First quarter 2021 results: Revenue: JP¥15.6b (up 4.1% from 1Q 2020). Net income: JP¥291.0m (down 26% from 1Q 2020). Profit margin: 1.9% (down from 2.6% in 1Q 2020). The decrease in margin was driven by higher expenses.
Reported Earnings • Apr 04Full year 2020 earnings released: EPS JP¥17.83 (vs JP¥97.19 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥54.0b (down 23% from FY 2019). Net income: JP¥2.62b (up JP¥16.9b from FY 2019). Profit margin: 4.8% (up from net loss in FY 2019).
Is New 90 Day High Low • Mar 16New 90-day high: €2.43The company is up 4.0% from a price of €2.34 on 16 December 2020. Underperformed the German market, which is up 9.0% over the last 90 days. Lagged the Metals and Mining industry, which is up 41% over the same period.
Reported Earnings • Feb 11Full year 2020 earnings released: EPS JP¥17.83 (vs JP¥97.19 loss in FY 2019)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2020 results: Revenue: JP¥54.0b (down 23% from FY 2019). Net income: JP¥2.62b (up JP¥16.9b from FY 2019). Profit margin: 4.8% (up from net loss in FY 2019).
お知らせ • Feb 10Nippon Denko Co., Ltd., Annual General Meeting, Mar 30, 2021Nippon Denko Co., Ltd., Annual General Meeting, Mar 30, 2021.
お知らせ • Dec 23Nippon Denko Co., Ltd. to Report Fiscal Year 2020 Results on Feb 08, 2021Nippon Denko Co., Ltd. announced that they will report fiscal year 2020 results on Feb 08, 2021
Is New 90 Day High Low • Dec 10New 90-day high: €2.17The company is up 36% from its price of €1.59 on 11 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 8.0% over the same period.
Reported Earnings • Nov 11Third quarter 2020 earnings released: JP¥1.89 loss per shareThe company reported a decent third quarter result with reduced losses and improved control over expenses, although revenues were weaker. Third quarter 2020 results: Revenue: JP¥12.4b (down 30% from 3Q 2019). Net loss: JP¥278.0m (loss narrowed 71% from 3Q 2019).
Is New 90 Day High Low • Nov 11New 90-day high: €2.05The company is up 41% from its price of €1.46 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. It also outperformed the Metals and Mining industry, which is up 1.0% over the same period.
お知らせ • Sep 04Nippon Denko Co., Ltd. to Report Q3, 2020 Results on Nov 10, 2020Nippon Denko Co., Ltd. announced that they will report Q3, 2020 results on Nov 10, 2020