Nippon Sanso Holdings（NPX）株式概要日本、米国、欧州、アジア、オセアニアでガス事業を展開。 詳細NPX ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績5/6財務の健全性4/6配当金4/6報酬株価収益率（ 18.8 x）は、 Chemicals業界平均（ 22.4 x）を下回っています。収益は年間3.9%増加すると予測されています 過去1年間で収益は41.9%増加しました 同業他社や業界と比較して、良好な取引価格 リスク分析多額の負債を抱えている すべてのリスクチェックを見るNPX Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW479,757 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINRODA479,757 investors already sharing narrativesYour Fair Value€Current Price€33.6819.1% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture02t2016201920222025202620282031Revenue JP¥1.7tEarnings JP¥164.3bAdvancedSet Fair ValueView all narrativesNippon Sanso Holdings Corporation 競合他社SymriseSymbol: XTRA:SY1Market cap: €12.6bEvonik IndustriesSymbol: XTRA:EVKMarket cap: €8.4bFuchsSymbol: XTRA:FPE3Market cap: €5.0bBASFSymbol: XTRA:BASMarket cap: €44.3b価格と性能株価の高値、安値、推移の概要Nippon Sanso Holdings過去の株価現在の株価JP¥33.6852週高値JP¥34.1652週安値JP¥24.62ベータ0.421ヶ月の変化3.00%3ヶ月変化1.75%1年変化4.99%3年間の変化58.87%5年間の変化68.40%IPOからの変化99.29%最新ニュースお知らせ • Jul 31Nippon Sanso Holdings Corporation to Report First Half, 2027 Results on Nov 04, 2026Nippon Sanso Holdings Corporation announced that they will report first half, 2027 results on Nov 04, 2026Reported Earnings • Jul 30First quarter 2027 earnings released: EPS: JP¥101 (vs JP¥65.60 in 1Q 2026)First quarter 2027 results: EPS: JP¥101 (up from JP¥65.60 in 1Q 2026). Revenue: JP¥361.8b (up 15% from 1Q 2026). Net income: JP¥43.7b (up 54% from 1Q 2026). Profit margin: 12% (up from 9.0% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.Declared Dividend • Jul 26Final dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 106%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 17% 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 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jul 24Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 6.9% to €32.60. The fair value is estimated to be €26.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 6.2% per annum over the same time period.Buy Or Sell Opportunity • Jun 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.4% to €31.48. The fair value is estimated to be €25.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.Reported Earnings • Jun 19Full year 2026 earnings released: EPS: JP¥286 (vs JP¥228 in FY 2025)Full year 2026 results: EPS: JP¥286 (up from JP¥228 in FY 2025). Revenue: JP¥1.36t (up 3.9% from FY 2025). Net income: JP¥123.9b (up 25% from FY 2025). Profit margin: 9.1% (up from 7.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.最新情報をもっと見るRecent updatesお知らせ • Jul 31Nippon Sanso Holdings Corporation to Report First Half, 2027 Results on Nov 04, 2026Nippon Sanso Holdings Corporation announced that they will report first half, 2027 results on Nov 04, 2026Reported Earnings • Jul 30First quarter 2027 earnings released: EPS: JP¥101 (vs JP¥65.60 in 1Q 2026)First quarter 2027 results: EPS: JP¥101 (up from JP¥65.60 in 1Q 2026). Revenue: JP¥361.8b (up 15% from 1Q 2026). Net income: JP¥43.7b (up 54% from 1Q 2026). Profit margin: 12% (up from 9.0% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.Declared Dividend • Jul 26Final dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 106%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 17% 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 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Buy Or Sell Opportunity • Jul 24Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 6.9% to €32.60. The fair value is estimated to be €26.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 6.2% per annum over the same time period.Buy Or Sell Opportunity • Jun 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.4% to €31.48. The fair value is estimated to be €25.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.Reported Earnings • Jun 19Full year 2026 earnings released: EPS: JP¥286 (vs JP¥228 in FY 2025)Full year 2026 results: EPS: JP¥286 (up from JP¥228 in FY 2025). Revenue: JP¥1.36t (up 3.9% from FY 2025). Net income: JP¥123.9b (up 25% from FY 2025). Profit margin: 9.1% (up from 7.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.お知らせ • Jun 11Cold Jet Bv And Nippon Sanso Launch Fully Automated Dry Ice Production And Recovery Facility In KöpingCold Jet bv and Nippon Sanso successfully launched a highly sophisticated, fully automated dry ice production and recovery facility in Köping. This landmark project combines Nippon Sanso’s market leadership with Cold Jet’s world-class technology to meet the demand for dry ice cooling solutions in the airline, food, pharmaceutical, and industrial cleaning sectors across the Nordic region. Powered by Cold Jet’s advanced turnkey solutions, the facility boasts a production capacity of 2.2 tons of dry ice per hour. Localized production will significantly reduce transport times, delivering fresh, superior-quality dry ice directly to their customers. Nippon Sanso selected Cold Jet to secure an integrated, single-source system where Cold Jet took full responsibility for the entire dry ice production line. The Köping installation features a fully automated suite of Cold Jet technology designed for autonomous operation: PR750H High-Efficiency Pelletizers designed for high-volume production; Integrated Conveyor & Control Systems from pellet to reformer; R1000H Pellet-to-Slice Reformers produces high-density slices ranging from 250g to 3kg; Fully Automated Robotics System utilizes three advanced robots to stack, strap, wrap, and fill dry ice containers with minimal human intervention; RE-CO2 320 Recovery Systems with six integrated recovery units capture and recycle CO2, maximizing efficiency. By automating repetitive packaging processes, the plant minimizes human error while allowing operators to focus on downstream quality monitoring. At the heart of the facility’s efficiency are Cold Jet’s CO2 Recovery Systems. While traditional dry ice production vents substantial amounts of liquid CO2 into the atmosphere, this installation changes the equation: Significant Cost Savings by capturing and reliquefying gas that would otherwise be wasted, Nippon Sanso cuts its LCO2 costs in half and dramatically improves the conversion rate; Environmental Stewardship as the recovery units minimize the facility’s carbon footprint; Optimized Yield by turning waste gas back into a usable resource ensures peak operational efficiency. By integrating dry ice production with its existing cylinder filling operations in Köping, Nippon Sanso shares resources to maximize agility. The plant will produce a versatile mix of pellets (3mm, 10mm, and 16mm) and slices (500g, 800g, and 1000g).Buy Or Sell Opportunity • May 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.9% to €32.90. The fair value is estimated to be €27.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 6.2% per annum over the same time period.Board Change • May 21High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Director Kenji Nagata is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • May 14Nippon Sanso Holdings Corporation to Report Q1, 2027 Results on Jul 29, 2026Nippon Sanso Holdings Corporation announced that they will report Q1, 2027 results at 3:00 PM, Tokyo Standard Time on Jul 29, 2026お知らせ • May 11Nippon Sanso Holdings Corporation, Annual General Meeting, Jun 17, 2026Nippon Sanso Holdings Corporation, Annual General Meeting, Jun 17, 2026.お知らせ • Feb 17Nippon Sanso Holdings Corporation to Report Fiscal Year 2026 Results on May 11, 2026Nippon Sanso Holdings Corporation announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 11, 2026お知らせ • Feb 05Nippon Sanso Holdings Corporation Revises Earnings Guidance for the Fiscal Year Ending March 31, 2026Nippon Sanso Holdings Corporation revised earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects revenue to be JPY 1,330,000 million against previous guidance of JPY 1,290,000 million. Core operating income to be JPY 196,000 million against previous guidance of JPY 191,000 million. Operating income to be JPY 194,300 million against previous guidance of JPY 191,000 million. Net income to be JPY 127,000 million against previous guidance of JPY 119,500 million. Net income attributable to owners of the parent to be JPY 123,500 million against previous guidance of JPY 116,000 million. Basic earnings per share to be JPY 285.31 against previous guidance of JPY 267.99. Reasons for the Revisions: Although sales volume trends across the Group remain soft, due to the favorable impact from the depreciation of the JPY against major currencies including the USD and EUR, and effect from price management, revenue is expected to exceed the previous forecast, Core operating income is also expected to exceed the previous forecast due to positive effects from productivity effort in addition to above mentiond positive impact and effect, despite the cost increase from inflation. Accordingly, Operating income, Net income, and Net income attributable to owners of the parent are also expected to exceed the previous forecast.Declared Dividend • Dec 30First half dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 115%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 17% 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 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Board Change • Dec 30High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Director Kenji Nagata is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.お知らせ • Nov 29Nippon Sanso Holdings Corporation to Report Q3, 2026 Results on Feb 04, 2026Nippon Sanso Holdings Corporation announced that they will report Q3, 2026 results on Feb 04, 2026お知らせ • Oct 30Nippon Sanso Holdings Corporation Declares Dividend for the Second Quarter Ended September 30, 2025, Payable on December 1, 2025; Provides Dividend Guidance for the Year Ending March 31, 2026Nippon Sanso Holdings Corporation declared dividend of JPY 29 per share for the second quarter ended September 30, 2025. Scheduled date to commence dividend payments: December 1, 2025. Record date is September 30, 2025. The company provided dividend guidance of JPY 29 per share for the year ending March 31, 2026. Reason: The Company has adopted a policy of allocating sufficient earnings to internal reserves for the expansion and strengthening of its corporate capabilities and will endeavor to make shareholder returns in line with a dividend policy linked to consolidated performance and based on sustained payment of a stable dividend. Based on this policy, and in view of its business results and so forth, the Company resolved to increase its interim dividend to JPY 29 per share and revise the year-end dividend forecast to JPY 29 per share. As a result, the annual dividend forecast will be JPY 58 per share.お知らせ • Aug 02Nippon Sanso Holdings Corporation to Report First Half, 2026 Results on Oct 30, 2025Nippon Sanso Holdings Corporation announced that they will report first half, 2026 results on Oct 30, 2025お知らせ • Jul 02Supagas Holding Pty Ltd completed the acquisition Coregas Pty Ltd from Wesfarmers Limited (ASX:WES).Supagas Holding Pty Ltd agreed to acquire Coregas Pty Ltd from Wesfarmers Limited (ASX:WES) for AUD 770 million on December 20, 2024. A cash consideration of AUD 770 million will be paid by Nippon Sanso Holdings Corporation. As part of consideration, AUD 770 million is paid towards common equity of Coregas Pty Ltd. The transaction is subject to approval by regulatory board / committee and subject to antitrust regulations. The expected completion of the transaction is May 1, 2025 to August 31, 2025.Damien Roberts of Herbert Smith Freehills acted as a legal advisor to Coregas. As of June 26 ,2025, Wesfarmers announced that all conditions precedent to the sale of Coregas to a subsidiary of Nippon Sanso Holdings Corporation have now been satisfied and sale is now unconditional. The transaction is expected to be completed in July 2025. The sale subject to the receipt of certain consents and approvals, including from the Australian Competition and Consumer Commission and Foreign Investment Review Board, which have now been received. Supagas Holding Pty Ltd completed the acquisition Coregas Pty Ltd from Wesfarmers Limited (ASX:WES) on July 1, 2025. Wesfarmers expects to record a pre-tax profit on sale of approximately AUD 230 million to AUD 260 million, subject to completion adjustments, with this amount to be included in the results for the 2025 financial year. Daniel Coote, Kapil Kumar, Martin Linhart, Pulin Desai and Fady Abi Abdallah of BDO Corporate Finance (QLD) Limited acted as due diligence provider for Supagas Holding Pty Ltd.お知らせ • May 13Nippon Sanso Holdings Corporation to Report Q1, 2026 Results on Jul 31, 2025Nippon Sanso Holdings Corporation announced that they will report Q1, 2026 results at 3:00 PM, Tokyo Standard Time on Jul 31, 2025お知らせ • May 12+ 3 more updatesNippon Sanso Holdings Corporation, Annual General Meeting, Jun 18, 2025Nippon Sanso Holdings Corporation, Annual General Meeting, Jun 18, 2025.お知らせ • Apr 23TOMOE SHOKAI Co., Ltd. completed the acquisition of 68% stake in Taiyo Gases Co. Ltd from Nippon Sanso Holdings Corporation (TSE:4091) and Siam Nippon Sanso Company Limited.TOMOE SHOKAI Co., Ltd. agreed to acquire 68% stake in Taiyo Gases Co. Ltd from Nippon Sanso Holdings Corporation (TSE:4091) and Siam Nippon Sanso Company Limited on March 31, 2025. TOMOE SHOKAI Co., Ltd. completed the acquisition of 68% stake in Taiyo Gases Co. Ltd from Nippon Sanso Holdings Corporation (TSE:4091) and Siam Nippon Sanso Company Limited on April 21, 2025.お知らせ • Feb 05Nippon Sanso Holdings Corporation to Report Fiscal Year 2025 Results on May 12, 2025Nippon Sanso Holdings Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 12, 2025お知らせ • Dec 21Nippon Sanso Holdings Corporation (TSE:4091) agreed to acquire Coregas Pty Ltd from Wesfarmers Limited (ASX:WES) for AUD 770 million.Nippon Sanso Holdings Corporation (TSE:4091) agreed to acquire Coregas Pty Ltd from Wesfarmers Limited (ASX:WES) for AUD 770 million on December 20, 2024. A cash consideration of AUD 770 million will be paid by Nippon Sanso Holdings Corporation. As part of consideration, AUD 770 million is paid towards common equity of Coregas Pty Ltd. The transaction is subject to approval by regulatory board / committee and subject to antitrust regulations. The expected completion of the transaction is May 1, 2025 to August 31, 2025.Reported Earnings • Nov 01First half 2025 earnings released: EPS: JP¥114 (vs JP¥112 in 1H 2024)First half 2025 results: EPS: JP¥114 (up from JP¥112 in 1H 2024). Revenue: JP¥643.0b (up 5.0% from 1H 2024). Net income: JP¥49.2b (up 1.3% from 1H 2024). Profit margin: 7.7% (down from 7.9% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 31Nippon Sanso Holdings Corporation to Report Q3, 2025 Results on Feb 05, 2025Nippon Sanso Holdings Corporation announced that they will report Q3, 2025 results at 3:00 PM, Tokyo Standard Time on Feb 05, 2025お知らせ • Sep 27Nippon Sanso Holdings Corporation to Report Q2, 2025 Results on Oct 31, 2024Nippon Sanso Holdings Corporation announced that they will report Q2, 2025 results on Oct 31, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.0%).New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (76% net debt to equity). Share price has been volatile over the past 3 months (7.5% average weekly change).Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €22.94, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Chemicals industry in Germany. Total returns to shareholders of 27% over the past three years.Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥67.19 (vs JP¥56.73 in 1Q 2024)First quarter 2025 results: EPS: JP¥67.19 (up from JP¥56.73 in 1Q 2024). Revenue: JP¥329.3b (up 6.6% from 1Q 2024). Net income: JP¥29.1b (up 18% from 1Q 2024). Profit margin: 8.8% (up from 8.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.Declared Dividend • Jul 11Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 86%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (21% cash payout ratio). 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 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥245 (vs JP¥169 in FY 2023)Full year 2024 results: EPS: JP¥245 (up from JP¥169 in FY 2023). Revenue: JP¥1.26t (up 5.8% from FY 2023). Net income: JP¥105.9b (up 45% from FY 2023). Profit margin: 8.4% (up from 6.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥245 (vs JP¥169 in FY 2023)Full year 2024 results: EPS: JP¥245 (up from JP¥169 in FY 2023). Revenue: JP¥1.26t (up 5.8% from FY 2023). Net income: JP¥105.9b (up 45% from FY 2023). Profit margin: 8.4% (up from 6.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.お知らせ • May 15+ 1 more updateNippon Sanso Holdings Corporation to Report Q1, 2025 Results on Jul 30, 2024Nippon Sanso Holdings Corporation announced that they will report Q1, 2025 results on Jul 30, 2024Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.8%).Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €30.98, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Chemicals industry in Germany. Total returns to shareholders of 107% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €33.78 per share.Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥57.40 (vs JP¥39.85 in 3Q 2023)Third quarter 2024 results: EPS: JP¥57.40 (up from JP¥39.85 in 3Q 2023). Revenue: JP¥316.1b (up 5.6% from 3Q 2023). Net income: JP¥24.8b (up 44% from 3Q 2023). Profit margin: 7.9% (up from 5.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 14% per year.お知らせ • Feb 02Nippon Sanso Holdings Corporation to Report Fiscal Year 2024 Results on May 13, 2024Nippon Sanso Holdings Corporation announced that they will report fiscal year 2024 results on May 13, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥55.42 (vs JP¥41.27 in 2Q 2023)Second quarter 2024 results: EPS: JP¥55.42 (up from JP¥41.27 in 2Q 2023). Revenue: JP¥303.7b (up 2.0% from 2Q 2023). Net income: JP¥24.0b (up 34% from 2Q 2023). Profit margin: 7.9% (up from 6.0% in 2Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals 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 increased by 23% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Nov 01Nippon Sanso Holdings Corporation Revises Consolidated Earnings Forecasts for the Full Term of Fiscal Year Ending March 31, 2024Nippon Sanso Holdings Corporation revised consolidated earnings forecasts for the full term of fiscal year ending March 31, 2024. The company now expected revenue of JPY 1,230,000 million against the previous guidance of JPY 1,160,000 million. Operating income of JPY 163,000 million against the previous guidance of JPY 127,500 million. Net income of JPY 100,500 million against the previous guidance of JPY 73,500 million. Net income attributable to owners of the parent of JPY 97,000 million against the previous guidance of JPY 70,500 million. Basic earnings per share of JPY 224.09 against the previous guidance of JPY 162.87.お知らせ • Oct 31Nippon Sanso Holdings Corporation to Report Q3, 2024 Results on Feb 02, 2024Nippon Sanso Holdings Corporation announced that they will report Q3, 2024 results on Feb 02, 2024Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.9%).お知らせ • Aug 24+ 2 more updatesNippon Sanso Holdings Corporation Provides Dividend Guidance for the End of Second Quarter of Fiscal Year Ending March 31, 2024Nippon Sanso Holdings Corporation provided dividend guidance for the end of second quarter of fiscal year 2024. For the period, the company expects dividend to be JPY 20.00 per share compared to JPY 18.00 per share a year ago.Buying Opportunity • Aug 03Now 21% undervaluedOver the last 90 days, the stock is up 25%. The fair value is estimated to be €26.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 5.0% per annum over the same time period.Reported Earnings • Jul 30First quarter 2024 earnings released: EPS: JP¥56.73 (vs JP¥39.95 in 1Q 2023)First quarter 2024 results: EPS: JP¥56.73 (up from JP¥39.95 in 1Q 2023). Revenue: JP¥308.9b (up 12% from 1Q 2023). Net income: JP¥24.6b (up 42% from 1Q 2023). Profit margin: 8.0% (up from 6.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.Reported Earnings • Jun 25Full year 2023 earnings released: EPS: JP¥169 (vs JP¥148 in FY 2022)Full year 2023 results: EPS: JP¥169 (up from JP¥148 in FY 2022). Revenue: JP¥1.19t (up 24% from FY 2022). Net income: JP¥73.1b (up 14% from FY 2022). Profit margin: 6.2% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 11% per year.Buying Opportunity • Jun 24Now 22% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €24.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 6.8% per annum over the same time period.Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥169 (vs JP¥148 in FY 2022)Full year 2023 results: EPS: JP¥169 (up from JP¥148 in FY 2022). Revenue: JP¥1.19t (up 24% from FY 2022). Net income: JP¥73.1b (up 14% from FY 2022). Profit margin: 6.2% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • May 12+ 1 more updateNippon Sanso Holdings Corporation Proposes Dividend for the Fiscal Year Ended March 31, 2023, Payable on June 20, 2023Nippon Sanso Holdings Corporation announced that at its board meeting held on May 11, 2023 and resolved to pay a year-end dividend from retained earnings, with March 31, 2023 as the recording date. Dividend per share is JPY 20.00. Total amount of Dividends is JPY 8,658 million. Effective date is June 20, 2023. The company plans to pay fiscal year ended March 31, 2023 dividend following approval by the Annual Meeting of Shareholders scheduled for June 20, 2023.Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 20 June 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).Reported Earnings • Feb 03Third quarter 2023 earnings released: EPS: JP¥39.85 (vs JP¥36.61 in 3Q 2022)Third quarter 2023 results: EPS: JP¥39.85 (up from JP¥36.61 in 3Q 2022). Revenue: JP¥299.3b (up 23% from 3Q 2022). Net income: JP¥17.3b (up 8.9% from 3Q 2022). Profit margin: 5.8% (down from 6.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Feb 03+ 1 more updateNippon Sanso Holdings Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Nippon Sanso Holdings Corporation provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 18.00 per share.Buying Opportunity • Dec 09Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €19.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings is also forecast to grow by 7.1% per annum over the same time period.お知らせ • Nov 30Nippon Sanso Holdings Corporation to Report Q3, 2023 Results on Feb 02, 2023Nippon Sanso Holdings Corporation announced that they will report Q3, 2023 results on Feb 02, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥41.27 (vs JP¥42.12 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.27 (down from JP¥42.12 in 2Q 2022). Revenue: JP¥297.7b (up 30% from 2Q 2022). Net income: JP¥17.9b (down 2.0% from 2Q 2022). Profit margin: 6.0% (down from 8.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.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, 1 was an independent director. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2021. 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 03Second quarter 2023 earnings released: EPS: JP¥41.27 (vs JP¥42.12 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.27 (down from JP¥42.12 in 2Q 2022). Revenue: JP¥297.7b (up 30% from 2Q 2022). Net income: JP¥17.9b (down 2.0% from 2Q 2022). Profit margin: 6.0% (down from 8.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.お知らせ • Nov 02Nippon Sanso Holdings Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Nippon Sanso Holdings Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects revenue of JPY 1,160,000 million, operating income of JPY 113,000 million, net income of JPY 70,500 million and basic earnings per share of JPY 157.11.お知らせ • Nov 01+ 1 more updateNippon Sanso Holdings Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Nippon Sanso Holdings Corporation provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 18.00 per share.Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.1%).Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥39.95 (vs JP¥37.12 in 1Q 2022)First quarter 2023 results: EPS: JP¥39.95 (up from JP¥37.12 in 1Q 2022). Revenue: JP¥276.0b (up 26% from 1Q 2022). Net income: JP¥17.3b (up 7.6% from 1Q 2022). Profit margin: 6.3% (down from 7.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.9%, compared to a 5.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% 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 • Jul 29Nippon Sanso Holdings Corporation Revises Earnings Guidance for the Fiscal Year Ending March 31, 2023Nippon Sanso Holdings Corporation revises earnings guidance for the fiscal year ending March 31, 2023. The company now expects Operating income of JPY 105,000 million, Net income attributable to owners of the parent of JPY 65,000 million or JPY 150.18 per basic share compared to previous forecast of operating income of JPY 107,500 million, Net income attributable to owners of the parent of JPY 67,000 million or JPY 154.82 per basic share. Revenue guidance of JPY 950,000 million remains unchanged.Reported Earnings • Jun 23Full year 2022 earnings released: EPS: JP¥148 (vs JP¥128 in FY 2021)Full year 2022 results: EPS: JP¥148 (up from JP¥128 in FY 2021). Revenue: JP¥957.2b (up 17% from FY 2021). Net income: JP¥64.1b (up 16% from FY 2021). Profit margin: 6.7% (in line with FY 2021). Over the next year, revenue is forecast to grow 10%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% 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 • Jun 02+ 2 more updatesTaiyo Nippon Sanso Corporation Announces Year End Dividend for the Year 2022, Payable on June 20, 2022; Provides Dividend Guidance for the Second Quarter of Fiscal Year Ending March 31, 2023Taiyo Nippon Sanso Corporation announced a dividend of JPY 18.00 per share for Year End of 2022, payable on June 20, 2022 as compared to JPY 16.00 per share paid a year ago. Scheduled date to commence dividend payments is June 20, 2022.For second quarter of fiscal year ending March 31, 2023, company expects to pay a dividend of JPY 18.00 per share as compared to JPY 16.00 per share paid a year ago.Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥148 (vs JP¥128 in FY 2021)Full year 2022 results: EPS: JP¥148 (up from JP¥128 in FY 2021). Revenue: JP¥957.2b (up 17% from FY 2021). Net income: JP¥64.1b (up 16% from FY 2021). Profit margin: 6.7% (in line with FY 2021). Over the next year, revenue is forecast to stay flat compared to a 6.4% growth forecast for the industry in Germany.お知らせ • May 12+ 3 more updatesNippon Sanso Holdings Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Nippon Sanso Holdings Corporation provided dividend guidance of JPY 18.00 per share for the fiscal year ending March 31, 2023 against JPY 18.00 per share for the fiscal year ended March 31, 2022.Board Change • Apr 29Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Outside Director Mitsuhiro Katsumaru is the most experienced director on the board, commencing their role in 2015. Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.お知らせ • Apr 07+ 2 more updatesNippon Sanso Holdings Corporation to Report Q1, 2023 Results on Jul 29, 2022Nippon Sanso Holdings Corporation announced that they will report Q1, 2023 results on Jul 29, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 21 June 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.7%).お知らせ • Feb 10+ 1 more updateNippon Sanso Holdings Corporation Provides Dividend Guidance for the Year Ending March 31, 2022Nippon Sanso Holdings Corporation expects to pay year end dividend of JPY 16.00 per share for the fiscal year 2022 compared to JPY 16.00 per share paid a year ago.Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥36.62 (down from JP¥37.71 in 3Q 2021). Revenue: JP¥244.2b (up 18% from 3Q 2021). Net income: JP¥15.8b (down 2.9% from 3Q 2021). Profit margin: 6.5% (down from 7.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.7%. Over the next year, revenue is forecast to grow 2.9%, compared to a 5.9% growth forecast for the industry in Germany.お知らせ • Feb 03Nippon Sanso Holdings Corporation Provides Earnings Guidance for the Year Ending March 2022Nippon Sanso Holdings Corporation provided earnings guidance for the year ending March 2022. Revenue is expected to be JPY 932 billion, an increase of JPY 67 billion compared to the initial forecast provided in May, and an increase of JPY 113.8 billion, or 13.9%, compared to the previous fiscal year. Core operating income is expected to be JPY 101 billion, an increase of JPY 5 billion compared to the initial forecast, and an increase of JPY 13.8 billion, or 15.8%, compared to the previous fiscal year. As of now, the company plan to record a very small amount, a negligible amount of nonrecurring profit, which is less JPY 1.5 billion from the year before, and as a result, operating income will be JPY 101 billion, the same as core operating income, an increase of JPY 12.2 billion, or 13.7% YoY. Profit attributable to owners of the parent is JPY 67 billion, up JPY 8.8 billion from the initial forecast, and JPY 11.8 billion from the previous fiscal year.Reported Earnings • Nov 02Second quarter 2022 earnings released: EPS JP¥42.12 (vs JP¥31.34 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥229.1b (up 14% from 2Q 2021). Net income: JP¥18.2b (up 34% from 2Q 2021). Profit margin: 8.0% (up from 6.8% in 2Q 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Sep 22Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.7%).Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to €23.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Chemicals industry in Germany. Total returns to shareholders of 69% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €30.64 per share.Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥37.12 (vs JP¥17.18 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥218.3b (up 18% from 1Q 2021). Net income: JP¥16.1b (up 116% from 1Q 2021). Profit margin: 7.4% (up from 4.0% in 1Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • Jun 26Full year 2021 earnings released: EPS JP¥128 (vs JP¥123 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥818.2b (down 3.8% from FY 2020). Net income: JP¥55.2b (up 3.5% from FY 2020). Profit margin: 6.7% (up from 6.3% in FY 2020). The increase in margin was driven by lower expenses.Executive Departure • Jun 21Outside Member of Audit & Supervisory Board Naoya Fujimori has left the companyOn the 18th of June, Naoya Fujimori's tenure as Outside Member of Audit & Supervisory Board ended. We don't have any record of a personal shareholding under Naoya's name. A total of 2 executives have left over the last 12 months.Executive Departure • Jun 21Outside Member of Audit & Supervisory Board Kazunari Higuchi has left the companyOn the 18th of June, Kazunari Higuchi's tenure as Outside Member of Audit & Supervisory Board ended. We don't have any record of a personal shareholding under Kazunari's name. A total of 2 executives have left over the last 12 months.Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥128 (vs JP¥123 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥818.2b (down 3.8% from FY 2020). Net income: JP¥55.2b (up 3.5% from FY 2020). Profit margin: 6.7% (up from 6.3% in FY 2020). The increase in margin was driven by lower expenses.お知らせ • May 11Taiyo Nippon Sanso Corporation Provides Dividend for the Fiscal Year Ended March 31, 2021, Payable on June 21, 2021Taiyo Nippon Sanso Corporation provided dividend for the fiscal year at ¥16 per share against ¥14 per share a year ago. Payable on June 21, 2021.Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 22 June 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.6%).株主還元NPXDE ChemicalsDE 市場7D8.8%1.3%0.9%1Y5.0%11.2%3.9%株主還元を見る業界別リターン: NPX過去 1 年間で9.7 % の収益を上げたGerman Chemicals業界を下回りました。リターン対市場: NPX過去 1 年間で3.5 % の収益を上げたGerman市場を上回りました。価格変動Is NPX's price volatile compared to industry and market?NPX volatilityNPX Average Weekly Movement5.9%Chemicals Industry Average Movement5.2%Market Average Movement5.3%10% most volatile stocks in DE Market12.8%10% least volatile stocks in DE Market2.7%安定した株価: NPX 、 German市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: NPXの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト191020,411Tadaharu Watanabejp.nipponsanso.com日本、米国、欧州、アジア、オセアニアでガス事業を展開。5つのセグメントを通じて事業を展開している：日本におけるガス事業、米国におけるガス事業、欧州におけるガス事業、アジア・オセアニアにおけるガス事業、サーモス事業。酸素、窒素、アルゴン、炭酸ガス、ヘリウム、水素、アセチレン、電子材料ガス、ピュアガスなどの特殊ガス、ガス関連機器、エレクトロニクス関連機器などを提供。また、据付工事、半導体製造装置、溶断装置、溶接材料、機械、液化石油ガス、関連機器、医療ガス、医療機器、安定同位体なども提供している。また、ステンレス製魔法瓶などの家庭用品も提供している。旧社名は大陽日酸株式会社で、2020年10月に日本サンソホールディングス株式会社に社名変更した。日本酸素ホールディングスは1910年に設立され、東京に本社を置く。日本サンソホールディングスは三菱化学グループの子会社である。もっと見るNippon Sanso Holdings Corporation 基礎のまとめNippon Sanso Holdings の収益と売上を時価総額と比較するとどうか。NPX 基礎統計学時価総額€14.37b収益（TTM）€764.08m売上高(TTM)€7.72b18.8xPER（株価収益率1.9xP/SレシオNPX は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計NPX 損益計算書（TTM）収益JP¥1.41t売上原価JP¥800.78b売上総利益JP¥605.84bその他の費用JP¥466.63b収益JP¥139.21b直近の収益報告Jun 30, 2026次回決算日Nov 04, 2026一株当たり利益（EPS）321.61グロス・マージン43.07%純利益率9.90%有利子負債／自己資本比率66.2%NPX の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.1%現在の配当利回り19%配当性向NPX 配当は確実ですか？NPX 配当履歴とベンチマークを見るNPX 、いつまでに購入すれば配当金を受け取れますか？Nippon Sanso Holdings 配当日配当落ち日Sep 29 2026配当支払日Dec 01 2026配当落ちまでの日数50 days配当支払日までの日数113 daysNPX 配当は確実ですか？NPX 配当履歴とベンチマークを見るView Valuation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2026/08/09 05:32終値2026/08/07 00:00収益2026/06/30年間収益2026/03/31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 Sanso Holdings Corporation 8 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。21 アナリスト機関Mikiya YamadaBarclaysTakashi EnomotoBofA Global ResearchAtsushi IkedaCitigroup Inc18 その他のアナリストを表示
お知らせ • Jul 31Nippon Sanso Holdings Corporation to Report First Half, 2027 Results on Nov 04, 2026Nippon Sanso Holdings Corporation announced that they will report first half, 2027 results on Nov 04, 2026
Reported Earnings • Jul 30First quarter 2027 earnings released: EPS: JP¥101 (vs JP¥65.60 in 1Q 2026)First quarter 2027 results: EPS: JP¥101 (up from JP¥65.60 in 1Q 2026). Revenue: JP¥361.8b (up 15% from 1Q 2026). Net income: JP¥43.7b (up 54% from 1Q 2026). Profit margin: 12% (up from 9.0% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.
Declared Dividend • Jul 26Final dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 106%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 17% 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 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jul 24Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 6.9% to €32.60. The fair value is estimated to be €26.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 6.2% per annum over the same time period.
Buy Or Sell Opportunity • Jun 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.4% to €31.48. The fair value is estimated to be €25.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.
Reported Earnings • Jun 19Full year 2026 earnings released: EPS: JP¥286 (vs JP¥228 in FY 2025)Full year 2026 results: EPS: JP¥286 (up from JP¥228 in FY 2025). Revenue: JP¥1.36t (up 3.9% from FY 2025). Net income: JP¥123.9b (up 25% from FY 2025). Profit margin: 9.1% (up from 7.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Jul 31Nippon Sanso Holdings Corporation to Report First Half, 2027 Results on Nov 04, 2026Nippon Sanso Holdings Corporation announced that they will report first half, 2027 results on Nov 04, 2026
Reported Earnings • Jul 30First quarter 2027 earnings released: EPS: JP¥101 (vs JP¥65.60 in 1Q 2026)First quarter 2027 results: EPS: JP¥101 (up from JP¥65.60 in 1Q 2026). Revenue: JP¥361.8b (up 15% from 1Q 2026). Net income: JP¥43.7b (up 54% from 1Q 2026). Profit margin: 12% (up from 9.0% in 1Q 2026). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.3% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 14% per year.
Declared Dividend • Jul 26Final dividend of JP¥33.00 announcedShareholders will receive a dividend of JP¥33.00. Ex-date: 29th September 2026 Payment date: 1st December 2026 Dividend yield will be 106%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 17% 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 20% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Buy Or Sell Opportunity • Jul 24Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 6.9% to €32.60. The fair value is estimated to be €26.38, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.7% per annum. Earnings are also forecast to grow by 6.2% per annum over the same time period.
Buy Or Sell Opportunity • Jun 26Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 1.4% to €31.48. The fair value is estimated to be €25.82, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.5% per annum. Earnings are also forecast to grow by 5.9% per annum over the same time period.
Reported Earnings • Jun 19Full year 2026 earnings released: EPS: JP¥286 (vs JP¥228 in FY 2025)Full year 2026 results: EPS: JP¥286 (up from JP¥228 in FY 2025). Revenue: JP¥1.36t (up 3.9% from FY 2025). Net income: JP¥123.9b (up 25% from FY 2025). Profit margin: 9.1% (up from 7.6% in FY 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.5% p.a. on average during the next 3 years, compared to a 3.5% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 12% per year whereas the company’s share price has increased by 16% per year.
お知らせ • Jun 11Cold Jet Bv And Nippon Sanso Launch Fully Automated Dry Ice Production And Recovery Facility In KöpingCold Jet bv and Nippon Sanso successfully launched a highly sophisticated, fully automated dry ice production and recovery facility in Köping. This landmark project combines Nippon Sanso’s market leadership with Cold Jet’s world-class technology to meet the demand for dry ice cooling solutions in the airline, food, pharmaceutical, and industrial cleaning sectors across the Nordic region. Powered by Cold Jet’s advanced turnkey solutions, the facility boasts a production capacity of 2.2 tons of dry ice per hour. Localized production will significantly reduce transport times, delivering fresh, superior-quality dry ice directly to their customers. Nippon Sanso selected Cold Jet to secure an integrated, single-source system where Cold Jet took full responsibility for the entire dry ice production line. The Köping installation features a fully automated suite of Cold Jet technology designed for autonomous operation: PR750H High-Efficiency Pelletizers designed for high-volume production; Integrated Conveyor & Control Systems from pellet to reformer; R1000H Pellet-to-Slice Reformers produces high-density slices ranging from 250g to 3kg; Fully Automated Robotics System utilizes three advanced robots to stack, strap, wrap, and fill dry ice containers with minimal human intervention; RE-CO2 320 Recovery Systems with six integrated recovery units capture and recycle CO2, maximizing efficiency. By automating repetitive packaging processes, the plant minimizes human error while allowing operators to focus on downstream quality monitoring. At the heart of the facility’s efficiency are Cold Jet’s CO2 Recovery Systems. While traditional dry ice production vents substantial amounts of liquid CO2 into the atmosphere, this installation changes the equation: Significant Cost Savings by capturing and reliquefying gas that would otherwise be wasted, Nippon Sanso cuts its LCO2 costs in half and dramatically improves the conversion rate; Environmental Stewardship as the recovery units minimize the facility’s carbon footprint; Optimized Yield by turning waste gas back into a usable resource ensures peak operational efficiency. By integrating dry ice production with its existing cylinder filling operations in Köping, Nippon Sanso shares resources to maximize agility. The plant will produce a versatile mix of pellets (3mm, 10mm, and 16mm) and slices (500g, 800g, and 1000g).
Buy Or Sell Opportunity • May 22Now 20% overvalued after recent price riseOver the last 90 days, the stock has risen 3.9% to €32.90. The fair value is estimated to be €27.40, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 3.9% over the last 3 years. Earnings per share has grown by 12%. For the next 3 years, revenue is forecast to grow by 3.4% per annum. Earnings are also forecast to grow by 6.2% per annum over the same time period.
Board Change • May 21High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Director Kenji Nagata is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • May 14Nippon Sanso Holdings Corporation to Report Q1, 2027 Results on Jul 29, 2026Nippon Sanso Holdings Corporation announced that they will report Q1, 2027 results at 3:00 PM, Tokyo Standard Time on Jul 29, 2026
お知らせ • May 11Nippon Sanso Holdings Corporation, Annual General Meeting, Jun 17, 2026Nippon Sanso Holdings Corporation, Annual General Meeting, Jun 17, 2026.
お知らせ • Feb 17Nippon Sanso Holdings Corporation to Report Fiscal Year 2026 Results on May 11, 2026Nippon Sanso Holdings Corporation announced that they will report fiscal year 2026 results at 3:00 PM, Tokyo Standard Time on May 11, 2026
お知らせ • Feb 05Nippon Sanso Holdings Corporation Revises Earnings Guidance for the Fiscal Year Ending March 31, 2026Nippon Sanso Holdings Corporation revised earnings guidance for the fiscal year ending March 31, 2026. For the year, the company expects revenue to be JPY 1,330,000 million against previous guidance of JPY 1,290,000 million. Core operating income to be JPY 196,000 million against previous guidance of JPY 191,000 million. Operating income to be JPY 194,300 million against previous guidance of JPY 191,000 million. Net income to be JPY 127,000 million against previous guidance of JPY 119,500 million. Net income attributable to owners of the parent to be JPY 123,500 million against previous guidance of JPY 116,000 million. Basic earnings per share to be JPY 285.31 against previous guidance of JPY 267.99. Reasons for the Revisions: Although sales volume trends across the Group remain soft, due to the favorable impact from the depreciation of the JPY against major currencies including the USD and EUR, and effect from price management, revenue is expected to exceed the previous forecast, Core operating income is also expected to exceed the previous forecast due to positive effects from productivity effort in addition to above mentiond positive impact and effect, despite the cost increase from inflation. Accordingly, Operating income, Net income, and Net income attributable to owners of the parent are also expected to exceed the previous forecast.
Declared Dividend • Dec 30First half dividend of JP¥29.00 announcedShareholders will receive a dividend of JP¥29.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 115%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (23% earnings payout ratio) and cash flows (20% cash payout ratio). The dividend has increased by an average of 17% 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 28% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Board Change • Dec 30High number of new and inexperienced directorsThere are 7 new directors who have joined the board in the last 3 years. The company's board is composed of: 7 new directors. 5 experienced directors. No highly experienced directors. Director Kenji Nagata is the most experienced director on the board, commencing their role in 2018. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
お知らせ • Nov 29Nippon Sanso Holdings Corporation to Report Q3, 2026 Results on Feb 04, 2026Nippon Sanso Holdings Corporation announced that they will report Q3, 2026 results on Feb 04, 2026
お知らせ • Oct 30Nippon Sanso Holdings Corporation Declares Dividend for the Second Quarter Ended September 30, 2025, Payable on December 1, 2025; Provides Dividend Guidance for the Year Ending March 31, 2026Nippon Sanso Holdings Corporation declared dividend of JPY 29 per share for the second quarter ended September 30, 2025. Scheduled date to commence dividend payments: December 1, 2025. Record date is September 30, 2025. The company provided dividend guidance of JPY 29 per share for the year ending March 31, 2026. Reason: The Company has adopted a policy of allocating sufficient earnings to internal reserves for the expansion and strengthening of its corporate capabilities and will endeavor to make shareholder returns in line with a dividend policy linked to consolidated performance and based on sustained payment of a stable dividend. Based on this policy, and in view of its business results and so forth, the Company resolved to increase its interim dividend to JPY 29 per share and revise the year-end dividend forecast to JPY 29 per share. As a result, the annual dividend forecast will be JPY 58 per share.
お知らせ • Aug 02Nippon Sanso Holdings Corporation to Report First Half, 2026 Results on Oct 30, 2025Nippon Sanso Holdings Corporation announced that they will report first half, 2026 results on Oct 30, 2025
お知らせ • Jul 02Supagas Holding Pty Ltd completed the acquisition Coregas Pty Ltd from Wesfarmers Limited (ASX:WES).Supagas Holding Pty Ltd agreed to acquire Coregas Pty Ltd from Wesfarmers Limited (ASX:WES) for AUD 770 million on December 20, 2024. A cash consideration of AUD 770 million will be paid by Nippon Sanso Holdings Corporation. As part of consideration, AUD 770 million is paid towards common equity of Coregas Pty Ltd. The transaction is subject to approval by regulatory board / committee and subject to antitrust regulations. The expected completion of the transaction is May 1, 2025 to August 31, 2025.Damien Roberts of Herbert Smith Freehills acted as a legal advisor to Coregas. As of June 26 ,2025, Wesfarmers announced that all conditions precedent to the sale of Coregas to a subsidiary of Nippon Sanso Holdings Corporation have now been satisfied and sale is now unconditional. The transaction is expected to be completed in July 2025. The sale subject to the receipt of certain consents and approvals, including from the Australian Competition and Consumer Commission and Foreign Investment Review Board, which have now been received. Supagas Holding Pty Ltd completed the acquisition Coregas Pty Ltd from Wesfarmers Limited (ASX:WES) on July 1, 2025. Wesfarmers expects to record a pre-tax profit on sale of approximately AUD 230 million to AUD 260 million, subject to completion adjustments, with this amount to be included in the results for the 2025 financial year. Daniel Coote, Kapil Kumar, Martin Linhart, Pulin Desai and Fady Abi Abdallah of BDO Corporate Finance (QLD) Limited acted as due diligence provider for Supagas Holding Pty Ltd.
お知らせ • May 13Nippon Sanso Holdings Corporation to Report Q1, 2026 Results on Jul 31, 2025Nippon Sanso Holdings Corporation announced that they will report Q1, 2026 results at 3:00 PM, Tokyo Standard Time on Jul 31, 2025
お知らせ • May 12+ 3 more updatesNippon Sanso Holdings Corporation, Annual General Meeting, Jun 18, 2025Nippon Sanso Holdings Corporation, Annual General Meeting, Jun 18, 2025.
お知らせ • Apr 23TOMOE SHOKAI Co., Ltd. completed the acquisition of 68% stake in Taiyo Gases Co. Ltd from Nippon Sanso Holdings Corporation (TSE:4091) and Siam Nippon Sanso Company Limited.TOMOE SHOKAI Co., Ltd. agreed to acquire 68% stake in Taiyo Gases Co. Ltd from Nippon Sanso Holdings Corporation (TSE:4091) and Siam Nippon Sanso Company Limited on March 31, 2025. TOMOE SHOKAI Co., Ltd. completed the acquisition of 68% stake in Taiyo Gases Co. Ltd from Nippon Sanso Holdings Corporation (TSE:4091) and Siam Nippon Sanso Company Limited on April 21, 2025.
お知らせ • Feb 05Nippon Sanso Holdings Corporation to Report Fiscal Year 2025 Results on May 12, 2025Nippon Sanso Holdings Corporation announced that they will report fiscal year 2025 results at 3:00 PM, Tokyo Standard Time on May 12, 2025
お知らせ • Dec 21Nippon Sanso Holdings Corporation (TSE:4091) agreed to acquire Coregas Pty Ltd from Wesfarmers Limited (ASX:WES) for AUD 770 million.Nippon Sanso Holdings Corporation (TSE:4091) agreed to acquire Coregas Pty Ltd from Wesfarmers Limited (ASX:WES) for AUD 770 million on December 20, 2024. A cash consideration of AUD 770 million will be paid by Nippon Sanso Holdings Corporation. As part of consideration, AUD 770 million is paid towards common equity of Coregas Pty Ltd. The transaction is subject to approval by regulatory board / committee and subject to antitrust regulations. The expected completion of the transaction is May 1, 2025 to August 31, 2025.
Reported Earnings • Nov 01First half 2025 earnings released: EPS: JP¥114 (vs JP¥112 in 1H 2024)First half 2025 results: EPS: JP¥114 (up from JP¥112 in 1H 2024). Revenue: JP¥643.0b (up 5.0% from 1H 2024). Net income: JP¥49.2b (up 1.3% from 1H 2024). Profit margin: 7.7% (down from 7.9% in 1H 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has only increased by 13% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 31Nippon Sanso Holdings Corporation to Report Q3, 2025 Results on Feb 05, 2025Nippon Sanso Holdings Corporation announced that they will report Q3, 2025 results at 3:00 PM, Tokyo Standard Time on Feb 05, 2025
お知らせ • Sep 27Nippon Sanso Holdings Corporation to Report Q2, 2025 Results on Oct 31, 2024Nippon Sanso Holdings Corporation announced that they will report Q2, 2025 results on Oct 31, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥24.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 17% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.0%).
New Risk • Aug 06New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of German stocks, typically moving 7.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (76% net debt to equity). Share price has been volatile over the past 3 months (7.5% average weekly change).
Valuation Update With 7 Day Price Move • Aug 06Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €22.94, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 12x in the Chemicals industry in Germany. Total returns to shareholders of 27% over the past three years.
Reported Earnings • Aug 01First quarter 2025 earnings released: EPS: JP¥67.19 (vs JP¥56.73 in 1Q 2024)First quarter 2025 results: EPS: JP¥67.19 (up from JP¥56.73 in 1Q 2024). Revenue: JP¥329.3b (up 6.6% from 1Q 2024). Net income: JP¥29.1b (up 18% from 1Q 2024). Profit margin: 8.8% (up from 8.0% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 19% per year whereas the company’s share price has increased by 16% per year.
Declared Dividend • Jul 11Final dividend of JP¥24.00 announcedShareholders will receive a dividend of JP¥24.00. Ex-date: 27th September 2024 Payment date: 2nd December 2024 Dividend yield will be 86%, which is higher than the industry average of 6.1%. Sustainability & Growth Dividend is well covered by both earnings (18% earnings payout ratio) and cash flows (21% cash payout ratio). 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 19% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jun 25Full year 2024 earnings released: EPS: JP¥245 (vs JP¥169 in FY 2023)Full year 2024 results: EPS: JP¥245 (up from JP¥169 in FY 2023). Revenue: JP¥1.26t (up 5.8% from FY 2023). Net income: JP¥105.9b (up 45% from FY 2023). Profit margin: 8.4% (up from 6.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 16% per year.
Reported Earnings • May 16Full year 2024 earnings released: EPS: JP¥245 (vs JP¥169 in FY 2023)Full year 2024 results: EPS: JP¥245 (up from JP¥169 in FY 2023). Revenue: JP¥1.26t (up 5.8% from FY 2023). Net income: JP¥105.9b (up 45% from FY 2023). Profit margin: 8.4% (up from 6.2% in FY 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 17% per year whereas the company’s share price has increased by 19% per year.
お知らせ • May 15+ 1 more updateNippon Sanso Holdings Corporation to Report Q1, 2025 Results on Jul 30, 2024Nippon Sanso Holdings Corporation announced that they will report Q1, 2025 results on Jul 30, 2024
Upcoming Dividend • Mar 21Upcoming dividend of JP¥20.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 18% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of German dividend payers (4.9%). Lower than average of industry peers (4.8%).
Valuation Update With 7 Day Price Move • Mar 08Investor sentiment improves as stock rises 16%After last week's 16% share price gain to €30.98, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 16x in the Chemicals industry in Germany. Total returns to shareholders of 107% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €33.78 per share.
Reported Earnings • Feb 04Third quarter 2024 earnings released: EPS: JP¥57.40 (vs JP¥39.85 in 3Q 2023)Third quarter 2024 results: EPS: JP¥57.40 (up from JP¥39.85 in 3Q 2023). Revenue: JP¥316.1b (up 5.6% from 3Q 2023). Net income: JP¥24.8b (up 44% from 3Q 2023). Profit margin: 7.9% (up from 5.8% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.1% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year whereas the company’s share price has increased by 14% per year.
お知らせ • Feb 02Nippon Sanso Holdings Corporation to Report Fiscal Year 2024 Results on May 13, 2024Nippon Sanso Holdings Corporation announced that they will report fiscal year 2024 results on May 13, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥55.42 (vs JP¥41.27 in 2Q 2023)Second quarter 2024 results: EPS: JP¥55.42 (up from JP¥41.27 in 2Q 2023). Revenue: JP¥303.7b (up 2.0% from 2Q 2023). Net income: JP¥24.0b (up 34% from 2Q 2023). Profit margin: 7.9% (up from 6.0% in 2Q 2023). Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals 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 increased by 23% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Nov 01Nippon Sanso Holdings Corporation Revises Consolidated Earnings Forecasts for the Full Term of Fiscal Year Ending March 31, 2024Nippon Sanso Holdings Corporation revised consolidated earnings forecasts for the full term of fiscal year ending March 31, 2024. The company now expected revenue of JPY 1,230,000 million against the previous guidance of JPY 1,160,000 million. Operating income of JPY 163,000 million against the previous guidance of JPY 127,500 million. Net income of JPY 100,500 million against the previous guidance of JPY 73,500 million. Net income attributable to owners of the parent of JPY 97,000 million against the previous guidance of JPY 70,500 million. Basic earnings per share of JPY 224.09 against the previous guidance of JPY 162.87.
お知らせ • Oct 31Nippon Sanso Holdings Corporation to Report Q3, 2024 Results on Feb 02, 2024Nippon Sanso Holdings Corporation announced that they will report Q3, 2024 results on Feb 02, 2024
Upcoming Dividend • Sep 21Upcoming dividend of JP¥20.00 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 01 December 2023. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (4.8%). Lower than average of industry peers (5.9%).
お知らせ • Aug 24+ 2 more updatesNippon Sanso Holdings Corporation Provides Dividend Guidance for the End of Second Quarter of Fiscal Year Ending March 31, 2024Nippon Sanso Holdings Corporation provided dividend guidance for the end of second quarter of fiscal year 2024. For the period, the company expects dividend to be JPY 20.00 per share compared to JPY 18.00 per share a year ago.
Buying Opportunity • Aug 03Now 21% undervaluedOver the last 90 days, the stock is up 25%. The fair value is estimated to be €26.58, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 15% over the last 3 years. Earnings per share has grown by 15%. For the next 3 years, revenue is forecast to grow by 1.6% per annum. Earnings is also forecast to grow by 5.0% per annum over the same time period.
Reported Earnings • Jul 30First quarter 2024 earnings released: EPS: JP¥56.73 (vs JP¥39.95 in 1Q 2023)First quarter 2024 results: EPS: JP¥56.73 (up from JP¥39.95 in 1Q 2023). Revenue: JP¥308.9b (up 12% from 1Q 2023). Net income: JP¥24.6b (up 42% from 1Q 2023). Profit margin: 8.0% (up from 6.3% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 2.3% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 15% per year whereas the company’s share price has increased by 17% per year.
Reported Earnings • Jun 25Full year 2023 earnings released: EPS: JP¥169 (vs JP¥148 in FY 2022)Full year 2023 results: EPS: JP¥169 (up from JP¥148 in FY 2022). Revenue: JP¥1.19t (up 24% from FY 2022). Net income: JP¥73.1b (up 14% from FY 2022). Profit margin: 6.2% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 1.7% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year whereas the company’s share price has increased by 11% per year.
Buying Opportunity • Jun 24Now 22% undervaluedOver the last 90 days, the stock is up 16%. The fair value is estimated to be €24.75, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 13% over the last 3 years. Earnings per share has grown by 13%. For the next 3 years, revenue is forecast to grow by 2.2% per annum. Earnings is also forecast to grow by 6.8% per annum over the same time period.
Reported Earnings • May 14Full year 2023 earnings released: EPS: JP¥169 (vs JP¥148 in FY 2022)Full year 2023 results: EPS: JP¥169 (up from JP¥148 in FY 2022). Revenue: JP¥1.19t (up 24% from FY 2022). Net income: JP¥73.1b (up 14% from FY 2022). Profit margin: 6.2% (down from 6.7% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • May 12+ 1 more updateNippon Sanso Holdings Corporation Proposes Dividend for the Fiscal Year Ended March 31, 2023, Payable on June 20, 2023Nippon Sanso Holdings Corporation announced that at its board meeting held on May 11, 2023 and resolved to pay a year-end dividend from retained earnings, with March 31, 2023 as the recording date. Dividend per share is JPY 20.00. Total amount of Dividends is JPY 8,658 million. Effective date is June 20, 2023. The company plans to pay fiscal year ended March 31, 2023 dividend following approval by the Annual Meeting of Shareholders scheduled for June 20, 2023.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥18.00 per share at 1.5% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 20 June 2023. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (4.7%). Lower than average of industry peers (5.7%).
Reported Earnings • Feb 03Third quarter 2023 earnings released: EPS: JP¥39.85 (vs JP¥36.61 in 3Q 2022)Third quarter 2023 results: EPS: JP¥39.85 (up from JP¥36.61 in 3Q 2022). Revenue: JP¥299.3b (up 23% from 3Q 2022). Net income: JP¥17.3b (up 8.9% from 3Q 2022). Profit margin: 5.8% (down from 6.5% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 1.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Feb 03+ 1 more updateNippon Sanso Holdings Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Nippon Sanso Holdings Corporation provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 18.00 per share.
Buying Opportunity • Dec 09Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 13%. The fair value is estimated to be €19.15, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.9% over the last 3 years. Earnings per share has grown by 11%. For the next 3 years, revenue is forecast to grow by 3.6% per annum. Earnings is also forecast to grow by 7.1% per annum over the same time period.
お知らせ • Nov 30Nippon Sanso Holdings Corporation to Report Q3, 2023 Results on Feb 02, 2023Nippon Sanso Holdings Corporation announced that they will report Q3, 2023 results on Feb 02, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥41.27 (vs JP¥42.12 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.27 (down from JP¥42.12 in 2Q 2022). Revenue: JP¥297.7b (up 30% from 2Q 2022). Net income: JP¥17.9b (down 2.0% from 2Q 2022). Profit margin: 6.0% (down from 8.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
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, 1 was an independent director. The company's board is composed of: 3 independent directors. 6 non-independent directors. Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2021. 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 03Second quarter 2023 earnings released: EPS: JP¥41.27 (vs JP¥42.12 in 2Q 2022)Second quarter 2023 results: EPS: JP¥41.27 (down from JP¥42.12 in 2Q 2022). Revenue: JP¥297.7b (up 30% from 2Q 2022). Net income: JP¥17.9b (down 2.0% from 2Q 2022). Profit margin: 6.0% (down from 8.0% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 1.7% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has fallen by 10% per year, which means it is significantly lagging earnings.
お知らせ • Nov 02Nippon Sanso Holdings Corporation Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Nippon Sanso Holdings Corporation provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects revenue of JPY 1,160,000 million, operating income of JPY 113,000 million, net income of JPY 70,500 million and basic earnings per share of JPY 157.11.
お知らせ • Nov 01+ 1 more updateNippon Sanso Holdings Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Nippon Sanso Holdings Corporation provided dividend guidance for the fiscal year ending March 31, 2023. For the year, the company expects to pay dividend of JPY 18.00 per share.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥18.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of German dividend payers (5.1%). Lower than average of industry peers (6.1%).
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥39.95 (vs JP¥37.12 in 1Q 2022)First quarter 2023 results: EPS: JP¥39.95 (up from JP¥37.12 in 1Q 2022). Revenue: JP¥276.0b (up 26% from 1Q 2022). Net income: JP¥17.3b (up 7.6% from 1Q 2022). Profit margin: 6.3% (down from 7.4% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 5.9%, compared to a 5.9% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 13% 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 • Jul 29Nippon Sanso Holdings Corporation Revises Earnings Guidance for the Fiscal Year Ending March 31, 2023Nippon Sanso Holdings Corporation revises earnings guidance for the fiscal year ending March 31, 2023. The company now expects Operating income of JPY 105,000 million, Net income attributable to owners of the parent of JPY 65,000 million or JPY 150.18 per basic share compared to previous forecast of operating income of JPY 107,500 million, Net income attributable to owners of the parent of JPY 67,000 million or JPY 154.82 per basic share. Revenue guidance of JPY 950,000 million remains unchanged.
Reported Earnings • Jun 23Full year 2022 earnings released: EPS: JP¥148 (vs JP¥128 in FY 2021)Full year 2022 results: EPS: JP¥148 (up from JP¥128 in FY 2021). Revenue: JP¥957.2b (up 17% from FY 2021). Net income: JP¥64.1b (up 16% from FY 2021). Profit margin: 6.7% (in line with FY 2021). Over the next year, revenue is forecast to grow 10%, compared to a 7.1% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has increased by 14% 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 • Jun 02+ 2 more updatesTaiyo Nippon Sanso Corporation Announces Year End Dividend for the Year 2022, Payable on June 20, 2022; Provides Dividend Guidance for the Second Quarter of Fiscal Year Ending March 31, 2023Taiyo Nippon Sanso Corporation announced a dividend of JPY 18.00 per share for Year End of 2022, payable on June 20, 2022 as compared to JPY 16.00 per share paid a year ago. Scheduled date to commence dividend payments is June 20, 2022.For second quarter of fiscal year ending March 31, 2023, company expects to pay a dividend of JPY 18.00 per share as compared to JPY 16.00 per share paid a year ago.
Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥148 (vs JP¥128 in FY 2021)Full year 2022 results: EPS: JP¥148 (up from JP¥128 in FY 2021). Revenue: JP¥957.2b (up 17% from FY 2021). Net income: JP¥64.1b (up 16% from FY 2021). Profit margin: 6.7% (in line with FY 2021). Over the next year, revenue is forecast to stay flat compared to a 6.4% growth forecast for the industry in Germany.
お知らせ • May 12+ 3 more updatesNippon Sanso Holdings Corporation Provides Dividend Guidance for the Fiscal Year Ending March 31, 2023Nippon Sanso Holdings Corporation provided dividend guidance of JPY 18.00 per share for the fiscal year ending March 31, 2023 against JPY 18.00 per share for the fiscal year ended March 31, 2022.
Board Change • Apr 29Less than half of directors are independentThere are 8 new directors who have joined the board in the last 3 years. Of these new board members, 1 was an independent director. The company's board is composed of: 8 new directors. 4 experienced directors. No highly experienced directors. 3 independent directors (6 non-independent directors). Independent Outside Director Mitsuhiro Katsumaru is the most experienced director on the board, commencing their role in 2015. Independent Outside Director Miri Hara was the last independent director to join the board, commencing their role in 2021. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity. Lack of experienced directors.
お知らせ • Apr 07+ 2 more updatesNippon Sanso Holdings Corporation to Report Q1, 2023 Results on Jul 29, 2022Nippon Sanso Holdings Corporation announced that they will report Q1, 2023 results on Jul 29, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 21 June 2022. Payout ratio is a comfortable 20% and this is well supported by cash flows. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.6%). Lower than average of industry peers (4.7%).
お知らせ • Feb 10+ 1 more updateNippon Sanso Holdings Corporation Provides Dividend Guidance for the Year Ending March 31, 2022Nippon Sanso Holdings Corporation expects to pay year end dividend of JPY 16.00 per share for the fiscal year 2022 compared to JPY 16.00 per share paid a year ago.
Reported Earnings • Feb 04Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥36.62 (down from JP¥37.71 in 3Q 2021). Revenue: JP¥244.2b (up 18% from 3Q 2021). Net income: JP¥15.8b (down 2.9% from 3Q 2021). Profit margin: 6.5% (down from 7.9% in 3Q 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 7.7%. Over the next year, revenue is forecast to grow 2.9%, compared to a 5.9% growth forecast for the industry in Germany.
お知らせ • Feb 03Nippon Sanso Holdings Corporation Provides Earnings Guidance for the Year Ending March 2022Nippon Sanso Holdings Corporation provided earnings guidance for the year ending March 2022. Revenue is expected to be JPY 932 billion, an increase of JPY 67 billion compared to the initial forecast provided in May, and an increase of JPY 113.8 billion, or 13.9%, compared to the previous fiscal year. Core operating income is expected to be JPY 101 billion, an increase of JPY 5 billion compared to the initial forecast, and an increase of JPY 13.8 billion, or 15.8%, compared to the previous fiscal year. As of now, the company plan to record a very small amount, a negligible amount of nonrecurring profit, which is less JPY 1.5 billion from the year before, and as a result, operating income will be JPY 101 billion, the same as core operating income, an increase of JPY 12.2 billion, or 13.7% YoY. Profit attributable to owners of the parent is JPY 67 billion, up JPY 8.8 billion from the initial forecast, and JPY 11.8 billion from the previous fiscal year.
Reported Earnings • Nov 02Second quarter 2022 earnings released: EPS JP¥42.12 (vs JP¥31.34 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥229.1b (up 14% from 2Q 2021). Net income: JP¥18.2b (up 34% from 2Q 2021). Profit margin: 8.0% (up from 6.8% in 2Q 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 1.1%. Lower than top quartile of German dividend payers (3.2%). Lower than average of industry peers (3.7%).
Valuation Update With 7 Day Price Move • Sep 07Investor sentiment improved over the past weekAfter last week's 17% share price gain to €23.00, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 14x in the Chemicals industry in Germany. Total returns to shareholders of 69% over the past year. Simply Wall St's valuation model estimates the intrinsic value at €30.64 per share.
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥37.12 (vs JP¥17.18 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥218.3b (up 18% from 1Q 2021). Net income: JP¥16.1b (up 116% from 1Q 2021). Profit margin: 7.4% (up from 4.0% in 1Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • Jun 26Full year 2021 earnings released: EPS JP¥128 (vs JP¥123 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥818.2b (down 3.8% from FY 2020). Net income: JP¥55.2b (up 3.5% from FY 2020). Profit margin: 6.7% (up from 6.3% in FY 2020). The increase in margin was driven by lower expenses.
Executive Departure • Jun 21Outside Member of Audit & Supervisory Board Naoya Fujimori has left the companyOn the 18th of June, Naoya Fujimori's tenure as Outside Member of Audit & Supervisory Board ended. We don't have any record of a personal shareholding under Naoya's name. A total of 2 executives have left over the last 12 months.
Executive Departure • Jun 21Outside Member of Audit & Supervisory Board Kazunari Higuchi has left the companyOn the 18th of June, Kazunari Higuchi's tenure as Outside Member of Audit & Supervisory Board ended. We don't have any record of a personal shareholding under Kazunari's name. A total of 2 executives have left over the last 12 months.
Reported Earnings • May 12Full year 2021 earnings released: EPS JP¥128 (vs JP¥123 in FY 2020)The company reported a decent full year result with improved earnings and profit margins, although revenues were weaker. Full year 2021 results: Revenue: JP¥818.2b (down 3.8% from FY 2020). Net income: JP¥55.2b (up 3.5% from FY 2020). Profit margin: 6.7% (up from 6.3% in FY 2020). The increase in margin was driven by lower expenses.
お知らせ • May 11Taiyo Nippon Sanso Corporation Provides Dividend for the Fiscal Year Ended March 31, 2021, Payable on June 21, 2021Taiyo Nippon Sanso Corporation provided dividend for the fiscal year at ¥16 per share against ¥14 per share a year ago. Payable on June 21, 2021.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 22 June 2021. Trailing yield: 1.4%. Lower than top quartile of German dividend payers (3.3%). Lower than average of industry peers (3.6%).
