View ValuationNippon Felt 将来の成長Future 基準チェック /06現在、 Nippon Feltの成長と収益を予測するのに十分なアナリストの調査がありません。主要情報n/a収益成長率n/aEPS成長率Luxury 収益成長11.9%収益成長率n/a将来の株主資本利益率n/aアナリストカバレッジNone最終更新日n/a今後の成長に関する最新情報更新なしすべての更新を表示Recent updatesReported Earnings • May 20Full year 2026 earnings released: EPS: JP¥31.77 (vs JP¥23.79 in FY 2025)Full year 2026 results: EPS: JP¥31.77 (up from JP¥23.79 in FY 2025). Revenue: JP¥9.40b (down 3.1% from FY 2025). Net income: JP¥560.0m (up 31% from FY 2025). Profit margin: 6.0% (up from 4.4% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.お知らせ • May 15Nippon Felt Co., Ltd., Annual General Meeting, Jun 26, 2026Nippon Felt Co., Ltd., Annual General Meeting, Jun 26, 2026.Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥868, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 134% over the past three years.New Risk • Mar 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$98.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 12x cash flows per share). Share price has been volatile over the past 3 months (8.3% average weekly change). Market cap is less than US$100m (JP¥15.7b market cap, or US$98.5m).Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,070, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 17x in the Luxury industry in Japan. Total returns to shareholders of 188% over the past three years.Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥9.66 (vs JP¥6.14 in 3Q 2025)Third quarter 2026 results: EPS: JP¥9.66 (up from JP¥6.14 in 3Q 2025). Revenue: JP¥2.33b (down 4.8% from 3Q 2025). Net income: JP¥171.0m (up 56% from 3Q 2025). Profit margin: 7.4% (up from 4.5% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.分析記事 • Dec 24Subdued Growth No Barrier To Nippon Felt Co., Ltd. (TSE:3512) With Shares Advancing 32%Nippon Felt Co., Ltd. ( TSE:3512 ) shareholders have had their patience rewarded with a 32% share price jump in the...New Risk • Dec 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% 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 Dividend is not well covered by cash flows (dividend per share is over 12x cash flows per share). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (JP¥14.7b market cap, or US$94.5m).Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improves as stock rises 31%After last week's 31% share price gain to JP¥823, the stock trades at a trailing P/E ratio of 32.7x. Average trailing P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 129% over the past three years.分析記事 • Dec 23The Returns On Capital At Nippon Felt (TSE:3512) Don't Inspire ConfidenceThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...お知らせ • Dec 05Nippon Felt Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Nippon Felt Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026分析記事 • Nov 21Nippon Felt's (TSE:3512) Problems Go Beyond Weak ProfitThe market rallied behind Nippon Felt Co., Ltd.'s ( TSE:3512 ) stock, leading do a rise in the share price after its...Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥6.93 (vs JP¥6.41 in 2Q 2025)Second quarter 2026 results: EPS: JP¥6.93 (up from JP¥6.41 in 2Q 2025). Revenue: JP¥2.43b (down 1.0% from 2Q 2025). Net income: JP¥123.0m (up 5.1% from 2Q 2025). Profit margin: 5.1% (up from 4.8% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.お知らせ • Oct 31Nippon Felt Co., Ltd. (TSE:3512) announces an Equity Buyback for 1,200,000 shares, representing 6.76% for ¥750 million.Nippon Felt Co., Ltd. (TSE:3512) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, representing 6.76% of its issued share capital (excluding treasury stock), for a total purchase price of ¥750 million. The purpose of the program is to implement capital policies that respond to changes in the business environment. The program is valid till May 29, 2026. As of October 31, 2025, the company has 17,753,548 issued shares (excluding treasury stock) and 588,541 treasury shares.Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is on the higher end at 81%, and the cash payout ratio is above 100%. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).お知らせ • Sep 02Nippon Felt Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Nippon Felt Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025Buy Or Sell Opportunity • Aug 05Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥542. The fair value is estimated to be JP¥447, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 17%.Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥9.48 (vs JP¥8.56 in 1Q 2025)First quarter 2026 results: EPS: JP¥9.48 (up from JP¥8.56 in 1Q 2025). Revenue: JP¥2.34b (down 3.4% from 1Q 2025). Net income: JP¥168.0m (up 7.7% from 1Q 2025). Profit margin: 7.2% (up from 6.4% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.分析記事 • Jul 30Estimating The Intrinsic Value Of Nippon Felt Co., Ltd. (TSE:3512)Key Insights Nippon Felt's estimated fair value is JP¥465 based on 2 Stage Free Cash Flow to Equity With JP¥523 share...お知らせ • Jun 29Nippon Felt Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Nippon Felt Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025分析記事 • May 22Nippon Felt's (TSE:3512) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Nippon Felt Co., Ltd. ( TSE:3512 ) last week didn't sink the stock price...Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥23.79 (vs JP¥26.36 in FY 2024)Full year 2025 results: EPS: JP¥23.79 (down from JP¥26.36 in FY 2024). Revenue: JP¥9.70b (down 3.8% from FY 2024). Net income: JP¥429.0m (down 12% from FY 2024). Profit margin: 4.4% (down from 4.8% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • May 15Nippon Felt Co., Ltd., Annual General Meeting, Jun 27, 2025Nippon Felt Co., Ltd., Annual General Meeting, Jun 27, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).お知らせ • Mar 06Nippon Felt Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Nippon Felt Co., Ltd. announced that they will report fiscal year 2025 results at 12:00 PM, Tokyo Standard Time on May 15, 2025Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥6.14 (vs JP¥8.83 in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.14 (down from JP¥8.83 in 3Q 2024). Revenue: JP¥2.44b (down 4.7% from 3Q 2024). Net income: JP¥110.0m (down 32% from 3Q 2024). Profit margin: 4.5% (down from 6.3% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥8.65b market cap, or US$54.8m).お知らせ • Dec 04Nippon Felt Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Nippon Felt Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥6.41 (vs JP¥5.21 in 2Q 2024)Second quarter 2025 results: EPS: JP¥6.41 (up from JP¥5.21 in 2Q 2024). Revenue: JP¥2.46b (down 4.5% from 2Q 2024). Net income: JP¥117.0m (up 21% from 2Q 2024). Profit margin: 4.8% (up from 3.8% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥8.80b market cap, or US$62.6m).お知らせ • Aug 27Nippon Felt Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024Nippon Felt Co., Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥8.56 (vs JP¥9.30 in 1Q 2024)First quarter 2025 results: EPS: JP¥8.56 (down from JP¥9.30 in 1Q 2024). Revenue: JP¥2.43b (up 2.0% from 1Q 2024). Net income: JP¥156.0m (down 11% from 1Q 2024). Profit margin: 6.4% (down from 7.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 02Nippon Felt Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024Nippon Felt Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024New Risk • May 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.8% Last year net profit margin: 7.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (217% cash payout ratio). Profit margins are more than 30% lower than last year (4.8% net profit margin). Market cap is less than US$100m (JP¥8.29b market cap, or US$53.1m).Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥26.36 (vs JP¥39.89 in FY 2023)Full year 2024 results: EPS: JP¥26.36 (down from JP¥39.89 in FY 2023). Revenue: JP¥10.1b (down 3.0% from FY 2023). Net income: JP¥487.0m (down 35% from FY 2023). Profit margin: 4.8% (down from 7.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • May 17Nippon Felt Co., Ltd., Annual General Meeting, Jun 27, 2024Nippon Felt Co., Ltd., Annual General Meeting, Jun 27, 2024.Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.7%).お知らせ • Mar 02Nippon Felt Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Nippon Felt Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥8.83 (vs JP¥12.33 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.83 (down from JP¥12.33 in 3Q 2023). Revenue: JP¥2.56b (down 1.3% from 3Q 2023). Net income: JP¥161.0m (down 31% from 3Q 2023). Profit margin: 6.3% (down from 8.9% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Nov 26Nippon Felt Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Nippon Felt Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥5.21 (vs JP¥9.57 in 2Q 2023)Second quarter 2024 results: EPS: JP¥5.21 (down from JP¥9.57 in 2Q 2023). Revenue: JP¥2.57b (down 3.6% from 2Q 2023). Net income: JP¥97.0m (down 46% from 2Q 2023). Profit margin: 3.8% (down from 6.7% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 21Upcoming dividend of JP¥6.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).お知らせ • Aug 29Nippon Felt Co., Ltd. (TSE:3512) announces an Equity Buyback for 646,500 shares, representing 3.43% for ¥271.53 million.Nippon Felt Co., Ltd. (TSE:3512) announces a share repurchase program. Under the program, the company will repurchase up to 646,500 shares, representing 3.43% of its issued share capital (excluding treasury stock), for a total purchase price of ¥271.53 million. The shares will be repurchased at a price of ¥420 per share. The purpose of the program is to carry out capital policy in response to changes in the business environment. As of August 28, 2023, the company has 18,875,580 issued shares (excluding treasury stock) and 966,509 treasury shares.お知らせ • Aug 27Nippon Felt Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023Nippon Felt Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥9.30 (vs JP¥10.92 in 1Q 2023)First quarter 2024 results: EPS: JP¥9.30 (down from JP¥10.92 in 1Q 2023). Revenue: JP¥2.38b (down 4.4% from 1Q 2023). Net income: JP¥175.0m (down 15% from 1Q 2023). Profit margin: 7.4% (down from 8.2% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.お知らせ • May 28Nippon Felt Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023Nippon Felt Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023Reported Earnings • May 21Full year 2023 earnings released: EPS: JP¥39.89 (vs JP¥26.37 in FY 2022)Full year 2023 results: EPS: JP¥39.89 (up from JP¥26.37 in FY 2022). Revenue: JP¥10.4b (up 5.7% from FY 2022). Net income: JP¥750.0m (up 50% from FY 2022). Profit margin: 7.2% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥12.33 (vs JP¥8.69 in 3Q 2022)Third quarter 2023 results: EPS: JP¥12.33 (up from JP¥8.69 in 3Q 2022). Revenue: JP¥2.60b (up 7.6% from 3Q 2022). Net income: JP¥232.0m (up 42% from 3Q 2022). Profit margin: 8.9% (up from 6.8% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% 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 • Nov 27Nippon Felt Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Nippon Felt Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: JP¥9.57 (vs JP¥7.80 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.57 (up from JP¥7.80 in 2Q 2022). Revenue: JP¥2.67b (up 8.4% from 2Q 2022). Net income: JP¥180.0m (up 22% from 2Q 2022). Profit margin: 6.7% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (7 non-independent directors). President, Executive President and Representative Director Seiichi Shibahara was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥9.57 (vs JP¥7.80 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.57 (up from JP¥7.80 in 2Q 2022). Revenue: JP¥2.67b (up 8.4% from 2Q 2022). Net income: JP¥180.0m (up 22% from 2Q 2022). Profit margin: 6.7% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.0%).お知らせ • Aug 28Nippon Felt Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022Nippon Felt Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥10.92 (vs JP¥4.04 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.92 (up from JP¥4.04 in 1Q 2022). Revenue: JP¥2.49b (flat on 1Q 2022). Net income: JP¥205.0m (up 166% from 1Q 2022). Profit margin: 8.2% (up from 3.1% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 10% 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 • Jun 01Nippon Felt Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022Nippon Felt Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥26.37 (vs JP¥17.28 in FY 2021)Full year 2022 results: EPS: JP¥26.37 (up from JP¥17.28 in FY 2021). Revenue: JP¥9.84b (down 1.7% from FY 2021). Net income: JP¥499.0m (up 52% from FY 2021). Profit margin: 5.1% (up from 3.3% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 2% per year.お知らせ • May 15Nippon Felt Co., Ltd., Annual General Meeting, Jun 29, 2022Nippon Felt Co., Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. No independent directors (6 non-independent directors). President, Executive President and Representative Director Seiichi Shibahara was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Nippon Felt Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Nippon Felt Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥435, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 13x in the Luxury industry in Japan. Total returns to shareholders of 2.0% over the past three years.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥8.69 (up from JP¥1.37 loss in 3Q 2021). Revenue: JP¥2.41b (down 3.0% from 3Q 2021). Net income: JP¥164.0m (up JP¥190.0m from 3Q 2021). Profit margin: 6.8% (up from net loss in 3Q 2021). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥7.80 (vs JP¥1.21 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.46b (up 2.5% from 2Q 2021). Net income: JP¥148.0m (up JP¥125.0m from 2Q 2021). Profit margin: 6.0% (up from 1.0% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.6%).Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥3.47 (vs JP¥7.26 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.44b (down 4.3% from 1Q 2021). Net income: JP¥66.0m (down 52% from 1Q 2021). Profit margin: 2.7% (down from 5.4% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.お知らせ • Jun 01Nippon Felt Co., Ltd. (TSE:3512) announces an Equity Buyback for 300,000 shares, representing 1.57% for ¥200 million.Nippon Felt Co., Ltd. (TSE:3512) announces a share repurchase program. Under the program, the company will repurchase 300,000 shares, representing 1.57% of the outstanding shares for ¥200 million. The purpose of the program is to improve capital efficiency and shareholder returns. The program will run until February 28, 2022. As of May 31, 2021, the company had 19,842,089 shares outstanding and 788,951 shares in treasury.Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥17.28 (vs JP¥21.82 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥10.0b (down 7.7% from FY 2020). Net income: JP¥329.0m (down 21% from FY 2020). Profit margin: 3.3% (down from 3.9% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.8%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.9%).Is New 90 Day High Low • Mar 08New 90-day high: JP¥457The company is up 1.0% from its price of JP¥454 on 08 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 6.0% over the same period.お知らせ • Mar 04Nippon Felt Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Nippon Felt Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021Reported Earnings • Feb 02Third quarter 2021 earnings released: JP¥1.36 loss per share (vs JP¥7.27 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥2.49b (down 7.7% from 3Q 2020). Net loss: JP¥26.0m (down 119% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Is New 90 Day High Low • Dec 23New 90-day low: JP¥447The company is down 9.0% from its price of JP¥493 on 24 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 1.0% over the same period.Is New 90 Day High Low • Dec 01New 90-day low: JP¥453The company is down 3.0% from its price of JP¥468 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 4.0% over the same period.お知らせ • Sep 03Nippon Felt Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020Nippon Felt Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020お知らせ • Jul 05Nippon Felt Co., Ltd. to Report Q1, 2021 Results on Jul 31, 2020Nippon Felt Co., Ltd. announced that they will report Q1, 2021 results on Jul 31, 2020 このセクションでは通常、投資家が会社の利益創出能力を理解する一助となるよう、プロのアナリストのコンセンサス予想に基づく収益と利益の成長予測を提示する。しかし、Nippon Felt は十分な過去のデータを提供しておらず、アナリストの予測もないため、過去のデータを外挿したり、アナリストの予測を使用しても、その将来の収益を確実に算出することはできません。 シンプリー・ウォール・ストリートがカバーする企業の97%は過去の財務データを持っているため、これはかなり稀な状況です。 業績と収益の成長予測TSE:3512 - アナリストの将来予測と過去の財務データ ( )JPY Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数3/31/20269,398560-136692N/A12/31/20259,476508N/AN/AN/A9/30/20259,59244728813N/A6/30/20259,617441N/AN/AN/A3/31/20259,6994291871,063N/A12/31/20249,894437N/AN/AN/A9/30/202410,0154884821,311N/A6/30/202410,130468N/AN/AN/A3/31/202410,082487109611N/A12/31/202310,160566N/AN/AN/A9/30/202310,193637210652N/A6/30/202310,290720N/AN/AN/A3/31/202310,3997505001,062N/A12/31/202210,251727N/AN/AN/A9/30/202210,0676596431,098N/A6/30/20229,860627N/AN/AN/A3/31/20229,8394991,0081,281N/A12/31/20219,903583N/AN/AN/A9/30/20219,9783936751,007N/A6/30/20219,919268N/AN/AN/A3/31/202110,0053296311,054N/A12/31/202010,155193N/AN/AN/A9/30/202010,3633586811,419N/A6/30/202010,724433N/AN/AN/A3/31/202010,8414189892,060N/A12/31/201910,897395N/AN/AN/A9/30/201911,104422N/A1,742N/A6/30/201911,133447N/AN/AN/A3/31/201911,208503N/A800N/A12/31/201811,370608N/AN/AN/A9/30/201811,270635N/A1,060N/A6/30/201811,296607N/AN/AN/A3/31/201811,368582N/A1,062N/A12/31/201711,275529N/AN/AN/A9/30/201711,206554N/A1,126N/A6/30/201711,164546N/AN/AN/A3/31/201711,080504N/A1,038N/A12/31/201611,139476N/AN/AN/A9/30/201611,236439N/A908N/A6/30/201611,367477N/AN/AN/A3/31/201611,589563N/A1,366N/A12/31/201511,521475N/AN/AN/A9/30/201511,618485N/A740N/A6/30/201511,618541N/AN/AN/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: 3512の予測収益成長が 貯蓄率 ( 0.8% ) を上回っているかどうかを判断するにはデータが不十分です。収益対市場: 3512の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です高成長収益: 3512の収益が今後 3 年間で 大幅に 増加すると予想されるかどうかを判断するにはデータが不十分です。収益対市場: 3512の収益がJP市場よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。高い収益成長: 3512の収益が年間20%よりも速く成長すると予測されるかどうかを判断するにはデータが不十分です。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 3512の 自己資本利益率 が 3 年後に高くなると予測されるかどうかを判断するにはデータが不十分です成長企業の発掘7D1Y7D1Y7D1YConsumer-durables 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 16:13終値2026/05/22 00:00収益2026/03/31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本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nippon Felt Co., Ltd. 0 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。0
Reported Earnings • May 20Full year 2026 earnings released: EPS: JP¥31.77 (vs JP¥23.79 in FY 2025)Full year 2026 results: EPS: JP¥31.77 (up from JP¥23.79 in FY 2025). Revenue: JP¥9.40b (down 3.1% from FY 2025). Net income: JP¥560.0m (up 31% from FY 2025). Profit margin: 6.0% (up from 4.4% in FY 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 25% per year, which means it is well ahead of earnings.
お知らせ • May 15Nippon Felt Co., Ltd., Annual General Meeting, Jun 26, 2026Nippon Felt Co., Ltd., Annual General Meeting, Jun 26, 2026.
Valuation Update With 7 Day Price Move • Mar 31Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to JP¥868, the stock trades at a trailing P/E ratio of 30.3x. Average trailing P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 134% over the past three years.
New Risk • Mar 30New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: JP¥15.7b (US$98.5m) This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (dividend per share is over 12x cash flows per share). Share price has been volatile over the past 3 months (8.3% average weekly change). Market cap is less than US$100m (JP¥15.7b market cap, or US$98.5m).
Upcoming Dividend • Mar 23Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 35% but the company is paying out more than the cash it is generating. Trailing yield: 2.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
Valuation Update With 7 Day Price Move • Mar 11Investor sentiment improves as stock rises 18%After last week's 18% share price gain to JP¥1,070, the stock trades at a trailing P/E ratio of 37.4x. Average trailing P/E is 17x in the Luxury industry in Japan. Total returns to shareholders of 188% over the past three years.
Reported Earnings • Jan 31Third quarter 2026 earnings released: EPS: JP¥9.66 (vs JP¥6.14 in 3Q 2025)Third quarter 2026 results: EPS: JP¥9.66 (up from JP¥6.14 in 3Q 2025). Revenue: JP¥2.33b (down 4.8% from 3Q 2025). Net income: JP¥171.0m (up 56% from 3Q 2025). Profit margin: 7.4% (up from 4.5% in 3Q 2025). Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 29% per year, which means it is well ahead of earnings.
分析記事 • Dec 24Subdued Growth No Barrier To Nippon Felt Co., Ltd. (TSE:3512) With Shares Advancing 32%Nippon Felt Co., Ltd. ( TSE:3512 ) shareholders have had their patience rewarded with a 32% share price jump in the...
New Risk • Dec 24New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 7.0% 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 Dividend is not well covered by cash flows (dividend per share is over 12x cash flows per share). Share price has been volatile over the past 3 months (7.0% average weekly change). Market cap is less than US$100m (JP¥14.7b market cap, or US$94.5m).
Valuation Update With 7 Day Price Move • Dec 24Investor sentiment improves as stock rises 31%After last week's 31% share price gain to JP¥823, the stock trades at a trailing P/E ratio of 32.7x. Average trailing P/E is 15x in the Luxury industry in Japan. Total returns to shareholders of 129% over the past three years.
分析記事 • Dec 23The Returns On Capital At Nippon Felt (TSE:3512) Don't Inspire ConfidenceThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
お知らせ • Dec 05Nippon Felt Co., Ltd. to Report Q3, 2026 Results on Jan 30, 2026Nippon Felt Co., Ltd. announced that they will report Q3, 2026 results on Jan 30, 2026
分析記事 • Nov 21Nippon Felt's (TSE:3512) Problems Go Beyond Weak ProfitThe market rallied behind Nippon Felt Co., Ltd.'s ( TSE:3512 ) stock, leading do a rise in the share price after its...
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥6.93 (vs JP¥6.41 in 2Q 2025)Second quarter 2026 results: EPS: JP¥6.93 (up from JP¥6.41 in 2Q 2025). Revenue: JP¥2.43b (down 1.0% from 2Q 2025). Net income: JP¥123.0m (up 5.1% from 2Q 2025). Profit margin: 5.1% (up from 4.8% in 2Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 15% per year, which means it is well ahead of earnings.
お知らせ • Oct 31Nippon Felt Co., Ltd. (TSE:3512) announces an Equity Buyback for 1,200,000 shares, representing 6.76% for ¥750 million.Nippon Felt Co., Ltd. (TSE:3512) announces a share repurchase program. Under the program, the company will repurchase up to 1,200,000 shares, representing 6.76% of its issued share capital (excluding treasury stock), for a total purchase price of ¥750 million. The purpose of the program is to implement capital policies that respond to changes in the business environment. The program is valid till May 29, 2026. As of October 31, 2025, the company has 17,753,548 issued shares (excluding treasury stock) and 588,541 treasury shares.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 01 December 2025. Payout ratio is on the higher end at 81%, and the cash payout ratio is above 100%. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.7%).
お知らせ • Sep 02Nippon Felt Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Nippon Felt Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
Buy Or Sell Opportunity • Aug 05Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 18% to JP¥542. The fair value is estimated to be JP¥447, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has declined by 17%.
Reported Earnings • Aug 02First quarter 2026 earnings released: EPS: JP¥9.48 (vs JP¥8.56 in 1Q 2025)First quarter 2026 results: EPS: JP¥9.48 (up from JP¥8.56 in 1Q 2025). Revenue: JP¥2.34b (down 3.4% from 1Q 2025). Net income: JP¥168.0m (up 7.7% from 1Q 2025). Profit margin: 7.2% (up from 6.4% in 1Q 2025). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 17% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
分析記事 • Jul 30Estimating The Intrinsic Value Of Nippon Felt Co., Ltd. (TSE:3512)Key Insights Nippon Felt's estimated fair value is JP¥465 based on 2 Stage Free Cash Flow to Equity With JP¥523 share...
お知らせ • Jun 29Nippon Felt Co., Ltd. to Report Q1, 2026 Results on Jul 31, 2025Nippon Felt Co., Ltd. announced that they will report Q1, 2026 results on Jul 31, 2025
分析記事 • May 22Nippon Felt's (TSE:3512) Anemic Earnings Might Be Worse Than You ThinkA lackluster earnings announcement from Nippon Felt Co., Ltd. ( TSE:3512 ) last week didn't sink the stock price...
Reported Earnings • May 21Full year 2025 earnings released: EPS: JP¥23.79 (vs JP¥26.36 in FY 2024)Full year 2025 results: EPS: JP¥23.79 (down from JP¥26.36 in FY 2024). Revenue: JP¥9.70b (down 3.8% from FY 2024). Net income: JP¥429.0m (down 12% from FY 2024). Profit margin: 4.4% (down from 4.8% in FY 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 12% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • May 15Nippon Felt Co., Ltd., Annual General Meeting, Jun 27, 2025Nippon Felt Co., Ltd., Annual General Meeting, Jun 27, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is on the higher end at 83%, however this is supported by cash flows. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (1.8%).
お知らせ • Mar 06Nippon Felt Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Nippon Felt Co., Ltd. announced that they will report fiscal year 2025 results at 12:00 PM, Tokyo Standard Time on May 15, 2025
Reported Earnings • Feb 01Third quarter 2025 earnings released: EPS: JP¥6.14 (vs JP¥8.83 in 3Q 2024)Third quarter 2025 results: EPS: JP¥6.14 (down from JP¥8.83 in 3Q 2024). Revenue: JP¥2.44b (down 4.7% from 3Q 2024). Net income: JP¥110.0m (down 32% from 3Q 2024). Profit margin: 4.5% (down from 6.3% in 3Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 8% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
New Risk • Jan 12New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥8.65b market cap, or US$54.8m).
お知らせ • Dec 04Nippon Felt Co., Ltd. to Report Q3, 2025 Results on Jan 31, 2025Nippon Felt Co., Ltd. announced that they will report Q3, 2025 results on Jan 31, 2025
Reported Earnings • Nov 02Second quarter 2025 earnings released: EPS: JP¥6.41 (vs JP¥5.21 in 2Q 2024)Second quarter 2025 results: EPS: JP¥6.41 (up from JP¥5.21 in 2Q 2024). Revenue: JP¥2.46b (down 4.5% from 2Q 2024). Net income: JP¥117.0m (up 21% from 2Q 2024). Profit margin: 4.8% (up from 3.8% in 2Q 2024). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has increased by 2% per year.
Upcoming Dividend • Sep 20Upcoming dividend of JP¥10.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 02 December 2024. Payout ratio is a comfortable 63% but the company is paying out more than the cash it is generating. Trailing yield: 4.1%. Within top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (1.7%).
New Risk • Sep 17New major risk - Financial data availabilityThe company has not reported any financial data. This is considered a major risk. With no or incomplete audited reported financial data, it is virtually impossible to assess the company's investment potential. Currently, the following risks have been identified for the company: Major Risk No financial data reported. Minor Risk Market cap is less than US$100m (JP¥8.80b market cap, or US$62.6m).
お知らせ • Aug 27Nippon Felt Co., Ltd. to Report Q2, 2025 Results on Oct 31, 2024Nippon Felt Co., Ltd. announced that they will report Q2, 2025 results on Oct 31, 2024
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥8.56 (vs JP¥9.30 in 1Q 2024)First quarter 2025 results: EPS: JP¥8.56 (down from JP¥9.30 in 1Q 2024). Revenue: JP¥2.43b (up 2.0% from 1Q 2024). Net income: JP¥156.0m (down 11% from 1Q 2024). Profit margin: 6.4% (down from 7.4% in 1Q 2024). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 02Nippon Felt Co., Ltd. to Report Q1, 2025 Results on Jul 31, 2024Nippon Felt Co., Ltd. announced that they will report Q1, 2025 results on Jul 31, 2024
New Risk • May 21New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.8% Last year net profit margin: 7.2% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Dividend is not well covered by cash flows (217% cash payout ratio). Profit margins are more than 30% lower than last year (4.8% net profit margin). Market cap is less than US$100m (JP¥8.29b market cap, or US$53.1m).
Reported Earnings • May 21Full year 2024 earnings released: EPS: JP¥26.36 (vs JP¥39.89 in FY 2023)Full year 2024 results: EPS: JP¥26.36 (down from JP¥39.89 in FY 2023). Revenue: JP¥10.1b (down 3.0% from FY 2023). Net income: JP¥487.0m (down 35% from FY 2023). Profit margin: 4.8% (down from 7.2% in FY 2023). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • May 17Nippon Felt Co., Ltd., Annual General Meeting, Jun 27, 2024Nippon Felt Co., Ltd., Annual General Meeting, Jun 27, 2024.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (1.7%).
お知らせ • Mar 02Nippon Felt Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Nippon Felt Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥8.83 (vs JP¥12.33 in 3Q 2023)Third quarter 2024 results: EPS: JP¥8.83 (down from JP¥12.33 in 3Q 2023). Revenue: JP¥2.56b (down 1.3% from 3Q 2023). Net income: JP¥161.0m (down 31% from 3Q 2023). Profit margin: 6.3% (down from 8.9% in 3Q 2023). The decrease in margin was primarily driven by higher expenses. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Nov 26Nippon Felt Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Nippon Felt Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥5.21 (vs JP¥9.57 in 2Q 2023)Second quarter 2024 results: EPS: JP¥5.21 (down from JP¥9.57 in 2Q 2023). Revenue: JP¥2.57b (down 3.6% from 2Q 2023). Net income: JP¥97.0m (down 46% from 2Q 2023). Profit margin: 3.8% (down from 6.7% in 2Q 2023). Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥6.00 per share at 3.0% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 30 November 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.0%. Lower than top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (1.8%).
お知らせ • Aug 29Nippon Felt Co., Ltd. (TSE:3512) announces an Equity Buyback for 646,500 shares, representing 3.43% for ¥271.53 million.Nippon Felt Co., Ltd. (TSE:3512) announces a share repurchase program. Under the program, the company will repurchase up to 646,500 shares, representing 3.43% of its issued share capital (excluding treasury stock), for a total purchase price of ¥271.53 million. The shares will be repurchased at a price of ¥420 per share. The purpose of the program is to carry out capital policy in response to changes in the business environment. As of August 28, 2023, the company has 18,875,580 issued shares (excluding treasury stock) and 966,509 treasury shares.
お知らせ • Aug 27Nippon Felt Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023Nippon Felt Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Aug 01First quarter 2024 earnings released: EPS: JP¥9.30 (vs JP¥10.92 in 1Q 2023)First quarter 2024 results: EPS: JP¥9.30 (down from JP¥10.92 in 1Q 2023). Revenue: JP¥2.38b (down 4.4% from 1Q 2023). Net income: JP¥175.0m (down 15% from 1Q 2023). Profit margin: 7.4% (down from 8.2% in 1Q 2023). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
お知らせ • May 28Nippon Felt Co., Ltd. to Report Q1, 2024 Results on Jul 31, 2023Nippon Felt Co., Ltd. announced that they will report Q1, 2024 results on Jul 31, 2023
Reported Earnings • May 21Full year 2023 earnings released: EPS: JP¥39.89 (vs JP¥26.37 in FY 2022)Full year 2023 results: EPS: JP¥39.89 (up from JP¥26.37 in FY 2022). Revenue: JP¥10.4b (up 5.7% from FY 2022). Net income: JP¥750.0m (up 50% from FY 2022). Profit margin: 7.2% (up from 5.1% in FY 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has fallen by 4% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per share at 3.1% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 34% and this is well supported by cash flows. Trailing yield: 3.1%. Lower than top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (1.9%).
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥12.33 (vs JP¥8.69 in 3Q 2022)Third quarter 2023 results: EPS: JP¥12.33 (up from JP¥8.69 in 3Q 2022). Revenue: JP¥2.60b (up 7.6% from 3Q 2022). Net income: JP¥232.0m (up 42% from 3Q 2022). Profit margin: 8.9% (up from 6.8% in 3Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 26% 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 • Nov 27Nippon Felt Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Nippon Felt Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Reported Earnings • Nov 19Second quarter 2023 earnings released: EPS: JP¥9.57 (vs JP¥7.80 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.57 (up from JP¥7.80 in 2Q 2022). Revenue: JP¥2.67b (up 8.4% from 2Q 2022). Net income: JP¥180.0m (up 22% from 2Q 2022). Profit margin: 6.7% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Board Change • Nov 16No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 6 highly experienced directors. No independent directors (7 non-independent directors). President, Executive President and Representative Director Seiichi Shibahara was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥9.57 (vs JP¥7.80 in 2Q 2022)Second quarter 2023 results: EPS: JP¥9.57 (up from JP¥7.80 in 2Q 2022). Revenue: JP¥2.67b (up 8.4% from 2Q 2022). Net income: JP¥180.0m (up 22% from 2Q 2022). Profit margin: 6.7% (up from 6.0% in 2Q 2022). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has fallen by 7% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 30 November 2022. Payout ratio is a comfortable 39% and this is well supported by cash flows. Trailing yield: 3.2%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.0%).
お知らせ • Aug 28Nippon Felt Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022Nippon Felt Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022
Reported Earnings • Jul 31First quarter 2023 earnings released: EPS: JP¥10.92 (vs JP¥4.04 in 1Q 2022)First quarter 2023 results: EPS: JP¥10.92 (up from JP¥4.04 in 1Q 2022). Revenue: JP¥2.49b (flat on 1Q 2022). Net income: JP¥205.0m (up 166% from 1Q 2022). Profit margin: 8.2% (up from 3.1% in 1Q 2022). Over the last 3 years on average, earnings per share has increased by 10% 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 • Jun 01Nippon Felt Co., Ltd. to Report Q1, 2023 Results on Jul 29, 2022Nippon Felt Co., Ltd. announced that they will report Q1, 2023 results on Jul 29, 2022
Reported Earnings • May 16Full year 2022 earnings released: EPS: JP¥26.37 (vs JP¥17.28 in FY 2021)Full year 2022 results: EPS: JP¥26.37 (up from JP¥17.28 in FY 2021). Revenue: JP¥9.84b (down 1.7% from FY 2021). Net income: JP¥499.0m (up 52% from FY 2021). Profit margin: 5.1% (up from 3.3% in FY 2021). The increase in margin was driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 1% per year whereas the company’s share price has fallen by 2% per year.
お知らせ • May 15Nippon Felt Co., Ltd., Annual General Meeting, Jun 29, 2022Nippon Felt Co., Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 5 experienced directors. 5 highly experienced directors. No independent directors (6 non-independent directors). President, Executive President and Representative Director Seiichi Shibahara was the last director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Nippon Felt Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Nippon Felt Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to JP¥435, the stock trades at a trailing P/E ratio of 14.1x. Average trailing P/E is 13x in the Luxury industry in Japan. Total returns to shareholders of 2.0% over the past three years.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 42% and this is well supported by cash flows. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.4%). Higher than average of industry peers (2.0%).
Reported Earnings • Feb 02Third quarter 2022 earnings: Revenues and EPS in line with analyst expectationsThird quarter 2022 results: EPS: JP¥8.69 (up from JP¥1.37 loss in 3Q 2021). Revenue: JP¥2.41b (down 3.0% from 3Q 2021). Net income: JP¥164.0m (up JP¥190.0m from 3Q 2021). Profit margin: 6.8% (up from net loss in 3Q 2021). The move to profitability was driven by lower expenses. Revenue was in line with analyst estimates. Over the last 3 years on average, earnings per share has fallen by 11% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥7.80 (vs JP¥1.21 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥2.46b (up 2.5% from 2Q 2021). Net income: JP¥148.0m (up JP¥125.0m from 2Q 2021). Profit margin: 6.0% (up from 1.0% in 2Q 2021). The increase in margin was primarily driven by lower expenses. Over the last 3 years on average, earnings per share has fallen by 24% per year but the company’s share price has only fallen by 1% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥6.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 30 November 2021. Trailing yield: 2.8%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (1.6%).
Reported Earnings • Aug 05First quarter 2022 earnings released: EPS JP¥3.47 (vs JP¥7.26 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥2.44b (down 4.3% from 1Q 2021). Net income: JP¥66.0m (down 52% from 1Q 2021). Profit margin: 2.7% (down from 5.4% in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 29% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
お知らせ • Jun 01Nippon Felt Co., Ltd. (TSE:3512) announces an Equity Buyback for 300,000 shares, representing 1.57% for ¥200 million.Nippon Felt Co., Ltd. (TSE:3512) announces a share repurchase program. Under the program, the company will repurchase 300,000 shares, representing 1.57% of the outstanding shares for ¥200 million. The purpose of the program is to improve capital efficiency and shareholder returns. The program will run until February 28, 2022. As of May 31, 2021, the company had 19,842,089 shares outstanding and 788,951 shares in treasury.
Reported Earnings • May 18Full year 2021 earnings released: EPS JP¥17.28 (vs JP¥21.82 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥10.0b (down 7.7% from FY 2020). Net income: JP¥329.0m (down 21% from FY 2020). Profit margin: 3.3% (down from 3.9% in FY 2020). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥7.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 29 June 2021. Trailing yield: 2.8%. Within top quartile of Japanese dividend payers (2.7%). Higher than average of industry peers (1.9%).
Is New 90 Day High Low • Mar 08New 90-day high: JP¥457The company is up 1.0% from its price of JP¥454 on 08 December 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 6.0% over the same period.
お知らせ • Mar 04Nippon Felt Co., Ltd. to Report Fiscal Year 2021 Results on May 14, 2021Nippon Felt Co., Ltd. announced that they will report fiscal year 2021 results on May 14, 2021
Reported Earnings • Feb 02Third quarter 2021 earnings released: JP¥1.36 loss per share (vs JP¥7.27 profit in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and control over costs. Third quarter 2021 results: Revenue: JP¥2.49b (down 7.7% from 3Q 2020). Net loss: JP¥26.0m (down 119% from profit in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Is New 90 Day High Low • Dec 23New 90-day low: JP¥447The company is down 9.0% from its price of JP¥493 on 24 September 2020. The Japanese market is up 7.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 1.0% over the same period.
Is New 90 Day High Low • Dec 01New 90-day low: JP¥453The company is down 3.0% from its price of JP¥468 on 02 September 2020. The Japanese market is up 8.0% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Luxury industry, which is up 4.0% over the same period.
お知らせ • Sep 03Nippon Felt Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020Nippon Felt Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020
お知らせ • Jul 05Nippon Felt Co., Ltd. to Report Q1, 2021 Results on Jul 31, 2020Nippon Felt Co., Ltd. announced that they will report Q1, 2021 results on Jul 31, 2020