View ValuationNippon Soda 将来の成長Future 基準チェック /06Nippon Sodaの収益は年間7.5%で減少すると予測されていますが、年間収益は年間2.8%で増加すると予測されています。EPS は年間 減少すると予測されています。自己資本利益率は 3 年後に7.8% 6.4%なると予測されています。主要情報-7.5%収益成長率-6.37%EPS成長率Chemicals 収益成長14.1%収益成長率2.8%将来の株主資本利益率7.80%アナリストカバレッジLow最終更新日12 May 2026今後の成長に関する最新情報分析記事 • Feb 14Nippon Soda Co., Ltd. (TSE:4041) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Nippon Soda Co., Ltd. ( TSE:4041 ) had a good week, as its shares rose 6.1% to close at JP¥4,065 following...Major Estimate Revision • Feb 13Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥152.1b to JP¥153.8b. EPS estimate increased from JP¥269 to JP¥320 per share. Net income forecast to grow 2.6% next year vs 8.3% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥3,450 to JP¥3,650. Share price rose 5.7% to JP¥4,050 over the past week.Price Target Changed • Feb 17Price target increased by 18% to JP¥3,100Up from JP¥2,625, the current price target is an average from 2 analysts. New target price is 8.8% above last closing price of JP¥2,850. Stock is down 4.4% over the past year. The company is forecast to post earnings per share of JP¥262 for next year compared to JP¥299 last year.Price Target Changed • Jun 13Price target decreased by 8.5% to JP¥5,350Down from JP¥5,850, the current price target is an average from 2 analysts. New target price is 6.4% above last closing price of JP¥5,030. Stock is down 1.4% over the past year. The company is forecast to post earnings per share of JP¥473 for next year compared to JP¥597 last year.Major Estimate Revision • May 23Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥167.8b to JP¥157.7b. EPS estimate also fell from JP¥565 per share to JP¥495 per share. Net income forecast to shrink 20% next year vs 11% growth forecast for Chemicals industry in Japan . Consensus price target of JP¥5,850 unchanged from last update. Share price fell 2.5% to JP¥5,160 over the past week.Price Target Changed • Feb 26Price target increased by 14% to JP¥5,950Up from JP¥5,200, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥6,040. Stock is up 28% over the past year. The company is forecast to post earnings per share of JP¥597 for next year compared to JP¥599 last year.すべての更新を表示Recent updates分析記事 • 14hNippon Soda's (TSE:4041) Solid Earnings May Rest On Weak FoundationsThe stock price didn't jump after Nippon Soda Co., Ltd. ( TSE:4041 ) posted decent earnings last week. We think that...Reported Earnings • May 17Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥337 (up from JP¥273 in FY 2025). Revenue: JP¥152.1b (down 2.0% from FY 2025). Net income: JP¥18.3b (up 22% from FY 2025). Profit margin: 12% (up from 9.7% in FY 2025). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • May 14Nippon Soda Co., Ltd., Annual General Meeting, Jun 26, 2026Nippon Soda Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 09Nippon Soda Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Nippon Soda Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).分析記事 • Feb 14Nippon Soda Co., Ltd. (TSE:4041) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Nippon Soda Co., Ltd. ( TSE:4041 ) had a good week, as its shares rose 6.1% to close at JP¥4,065 following...Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥104 (vs JP¥78.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥104 (up from JP¥78.66 in 3Q 2025). Revenue: JP¥39.2b (down 11% from 3Q 2025). Net income: JP¥5.64b (up 30% from 3Q 2025). Profit margin: 14% (up from 9.8% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.Major Estimate Revision • Feb 13Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥152.1b to JP¥153.8b. EPS estimate increased from JP¥269 to JP¥320 per share. Net income forecast to grow 2.6% next year vs 8.3% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥3,450 to JP¥3,650. Share price rose 5.7% to JP¥4,050 over the past week.Declared Dividend • Dec 05First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but not covered by cash flows (186% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 29Nippon Soda Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Nippon Soda Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥65.68 (vs JP¥36.48 in 2Q 2025)Second quarter 2026 results: EPS: JP¥65.68 (up from JP¥36.48 in 2Q 2025). Revenue: JP¥34.4b (down 1.3% from 2Q 2025). Net income: JP¥3.58b (up 78% from 2Q 2025). Profit margin: 10% (up from 5.8% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.分析記事 • Nov 12Nippon Soda (TSE:4041) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...分析記事 • Oct 28Nippon Soda (TSE:4041) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Buy Or Sell Opportunity • Oct 02Now 20% undervaluedOver the last 90 days, the stock has risen 5.8% to JP¥3,305. The fair value is estimated to be JP¥4,141, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 5.9%. Revenue is forecast to grow by 2.6% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.お知らせ • Sep 27Nippon Soda Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025Nippon Soda Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 04 December 2025. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).Buy Or Sell Opportunity • Aug 12Now 20% undervaluedOver the last 90 days, the stock has risen 25% to JP¥3,350. The fair value is estimated to be JP¥4,193, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 5.9%. Revenue is forecast to grow by 2.6% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥58.44 (vs JP¥57.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥58.44 (up from JP¥57.61 in 1Q 2025). Revenue: JP¥32.6b (down 2.7% from 1Q 2025). Net income: JP¥3.21b (up 1.3% from 1Q 2025). Profit margin: 9.8% (in line with 1Q 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% 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 • Aug 05Nippon Soda Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Nippon Soda Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Declared Dividend • Jul 09Final dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 29th September 2025 Payment date: 4th December 2025 Dividend yield will be 4.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but not covered by cash flows (155% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • May 16Nippon Soda Co., Ltd. (TSE:4041) announces an Equity Buyback for 2,500,000 shares, representing 4.53% for ¥5,000 million.Nippon Soda Co., Ltd. (TSE:4041) announces a share repurchase program. Under the program, the company will repurchase up to 2,500,000 shares, representing 4.53% of its issued share capital (excluding treasury stock), for ¥5,000 million. The purpose of the program is to improve the company's performance and enhance shareholder returns. The program will run until January 31, 2026. As of March 31, 2025, the company had 55,166,132 shares in issue (excluding treasury stock) and 1,621,602 shares in treasury.分析記事 • May 15Nippon Soda (TSE:4041) Might Have The Makings Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • May 15Nippon Soda Co., Ltd., Annual General Meeting, Jun 27, 2025Nippon Soda Co., Ltd., Annual General Meeting, Jun 27, 2025.分析記事 • Apr 02There's No Escaping Nippon Soda Co., Ltd.'s (TSE:4041) Muted EarningsNippon Soda Co., Ltd.'s ( TSE:4041 ) price-to-earnings (or "P/E") ratio of 9x might make it look like a buy right now...Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).お知らせ • Mar 01Nippon Soda Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Nippon Soda Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025Price Target Changed • Feb 17Price target increased by 18% to JP¥3,100Up from JP¥2,625, the current price target is an average from 2 analysts. New target price is 8.8% above last closing price of JP¥2,850. Stock is down 4.4% over the past year. The company is forecast to post earnings per share of JP¥262 for next year compared to JP¥299 last year.Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥112 (vs JP¥76.25 in 3Q 2024)Third quarter 2025 results: EPS: JP¥112 (up from JP¥76.25 in 3Q 2024). Revenue: JP¥40.2b (up 10% from 3Q 2024). Net income: JP¥6.19b (up 46% from 3Q 2024). Profit margin: 15% (up from 12% in 3Q 2024). 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 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.Declared Dividend • Dec 05First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 6.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but not covered by cash flows (408% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 3.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 30Nippon Soda Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Nippon Soda Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025分析記事 • Nov 21We Think You Can Look Beyond Nippon Soda's (TSE:4041) Lackluster EarningsShareholders appeared unconcerned with Nippon Soda Co., Ltd.'s ( TSE:4041 ) lackluster earnings report last week. We...Reported Earnings • Nov 16First half 2025 earnings released: EPS: JP¥115 (vs JP¥135 in 1H 2024)First half 2025 results: EPS: JP¥115 (down from JP¥135 in 1H 2024). Revenue: JP¥67.1b (down 2.6% from 1H 2024). Net income: JP¥6.35b (down 16% from 1H 2024). Profit margin: 9.5% (down from 11% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Nov 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.1% to JP¥2,579. The fair value is estimated to be JP¥2,138, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 5.8% in 2 years. Earnings are forecast to decline by 10% in the next 2 years.お知らせ • Sep 27Nippon Soda Co., Ltd. to Report Q2, 2025 Results on Nov 13, 2024Nippon Soda Co., Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024分析記事 • Sep 24Nippon Soda (TSE:4041) Will Pay A Dividend Of ¥120.00The board of Nippon Soda Co., Ltd. ( TSE:4041 ) has announced that it will pay a dividend on the 5th of December, with...Upcoming Dividend • Sep 20Upcoming dividend of JP¥120 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.4%).分析記事 • Aug 14Nippon Soda's (TSE:4041) Dividend Will Be ¥120.00The board of Nippon Soda Co., Ltd. ( TSE:4041 ) has announced that it will pay a dividend on the 5th of December, with...Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥158 (vs JP¥170 in 1Q 2024)First quarter 2025 results: EPS: JP¥158 (down from JP¥170 in 1Q 2024). Revenue: JP¥32.2b (down 10% from 1Q 2024). Net income: JP¥4.34b (down 8.6% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 13% per year.Declared Dividend • Jul 11Final dividend of JP¥120 announcedShareholders will receive a dividend of JP¥120. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 4.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 8.0% over the next 3 years. However, it would need to fall by 45% to increase the payout ratio to a potentially unsustainable range.Price Target Changed • Jun 13Price target decreased by 8.5% to JP¥5,350Down from JP¥5,850, the current price target is an average from 2 analysts. New target price is 6.4% above last closing price of JP¥5,030. Stock is down 1.4% over the past year. The company is forecast to post earnings per share of JP¥473 for next year compared to JP¥597 last year.お知らせ • Jun 06Nippon Soda Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Nippon Soda Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024Major Estimate Revision • May 23Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥167.8b to JP¥157.7b. EPS estimate also fell from JP¥565 per share to JP¥495 per share. Net income forecast to shrink 20% next year vs 11% growth forecast for Chemicals industry in Japan . Consensus price target of JP¥5,850 unchanged from last update. Share price fell 2.5% to JP¥5,160 over the past week.分析記事 • May 22Nippon Soda (TSE:4041) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe stock was sluggish on the back of Nippon Soda Co., Ltd.'s ( TSE:4041 ) recent earnings report. Our analysis...New Risk • May 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.4% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • May 17Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: JP¥597 (down from JP¥599 in FY 2023). Revenue: JP¥154.4b (down 11% from FY 2023). Net income: JP¥16.6b (flat on FY 2023). Profit margin: 11% (up from 9.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.お知らせ • May 16Nippon Soda Co., Ltd., Annual General Meeting, Jun 27, 2024Nippon Soda Co., Ltd., Annual General Meeting, Jun 27, 2024.Buy Or Sell Opportunity • May 10Now 20% undervaluedOver the last 90 days, the stock has risen 2.5% to JP¥5,850. The fair value is estimated to be JP¥7,358, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 7.3% in the next 2 years.Buy Or Sell Opportunity • Apr 16Now 21% undervaluedOver the last 90 days, the stock has risen 3.0% to JP¥5,860. The fair value is estimated to be JP¥7,420, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 7.3% in the next 2 years.分析記事 • Mar 25Nippon Soda (TSE:4041) Will Pay A Dividend Of ¥120.00Nippon Soda Co., Ltd.'s ( TSE:4041 ) investors are due to receive a payment of ¥120.00 per share on 1st of July. This...分析記事 • Mar 22We Like These Underlying Return On Capital Trends At Nippon Soda (TSE:4041)What are the early trends we should look for to identify a stock that could multiply in value over the long term...Upcoming Dividend • Mar 21Upcoming dividend of JP¥120 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).分析記事 • Mar 03Nippon Soda (TSE:4041) Has Announced A Dividend Of ¥120.00Nippon Soda Co., Ltd. ( TSE:4041 ) will pay a dividend of ¥120.00 on the 1st of July. The yield is still above the...お知らせ • Mar 02Nippon Soda Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Nippon Soda Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024Price Target Changed • Feb 26Price target increased by 14% to JP¥5,950Up from JP¥5,200, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥6,040. Stock is up 28% over the past year. The company is forecast to post earnings per share of JP¥597 for next year compared to JP¥599 last year.Buy Or Sell Opportunity • Feb 20Now 20% undervaluedOver the last 90 days, the stock has risen 12% to JP¥5,930. The fair value is estimated to be JP¥7,417, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 8.3% in the next 2 years.Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥152 (vs JP¥157 in 3Q 2023)Third quarter 2024 results: EPS: JP¥152 (down from JP¥157 in 3Q 2023). Revenue: JP¥36.5b (down 16% from 3Q 2023). Net income: JP¥4.24b (down 3.2% from 3Q 2023). Profit margin: 12% (up from 10% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 27Nippon Soda Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Nippon Soda Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥100 (vs JP¥109 in 2Q 2023)Second quarter 2024 results: EPS: JP¥100 (down from JP¥109 in 2Q 2023). Revenue: JP¥33.0b (down 18% from 2Q 2023). Net income: JP¥2.80b (down 8.0% from 2Q 2023). Profit margin: 8.5% (up from 7.5% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 09Nippon Soda Co., Ltd. (TSE:4041) announces an Equity Buyback for 500,000 shares, representing 1.79% for ¥2,000 million.Nippon Soda Co., Ltd. (TSE:4041) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 1.79% of its issued share capital (excluding treasury stock), for ¥2,000 million. The purpose of the program is to improve the company's performance and enhance shareholder returns. The program will run until March 22, 2024. As of September 30, 2023, the company had 27,888,732 shares in issue (excluding treasury stock) and 858,935 shares in treasury.Upcoming Dividend • Sep 21Upcoming dividend of JP¥120 per share at 4.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).お知らせ • Sep 03Nippon Soda Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Nippon Soda Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023Price Target Changed • Aug 15Price target increased by 8.8% to JP¥5,550Up from JP¥5,100, the current price target is an average from 2 analysts. New target price is 6.9% above last closing price of JP¥5,190. Stock is up 15% over the past year. The company is forecast to post earnings per share of JP¥580 for next year compared to JP¥599 last year.Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥170 (vs JP¥210 in 1Q 2023)First quarter 2024 results: EPS: JP¥170 (down from JP¥210 in 1Q 2023). Revenue: JP¥35.9b (down 11% from 1Q 2023). Net income: JP¥4.74b (down 19% from 1Q 2023). Profit margin: 13% (down from 14% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 09Nippon Soda Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023Nippon Soda Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023Reported Earnings • May 12Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥599 (up from JP¥454 in FY 2022). Revenue: JP¥172.8b (up 13% from FY 2022). Net income: JP¥16.7b (up 32% from FY 2022). Profit margin: 9.7% (up from 8.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to stay flat during the next 3 years compared to a 3.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • May 11Nippon Soda Co., Ltd., Annual General Meeting, Jun 29, 2023Nippon Soda Co., Ltd., Annual General Meeting, Jun 29, 2023. Agenda: Annual General Meeting.Upcoming Dividend • Mar 23Upcoming dividend of JP¥130 per share at 4.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).Buying Opportunity • Mar 20Now 20% undervaluedOver the last 90 days, the stock is up 5.9%. The fair value is estimated to be JP¥5,607, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 2.0% in 2 years. Earnings is forecast to decline by 12% in the next 2 years.Buying Opportunity • Feb 10Now 20% undervaluedOver the last 90 days, the stock is up 2.4%. The fair value is estimated to be JP¥5,425, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 2.0% in 2 years. Earnings is forecast to decline by 13% in the next 2 years.Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥157 (vs JP¥91.39 in 3Q 2022)Third quarter 2023 results: EPS: JP¥157 (up from JP¥91.39 in 3Q 2022). Revenue: JP¥43.5b (up 20% from 3Q 2022). Net income: JP¥4.39b (up 72% from 3Q 2022). Profit margin: 10% (up from 7.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.お知らせ • Feb 03+ 1 more updateNippon Soda Co., Ltd. Provides Consolidated Earnings Guidance for the Period Ending March 2023Nippon Soda Co., Ltd. provided consolidated earnings guidance for the period ending March 2023. For the period, the company expects the net sales of JPY 170,000 million. Operating profit of JPY 16,100 million. Profit attributable to owners of parent of JPY 15,500 million. Basic earnings per share of JPY 556.01.Buying Opportunity • Jan 04Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be JP¥5,382, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 5.7% in 2 years. Earnings is forecast to decline by 4.9% in the next 2 years.Buying Opportunity • Dec 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.0%. The fair value is estimated to be JP¥5,350, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 5.7% in 2 years. Earnings is forecast to decline by 4.9% in the next 2 years.お知らせ • Dec 08Nippon Soda Co., Ltd. to Report Q3, 2023 Results on Feb 03, 2023Nippon Soda Co., Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥109 (vs JP¥50.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥109 (up from JP¥50.67 in 2Q 2022). Revenue: JP¥40.3b (up 24% from 2Q 2022). Net income: JP¥3.04b (up 115% from 2Q 2022). Profit margin: 7.5% (up from 4.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. 1 highly experienced director. 2 independent directors (9 non-independent directors). Chairman Akira Ishii is the most experienced director on the board, commencing their role in 2009. Independent Outside Director Yoko Waki was the last independent director to join the board, commencing their role in 2020. 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.Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥109 (vs JP¥50.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥109 (up from JP¥50.67 in 2Q 2022). Revenue: JP¥40.3b (up 24% from 2Q 2022). Net income: JP¥3.04b (up 115% from 2Q 2022). Profit margin: 7.5% (up from 4.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 05+ 1 more updateNippon Soda Co., Ltd. Provides Consolidated Earnings Guidance for the Period Ending March 2023Nippon Soda Co., Ltd. provided consolidated earnings guidance for the period ending March 2023. For the period, the company expects the net sales of JPY 170,000. Operating profit of JPY 16,100. Profit attributable to owners of parent of JPY 15,500. Basic earnings per share of JPY 556.01.Major Estimate Revision • Nov 05Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥166.3b to JP¥172.0b. EPS estimate increased from JP¥508 to JP¥581 per share. Net income forecast to shrink 3.4% next year vs 2.9% growth forecast for Chemicals industry in Japan . Consensus price target of JP¥5,800 unchanged from last update. Share price was steady at JP¥4,510 over the past week.Upcoming Dividend • Sep 22Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).お知らせ • Sep 03Nippon Soda Co., Ltd. to Report Q2, 2023 Results on Nov 04, 2022Nippon Soda Co., Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022Major Estimate Revision • Aug 09Consensus EPS estimates increase by 33%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥162.0b to JP¥165.5b. EPS estimate increased from JP¥398 to JP¥528 per share. Net income forecast to shrink 12% next year vs 5.1% growth forecast for Chemicals industry in Japan . Consensus price target up from JP¥4,600 to JP¥5,800. Share price rose 8.1% to JP¥4,605 over the past week.Price Target Changed • Aug 04Price target increased to JP¥5,800Up from JP¥4,600, the current price target is provided by 1 analyst. New target price is 29% above last closing price of JP¥4,505. Stock is up 27% over the past year. The company is forecast to post earnings per share of JP¥528 for next year compared to JP¥454 last year.Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥210 (vs JP¥61.79 in 1Q 2022)First quarter 2023 results: EPS: JP¥210 (up from JP¥61.79 in 1Q 2022). Revenue: JP¥40.4b (up 27% from 1Q 2022). Net income: JP¥5.85b (up 238% from 1Q 2022). Profit margin: 14% (up from 5.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.1%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.お知らせ • Aug 02+ 2 more updatesNippon Soda Co., Ltd. Provides Dividend Guidance for the Second Quarter of Fiscal Ending March 31, 2023Nippon Soda Co., Ltd. provides dividend guidance for the second quarter of fiscal ending March 31, 2023. For the quarter, the company expects to pay JPY 90.00 against JPY 55.00 paid a year ago.お知らせ • Jun 08Nippon Soda Co., Ltd. to Report Q1, 2023 Results on Aug 02, 2022Nippon Soda Co., Ltd. announced that they will report Q1, 2023 results on Aug 02, 2022お知らせ • May 12+ 2 more updatesNippon Soda Co., Ltd. Announces Dividend for Year Ended March 2022, Payable Dates Is June 30, 2022; Provides Guidance for Second Quarter of Fiscal Year Ending March 2023Nippon Soda Co., Ltd. announced dividend for year ended March 2022, guidance for full year ended 2022 and Six Months of fiscal year Ended March 2023. For the year ended March 2022 the company announced the dividend of JPY 125 per share. Payable dates is June 30, 2022. For the second quarter of fiscal year Ending March 2023 the company expects the dividend of JPY 90.00 per share.Reported Earnings • May 11Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥454 (up from JP¥255 in FY 2021). Revenue: JP¥152.5b (up 9.5% from FY 2021). Net income: JP¥12.7b (up 72% from FY 2021). Profit margin: 8.3% (up from 5.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Over the next year, revenue is forecast to stay flat compared to a 7.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • May 10Nippon Soda Co., Ltd., Annual General Meeting, Jun 29, 2022Nippon Soda Co., Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Yoko Waki was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.業績と収益の成長予測TSE:4041 - 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3/31/2028160,00016,200N/A22,69913/31/2027157,66715,702N/A21,25433/31/2026152,09118,2719,05821,594N/A12/31/2025154,16714,909N/AN/AN/A9/30/2025155,18915,4584,07721,422N/A6/30/2025155,64313,887N/AN/AN/A3/31/2025155,19915,0114,93722,636N/A12/31/2024156,37817,366N/AN/AN/A9/30/2024152,60615,4181,62115,165N/A6/30/2024150,73216,205N/AN/AN/A3/31/2024154,42916,612-4,6865,729N/A12/31/2023153,91315,201N/AN/AN/A9/30/2023160,97115,3432,12011,708N/A6/30/2023168,26215,585N/AN/AN/A3/31/2023172,81116,6924,50415,590N/A12/31/2022176,18620,266N/AN/AN/A9/30/2022168,84418,427-94910,932N/A6/30/2022161,15116,802N/AN/AN/A3/31/2022152,53612,6832,83914,545N/A12/31/2021146,91710,911N/AN/AN/A9/30/2021142,1838,3825,63318,087N/A6/30/2021139,9056,985N/AN/AN/A3/31/2021139,3637,3601,10813,821N/A12/31/2020134,2396,056N/AN/AN/A9/30/2020138,7537,198-23411,996N/A6/30/2020142,9407,854N/AN/AN/A3/31/2020144,7396,7591,56412,449N/A12/31/2019148,1505,771N/AN/AN/A9/30/2019146,9635,012N/A10,520N/A6/30/2019146,4144,944N/AN/AN/A3/31/2019145,6635,802N/A11,677N/A12/31/2018143,9315,811N/AN/AN/A9/30/2018143,9226,268N/A14,173N/A6/30/2018143,9216,828N/AN/AN/A3/31/2018141,2306,378N/A12,085N/A12/31/2017138,0146,261N/AN/AN/A9/30/2017133,4287,386N/A11,795N/A6/30/2017127,8047,150N/AN/AN/A3/31/2017128,6478,785N/A41,236N/A12/31/2016131,7407,085N/AN/AN/A9/30/2016132,9638,983N/A40,961N/A6/30/2016139,61912,185N/AN/AN/A3/31/2016142,71114,313N/A10,639N/A12/31/2015145,36417,055N/AN/AN/A9/30/2015149,58716,484N/A12,930N/A6/30/2015149,34914,005N/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: 4041の収益は今後 3 年間で減少すると予測されています (年間-7.5% )。収益対市場: 4041の収益は今後 3 年間で減少すると予測されています (年間-7.5% )。高成長収益: 4041の収益は今後 3 年間で減少すると予測されています。収益対市場: 4041の収益 ( 2.8% ) JP市場 ( 5.3% ) よりも低い成長が予測されています。高い収益成長: 4041の収益 ( 2.8% ) 20%よりも低い成長が予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: 4041の 自己資本利益率 は、3年後には低くなると予測されています ( 7.8 %)。成長企業の発掘7D1Y7D1Y7D1YMaterials 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/22 11:57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 Soda Co., Ltd. 3 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。4 アナリスト機関Kyoji ChibaBofA Global ResearchYusuke MiuraDaiwa Securities Co. Ltd.Katsuhiko IshibashiIchiyoshi Research Institute Inc.1 その他のアナリストを表示
分析記事 • Feb 14Nippon Soda Co., Ltd. (TSE:4041) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Nippon Soda Co., Ltd. ( TSE:4041 ) had a good week, as its shares rose 6.1% to close at JP¥4,065 following...
Major Estimate Revision • Feb 13Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥152.1b to JP¥153.8b. EPS estimate increased from JP¥269 to JP¥320 per share. Net income forecast to grow 2.6% next year vs 8.3% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥3,450 to JP¥3,650. Share price rose 5.7% to JP¥4,050 over the past week.
Price Target Changed • Feb 17Price target increased by 18% to JP¥3,100Up from JP¥2,625, the current price target is an average from 2 analysts. New target price is 8.8% above last closing price of JP¥2,850. Stock is down 4.4% over the past year. The company is forecast to post earnings per share of JP¥262 for next year compared to JP¥299 last year.
Price Target Changed • Jun 13Price target decreased by 8.5% to JP¥5,350Down from JP¥5,850, the current price target is an average from 2 analysts. New target price is 6.4% above last closing price of JP¥5,030. Stock is down 1.4% over the past year. The company is forecast to post earnings per share of JP¥473 for next year compared to JP¥597 last year.
Major Estimate Revision • May 23Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥167.8b to JP¥157.7b. EPS estimate also fell from JP¥565 per share to JP¥495 per share. Net income forecast to shrink 20% next year vs 11% growth forecast for Chemicals industry in Japan . Consensus price target of JP¥5,850 unchanged from last update. Share price fell 2.5% to JP¥5,160 over the past week.
Price Target Changed • Feb 26Price target increased by 14% to JP¥5,950Up from JP¥5,200, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥6,040. Stock is up 28% over the past year. The company is forecast to post earnings per share of JP¥597 for next year compared to JP¥599 last year.
分析記事 • 14hNippon Soda's (TSE:4041) Solid Earnings May Rest On Weak FoundationsThe stock price didn't jump after Nippon Soda Co., Ltd. ( TSE:4041 ) posted decent earnings last week. We think that...
Reported Earnings • May 17Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥337 (up from JP¥273 in FY 2025). Revenue: JP¥152.1b (down 2.0% from FY 2025). Net income: JP¥18.3b (up 22% from FY 2025). Profit margin: 12% (up from 9.7% in FY 2025). The increase in margin was driven by lower expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 10%. Revenue is forecast to grow 2.8% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 14% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • May 14Nippon Soda Co., Ltd., Annual General Meeting, Jun 26, 2026Nippon Soda Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 09Nippon Soda Co., Ltd. to Report Fiscal Year 2026 Results on May 14, 2026Nippon Soda Co., Ltd. announced that they will report fiscal year 2026 results on May 14, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 30 June 2026. Payout ratio is a comfortable 55% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.3%).
分析記事 • Feb 14Nippon Soda Co., Ltd. (TSE:4041) Just Reported And Analysts Have Been Lifting Their Price TargetsInvestors in Nippon Soda Co., Ltd. ( TSE:4041 ) had a good week, as its shares rose 6.1% to close at JP¥4,065 following...
Reported Earnings • Feb 14Third quarter 2026 earnings released: EPS: JP¥104 (vs JP¥78.66 in 3Q 2025)Third quarter 2026 results: EPS: JP¥104 (up from JP¥78.66 in 3Q 2025). Revenue: JP¥39.2b (down 11% from 3Q 2025). Net income: JP¥5.64b (up 30% from 3Q 2025). Profit margin: 14% (up from 9.8% in 3Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 1.9% p.a. on average during the next 3 years, compared to a 4.4% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 5% per year but the company’s share price has increased by 23% per year, which means it is well ahead of earnings.
Major Estimate Revision • Feb 13Consensus EPS estimates increase by 19%The consensus outlook for earnings per share (EPS) in fiscal year 2026 has improved. 2026 revenue forecast increased from JP¥152.1b to JP¥153.8b. EPS estimate increased from JP¥269 to JP¥320 per share. Net income forecast to grow 2.6% next year vs 8.3% growth forecast for Chemicals industry in Japan. Consensus price target up from JP¥3,450 to JP¥3,650. Share price rose 5.7% to JP¥4,050 over the past week.
Declared Dividend • Dec 05First half dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 30th March 2026 Payment date: 30th June 2026 Dividend yield will be 4.0%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (53% earnings payout ratio) but not covered by cash flows (186% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 12% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 29Nippon Soda Co., Ltd. to Report Q3, 2026 Results on Feb 10, 2026Nippon Soda Co., Ltd. announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 15Second quarter 2026 earnings released: EPS: JP¥65.68 (vs JP¥36.48 in 2Q 2025)Second quarter 2026 results: EPS: JP¥65.68 (up from JP¥36.48 in 2Q 2025). Revenue: JP¥34.4b (down 1.3% from 2Q 2025). Net income: JP¥3.58b (up 78% from 2Q 2025). Profit margin: 10% (up from 5.8% in 2Q 2025). The increase in margin was driven by lower expenses. Revenue is forecast to grow 2.2% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% per year but the company’s share price has increased by 18% per year, which means it is well ahead of earnings.
分析記事 • Nov 12Nippon Soda (TSE:4041) Shareholders Will Want The ROCE Trajectory To ContinueIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
分析記事 • Oct 28Nippon Soda (TSE:4041) Has A Pretty Healthy Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Buy Or Sell Opportunity • Oct 02Now 20% undervaluedOver the last 90 days, the stock has risen 5.8% to JP¥3,305. The fair value is estimated to be JP¥4,141, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.9% over the last 3 years. Earnings per share has declined by 5.9%. Revenue is forecast to grow by 2.6% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
お知らせ • Sep 27Nippon Soda Co., Ltd. to Report Q2, 2026 Results on Nov 13, 2025Nippon Soda Co., Ltd. announced that they will report Q2, 2026 results on Nov 13, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥70.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 04 December 2025. Payout ratio is a comfortable 56% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.6%).
Buy Or Sell Opportunity • Aug 12Now 20% undervaluedOver the last 90 days, the stock has risen 25% to JP¥3,350. The fair value is estimated to be JP¥4,193, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 3.8% over the last 3 years. Earnings per share has declined by 5.9%. Revenue is forecast to grow by 2.6% in 2 years. Earnings are forecast to grow by 14% in the next 2 years.
Reported Earnings • Aug 09First quarter 2026 earnings released: EPS: JP¥58.44 (vs JP¥57.61 in 1Q 2025)First quarter 2026 results: EPS: JP¥58.44 (up from JP¥57.61 in 1Q 2025). Revenue: JP¥32.6b (down 2.7% from 1Q 2025). Net income: JP¥3.21b (up 1.3% from 1Q 2025). Profit margin: 9.8% (in line with 1Q 2025). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has fallen by 6% 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 • Aug 05Nippon Soda Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Nippon Soda Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Declared Dividend • Jul 09Final dividend of JP¥70.00 announcedShareholders will receive a dividend of JP¥70.00. Ex-date: 29th September 2025 Payment date: 4th December 2025 Dividend yield will be 4.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (38% earnings payout ratio) but not covered by cash flows (155% cash payout ratio). The dividend has increased by an average of 19% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 14% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • May 16Nippon Soda Co., Ltd. (TSE:4041) announces an Equity Buyback for 2,500,000 shares, representing 4.53% for ¥5,000 million.Nippon Soda Co., Ltd. (TSE:4041) announces a share repurchase program. Under the program, the company will repurchase up to 2,500,000 shares, representing 4.53% of its issued share capital (excluding treasury stock), for ¥5,000 million. The purpose of the program is to improve the company's performance and enhance shareholder returns. The program will run until January 31, 2026. As of March 31, 2025, the company had 55,166,132 shares in issue (excluding treasury stock) and 1,621,602 shares in treasury.
分析記事 • May 15Nippon Soda (TSE:4041) Might Have The Makings Of A Multi-BaggerIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • May 15Nippon Soda Co., Ltd., Annual General Meeting, Jun 27, 2025Nippon Soda Co., Ltd., Annual General Meeting, Jun 27, 2025.
分析記事 • Apr 02There's No Escaping Nippon Soda Co., Ltd.'s (TSE:4041) Muted EarningsNippon Soda Co., Ltd.'s ( TSE:4041 ) price-to-earnings (or "P/E") ratio of 9x might make it look like a buy right now...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥60.00 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 30 June 2025. Payout ratio is a comfortable 38% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.6%).
お知らせ • Mar 01Nippon Soda Co., Ltd. to Report Fiscal Year 2025 Results on May 14, 2025Nippon Soda Co., Ltd. announced that they will report fiscal year 2025 results on May 14, 2025
Price Target Changed • Feb 17Price target increased by 18% to JP¥3,100Up from JP¥2,625, the current price target is an average from 2 analysts. New target price is 8.8% above last closing price of JP¥2,850. Stock is down 4.4% over the past year. The company is forecast to post earnings per share of JP¥262 for next year compared to JP¥299 last year.
Reported Earnings • Feb 15Third quarter 2025 earnings released: EPS: JP¥112 (vs JP¥76.25 in 3Q 2024)Third quarter 2025 results: EPS: JP¥112 (up from JP¥76.25 in 3Q 2024). Revenue: JP¥40.2b (up 10% from 3Q 2024). Net income: JP¥6.19b (up 46% from 3Q 2024). Profit margin: 15% (up from 12% in 3Q 2024). 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 5.0% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 18% per year, which means it is tracking significantly ahead of earnings growth.
Declared Dividend • Dec 05First half dividend of JP¥60.00 announcedShareholders will receive a dividend of JP¥60.00. Ex-date: 28th March 2025 Payment date: 30th June 2025 Dividend yield will be 6.6%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (43% earnings payout ratio) but not covered by cash flows (408% cash payout ratio). The dividend has increased by an average of 20% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 3.4% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 30Nippon Soda Co., Ltd. to Report Q3, 2025 Results on Feb 13, 2025Nippon Soda Co., Ltd. announced that they will report Q3, 2025 results on Feb 13, 2025
分析記事 • Nov 21We Think You Can Look Beyond Nippon Soda's (TSE:4041) Lackluster EarningsShareholders appeared unconcerned with Nippon Soda Co., Ltd.'s ( TSE:4041 ) lackluster earnings report last week. We...
Reported Earnings • Nov 16First half 2025 earnings released: EPS: JP¥115 (vs JP¥135 in 1H 2024)First half 2025 results: EPS: JP¥115 (down from JP¥135 in 1H 2024). Revenue: JP¥67.1b (down 2.6% from 1H 2024). Net income: JP¥6.35b (down 16% from 1H 2024). Profit margin: 9.5% (down from 11% in 1H 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 5.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 10% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Nov 14Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 2.1% to JP¥2,579. The fair value is estimated to be JP¥2,138, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 2.8% over the last 3 years. Earnings per share has grown by 18%. Revenue is forecast to grow by 5.8% in 2 years. Earnings are forecast to decline by 10% in the next 2 years.
お知らせ • Sep 27Nippon Soda Co., Ltd. to Report Q2, 2025 Results on Nov 13, 2024Nippon Soda Co., Ltd. announced that they will report Q2, 2025 results on Nov 13, 2024
分析記事 • Sep 24Nippon Soda (TSE:4041) Will Pay A Dividend Of ¥120.00The board of Nippon Soda Co., Ltd. ( TSE:4041 ) has announced that it will pay a dividend on the 5th of December, with...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥120 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 05 December 2024. Payout ratio is a comfortable 41% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of Japanese dividend payers (3.8%). In line with average of industry peers (2.4%).
分析記事 • Aug 14Nippon Soda's (TSE:4041) Dividend Will Be ¥120.00The board of Nippon Soda Co., Ltd. ( TSE:4041 ) has announced that it will pay a dividend on the 5th of December, with...
Reported Earnings • Aug 13First quarter 2025 earnings released: EPS: JP¥158 (vs JP¥170 in 1Q 2024)First quarter 2025 results: EPS: JP¥158 (down from JP¥170 in 1Q 2024). Revenue: JP¥32.2b (down 10% from 1Q 2024). Net income: JP¥4.34b (down 8.6% from 1Q 2024). Profit margin: 14% (in line with 1Q 2024). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 5.6% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 18% per year whereas the company’s share price has increased by 13% per year.
Declared Dividend • Jul 11Final dividend of JP¥120 announcedShareholders will receive a dividend of JP¥120. Ex-date: 27th September 2024 Payment date: 5th December 2024 Dividend yield will be 4.5%, which is higher than the industry average of 2.2%. Sustainability & Growth Dividend is covered by earnings (50% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 12% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 8.0% over the next 3 years. However, it would need to fall by 45% to increase the payout ratio to a potentially unsustainable range.
Price Target Changed • Jun 13Price target decreased by 8.5% to JP¥5,350Down from JP¥5,850, the current price target is an average from 2 analysts. New target price is 6.4% above last closing price of JP¥5,030. Stock is down 1.4% over the past year. The company is forecast to post earnings per share of JP¥473 for next year compared to JP¥597 last year.
お知らせ • Jun 06Nippon Soda Co., Ltd. to Report Q1, 2025 Results on Aug 09, 2024Nippon Soda Co., Ltd. announced that they will report Q1, 2025 results on Aug 09, 2024
Major Estimate Revision • May 23Consensus EPS estimates fall by 12%The consensus outlook for earnings per share (EPS) in fiscal year 2025 has deteriorated. 2025 revenue forecast decreased from JP¥167.8b to JP¥157.7b. EPS estimate also fell from JP¥565 per share to JP¥495 per share. Net income forecast to shrink 20% next year vs 11% growth forecast for Chemicals industry in Japan . Consensus price target of JP¥5,850 unchanged from last update. Share price fell 2.5% to JP¥5,160 over the past week.
分析記事 • May 22Nippon Soda (TSE:4041) Is Posting Promising Earnings But The Good News Doesn’t Stop ThereThe stock was sluggish on the back of Nippon Soda Co., Ltd.'s ( TSE:4041 ) recent earnings report. Our analysis...
New Risk • May 21New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 3.4% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings are forecast to decline by an average of 3.4% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • May 17Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: JP¥597 (down from JP¥599 in FY 2023). Revenue: JP¥154.4b (down 11% from FY 2023). Net income: JP¥16.6b (flat on FY 2023). Profit margin: 11% (up from 9.7% in FY 2023). The increase in margin was driven by lower expenses. Revenue missed analyst estimates by 3.5%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 24% per year but the company’s share price has only increased by 15% per year, which means it is significantly lagging earnings growth.
お知らせ • May 16Nippon Soda Co., Ltd., Annual General Meeting, Jun 27, 2024Nippon Soda Co., Ltd., Annual General Meeting, Jun 27, 2024.
Buy Or Sell Opportunity • May 10Now 20% undervaluedOver the last 90 days, the stock has risen 2.5% to JP¥5,850. The fair value is estimated to be JP¥7,358, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 7.3% in the next 2 years.
Buy Or Sell Opportunity • Apr 16Now 21% undervaluedOver the last 90 days, the stock has risen 3.0% to JP¥5,860. The fair value is estimated to be JP¥7,420, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 7.3% in the next 2 years.
分析記事 • Mar 25Nippon Soda (TSE:4041) Will Pay A Dividend Of ¥120.00Nippon Soda Co., Ltd.'s ( TSE:4041 ) investors are due to receive a payment of ¥120.00 per share on 1st of July. This...
分析記事 • Mar 22We Like These Underlying Return On Capital Trends At Nippon Soda (TSE:4041)What are the early trends we should look for to identify a stock that could multiply in value over the long term...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥120 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 50% but the company is paying out more than the cash it is generating. Trailing yield: 3.9%. Within top quartile of Japanese dividend payers (3.2%). Higher than average of industry peers (2.1%).
分析記事 • Mar 03Nippon Soda (TSE:4041) Has Announced A Dividend Of ¥120.00Nippon Soda Co., Ltd. ( TSE:4041 ) will pay a dividend of ¥120.00 on the 1st of July. The yield is still above the...
お知らせ • Mar 02Nippon Soda Co., Ltd. to Report Fiscal Year 2024 Results on May 14, 2024Nippon Soda Co., Ltd. announced that they will report fiscal year 2024 results on May 14, 2024
Price Target Changed • Feb 26Price target increased by 14% to JP¥5,950Up from JP¥5,200, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of JP¥6,040. Stock is up 28% over the past year. The company is forecast to post earnings per share of JP¥597 for next year compared to JP¥599 last year.
Buy Or Sell Opportunity • Feb 20Now 20% undervaluedOver the last 90 days, the stock has risen 12% to JP¥5,930. The fair value is estimated to be JP¥7,417, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 7.2% over the last 3 years. Earnings per share has grown by 31%. Revenue is forecast to grow by 12% in 2 years. Earnings are forecast to grow by 8.3% in the next 2 years.
Reported Earnings • Feb 10Third quarter 2024 earnings released: EPS: JP¥152 (vs JP¥157 in 3Q 2023)Third quarter 2024 results: EPS: JP¥152 (down from JP¥157 in 3Q 2023). Revenue: JP¥36.5b (down 16% from 3Q 2023). Net income: JP¥4.24b (down 3.2% from 3Q 2023). Profit margin: 12% (up from 10% in 3Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.7% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 18% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 27Nippon Soda Co., Ltd. to Report Q3, 2024 Results on Feb 09, 2024Nippon Soda Co., Ltd. announced that they will report Q3, 2024 results on Feb 09, 2024
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥100 (vs JP¥109 in 2Q 2023)Second quarter 2024 results: EPS: JP¥100 (down from JP¥109 in 2Q 2023). Revenue: JP¥33.0b (down 18% from 2Q 2023). Net income: JP¥2.80b (down 8.0% from 2Q 2023). Profit margin: 8.5% (up from 7.5% in 2Q 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 4.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has only increased by 23% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 09Nippon Soda Co., Ltd. (TSE:4041) announces an Equity Buyback for 500,000 shares, representing 1.79% for ¥2,000 million.Nippon Soda Co., Ltd. (TSE:4041) announces a share repurchase program. Under the program, the company will repurchase up to 500,000 shares, representing 1.79% of its issued share capital (excluding treasury stock), for ¥2,000 million. The purpose of the program is to improve the company's performance and enhance shareholder returns. The program will run until March 22, 2024. As of September 30, 2023, the company had 27,888,732 shares in issue (excluding treasury stock) and 858,935 shares in treasury.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥120 per share at 4.2% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 05 December 2023. Payout ratio is a comfortable 43% but the company is paying out more than the cash it is generating. Trailing yield: 4.2%. Within top quartile of Japanese dividend payers (3.3%). Higher than average of industry peers (2.5%).
お知らせ • Sep 03Nippon Soda Co., Ltd. to Report Q2, 2024 Results on Nov 08, 2023Nippon Soda Co., Ltd. announced that they will report Q2, 2024 results on Nov 08, 2023
Price Target Changed • Aug 15Price target increased by 8.8% to JP¥5,550Up from JP¥5,100, the current price target is an average from 2 analysts. New target price is 6.9% above last closing price of JP¥5,190. Stock is up 15% over the past year. The company is forecast to post earnings per share of JP¥580 for next year compared to JP¥599 last year.
Reported Earnings • Aug 09First quarter 2024 earnings released: EPS: JP¥170 (vs JP¥210 in 1Q 2023)First quarter 2024 results: EPS: JP¥170 (down from JP¥210 in 1Q 2023). Revenue: JP¥35.9b (down 11% from 1Q 2023). Net income: JP¥4.74b (down 19% from 1Q 2023). Profit margin: 13% (down from 14% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 1.6% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has only increased by 19% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 09Nippon Soda Co., Ltd. to Report Q1, 2024 Results on Aug 04, 2023Nippon Soda Co., Ltd. announced that they will report Q1, 2024 results on Aug 04, 2023
Reported Earnings • May 12Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥599 (up from JP¥454 in FY 2022). Revenue: JP¥172.8b (up 13% from FY 2022). Net income: JP¥16.7b (up 32% from FY 2022). Profit margin: 9.7% (up from 8.3% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.5%. Revenue is forecast to stay flat during the next 3 years compared to a 3.8% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • May 11Nippon Soda Co., Ltd., Annual General Meeting, Jun 29, 2023Nippon Soda Co., Ltd., Annual General Meeting, Jun 29, 2023. Agenda: Annual General Meeting.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥130 per share at 4.8% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 30% but the company is not cash flow positive. Trailing yield: 4.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.8%).
Buying Opportunity • Mar 20Now 20% undervaluedOver the last 90 days, the stock is up 5.9%. The fair value is estimated to be JP¥5,607, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 2.0% in 2 years. Earnings is forecast to decline by 12% in the next 2 years.
Buying Opportunity • Feb 10Now 20% undervaluedOver the last 90 days, the stock is up 2.4%. The fair value is estimated to be JP¥5,425, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 6.4% over the last 3 years. Earnings per share has grown by 47%. Revenue is forecast to grow by 2.0% in 2 years. Earnings is forecast to decline by 13% in the next 2 years.
Reported Earnings • Feb 04Third quarter 2023 earnings released: EPS: JP¥157 (vs JP¥91.39 in 3Q 2022)Third quarter 2023 results: EPS: JP¥157 (up from JP¥91.39 in 3Q 2022). Revenue: JP¥43.5b (up 20% from 3Q 2022). Net income: JP¥4.39b (up 72% from 3Q 2022). Profit margin: 10% (up from 7.0% in 3Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.0% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has only increased by 6% per year, which means it is significantly lagging earnings growth.
お知らせ • Feb 03+ 1 more updateNippon Soda Co., Ltd. Provides Consolidated Earnings Guidance for the Period Ending March 2023Nippon Soda Co., Ltd. provided consolidated earnings guidance for the period ending March 2023. For the period, the company expects the net sales of JPY 170,000 million. Operating profit of JPY 16,100 million. Profit attributable to owners of parent of JPY 15,500 million. Basic earnings per share of JPY 556.01.
Buying Opportunity • Jan 04Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 8.2%. The fair value is estimated to be JP¥5,382, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 5.7% in 2 years. Earnings is forecast to decline by 4.9% in the next 2 years.
Buying Opportunity • Dec 16Now 21% undervalued after recent price dropOver the last 90 days, the stock is down 6.0%. The fair value is estimated to be JP¥5,350, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 3.8% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 5.7% in 2 years. Earnings is forecast to decline by 4.9% in the next 2 years.
お知らせ • Dec 08Nippon Soda Co., Ltd. to Report Q3, 2023 Results on Feb 03, 2023Nippon Soda Co., Ltd. announced that they will report Q3, 2023 results on Feb 03, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥109 (vs JP¥50.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥109 (up from JP¥50.67 in 2Q 2022). Revenue: JP¥40.3b (up 24% from 2Q 2022). Net income: JP¥3.04b (up 115% from 2Q 2022). Profit margin: 7.5% (up from 4.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 12% per year, which means it is significantly lagging earnings growth.
Board Change • Nov 16Less than half of directors are independentThere are 9 new directors who have joined the board in the last 3 years. Of these new board members, 2 were independent directors. The company's board is composed of: 9 new directors. 1 experienced director. 1 highly experienced director. 2 independent directors (9 non-independent directors). Chairman Akira Ishii is the most experienced director on the board, commencing their role in 2009. Independent Outside Director Yoko Waki was the last independent director to join the board, commencing their role in 2020. 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.
Reported Earnings • Nov 06Second quarter 2023 earnings released: EPS: JP¥109 (vs JP¥50.67 in 2Q 2022)Second quarter 2023 results: EPS: JP¥109 (up from JP¥50.67 in 2Q 2022). Revenue: JP¥40.3b (up 24% from 2Q 2022). Net income: JP¥3.04b (up 115% from 2Q 2022). Profit margin: 7.5% (up from 4.3% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.1% p.a. on average during the next 3 years, compared to a 4.5% growth forecast for the Chemicals industry in Japan. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 14% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 05+ 1 more updateNippon Soda Co., Ltd. Provides Consolidated Earnings Guidance for the Period Ending March 2023Nippon Soda Co., Ltd. provided consolidated earnings guidance for the period ending March 2023. For the period, the company expects the net sales of JPY 170,000. Operating profit of JPY 16,100. Profit attributable to owners of parent of JPY 15,500. Basic earnings per share of JPY 556.01.
Major Estimate Revision • Nov 05Consensus EPS estimates increase by 14%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥166.3b to JP¥172.0b. EPS estimate increased from JP¥508 to JP¥581 per share. Net income forecast to shrink 3.4% next year vs 2.9% growth forecast for Chemicals industry in Japan . Consensus price target of JP¥5,800 unchanged from last update. Share price was steady at JP¥4,510 over the past week.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥90.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 06 December 2022. Payout ratio is a comfortable 30% but the company is paying out more than the cash it is generating. Trailing yield: 4.0%. Within top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.9%).
お知らせ • Sep 03Nippon Soda Co., Ltd. to Report Q2, 2023 Results on Nov 04, 2022Nippon Soda Co., Ltd. announced that they will report Q2, 2023 results on Nov 04, 2022
Major Estimate Revision • Aug 09Consensus EPS estimates increase by 33%The consensus outlook for earnings per share (EPS) in 2023 has improved. 2023 revenue forecast increased from JP¥162.0b to JP¥165.5b. EPS estimate increased from JP¥398 to JP¥528 per share. Net income forecast to shrink 12% next year vs 5.1% growth forecast for Chemicals industry in Japan . Consensus price target up from JP¥4,600 to JP¥5,800. Share price rose 8.1% to JP¥4,605 over the past week.
Price Target Changed • Aug 04Price target increased to JP¥5,800Up from JP¥4,600, the current price target is provided by 1 analyst. New target price is 29% above last closing price of JP¥4,505. Stock is up 27% over the past year. The company is forecast to post earnings per share of JP¥528 for next year compared to JP¥454 last year.
Reported Earnings • Aug 03First quarter 2023 earnings released: EPS: JP¥210 (vs JP¥61.79 in 1Q 2022)First quarter 2023 results: EPS: JP¥210 (up from JP¥61.79 in 1Q 2022). Revenue: JP¥40.4b (up 27% from 1Q 2022). Net income: JP¥5.85b (up 238% from 1Q 2022). Profit margin: 14% (up from 5.4% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 3.1%, compared to a 9.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has only increased by 22% per year, which means it is significantly lagging earnings growth.
お知らせ • Aug 02+ 2 more updatesNippon Soda Co., Ltd. Provides Dividend Guidance for the Second Quarter of Fiscal Ending March 31, 2023Nippon Soda Co., Ltd. provides dividend guidance for the second quarter of fiscal ending March 31, 2023. For the quarter, the company expects to pay JPY 90.00 against JPY 55.00 paid a year ago.
お知らせ • Jun 08Nippon Soda Co., Ltd. to Report Q1, 2023 Results on Aug 02, 2022Nippon Soda Co., Ltd. announced that they will report Q1, 2023 results on Aug 02, 2022
お知らせ • May 12+ 2 more updatesNippon Soda Co., Ltd. Announces Dividend for Year Ended March 2022, Payable Dates Is June 30, 2022; Provides Guidance for Second Quarter of Fiscal Year Ending March 2023Nippon Soda Co., Ltd. announced dividend for year ended March 2022, guidance for full year ended 2022 and Six Months of fiscal year Ended March 2023. For the year ended March 2022 the company announced the dividend of JPY 125 per share. Payable dates is June 30, 2022. For the second quarter of fiscal year Ending March 2023 the company expects the dividend of JPY 90.00 per share.
Reported Earnings • May 11Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: JP¥454 (up from JP¥255 in FY 2021). Revenue: JP¥152.5b (up 9.5% from FY 2021). Net income: JP¥12.7b (up 72% from FY 2021). Profit margin: 8.3% (up from 5.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 3.1%. Earnings per share (EPS) also surpassed analyst estimates by 35%. Over the next year, revenue is forecast to stay flat compared to a 7.6% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 29% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • May 10Nippon Soda Co., Ltd., Annual General Meeting, Jun 29, 2022Nippon Soda Co., Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27Less than half of directors are independentThere are 6 new directors who have joined the board in the last 3 years. Of these new board members, 3 were independent directors. The company's board is composed of: 4 independent directors. 7 non-independent directors. Independent Outside Director Yoko Waki was the last independent director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Lack of board continuity.