Nippon Paint Holdings Co., Ltd.

TSE:4612 株式レポート

時価総額：JP¥2.6t

Nippon Paint Holdings 将来の成長

Future 基準チェック /16

Nippon Paint Holdings利益と収益がそれぞれ年間5.9%と5%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に10% 6%なると予測されています。

主要情報

5.9%

収益成長率

5.98%

EPS成長率

Chemicals 収益成長13.0%
収益成長率5.0%
将来の株主資本利益率10.02%
アナリストカバレッジ

Good

最終更新日16 Jul 2026

今後の成長に関する最新情報

分析記事 • May 19

Revenue Beat: Nippon Paint Holdings Co., Ltd. Exceeded Revenue Forecasts By 8.3% And Analysts Are Updating Their Estimates

Nippon Paint Holdings Co., Ltd. ( TSE:4612 ) defied analyst predictions to release its quarterly results, which were...
分析記事 • Feb 17

Nippon Paint Holdings Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Shareholders of Nippon Paint Holdings Co., Ltd. ( TSE:4612 ) will be pleased this week, given that the stock price is...
分析記事 • Nov 18

Nippon Paint Holdings Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Shareholders might have noticed that Nippon Paint Holdings Co., Ltd. ( TSE:4612 ) filed its third-quarter result this...

Recent updates

ナラティブ更新 • Jul 01

4612: Share Buybacks Will Support Future Upside

Analysts have trimmed their fair value estimate for Nippon Paint Holdings, with the price target moving from about ¥1,584 to ¥1,500. This reflects updated assumptions on revenue growth, margins, and the P/E multiple applied to future earnings.
ナラティブ更新 • Jun 17

4612: Fair Outlook Will Balance Refined Assumptions And Modest Profit Expectations

Analysts kept their ¥1,080 price target for Nippon Paint Holdings unchanged, citing only modest tweaks to assumptions, including a slightly lower discount rate, marginally higher revenue growth, and a small adjustment to expected profit margins and future P/E. What’s in the News for Nippon Paint Holdings No recent Nippon Paint Holdings news items were identified in the provided sources.
ナラティブ更新 • Jun 03

4612: Fair Outlook Will Balance Lower Revenue Assumptions And Refined Profit Expectations

Analysts have nudged their price target on Nippon Paint Holdings up by ¥30 to ¥1,080. They point to updated assumptions for revenue growth, profit margins, discount rate and future P/E as the key drivers of this change.
ナラティブ更新 • May 20

4612: Share Buybacks Will Support Higher Returns With Stable Profitability Outlook

Analysts have nudged their price target on Nippon Paint Holdings slightly lower, trimming fair value from about ¥1,235 to roughly ¥1,227 as they incorporate updated assumptions for the discount rate, revenue growth, profit margin, and future P/E. What's in the News Nippon Paint Holdings reported that between January 1, 2026 and February 28, 2026, it repurchased 8,512,300 shares for ¥9,093.21 million, representing 0.37% of shares.
分析記事 • May 19

Revenue Beat: Nippon Paint Holdings Co., Ltd. Exceeded Revenue Forecasts By 8.3% And Analysts Are Updating Their Estimates

Nippon Paint Holdings Co., Ltd. ( TSE:4612 ) defied analyst predictions to release its quarterly results, which were...
ナラティブ更新 • May 03

4612: Share Buybacks Will Support Higher Returns With Improving Profitability

Analysts have trimmed their price target for Nippon Paint Holdings by about ¥20 to ¥1,235, reflecting slightly lower revenue growth expectations, offset by a modestly higher projected profit margin and a somewhat lower future P/E assumption. What's in the News Buyback program update: between January 1 and February 28, 2026, the company repurchased 8,512,300 shares, or 0.37% of shares, for ¥9,093.21 million under the existing authorization (Key Developments).
ナラティブ更新 • Apr 19

4612: Share Buybacks And Higher Payout Will Support Future Upside

Analysts have made a small upward adjustment to their price target for Nippon Paint Holdings to ¥1,584 from ¥1,581, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E. What's in the News Nippon Paint Holdings has updated its share repurchase activity under the buyback announced on October 9, 2025, completing the purchase of 29,410,000 shares, or 1.26% of shares, for ¥29,999.98m, including 8,512,300 shares, or 0.37%, repurchased between January 1 and February 28, 2026 for ¥9,093.21m (Key Developments).
ナラティブ更新 • Apr 03

4612: Share Buybacks Will Support Future Earnings And Dividend Upside

Analysts have slightly reduced their price target for Nippon Paint Holdings to ¥1,580.78 from ¥1,584.70, reflecting updated views on revenue growth, profit margins, the discount rate and future P/E assumptions. What's in the News Nippon Paint Holdings has an ongoing share repurchase program announced on October 9, 2025, under which it has bought back a total of 29,410,000 shares, representing 1.26% of shares, for ¥29,999.98 million across multiple tranches (Key Developments).
ナラティブ更新 • Mar 20

4612: Share Buybacks And Rising Margins Will Support Future Returns

Analysts have kept their price target for Nippon Paint Holdings broadly unchanged at about ¥1,584.70, reflecting only minor adjustments to assumptions for the discount rate, revenue growth, profit margin and future P/E multiple. This signals a steady view of the company’s valuation drivers.
ナラティブ更新 • Mar 05

4612: Share Buybacks And Higher Margins Will Support Forward Returns

Analysts have nudged their price target for Nippon Paint Holdings up from ¥1,550 to about ¥1,585, reflecting updated assumptions that combine slightly higher profit margin and discount rate inputs with a modestly lower revenue growth outlook and a marginally reduced future P/E multiple. What's in the News Nippon Paint Holdings reported on progress under its share repurchase program announced on October 9, 2025, with a total of 29,410,000 shares bought back so far, representing 1.26% of shares for ¥29,999.98 million (company announcement).
ナラティブ更新 • Feb 19

4612: Buybacks And M&A Will Support Modest Returns With Balanced Risks

Analysts have nudged their price target for Nippon Paint Holdings up from ¥1,240 to about ¥1,255, citing updated assumptions that include a slightly lower discount rate, a modest adjustment to revenue growth, a small uplift in profit margin, and a reduced future P/E multiple. What's in the News Nippon Paint Holdings issued consolidated earnings guidance for the fiscal year ending December 31, 2026, with expected revenue of ¥1.92b, operating profit of ¥283,000 million, profit attributable to owners of parent of ¥198,000 million, and basic EPS of ¥85.34 (company guidance).
分析記事 • Feb 17

Nippon Paint Holdings Co., Ltd. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their Predictions

Shareholders of Nippon Paint Holdings Co., Ltd. ( TSE:4612 ) will be pleased this week, given that the stock price is...
ナラティブ更新 • Feb 05

4612: Share Buybacks And Active M&A Will Support Future Upside

Analysts kept their fair value estimate for Nippon Paint Holdings steady at ¥1,240, with only small tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E. This reflects a broadly unchanged view of the company’s outlook.
ナラティブ更新 • Jan 22

4612: Active M&A Pipeline And Strong Balance Sheet Will Drive Future Upside

Analysts have trimmed their price target for Nippon Paint Holdings slightly, from ¥1,245 to ¥1,240. This reflects small adjustments to fair value, discount rate, profit margin and forward P/E assumptions, while keeping revenue growth expectations broadly unchanged.
分析記事 • Jan 14

Nippon Paint Holdings Co., Ltd. (TSE:4612) Shares Could Be 37% Below Their Intrinsic Value Estimate

Key Insights Using the 2 Stage Free Cash Flow to Equity, Nippon Paint Holdings fair value estimate is JP¥1,662 Nippon...
ナラティブ更新 • Jan 06

4612: Share Buyback And Active M&A Program Will Drive Future Upside

Analysts have kept their fair value estimate for Nippon Paint Holdings broadly unchanged at ¥1,245.45, with only small tweaks to inputs such as the discount rate, revenue growth, profit margin and future P/E assumptions driving the latest price target update. What's in the News Nippon Paint Holdings is actively seeking acquisitions, with management describing two approaches: bolt-on deals pursued by partner companies in nearby geographies or related businesses, and larger, more autonomous assets similar to the DuluxGroup acquisition in 2019 and the AOC deal this year (Key Developments).
ナラティブ更新 • Dec 15

4612: Share Buyback And M&A Focus Will Drive Shareholder Value

Analysts have slightly trimmed their price target for Nippon Paint Holdings to approximately ¥1,245 from about ¥1,255. This reflects a modestly lower fair value and profit margin outlook, which is only partially offset by marginally stronger expected revenue growth and a slightly cheaper future earnings multiple.
ナラティブ更新 • Nov 30

4612: Share Buyback Program Will Drive Shareholder Value Through 2026

Analysts have slightly raised their price target for Nippon Paint Holdings from ¥1,250 to ¥1,254.55, citing marginal improvements in profitability as well as minor changes in discount rates and revenue forecasts. What's in the News Nippon Paint Holdings announced an Analyst/Investor Day event to engage with stakeholders and share business updates (Key Developments).
分析記事 • Nov 18

Nippon Paint Holdings Co., Ltd. Beat Analyst Estimates: See What The Consensus Is Forecasting For Next Year

Shareholders might have noticed that Nippon Paint Holdings Co., Ltd. ( TSE:4612 ) filed its third-quarter result this...
ナラティブ更新 • Nov 16

4612: Share Repurchase Program Will Drive Positive Momentum Through 2026

Analysts have revised their fair value estimate for Nippon Paint Holdings downward from ¥1,284 to ¥1,250 per share. This change reflects modest shifts in revenue growth projections and profit margin expectations.
分析記事 • Oct 28

Nippon Paint Holdings (TSE:4612) Will Pay A Dividend Of ¥8.00

Nippon Paint Holdings Co., Ltd.'s ( TSE:4612 ) investors are due to receive a payment of ¥8.00 per share on 30th of...
分析記事 • Oct 09

Nippon Paint Holdings' (TSE:4612) Dividend Will Be ¥8.00

Nippon Paint Holdings Co., Ltd. ( TSE:4612 ) has announced that it will pay a dividend of ¥8.00 per share on the 30th...
分析記事 • Sep 28

Is Nippon Paint Holdings Co., Ltd. (TSE:4612) Trading At A 38% Discount?

Key Insights The projected fair value for Nippon Paint Holdings is JP¥1,622 based on 2 Stage Free Cash Flow to Equity...
分析記事 • Sep 12

Nippon Paint Holdings (TSE:4612) Is Paying Out A Dividend Of ¥8.00

Nippon Paint Holdings Co., Ltd. ( TSE:4612 ) has announced that it will pay a dividend of ¥8.00 per share on the 30th...
ナラティブ更新 • Sep 06

US Infrastructure Recovery And Asia Pacific Expansion Will Unlock Opportunities

Nippon Paint Holdings saw its consensus analyst price target marginally reduced from ¥1293 to ¥1284, as both revenue growth forecasts and discount rate estimates remained effectively unchanged. Valuation Changes Summary of Valuation Changes for Nippon Paint Holdings The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from ¥1293 to ¥1284.
分析記事 • Aug 07

Nippon Paint Holdings (TSE:4612) Has A Pretty Healthy Balance Sheet

TSE:4612 1 Year Share Price vs Fair Value Explore Nippon Paint Holdings's Fair Values from the Community and select...
User avatar
新しいナラティブ • Nov 24

Expanding Into Emerging Markets Promises Revenue Growth Amid Global Challenges

Strategic cost reviews and personnel optimization in China aim to enhance margins and earnings growth.

業績と収益の成長予測

TSE:4612 - アナリストの将来予測と過去の財務データ ( )JPY Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20282,201,567225,017235,800312,1689
12/31/20272,091,574208,177208,881296,33811
12/31/20262,013,500193,708170,447272,20811
3/31/20261,858,785195,626183,380230,108N/A
12/31/20251,774,231179,800145,013187,526N/A
9/30/20251,734,351163,470130,748174,536N/A
6/30/20251,674,005148,452113,664160,720N/A
3/31/20251,660,125134,05592,330140,667N/A
12/31/20241,638,720127,337115,648167,401N/A
9/30/20241,579,443123,23594,281147,166N/A
6/30/20241,566,792123,917114,026158,527N/A
3/31/20241,496,680123,416154,284195,100N/A
12/31/20231,442,574118,476151,645189,755N/A
9/30/20231,414,983117,677132,805163,635N/A
6/30/20231,379,897111,759111,809148,867N/A
3/31/20231,354,13890,40773,643112,302N/A
12/31/20221,309,02179,41871,334112,351N/A
9/30/20221,241,93572,44637,88083,441N/A
6/30/20221,138,53860,82022,49666,335N/A
3/31/20221,051,94663,34524,18666,096N/A
12/31/2021998,27666,67928,04667,428N/A
9/30/2021955,10962,42946,49381,147N/A
6/30/2021917,49362,17461,57594,005N/A
3/31/2021849,65654,86362,46792,663N/A
12/31/2020781,14644,64859,80088,561N/A
9/30/2020759,18435,65752,58782,215N/A
6/30/2020725,02532,66845,16672,318N/A
3/31/2020707,56633,53943,42970,210N/A
12/31/2019692,00936,717N/A92,076N/A
9/30/2019651,71151,534N/AN/AN/A
6/30/2019629,09847,933N/A73,686N/A
3/31/2019626,85846,866N/AN/AN/A
12/31/2018627,67045,351N/A61,533N/A
9/30/2018623,55838,401N/AN/AN/A
6/30/2018624,50040,035N/A82,066N/A
3/31/2018617,64340,400N/AN/AN/A
12/31/2017605,25237,123N/A79,265N/A
12/31/2016600,80341,060N/A103,888N/A
9/30/2016526,92033,348N/A84,556N/A
6/30/2016536,98831,487N/AN/AN/A
3/31/2016535,74630,020N/A63,101N/A
12/31/2015474,44032,137N/AN/AN/A
9/30/2015396,614179,153N/A33,551N/A

アナリストによる今後の成長予測

収入対貯蓄率: 4612の予測収益成長率 (年間5.9% ) は 貯蓄率 ( 0.8% ) を上回っています。

収益対市場: 4612の収益 ( 5.9% ) JP市場 ( 10.2% ) よりも低い成長が予測されています。

高成長収益: 4612の収益は増加すると予測されていますが、大幅には増加しません。

収益対市場: 4612の収益 ( 5% ) JP市場 ( 6.4% ) よりも低い成長が予測されています。

高い収益成長: 4612の収益 ( 5% ) 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: 4612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 ( 10 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/07/23 17:03
終値2026/07/23 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
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
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Nippon Paint Holdings Co., Ltd. 11 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。16

アナリスト機関
Takashi EnomotoBofA Global Research
Yuta NishiyamaCitigroup Inc
Yifan ZhangCLSA