Nippon Concrete Industries（5269）株式概要日本コンクリート工業株式会社は、プレキャストコンクリート製品の製造、施工、販売を行っている。 詳細5269 ファンダメンタル分析スノーフレーク・スコア評価0/6将来の成長3/6過去の実績1/6財務の健全性6/6配当金2/6報酬収益は年間27.26%増加すると予測されています 今年は黒字化を達成 リスク分析2.96%の配当は、利益やフリーキャッシュフローによって十分にカバーされていない 財務結果に影響を与える大きな一時的項目 すべてのリスクチェックを見る5269 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.NEW487,274 membersJoin community and earn perksGain real feedbackFrom our editorial team, personally. Not silence.Grow your followingReal investors. The kind who actually invest, not scroll past.Unlock free accessFree premium subscription for consistent and quality authors.Learn moreCreate NarrativeBLINROAG487,274 investors already sharing narrativesYour Fair ValueJP¥Current PriceJP¥338.008.3% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-439m64b2016201920222025202620282031Revenue JP¥64.2bEarnings JP¥891.6mAdvancedSet Fair ValueView all narrativesNippon Concrete Industries Co., Ltd. 競合他社Kunimine IndustriesSymbol: TSE:5388Market cap: JP¥15.5bNozawaSymbol: TSE:5237Market cap: JP¥14.8bMino CeramicSymbol: TSE:5356Market cap: JP¥13.3bGEOSTRSymbol: TSE:5282Market cap: JP¥13.0b価格と性能株価の高値、安値、推移の概要Nippon Concrete Industries過去の株価現在の株価JP¥338.0052週高値JP¥430.0052週安値JP¥287.00ベータ0.311ヶ月の変化4.00%3ヶ月変化8.68%1年変化16.55%3年間の変化7.99%5年間の変化6.62%IPOからの変化-57.27%最新ニュースお知らせ • Jul 01Nippon Concrete Industries Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Nippon Concrete Industries Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026分析記事 • May 22Nippon Concrete Industries' (TSE:5269) Profits Appear To Have Quality IssuesFollowing the solid earnings report from Nippon Concrete Industries Co., Ltd. ( TSE:5269 ), the market responded by...Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥12.60 (up from JP¥3.85 loss in FY 2025). Revenue: JP¥49.2b (down 6.5% from FY 2025). Net income: JP¥684.0m (up JP¥893.0m from FY 2025). Profit margin: 1.4% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 37%. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.お知らせ • May 15Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 26, 2026Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 09Nippon Concrete Industries Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Nippon Concrete Industries Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 12 June 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).最新情報をもっと見るRecent updatesお知らせ • Jul 01Nippon Concrete Industries Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Nippon Concrete Industries Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026分析記事 • May 22Nippon Concrete Industries' (TSE:5269) Profits Appear To Have Quality IssuesFollowing the solid earnings report from Nippon Concrete Industries Co., Ltd. ( TSE:5269 ), the market responded by...Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥12.60 (up from JP¥3.85 loss in FY 2025). Revenue: JP¥49.2b (down 6.5% from FY 2025). Net income: JP¥684.0m (up JP¥893.0m from FY 2025). Profit margin: 1.4% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 37%. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.お知らせ • May 15Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 26, 2026Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 26, 2026.お知らせ • May 09Nippon Concrete Industries Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Nippon Concrete Industries Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 12 June 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥0.11 (vs JP¥0.52 in 3Q 2025)Third quarter 2026 results: EPS: JP¥0.11 (down from JP¥0.52 in 3Q 2025). Revenue: JP¥13.4b (down 2.0% from 3Q 2025). Net income: JP¥6.00m (down 79% from 3Q 2025). Profit margin: 0% (down from 0.2% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.分析記事 • Feb 15Nippon Concrete Industries (TSE:5269) Will Pay A Dividend Of ¥4.00Nippon Concrete Industries Co., Ltd. ( TSE:5269 ) will pay a dividend of ¥4.00 on the 12th of June. Despite the cut...お知らせ • Feb 15Nippon Concrete Industries Co., Ltd. Revises Consolidated Earnings Guidance for the Full Year Ending March 31, 2026Nippon Concrete Industries Co., Ltd. revised consolidated earnings guidance for the full year ending March 31, 2026. For the full year, the company expects net sales of JPY 49,000 million, operating profit of JPY 150 million, profit attributable to owners of parent of JPY 500 million and basic earnings per share of JPY 9.20 compared to previous guidance of net sales of JPY 55,000 million, operating profit of JPY 1,100 million, profit attributable to owners of parent of JPY 1,000 million and basic earnings per share of JPY 18.41. Reasons for revision of full-year consolidated financial result forecasts: Net sales are expected to be significantly lower than projections due to weak shipment growth in the Foundation Business caused by challenges in securing orders during the previous period, delays in projects during the latter half of the fiscal year, differences in the timing of inspections in the RC segment, etc. Profit projections have been revised downwards due mainly to a delay in the recovery of production volumes at manufacturing subsidiaries amid declining net sales, which is expected to lead to a deterioration in earnings. Although a decline in profits versus projections is expected as mentioned earlier, the year-end dividend is still scheduled to be JPY 4 as previously forecasted.分析記事 • Dec 16Nippon Concrete Industries (TSE:5269) Will Pay A Dividend Of ¥4.00The board of Nippon Concrete Industries Co., Ltd. ( TSE:5269 ) has announced that it will pay a dividend on the 12th of...お知らせ • Dec 12Nippon Concrete Industries Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026Nippon Concrete Industries Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026分析記事 • Dec 02Nippon Concrete Industries (TSE:5269) Is Due To Pay A Dividend Of ¥4.00Nippon Concrete Industries Co., Ltd. ( TSE:5269 ) will pay a dividend of ¥4.00 on the 12th of June. This means that the...Declared Dividend • Dec 02First half dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 30th March 2026 Payment date: 12th June 2026 Dividend yield will be 2.4%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having 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 4.8% per year over the past 10 years. However, payments have been volatile during that time.Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥5.76 (vs JP¥3.06 in 2Q 2025)Second quarter 2026 results: EPS: JP¥5.76 (up from JP¥3.06 in 2Q 2025). Revenue: JP¥12.9b (up 1.9% from 2Q 2025). Net income: JP¥312.9m (up 89% from 2Q 2025). Profit margin: 2.4% (up from 1.3% in 2Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.7%).New Risk • Sep 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (4.9% average weekly change).分析記事 • Aug 24Nippon Concrete Industries (TSE:5269) Has Announced That Its Dividend Will Be Reduced To ¥4.00The board of Nippon Concrete Industries Co., Ltd. ( TSE:5269 ) has announced it will be reducing its dividend by 38...お知らせ • Aug 23Nippon Concrete Industries Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025Nippon Concrete Industries Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥4.68 (vs JP¥4.43 in 1Q 2025)First quarter 2026 results: EPS: JP¥4.68 (up from JP¥4.43 in 1Q 2025). Revenue: JP¥10.9b (down 15% from 1Q 2025). Net income: JP¥254.0m (up 5.5% from 1Q 2025). Profit margin: 2.3% (up from 1.9% in 1Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.分析記事 • Jul 24Nippon Concrete Industries' (TSE:5269) Dividend Will Be Reduced To ¥4.00The board of Nippon Concrete Industries Co., Ltd. ( TSE:5269 ) has announced it will be reducing its dividend by 38...分析記事 • Jul 10Nippon Concrete Industries' (TSE:5269) Dividend Will Be Reduced To ¥4.00The board of Nippon Concrete Industries Co., Ltd. ( TSE:5269 ) has announced that the dividend on 2nd of December will...Declared Dividend • Jul 09Final dividend reduced to JP¥4.00Dividend of JP¥4.00 is 38% lower than last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (382% earnings payout ratio) and 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 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 324% to bring the payout ratio under control. EPS is expected to grow by 278% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.Reported Earnings • Jul 05Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: JP¥3.85 loss per share (down from JP¥11.31 profit in FY 2024). Revenue: JP¥52.7b (down 1.9% from FY 2024). Net loss: JP¥209.0m (down 134% from profit in FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • Jul 03Nippon Concrete Industries Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Nippon Concrete Industries Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025Reported Earnings • May 20Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: JP¥3.85 loss per share (down from JP¥11.31 profit in FY 2024). Revenue: JP¥52.7b (down 1.9% from FY 2024). Net loss: JP¥209.0m (down 134% from profit in FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.お知らせ • May 15Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 27, 2025Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 27, 2025.Upcoming Dividend • Mar 21Upcoming dividend of JP¥6.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 12 June 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).お知らせ • Mar 06Nippon Concrete Industries Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Nippon Concrete Industries Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025お知らせ • Feb 27Nippon Concrete Industries Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Nippon Concrete Industries Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 52,000 million, operating profit of JPY 1,200 million, profit attributable to owners of parent of JPY 550 million and basic earnings per share of JPY 10.12.Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥0.52 (vs JP¥2.39 in 3Q 2024)Third quarter 2025 results: EPS: JP¥0.52 (down from JP¥2.39 in 3Q 2024). Revenue: JP¥13.7b (down 1.1% from 3Q 2024). Net income: JP¥28.0m (down 79% from 3Q 2024). Profit margin: 0.2% (down from 0.9% in 3Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.お知らせ • Dec 04Nippon Concrete Industries Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Nippon Concrete Industries Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025Declared Dividend • Dec 03First half dividend of JP¥6.50 announcedShareholders will receive a dividend of JP¥6.50. Ex-date: 28th March 2025 Payment date: 12th June 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (123% earnings payout ratio) nor is it covered by cash flows (224% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 37% to bring the payout ratio under control. EPS is expected to grow by 186% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥379, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Basic Materials industry in Japan. Total returns to shareholders of 51% over the past three years.分析記事 • Nov 18Nippon Concrete Industries (TSE:5269) Has Some Way To Go To Become A Multi-BaggerIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...Upcoming Dividend • Sep 20Upcoming dividend of JP¥6.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 30 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.9%).お知らせ • Aug 20Nippon Concrete Industries Co., Ltd. to Report Q2, 2025 Results on Nov 14, 2024Nippon Concrete Industries Co., Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥5.80 (vs JP¥6.34 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.80 (down from JP¥6.34 in 1Q 2024). Revenue: JP¥13.0b (up 2.5% from 1Q 2024). Net income: JP¥315.0m (down 8.4% from 1Q 2024). Profit margin: 2.4% (down from 2.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.分析記事 • Aug 06Nippon Concrete Industries (TSE:5269) Is Finding It Tricky To Allocate Its CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Typically...New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change).Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥287, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Basic Materials industry in Japan. Total loss to shareholders of 2.2% over the past three years.Declared Dividend • Jul 11Final dividend of JP¥6.50 announcedShareholders will receive a dividend of JP¥6.50. Ex-date: 27th September 2024 Payment date: 30th December 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 122% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 06+ 2 more updatesNippon Concrete Industries Co., Ltd. Provides Dividend Guidance for the Second Quarter and Full Year Ending March 31, 2025Nippon Concrete Industries Co., Ltd. provided dividend guidance for the second quarter and full year ending March 31, 2025. For the quarter, the company expects dividend of JPY 6.50 per share. For the year, the company expects dividend of JPY 6.50 per share.Reported Earnings • May 21Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥11.31 (up from JP¥8.07 loss in FY 2023). Revenue: JP¥53.7b (up 1.3% from FY 2023). Net income: JP¥614.0m (up JP¥1.05b from FY 2023). Profit margin: 1.1% (up from net loss in FY 2023). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 53%. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.New Risk • May 21New major risk - Revenue and earnings growthEarnings have declined by 20% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 20% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.お知らせ • May 17Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 27, 2024Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 27, 2024.お知らせ • Mar 02Nippon Concrete Industries Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Nippon Concrete Industries Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024お知らせ • Feb 16Nippon Concrete Industries Co., Ltd. to Report Q3, 2024 Results on Mar 14, 2024Nippon Concrete Industries Co., Ltd. announced that they will report Q3, 2024 results on Mar 14, 2024お知らせ • Jan 31+ 1 more updateNippon Concrete Industries Co., Ltd. Announces Dividend for Second Quarter Ended September 30, 2023 and Provides Year-End Dividend Guidance for the Year Ending March 31, 2024Nippon Concrete Industries Co., Ltd. announced dividend for second quarter ended September 30, 2023. The company announced dividend of JPY 6.50 per share for the second quarter ended September 30, 2023.The company expects to pay year-end dividend of JPY 6.50 per share for the year ending March 31, 2024.Reported Earnings • Jan 23Second quarter 2024 earnings released: EPS: JP¥8.55 (vs JP¥0.70 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.55 (up from JP¥0.70 in 2Q 2023). Revenue: JP¥13.8b (down 2.2% from 2Q 2023). Net income: JP¥464.0m (up JP¥426.0m from 2Q 2023). Profit margin: 3.4% (up from 0.3% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.Reported Earnings • Nov 07First quarter 2024 earnings released: EPS: JP¥6.34 (vs JP¥0.20 in 1Q 2023)First quarter 2024 results: EPS: JP¥6.34 (up from JP¥0.20 in 1Q 2023). Revenue: JP¥12.6b (up 20% from 1Q 2023). Net income: JP¥344.0m (up JP¥333.0m from 1Q 2023). Profit margin: 2.7% (up from 0.1% in 1Q 2023). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.Reported Earnings • Aug 02Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥8.07 loss per share (down from JP¥15.62 profit in FY 2022). Revenue: JP¥53.0b (up 12% from FY 2022). Net loss: JP¥439.0m (down 150% from profit in FY 2022). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.New Risk • Jun 12New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 4.4% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.お知らせ • Jun 07+ 2 more updatesNippon Concrete Industries Co., Ltd. Announces Dividend Omission for the Year-Ended March 31, 2023Nippon Conre Industries Co., Ltd. announced no dividend (JPY 0.00) for the Year-Ended March 31, 2023.Reported Earnings • May 23Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥8.07 loss per share (down from JP¥15.62 profit in FY 2022). Revenue: JP¥53.0b (up 12% from FY 2022). Net loss: JP¥439.0m (down 150% from profit in FY 2022). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.お知らせ • May 21Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 29, 2023Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 29, 2023.Reported Earnings • Feb 16Third quarter 2023 earnings released: JP¥2.21 loss per share (vs JP¥9.73 profit in 3Q 2022)Third quarter 2023 results: JP¥2.21 loss per share (down from JP¥9.73 profit in 3Q 2022). Revenue: JP¥13.5b (down 1.7% from 3Q 2022). Net loss: JP¥120.0m (down 122% from profit in 3Q 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Basic Materials 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 fallen by 7% per year, which means it is significantly lagging earnings.お知らせ • Dec 03+ 1 more updateNippon Concrete Industries Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Nippon Concrete Industries Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 51,000 million against previous guidance of JPY 56,000 million. Operating profit to be JPY 100 million against previous guidance of JPY 1,650 million. Profit attributable to owners of parent to be JPY 20 million against previous guidance of JPY 1,110 million. Basic earnings per share to be JPY 0.37 against previous guidance of JPY 19.79.お知らせ • Nov 27Nippon Concrete Industries Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023Nippon Concrete Industries Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥0.70 (vs JP¥9.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥0.70 (down from JP¥9.62 in 2Q 2022). Revenue: JP¥14.1b (up 15% from 2Q 2022). Net income: JP¥38.0m (down 93% from 2Q 2022). Profit margin: 0.3% (down from 4.4% in 2Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. 2 independent directors (9 non-independent directors). Outside Independent Director Nobunori Ishizaki was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Upcoming Dividend • Sep 22Upcoming dividend of JP¥3.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).お知らせ • Aug 28Nippon Concrete Industries Co., Ltd. to Report Q2, 2023 Results on Nov 14, 2022Nippon Concrete Industries Co., Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022お知らせ • Aug 24+ 1 more updateNippon Concrete Industries Co., Ltd. Provides Dividend Guidance for the Second Quarter and Year End for the Financial Year 2023Nippon Concrete Industries Co., Ltd. expects to pay dividend of JPY 3.50 per share for the second quarter of 2023.The company expects to pay year end dividend of JPY 3.50 per share for the year ending March 31, 2023.Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥0.20 (vs JP¥1.83 in 1Q 2022)First quarter 2023 results: EPS: JP¥0.20 (down from JP¥1.83 in 1Q 2022). Revenue: JP¥10.5b (up 18% from 1Q 2022). Net income: JP¥11.0m (down 89% from 1Q 2022). Profit margin: 0.1% (down from 1.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 13%, compared to a 7.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 01Nippon Concrete Industries Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Nippon Concrete Industries Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022お知らせ • Jun 13+ 1 more updateNippon Concrete Industries Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Year Ending March 31, 2023Nippon Concrete Industries Co., Ltd. provided consolidated earnings guidance for the six months ending September 30, 2022 and year ending March 31, 2023. For the six months ending September 30, 2022, the company expects net sales of JPY 26,800 million, operating profit of JPY 660 million and profit attributable to owners of parent of JPY 530 million or JPY 9.45 per basic share.For the year ending March 31, 2023, the company expects net sales of JPY 56,000 million, operating profit of JPY 1,650 million and profit attributable to owners of parent f JPY 1,110 million or JPY 19.79 per basic share.Reported Earnings • May 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥15.58 (down from JP¥33.27 in FY 2021). Revenue: JP¥47.4b (down 3.1% from FY 2021). Net income: JP¥874.0m (down 53% from FY 2021). Profit margin: 1.8% (down from 3.8% in FY 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 40%. Over the next year, revenue is forecast to grow 16%, compared to a 5.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.お知らせ • May 15Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 29, 2022Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 29, 2022.Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. No independent directors (9 non-independent directors). External Director Hiroaki Matsuoka was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.お知らせ • Apr 08Nippon Concrete Industries Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Nippon Concrete Industries Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 15 June 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.7%).Reported Earnings • Feb 16Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥9.73 (down from JP¥11.95 in 3Q 2021). Revenue: JP¥13.7b (up 6.5% from 3Q 2021). Net income: JP¥546.0m (down 19% from 3Q 2021). Profit margin: 4.0% (down from 5.2% in 3Q 2021). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 7.8% while the industry in Japan is not expected to grow. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 25Nippon Concrete Industries Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2022Nippon Concrete Industries Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2022. For the year, the company expected net sales of JPY 51,000 million, operating profit of JPY 1,600 million and profit attributable to owners of parent of JPY 1,450 million or basic earnings per share of JPY 25.73.Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥9.62 (vs JP¥8.44 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥12.2b (up 3.2% from 2Q 2021). Net income: JP¥541.0m (up 14% from 2Q 2021). Profit margin: 4.4% (up from 4.0% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (2.4%).Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥1.63 (vs JP¥4.86 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥8.90b (down 19% from 1Q 2021). Net income: JP¥92.0m (down 66% from 1Q 2021). Profit margin: 1.0% (down from 2.5% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Mar 21Nippon Concrete Industries Co., Ltd. to Report Fiscal Year 2021 Results on May 13, 2021Nippon Concrete Industries Co., Ltd. announced that they will report fiscal year 2021 results on May 13, 2021お知らせ • Feb 26Nippon Concrete Industries Co., Ltd. Revises Earnings Guidance for the Year Ending March 31, 2021Nippon Concrete Industries Co., Ltd. revised earnings guidance for the year ending March 31, 2021. For the year, the company expects net sales of JPY 47,500 million, Operating profit of JPY 2,500 million, Profit attributable to owners of parent of JPY 1,600 million or JPY 28.49 per basic share against net sales of JPY 47,000 million, Operating profit of JPY 2,050 million, Profit attributable to owners of parent of JPY 1,350 million or JPY 24.03 per basic share expected previously.Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥437, the stock is trading at a trailing P/E ratio of 15.6x, up from the previous P/E ratio of 12.9x. This compares to an average P/E of 9x in the Basic Materials industry in Japan. Total return to shareholders over the past three years is a loss of 3.0%.Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥11.95 (vs JP¥0.13 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥12.9b (up 18% from 3Q 2020). Net income: JP¥671.0m (up JP¥664.0m from 3Q 2020). Profit margin: 5.2% (up from 0.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 3.8%, compared to a 1.8% growth forecast for the Basic Materials industry in Japan.Is New 90 Day High Low • Feb 12New 90-day high: JP¥342The company is up 7.0% from its price of JP¥320 on 13 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Basic Materials industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥485 per share.Is New 90 Day High Low • Jan 17New 90-day low: JP¥306The company is down 2.0% from its price of JP¥311 on 19 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥480 per share.お知らせ • Dec 05Nippon Concrete Industries Co., Ltd. to Report Q3, 2021 Results on Feb 12, 2021Nippon Concrete Industries Co., Ltd. announced that they will report Q3, 2021 results on Feb 12, 2021お知らせ • Sep 06Nippon Concrete Industries Co., Ltd. to Report Q2, 2021 Results on Nov 12, 2020Nippon Concrete Industries Co., Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020お知らせ • Jun 28Nippon Concrete Industries Co., Ltd. to Report Q1, 2021 Results on Aug 12, 2020Nippon Concrete Industries Co., Ltd. announced that they will report Q1, 2021 results on Aug 12, 2020株主還元5269JP Basic MaterialsJP 市場7D4.0%1.9%-0.5%1Y16.6%11.4%41.5%株主還元を見る業界別リターン: 5269過去 1 年間で11.4 % の収益を上げたJP Basic Materials業界を上回りました。リターン対市場: 5269は、過去 1 年間で41.5 % のリターンを上げたJP市場を下回りました。価格変動Is 5269's price volatile compared to industry and market?5269 volatility5269 Average Weekly Movement3.1%Basic Materials Industry Average Movement4.1%Market Average Movement4.3%10% most volatile stocks in JP Market9.2%10% least volatile stocks in JP Market2.1%安定した株価: 5269 、 JP市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: 5269の 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19481,351Yoshihiko Sugitawww.ncic.co.jp日本コンクリート工業株式会社は、プレキャストコンクリート製品の製造・施工・販売を行っている。送電線、通信線、携帯電話基地局、電鉄などのインフラ用ポール、スポーツネット用ポール、防災無線用ポール、照明用ポール、スピーカー用ポール、こいのぼり用支柱、風力発電用支柱、消防ホース用物干しポールなどの生活用ポール、ポール付属品などの単柱・フランジ柱を提供している。また、杭やプレキャストコンクリート壁、建築用杭、土木用杭、杭継手、杭頭処理、地熱発電システムなども提供している。さらに、トンネルシールド・覆工材、ボックスカルバート、土留め擁壁、グラウンドアンカー、コンクリート製マンホール・ハンドホール、鉄道橋用コンクリート壁、超高強度繊維補強コンクリート、プレキャストコンクリート製床パネル・建材などの土木製品、環境資材、防音建材なども提供している。日本、ミャンマー、インドネシアで事業を展開。同社は1948年に設立され、東京に本社を置く。もっと見るNippon Concrete Industries Co., Ltd. 基礎のまとめNippon Concrete Industries の収益と売上を時価総額と比較するとどうか。5269 基礎統計学時価総額JP¥18.34b収益（TTM）JP¥684.00m売上高(TTM)JP¥49.23b26.8xPER（株価収益率0.4xP/Sレシオ5269 は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計5269 損益計算書（TTM）収益JP¥49.23b売上原価JP¥41.07b売上総利益JP¥8.16bその他の費用JP¥7.48b収益JP¥684.00m直近の収益報告Mar 31, 2026次回決算日Aug 07, 2026一株当たり利益（EPS）12.60グロス・マージン16.57%純利益率1.39%有利子負債／自己資本比率25.7%5269 の長期的なパフォーマンスは？過去の実績と比較を見る配当金3.0%現在の配当利回り-393%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/07/09 22:58終値2026/07/09 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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。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 Concrete Industries Co., Ltd. 1 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Noritsugu HirakawaDaiwa Securities Co. Ltd.null nullDaiwa Securities Co. Ltd.Noritsugu HirakawaOkasan Securities Co. Ltd.1 その他のアナリストを表示
お知らせ • Jul 01Nippon Concrete Industries Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Nippon Concrete Industries Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
分析記事 • May 22Nippon Concrete Industries' (TSE:5269) Profits Appear To Have Quality IssuesFollowing the solid earnings report from Nippon Concrete Industries Co., Ltd. ( TSE:5269 ), the market responded by...
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥12.60 (up from JP¥3.85 loss in FY 2025). Revenue: JP¥49.2b (down 6.5% from FY 2025). Net income: JP¥684.0m (up JP¥893.0m from FY 2025). Profit margin: 1.4% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 37%. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.
お知らせ • May 15Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 26, 2026Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 09Nippon Concrete Industries Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Nippon Concrete Industries Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 12 June 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
お知らせ • Jul 01Nippon Concrete Industries Co., Ltd. to Report Q1, 2027 Results on Aug 07, 2026Nippon Concrete Industries Co., Ltd. announced that they will report Q1, 2027 results on Aug 07, 2026
分析記事 • May 22Nippon Concrete Industries' (TSE:5269) Profits Appear To Have Quality IssuesFollowing the solid earnings report from Nippon Concrete Industries Co., Ltd. ( TSE:5269 ), the market responded by...
Reported Earnings • May 20Full year 2026 earnings: EPS exceeds analyst expectationsFull year 2026 results: EPS: JP¥12.60 (up from JP¥3.85 loss in FY 2025). Revenue: JP¥49.2b (down 6.5% from FY 2025). Net income: JP¥684.0m (up JP¥893.0m from FY 2025). Profit margin: 1.4% (up from net loss in FY 2025). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 37%. Revenue is forecast to grow 5.0% p.a. on average during the next 2 years, compared to a 4.8% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 1% per year whereas the company’s share price has increased by 4% per year.
お知らせ • May 15Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 26, 2026Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 26, 2026.
お知らせ • May 09Nippon Concrete Industries Co., Ltd. to Report Fiscal Year 2026 Results on May 15, 2026Nippon Concrete Industries Co., Ltd. announced that they will report fiscal year 2026 results on May 15, 2026
Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 30 March 2026. Payment date: 12 June 2026. The company is not currently making a profit and is not cash flow positive. Trailing yield: 2.5%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (2.8%).
Reported Earnings • Feb 16Third quarter 2026 earnings released: EPS: JP¥0.11 (vs JP¥0.52 in 3Q 2025)Third quarter 2026 results: EPS: JP¥0.11 (down from JP¥0.52 in 3Q 2025). Revenue: JP¥13.4b (down 2.0% from 3Q 2025). Net income: JP¥6.00m (down 79% from 3Q 2025). Profit margin: 0% (down from 0.2% in 3Q 2025). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 2% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
分析記事 • Feb 15Nippon Concrete Industries (TSE:5269) Will Pay A Dividend Of ¥4.00Nippon Concrete Industries Co., Ltd. ( TSE:5269 ) will pay a dividend of ¥4.00 on the 12th of June. Despite the cut...
お知らせ • Feb 15Nippon Concrete Industries Co., Ltd. Revises Consolidated Earnings Guidance for the Full Year Ending March 31, 2026Nippon Concrete Industries Co., Ltd. revised consolidated earnings guidance for the full year ending March 31, 2026. For the full year, the company expects net sales of JPY 49,000 million, operating profit of JPY 150 million, profit attributable to owners of parent of JPY 500 million and basic earnings per share of JPY 9.20 compared to previous guidance of net sales of JPY 55,000 million, operating profit of JPY 1,100 million, profit attributable to owners of parent of JPY 1,000 million and basic earnings per share of JPY 18.41. Reasons for revision of full-year consolidated financial result forecasts: Net sales are expected to be significantly lower than projections due to weak shipment growth in the Foundation Business caused by challenges in securing orders during the previous period, delays in projects during the latter half of the fiscal year, differences in the timing of inspections in the RC segment, etc. Profit projections have been revised downwards due mainly to a delay in the recovery of production volumes at manufacturing subsidiaries amid declining net sales, which is expected to lead to a deterioration in earnings. Although a decline in profits versus projections is expected as mentioned earlier, the year-end dividend is still scheduled to be JPY 4 as previously forecasted.
分析記事 • Dec 16Nippon Concrete Industries (TSE:5269) Will Pay A Dividend Of ¥4.00The board of Nippon Concrete Industries Co., Ltd. ( TSE:5269 ) has announced that it will pay a dividend on the 12th of...
お知らせ • Dec 12Nippon Concrete Industries Co., Ltd. to Report Q3, 2026 Results on Feb 13, 2026Nippon Concrete Industries Co., Ltd. announced that they will report Q3, 2026 results on Feb 13, 2026
分析記事 • Dec 02Nippon Concrete Industries (TSE:5269) Is Due To Pay A Dividend Of ¥4.00Nippon Concrete Industries Co., Ltd. ( TSE:5269 ) will pay a dividend of ¥4.00 on the 12th of June. This means that the...
Declared Dividend • Dec 02First half dividend of JP¥4.00 announcedShareholders will receive a dividend of JP¥4.00. Ex-date: 30th March 2026 Payment date: 12th June 2026 Dividend yield will be 2.4%, which is about the same as the industry average. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months and having 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 4.8% per year over the past 10 years. However, payments have been volatile during that time.
Reported Earnings • Nov 18Second quarter 2026 earnings released: EPS: JP¥5.76 (vs JP¥3.06 in 2Q 2025)Second quarter 2026 results: EPS: JP¥5.76 (up from JP¥3.06 in 2Q 2025). Revenue: JP¥12.9b (up 1.9% from 2Q 2025). Net income: JP¥312.9m (up 89% from 2Q 2025). Profit margin: 2.4% (up from 1.3% in 2Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 3.8% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 1% per year but the company’s share price has increased by 11% per year, which means it is well ahead of earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 02 December 2025. The company is not currently making a profit and is not cash flow positive. Trailing yield: 3.8%. Within top quartile of Japanese dividend payers (3.6%). Higher than average of industry peers (2.7%).
New Risk • Sep 12New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 4.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (4.9% average weekly change).
分析記事 • Aug 24Nippon Concrete Industries (TSE:5269) Has Announced That Its Dividend Will Be Reduced To ¥4.00The board of Nippon Concrete Industries Co., Ltd. ( TSE:5269 ) has announced it will be reducing its dividend by 38...
お知らせ • Aug 23Nippon Concrete Industries Co., Ltd. to Report Q2, 2026 Results on Nov 14, 2025Nippon Concrete Industries Co., Ltd. announced that they will report Q2, 2026 results on Nov 14, 2025
Reported Earnings • Aug 10First quarter 2026 earnings released: EPS: JP¥4.68 (vs JP¥4.43 in 1Q 2025)First quarter 2026 results: EPS: JP¥4.68 (up from JP¥4.43 in 1Q 2025). Revenue: JP¥10.9b (down 15% from 1Q 2025). Net income: JP¥254.0m (up 5.5% from 1Q 2025). Profit margin: 2.3% (up from 1.9% in 1Q 2025). Revenue is forecast to grow 3.6% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
分析記事 • Jul 24Nippon Concrete Industries' (TSE:5269) Dividend Will Be Reduced To ¥4.00The board of Nippon Concrete Industries Co., Ltd. ( TSE:5269 ) has announced it will be reducing its dividend by 38...
分析記事 • Jul 10Nippon Concrete Industries' (TSE:5269) Dividend Will Be Reduced To ¥4.00The board of Nippon Concrete Industries Co., Ltd. ( TSE:5269 ) has announced that the dividend on 2nd of December will...
Declared Dividend • Jul 09Final dividend reduced to JP¥4.00Dividend of JP¥4.00 is 38% lower than last year. Ex-date: 29th September 2025 Payment date: 2nd December 2025 Dividend yield will be 3.6%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (382% earnings payout ratio) and 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 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 324% to bring the payout ratio under control. EPS is expected to grow by 278% over the next 3 years, which means the dividend may need to be reduced to reach a sustainable payout ratio.
Reported Earnings • Jul 05Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: JP¥3.85 loss per share (down from JP¥11.31 profit in FY 2024). Revenue: JP¥52.7b (down 1.9% from FY 2024). Net loss: JP¥209.0m (down 134% from profit in FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • Jul 03Nippon Concrete Industries Co., Ltd. to Report Q1, 2026 Results on Aug 08, 2025Nippon Concrete Industries Co., Ltd. announced that they will report Q1, 2026 results on Aug 08, 2025
Reported Earnings • May 20Full year 2025 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2025 results: JP¥3.85 loss per share (down from JP¥11.31 profit in FY 2024). Revenue: JP¥52.7b (down 1.9% from FY 2024). Net loss: JP¥209.0m (down 134% from profit in FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 4.4% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
お知らせ • May 15Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 27, 2025Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 27, 2025.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥6.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 12 June 2025. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 3.5%. Lower than top quartile of Japanese dividend payers (3.7%). Higher than average of industry peers (2.8%).
お知らせ • Mar 06Nippon Concrete Industries Co., Ltd. to Report Fiscal Year 2025 Results on May 15, 2025Nippon Concrete Industries Co., Ltd. announced that they will report fiscal year 2025 results on May 15, 2025
お知らせ • Feb 27Nippon Concrete Industries Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2025Nippon Concrete Industries Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2025. For the year, the company expects net sales of JPY 52,000 million, operating profit of JPY 1,200 million, profit attributable to owners of parent of JPY 550 million and basic earnings per share of JPY 10.12.
Reported Earnings • Feb 16Third quarter 2025 earnings released: EPS: JP¥0.52 (vs JP¥2.39 in 3Q 2024)Third quarter 2025 results: EPS: JP¥0.52 (down from JP¥2.39 in 3Q 2024). Revenue: JP¥13.7b (down 1.1% from 3Q 2024). Net income: JP¥28.0m (down 79% from 3Q 2024). Profit margin: 0.2% (down from 0.9% in 3Q 2024). Revenue is forecast to grow 5.5% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has increased by 7% per year, which means it is well ahead of earnings.
お知らせ • Dec 04Nippon Concrete Industries Co., Ltd. to Report Q3, 2025 Results on Feb 14, 2025Nippon Concrete Industries Co., Ltd. announced that they will report Q3, 2025 results on Feb 14, 2025
Declared Dividend • Dec 03First half dividend of JP¥6.50 announcedShareholders will receive a dividend of JP¥6.50. Ex-date: 28th March 2025 Payment date: 12th June 2025 Dividend yield will be 3.4%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is not covered by earnings (123% earnings payout ratio) nor is it covered by cash flows (224% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. The company's earnings per share (EPS) would need to grow by 37% to bring the payout ratio under control. EPS is expected to grow by 186% over the next 3 years, which is sufficient to bring the dividend into a sustainable range.
Valuation Update With 7 Day Price Move • Nov 20Investor sentiment improves as stock rises 15%After last week's 15% share price gain to JP¥379, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 9x in the Basic Materials industry in Japan. Total returns to shareholders of 51% over the past three years.
分析記事 • Nov 18Nippon Concrete Industries (TSE:5269) Has Some Way To Go To Become A Multi-BaggerIf you're looking for a multi-bagger, there's a few things to keep an eye out for. Typically, we'll want to notice a...
Upcoming Dividend • Sep 20Upcoming dividend of JP¥6.50 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 30 December 2024. The company is paying out more than 100% of its profits but is generating plenty of cash to support the dividend. Trailing yield: 3.7%. Lower than top quartile of Japanese dividend payers (3.8%). Higher than average of industry peers (2.9%).
お知らせ • Aug 20Nippon Concrete Industries Co., Ltd. to Report Q2, 2025 Results on Nov 14, 2024Nippon Concrete Industries Co., Ltd. announced that they will report Q2, 2025 results on Nov 14, 2024
Reported Earnings • Aug 14First quarter 2025 earnings released: EPS: JP¥5.80 (vs JP¥6.34 in 1Q 2024)First quarter 2025 results: EPS: JP¥5.80 (down from JP¥6.34 in 1Q 2024). Revenue: JP¥13.0b (up 2.5% from 1Q 2024). Net income: JP¥315.0m (down 8.4% from 1Q 2024). Profit margin: 2.4% (down from 2.7% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 3.9% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has increased by 5% per year, which means it is well ahead of earnings.
分析記事 • Aug 06Nippon Concrete Industries (TSE:5269) Is Finding It Tricky To Allocate Its CapitalIf we're looking to avoid a business that is in decline, what are the trends that can warn us ahead of time? Typically...
New Risk • Aug 05New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Japanese stocks, typically moving 6.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (6.5% average weekly change).
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 25%After last week's 25% share price decline to JP¥287, the stock trades at a forward P/E ratio of 10x. Average forward P/E is 11x in the Basic Materials industry in Japan. Total loss to shareholders of 2.2% over the past three years.
Declared Dividend • Jul 11Final dividend of JP¥6.50 announcedShareholders will receive a dividend of JP¥6.50. Ex-date: 27th September 2024 Payment date: 30th December 2024 Dividend yield will be 3.3%, which is higher than the industry average of 2.5%. Sustainability & Growth Dividend is covered by both earnings (62% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 10% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 122% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 06+ 2 more updatesNippon Concrete Industries Co., Ltd. Provides Dividend Guidance for the Second Quarter and Full Year Ending March 31, 2025Nippon Concrete Industries Co., Ltd. provided dividend guidance for the second quarter and full year ending March 31, 2025. For the quarter, the company expects dividend of JPY 6.50 per share. For the year, the company expects dividend of JPY 6.50 per share.
Reported Earnings • May 21Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: EPS: JP¥11.31 (up from JP¥8.07 loss in FY 2023). Revenue: JP¥53.7b (up 1.3% from FY 2023). Net income: JP¥614.0m (up JP¥1.05b from FY 2023). Profit margin: 1.1% (up from net loss in FY 2023). Revenue missed analyst estimates by 2.5%. Earnings per share (EPS) also missed analyst estimates by 53%. Revenue is forecast to grow 4.3% p.a. on average during the next 2 years, compared to a 3.2% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
New Risk • May 21New major risk - Revenue and earnings growthEarnings have declined by 20% per year over the past 5 years. 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 declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. 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 have declined by 20% per year over the past 5 years. Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
お知らせ • May 17Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 27, 2024Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 27, 2024.
お知らせ • Mar 02Nippon Concrete Industries Co., Ltd. to Report Fiscal Year 2024 Results on May 15, 2024Nippon Concrete Industries Co., Ltd. announced that they will report fiscal year 2024 results on May 15, 2024
お知らせ • Feb 16Nippon Concrete Industries Co., Ltd. to Report Q3, 2024 Results on Mar 14, 2024Nippon Concrete Industries Co., Ltd. announced that they will report Q3, 2024 results on Mar 14, 2024
お知らせ • Jan 31+ 1 more updateNippon Concrete Industries Co., Ltd. Announces Dividend for Second Quarter Ended September 30, 2023 and Provides Year-End Dividend Guidance for the Year Ending March 31, 2024Nippon Concrete Industries Co., Ltd. announced dividend for second quarter ended September 30, 2023. The company announced dividend of JPY 6.50 per share for the second quarter ended September 30, 2023.The company expects to pay year-end dividend of JPY 6.50 per share for the year ending March 31, 2024.
Reported Earnings • Jan 23Second quarter 2024 earnings released: EPS: JP¥8.55 (vs JP¥0.70 in 2Q 2023)Second quarter 2024 results: EPS: JP¥8.55 (up from JP¥0.70 in 2Q 2023). Revenue: JP¥13.8b (down 2.2% from 2Q 2023). Net income: JP¥464.0m (up JP¥426.0m from 2Q 2023). Profit margin: 3.4% (up from 0.3% in 2Q 2023). The increase in margin was driven by lower expenses. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
Reported Earnings • Nov 07First quarter 2024 earnings released: EPS: JP¥6.34 (vs JP¥0.20 in 1Q 2023)First quarter 2024 results: EPS: JP¥6.34 (up from JP¥0.20 in 1Q 2023). Revenue: JP¥12.6b (up 20% from 1Q 2023). Net income: JP¥344.0m (up JP¥333.0m from 1Q 2023). Profit margin: 2.7% (up from 0.1% in 1Q 2023). Revenue is forecast to grow 1.8% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 54% per year but the company’s share price has increased by 1% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 02Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥8.07 loss per share (down from JP¥15.62 profit in FY 2022). Revenue: JP¥53.0b (up 12% from FY 2022). Net loss: JP¥439.0m (down 150% from profit in FY 2022). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
New Risk • Jun 12New major risk - Dividend sustainabilityThe dividend is not well covered by earnings and cash flows. The company is paying a dividend despite being loss-making. The company is paying a dividend despite having no free cash flows. Dividend yield: 4.4% This is considered a major risk. Companies that pay out too much of their earnings and cash flows are at risk of having to reduce or cut their dividend in future. If earnings or cash flows stagnate or fall, then there may not be enough to maintain the same dividend. Or in extreme cases, companies may opt to dig into capital reserves or take on debt to maintain the dividend. For dividend paying companies, any reduction in the dividend can significantly impact the share price. This is currently the only risk that has been identified for the company.
お知らせ • Jun 07+ 2 more updatesNippon Concrete Industries Co., Ltd. Announces Dividend Omission for the Year-Ended March 31, 2023Nippon Conre Industries Co., Ltd. announced no dividend (JPY 0.00) for the Year-Ended March 31, 2023.
Reported Earnings • May 23Full year 2023 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2023 results: JP¥8.07 loss per share (down from JP¥15.62 profit in FY 2022). Revenue: JP¥53.0b (up 12% from FY 2022). Net loss: JP¥439.0m (down 150% from profit in FY 2022). Revenue exceeded analyst estimates by 3.4%. Earnings per share (EPS) missed analyst estimates. Revenue is forecast to grow 3.5% p.a. on average during the next 2 years, compared to a 4.9% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
お知らせ • May 21Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 29, 2023Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 29, 2023.
Reported Earnings • Feb 16Third quarter 2023 earnings released: JP¥2.21 loss per share (vs JP¥9.73 profit in 3Q 2022)Third quarter 2023 results: JP¥2.21 loss per share (down from JP¥9.73 profit in 3Q 2022). Revenue: JP¥13.5b (down 1.7% from 3Q 2022). Net loss: JP¥120.0m (down 122% from profit in 3Q 2022). Revenue is forecast to grow 6.7% p.a. on average during the next 3 years, compared to a 5.0% growth forecast for the Basic Materials 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 fallen by 7% per year, which means it is significantly lagging earnings.
お知らせ • Dec 03+ 1 more updateNippon Concrete Industries Co., Ltd. Revises Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Nippon Concrete Industries Co., Ltd. revised consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects net sales to be JPY 51,000 million against previous guidance of JPY 56,000 million. Operating profit to be JPY 100 million against previous guidance of JPY 1,650 million. Profit attributable to owners of parent to be JPY 20 million against previous guidance of JPY 1,110 million. Basic earnings per share to be JPY 0.37 against previous guidance of JPY 19.79.
お知らせ • Nov 27Nippon Concrete Industries Co., Ltd. to Report Q3, 2023 Results on Feb 14, 2023Nippon Concrete Industries Co., Ltd. announced that they will report Q3, 2023 results on Feb 14, 2023
Reported Earnings • Nov 16Second quarter 2023 earnings released: EPS: JP¥0.70 (vs JP¥9.62 in 2Q 2022)Second quarter 2023 results: EPS: JP¥0.70 (down from JP¥9.62 in 2Q 2022). Revenue: JP¥14.1b (up 15% from 2Q 2022). Net income: JP¥38.0m (down 93% from 2Q 2022). Profit margin: 0.3% (down from 4.4% in 2Q 2022). Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 5.8% growth forecast for the Basic Materials industry in Japan. Over the last 3 years on average, earnings per share has increased by 28% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Board Change • Nov 16Less than half of directors are independentNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 8 experienced directors. 4 highly experienced directors. 2 independent directors (9 non-independent directors). Outside Independent Director Nobunori Ishizaki was the last independent director to join the board, commencing their role in 2017. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥3.50 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 01 December 2022. Payout ratio is a comfortable 64% and this is well supported by cash flows. Trailing yield: 2.7%. Lower than top quartile of Japanese dividend payers (3.7%). In line with average of industry peers (2.9%).
お知らせ • Aug 28Nippon Concrete Industries Co., Ltd. to Report Q2, 2023 Results on Nov 14, 2022Nippon Concrete Industries Co., Ltd. announced that they will report Q2, 2023 results on Nov 14, 2022
お知らせ • Aug 24+ 1 more updateNippon Concrete Industries Co., Ltd. Provides Dividend Guidance for the Second Quarter and Year End for the Financial Year 2023Nippon Concrete Industries Co., Ltd. expects to pay dividend of JPY 3.50 per share for the second quarter of 2023.The company expects to pay year end dividend of JPY 3.50 per share for the year ending March 31, 2023.
Reported Earnings • Aug 12First quarter 2023 earnings released: EPS: JP¥0.20 (vs JP¥1.83 in 1Q 2022)First quarter 2023 results: EPS: JP¥0.20 (down from JP¥1.83 in 1Q 2022). Revenue: JP¥10.5b (up 18% from 1Q 2022). Net income: JP¥11.0m (down 89% from 1Q 2022). Profit margin: 0.1% (down from 1.2% in 1Q 2022). The decrease in margin was driven by higher expenses. Over the next year, revenue is forecast to grow 13%, compared to a 7.4% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 01Nippon Concrete Industries Co., Ltd. to Report Q1, 2023 Results on Aug 10, 2022Nippon Concrete Industries Co., Ltd. announced that they will report Q1, 2023 results on Aug 10, 2022
お知らせ • Jun 13+ 1 more updateNippon Concrete Industries Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 30, 2022 and Year Ending March 31, 2023Nippon Concrete Industries Co., Ltd. provided consolidated earnings guidance for the six months ending September 30, 2022 and year ending March 31, 2023. For the six months ending September 30, 2022, the company expects net sales of JPY 26,800 million, operating profit of JPY 660 million and profit attributable to owners of parent of JPY 530 million or JPY 9.45 per basic share.For the year ending March 31, 2023, the company expects net sales of JPY 56,000 million, operating profit of JPY 1,650 million and profit attributable to owners of parent f JPY 1,110 million or JPY 19.79 per basic share.
Reported Earnings • May 17Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥15.58 (down from JP¥33.27 in FY 2021). Revenue: JP¥47.4b (down 3.1% from FY 2021). Net income: JP¥874.0m (down 53% from FY 2021). Profit margin: 1.8% (down from 3.8% in FY 2021). The decrease in margin was driven by lower revenue. Revenue missed analyst estimates by 4.7%. Earnings per share (EPS) also missed analyst estimates by 40%. Over the next year, revenue is forecast to grow 16%, compared to a 5.9% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
お知らせ • May 15Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 29, 2022Nippon Concrete Industries Co., Ltd., Annual General Meeting, Jun 29, 2022.
Board Change • Apr 27No independent directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 7 experienced directors. 5 highly experienced directors. No independent directors (9 non-independent directors). External Director Hiroaki Matsuoka was the last director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of independent directors. Insufficient board refreshment.
お知らせ • Apr 08Nippon Concrete Industries Co., Ltd. to Report Fiscal Year 2022 Results on May 13, 2022Nippon Concrete Industries Co., Ltd. announced that they will report fiscal year 2022 results on May 13, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 15 June 2022. Payout ratio is a comfortable 38% and this is well supported by cash flows. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.4%). In line with average of industry peers (2.7%).
Reported Earnings • Feb 16Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥9.73 (down from JP¥11.95 in 3Q 2021). Revenue: JP¥13.7b (up 6.5% from 3Q 2021). Net income: JP¥546.0m (down 19% from 3Q 2021). Profit margin: 4.0% (down from 5.2% in 3Q 2021). Revenue exceeded analyst estimates by 13%. Earnings per share (EPS) were mostly in line with analyst estimates. Over the next year, revenue is forecast to grow 7.8% while the industry in Japan is not expected to grow. Over the last 3 years on average, earnings per share has increased by 30% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 25Nippon Concrete Industries Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2022Nippon Concrete Industries Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2022. For the year, the company expected net sales of JPY 51,000 million, operating profit of JPY 1,600 million and profit attributable to owners of parent of JPY 1,450 million or basic earnings per share of JPY 25.73.
Reported Earnings • Nov 15Second quarter 2022 earnings released: EPS JP¥9.62 (vs JP¥8.44 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥12.2b (up 3.2% from 2Q 2021). Net income: JP¥541.0m (up 14% from 2Q 2021). Profit margin: 4.4% (up from 4.0% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥4.50 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 01 December 2021. Trailing yield: 2.9%. Lower than top quartile of Japanese dividend payers (3.0%). Higher than average of industry peers (2.4%).
Reported Earnings • Aug 13First quarter 2022 earnings released: EPS JP¥1.63 (vs JP¥4.86 in 1Q 2021)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥8.90b (down 19% from 1Q 2021). Net income: JP¥92.0m (down 66% from 1Q 2021). Profit margin: 1.0% (down from 2.5% in 1Q 2021). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 4% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Mar 21Nippon Concrete Industries Co., Ltd. to Report Fiscal Year 2021 Results on May 13, 2021Nippon Concrete Industries Co., Ltd. announced that they will report fiscal year 2021 results on May 13, 2021
お知らせ • Feb 26Nippon Concrete Industries Co., Ltd. Revises Earnings Guidance for the Year Ending March 31, 2021Nippon Concrete Industries Co., Ltd. revised earnings guidance for the year ending March 31, 2021. For the year, the company expects net sales of JPY 47,500 million, Operating profit of JPY 2,500 million, Profit attributable to owners of parent of JPY 1,600 million or JPY 28.49 per basic share against net sales of JPY 47,000 million, Operating profit of JPY 2,050 million, Profit attributable to owners of parent of JPY 1,350 million or JPY 24.03 per basic share expected previously.
Valuation Update With 7 Day Price Move • Feb 25Investor sentiment improved over the past weekAfter last week's 21% share price gain to JP¥437, the stock is trading at a trailing P/E ratio of 15.6x, up from the previous P/E ratio of 12.9x. This compares to an average P/E of 9x in the Basic Materials industry in Japan. Total return to shareholders over the past three years is a loss of 3.0%.
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥11.95 (vs JP¥0.13 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥12.9b (up 18% from 3Q 2020). Net income: JP¥671.0m (up JP¥664.0m from 3Q 2020). Profit margin: 5.2% (up from 0.1% in 3Q 2020). The increase in margin was driven by higher revenue. Over the last 3 years on average, earnings per share has fallen by 35% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectations, earnings disappointRevenue exceeded analyst estimates by 7.2%. Earnings per share (EPS) missed analyst estimates. Over the next year, revenue is forecast to grow 3.8%, compared to a 1.8% growth forecast for the Basic Materials industry in Japan.
Is New 90 Day High Low • Feb 12New 90-day high: JP¥342The company is up 7.0% from its price of JP¥320 on 13 November 2020. The Japanese market is up 13% over the last 90 days, indicating the company underperformed over that time. However, it outperformed the Basic Materials industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥485 per share.
Is New 90 Day High Low • Jan 17New 90-day low: JP¥306The company is down 2.0% from its price of JP¥311 on 19 October 2020. The Japanese market is up 14% over the last 90 days, indicating the company underperformed over that time. It also underperformed the Basic Materials industry, which is up 4.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is JP¥480 per share.
お知らせ • Dec 05Nippon Concrete Industries Co., Ltd. to Report Q3, 2021 Results on Feb 12, 2021Nippon Concrete Industries Co., Ltd. announced that they will report Q3, 2021 results on Feb 12, 2021
お知らせ • Sep 06Nippon Concrete Industries Co., Ltd. to Report Q2, 2021 Results on Nov 12, 2020Nippon Concrete Industries Co., Ltd. announced that they will report Q2, 2021 results on Nov 12, 2020
お知らせ • Jun 28Nippon Concrete Industries Co., Ltd. to Report Q1, 2021 Results on Aug 12, 2020Nippon Concrete Industries Co., Ltd. announced that they will report Q1, 2021 results on Aug 12, 2020
