NANKAI（9044）株式概要南海株式会社は日本の鉄道会社である。 詳細9044 ファンダメンタル分析スノーフレーク・スコア評価2/6将来の成長1/6過去の実績4/6財務の健全性2/6配当金3/6報酬株価収益率（ 12 x） JP市場（ 13.6 x）を下回っています。収益は年間2.57%増加すると予測されています 過去1年間で収益は11.7%増加しました リスク分析負債は営業キャッシュフローで十分にカバーされていない 1.97%の配当はフリーキャッシュフローで十分にカバーされていない すべてのリスクチェックを見る9044 Community Fair Values Create NarrativeSee what others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair ValueJP¥Current PriceJP¥2.79k5.6% 割安 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture-2b309b2016201920222025202620282031Revenue JP¥308.8bEarnings JP¥29.3bAdvancedSet Fair ValueView all narrativesNANKAI Co., Ltd. 競合他社Nagoya RailroadSymbol: TSE:9048Market cap: JP¥368.7bSotetsu HoldingsSymbol: TSE:9003Market cap: JP¥238.5bKeikyuSymbol: TSE:9006Market cap: JP¥401.4bKeioSymbol: TSE:9008Market cap: JP¥430.2b価格と性能株価の高値、安値、推移の概要NANKAI過去の株価現在の株価JP¥2,790.5052週高値JP¥3,318.0052週安値JP¥2,121.50ベータ01ヶ月の変化-6.56%3ヶ月変化-5.44%1年変化28.48%3年間の変化-13.31%5年間の変化15.12%IPOからの変化-38.51%最新ニュースお知らせ • Jun 06NANKAI Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026NANKAI Co., Ltd. announced that they will report Q1, 2027 results on Jul 30, 2026お知らせ • Apr 30NANKAI Co., Ltd., Annual General Meeting, Jun 16, 2026NANKAI Co., Ltd., Annual General Meeting, Jun 16, 2026.お知らせ • Apr 16NANKAI Co., Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026NANKAI Co., Ltd. announced that they will report fiscal year 2026 results on Apr 30, 2026New Risk • Feb 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.6% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥74.90 (vs JP¥67.65 in 3Q 2025)Third quarter 2026 results: EPS: JP¥74.90 (up from JP¥67.65 in 3Q 2025). Revenue: JP¥68.9b (up 8.4% from 3Q 2025). Net income: JP¥8.17b (up 6.7% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 07Nankai Electric Railway (TSE:9044) Is Due To Pay A Dividend Of ¥25.00Nankai Electric Railway Co., Ltd. ( TSE:9044 ) has announced that it will pay a dividend of ¥25.00 per share on the...最新情報をもっと見るRecent updatesお知らせ • Jun 06NANKAI Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026NANKAI Co., Ltd. announced that they will report Q1, 2027 results on Jul 30, 2026お知らせ • Apr 30NANKAI Co., Ltd., Annual General Meeting, Jun 16, 2026NANKAI Co., Ltd., Annual General Meeting, Jun 16, 2026.お知らせ • Apr 16NANKAI Co., Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026NANKAI Co., Ltd. announced that they will report fiscal year 2026 results on Apr 30, 2026New Risk • Feb 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.6% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥74.90 (vs JP¥67.65 in 3Q 2025)Third quarter 2026 results: EPS: JP¥74.90 (up from JP¥67.65 in 3Q 2025). Revenue: JP¥68.9b (up 8.4% from 3Q 2025). Net income: JP¥8.17b (up 6.7% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.分析記事 • Dec 07Nankai Electric Railway (TSE:9044) Is Due To Pay A Dividend Of ¥25.00Nankai Electric Railway Co., Ltd. ( TSE:9044 ) has announced that it will pay a dividend of ¥25.00 per share on the...Declared Dividend • Dec 06First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Nov 29Nankai Electric Railway Co., Ltd. to Report Q3, 2026 Results on Jan 29, 2026Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026分析記事 • Nov 28Returns Are Gaining Momentum At Nankai Electric Railway (TSE:9044)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥58.35 (vs JP¥51.51 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.35 (up from JP¥51.51 in 2Q 2025). Revenue: JP¥63.8b (flat on 2Q 2025). Net income: JP¥6.49b (up 11% from 2Q 2025). Profit margin: 10% (up from 9.1% in 2Q 2025). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.お知らせ • Oct 01Nankai Electric Railway Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.8%).Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥67.11 (vs JP¥59.33 in 1Q 2025)First quarter 2026 results: EPS: JP¥67.11 (up from JP¥59.33 in 1Q 2025). Revenue: JP¥62.7b (up 5.0% from 1Q 2025). Net income: JP¥7.60b (up 13% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • Jul 30Nankai Electric Railway Co., Ltd. (TSE:9044) announces an Equity Buyback for 6,000,000 shares, representing 5.29% for ¥12,000 million.Nankai Electric Railway Co., Ltd. (TSE:9044) announces a share repurchase program. Under the program, the company will repurchase up to 6,000,000 shares, representing 5.29% of its share capital for ¥12,000 million. The purpose of the program is to increase the distribution of benefits to shareholders and thereby enhance our communication capabilities with the capital markets. The program will expire on January 30, 2026. As of June 30, 2025, the company had 113,319,032 shares in issue and 83,414 Shares in treasury.分析記事 • Jul 24Nankai Electric Railway (TSE:9044) Has Announced A Dividend Of ¥20.00The board of Nankai Electric Railway Co., Ltd. ( TSE:9044 ) has announced that it will pay a dividend on the 5th of...分析記事 • Jul 10Nankai Electric Railway (TSE:9044) Is Due To Pay A Dividend Of ¥20.00The board of Nankai Electric Railway Co., Ltd. ( TSE:9044 ) has announced that it will pay a dividend on the 5th of...Declared Dividend • Jul 09Final dividend increased to JP¥20.00Dividend of JP¥20.00 is 14% higher than last year. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (61% cash payout ratio). 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. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend.Reported Earnings • Jun 20Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥199 (down from JP¥211 in FY 2024). Revenue: JP¥260.8b (up 7.9% from FY 2024). Net income: JP¥22.5b (down 6.0% from FY 2024). Profit margin: 8.6% (down from 9.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 2.3%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% 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 • Jun 10Nankai Electric Railway Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025Reported Earnings • May 01Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥199 (down from JP¥211 in FY 2024). Revenue: JP¥260.8b (up 7.9% from FY 2024). Net income: JP¥22.5b (down 6.0% from FY 2024). Profit margin: 8.6% (down from 9.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 2.3%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.お知らせ • Apr 30Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 18, 2025Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 18, 2025.分析記事 • Apr 15Nankai Electric Railway Co., Ltd.'s (TSE:9044) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Nankai Electric Railway Co., Ltd.'s ( TSE:9044 ) price-to-earnings (or "P/E") ratio of...お知らせ • Mar 27Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2025Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2025Upcoming Dividend • Mar 21Upcoming dividend of JP¥17.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥67.65 (vs JP¥115 in 3Q 2024)Third quarter 2025 results: EPS: JP¥67.65 (down from JP¥115 in 3Q 2024). Revenue: JP¥63.5b (down 4.3% from 3Q 2024). Net income: JP¥7.66b (down 41% from 3Q 2024). Profit margin: 12% (down from 20% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 17Mirai Sozosha Co., Ltd agreed to acquire EMOSHARE Co., Ltd from Nankai Electric Railway Co., Ltd. (TSE:9044).Mirai Sozosha Co., Ltd agreed to acquire EMOSHARE Co., Ltd from Nankai Electric Railway Co., Ltd. (TSE:9044) on January 10, 2025.分析記事 • Jan 14Slowing Rates Of Return At Nankai Electric Railway (TSE:9044) Leave Little Room For ExcitementTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...分析記事 • Dec 17Nankai Electric Railway Co., Ltd.'s (TSE:9044) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Nankai...Price Target Changed • Dec 09Price target decreased by 7.0% to JP¥3,275Down from JP¥3,523, the current price target is an average from 2 analysts. New target price is 33% above last closing price of JP¥2,460. Stock is down 15% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥211 last year.Declared Dividend • Dec 06First half dividend of JP¥17.50 announcedShareholders will receive a dividend of JP¥17.50. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 1.4%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 23% over the next 3 years. However, it would need to fall by 76% to increase the payout ratio to a potentially unsustainable range.お知らせ • Dec 05Nankai Electric Railway Co., Ltd. to Report Q3, 2025 Results on Jan 30, 2025Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2025 results on Jan 30, 2025分析記事 • Nov 06Nankai Electric Railway's (TSE:9044) Promising Earnings May Rest On Soft FoundationsNankai Electric Railway Co., Ltd.'s ( TSE:9044 ) stock was strong after they recently reported robust earnings...Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥51.51 (vs JP¥40.91 in 2Q 2024)Second quarter 2025 results: EPS: JP¥51.51 (up from JP¥40.91 in 2Q 2024). Revenue: JP¥63.9b (up 1.6% from 2Q 2024). Net income: JP¥5.83b (up 26% from 2Q 2024). Profit margin: 9.1% (up from 7.4% in 2Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.分析記事 • Oct 14Returns On Capital At Nankai Electric Railway (TSE:9044) Have Hit The BrakesIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...お知らせ • Sep 27Nankai Electric Railway Co., Ltd. to Report Q2, 2025 Results on Oct 30, 2024Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥59.33 (vs JP¥37.40 in 1Q 2024)First quarter 2025 results: EPS: JP¥59.33 (up from JP¥37.40 in 1Q 2024). Revenue: JP¥59.7b (up 8.9% from 1Q 2024). Net income: JP¥6.72b (up 59% from 1Q 2024). Profit margin: 11% (up from 7.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.Reported Earnings • Jun 26Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: JP¥211 (up from JP¥129 in FY 2023). Revenue: JP¥241.6b (up 9.2% from FY 2023). Net income: JP¥23.9b (up 64% from FY 2023). Profit margin: 9.9% (up from 6.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.分析記事 • Jun 17Returns On Capital At Nankai Electric Railway (TSE:9044) Have Hit The BrakesFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...分析記事 • May 07Impressive Earnings May Not Tell The Whole Story For Nankai Electric Railway (TSE:9044)Last week's profit announcement from Nankai Electric Railway Co., Ltd. ( TSE:9044 ) was underwhelming for investors...Reported Earnings • May 01Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: JP¥211 (up from JP¥129 in FY 2023). Revenue: JP¥241.6b (up 9.2% from FY 2023). Net income: JP¥23.9b (up 64% from FY 2023). Profit margin: 9.9% (up from 6.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 83% 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 • May 01Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 21, 2024Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 21, 2024.分析記事 • Mar 23Is Nankai Electric Railway (TSE:9044) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.2%).お知らせ • Mar 20Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024分析記事 • Mar 01Nankai Electric Railway Co., Ltd.'s (TSE:9044) Shareholders Might Be Looking For ExitIt's not a stretch to say that Nankai Electric Railway Co., Ltd.'s ( TSE:9044 ) price-to-earnings (or "P/E") ratio of...Major Estimate Revision • Feb 07Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥244.3b to JP¥247.6b. EPS estimate increased from JP¥172 to JP¥197 per share. Net income forecast to shrink 11% next year vs 3.5% growth forecast for Transportation industry in Japan . Consensus price target up from JP¥3,483 to JP¥3,583. Share price rose 3.3% to JP¥2,978 over the past week.Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥115 (vs JP¥40.35 in 3Q 2023)Third quarter 2024 results: EPS: JP¥115 (up from JP¥40.35 in 3Q 2023). Revenue: JP¥66.4b (up 20% from 3Q 2023). Net income: JP¥13.0b (up 185% from 3Q 2023). Profit margin: 20% (up from 8.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 91% 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 • Dec 01Nankai Electric Railway Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥40.91 (vs JP¥35.05 in 2Q 2023)Second quarter 2024 results: EPS: JP¥40.91 (up from JP¥35.05 in 2Q 2023). Revenue: JP¥62.8b (up 11% from 2Q 2023). Net income: JP¥4.63b (up 17% from 2Q 2023). Profit margin: 7.4% (up from 7.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.お知らせ • Sep 13Nankai Electric Railway Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023Reported Earnings • Aug 02First quarter 2024 earnings released: EPS: JP¥37.40 (vs JP¥27.78 in 1Q 2023)First quarter 2024 results: EPS: JP¥37.40 (up from JP¥27.78 in 1Q 2023). Revenue: JP¥54.8b (up 5.8% from 1Q 2023). Net income: JP¥4.24b (up 35% from 1Q 2023). Profit margin: 7.7% (up from 6.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 28Nankai Electric Railway Co., Ltd. to Report Q1, 2024 Results on Aug 01, 2023Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2024 results on Aug 01, 2023Reported Earnings • Jun 22Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥129 (up from JP¥35.50 in FY 2022). Revenue: JP¥221.3b (up 9.7% from FY 2022). Net income: JP¥14.6b (up 264% from FY 2022). Profit margin: 6.6% (up from 2.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 38%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Jun 12Price target increased by 7.1% to JP¥3,527Up from JP¥3,293, the current price target is an average from 3 analysts. New target price is 10% above last closing price of JP¥3,203. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥149 for next year compared to JP¥129 last year.Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥129 (up from JP¥35.50 in FY 2022). Revenue: JP¥221.3b (up 9.7% from FY 2022). Net income: JP¥14.6b (up 264% from FY 2022). Profit margin: 6.6% (up from 2.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 38%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.2%).Major Estimate Revision • Feb 16Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥99.52 to JP¥89.22 per share. Revenue forecast steady at JP¥225.5b. Net income forecast to grow 38% next year vs 13% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,293 to JP¥3,427. Share price was steady at JP¥2,797 over the past week.Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥40.35 (vs JP¥31.67 in 3Q 2022)Third quarter 2023 results: EPS: JP¥40.35 (up from JP¥31.67 in 3Q 2022). Revenue: JP¥55.5b (down 2.1% from 3Q 2022). Net income: JP¥4.57b (up 27% from 3Q 2022). Profit margin: 8.2% (up from 6.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Transportation 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 remained flat, which means it is well ahead of earnings.お知らせ • Jan 31+ 1 more updateNankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects operating revenues of JPY 227,300 million, operating profit of JPY 17,000 million, profit attributable to owners of parent of JPY 10,100 million and basic earnings per share of JPY 89.20.Price Target Changed • Dec 27Price target increased to JP¥3,293Up from JP¥3,050, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥2,873. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥99.52 for next year compared to JP¥35.50 last year.Major Estimate Revision • Dec 07Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥121 to JP¥105 per share. Revenue forecast steady at JP¥225.4b. Net income forecast to grow 52% next year vs 7.6% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,050 to JP¥3,150. Share price fell 2.1% to JP¥2,946 over the past week.お知らせ • Nov 30Nankai Electric Railway Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023Price Target Changed • Nov 16Price target increased to JP¥3,050Up from JP¥2,850, the current price target is an average from 2 analysts. New target price is 8.4% above last closing price of JP¥2,813. Stock is up 28% over the past year. The company is forecast to post earnings per share of JP¥121 for next year compared to JP¥35.50 last year.Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥35.05 (vs JP¥13.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.05 (up from JP¥13.41 in 2Q 2022). Revenue: JP¥56.4b (up 18% from 2Q 2022). Net income: JP¥3.97b (up 161% from 2Q 2022). Profit margin: 7.0% (up from 3.2% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has remained flat, which means it is well ahead of earnings.お知らせ • Oct 31Nankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the period, the consolidated company expects operating revenues of JPY 227,300 million, operating profit of JPY 17,000 million, profit attributable to owners of parent of JPY 10,100 million and basic earnings per share of JPY 89.20.お知らせ • Sep 14Nankai Electric Railway Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022お知らせ • Aug 02+ 1 more updateNankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 2022 and Year Ending March 31, 2023Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the six months ending September 2022 and consolidated earnings guidance for the year ending March 31, 2023. For the six months, the consolidated company expects operating revenues of JPY 110,200 million, operating profit of JPY 7,800 million, profit attributable to owners of parent of JPY 4,900 million and basic earnings per share of JPY 43.26.For the full year, the consolidated company expects operating revenues of JPY 227,100 million, operating profit of JPY 16,300 million, profit attributable to owners of parent of JPY 7,800 million and basic earnings per share of JPY 68.86.Reported Earnings • Aug 02First quarter 2023 earnings released: EPS: JP¥27.78 (vs JP¥0.60 in 1Q 2022)First quarter 2023 results: EPS: JP¥27.78 (up from JP¥0.60 in 1Q 2022). Revenue: JP¥51.8b (up 19% from 1Q 2022). Net income: JP¥3.15b (up JP¥3.08b from 1Q 2022). Profit margin: 6.1% (up from 0.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 20% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.Price Target Changed • Jun 16Price target increased to JP¥3,050Up from JP¥2,850, the current price target is an average from 2 analysts. New target price is 19% above last closing price of JP¥2,562. Stock is up 5.7% over the past year. The company is forecast to post earnings per share of JP¥121 for next year compared to JP¥35.50 last year.お知らせ • Jun 09Nankai Electric Railway Co., Ltd. to Report Q1, 2023 Results on Aug 01, 2022Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2023 results on Aug 01, 2022Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥35.50 (up from JP¥16.43 loss in FY 2021). Revenue: JP¥201.8b (up 5.8% from FY 2021). Net income: JP¥4.02b (up JP¥5.88b from FY 2021). Profit margin: 2.0% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 25%. Over the next year, revenue is forecast to grow 7.5%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.お知らせ • Apr 08Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2022 Results on Apr 28, 2022Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2022 results on Apr 28, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 69% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.3%).Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥31.67 (up from JP¥9.94 in 3Q 2021). Revenue: JP¥56.7b (up 14% from 3Q 2021). Net income: JP¥3.59b (up 219% from 3Q 2021). Profit margin: 6.3% (up from 2.3% in 3Q 2021). Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 9.6%, compared to a 18% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.お知らせ • Jan 31+ 1 more updateNankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2022Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the full year ending March 31, 2022. For the year, the company expects operating revenues of ¥206,400 million, operating profit of ¥10,400 million and profit attributable to owners of parent of ¥4,400 million or ¥38.84 basic per share.Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥13.41 (vs JP¥5.66 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥48.0b (up 1.7% from 2Q 2021). Net income: JP¥1.52b (up 137% from 2Q 2021). Profit margin: 3.2% (up from 1.4% in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥0.60 (vs JP¥22.47 loss in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥43.7b (flat on 1Q 2021). Net income: JP¥68.0m (up JP¥2.61b from 1Q 2021). Profit margin: 0.2% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 54% 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.Reported Earnings • May 02Full year 2021 earnings released: JP¥16.43 loss per share (vs JP¥184 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥190.8b (down 16% from FY 2020). Net loss: JP¥1.86b (down 109% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 19 June 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.1%).お知らせ • Mar 21Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2021 Results on Apr 30, 2021Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2021 results on Apr 30, 2021Is New 90 Day High Low • Mar 16New 90-day high: JP¥2,764The company is up 5.0% from a price of JP¥2,628 on 16 December 2020. Underperformed the Japanese market, which is up 10.0% over the last 90 days. Lagged the Transportation industry, which is up 12% over the same period.Major Estimate Revision • Mar 02Analysts update estimatesThe company's losses in 2021 are expected to worsen with analysts lowering their consensus EPS forecasts from -JP¥4.41 to -JP¥7.06. Revenue estimate was approximately flat at JP¥183.7b. The Transportation industry in Japan is expected to see an average net income growth of 6.1% next year. The consensus price target of JP¥2,725 was unchanged from the last update. Share price stayed mostly flat at JP¥2,616 over the past week.Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥9.94 (vs JP¥53.76 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥49.9b (down 14% from 3Q 2020). Net income: JP¥1.13b (down 82% from 3Q 2020). Profit margin: 2.3% (down from 10% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.Price Target Changed • Dec 09Price target raised to JP¥2,725Up from JP¥2,500, the current price target is an average from 2 analysts. The new target price is close to the current share price of JP¥2,648. As of last close, the stock is down 11% over the past year.Major Estimate Revision • Dec 09Analysts update estimatesThe 2021 consensus revenue estimate increased from JP¥179.3b to JP¥184.8b. The company is forecast to report a loss instead of a profit with analysts lowering their EPS forecasts from JP¥1.77 to -JP¥4.41 for the same period. The Transportation industry in Japan is expected to see an average net income growth of 12% next year. The consensus price target increased from JP¥2,500 to JP¥2,725. Share price stayed mostly flat at JP¥2,648 over the past week.お知らせ • Dec 05Nankai Electric Railway Co., Ltd. to Report Q3, 2021 Results on Jan 29, 2021Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021お知らせ • Oct 10Nankai Electric Railway Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020お知らせ • Jun 29Nankai Electric Railway Co., Ltd. to Report Q1, 2021 Results on Jul 31, 2020Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2021 results on Jul 31, 2020株主還元9044JP TransportationJP 市場7D5.5%2.1%-1.0%1Y28.5%5.3%39.9%株主還元を見る業界別リターン: 9044過去 1 年間で5.3 % の収益を上げたJP Transportation業界を上回りました。リターン対市場: 9044は、過去 1 年間で39.9 % のリターンを上げたJP市場を下回りました。価格変動Is 9044's price volatile compared to industry and market?9044 volatility9044 Average Weekly Movement3.5%Transportation Industry Average Movement3.3%Market Average Movement4.7%10% most volatile stocks in JP Market9.3%10% least volatile stocks in JP Market2.4%安定した株価: 9044 、 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: 9044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18859,247Teruhiko Achikitawww.nankai.co.jp南海株式会社は日本で鉄道会社として営業している。運輸事業、不動産事業、流通事業、レジャー・サービス事業、建設事業、その他事業を展開している。運輸事業では、鉄道、路面電車、バスの運行、海上貨物輸送、貨物運送、車両整備事業を行っている。不動産事業」は、商業ビル、オフィスビル、マンション、鉄道高架下施設、駐車場等の賃貸を行っている。流通事業」は、ショッピングセンター、コンビニエンスストア、飲食店、小売店の経営を行っています。レジャー・サービス事業」は、遊園地の経営、モーターボート競走施設の賃貸、ホテル・旅館の経営などを行っている。また、旅行代理店業、葬祭業、ビル管理・メンテナンス業等も行っている。建設事業では、建築、土木、建築、電気工事を手掛けている。旧社名は南海電気鉄道株式会社で、2026年4月に商号を株式会社南海に変更した。創業は1885年で、本社は大阪にある。もっと見るNANKAI Co., Ltd. 基礎のまとめNANKAI の収益と売上を時価総額と比較するとどうか。9044 基礎統計学時価総額JP¥301.93b収益（TTM）JP¥25.14b売上高(TTM)JP¥264.71b12.0xPER（株価収益率1.1xP/Sレシオ9044 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9044 損益計算書（TTM）収益JP¥264.71b売上原価JP¥215.68b売上総利益JP¥49.03bその他の費用JP¥23.90b収益JP¥25.14b直近の収益報告Mar 31, 2026次回決算日Jul 30, 2026一株当たり利益（EPS）232.30グロス・マージン18.52%純利益率9.50%有利子負債／自己資本比率129.2%9044 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2.0%現在の配当利回り22%配当性向9044 配当は確実ですか？9044 配当履歴とベンチマークを見る9044 、いつまでに購入すれば配当金を受け取れますか？NANKAI 配当日配当落ち日Mar 30 2026配当支払日Jun 17 2026配当落ちまでの日数73 days配当支払日までの日数6 days9044 配当は確実ですか？9044 配当履歴とベンチマークを見るView Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/06/10 17:16終値2026/06/10 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋NANKAI Co., Ltd. 2 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。3 アナリスト機関Ryota HimenoJ.P. MorganKatsuhiko SuzukiMizuho Securities Co., Ltd.Masaharu HirokaneNomura Securities Co. Ltd.
お知らせ • Jun 06NANKAI Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026NANKAI Co., Ltd. announced that they will report Q1, 2027 results on Jul 30, 2026
お知らせ • Apr 30NANKAI Co., Ltd., Annual General Meeting, Jun 16, 2026NANKAI Co., Ltd., Annual General Meeting, Jun 16, 2026.
お知らせ • Apr 16NANKAI Co., Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026NANKAI Co., Ltd. announced that they will report fiscal year 2026 results on Apr 30, 2026
New Risk • Feb 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.6% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥74.90 (vs JP¥67.65 in 3Q 2025)Third quarter 2026 results: EPS: JP¥74.90 (up from JP¥67.65 in 3Q 2025). Revenue: JP¥68.9b (up 8.4% from 3Q 2025). Net income: JP¥8.17b (up 6.7% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 07Nankai Electric Railway (TSE:9044) Is Due To Pay A Dividend Of ¥25.00Nankai Electric Railway Co., Ltd. ( TSE:9044 ) has announced that it will pay a dividend of ¥25.00 per share on the...
お知らせ • Jun 06NANKAI Co., Ltd. to Report Q1, 2027 Results on Jul 30, 2026NANKAI Co., Ltd. announced that they will report Q1, 2027 results on Jul 30, 2026
お知らせ • Apr 30NANKAI Co., Ltd., Annual General Meeting, Jun 16, 2026NANKAI Co., Ltd., Annual General Meeting, Jun 16, 2026.
お知らせ • Apr 16NANKAI Co., Ltd. to Report Fiscal Year 2026 Results on Apr 30, 2026NANKAI Co., Ltd. announced that they will report fiscal year 2026 results on Apr 30, 2026
New Risk • Feb 20New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.2% per year for the foreseeable future. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are expected to decline, then in most cases the share price will decline over time as well. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risks Debt is not well covered by operating cash flow (8.6% operating cash flow to total debt). Earnings are forecast to decline by an average of 0.2% per year for the foreseeable future. Minor Risk Paying a dividend despite having no free cash flows.
Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: JP¥74.90 (vs JP¥67.65 in 3Q 2025)Third quarter 2026 results: EPS: JP¥74.90 (up from JP¥67.65 in 3Q 2025). Revenue: JP¥68.9b (up 8.4% from 3Q 2025). Net income: JP¥8.17b (up 6.7% from 3Q 2025). Profit margin: 12% (in line with 3Q 2025). Revenue is forecast to grow 2.3% p.a. on average during the next 3 years, compared to a 2.4% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 19% per year but the company’s share price has only increased by 1% per year, which means it is significantly lagging earnings growth.
分析記事 • Dec 07Nankai Electric Railway (TSE:9044) Is Due To Pay A Dividend Of ¥25.00Nankai Electric Railway Co., Ltd. ( TSE:9044 ) has announced that it will pay a dividend of ¥25.00 per share on the...
Declared Dividend • Dec 06First half dividend of JP¥25.00 announcedShareholders will receive a dividend of JP¥25.00. Ex-date: 30th March 2026 Payment date: 19th June 2026 Dividend yield will be 1.8%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by earnings (22% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 7.2% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 2.2% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Nov 29Nankai Electric Railway Co., Ltd. to Report Q3, 2026 Results on Jan 29, 2026Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2026 results on Jan 29, 2026
分析記事 • Nov 28Returns Are Gaining Momentum At Nankai Electric Railway (TSE:9044)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Reported Earnings • Nov 01Second quarter 2026 earnings released: EPS: JP¥58.35 (vs JP¥51.51 in 2Q 2025)Second quarter 2026 results: EPS: JP¥58.35 (up from JP¥51.51 in 2Q 2025). Revenue: JP¥63.8b (flat on 2Q 2025). Net income: JP¥6.49b (up 11% from 2Q 2025). Profit margin: 10% (up from 9.1% in 2Q 2025). Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 2.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has fallen by 2% per year, which means it is significantly lagging earnings.
お知らせ • Oct 01Nankai Electric Railway Co., Ltd. to Report Q2, 2026 Results on Oct 31, 2025Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2026 results on Oct 31, 2025
Upcoming Dividend • Sep 22Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 29 September 2025. Payment date: 05 December 2025. Payout ratio is a comfortable 19% and this is well supported by cash flows. Trailing yield: 1.8%. Lower than top quartile of Japanese dividend payers (3.6%). In line with average of industry peers (1.8%).
Reported Earnings • Jul 31First quarter 2026 earnings released: EPS: JP¥67.11 (vs JP¥59.33 in 1Q 2025)First quarter 2026 results: EPS: JP¥67.11 (up from JP¥59.33 in 1Q 2025). Revenue: JP¥62.7b (up 5.0% from 1Q 2025). Net income: JP¥7.60b (up 13% from 1Q 2025). Profit margin: 12% (in line with 1Q 2025). Revenue is forecast to grow 2.7% p.a. on average during the next 3 years, compared to a 2.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 32% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Jul 30Nankai Electric Railway Co., Ltd. (TSE:9044) announces an Equity Buyback for 6,000,000 shares, representing 5.29% for ¥12,000 million.Nankai Electric Railway Co., Ltd. (TSE:9044) announces a share repurchase program. Under the program, the company will repurchase up to 6,000,000 shares, representing 5.29% of its share capital for ¥12,000 million. The purpose of the program is to increase the distribution of benefits to shareholders and thereby enhance our communication capabilities with the capital markets. The program will expire on January 30, 2026. As of June 30, 2025, the company had 113,319,032 shares in issue and 83,414 Shares in treasury.
分析記事 • Jul 24Nankai Electric Railway (TSE:9044) Has Announced A Dividend Of ¥20.00The board of Nankai Electric Railway Co., Ltd. ( TSE:9044 ) has announced that it will pay a dividend on the 5th of...
分析記事 • Jul 10Nankai Electric Railway (TSE:9044) Is Due To Pay A Dividend Of ¥20.00The board of Nankai Electric Railway Co., Ltd. ( TSE:9044 ) has announced that it will pay a dividend on the 5th of...
Declared Dividend • Jul 09Final dividend increased to JP¥20.00Dividend of JP¥20.00 is 14% higher than last year. Ex-date: 29th September 2025 Payment date: 5th December 2025 Dividend yield will be 1.9%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is covered by both earnings (27% earnings payout ratio) and cash flows (61% cash payout ratio). 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. EPS is expected to remain steady over the next 3 years, which should provide adequate earnings cover for the dividend.
Reported Earnings • Jun 20Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥199 (down from JP¥211 in FY 2024). Revenue: JP¥260.8b (up 7.9% from FY 2024). Net income: JP¥22.5b (down 6.0% from FY 2024). Profit margin: 8.6% (down from 9.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 2.3%. Revenue is forecast to grow 2.9% p.a. on average during the next 3 years, compared to a 1.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% 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 • Jun 10Nankai Electric Railway Co., Ltd. to Report Q1, 2026 Results on Jul 30, 2025Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2026 results on Jul 30, 2025
Reported Earnings • May 01Full year 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2025 results: EPS: JP¥199 (down from JP¥211 in FY 2024). Revenue: JP¥260.8b (up 7.9% from FY 2024). Net income: JP¥22.5b (down 6.0% from FY 2024). Profit margin: 8.6% (down from 9.9% in FY 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 1.4%. Earnings per share (EPS) exceeded analyst estimates by 2.3%. Revenue is forecast to grow 3.8% p.a. on average during the next 2 years, compared to a 2.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
お知らせ • Apr 30Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 18, 2025Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 18, 2025.
分析記事 • Apr 15Nankai Electric Railway Co., Ltd.'s (TSE:9044) Shares May Have Run Too Fast Too SoonIt's not a stretch to say that Nankai Electric Railway Co., Ltd.'s ( TSE:9044 ) price-to-earnings (or "P/E") ratio of...
お知らせ • Mar 27Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2025 Results on Apr 30, 2025Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2025 results on Apr 30, 2025
Upcoming Dividend • Mar 21Upcoming dividend of JP¥17.50 per shareEligible shareholders must have bought the stock before 28 March 2025. Payment date: 24 June 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 1.3%. Lower than top quartile of Japanese dividend payers (3.7%). Lower than average of industry peers (1.7%).
Reported Earnings • Jan 31Third quarter 2025 earnings released: EPS: JP¥67.65 (vs JP¥115 in 3Q 2024)Third quarter 2025 results: EPS: JP¥67.65 (down from JP¥115 in 3Q 2024). Revenue: JP¥63.5b (down 4.3% from 3Q 2024). Net income: JP¥7.66b (down 41% from 3Q 2024). Profit margin: 12% (down from 20% in 3Q 2024). The decrease in margin was primarily driven by higher expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 2.7% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 3% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 17Mirai Sozosha Co., Ltd agreed to acquire EMOSHARE Co., Ltd from Nankai Electric Railway Co., Ltd. (TSE:9044).Mirai Sozosha Co., Ltd agreed to acquire EMOSHARE Co., Ltd from Nankai Electric Railway Co., Ltd. (TSE:9044) on January 10, 2025.
分析記事 • Jan 14Slowing Rates Of Return At Nankai Electric Railway (TSE:9044) Leave Little Room For ExcitementTo find a multi-bagger stock, what are the underlying trends we should look for in a business? Typically, we'll want to...
分析記事 • Dec 17Nankai Electric Railway Co., Ltd.'s (TSE:9044) Earnings Are Not Doing Enough For Some InvestorsWhen close to half the companies in Japan have price-to-earnings ratios (or "P/E's") above 14x, you may consider Nankai...
Price Target Changed • Dec 09Price target decreased by 7.0% to JP¥3,275Down from JP¥3,523, the current price target is an average from 2 analysts. New target price is 33% above last closing price of JP¥2,460. Stock is down 15% over the past year. The company is forecast to post earnings per share of JP¥202 for next year compared to JP¥211 last year.
Declared Dividend • Dec 06First half dividend of JP¥17.50 announcedShareholders will receive a dividend of JP¥17.50. Ex-date: 28th March 2025 Payment date: 24th June 2025 Dividend yield will be 1.4%, which is higher than the industry average of 1.3%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (19% cash payout ratio). The dividend has increased by an average of 3.4% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to decline by 23% over the next 3 years. However, it would need to fall by 76% to increase the payout ratio to a potentially unsustainable range.
お知らせ • Dec 05Nankai Electric Railway Co., Ltd. to Report Q3, 2025 Results on Jan 30, 2025Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2025 results on Jan 30, 2025
分析記事 • Nov 06Nankai Electric Railway's (TSE:9044) Promising Earnings May Rest On Soft FoundationsNankai Electric Railway Co., Ltd.'s ( TSE:9044 ) stock was strong after they recently reported robust earnings...
Reported Earnings • Nov 01Second quarter 2025 earnings released: EPS: JP¥51.51 (vs JP¥40.91 in 2Q 2024)Second quarter 2025 results: EPS: JP¥51.51 (up from JP¥40.91 in 2Q 2024). Revenue: JP¥63.9b (up 1.6% from 2Q 2024). Net income: JP¥5.83b (up 26% from 2Q 2024). Profit margin: 9.1% (up from 7.4% in 2Q 2024). Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 2.8% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 64% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
分析記事 • Oct 14Returns On Capital At Nankai Electric Railway (TSE:9044) Have Hit The BrakesIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
お知らせ • Sep 27Nankai Electric Railway Co., Ltd. to Report Q2, 2025 Results on Oct 30, 2024Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2025 results on Oct 30, 2024
Reported Earnings • Aug 02First quarter 2025 earnings released: EPS: JP¥59.33 (vs JP¥37.40 in 1Q 2024)First quarter 2025 results: EPS: JP¥59.33 (up from JP¥37.40 in 1Q 2024). Revenue: JP¥59.7b (up 8.9% from 1Q 2024). Net income: JP¥6.72b (up 59% from 1Q 2024). Profit margin: 11% (up from 7.7% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 73% per year but the company’s share price has only increased by 2% per year, which means it is significantly lagging earnings growth.
Reported Earnings • Jun 26Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: JP¥211 (up from JP¥129 in FY 2023). Revenue: JP¥241.6b (up 9.2% from FY 2023). Net income: JP¥23.9b (up 64% from FY 2023). Profit margin: 9.9% (up from 6.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 83% per year but the company’s share price has only increased by 4% per year, which means it is significantly lagging earnings growth.
分析記事 • Jun 17Returns On Capital At Nankai Electric Railway (TSE:9044) Have Hit The BrakesFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
分析記事 • May 07Impressive Earnings May Not Tell The Whole Story For Nankai Electric Railway (TSE:9044)Last week's profit announcement from Nankai Electric Railway Co., Ltd. ( TSE:9044 ) was underwhelming for investors...
Reported Earnings • May 01Full year 2024 earnings: EPS in line with expectations, revenues disappointFull year 2024 results: EPS: JP¥211 (up from JP¥129 in FY 2023). Revenue: JP¥241.6b (up 9.2% from FY 2023). Net income: JP¥23.9b (up 64% from FY 2023). Profit margin: 9.9% (up from 6.6% in FY 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.3%. Earnings per share (EPS) were mostly in line with analyst estimates. Revenue is forecast to grow 4.0% p.a. on average during the next 2 years, compared to a 3.5% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 83% 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 • May 01Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 21, 2024Nankai Electric Railway Co., Ltd., Annual General Meeting, Jun 21, 2024.
分析記事 • Mar 23Is Nankai Electric Railway (TSE:9044) Using Too Much Debt?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Upcoming Dividend • Mar 21Upcoming dividend of JP¥35.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 21 June 2024. Payout ratio is a comfortable 11% and this is well supported by cash flows. Trailing yield: 0.8%. Lower than top quartile of Japanese dividend payers (3.2%). Lower than average of industry peers (1.2%).
お知らせ • Mar 20Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2024 Results on Apr 30, 2024Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2024 results on Apr 30, 2024
分析記事 • Mar 01Nankai Electric Railway Co., Ltd.'s (TSE:9044) Shareholders Might Be Looking For ExitIt's not a stretch to say that Nankai Electric Railway Co., Ltd.'s ( TSE:9044 ) price-to-earnings (or "P/E") ratio of...
Major Estimate Revision • Feb 07Consensus EPS estimates increase by 15%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from JP¥244.3b to JP¥247.6b. EPS estimate increased from JP¥172 to JP¥197 per share. Net income forecast to shrink 11% next year vs 3.5% growth forecast for Transportation industry in Japan . Consensus price target up from JP¥3,483 to JP¥3,583. Share price rose 3.3% to JP¥2,978 over the past week.
Reported Earnings • Feb 02Third quarter 2024 earnings released: EPS: JP¥115 (vs JP¥40.35 in 3Q 2023)Third quarter 2024 results: EPS: JP¥115 (up from JP¥40.35 in 3Q 2023). Revenue: JP¥66.4b (up 20% from 3Q 2023). Net income: JP¥13.0b (up 185% from 3Q 2023). Profit margin: 20% (up from 8.2% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.0% p.a. on average during the next 3 years, compared to a 3.3% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 91% 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 • Dec 01Nankai Electric Railway Co., Ltd. to Report Q3, 2024 Results on Jan 31, 2024Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2024 results on Jan 31, 2024
Reported Earnings • Nov 02Second quarter 2024 earnings released: EPS: JP¥40.91 (vs JP¥35.05 in 2Q 2023)Second quarter 2024 results: EPS: JP¥40.91 (up from JP¥35.05 in 2Q 2023). Revenue: JP¥62.8b (up 11% from 2Q 2023). Net income: JP¥4.63b (up 17% from 2Q 2023). Profit margin: 7.4% (up from 7.0% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.8% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 79% per year but the company’s share price has only increased by 7% per year, which means it is significantly lagging earnings growth.
お知らせ • Sep 13Nankai Electric Railway Co., Ltd. to Report Q2, 2024 Results on Oct 31, 2023Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2024 results on Oct 31, 2023
Reported Earnings • Aug 02First quarter 2024 earnings released: EPS: JP¥37.40 (vs JP¥27.78 in 1Q 2023)First quarter 2024 results: EPS: JP¥37.40 (up from JP¥27.78 in 1Q 2023). Revenue: JP¥54.8b (up 5.8% from 1Q 2023). Net income: JP¥4.24b (up 35% from 1Q 2023). Profit margin: 7.7% (up from 6.1% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 28Nankai Electric Railway Co., Ltd. to Report Q1, 2024 Results on Aug 01, 2023Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2024 results on Aug 01, 2023
Reported Earnings • Jun 22Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥129 (up from JP¥35.50 in FY 2022). Revenue: JP¥221.3b (up 9.7% from FY 2022). Net income: JP¥14.6b (up 264% from FY 2022). Profit margin: 6.6% (up from 2.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 38%. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 3.6% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Jun 12Price target increased by 7.1% to JP¥3,527Up from JP¥3,293, the current price target is an average from 3 analysts. New target price is 10% above last closing price of JP¥3,203. Stock is up 22% over the past year. The company is forecast to post earnings per share of JP¥149 for next year compared to JP¥129 last year.
Reported Earnings • Apr 29Full year 2023 earnings: EPS exceeds analyst expectationsFull year 2023 results: EPS: JP¥129 (up from JP¥35.50 in FY 2022). Revenue: JP¥221.3b (up 9.7% from FY 2022). Net income: JP¥14.6b (up 264% from FY 2022). Profit margin: 6.6% (up from 2.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 38%. Revenue is forecast to grow 6.2% p.a. on average during the next 2 years, compared to a 3.0% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 10% per year, which means it is tracking significantly ahead of earnings growth.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 26 June 2023. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (3.6%). Lower than average of industry peers (1.2%).
Major Estimate Revision • Feb 16Consensus EPS estimates fall by 10%The consensus outlook for fiscal year 2023 has been updated. 2023 EPS estimate fell from JP¥99.52 to JP¥89.22 per share. Revenue forecast steady at JP¥225.5b. Net income forecast to grow 38% next year vs 13% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,293 to JP¥3,427. Share price was steady at JP¥2,797 over the past week.
Reported Earnings • Feb 01Third quarter 2023 earnings released: EPS: JP¥40.35 (vs JP¥31.67 in 3Q 2022)Third quarter 2023 results: EPS: JP¥40.35 (up from JP¥31.67 in 3Q 2022). Revenue: JP¥55.5b (down 2.1% from 3Q 2022). Net income: JP¥4.57b (up 27% from 3Q 2022). Profit margin: 8.2% (up from 6.3% in 3Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Transportation 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 remained flat, which means it is well ahead of earnings.
お知らせ • Jan 31+ 1 more updateNankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Fiscal Year Ending March 31, 2023Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the fiscal year ending March 31, 2023. For the year, the company expects operating revenues of JPY 227,300 million, operating profit of JPY 17,000 million, profit attributable to owners of parent of JPY 10,100 million and basic earnings per share of JPY 89.20.
Price Target Changed • Dec 27Price target increased to JP¥3,293Up from JP¥3,050, the current price target is an average from 3 analysts. New target price is 15% above last closing price of JP¥2,873. Stock is up 36% over the past year. The company is forecast to post earnings per share of JP¥99.52 for next year compared to JP¥35.50 last year.
Major Estimate Revision • Dec 07Consensus forecasts updatedThe consensus outlook for 2023 has been updated. 2023 EPS estimate fell from JP¥121 to JP¥105 per share. Revenue forecast steady at JP¥225.4b. Net income forecast to grow 52% next year vs 7.6% growth forecast for Transportation industry in Japan. Consensus price target up from JP¥3,050 to JP¥3,150. Share price fell 2.1% to JP¥2,946 over the past week.
お知らせ • Nov 30Nankai Electric Railway Co., Ltd. to Report Q3, 2023 Results on Jan 31, 2023Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2023 results on Jan 31, 2023
Price Target Changed • Nov 16Price target increased to JP¥3,050Up from JP¥2,850, the current price target is an average from 2 analysts. New target price is 8.4% above last closing price of JP¥2,813. Stock is up 28% over the past year. The company is forecast to post earnings per share of JP¥121 for next year compared to JP¥35.50 last year.
Reported Earnings • Nov 02Second quarter 2023 earnings released: EPS: JP¥35.05 (vs JP¥13.41 in 2Q 2022)Second quarter 2023 results: EPS: JP¥35.05 (up from JP¥13.41 in 2Q 2022). Revenue: JP¥56.4b (up 18% from 2Q 2022). Net income: JP¥3.97b (up 161% from 2Q 2022). Profit margin: 7.0% (up from 3.2% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.0% p.a. on average during the next 3 years, compared to a 4.9% growth forecast for the Transportation industry in Japan. Over the last 3 years on average, earnings per share has fallen by 48% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
お知らせ • Oct 31Nankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Year Ending March 31, 2023Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the year ending March 31, 2023. For the period, the consolidated company expects operating revenues of JPY 227,300 million, operating profit of JPY 17,000 million, profit attributable to owners of parent of JPY 10,100 million and basic earnings per share of JPY 89.20.
お知らせ • Sep 14Nankai Electric Railway Co., Ltd. to Report Q2, 2023 Results on Oct 31, 2022Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2023 results on Oct 31, 2022
お知らせ • Aug 02+ 1 more updateNankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Six Months Ending September 2022 and Year Ending March 31, 2023Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the six months ending September 2022 and consolidated earnings guidance for the year ending March 31, 2023. For the six months, the consolidated company expects operating revenues of JPY 110,200 million, operating profit of JPY 7,800 million, profit attributable to owners of parent of JPY 4,900 million and basic earnings per share of JPY 43.26.For the full year, the consolidated company expects operating revenues of JPY 227,100 million, operating profit of JPY 16,300 million, profit attributable to owners of parent of JPY 7,800 million and basic earnings per share of JPY 68.86.
Reported Earnings • Aug 02First quarter 2023 earnings released: EPS: JP¥27.78 (vs JP¥0.60 in 1Q 2022)First quarter 2023 results: EPS: JP¥27.78 (up from JP¥0.60 in 1Q 2022). Revenue: JP¥51.8b (up 19% from 1Q 2022). Net income: JP¥3.15b (up JP¥3.08b from 1Q 2022). Profit margin: 6.1% (up from 0.2% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 8.1%, compared to a 20% growth forecast for the industry in Japan. Over the last 3 years on average, earnings per share has fallen by 60% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
Price Target Changed • Jun 16Price target increased to JP¥3,050Up from JP¥2,850, the current price target is an average from 2 analysts. New target price is 19% above last closing price of JP¥2,562. Stock is up 5.7% over the past year. The company is forecast to post earnings per share of JP¥121 for next year compared to JP¥35.50 last year.
お知らせ • Jun 09Nankai Electric Railway Co., Ltd. to Report Q1, 2023 Results on Aug 01, 2022Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2023 results on Aug 01, 2022
Reported Earnings • Apr 30Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: JP¥35.50 (up from JP¥16.43 loss in FY 2021). Revenue: JP¥201.8b (up 5.8% from FY 2021). Net income: JP¥4.02b (up JP¥5.88b from FY 2021). Profit margin: 2.0% (up from net loss in FY 2021). The move to profitability was driven by higher revenue. Revenue missed analyst estimates by 2.8%. Earnings per share (EPS) also missed analyst estimates by 25%. Over the next year, revenue is forecast to grow 7.5%, compared to a 21% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 57 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 08Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2022 Results on Apr 28, 2022Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2022 results on Apr 28, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 28 June 2022. Payout ratio is a comfortable 69% but the company is paying out more than the cash it is generating. Trailing yield: 1.0%. Lower than top quartile of Japanese dividend payers (3.4%). Lower than average of industry peers (1.3%).
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS and revenues exceed analyst expectationsThird quarter 2022 results: EPS: JP¥31.67 (up from JP¥9.94 in 3Q 2021). Revenue: JP¥56.7b (up 14% from 3Q 2021). Net income: JP¥3.59b (up 219% from 3Q 2021). Profit margin: 6.3% (up from 2.3% in 3Q 2021). Revenue exceeded analyst estimates by 7.5%. Earnings per share (EPS) also surpassed analyst estimates. Over the next year, revenue is forecast to grow 9.6%, compared to a 18% growth forecast for the industry in Japan. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 59 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 31+ 1 more updateNankai Electric Railway Co., Ltd. Provides Consolidated Earnings Guidance for the Full Year Ending March 31, 2022Nankai Electric Railway Co., Ltd. provided consolidated earnings guidance for the full year ending March 31, 2022. For the year, the company expects operating revenues of ¥206,400 million, operating profit of ¥10,400 million and profit attributable to owners of parent of ¥4,400 million or ¥38.84 basic per share.
Reported Earnings • Oct 31Second quarter 2022 earnings released: EPS JP¥13.41 (vs JP¥5.66 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥48.0b (up 1.7% from 2Q 2021). Net income: JP¥1.52b (up 137% from 2Q 2021). Profit margin: 3.2% (up from 1.4% in 2Q 2021). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 58 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 03First quarter 2022 earnings released: EPS JP¥0.60 (vs JP¥22.47 loss in 1Q 2021)The company reported a decent first quarter result with improved earnings and profit margins, although revenues were flat. First quarter 2022 results: Revenue: JP¥43.7b (flat on 1Q 2021). Net income: JP¥68.0m (up JP¥2.61b from 1Q 2021). Profit margin: 0.2% (up from net loss in 1Q 2021). Over the last 3 years on average, earnings per share has fallen by 54% 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.
Reported Earnings • May 02Full year 2021 earnings released: JP¥16.43 loss per share (vs JP¥184 profit in FY 2020)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2021 results: Revenue: JP¥190.8b (down 16% from FY 2020). Net loss: JP¥1.86b (down 109% from profit in FY 2020). Over the last 3 years on average, earnings per share has fallen by 41% per year but the company’s share price has only fallen by 7% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥25.00 per shareEligible shareholders must have bought the stock before 30 March 2021. Payment date: 19 June 2021. Trailing yield: 0.9%. Lower than top quartile of Japanese dividend payers (2.7%). Lower than average of industry peers (1.1%).
お知らせ • Mar 21Nankai Electric Railway Co., Ltd. to Report Fiscal Year 2021 Results on Apr 30, 2021Nankai Electric Railway Co., Ltd. announced that they will report fiscal year 2021 results on Apr 30, 2021
Is New 90 Day High Low • Mar 16New 90-day high: JP¥2,764The company is up 5.0% from a price of JP¥2,628 on 16 December 2020. Underperformed the Japanese market, which is up 10.0% over the last 90 days. Lagged the Transportation industry, which is up 12% over the same period.
Major Estimate Revision • Mar 02Analysts update estimatesThe company's losses in 2021 are expected to worsen with analysts lowering their consensus EPS forecasts from -JP¥4.41 to -JP¥7.06. Revenue estimate was approximately flat at JP¥183.7b. The Transportation industry in Japan is expected to see an average net income growth of 6.1% next year. The consensus price target of JP¥2,725 was unchanged from the last update. Share price stayed mostly flat at JP¥2,616 over the past week.
Reported Earnings • Feb 02Third quarter 2021 earnings released: EPS JP¥9.94 (vs JP¥53.76 in 3Q 2020)The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥49.9b (down 14% from 3Q 2020). Net income: JP¥1.13b (down 82% from 3Q 2020). Profit margin: 2.3% (down from 10% in 3Q 2020). Over the last 3 years on average, earnings per share has fallen by 26% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
Price Target Changed • Dec 09Price target raised to JP¥2,725Up from JP¥2,500, the current price target is an average from 2 analysts. The new target price is close to the current share price of JP¥2,648. As of last close, the stock is down 11% over the past year.
Major Estimate Revision • Dec 09Analysts update estimatesThe 2021 consensus revenue estimate increased from JP¥179.3b to JP¥184.8b. The company is forecast to report a loss instead of a profit with analysts lowering their EPS forecasts from JP¥1.77 to -JP¥4.41 for the same period. The Transportation industry in Japan is expected to see an average net income growth of 12% next year. The consensus price target increased from JP¥2,500 to JP¥2,725. Share price stayed mostly flat at JP¥2,648 over the past week.
お知らせ • Dec 05Nankai Electric Railway Co., Ltd. to Report Q3, 2021 Results on Jan 29, 2021Nankai Electric Railway Co., Ltd. announced that they will report Q3, 2021 results on Jan 29, 2021
お知らせ • Oct 10Nankai Electric Railway Co., Ltd. to Report Q2, 2021 Results on Oct 30, 2020Nankai Electric Railway Co., Ltd. announced that they will report Q2, 2021 results on Oct 30, 2020
お知らせ • Jun 29Nankai Electric Railway Co., Ltd. to Report Q1, 2021 Results on Jul 31, 2020Nankai Electric Railway Co., Ltd. announced that they will report Q1, 2021 results on Jul 31, 2020
