View ValuationNippon Carbon 향후 성장Future 기준 점검 0/6Nippon Carbon 의 수익은 연간 5.5% 감소할 것으로 예상되는 반면, 연간 수익은 3.1% 로 증가할 것으로 예상됩니다. EPS는 연간 3.6% 만큼 쇠퇴할 것으로 예상됩니다. 자기자본이익률은 3년 후 6.5% 로 예상됩니다.핵심 정보-5.5%이익 성장률-3.62%EPS 성장률Electrical 이익 성장26.9%매출 성장률3.1%향후 자기자본이익률6.47%애널리스트 커버리지Low마지막 업데이트04 Jun 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updates공시 • May 08Nippon Carbon Co., Ltd. to Report Q1, 2026 Results on May 08, 2026Nippon Carbon Co., Ltd. announced that they will report Q1, 2026 results on May 08, 2026공시 • Feb 10+ 1 more updateNippon Carbon Co., Ltd., Annual General Meeting, Mar 27, 2026Nippon Carbon Co., Ltd., Annual General Meeting, Mar 27, 2026.공시 • Dec 27Nippon Carbon Co., Ltd. to Report Fiscal Year 2025 Results on Feb 10, 2026Nippon Carbon Co., Ltd. announced that they will report fiscal year 2025 results on Feb 10, 2026공시 • Sep 26Nippon Carbon Co., Ltd. to Report Q3, 2025 Results on Nov 10, 2025Nippon Carbon Co., Ltd. announced that they will report Q3, 2025 results on Nov 10, 2025공시 • Jun 29Nippon Carbon Co., Ltd. to Report Q2, 2025 Results on Aug 08, 2025Nippon Carbon Co., Ltd. announced that they will report Q2, 2025 results on Aug 08, 2025공시 • Mar 27Nippon Carbon Co., Ltd. to Report Q1, 2025 Results on May 09, 2025Nippon Carbon Co., Ltd. announced that they will report Q1, 2025 results on May 09, 2025공시 • Feb 10Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2025Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2025.공시 • Jan 03Nippon Carbon Co., Ltd. to Report Fiscal Year 2024 Results on Feb 10, 2025Nippon Carbon Co., Ltd. announced that they will report fiscal year 2024 results on Feb 10, 2025Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: JP¥53.82 (vs JP¥61.03 in 3Q 2023)Third quarter 2024 results: EPS: JP¥53.82 (down from JP¥61.03 in 3Q 2023). Revenue: JP¥8.62b (down 1.4% from 3Q 2023). Net income: JP¥595.0m (down 12% from 3Q 2023). Profit margin: 6.9% (down from 7.7% in 3Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.공시 • Oct 16Nippon Carbon Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Nippon Carbon Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: JP¥120 (vs JP¥109 in 2Q 2023)Second quarter 2024 results: EPS: JP¥120 (up from JP¥109 in 2Q 2023). Revenue: JP¥10.4b (flat on 2Q 2023). Net income: JP¥1.32b (up 9.8% from 2Q 2023). Profit margin: 13% (up from 12% in 2Q 2023). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Declared Dividend • Aug 12Dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 27th December 2024 Payment date: 29th March 2025 Dividend yield will be 375%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but not covered by cash flows (dividend approximately 28x free cash flows). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Jun 28Nippon Carbon Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Nippon Carbon Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024Board Change • May 22Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Yuriko Katayama was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.Reported Earnings • May 13First quarter 2024 earnings released: EPS: JP¥87.74 (vs JP¥68.09 in 1Q 2023)First quarter 2024 results: EPS: JP¥87.74 (up from JP¥68.09 in 1Q 2023). Revenue: JP¥8.44b (up 9.7% from 1Q 2023). Net income: JP¥969.0m (up 29% from 1Q 2023). Profit margin: 12% (up from 9.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electrical industry in Germany. 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 1% per year, which means it is significantly lagging earnings.Declared Dividend • Apr 11Final dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 27th June 2024 Payment date: 6th September 2024 Dividend yield will be 307%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (77% earnings payout ratio) but not covered by cash flows (dividend approximately 28x free cash flows). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.공시 • Mar 28Nippon Carbon Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Nippon Carbon Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €32.40, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 11x in the Electrical industry in Germany. Total returns to shareholders of 20% over the past three years.공시 • Feb 11Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2024Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2024.Reported Earnings • Feb 11Full year 2023 earnings released: EPS: JP¥367 (vs JP¥289 in FY 2022)Full year 2023 results: EPS: JP¥367 (up from JP¥289 in FY 2022). Revenue: JP¥37.9b (up 5.8% from FY 2022). Net income: JP¥4.05b (up 27% from FY 2022). Profit margin: 11% (up from 8.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Electrical industry in Germany. 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 5% per year, which means it is significantly lagging earnings.공시 • Dec 28Nippon Carbon Co., Ltd. to Report Fiscal Year 2023 Results on Feb 09, 2024Nippon Carbon Co., Ltd. announced that they will report fiscal year 2023 results on Feb 09, 2024Upcoming Dividend • Dec 21Upcoming dividend of JP¥100.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is on the higher end at 77%, and the cash payout ratio is above 100%. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.9%).Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: JP¥61.03 (vs JP¥96.53 in 3Q 2022)Third quarter 2023 results: EPS: JP¥61.03 (down from JP¥96.53 in 3Q 2022). Revenue: JP¥8.74b (up 5.3% from 3Q 2022). Net income: JP¥674.0m (down 37% from 3Q 2022). Profit margin: 7.7% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • Sep 28Nippon Carbon Co., Ltd. to Report Q3, 2023 Results on Nov 10, 2023Nippon Carbon Co., Ltd. announced that they will report Q3, 2023 results on Nov 10, 2023New Risk • Aug 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 101% Dividend yield: 4.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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.Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: JP¥109 (vs JP¥101 in 2Q 2022)Second quarter 2023 results: EPS: JP¥109 (up from JP¥101 in 2Q 2022). Revenue: JP¥10.4b (down 1.5% from 2Q 2022). Net income: JP¥1.21b (up 7.7% from 2Q 2022). Profit margin: 12% (up from 11% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.공시 • Jun 28Nippon Carbon Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Nippon Carbon Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023Upcoming Dividend • Jun 22Upcoming dividend of JP¥100.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 07 September 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.0%).Reported Earnings • May 12First quarter 2023 earnings released: EPS: JP¥68.09 (vs JP¥69.36 in 1Q 2022)First quarter 2023 results: EPS: JP¥68.09 (down from JP¥69.36 in 1Q 2022). Revenue: JP¥7.70b (down 1.5% from 1Q 2022). Net income: JP¥752.0m (down 1.8% from 1Q 2022). Profit margin: 9.8% (in line with 1Q 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.Reported Earnings • Apr 02Full year 2022 earnings released: EPS: JP¥289 (vs JP¥247 in FY 2021)Full year 2022 results: EPS: JP¥289 (up from JP¥247 in FY 2021). Revenue: JP¥35.8b (up 13% from FY 2021). Net income: JP¥3.19b (up 17% from FY 2021). Profit margin: 8.9% (up from 8.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has remained flat, which means it is well ahead of earnings.공시 • Feb 12Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2023Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2023.Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥289 (vs JP¥247 in FY 2021)Full year 2022 results: EPS: JP¥289 (up from JP¥247 in FY 2021). Revenue: JP¥35.8b (up 13% from FY 2021). Net income: JP¥3.19b (up 17% from FY 2021). Profit margin: 8.9% (up from 8.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.공시 • Dec 28Nippon Carbon Co., Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Nippon Carbon Co., Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023Upcoming Dividend • Dec 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (2.8%).Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥96.53 (vs JP¥50.88 in 3Q 2021)Third quarter 2022 results: EPS: JP¥96.53 (up from JP¥50.88 in 3Q 2021). Revenue: JP¥8.31b (up 7.7% from 3Q 2021). Net income: JP¥1.07b (up 90% from 3Q 2021). Profit margin: 13% (up from 7.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: JP¥96.53 (vs JP¥50.88 in 3Q 2021)Third quarter 2022 results: EPS: JP¥96.53 (up from JP¥50.88 in 3Q 2021). Revenue: JP¥8.31b (up 7.7% from 3Q 2021). Net income: JP¥1.07b (up 90% from 3Q 2021). Profit margin: 13% (up from 7.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.공시 • Oct 05Nippon Carbon Co., Ltd. to Report Q3, 2022 Results on Nov 10, 2022Nippon Carbon Co., Ltd. announced that they will report Q3, 2022 results on Nov 10, 2022Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥101 (vs JP¥60.02 in 2Q 2021)Second quarter 2022 results: EPS: JP¥101 (up from JP¥60.02 in 2Q 2021). Revenue: JP¥10.6b (up 25% from 2Q 2021). Net income: JP¥1.12b (up 69% from 2Q 2021). Profit margin: 11% (up from 7.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.7%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.공시 • Jul 01Nippon Carbon Co., Ltd. to Report Q2, 2022 Results on Aug 10, 2022Nippon Carbon Co., Ltd. announced that they will report Q2, 2022 results on Aug 10, 2022Upcoming Dividend • Jun 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 08 September 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.1%).Reported Earnings • May 11First quarter 2022 earnings released: EPS: JP¥69.36 (vs JP¥20.43 in 1Q 2021)First quarter 2022 results: EPS: JP¥69.36 (up from JP¥20.43 in 1Q 2021). Revenue: JP¥7.81b (up 29% from 1Q 2021). Net income: JP¥766.0m (up 239% from 1Q 2021). Profit margin: 9.8% (up from 3.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Less 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. 4 experienced directors. 5 highly experienced directors. 2 independent directors (3 non-independent directors). Independent External Director Tadashi Tomikawa was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 08Nippon Carbon Co., Ltd. to Report Q1, 2022 Results on May 10, 2022Nippon Carbon Co., Ltd. announced that they will report Q1, 2022 results on May 10, 2022공시 • Mar 30+ 1 more updateNippon Carbon Co., Ltd. Announces Fiscal Year-End Dividend for the Year Ended December 31, 2021, Payable on March 30, 2022; Provides Second Quarter and Year End Dividend Guidance for the Year Ending December 31, 2022Nippon Carbon Co., Ltd. announced Fiscal year-end dividend of JPY 100.00 per share for the Year ended December 31, 2021. Scheduled date to commence dividend payments: March 30, 2022.The company also provided second quarter and year end dividend guidance for the Year ending December 31, 2022. For the second quarter, the company expects second quarter dividend of JPY 100.00 per share.For the year end, the company expects year end dividend of JPY 100.00 per share.공시 • Feb 12Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2022Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2022.Reported Earnings • Feb 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥247 (up from JP¥164 in FY 2020). Revenue: JP¥31.6b (up 18% from FY 2020). Net income: JP¥2.73b (up 51% from FY 2020). Profit margin: 8.6% (up from 6.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Over the next year, revenue is forecast to grow 11%, compared to a 14% growth forecast for the industry in Germany. 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.Upcoming Dividend • Dec 23Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.7%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (0.8%).Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS JP¥50.88 (vs JP¥26.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.72b (up 35% from 3Q 2020). Net income: JP¥562.0m (up 94% from 3Q 2020). Profit margin: 7.3% (up from 5.1% 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 59% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS JP¥60.02 (vs JP¥62.26 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: JP¥8.47b (up 14% from 2Q 2020). Net income: JP¥663.0m (down 3.8% from 2Q 2020). Profit margin: 7.8% (down from 9.2% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.Upcoming Dividend • Jun 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 09 September 2021. Trailing yield: 4.7%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.6%).Reported Earnings • May 11First quarter 2021 earnings released: EPS JP¥20.43 (vs JP¥43.84 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥6.08b (down 2.8% from 1Q 2020). Net income: JP¥226.0m (down 53% from 1Q 2020). Profit margin: 3.7% (down from 7.8% in 1Q 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% 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.공시 • Mar 18Nippon Carbon Co., Ltd. to Report Q1, 2021 Results on May 10, 2021Nippon Carbon Co., Ltd. announced that they will report Q1, 2021 results on May 10, 2021Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥164 (vs JP¥877 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥26.8b (down 40% from FY 2019). Net income: JP¥1.81b (down 81% from FY 2019). Profit margin: 6.8% (down from 22% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 10% per year.Analyst Estimate Surprise Post Earnings • Feb 14Revenue misses expectationsRevenue missed analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the Electrical industry in Germany.공시 • Feb 12Nippon Carbon Co., Ltd., Annual General Meeting, Mar 26, 2021Nippon Carbon Co., Ltd., Annual General Meeting, Mar 26, 2021.Is New 90 Day High Low • Jan 14New 90-day high: €33.00The company is up 14% from its price of €29.00 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 42% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.64 per share.Upcoming Dividend • Dec 22Upcoming Dividend of JP¥100.00 Per ShareWill be paid on the 30th of March to those who are registered shareholders by the 29th of December. The trailing yield of 5.0% is in the top quartile of German dividend payers (3.5%), and it is higher than industry peers (1.9%).Analyst Estimate Surprise Post Earnings • Nov 12Revenue misses expectationsRevenue missed analyst estimates by 22%. Over the next year, revenue is forecast to grow 7.5%, compared to a 19% growth forecast for the Electrical industry in Germany.Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS JP¥26.21The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: JP¥5.71b (down 42% from 3Q 2019). Net income: JP¥290.0m (down 85% from 3Q 2019). Profit margin: 5.1% (down from 20% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.Is New 90 Day High Low • Oct 08New 90-day high: €31.60The company is up 14% from its price of €27.60 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.52 per share.공시 • Sep 04Nippon Carbon Co., Ltd. to Report Q3, 2020 Results on Nov 10, 2020Nippon Carbon Co., Ltd. announced that they will report Q3, 2020 results on Nov 10, 2020공시 • Jun 29Nippon Carbon Co., Ltd. to Report Q2, 2020 Results on Aug 07, 2020Nippon Carbon Co., Ltd. announced that they will report Q2, 2020 results on Aug 07, 2020이익 및 매출 성장 예측DB:NPV - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/202842,0003,6002,600N/A112/31/202741,0003,4002,800N/A112/31/202639,5002,5004,300N/A13/31/202638,6344,637N/AN/AN/A12/31/202537,7354,8307916,319N/A9/30/202538,0125,781N/AN/AN/A6/30/202537,4614,0821,3276,977N/A3/31/202537,4763,783N/AN/AN/A12/31/202437,9564,0785145,234N/A9/30/202438,4504,306N/AN/AN/A6/30/202438,5714,385N/A3,482N/A3/31/202438,6104,267N/AN/AN/A12/31/202337,8674,050783,189N/A9/30/202335,9562,874N/AN/AN/A6/30/202335,5193,2662,1874,855N/A3/31/202335,6823,180N/AN/AN/A12/31/202235,7993,1943,9565,798N/A9/30/202236,0034,229N/AN/AN/A6/30/202235,4113,7254,4526,111N/A3/31/202233,3133,269N/AN/AN/A12/31/202131,5782,7295,9067,551N/A9/30/202129,6441,797N/AN/AN/A6/30/202127,6351,5251,8444,669N/A3/31/202126,6301,551N/AN/AN/A12/31/202026,8021,810-1,0203,853N/A9/30/202030,6523,582N/AN/AN/A6/30/202034,7245,2621,2156,092N/A3/31/202039,0776,919N/AN/AN/A12/31/201944,9319,700N/A4,792N/A9/30/201948,67911,314N/AN/AN/A6/30/201952,13012,174N/A10,197N/A3/31/201951,63112,340N/AN/AN/A12/31/201848,01710,292N/A12,633N/A9/30/201841,6468,526N/AN/AN/A6/30/201835,7966,343N/A5,409N/A3/31/201830,7264,291N/AN/AN/A12/31/201727,9642,961N/A3,876N/A9/30/201725,751-3,132N/AN/AN/A6/30/201723,682-5,009N/A3,922N/A3/31/201723,044-5,684N/AN/AN/A12/31/201622,903-5,413N/A2,370N/A9/30/201624,106-859N/AN/AN/A6/30/201625,495411N/A2,508N/A3/31/201628,0381,032N/AN/AN/A12/31/201528,8911,076N/A3,827N/A9/30/201529,1511,172N/AN/AN/A6/30/201529,9071,354N/A4,357N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: NPV 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.5%).수익 vs 시장: NPV 의 수익은 향후 3년간 감소할 것으로 예상됩니다(연간 -5.5%).고성장 수익: NPV 의 수익은 향후 3년간 감소할 것으로 예상됩니다.수익 대 시장: NPV 의 수익(연간 3.1%)이 German 시장(연간 6.5%)보다 느리게 성장할 것으로 예상됩니다.고성장 매출: NPV 의 수익(연간 3.1%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: NPV의 자본 수익률은 3년 후 6.5%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YCapital-goods 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/06/26 02:36종가2026/06/26 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스Nippon Carbon Co., Ltd.는 8명의 분석가가 다루고 있습니다. 이 중 1명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Takayuki KuniiBofA Global ResearchNoritsugu HirakawaDaiwa Securities Co. Ltd.Katsuhiko IshibashiDeutsche Bank5명의 분석가 더 보기
공시 • May 08Nippon Carbon Co., Ltd. to Report Q1, 2026 Results on May 08, 2026Nippon Carbon Co., Ltd. announced that they will report Q1, 2026 results on May 08, 2026
공시 • Feb 10+ 1 more updateNippon Carbon Co., Ltd., Annual General Meeting, Mar 27, 2026Nippon Carbon Co., Ltd., Annual General Meeting, Mar 27, 2026.
공시 • Dec 27Nippon Carbon Co., Ltd. to Report Fiscal Year 2025 Results on Feb 10, 2026Nippon Carbon Co., Ltd. announced that they will report fiscal year 2025 results on Feb 10, 2026
공시 • Sep 26Nippon Carbon Co., Ltd. to Report Q3, 2025 Results on Nov 10, 2025Nippon Carbon Co., Ltd. announced that they will report Q3, 2025 results on Nov 10, 2025
공시 • Jun 29Nippon Carbon Co., Ltd. to Report Q2, 2025 Results on Aug 08, 2025Nippon Carbon Co., Ltd. announced that they will report Q2, 2025 results on Aug 08, 2025
공시 • Mar 27Nippon Carbon Co., Ltd. to Report Q1, 2025 Results on May 09, 2025Nippon Carbon Co., Ltd. announced that they will report Q1, 2025 results on May 09, 2025
공시 • Feb 10Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2025Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2025.
공시 • Jan 03Nippon Carbon Co., Ltd. to Report Fiscal Year 2024 Results on Feb 10, 2025Nippon Carbon Co., Ltd. announced that they will report fiscal year 2024 results on Feb 10, 2025
Reported Earnings • Nov 13Third quarter 2024 earnings released: EPS: JP¥53.82 (vs JP¥61.03 in 3Q 2023)Third quarter 2024 results: EPS: JP¥53.82 (down from JP¥61.03 in 3Q 2023). Revenue: JP¥8.62b (down 1.4% from 3Q 2023). Net income: JP¥595.0m (down 12% from 3Q 2023). Profit margin: 6.9% (down from 7.7% in 3Q 2023). Revenue is forecast to grow 9.4% p.a. on average during the next 3 years, compared to a 7.1% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
공시 • Oct 16Nippon Carbon Co., Ltd. to Report Q3, 2024 Results on Nov 11, 2024Nippon Carbon Co., Ltd. announced that they will report Q3, 2024 results on Nov 11, 2024
Reported Earnings • Aug 14Second quarter 2024 earnings released: EPS: JP¥120 (vs JP¥109 in 2Q 2023)Second quarter 2024 results: EPS: JP¥120 (up from JP¥109 in 2Q 2023). Revenue: JP¥10.4b (flat on 2Q 2023). Net income: JP¥1.32b (up 9.8% from 2Q 2023). Profit margin: 13% (up from 12% in 2Q 2023). Revenue is forecast to grow 8.8% p.a. on average during the next 3 years, compared to a 7.2% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Declared Dividend • Aug 12Dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 27th December 2024 Payment date: 29th March 2025 Dividend yield will be 375%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (52% earnings payout ratio) but not covered by cash flows (dividend approximately 28x free cash flows). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 37% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Jun 28Nippon Carbon Co., Ltd. to Report Q2, 2024 Results on Aug 09, 2024Nippon Carbon Co., Ltd. announced that they will report Q2, 2024 results on Aug 09, 2024
Board Change • May 22Less than half of directors are independentFollowing the recent departure of a director, there are only 2 independent directors on the board. The company's board is composed of: 2 independent directors. 3 non-independent directors. Independent Outside Director Yuriko Katayama was the last independent director to join the board, commencing their role in 2022. The company's minority of independent directors is a risk according to the Simply Wall St Risk Model.
Reported Earnings • May 13First quarter 2024 earnings released: EPS: JP¥87.74 (vs JP¥68.09 in 1Q 2023)First quarter 2024 results: EPS: JP¥87.74 (up from JP¥68.09 in 1Q 2023). Revenue: JP¥8.44b (up 9.7% from 1Q 2023). Net income: JP¥969.0m (up 29% from 1Q 2023). Profit margin: 12% (up from 9.8% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 6.8% growth forecast for the Electrical industry in Germany. 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 1% per year, which means it is significantly lagging earnings.
Declared Dividend • Apr 11Final dividend of JP¥100.00 announcedShareholders will receive a dividend of JP¥100.00. Ex-date: 27th June 2024 Payment date: 6th September 2024 Dividend yield will be 307%, which is higher than the industry average of 1.8%. Sustainability & Growth Dividend is covered by earnings (77% earnings payout ratio) but not covered by cash flows (dividend approximately 28x free cash flows). The dividend has increased by an average of 15% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 39% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
공시 • Mar 28Nippon Carbon Co., Ltd. to Report Q1, 2024 Results on May 10, 2024Nippon Carbon Co., Ltd. announced that they will report Q1, 2024 results on May 10, 2024
Valuation Update With 7 Day Price Move • Feb 16Investor sentiment improves as stock rises 20%After last week's 20% share price gain to €32.40, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 11x in the Electrical industry in Germany. Total returns to shareholders of 20% over the past three years.
공시 • Feb 11Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2024Nippon Carbon Co., Ltd., Annual General Meeting, Mar 28, 2024.
Reported Earnings • Feb 11Full year 2023 earnings released: EPS: JP¥367 (vs JP¥289 in FY 2022)Full year 2023 results: EPS: JP¥367 (up from JP¥289 in FY 2022). Revenue: JP¥37.9b (up 5.8% from FY 2022). Net income: JP¥4.05b (up 27% from FY 2022). Profit margin: 11% (up from 8.9% in FY 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.3% p.a. on average during the next 2 years, compared to a 6.2% growth forecast for the Electrical industry in Germany. 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 5% per year, which means it is significantly lagging earnings.
공시 • Dec 28Nippon Carbon Co., Ltd. to Report Fiscal Year 2023 Results on Feb 09, 2024Nippon Carbon Co., Ltd. announced that they will report fiscal year 2023 results on Feb 09, 2024
Upcoming Dividend • Dec 21Upcoming dividend of JP¥100.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 01 April 2024. Payout ratio is on the higher end at 77%, and the cash payout ratio is above 100%. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.9%).
Reported Earnings • Nov 12Third quarter 2023 earnings released: EPS: JP¥61.03 (vs JP¥96.53 in 3Q 2022)Third quarter 2023 results: EPS: JP¥61.03 (down from JP¥96.53 in 3Q 2022). Revenue: JP¥8.74b (up 5.3% from 3Q 2022). Net income: JP¥674.0m (down 37% from 3Q 2022). Profit margin: 7.7% (down from 13% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • Sep 28Nippon Carbon Co., Ltd. to Report Q3, 2023 Results on Nov 10, 2023Nippon Carbon Co., Ltd. announced that they will report Q3, 2023 results on Nov 10, 2023
New Risk • Aug 17New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. Cash payout ratio: 101% Dividend yield: 4.7% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. 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.
Reported Earnings • Aug 13Second quarter 2023 earnings released: EPS: JP¥109 (vs JP¥101 in 2Q 2022)Second quarter 2023 results: EPS: JP¥109 (up from JP¥101 in 2Q 2022). Revenue: JP¥10.4b (down 1.5% from 2Q 2022). Net income: JP¥1.21b (up 7.7% from 2Q 2022). Profit margin: 12% (up from 11% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.9% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has increased by 4% per year whereas the company’s share price has fallen by 1% per year.
공시 • Jun 28Nippon Carbon Co., Ltd. to Report Q2, 2023 Results on Aug 10, 2023Nippon Carbon Co., Ltd. announced that they will report Q2, 2023 results on Aug 10, 2023
Upcoming Dividend • Jun 22Upcoming dividend of JP¥100.00 per share at 4.4% yieldEligible shareholders must have bought the stock before 29 June 2023. Payment date: 07 September 2023. Payout ratio is a comfortable 69% and this is well supported by cash flows. Trailing yield: 4.4%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (2.0%).
Reported Earnings • May 12First quarter 2023 earnings released: EPS: JP¥68.09 (vs JP¥69.36 in 1Q 2022)First quarter 2023 results: EPS: JP¥68.09 (down from JP¥69.36 in 1Q 2022). Revenue: JP¥7.70b (down 1.5% from 1Q 2022). Net income: JP¥752.0m (down 1.8% from 1Q 2022). Profit margin: 9.8% (in line with 1Q 2022). Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 7.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 3% per year, which means it is well ahead of earnings.
Reported Earnings • Apr 02Full year 2022 earnings released: EPS: JP¥289 (vs JP¥247 in FY 2021)Full year 2022 results: EPS: JP¥289 (up from JP¥247 in FY 2021). Revenue: JP¥35.8b (up 13% from FY 2021). Net income: JP¥3.19b (up 17% from FY 2021). Profit margin: 8.9% (up from 8.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.0% p.a. on average during the next 3 years, compared to a 8.2% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
공시 • Feb 12Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2023Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2023.
Reported Earnings • Feb 12Full year 2022 earnings released: EPS: JP¥289 (vs JP¥247 in FY 2021)Full year 2022 results: EPS: JP¥289 (up from JP¥247 in FY 2021). Revenue: JP¥35.8b (up 13% from FY 2021). Net income: JP¥3.19b (up 17% from FY 2021). Profit margin: 8.9% (up from 8.6% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 2 years, compared to a 8.6% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 33% per year but the company’s share price has only fallen by 3% per year, which means it has not declined as severely as earnings.
공시 • Dec 28Nippon Carbon Co., Ltd. to Report Fiscal Year 2022 Results on Feb 10, 2023Nippon Carbon Co., Ltd. announced that they will report fiscal year 2022 results on Feb 10, 2023
Upcoming Dividend • Dec 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 December 2022. Payment date: 30 March 2023. Payout ratio is a comfortable 52% and this is well supported by cash flows. Trailing yield: 4.7%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (2.8%).
Reported Earnings • Nov 16Third quarter 2022 earnings released: EPS: JP¥96.53 (vs JP¥50.88 in 3Q 2021)Third quarter 2022 results: EPS: JP¥96.53 (up from JP¥50.88 in 3Q 2021). Revenue: JP¥8.31b (up 7.7% from 3Q 2021). Net income: JP¥1.07b (up 90% from 3Q 2021). Profit margin: 13% (up from 7.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.8% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 5% per year, which means it has not declined as severely as earnings.
Reported Earnings • Nov 12Third quarter 2022 earnings released: EPS: JP¥96.53 (vs JP¥50.88 in 3Q 2021)Third quarter 2022 results: EPS: JP¥96.53 (up from JP¥50.88 in 3Q 2021). Revenue: JP¥8.31b (up 7.7% from 3Q 2021). Net income: JP¥1.07b (up 90% from 3Q 2021). Profit margin: 13% (up from 7.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.8% p.a. on average during the next 3 years, compared to a 9.7% growth forecast for the Electrical industry in Germany. Over the last 3 years on average, earnings per share has fallen by 49% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
공시 • Oct 05Nippon Carbon Co., Ltd. to Report Q3, 2022 Results on Nov 10, 2022Nippon Carbon Co., Ltd. announced that they will report Q3, 2022 results on Nov 10, 2022
Reported Earnings • Aug 12Second quarter 2022 earnings released: EPS: JP¥101 (vs JP¥60.02 in 2Q 2021)Second quarter 2022 results: EPS: JP¥101 (up from JP¥60.02 in 2Q 2021). Revenue: JP¥10.6b (up 25% from 2Q 2021). Net income: JP¥1.12b (up 69% from 2Q 2021). Profit margin: 11% (up from 7.8% in 2Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.7%, compared to a 14% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 63 percentage points per year, which is a significant difference in performance.
공시 • Jul 01Nippon Carbon Co., Ltd. to Report Q2, 2022 Results on Aug 10, 2022Nippon Carbon Co., Ltd. announced that they will report Q2, 2022 results on Aug 10, 2022
Upcoming Dividend • Jun 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 June 2022. Payment date: 08 September 2022. Payout ratio is a comfortable 68% and this is well supported by cash flows. Trailing yield: 4.8%. Within top quartile of German dividend payers (4.4%). Higher than average of industry peers (1.1%).
Reported Earnings • May 11First quarter 2022 earnings released: EPS: JP¥69.36 (vs JP¥20.43 in 1Q 2021)First quarter 2022 results: EPS: JP¥69.36 (up from JP¥20.43 in 1Q 2021). Revenue: JP¥7.81b (up 29% from 1Q 2021). Net income: JP¥766.0m (up 239% from 1Q 2021). Profit margin: 9.8% (up from 3.7% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 65 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Less 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. 4 experienced directors. 5 highly experienced directors. 2 independent directors (3 non-independent directors). Independent External Director Tadashi Tomikawa was the last independent director to join the board, commencing their role in 2015. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 08Nippon Carbon Co., Ltd. to Report Q1, 2022 Results on May 10, 2022Nippon Carbon Co., Ltd. announced that they will report Q1, 2022 results on May 10, 2022
공시 • Mar 30+ 1 more updateNippon Carbon Co., Ltd. Announces Fiscal Year-End Dividend for the Year Ended December 31, 2021, Payable on March 30, 2022; Provides Second Quarter and Year End Dividend Guidance for the Year Ending December 31, 2022Nippon Carbon Co., Ltd. announced Fiscal year-end dividend of JPY 100.00 per share for the Year ended December 31, 2021. Scheduled date to commence dividend payments: March 30, 2022.The company also provided second quarter and year end dividend guidance for the Year ending December 31, 2022. For the second quarter, the company expects second quarter dividend of JPY 100.00 per share.For the year end, the company expects year end dividend of JPY 100.00 per share.
공시 • Feb 12Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2022Nippon Carbon Co., Ltd., Annual General Meeting, Mar 29, 2022.
Reported Earnings • Feb 11Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: JP¥247 (up from JP¥164 in FY 2020). Revenue: JP¥31.6b (up 18% from FY 2020). Net income: JP¥2.73b (up 51% from FY 2020). Profit margin: 8.6% (up from 6.8% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.4%. Over the next year, revenue is forecast to grow 11%, compared to a 14% growth forecast for the industry in Germany. 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.
Upcoming Dividend • Dec 23Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 December 2021. Payment date: 29 March 2022. The company is paying out more than 100% of its earnings and cash flow. Trailing yield: 4.7%. Within top quartile of German dividend payers (3.3%). Higher than average of industry peers (0.8%).
Reported Earnings • Nov 11Third quarter 2021 earnings released: EPS JP¥50.88 (vs JP¥26.21 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: JP¥7.72b (up 35% from 3Q 2020). Net income: JP¥562.0m (up 94% from 3Q 2020). Profit margin: 7.3% (up from 5.1% 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 59% per year but the company’s share price has only fallen by 11% per year, which means it has not declined as severely as earnings.
Reported Earnings • Aug 12Second quarter 2021 earnings released: EPS JP¥60.02 (vs JP¥62.26 in 2Q 2020)The company reported a soft second quarter result with weaker earnings and profit margins, although revenues improved. Second quarter 2021 results: Revenue: JP¥8.47b (up 14% from 2Q 2020). Net income: JP¥663.0m (down 3.8% from 2Q 2020). Profit margin: 7.8% (down from 9.2% in 2Q 2020). The decrease in margin was driven by higher expenses. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
Upcoming Dividend • Jun 22Upcoming dividend of JP¥100.00 per shareEligible shareholders must have bought the stock before 29 June 2021. Payment date: 09 September 2021. Trailing yield: 4.7%. Within top quartile of German dividend payers (3.1%). Higher than average of industry peers (1.6%).
Reported Earnings • May 11First quarter 2021 earnings released: EPS JP¥20.43 (vs JP¥43.84 in 1Q 2020)The company reported a poor first quarter result with weaker earnings, revenues and profit margins. First quarter 2021 results: Revenue: JP¥6.08b (down 2.8% from 1Q 2020). Net income: JP¥226.0m (down 53% from 1Q 2020). Profit margin: 3.7% (down from 7.8% in 1Q 2020). The decrease in margin was primarily driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 27% 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.
공시 • Mar 18Nippon Carbon Co., Ltd. to Report Q1, 2021 Results on May 10, 2021Nippon Carbon Co., Ltd. announced that they will report Q1, 2021 results on May 10, 2021
Reported Earnings • Feb 14Full year 2020 earnings released: EPS JP¥164 (vs JP¥877 in FY 2019)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2020 results: Revenue: JP¥26.8b (down 40% from FY 2019). Net income: JP¥1.81b (down 81% from FY 2019). Profit margin: 6.8% (down from 22% in FY 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 7% per year whereas the company’s share price has fallen by 10% per year.
Analyst Estimate Surprise Post Earnings • Feb 14Revenue misses expectationsRevenue missed analyst estimates by 0.1%. Over the next year, revenue is forecast to grow 11%, compared to a 16% growth forecast for the Electrical industry in Germany.
공시 • Feb 12Nippon Carbon Co., Ltd., Annual General Meeting, Mar 26, 2021Nippon Carbon Co., Ltd., Annual General Meeting, Mar 26, 2021.
Is New 90 Day High Low • Jan 14New 90-day high: €33.00The company is up 14% from its price of €29.00 on 16 October 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 42% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.64 per share.
Upcoming Dividend • Dec 22Upcoming Dividend of JP¥100.00 Per ShareWill be paid on the 30th of March to those who are registered shareholders by the 29th of December. The trailing yield of 5.0% is in the top quartile of German dividend payers (3.5%), and it is higher than industry peers (1.9%).
Analyst Estimate Surprise Post Earnings • Nov 12Revenue misses expectationsRevenue missed analyst estimates by 22%. Over the next year, revenue is forecast to grow 7.5%, compared to a 19% growth forecast for the Electrical industry in Germany.
Reported Earnings • Nov 12Third quarter 2020 earnings released: EPS JP¥26.21The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: JP¥5.71b (down 42% from 3Q 2019). Net income: JP¥290.0m (down 85% from 3Q 2019). Profit margin: 5.1% (down from 20% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 23% per year but the company’s share price has fallen by 5% per year, which means it is significantly lagging earnings.
Is New 90 Day High Low • Oct 08New 90-day high: €31.60The company is up 14% from its price of €27.60 on 10 July 2020. The German market is up 3.0% over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Electrical industry, which is up 24% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €16.52 per share.
공시 • Sep 04Nippon Carbon Co., Ltd. to Report Q3, 2020 Results on Nov 10, 2020Nippon Carbon Co., Ltd. announced that they will report Q3, 2020 results on Nov 10, 2020
공시 • Jun 29Nippon Carbon Co., Ltd. to Report Q2, 2020 Results on Aug 07, 2020Nippon Carbon Co., Ltd. announced that they will report Q2, 2020 results on Aug 07, 2020