View ValuationNichicon 향후 성장Future 기준 점검 3/6Nichicon (는) 각각 연간 19.6% 및 8.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19.4% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 8.6% 로 예상됩니다.핵심 정보19.6%이익 성장률19.37%EPS 성장률Electronic 이익 성장34.2%매출 성장률8.8%향후 자기자본이익률8.60%애널리스트 커버리지Good마지막 업데이트15 May 2026최근 향후 성장 업데이트업데이트 없음모든 업데이트 보기Recent updatesBoard Change • May 20High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 1 experienced director. 3 highly experienced directors. Chairman of the Board & CEO Ippei Takeda is the most experienced director on the board, commencing their role in 1983. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.공시 • May 08+ 1 more updateNichicon Corporation to Report Fiscal Year 2026 Results on May 08, 2026Nichicon Corporation announced that they will report fiscal year 2026 results on May 08, 2026공시 • Dec 20Nichicon Corporation to Report Q3, 2026 Results on Feb 05, 2026Nichicon Corporation announced that they will report Q3, 2026 results on Feb 05, 2026공시 • Sep 04Nichicon Corporation to Report Q2, 2026 Results on Nov 05, 2025Nichicon Corporation announced that they will report Q2, 2026 results on Nov 05, 2025공시 • Jun 17Nichicon Corporation to Report Q1, 2026 Results on Aug 05, 2025Nichicon Corporation announced that they will report Q1, 2026 results on Aug 05, 2025공시 • May 09Nichicon Corporation, Annual General Meeting, Jun 27, 2025Nichicon Corporation, Annual General Meeting, Jun 27, 2025.공시 • Mar 27Nichicon Corporation to Report Fiscal Year 2025 Results on May 09, 2025Nichicon Corporation announced that they will report fiscal year 2025 results on May 09, 2025공시 • Feb 07Nichicon Corporation (TSE:6996) announces an Equity Buyback for 1,600,000 shares, representing 2.34% for ¥1,600 million.Nichicon Corporation (TSE:6996) announces a share repurchase program. Under the program, the company will repurchase 1,600,000 shares, representing 2.34% of its share capital, for ¥1,600 million. The company will repurchase its shares in order to further expand shareholder returns and improving capital efficiency. The program will expire on March 27, 2025. As of December 31, 2024, the company had 68,414,539 shares outstanding (excluding treasury shares) and 9,585,461 shares in treasury.공시 • Dec 07Nichicon Corporation to Report Q3, 2025 Results on Feb 06, 2025Nichicon Corporation announced that they will report Q3, 2025 results on Feb 06, 2025New Risk • Nov 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.6% Last year net profit margin: 5.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.공시 • Sep 26Nichicon Corporation to Report Q2, 2025 Results on Nov 06, 2024Nichicon Corporation announced that they will report Q2, 2025 results on Nov 06, 2024Upcoming Dividend • Sep 20Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.8%).Buy Or Sell Opportunity • Aug 11Now 21% overvaluedOver the last 90 days, the stock has fallen 20% to €5.75. The fair value is estimated to be €4.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥25.26 (vs JP¥49.83 in 1Q 2024)First quarter 2025 results: EPS: JP¥25.26 (down from JP¥49.83 in 1Q 2024). Revenue: JP¥41.2b (down 8.4% from 1Q 2024). Net income: JP¥1.73b (down 49% from 1Q 2024). Profit margin: 4.2% (down from 7.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.60, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 30% over the past three years.Board Change • Jun 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. External Independent Director Haruhiko Kato was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jun 21Full year 2024 earnings released: EPS: JP¥121 (vs JP¥114 in FY 2023)Full year 2024 results: EPS: JP¥121 (up from JP¥114 in FY 2023). Revenue: JP¥181.6b (down 1.7% from FY 2023). Net income: JP¥8.25b (up 5.6% from FY 2023). Profit margin: 4.5% (up from 4.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • May 11Full year 2024 earnings released: EPS: JP¥121 (vs JP¥114 in FY 2023)Full year 2024 results: EPS: JP¥121 (up from JP¥114 in FY 2023). Revenue: JP¥181.6b (down 1.7% from FY 2023). Net income: JP¥8.25b (up 5.6% from FY 2023). Profit margin: 4.5% (up from 4.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.공시 • May 11Nichicon Corporation, Annual General Meeting, Jun 27, 2024Nichicon Corporation, Annual General Meeting, Jun 27, 2024.New Risk • Apr 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% 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. This is currently the only risk that has been identified for the company.Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.5%).공시 • Mar 02Nichicon Corporation to Report Fiscal Year 2024 Results on May 09, 2024Nichicon Corporation announced that they will report fiscal year 2024 results on May 09, 2024Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥28.55 (vs JP¥51.57 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.55 (down from JP¥51.57 in 3Q 2023). Revenue: JP¥46.2b (down 6.9% from 3Q 2023). Net income: JP¥1.95b (down 45% from 3Q 2023). Profit margin: 4.2% (down from 7.1% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.공시 • Dec 22Nichicon Corporation to Report Q3, 2024 Results on Feb 09, 2024Nichicon Corporation announced that they will report Q3, 2024 results on Feb 09, 2024New Risk • Nov 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% 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. This is currently the only risk that has been identified for the company.Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥38.63 (vs JP¥11.56 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥38.63 (up from JP¥11.56 loss in 2Q 2023). Revenue: JP¥47.6b (up 2.2% from 2Q 2023). Net income: JP¥2.64b (up JP¥3.43b from 2Q 2023). Profit margin: 5.5% (up from net loss in 2Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Upcoming Dividend • Sep 21Upcoming dividend of JP¥16.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).공시 • Aug 30Nichicon Corporation to Report Q2, 2024 Results on Nov 08, 2023Nichicon Corporation announced that they will report Q2, 2024 results on Nov 08, 2023New Risk • Aug 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.0% Last year net profit margin: 6.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.0% net profit margin).Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥49.83 (vs JP¥52.46 in 1Q 2023)First quarter 2024 results: EPS: JP¥49.83 (down from JP¥52.46 in 1Q 2023). Revenue: JP¥44.9b (up 9.5% from 1Q 2023). Net income: JP¥3.41b (down 5.0% from 1Q 2023). Profit margin: 7.6% (down from 8.8% in 1Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.공시 • Jun 28Nichicon Corporation to Report Q1, 2024 Results on Aug 09, 2023Nichicon Corporation announced that they will report Q1, 2024 results on Aug 09, 2023Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥114 (vs JP¥115 in FY 2022)Full year 2023 results: EPS: JP¥114 (down from JP¥115 in FY 2022). Revenue: JP¥184.7b (up 30% from FY 2022). Net income: JP¥7.81b (down 1.1% from FY 2022). Profit margin: 4.2% (down from 5.6% in FY 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Germany.Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥51.57 (vs JP¥40.28 in 3Q 2022)Third quarter 2023 results: EPS: JP¥51.57 (up from JP¥40.28 in 3Q 2022). Revenue: JP¥49.6b (up 32% from 3Q 2022). Net income: JP¥3.53b (up 28% from 3Q 2022). Profit margin: 7.1% (down from 7.3% in 3Q 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.공시 • Nov 30Nichicon Corporation to Report Q3, 2023 Results on Feb 08, 2023Nichicon Corporation announced that they will report Q3, 2023 results on Feb 08, 2023Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Shigenobu Aikyo was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.Reported Earnings • Nov 09Second quarter 2023 earnings released: JP¥11.56 loss per share (vs JP¥20.58 profit in 2Q 2022)Second quarter 2023 results: JP¥11.56 loss per share (down from JP¥20.58 profit in 2Q 2022). Revenue: JP¥46.6b (up 38% from 2Q 2022). Net loss: JP¥791.0m (down 156% from profit in 2Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 08 December 2022. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).공시 • Sep 01Nichicon Corporation to Report Q2, 2023 Results on Nov 07, 2022Nichicon Corporation announced that they will report Q2, 2023 results on Nov 07, 2022Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: JP¥52.46 (vs JP¥13.93 in 1Q 2022)First quarter 2023 results: EPS: JP¥52.46 (up from JP¥13.93 in 1Q 2022). Revenue: JP¥41.0b (up 32% from 1Q 2022). Net income: JP¥3.59b (up 277% from 1Q 2022). Profit margin: 8.8% (up from 3.1% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.1%, compared to a 21% growth forecast for the industry in Germany.공시 • Jul 07Nichicon Shares Deleted from Other OTCNichicon Corporation shares deleted from Other OTC effective July 05, 2022. The deletion is due to Inactive Security.공시 • Jun 04Nichicon Corporation to Report Q1, 2023 Results on Aug 08, 2022Nichicon Corporation announced that they will report Q1, 2023 results on Aug 08, 2022Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥115 (vs JP¥24.89 in FY 2021)Full year 2022 results: EPS: JP¥115 (up from JP¥24.89 in FY 2021). Revenue: JP¥142.2b (up 23% from FY 2021). Net income: JP¥7.90b (up 364% from FY 2021). Profit margin: 5.6% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.3%, compared to a 25% growth forecast for the industry in Germany.공시 • May 13Nichicon Corporation, Annual General Meeting, Jun 29, 2022Nichicon Corporation, Annual General Meeting, Jun 29, 2022.Board Change • Apr 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Shigenobu Aikyo was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.공시 • Apr 08Nichicon Corporation to Report Fiscal Year 2022 Results on May 11, 2022Nichicon Corporation announced that they will report fiscal year 2022 results on May 11, 2022Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (0.7%).Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥40.28 (up from JP¥5.77 in 3Q 2021). Revenue: JP¥37.7b (up 23% from 3Q 2021). Net income: JP¥2.76b (up JP¥2.36b from 3Q 2021). Profit margin: 7.3% (up from 1.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 7.4%, compared to a 23% growth forecast for the industry in Germany.Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥20.58 (vs JP¥1.13 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥33.9b (up 19% from 2Q 2021). Net income: JP¥1.41b (up JP¥1.33b from 2Q 2021). Profit margin: 4.2% (up from 0.3% in 2Q 2021). The increase in margin was driven by higher revenue.Upcoming Dividend • Sep 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥13.93 (vs JP¥8.38 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥31.2b (up 25% from 1Q 2021). Net income: JP¥953.0m (up 66% from 1Q 2021). Profit margin: 3.1% (up from 2.3% in 1Q 2021). The increase in margin was driven by higher revenue.Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥24.89 (vs JP¥40.59 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥116.1b (down 3.0% from FY 2020). Net income: JP¥1.70b (down 39% from FY 2020). Profit margin: 1.5% (down from 2.3% in FY 2020). The decrease in margin was driven by lower revenue.Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥5.77 (vs JP¥7.27 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥30.8b (flat on 3Q 2020). Net income: JP¥395.0m (down 22% from 3Q 2020). Profit margin: 1.3% (down from 1.6% in 3Q 2020).Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectationsRevenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 10%, compared to a 17% growth forecast for the Electronic industry in Germany.이익 및 매출 성장 예측DB:NH4 - 애널리스트 향후 추정치 및 과거 재무 데이터 (JPY Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수3/31/2029223,60012,13515,40021,90023/31/2028202,8769,3167,92415,92573/31/2027187,5007,6876,30012,80063/31/2026169,7246,3101,0648,163N/A12/31/2025167,2602,7395,75712,498N/A9/30/2025171,9763,4368,29515,546N/A6/30/2025174,2025,3366,12314,209N/A3/31/2025175,7515,8777,69618,346N/A12/31/2024175,6377,4056,10018,411N/A9/30/2024173,5956,26265913,593N/A6/30/2024177,8836,5727,77619,755N/A3/31/2024181,6438,2534,03716,321N/A12/31/2023186,2049,4937,15919,073N/A9/30/2023189,65211,0686,64118,012N/A6/30/2023188,6217,634-95410,214N/A3/31/2023184,7257,814-1649,186N/A12/31/2022176,7109,111-4,3084,448N/A9/30/2022164,7518,339-4,2104,286N/A6/30/2022152,01710,538-3,4304,902N/A3/31/2022142,1987,902-2,6255,264N/A12/31/2021134,4725,775-1,0836,101N/A9/30/2021127,5483,4148647,510N/A6/30/2021122,2392,0831,2277,573N/A3/31/2021116,0731,7031,1737,095N/A12/31/2020113,4021,2504166,423N/A9/30/2020113,4621,360-2,6533,548N/A6/30/2020115,4782,451-2,2704,309N/A3/31/2020119,6752,812-2,0754,811N/A12/31/2019122,1942,153N/A-5,368N/A9/30/2019122,790-6,506N/A-6,212N/A6/30/2019123,213-8,172N/A-6,027N/A3/31/2019122,860-7,953N/A-22,790N/A12/31/2018120,752-17,647N/A-11,519N/A9/30/2018117,643-8,101N/A-10,129N/A6/30/2018116,673-6,184N/A-8,101N/A3/31/2018114,767-10,905N/A7,989N/A12/31/2017111,763-829N/A8,115N/A9/30/2017108,541-475N/A5,988N/A6/30/2017103,574-1,292N/A3,664N/A3/31/2017100,4012,623N/A3,310N/A12/31/2016100,5132,929N/A6,896N/A9/30/2016102,629-2,207N/A11,069N/A6/30/2016107,015-1,131N/A10,040N/A3/31/2016109,815-591N/A10,221N/A12/31/2015110,506-2,313N/A6,836N/A9/30/2015110,3412,978N/A7,300N/A6/30/2015107,5902,944N/A6,586N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: NH4 의 연간 예상 수익 증가율(19.6%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: NH4 의 연간 수익(19.6%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: NH4 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: NH4 의 수익(연간 8.8%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: NH4 의 수익(연간 8.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: NH4의 자본 수익률은 3년 후 8.6%로 낮을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YTech 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/25 04:33종가2026/05/22 00:00수익2026/03/31연간 수익2026/03/31데이터 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 소스Nichicon Corporation는 16명의 분석가가 다루고 있습니다. 이 중 7명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Masashi KubotaBofA Global ResearchLiliko TakayamaCitigroup IncTakayuki NaitoCitigroup Inc13명의 분석가 더 보기
Board Change • May 20High number of new and inexperienced directorsThere are 8 new directors who have joined the board in the last 3 years. The company's board is composed of: 8 new directors. 1 experienced director. 3 highly experienced directors. Chairman of the Board & CEO Ippei Takeda is the most experienced director on the board, commencing their role in 1983. The following issues are considered to be risks according to the Simply Wall St Risk Model: Lack of board continuity. Lack of experienced directors.
공시 • May 08+ 1 more updateNichicon Corporation to Report Fiscal Year 2026 Results on May 08, 2026Nichicon Corporation announced that they will report fiscal year 2026 results on May 08, 2026
공시 • Dec 20Nichicon Corporation to Report Q3, 2026 Results on Feb 05, 2026Nichicon Corporation announced that they will report Q3, 2026 results on Feb 05, 2026
공시 • Sep 04Nichicon Corporation to Report Q2, 2026 Results on Nov 05, 2025Nichicon Corporation announced that they will report Q2, 2026 results on Nov 05, 2025
공시 • Jun 17Nichicon Corporation to Report Q1, 2026 Results on Aug 05, 2025Nichicon Corporation announced that they will report Q1, 2026 results on Aug 05, 2025
공시 • May 09Nichicon Corporation, Annual General Meeting, Jun 27, 2025Nichicon Corporation, Annual General Meeting, Jun 27, 2025.
공시 • Mar 27Nichicon Corporation to Report Fiscal Year 2025 Results on May 09, 2025Nichicon Corporation announced that they will report fiscal year 2025 results on May 09, 2025
공시 • Feb 07Nichicon Corporation (TSE:6996) announces an Equity Buyback for 1,600,000 shares, representing 2.34% for ¥1,600 million.Nichicon Corporation (TSE:6996) announces a share repurchase program. Under the program, the company will repurchase 1,600,000 shares, representing 2.34% of its share capital, for ¥1,600 million. The company will repurchase its shares in order to further expand shareholder returns and improving capital efficiency. The program will expire on March 27, 2025. As of December 31, 2024, the company had 68,414,539 shares outstanding (excluding treasury shares) and 9,585,461 shares in treasury.
공시 • Dec 07Nichicon Corporation to Report Q3, 2025 Results on Feb 06, 2025Nichicon Corporation announced that they will report Q3, 2025 results on Feb 06, 2025
New Risk • Nov 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 3.6% Last year net profit margin: 5.8% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
공시 • Sep 26Nichicon Corporation to Report Q2, 2025 Results on Nov 06, 2024Nichicon Corporation announced that they will report Q2, 2025 results on Nov 06, 2024
Upcoming Dividend • Sep 20Upcoming dividend of JP¥17.00 per shareEligible shareholders must have bought the stock before 27 September 2024. Payment date: 06 December 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 3.6%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.8%).
Buy Or Sell Opportunity • Aug 11Now 21% overvaluedOver the last 90 days, the stock has fallen 20% to €5.75. The fair value is estimated to be €4.74, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 14% over the last 3 years. Earnings per share has grown by 20%. Revenue is forecast to grow by 11% in 2 years. Earnings are forecast to grow by 27% in the next 2 years.
Reported Earnings • Aug 09First quarter 2025 earnings released: EPS: JP¥25.26 (vs JP¥49.83 in 1Q 2024)First quarter 2025 results: EPS: JP¥25.26 (down from JP¥49.83 in 1Q 2024). Revenue: JP¥41.2b (down 8.4% from 1Q 2024). Net income: JP¥1.73b (down 49% from 1Q 2024). Profit margin: 4.2% (down from 7.6% in 1Q 2024). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 20% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 05Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €5.60, the stock trades at a forward P/E ratio of 8x. Average forward P/E is 15x in the Electronic industry in Germany. Total loss to shareholders of 30% over the past three years.
Board Change • Jun 30High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. External Independent Director Haruhiko Kato was the last director to join the board, commencing their role in 2023. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jun 21Full year 2024 earnings released: EPS: JP¥121 (vs JP¥114 in FY 2023)Full year 2024 results: EPS: JP¥121 (up from JP¥114 in FY 2023). Revenue: JP¥181.6b (down 1.7% from FY 2023). Net income: JP¥8.25b (up 5.6% from FY 2023). Profit margin: 4.5% (up from 4.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.7% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • May 11Full year 2024 earnings released: EPS: JP¥121 (vs JP¥114 in FY 2023)Full year 2024 results: EPS: JP¥121 (up from JP¥114 in FY 2023). Revenue: JP¥181.6b (down 1.7% from FY 2023). Net income: JP¥8.25b (up 5.6% from FY 2023). Profit margin: 4.5% (up from 4.2% in FY 2023). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 34% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
공시 • May 11Nichicon Corporation, Annual General Meeting, Jun 27, 2024Nichicon Corporation, Annual General Meeting, Jun 27, 2024.
New Risk • Apr 03New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 0.3% 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. This is currently the only risk that has been identified for the company.
Upcoming Dividend • Mar 21Upcoming dividend of JP¥16.00 per shareEligible shareholders must have bought the stock before 28 March 2024. Payment date: 01 July 2024. Payout ratio is a comfortable 23% and this is well supported by cash flows. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (4.9%). Higher than average of industry peers (1.5%).
공시 • Mar 02Nichicon Corporation to Report Fiscal Year 2024 Results on May 09, 2024Nichicon Corporation announced that they will report fiscal year 2024 results on May 09, 2024
Reported Earnings • Feb 11Third quarter 2024 earnings released: EPS: JP¥28.55 (vs JP¥51.57 in 3Q 2023)Third quarter 2024 results: EPS: JP¥28.55 (down from JP¥51.57 in 3Q 2023). Revenue: JP¥46.2b (down 6.9% from 3Q 2023). Net income: JP¥1.95b (down 45% from 3Q 2023). Profit margin: 4.2% (down from 7.1% in 3Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 4.4% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has fallen by 11% per year, which means it is significantly lagging earnings.
공시 • Dec 22Nichicon Corporation to Report Q3, 2024 Results on Feb 09, 2024Nichicon Corporation announced that they will report Q3, 2024 results on Feb 09, 2024
New Risk • Nov 30New major risk - Revenue and earnings growthEarnings are forecast to decline by an average of 2.1% 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. This is currently the only risk that has been identified for the company.
Reported Earnings • Nov 09Second quarter 2024 earnings released: EPS: JP¥38.63 (vs JP¥11.56 loss in 2Q 2023)Second quarter 2024 results: EPS: JP¥38.63 (up from JP¥11.56 loss in 2Q 2023). Revenue: JP¥47.6b (up 2.2% from 2Q 2023). Net income: JP¥2.64b (up JP¥3.43b from 2Q 2023). Profit margin: 5.5% (up from net loss in 2Q 2023). The move to profitability was primarily driven by lower expenses. Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Upcoming Dividend • Sep 21Upcoming dividend of JP¥16.00 per share at 2.4% yieldEligible shareholders must have bought the stock before 28 September 2023. Payment date: 07 December 2023. Payout ratio is a comfortable 27% but the company is not cash flow positive. Trailing yield: 2.4%. Lower than top quartile of German dividend payers (4.8%). Higher than average of industry peers (1.5%).
공시 • Aug 30Nichicon Corporation to Report Q2, 2024 Results on Nov 08, 2023Nichicon Corporation announced that they will report Q2, 2024 results on Nov 08, 2023
New Risk • Aug 11New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 4.0% Last year net profit margin: 6.9% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Paying a dividend despite having no free cash flows. Large one-off items impacting financial results. Profit margins are more than 30% lower than last year (4.0% net profit margin).
Reported Earnings • Aug 10First quarter 2024 earnings released: EPS: JP¥49.83 (vs JP¥52.46 in 1Q 2023)First quarter 2024 results: EPS: JP¥49.83 (down from JP¥52.46 in 1Q 2023). Revenue: JP¥44.9b (up 9.5% from 1Q 2023). Net income: JP¥3.41b (down 5.0% from 1Q 2023). Profit margin: 7.6% (down from 8.8% in 1Q 2023). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
공시 • Jun 28Nichicon Corporation to Report Q1, 2024 Results on Aug 09, 2023Nichicon Corporation announced that they will report Q1, 2024 results on Aug 09, 2023
Reported Earnings • May 10Full year 2023 earnings released: EPS: JP¥114 (vs JP¥115 in FY 2022)Full year 2023 results: EPS: JP¥114 (down from JP¥115 in FY 2022). Revenue: JP¥184.7b (up 30% from FY 2022). Net income: JP¥7.81b (down 1.1% from FY 2022). Profit margin: 4.2% (down from 5.6% in FY 2022). Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Electronic industry in Germany.
Upcoming Dividend • Mar 23Upcoming dividend of JP¥16.00 per share at 2.2% yieldEligible shareholders must have bought the stock before 30 March 2023. Payment date: 30 June 2023. Payout ratio is a comfortable 21% but the company is not cash flow positive. Trailing yield: 2.2%. Lower than top quartile of German dividend payers (4.7%). Higher than average of industry peers (1.0%).
Reported Earnings • Feb 10Third quarter 2023 earnings released: EPS: JP¥51.57 (vs JP¥40.28 in 3Q 2022)Third quarter 2023 results: EPS: JP¥51.57 (up from JP¥40.28 in 3Q 2022). Revenue: JP¥49.6b (up 32% from 3Q 2022). Net income: JP¥3.53b (up 28% from 3Q 2022). Profit margin: 7.1% (down from 7.3% in 3Q 2022). Revenue is forecast to grow 4.1% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Electronic industry in Germany.
공시 • Nov 30Nichicon Corporation to Report Q3, 2023 Results on Feb 08, 2023Nichicon Corporation announced that they will report Q3, 2023 results on Feb 08, 2023
Board Change • Nov 16Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Shigenobu Aikyo was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
Reported Earnings • Nov 09Second quarter 2023 earnings released: JP¥11.56 loss per share (vs JP¥20.58 profit in 2Q 2022)Second quarter 2023 results: JP¥11.56 loss per share (down from JP¥20.58 profit in 2Q 2022). Revenue: JP¥46.6b (up 38% from 2Q 2022). Net loss: JP¥791.0m (down 156% from profit in 2Q 2022). Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Electronic industry in Germany.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 29 September 2022. Payment date: 08 December 2022. Payout ratio is a comfortable 18% but the company is not cash flow positive. Trailing yield: 1.9%. Lower than top quartile of German dividend payers (5.1%). Higher than average of industry peers (1.2%).
공시 • Sep 01Nichicon Corporation to Report Q2, 2023 Results on Nov 07, 2022Nichicon Corporation announced that they will report Q2, 2023 results on Nov 07, 2022
Reported Earnings • Aug 09First quarter 2023 earnings released: EPS: JP¥52.46 (vs JP¥13.93 in 1Q 2022)First quarter 2023 results: EPS: JP¥52.46 (up from JP¥13.93 in 1Q 2022). Revenue: JP¥41.0b (up 32% from 1Q 2022). Net income: JP¥3.59b (up 277% from 1Q 2022). Profit margin: 8.8% (up from 3.1% in 1Q 2022). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.1%, compared to a 21% growth forecast for the industry in Germany.
공시 • Jul 07Nichicon Shares Deleted from Other OTCNichicon Corporation shares deleted from Other OTC effective July 05, 2022. The deletion is due to Inactive Security.
공시 • Jun 04Nichicon Corporation to Report Q1, 2023 Results on Aug 08, 2022Nichicon Corporation announced that they will report Q1, 2023 results on Aug 08, 2022
Reported Earnings • May 13Full year 2022 earnings released: EPS: JP¥115 (vs JP¥24.89 in FY 2021)Full year 2022 results: EPS: JP¥115 (up from JP¥24.89 in FY 2021). Revenue: JP¥142.2b (up 23% from FY 2021). Net income: JP¥7.90b (up 364% from FY 2021). Profit margin: 5.6% (up from 1.5% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 5.3%, compared to a 25% growth forecast for the industry in Germany.
공시 • May 13Nichicon Corporation, Annual General Meeting, Jun 29, 2022Nichicon Corporation, Annual General Meeting, Jun 29, 2022.
Board Change • Apr 28Less than half of directors are independentThere is 1 new director who has joined the board in the last 3 years. The new board member was not an independent director. The company's board is composed of: 1 new director. 10 experienced directors. No highly experienced directors. 3 independent directors (4 non-independent directors). Independent External Director Shigenobu Aikyo was the last independent director to join the board, commencing their role in 2016. The following issues are considered to be risks according to the Simply Wall St Risk Model: Minority of independent directors. Insufficient board refreshment.
공시 • Apr 08Nichicon Corporation to Report Fiscal Year 2022 Results on May 11, 2022Nichicon Corporation announced that they will report fiscal year 2022 results on May 11, 2022
Upcoming Dividend • Mar 23Upcoming dividend of JP¥14.00 per shareEligible shareholders must have bought the stock before 30 March 2022. Payment date: 30 June 2022. Payout ratio is a comfortable 31% but the company is not cash flow positive. Trailing yield: 2.3%. Lower than top quartile of German dividend payers (3.6%). Higher than average of industry peers (0.7%).
Reported Earnings • Feb 11Third quarter 2022 earnings: EPS in line with analyst expectations despite revenue beatThird quarter 2022 results: EPS: JP¥40.28 (up from JP¥5.77 in 3Q 2021). Revenue: JP¥37.7b (up 23% from 3Q 2021). Net income: JP¥2.76b (up JP¥2.36b from 3Q 2021). Profit margin: 7.3% (up from 1.3% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 7.5%. Over the next year, revenue is forecast to grow 7.4%, compared to a 23% growth forecast for the industry in Germany.
Reported Earnings • Nov 10Second quarter 2022 earnings released: EPS JP¥20.58 (vs JP¥1.13 in 2Q 2021)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2022 results: Revenue: JP¥33.9b (up 19% from 2Q 2021). Net income: JP¥1.41b (up JP¥1.33b from 2Q 2021). Profit margin: 4.2% (up from 0.3% in 2Q 2021). The increase in margin was driven by higher revenue.
Upcoming Dividend • Sep 22Upcoming dividend of JP¥13.00 per shareEligible shareholders must have bought the stock before 29 September 2021. Payment date: 08 December 2021. Trailing yield: 2.5%. Lower than top quartile of German dividend payers (3.2%). Higher than average of industry peers (0.7%).
Reported Earnings • Aug 12First quarter 2022 earnings released: EPS JP¥13.93 (vs JP¥8.38 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: JP¥31.2b (up 25% from 1Q 2021). Net income: JP¥953.0m (up 66% from 1Q 2021). Profit margin: 3.1% (up from 2.3% in 1Q 2021). The increase in margin was driven by higher revenue.
Reported Earnings • May 15Full year 2021 earnings released: EPS JP¥24.89 (vs JP¥40.59 in FY 2020)The company reported a poor full year result with weaker earnings, revenues and profit margins. Full year 2021 results: Revenue: JP¥116.1b (down 3.0% from FY 2020). Net income: JP¥1.70b (down 39% from FY 2020). Profit margin: 1.5% (down from 2.3% in FY 2020). The decrease in margin was driven by lower revenue.
Reported Earnings • Feb 14Third quarter 2021 earnings released: EPS JP¥5.77 (vs JP¥7.27 in 3Q 2020)The company reported a poor third quarter result with weaker earnings and profit margins, although revenues were flat. Third quarter 2021 results: Revenue: JP¥30.8b (flat on 3Q 2020). Net income: JP¥395.0m (down 22% from 3Q 2020). Profit margin: 1.3% (down from 1.6% in 3Q 2020).
Analyst Estimate Surprise Post Earnings • Feb 14Revenue beats expectationsRevenue exceeded analyst estimates by 3.5%. Over the next year, revenue is forecast to grow 10%, compared to a 17% growth forecast for the Electronic industry in Germany.